🏖️ 3 strategies for the next 12 months

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GM everyone. This is 2036, the newsletter that makes you smarter on crypto in 3min/day.

Yesterday, we talked about Warren Buffett’s controversial and unusual warning.

a.k.a money printing is coming, but we have no idea what it’ll do.

So you may be wondering: ok, what’s the solution to all this?

Today, we’ll borrow from the world’s most resourceful billionaires to bring you 3 strategies you can apply in the coming months.

Let’s dig in.

🤌 Our Top Picks

Stories to read if you’ve only got 1 minute

1/ The real reason banks have lost $1 TRILLION in deposits this year

2/ Yes, you should be worried about a potential banking crisis

3/ Arthur Hayes drops 🔥 again

💡 Learn

Get smarter on crypto in 2 minutes

You’ve probably heard of Ray Dalio, the billionaire founder of the world’s largest hedge fund - Bridgewater Associates. He’s also got a bunch of great books and youtube videos.

Ray correctly predicted the 2008 crisis and the economic consequences of COVID.

He explains that the economy works in a 75-year cycle, and that there are things happening now that haven’t happened in our lifetimes but happened many times before in history:

• record levels of debt and money printing

• an internal US conflict due to a large wealth gap and an external conflict with China

• the combination of both the pandemic and the rise of new technologies

Those are responsible, in Ray’s view, for:

• banks collapsing

• de-dollarization

• the looming recession

Luckily for us, Ray Dalio has principles for dealing with these scenarios (and many others).

We can divide them into two broad categories: location and allocation.

1/ Location

Location is where you live and work. Here, flexibility is key.

The goal, Ray says, is to be in a high-trust neighborhood where you can walk down the street and feel safe. It should be hospitable and not on the brink of war.

This could be where you currently are. Or it could be:

a) a country like Singapore, Dubai (UAE), Switzerland, etc.

b) a state or municipality like Florida, Chiang Mai/Koh Pha Ngan (for digital nomads in Thailand), pockets of Europe, etc.

After COVID, an increasing number of smaller countries, islands, and cities welcome foreign nationals who can work remotely. Here’s a great list with instructions for each.

That’s what yours truly is doing, btw. Here’s where I’m writing today’s newsletter:

Where you live plays an enormous role in your quality of life. And if you see trouble brewing on the horizon, choose it very carefully.

2/ Allocation

Allocation is where you put your money.

Your job is to protect yourself from inflation and seizure.

That’s why we own crypto. Ray recommends others that you could own too - like foreign currencies, gold, and overseas assets.

But crypto ticks all the boxes PLUS has more upside than any other asset. Even Ray Dalio owns some bitcoin.

A classic crypto portfolio is just 50% Bitcoin, 50% ETH. Protect it well, and leave it be. You’ll be better off than most investors.

3/ Diet

Aite, I’ll bite. I added a 3rd one. And this isn’t a Ray Dalio reco. It’s ours.

We’re talking about your information diet.

What you consume directly influences what you think. And controlling your focus is one of the highest leverage skills you can learn.

That’s one of the reasons we write 2036.

99% of the news is garbage and completely irrelevant.

That’s because the role of the media is to make every problem your problem.

Instead, we try to bring you the information that is relevant to circumstances you can control.

So ignore the fear, be an optimist, and ignore most (bad) solutions.

Practically speaking, ignore algorithms. Use Twitter lists instead of the timeline. Prune who you follow on every social platform. Be religious about controlling the information that comes into your brain.

And if you want to learn more about crypto, we’ve updated our list of recommended resources. You can find them here.

🐉 In Other News

News, podcasts, videos, blogs

• Arthur Hayes drops another must-read essay on crypto (link)

• BRC-20 tokens are congesting the bitcoin blockchain (link)

• And in a sign that bitcoin tokens are taking off, the OG - $ORDI - gets listed on Gate.io (link)

• The real reason banks have lost $1 Trillion in deposits this year is because CDs and Money market funds offer 4.5-5% (link)

• The Ethereum Foundation just sold $30M of ETH (link)

• The market is expecting the Federal Reserve to cut interest rates very soon (link)

• Sam Bankman Fried urges court to toss charges (link)

• Crypto exchange Bittrex files for bankruptcy (link)

• Fed report shows banks worried about conditions ahead (link)

• Pakistan to buy discounted Russian oil in Yuan instead of dollars (link)

• Binance resumes withdrawals after second pause and integrating lightning network (link)

• How a pseudonymous trader made millions on $PEPE coin (link)

• No surprise, then, that memecoin trading volume surges to two-year high (link)

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