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Vijay Boyapati

23 Followers
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Tu ne cede malis, sed contra audentior ito

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Vijay Boyapati @real_vijay · Nov 11, 2022
  • From Twitter

Read this whole thread. Yes, all of it.

Tweet Nov 9, 2022
People who are done in this space. twitter.com/SpiritOfNakadai/status/1590420532939280384/photo/1
by Nakadai.王⚡️
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Vijay Boyapati @real_vijay · Sep 6, 2022
  • From Twitter

This week I'm following @SvetskiWrites, who I had the pleasure of meeting at BitBlockBoom last week. Aleksander is the creator of the wonderful series, The #Bitcoin Times, which comes out in yearly editions (the lastest focused on Austrian economics). Follow Aleks!

Podcast
Wake Up Podcast by Aleks Svetski
by Aleksander Svetski
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Vijay Boyapati @real_vijay · Jul 27, 2022
  • From Twitter

You should read it,which is the best dissection of the internal motivations and agenda of the media (still applies a century later).

Book 1922
Public Opinion
by Walter Lippmann
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Vijay Boyapati @real_vijay · Jul 18, 2022
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This week I'm following @JMellerud at @ArcaneResearch for his insightful analysis on the #Bitcoin mining market. Check out this recent thread (see below) and make sure to follow Jason!

Tweet Jul 15, 2022
How many #bitcoin have the public miners sold during this bear market? Hint: They have drained their holdings. A thread🧵
by Jaran Mellerud
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Vijay Boyapati @real_vijay · Jul 5, 2022
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Here's one of her insightful threads:

Tweet Jun 20, 2022
Been hearing more and more about how the “next shoe to drop” is BTC miner capitulation. We’ll see some of that, sure, and hash rate is already heading down (30dMA chart @coinmetrics). But I don’t think this will mean miners dumping a ton of BTC on th
by Noelle Acheson
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Vijay Boyapati @real_vijay · Apr 18, 2022
  • From Twitter

2/ His article is below (it's more than just an article about #Bitcoin mining but also an excellent overview how modern energy grids work):

Article
Bitcoin Mining & The Grid (Part 1): Generators
by Blake King
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Vijay Boyapati @real_vijay · Mar 17, 2022
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The beginning of an essay written by the brilliant Randolph Bourne, commenting on World War 1 in 1918. Read the whole thing; like all great writing it stands the tests of time.

Article 2021
War is the Health of the State (1918)
by Randolph Bourne
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Vijay Boyapati @real_vijay · Mar 14, 2022
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This week I'm following @NorthmanTrader whose wife orange-pilled him (thank you!). He wrote an excellent article explaining his evolution in thinking and the macro reasons for why he's now a Bitcoiner. Follow Sven and check out his article (also his interview with @natbrunell)

Article Jan 22, 2022
(R)evolution
by Sven Henrich
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Vijay Boyapati @real_vijay · Feb 26, 2022
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Reading @RayDalio's Principles for Dealing with the Changing World Order and cannot help but think this man is an inch away from understanding #Bitcoin's importance to the world. Excellent book.

Book 2021
The Changing World Order: Why Nations Succeed and Fail
by Ray Dalio
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Vijay Boyapati @real_vijay · Jan 9, 2022
  • From Twitter

Great thread. I talk about this same issue with @stephanlivera. One factor that's important is that fiscal constraints may prevent the Fed tightening much (the debt position is far greater today than in e.g. 1980). They may also need to quickly reverse.

Tweet Jan 9, 2022
1/469 The has been a very fundamental shift at the Federal Reserve. The Fed has flipped decidedly hawkish. Their main worry is not employment, it is inflation. And to fight inflation the Fed has to increase interest rates. Here's a thread about t
by Alex Krüger
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Vijay Boyapati @real_vijay · Jan 3, 2022
  • From Twitter

This week I'm following @Dennis_Porter_ , host of one of the great podcasts on #Bitcoin (and politics), @SmartPeopleShit. Follow Dennis and checkout his podcast!

Podcast
Smart People Sh't
by Dennis Porter
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Vijay Boyapati @real_vijay · Dec 27, 2021
  • From Twitter

Public Opinion by Walter Lippmann, 1921.

Book 1922
Public Opinion
by Walter Lippmann
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