Insight Family Office

05/20/2022

What this video to understand the state of the market in May 2022.

In this video we utilize the relationship between treasuries, utilities, and equities (S&P500) to demonstrate how money flows from risk to safety.

11/19/2021

CBS News got an exclusive look at a new on-demand delivery service, which uses autonomous drone technology, outside a Walmart headquarters in Pea Ridge, Arka...

05/01/2021

Drug development is complicated business. Medicinal chemists, many who have spent nearly a decade training in the halls of academia, are tasked with painstakingly synthesizing each and every molecule that could potentially have a therapeutic effect. These compounds need to then be screened in cells....

04/29/2021

Why We Only Buy Tech Stocks That Are Unicorns Nanalyze 4 months ago One problem with mainstream financial pundits is their tendency to ball all risky tech stocks into a single category. That’s not a good way to manage risk. You cannot equate a pre-revenue S**C with an enterprise software-as-a-serv...

04/02/2021

As many as 75 percent of venture-backed companies never return cash to investors. Here is how to improve the odds with better ex*****on.

03/16/2021

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

03/04/2021

What is the future on Manhattan real estate?

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

02/06/2021

More Zipline in the news!

The drone startup Zipline announced this week that it is planning to deliver COVID-19 vaccines wherever it operates — including in the U.S.

01/15/2021

Two factors that have contributed to the “bitcoin bubble” are:
- the start of institutional acceptance
- ease of access through Cashapp, Paypal and Robinhood.

So in its current state of infancy, Phase 1, as a widely recognized and trusted asset bitcoin is acting like a high beta stock rather than a currency. But with initial institutional acceptance and wide availability, Phase 1 is completed.

Phase 2 will involve wider acceptance of bitcoin for settlement of goods and services. This will increase bitcoin demand logarithmically. The trend will be driven by sensitivity to a declining dollar and ease of settlement. Try to transfer money by Fed wire vs bitcoin and you’ll get the point quickly.

To really understand the significance of this, the size of the bitcoin market (currently a 1T) and the stock to flow need to be analyzed vs demand. Consider a hypothetical, as businesses start to demand settlement in bitcoin, what happens when $10T of trade is done in a currency with a current market of 1T. Model that and the “wild estimates” in the hundreds of thousands start to seem rational.

What were seeing in the “bitcoin bubble” is the adoption of a new monetary system. And it’s the tip of the iceberg.

Institutional buying that started when Bitcoin’s price was as low as $19000 has continued well into the $40000 level. Institutions like

01/10/2021

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

01/07/2021

Investing in pre-ipo secondaries is our core strategy for technology investing.

One problem with mainstream financial pundits is their tendency to ball all risky tech stocks into a single category. That's not a good way to manage risk. You cannot equate a pre-revenue S**C with an enterprise software-as-a-service (SaaS) IPO that has double-digit revenue growth coming from some o...

01/03/2021

Bitcoin advanced more than 300% in 2020, and with the latest leg higher has added more than 50% since crossing $20,000 just two weeks ago.