Billy Jo

I write about Bitcoin, capital, and the moments when everything shifts. More →

• Oct 2024
  Metaplanet (3350) — Asia's MSTR, and the timing is not missed

  MicroStrategy (MSTR) returned about 30x since August 2020. Most people who understand the MSTR thesis feel they missed it
• Aug 2024
  The Institutional Bitcoin Era Has Already Begun

  Korea's pension fund, Norway's central bank, Switzerland's central bank, Barclays — they're already in
• Jun 2024
  Doing vs Searching

  The people who change their lives are not the ones who work the hardest
• Mar 2024
  What I Learned From My First Job

  On ownership, time, and the things they don't teach you
• Jan 2024
  Getting Paid in Bitcoin

  Why I asked my employer to pay me in bitcoin — and what happened
• Feb 2023
  No one is smarter than Mr. Market

  The market surpasses any individual — consistently
• Nov 2022
  The Bear Market Was the Setup

  Conviction is the real coin
• May 2021
  The Sovereign Individual — Bitcoin is the exit from the nation-state

  Exit is optional, but increasingly necessary