Louis
louis@vlt.ge
Founder & CEO @mimesiscapital 研山資本 | #Bitcoin Hodler | Views are my own. No financial advice.
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3.1k Followers
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Louis
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1mo ago
After you watch this, you will appreciate the world before AI takes over.
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Louis
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1mo ago
I had a great conversation with Jake on value investing, how Bitcoin fits in a value investor’s portfolio, Bitcoin as the digital wealth, family background in fine art, and how to outperform Bitcoin.
npub1ltz38
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1mo ago
Value Investing in an Inflationary World: Bitcoin & the Future of Investing w/ Louis Liu (JWP15)
In Episode 15 of The Jake Woodhouse Podcast, Louis Liu and I explore the core principles of value investing, value investing in an inflationary environment, Bitcoin and the digital transformation of money, the future of investing in fine art, and venture capital in a world where Bitcoin is the new risk free rate.
New episodes drop Monday, Wednesday, and Friday. Let's learn together.
TIMESTAMPS:
0:00 - What is Value Investing?
3:51 - Value Investing in an Inflationary Environment
9:00 - From TradFi to Bitcoin
18:57 - The Digital Transformation of Wealth
35:26 - Investing in Fine Art
48:09 - Why Bitcoin is the New Risk-Free Rate
1:01:53 - The World of Venture Investing: High Risk, High Reward
1:08:10 - How to Connect with Louis Liu
In Episode 15 of The Jake Woodhouse Podcast, Louis Liu and I explore the core principles of value investing, value investing in an inflationary environment, Bitcoin and the digital transformation of money, the future of investing in fine art, and venture capital in a world where Bitcoin is the new risk free rate.
New episodes drop Monday, Wednesday, and Friday. Let's learn together.
TIMESTAMPS:
0:00 - What is Value Investing?
3:51 - Value Investing in an Inflationary Environment
9:00 - From TradFi to Bitcoin
18:57 - The Digital Transformation of Wealth
35:26 - Investing in Fine Art
48:09 - Why Bitcoin is the New Risk-Free Rate
1:01:53 - The World of Venture Investing: High Risk, High Reward
1:08:10 - How to Connect with Louis Liu
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Louis
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1mo ago
Bitcoin is the singularity for money.
AI is the singularity for intelligence.
AI is the singularity for intelligence.
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Louis
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1mo ago
Do people actually sign up with Primal Premium? If yes, why?
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Louis
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1mo ago
Monthly @TaiwanBitDevs
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Louis
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2mo ago
Happy Chinese New Year 🧧
I wish everyone has fun with their Bitcoin in the Year of Snake.
I wish everyone has fun with their Bitcoin in the Year of Snake.
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Louis
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2mo ago
The best outcome is the U.S. government focusing on Bitcoin stockpile.
The second best outcome is Crypto stockpile with Bitcoin being the largest one.
The worst outcome is no stockpile at all.
The second best outcome is Crypto stockpile with Bitcoin being the largest one.
The worst outcome is no stockpile at all.
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Louis
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2mo ago
I hope Nostr will get widespread adoption during the age of deep fake and censorship.
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Louis
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2mo ago
The amount of grift in this cycle will be staggering, like nothing we have seen before. Lead by the U.S. president himself.
Remember to stay humble and stack Bitcoin.
Remember to stay humble and stack Bitcoin.
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Louis
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2mo ago
The Trump Rug Pull.
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Louis
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2mo ago
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Louis
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2mo ago
U.S. should print dollars to buy Bitcoin. $30 trillion debt will be wiped within a year. U.S. will be the wealthiest nation ever.
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Louis
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Nov 6, 2024
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Louis
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Oct 21, 2024
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Louis
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Oct 11, 2024
MicroStrategy today.
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Louis
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Oct 11, 2024
“The company trades at a 50% premium, with more volatility and ARR, we can build a company that has a 100% premium to $150bn worth of bitcoin and build a $300-400bn company with the biggest options market, the biggest equity market, and then we basically start to chew into the fixed income markets, and we just keep buying more bitcoin. Bitcoin is going to go to millions a coin, you know, and then we create a trillion dollar company.” - @saylor on $MSTR and #Bitcoin
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Louis
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Oct 11, 2024
58K.gang
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Louis
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Oct 10, 2024
Happy Taiwan National Day! 🇹🇼
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Louis
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Oct 10, 2024
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Louis
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Oct 9, 2024
Will be cool if there is a feature of zap earn overtime on @primal
I want to know how much I earn daily, monthly, and yearly.
I want to know how much I earn daily, monthly, and yearly.
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Louis
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Oct 9, 2024
Bitcoin is not a speculative investment if you spend thousands of hours studying it before making a rational investment decision.
People who don’t put their time in often think bitcoin is speculative.
People who don’t put their time in often think bitcoin is speculative.
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Louis
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Oct 8, 2024
MicroStrategy $MSTR is the heaviest star in the Bitcoin universe, its immense mass (252,220 bitcoins) drawing in everything around it. The greater its weight, the stronger its gravitational pull, attracting liquidity from every corner of the equity market.
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Louis
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Oct 8, 2024
30 yrs old Pu’er. Worth about 2 BTC.
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Louis
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Oct 7, 2024
Drink real tea.
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Louis
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Oct 7, 2024
Stacking sats is a multi-generation effort.
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Louis
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Oct 6, 2024
The opportunity cost of not owning any Bitcoin will significantly impact your wealth in the next decade.
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Louis
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Oct 6, 2024
Buy Bitcoin avoids the battle.
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Louis
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Oct 6, 2024
Trust fund bros really need to stop buying watches and cars, and start looking into Bitcoin.
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Louis
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Oct 6, 2024
Celebrating100K per Bitcoin.
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Louis
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Oct 5, 2024
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Louis
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Oct 5, 2024
I joined pre-ETF. I don’t put Bitcoin on exchanges because I don’t trust them. Institutional custody was expensive and difficult to onboard. I have to do self-custody and I ended up with multisig setup.
I wonder how many Bitcoiners that joined post ETF are doing this.
I wonder how many Bitcoiners that joined post ETF are doing this.
npub1rtlqc
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Oct 5, 2024
You’re not a Bitcoiner until you…
Buy Bitcoin.
But then you’re like wait, I need to get these coins off the exchange.
So you get a hardware wallet.
But then you’re like wait, this is a ledger.
So you get a cold card.
But then you’re like wait, it isn’t using a passphrase.
So you use a passphrase.
But then you’re like wait this isn’t multisig and multisig would be better.
So you buy 4 more coldcards and set up a multisig.
But then you’re like wait I can’t just do coldcards I have to guard against supply chain attacks.
So you buy a ledger again and probably a bitbox too.
But then you’re like wait, I haven’t geographically distributed these.
So you disperse
Buy Bitcoin.
But then you’re like wait, I need to get these coins off the exchange.
So you get a hardware wallet.
But then you’re like wait, this is a ledger.
So you get a cold card.
But then you’re like wait, it isn’t using a passphrase.
So you use a passphrase.
But then you’re like wait this isn’t multisig and multisig would be better.
So you buy 4 more coldcards and set up a multisig.
But then you’re like wait I can’t just do coldcards I have to guard against supply chain attacks.
So you buy a ledger again and probably a bitbox too.
But then you’re like wait, I haven’t geographically distributed these.
So you disperse
... See more
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Louis
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Oct 5, 2024
Bitcoin ETFs dominated the top 25 ETFs in 2024.
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Louis
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Oct 5, 2024
If you watch Saylor, you know he has demonstrated a masterclass of Bitcoin treasury strategy.
He uses cashflow, CB, and ATM to buy Bitcoin.
And the most difficult part of his bitcoin strategy is being patient and focus.
Like most of Bitcoiners, he has suffered 70% drawdowns during the bear market. He didn’t sell or venture out. He simply HODL.
He uses cashflow, CB, and ATM to buy Bitcoin.
And the most difficult part of his bitcoin strategy is being patient and focus.
Like most of Bitcoiners, he has suffered 70% drawdowns during the bear market. He didn’t sell or venture out. He simply HODL.
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Louis
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Oct 5, 2024
People who refuse to learn about Bitcoin are the most critical.
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Louis
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Oct 4, 2024
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Louis
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Oct 4, 2024
Innovative development in the ETF world by
Bitwise, launching Bitcoin strategy ETFs with active management.
I think with reasonable fee, demand will be there. However, I believe $MSTR is the better choice here.
Bitwise, launching Bitcoin strategy ETFs with active management.
I think with reasonable fee, demand will be there. However, I believe $MSTR is the better choice here.
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Louis
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Oct 4, 2024
No one could forecast the market.
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Louis
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Oct 4, 2024
Never doubt yourself.
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Louis
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Oct 3, 2024
Buying Bitcoin now…
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Louis
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Oct 3, 2024
Rep Khanna: "Bitcoin that has been seized by the US government should be used as a strategic reserve asset given its potential for appreciation."
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Louis
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Oct 2, 2024
How Bitcoin option will impact the market and price action.
Well written.
Well written.
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Louis
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Oct 2, 2024
Vance clearly won the debate.
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Louis
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Oct 1, 2024
My thoughts and prayers go out to those suffering from the escalating war between Israel and Iran.
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Louis
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Oct 1, 2024
Bitcoin’s core thesis.
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Louis
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Oct 1, 2024
We are all Bitcoin Bulls now.
npub1r8l06
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Sep 29, 2024
After a long and choppy bull-crab market, Dr. Ross notes that the bull market is here!
@Dr. Jeff Ross founder, Vailshire Capital Management, joins me to discuss the ongoing sentiment in the markets, global liquidity, pitfalls and opportunities of this bull cycle, holistic living and more!
https://stephanlivera.com/episode/606/
@Dr. Jeff Ross founder, Vailshire Capital Management, joins me to discuss the ongoing sentiment in the markets, global liquidity, pitfalls and opportunities of this bull cycle, holistic living and more!
https://stephanlivera.com/episode/606/
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Louis
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Sep 30, 2024
Professional investors can now buy U.S Bitcoin ETFs through local brokers.
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Louis
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Sep 27, 2024
Bitcoin is uniquely positioned among asset classes, poised to benefit the most from the global easing cycle, including the Fed's rate cuts and China's "Big Gun" stimulus efforts.
For the first time, U.S. banks are now allowed to custody Bitcoin, and options trading for Bitcoin ETFs is about to begin.
With only 21 million Bitcoin ever in existence, all the catalysts for a supply shock are falling into place.
Long #Bitcoin
For the first time, U.S. banks are now allowed to custody Bitcoin, and options trading for Bitcoin ETFs is about to begin.
With only 21 million Bitcoin ever in existence, all the catalysts for a supply shock are falling into place.
Long #Bitcoin
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Louis
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Sep 27, 2024
Life of a Bitcoiner.
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Louis
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Sep 26, 2024
The Fed is on the easing cycle.
Europe and Canada are cutting rates.
China just brings out the biggest stimulus package.
The set up is great for risk asset in general.
I will long Bitcoin and Asia.
Europe and Canada are cutting rates.
China just brings out the biggest stimulus package.
The set up is great for risk asset in general.
I will long Bitcoin and Asia.
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Louis
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Sep 26, 2024
The worst structures to hodl Bitcoin:
1. Venture Capital Funds
2. Hedge Funds
3. Private Equity Funds
1. Venture Capital Funds
2. Hedge Funds
3. Private Equity Funds
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Louis
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Sep 25, 2024
Flood gate is opening.
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Louis
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Sep 24, 2024
Coinbase is not the only crypto custodian in town when multiple banks start to offer custody solution under regulation.
Custody of coin will diversify. It is in investors’ best interest to do so.
Custody of coin will diversify. It is in investors’ best interest to do so.
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Louis
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Sep 24, 2024
So true.
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Louis
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Sep 24, 2024
If I had to choose one Bitcoin company to invest in, I would choose MicroStrategy.
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Louis
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Sep 24, 2024
Bitcoin hasn't yet priced in the massive easing from central banks that is expected to occur in the next 12 months.
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Louis
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Sep 22, 2024
This is the cycle where traditional financial firms will dominate the Bitcoin market, whether you like it or not.
However, their influence and power will gradually decrease over time as new technologies built on Bitcoin emerge and eventually take over.
However, their influence and power will gradually decrease over time as new technologies built on Bitcoin emerge and eventually take over.
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Louis
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Sep 22, 2024
Ask yourself:
You are lucky to buy Bitcoin, but do you have the skill and mindset to keep it?
You are lucky to buy Bitcoin, but do you have the skill and mindset to keep it?
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Louis
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Sep 22, 2024
Bitcoin catalysts in the next 12 months:
- Option market for Bitcoin ETFs will be available for trading.
- Banks will be able to custody Bitcoin.
- Banks will offer Bitcoin backed loans.
- Option market for Bitcoin ETFs will be available for trading.
- Banks will be able to custody Bitcoin.
- Banks will offer Bitcoin backed loans.
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Louis
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Sep 20, 2024
I listened to @Saifedean Ammous and @Michael Saylor's recent podcast, which sparked controversy for many listeners on the issue of BTC yield.
My takeaway is that both sides can be valid in the non-binary world we live in.
Someone like Saifedean would keep his Bitcoin in cold storage, avoiding any risk for yield. On the other hand, someone like Saylor might choose to risk a portion of his Bitcoin for yield.
There’s no right or wrong, just differing risk appetites and approaches to risk management.
In the future, corporations like banks will offer institutional-grade Bitcoin yield products, unlike what we saw with Celsius and BlockFi.
This future will coexist alongside Bitcoin in cold storage, and it’s a wonderful scenario where capitalism provides users with options. I don’t view it as a bad or fiat like idea.
My takeaway is that both sides can be valid in the non-binary world we live in.
Someone like Saifedean would keep his Bitcoin in cold storage, avoiding any risk for yield. On the other hand, someone like Saylor might choose to risk a portion of his Bitcoin for yield.
There’s no right or wrong, just differing risk appetites and approaches to risk management.
In the future, corporations like banks will offer institutional-grade Bitcoin yield products, unlike what we saw with Celsius and BlockFi.
This future will coexist alongside Bitcoin in cold storage, and it’s a wonderful scenario where capitalism provides users with options. I don’t view it as a bad or fiat like idea.
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Louis
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Sep 20, 2024
We are on our way to $100K per Bitcoin.
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Louis
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Sep 19, 2024
The easing cycle is a great setup for asset like Bitcoin. We shall see Bitcoin outperforms every asset class in 2025.
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Louis
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Sep 18, 2024
50 bps cut.
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Louis
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Sep 18, 2024
Contrary to popular belief, Bitcoin is the most conservative and risk-averse asset with significant potential upside compared to other assets.
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Louis
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Sep 17, 2024
Hezbollah exploding pager story is a wild cyber attack.
This leads me to think about Bitcoin hardware like nodes, cold wallets and miners.
They can be a target of cyber hacking.
This leads me to think about Bitcoin hardware like nodes, cold wallets and miners.
They can be a target of cyber hacking.
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Louis
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Sep 17, 2024
I wake up every morning using Grok to digest the newest update on the topic I followed the most. It’s very convenient.
I hope Nostr can have sth equivalent.
I hope Nostr can have sth equivalent.
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Louis
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Sep 13, 2024
I felt the same when I embarked on our investment in Bitcoin, trying to break the generational curse and turn it into generational wealth. Some people criticize, while others encourage.
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Louis
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Sep 12, 2024
How to curate your friend:
Make sure they own enough Bitcoin.
Make sure they own enough Bitcoin.
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Louis
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Sep 12, 2024
You will be better off invest in Bitcoin instead of chasing the next big thing in Blockchain and AI.
Invest wisely.
Invest wisely.
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Louis
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Sep 11, 2024
Ask yourself how would you store value over long periods of time.
And then think about Bitcoin.
And then think about Bitcoin.
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Louis
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Sep 10, 2024
Friends call me crazy when I say Bitcoin is going to $13 million in 21 years according to Saylor.
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Louis
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Sep 9, 2024
Bitcoin will climb the wall of worries.
All we need to do is hold on to it and not keep worrying about its price action.
All we need to do is hold on to it and not keep worrying about its price action.
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Louis
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Sep 8, 2024
Yellen has confidence in soft landing. Printer is ready if she is wrong. Expect a new wave of money printer goes brrr.
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Louis
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Sep 7, 2024
The best time to buy is when everyone in fear.
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Louis
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Sep 7, 2024
When the fear is running the market, only the brave one will have the courage to buy.
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Louis
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Sep 6, 2024
1st rule of Bitcoin: Buy it.
2nd rule of Bitcoin: Hodl it.
3rd rule of Bitcoin: Don’t over leverage it.
2nd rule of Bitcoin: Hodl it.
3rd rule of Bitcoin: Don’t over leverage it.
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Louis
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Sep 6, 2024
Risk assets react poorly to the risk of weaken job market.
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Louis
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Sep 6, 2024
Fed has been consistent and transparent on their rate policy. 25 bbp cut is most likely.
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Louis
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Sep 6, 2024
There is overwhelming support and consensus on soft landing. The Fed wants it so do the market. However, the unemployment data is telling a different story.
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Louis
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Sep 6, 2024
Allen Litchtman, the man who successfully predicted the U.S. presidential election in the past 40 years, is predicting Kamala Harris will win.
If he placed his bet on his prediction each time, he would turn 1 dollars into 1024 dollars. That’s 102400% of compounding return.
If he placed his bet on his prediction each time, he would turn 1 dollars into 1024 dollars. That’s 102400% of compounding return.
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Louis
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Sep 6, 2024
BlackRock Bitcoin ETF has ZERO outflow yesterday.
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Louis
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Sep 6, 2024
Buffett’s cash pile is now $300 billion.
To put that in comparison, that’s 1/3 of Bitcoin’s market capitalization.
To put that in comparison, that’s 1/3 of Bitcoin’s market capitalization.
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Louis
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Sep 5, 2024
"We will make America the world capital of crypto and Bitcoin." – Donald Trump
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Louis
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Sep 5, 2024
The potential black swan for Bitcoin and risk assets is the market has over underestimated the trend in unemployment rate.
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Louis
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Sep 5, 2024
The equity market has top for now and it’s just starting to go through a correction sparked by the unemployment rate and the weaker economy. The AI sector is cooling off for now until Nvidia’s BlackWell release in Q4. Whether or not we have entered a recession is unknown, but any bad economy data will continue to drive the market lower. The market can still have a strong rally but it will depends on strong overriding on the current trend in the unemployment data.
The good news is the Fed will cut rate and release liquidity to the market but the effect will not immediately affect the market price action. It tends to kick a month or two before the market bottoms.
I could be wrong and I am wrong often.
The good news is the Fed will cut rate and release liquidity to the market but the effect will not immediately affect the market price action. It tends to kick a month or two before the market bottoms.
I could be wrong and I am wrong often.
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Louis
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Sep 5, 2024
Labor market is showing signs of weakness. It will shake investors’ confidence in the market.
Louis
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Sep 4, 2024
Bitcoin is leading the equity market in a potentially volatile period.
BTC is down 20% from ATH while S&P only down 2% from ATH, meaning there is more downside to go if equity follows BTC.
Be responsibly long.
BTC is down 20% from ATH while S&P only down 2% from ATH, meaning there is more downside to go if equity follows BTC.
Be responsibly long.
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Louis
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Sep 5, 2024
Bitcoiners know more about investing than most tradfi bros just based on the fact that we own most of our wealth in Bitcoin.
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