A stroll through some of the most important thoughts I have from my career in futures. Lots of ups, downs, epic wins and failures, all to realize it's mainly a battle vs yourself. Enjoy.

Unfortunately the SPX “committee” has not included Strategy, the largest global BTC treasury company, today upon a vote. Likely it will come but it’s disappointing. Bitcoin will find its way in. There is no stopping the train.

If you resonate, check out the Owl Spirit Guide in the CLASSROOM section

One thing I love about consuming content from a variety of sources is that I often find golden nuggets along the way that apply across all of finance. Avi Feldman who is a seasoned trader and runs a fund was on his 1000x podcast in an episode yesterday and said something I thought was prescient. That was to say that crypto has a way of over pricing optimism very quickly in run ups. And that in this stair stepping market we’ve been in, we continually over price in expectations, followed by gravity and the market tampering those every time we have over exuberance. This helps me esp in regard to taking profits in more speculative vehicles. In my long term bags it doesn’t change much… but it assists well in my thought process of how to interpret the large swings within the ecosystem. Hope this is good for for thought. Linked below is the podcast episode in case you’re bored. https://youtu.be/k_IpBUWQ_Q0?si=ksxLPfQQnYucC6h1

I trade global macro, run the Capital Flows Research Substack, and do other stuff here and there Here to learn, connect, and be intentional about my own growth I enjoy reading legit books that challenge my reality