Category: Crypto
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My Information Diet: The Daily, Weekly and Annual Media That Shapes How I Think
People occasionally ask where the views in these articles actually come from, whether it’s a call on the crypto cycle, a read on the next Budget, or a principle I try to live by. The honest answer is that almost none of it originates with me in the moment. It is the output of a…
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Why AI Won’t Kill Software Engineering, It Will Supercharge It
There is a story being sold right now that I think is dead wrong. The story goes like this: AI writes code, code is what engineers do, therefore engineers are finished and the firms that employ them are next. Dario Amodei, the CEO of Anthropic, said AI would be writing essentially all code within twelve months.…
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Bitcoin Has Peaked: Why This Cycle Broke the Mould and What Comes Next
My Bitcoin Cycle Peak Indicators never triggered — because this cycle broke the mould entirely. Here’s why I believe the peak is in at $126K, why we haven’t bottomed yet, and what comes after.
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When Consumers Become Agents
AI is not just changing how work gets done. It is starting to change who, or what, participates in the economy. Most people still think AI is a productivity story. Better writing. Faster research. Lower labour costs. That matters, but I think it misses the bigger shift. The bigger shift is that AI is moving…
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The Behaviour Gap
This chart is the reason I keep my principles written down and review them every month. The “behaviour gap” is the difference between what an investment actually returns and what the average investor walks away with. The investment doesn’t lose them money – their behaviour does. They pile in when prices are high and everyone…
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The Five F’s Lifestyle Audit: Lessons From a Stress-Test Year
Each year I run a simple but brutally honest exercise on my life: The Five F’s Lifestyle Audit………Friendship, Family, Financial, Fitness and Fun. I’ve written previously about how the framework works and why I use it (read that here), so I won’t repeat the mechanics. Instead, this article focuses on what the most recent data…
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Riding the Long Waves: Understanding Secular vs Cyclical Market Trends
In Technology Has Been Eating the World, But It’s About to Exponentially Consume It, I explored how innovation compounds exponentially……how AI, data, and automation are reshaping everything from productivity to investing. And in Why a 12% Annual Return Is Essential to Maintain Your Wealth, I argued that investors need sustained compounding just to stand still,…
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The Coming Fusion of AI and Money: How Stablecoins Will Power the Exponential Economy
When I wrote Technology Has Been Eating the World, But It’s About to Exponentially Consume It earlier this year, I argued that artificial intelligence isn’t just another wave of innovation……..it’s an accelerant for everything that came before it. But what happens when AI collides with money itself? 2026 might be the year we find out.…
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How I Try to Overcome My Behavioural Biases with the 3×3 Loop
In my previous article, I outlined the psychological biases and behaviours that have repeatedly tripped me up as an investor. Understanding those biases was a big step, but knowing them wasn’t enough. I needed a simple framework I could actually use in real time……….before I buy, while I’m holding, and when I exit. That’s how…
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The psychological biases that have held back my investing
What has held me back (and I suspect many others) on my investing journey isn’t a lack of information…….it’s the reactive decisions I’ve made in hot, emotional moments where I FOMO into a trend or panic sell into a falling market. Those choices weren’t random; they were driven by hard‑wired psychological biases. Below, I’ve outlined…
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Bitcoin Cycle Peak Indicators – Update Aug 15 (More Indicators Added)
As per our plan around timing the exit of this crypto cycle, outlined below is where the indicators are currently tracking. New Indicators – Bitcoin Cycle Risk Framework We’ve decided to incorporate some additional indicators courtesy of Jamie Coutts over at RealVision. The Bitcoin Cycle Risk Framework by Jamie Coutts is a data-driven model designed…
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The Collapse of the Old Guard: Why Major Parties Are Losing Touch in Australia and the U.S.
We’re living through a political realignment….and not the kind either side is prepared for. In both Australia and the United States, we’ve seen once-dominant major parties implode under the weight of outdated ideologies, internal dysfunction, and a refusal to evolve with their electorates. I’m not a Trump supporter, nor do I consider myself a Labor…
