Jeff’s Substack
Jeff ParkMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 11 | Subscribers | Read | dgt10011.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Golden Armor for the Modern Balance Sheet: Why Even a Modest Bitcoin Allocation is a Strategic Advantage
People who argue that Microsoft ($MSFT) shouldn’t consider Bitcoin on its balance sheet, claiming it detracts from the company’s core business, miss an essential aspect of modern-day equity: in today’s markets, holding Bitcoin isn’t just a ...
Bitcoin ETF Options: The Game-Changer Investors Can’t Ignore (Part II)
This is Part II to my short essay on Bitcoin ETF options. As many informed investors responded to my original post with further questions, I compiled a few of the most important ones to provide further clarity into why I continue to believe...
A Cautionary Tale Navigating the Structural Bid of the MicroStrategy Complex
Manager A had always prided himself on his discipline and analytical approach. He was the type who triple-checked every spreadsheet, ran every scenario, and never let emotion cloud his judgment. Today was just another day in the office—unti...
The INSANE Bitcoin Super Cycle Thesis
In this conversation, Pomp and I discuss the big deal about bitcoin ETF options, bitcoin volatility, why Bitewise recently bought 2 companies, what I expect to see in public markets, how Wall Street is using bitcoin ETFs, and what that mean...
Authors
The writers behind this newsletter.
Head of Alpha @ Bitwise
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