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What We Do
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17 January 2026
Education, From the Archive
Bobo
From the archive (17 Jan 2009)

Words of wisdom quoted on this day in history …

From the archive  (17 Jan 2009)
14 January 2026
Education, From the Archive
Bobo
From the archive (14 Jan 2019)

Words of wisdom quoted on this day in history …

From the archive  (14 Jan 2019)
9 January 2026
Market Update
Bobo
Rational Active Allocation - Update (Jan 2026)

TLDR: Bitcoin had a slow end to 2025, but it’s showing some early signs of life in 2026. ETF selling is slowing, and big treasury companies are still buying. Keep an eye on those ETF flows to see if this is a real comeback or just a temporary bump! #BTC #Macro #Bitcoin

Rational Active Allocation - Update (Jan 2026)
10 December 2025
Market Update
Bobo
Rational Active Allocation - Update (Dec 2025)

Fully positioned in BTC heading into the FOMC meeting. Macro landscape shifting rapidly – potential end to QT, whispers of QE returning. We’re capitalizing on the pullback from recent highs, viewing this as an opportunity. Key is watching for dovish signals from the Fed. Prepared for volatility. #BTC #FOMC #Macro #Bitcoin

Rational Active Allocation - Update (Dec 2025)
9 December 2025
Education, News
Bobo
Federal Reserve Policy Shift: Implications for ...

TL;DR: The Federal Reserve’s cessation of Quantitative Tightening signals a potential shift towards liquidity expansion, historically associated with improved asset performance (stocks, gold, and particularly Bitcoin). Investors should prepare for potential volatility, prioritize the allocation to scarce assets, and remain vigilant regarding domestic political developments which could introduce unforeseen systemic risks.

Federal Reserve Policy Shift: Implications for Asset Markets
Bobo
24 February 2024
Market Update

Rational Active Allocation - Update (Feb 2024)

Bobo
24 February 2024
Market Update
Rational Active Allocation - Update (Feb 2024)

We are currently in the high volatility zone for all risk assets in the financial markets. While we are encouraged by the outlook for the broader crypto and Bitcoin market in months ahead, the probability of an elevator down move to wash all the late longs is increasing.

Tagged: 2024-Q1, Gold, Bitcoin (The King)

Bobo
11 February 2024
Education, From the Archive

From the archive (11 Feb 2009)

Bobo
11 February 2024
Education, From the Archive
From the archive  (11 Feb 2009)

Words of wisdom quoted on this day in history …

Source: http://p2pfoundation.ning.com/forum/topics/bitcoin-open-source

Tagged: Bitcoin (The King), 2024-Q1

Bobo
25 January 2024
Market Update

Rational Active Allocation - Update (Jan 2024)

Bobo
25 January 2024
Market Update
Rational Active Allocation - Update (Jan 2024)

Approx 113k of Bitcoin in Grayscale’s Bitcoin Trust (GBTC) has been on the move since the launch of the ETFs. This will no doubt have had an impact on price volatility in Jan.

Tagged: 2024-Q1, Bitcoin (The King)

Bobo
18 December 2023
Education, From the Archive

From the archive (18 Dec 2013)

Bobo
18 December 2023
Education, From the Archive
From the archive  (18 Dec 2013)

Words of wisdom quoted on this day in history …

Source: https://bitcointalk.org/index.php?topic=375643.0

Tagged: 2023-Q4, Bitcoin (The King)

Bobo
14 December 2023
Market Update

Rational Active Allocation - Update (Dec 2023)

Bobo
14 December 2023
Market Update
Rational Active Allocation - Update (Dec 2023)

Beware of corrections in $BTC, bids working!

Tagged: 2023-Q4, Bitcoin (The King)

Bobo
8 November 2023
Market Update

Rational Active Allocation - Update (Nov 2023)

Bobo
8 November 2023
Market Update
Rational Active Allocation - Update (Nov 2023)

There is still considerable risk in the markets, after taking profits on our $BTC allocation, we are going to remain patient and wait it out in gold ($PAXG). We believe there is a high probability of better risk / reward to long $BTC and potentially $ETH and other alts down the road.

Tagged: 2023-Q4, Bitcoin (The King)

Bobo
12 October 2023
Market Update

Rational Active Allocation - Update (Oct 2023)

Bobo
12 October 2023
Market Update
Rational Active Allocation - Update (Oct 2023)

Starting to feel like the longest bear market in history!

Tagged: 2023-Q4, Gold, Bitcoin (The King)

Bobo
13 September 2023
Market Update

Rational Active Allocation - Update (Sep 2023)

Bobo
13 September 2023
Market Update
Rational Active Allocation - Update (Sep 2023)

BTC still in an accumulation zone

Tagged: Dollar, 2023-Q3, Bitcoin (The King)

Bobo
31 August 2023
Market Update

Rational Active Allocation - Update (Aug 2023)

Bobo
31 August 2023
Market Update
Rational Active Allocation - Update (Aug 2023)

Chop chop - going from one liquidation to another! Accumulate bitcoin and be patient.

And make sure you have some dry powder gold (PAXG)

Tagged: 2023-Q3, Gold, Bitcoin (The King)

Bobo
18 August 2023
Education

Cancelled

Bobo
18 August 2023
Education
Cancelled

Be careful what you wish for - you might not get what you really want!

“It’s a game of Jenga - and we are running out of blogs”

Some very interesting topics covered including health, corporate media, politics and finance.

Tagged: Privacy, Banking, History, 2023-Q3

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Recent Blogs
From the archive  (17 Jan 2009)
Jan 17, 2026
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Jan 17, 2026
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From the archive  (14 Jan 2019)
Jan 14, 2026
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Jan 14, 2026
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Rational Active Allocation - Update (Jan 2026)
Jan 9, 2026
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Rational Active Allocation - Update (Dec 2025)
Dec 10, 2025
Rational Active Allocation - Update (Dec 2025)
Dec 10, 2025
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Federal Reserve Policy Shift: Implications for Asset Markets
Dec 9, 2025
Federal Reserve Policy Shift: Implications for Asset Markets
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Rational Active Allocation - Update (Oct 2025)
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Gen-Z Series: Is Bitcoin on Revolut Really Yours?
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From the archive  (9 Jul 2010)
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Money or Currency: Why it Matters
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Mar 7, 2025
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From the archive  (21 Feb 2010)
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Feb 21, 2025
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Auditing Reserves
Feb 20, 2025
Auditing Reserves
Feb 20, 2025
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Rational Active Allocation - Update (Jan 2025)
Jan 31, 2025
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Jan 31, 2025
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From the archive  (8 Nov 2008)
Nov 8, 2024
From the archive (8 Nov 2008)
Nov 8, 2024
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Rational Active Allocation - Update (Oct 2024)
Oct 18, 2024
Rational Active Allocation - Update (Oct 2024)
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Rational Active Allocation - Update (Sep 2024)
Sep 30, 2024
Rational Active Allocation - Update (Sep 2024)
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Liquidity is everything!
Sep 22, 2024
Liquidity is everything!
Sep 22, 2024
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Rational Active Allocation - Update (July 2024)
Jul 2, 2024
Rational Active Allocation - Update (July 2024)
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Rational Active Allocation - Update (May 2024)
May 31, 2024
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Rational Active Allocation - Update (Apr 2024)
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Self Custody (MultiSig) - PART 3
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Self Custody (MultiSig) - PART 3
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Block 836361 - Immortalised
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Block 836361 - Immortalised
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Self Custody (SingleSig) - PART 2
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Self Custody (SingleSig) - PART 2
Mar 24, 2024
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Rational Active Allocation - Update (Mar 2024)
Mar 22, 2024
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Self Custody and Paper ETFs - PART 1
Mar 3, 2024
Self Custody and Paper ETFs - PART 1
Mar 3, 2024
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