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Arie Scherson · @ariesnotebook

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Unshaken Investing Conviction

From x.com/ariesnotebook

I have expressed conviction about Bitcoin and investing through brief reactions to market news and downturns, without laying out a detailed investment thesis. My views sit alongside my observations in reading bitcoin s market cycle and my comments about significant Bitcoin holders in big money holds bitcoin.

On December 13, 2024, I disapproved of people who dumped their bitcoin in response to news about quantum computers. I did not specify which news prompted the sales or identify the people who sold.

On December 19, 2024, I called crypto investing “Chad.” I was quoting @ZssBecker, not reporting my own losses or forecast: they said they were down “like 5 million” that day, expected the eventual destination to be about 3x the highs in a few months, and advised people to keep doing nothing. The currency, market, and basis for that expectation were unspecified.

On December 29, 2024, I said I was really into investing too, thanked someone, and encouraged them to keep tuning in. The recipient and what they were tuning in to are not identified.

On February 22, 2025, I said my crypto holdings were in the gutter except for Bitcoin, and that I remained confident in Bitcoin. I did not give the holdings’ size or explain the basis for that confidence.

Related: crypto market conviction, reading bitcoin s market cycle, concentrated conviction memecoin bets