Who Am I?

I’m Nathan. I’m a tax attorney and investor writing about Bitcoin, Strategy, capital allocation, and the emerging category of Bitcoin treasury companies. This site is where I think in public. The goal is to be right and if I’m wrong to modify course quickly so I can go back to being right.

Subscribe

Subscribe to get full access to the newsletter and publication archives.

Stay up-to-date

Never miss an update—every new post is sent directly to your email inbox. For a spam-free, ad-free reading experience, plus audio and community features, get the Substack app.

Join the crew

Be part of a community of people who share your interests. Participate in the comments section, or support this work with a subscription.

To learn more about the tech platform that powers this publication, visit Substack.com.

Subscribe to I'd Rather Be Right

I’d Rather Be Right is a publication about Bitcoin-era investing, Strategy/MSTR, Bitcoin treasury companies, valuation, incentives, risk, and capital allocation.

People