Perpetual Learning
Kenji Ito 
I’ve been tracking the cryptocurrency market closely, and the recent news about BlackRock’s Ethereum ETF is significant. It reached $10 billion in assets under management faster than almost any ETF in history, making it the third-fastest to achieve this milestone. This isn’t just about BlackRock; it’s a major indicator of institutional interest in digital assets, … Read more
Hey everyone, Kenji here. We talk a lot about market volatility, economic indicators, and managing risk in our portfolios. But what about the volatility within us? Specifically, how fear, that raw, primal emotion, impacts not just our trading decisions but our physical health. It’s a critical factor often overlooked. Think about it. Our brains are … Read more
Okay, so you might be wondering why a financial analyst like me is talking about social attitudes. Most of my content focuses on market strategies, crypto, or identifying undervalued assets. But here’s the thing: markets don’t exist in a vacuum. They’re driven by people. And people’s attitudes, beliefs, and values change over time. Ignoring these … Read more
Hey there! Grab a mug, settle in. I’ve been thinking a lot lately about all the buzz around AI – you know, the ChatGPTs, the self-driving cars, the whole nine yards. It’s exciting, a little scary, and sometimes, honestly, a bit much to take in. But here’s the thing: as I watch it all unfold, … Read more
You’ve probably seen the headlines: Jim Cramer, the famously boisterous host of CNBC’s ‘Mad Money,’ recently stated he’s increasing his Bitcoin holdings because he believes America is facing financial strain. It’s a bold statement, and one that definitely catches your attention. As someone who digs into the data and looks at the broader economic picture, … Read more
In markets, innovation drives everything. It shifts power, creates new opportunities, and renders old strategies obsolete. The same principle applies, perhaps even more brutally, to warfare. For centuries, the side with a technological edge often dictates the terms of engagement. Understanding this evolution isn’t just a history lesson; it’s a study in disruption, a force … Read more
When I talk about investments, I usually mean digital assets or emerging markets. But today, let’s look at a different kind of long-term asset: ancient urban environments. It’s not about returns on capital, but about understanding complex systems and their engineering. Think about it. We often look at ancient ruins as simple piles of stone. … Read more
It seems like every week there’s a new headline about a company adding Bitcoin to its balance sheet. This trend, often referred to as ‘Bitcoin treasury fever,’ isn’t slowing down, and Japan is the latest hotspot. Quantum Solution, an AI company, is reportedly looking to acquire 3,000 BTC. This move, if it happens, signifies a … Read more
Hey there! Grab a coffee, let’s chat. You know how sometimes history doesn’t exactly repeat, but it definitely rhymes? Well, I’ve been getting that feeling a lot lately, especially when I look at the buzz around AI. It reminds me so much of another wild ride: the dot-com bubble. The Dot-Com Rollercoaster Think back to … Read more
You might think, ‘Kenji, what’s a financial analyst doing talking about food production?’ Good question. But if you’re serious about understanding global markets, you need to look beyond the balance sheets and crypto charts. You need to look at what drives human behavior, what sustains economies at their most fundamental level. Food is that level. … Read more