Four Dimensional Partners, LLC

09/23/2021

"Palantir has developed the operating system for the modern enterprise that improves and accelerates decisions to implement solutions to the hardest problems.

The company is becoming the standard for embedding artificial intelligence and machine learning throughout an organization's operations."

Palantir continues to increase its partnership with the US Government while expanding its clients on the commercial side. See why I'm bullish on PLTR stock.

09/14/2021

El Salvador Becomes First Country to Adopt Bitcoin as National Currency

"The tiny and impoverished Central American nation became the first country in the world to adopt as legal tender on Tuesday, allowing Salvadorans to use the cryptocurrency to buy a cup of coffee, get a haircut or even pay taxes and home loans."

The administration of El Salvador President Nayib Bukele plans to spend more than $225 million on the rollout, including a $30 credit in bitcoin to those who take up a government-run e-wallet, but the launch got off to a bumpy start.

08/23/2021

"On Thursday it was reported that BlackRock allocated over $382 million to shares of Marathon Digital Holdings & Riot Blockchain. Forbes discovered an SEC filing dated 30 June 2021, which shows that Blackrock, with over $9 trillion in assets under management, bought significant shares of the mining companies."

BlackRock allocated over $382 million to shares of Marathon Digital Holdings & Riot Blockchain.

08/12/2021

"Because Bitcoin cannot be stopped or shut down, this means that any publicity — negative or positive — any attack or attempt to quell the network via restrictive legislation is ultimately good for Bitcoin."

Wikipedia defines The Streisand effect as “...a social phenomenon that occurs when an attempt to hide, remove, or censor information has the unintended consequence of further publicizing that information.” People instinctively become more curious about things that are intentionally being hidden ...

07/27/2021

"Bitcoin incentivizes miners to seek out renewable energy sources to maximize cost efficiency. This drives clean energy innovation, and provides a buyer of last resort for otherwise curtailed or stranded energy sources."

The environmental crowd has come out of the woodwork over the past several months deriding Bitcoin and the network’s energy usage. The term ESG, which stands for Environments, Social, and Governance has been thrown around quite regularly, without any nuanced explanation of the standards. The ESG m...

06/14/2021

Paul Tudor Jones wants 5% in

"I like investing in something that is reliable, consistent, honest and 100% certain."

Paul Tudor Jones, American billionaire hedge fund manager, conservationist and philanthropist spoke about Bitcoin this morning on CNBC. He frames the Bitcoin investment as follows:

"Bitcoin is math. And math has been around for thousands of years. Two plus two is going to equal four and it will for the next 2,000 years."

It's all about certainty. Jones can be certain that Bitcoin will only ever have a supply of 21 million, whereas the dollar is being debased as rated never before seen.

Jones highlights the fixed, finite, and unchanging monetary policy of Bitcoin as compared to the current USD monetary system. The USD system has shown volatility, fragility, and consistent debasement of the monetary supply through money printing. We've begun to see the 2nd order effects of the Federal Reserve's actions lately in the recent CPI numbers showing that consumer inflation is the highest it has been since the global financial crisis.

When asked by his employees about portfolio allocation, PTJ stated the he knows for certain he wants to have 5% in Bitcoin.

Bitcoin can act as an insurance policy on the inherent fragility of the dollar system. You do not need to have 90% of your portfolio by any means, but it might make sense to have some just in case.

Full interview clip: https://lnkd.in/dwQzS5q

04/27/2021

"If and when such a fund does become available, JPMorgan would be joining a growing number of legacy financial firms that want to offer bitcoin exposure to clients. Goldman Sachs announced a similar move in March, while Morgan Stanely announced one earlier this month."

Bitcoin is here. It's real, and it's not going away.
Read more about our Bitcoin LP fund at 4DPLP.com

https://bitcoinmagazine.com/markets/report-jpmorgan-to-offer-bitcoin-fund

A news report indicates that JPMorgan will soon offer an “actively-managed” bitcoin fund to clients.

03/10/2021

"For the first time in 175 years, a sitting New York Life
CEO joins an external board.

When a AAA-rated, New York-based CEO joins a company, bears go into hibernation.

NYDIG has cleared the path for ongoing institutional adoption." - Robert Breedlove

/PRNewswire/ -- NYDIG, a leading provider of investment and technology solutions for Bitcoin, today announced the appointment of Ted Mathas to the NYDIG Board...

03/10/2021

• Palantir announced a partnership with Amazon as they optimized their ERP Suite for AWS making it accessible for the millions of AWS customers.

• Between IBM and Amazon implementing and optimizing PLTR's platforms into their cloud products creates a level of credibility that is hard to obtain.

• ARK Invest has acquired over 10 million shares of PLTR in the last several weeks for their funds and Cathie Wood made public statements on CNBC about why they like PLTR here.

PLTR has been collaborating with AMZN on a number of projects and as it was just announced the optimization of PLTR's ERP suite for AWS was one of them. Companies have been investing in ERP systems but have struggled to reach their full potential when analyzing data. PLTR has developed a turnkey sol...

03/06/2021

"When given the choice, most will opt to trade something abundant for something scarce."

On February 19th, MicroStrategy completed a $1.05 Billion Offering of Convertible Notes at 0% Coupon and used those funds to purchase an additional ~19,452 bitcoins. This is their 2nd Convertible Notes offering where they chose to take on cheap debt to purchase more bitcoins. As of February 24th, Mi...

03/05/2021

Performance since the Halving
Mar. 04, 2021

Gold turning negative...

Since the halving:
BTC +452%
SP500 +29%
Gold -0.30%

“ Performance since the Halving Mar. 04, 2021 Gold turning negative... Since the halving: BTC +452% 🔥🔥🔥🚀 SP500 +29% Gold -0.30%”

02/18/2021

The MicroStrategy Bitcoin playbook was foreshadowed in 2014

$MSTR is borrowing $900M at a 0% interest rate, and pouring it all into Bitcoin. All companies can follow this playbook. They borrow against their stock at near zero rates, and use those dollars purchase Bitcoin. This strategy boils down to a speculative attack against the dollar, betting on it's continued depreciation.

The crux of the argument lies in the dichotomy of two forms of money: The first, US Dollars, which are designed to slowly lose purchasing power throughout time via inflation, quantitative easing, and fiscal spending. The second, Bitcoin, which is a money that is hard-capped, and designed to become more scarce over time. The speculation is that this trend will continue throughout time, and more people will borrow the weaker money to stockpile that harder money. MicroStrategy is the first to take advantage of the cheap debt available to large corporations, and likely not the last.

Bitcoin naysayers1 wring their hands over how Bitcoin can't go mainstream. They gleefully worry that Bitcoin will not make it across the innovation chasm: