Michael De Fine Skibsted
Michael De Fine Skibsted @mskibinvest

Performance
All

-37.09%2026
2026
-22.78%2025
2025
243.44%2024
2024
20.58%2023
2023
243.4%0%-243.4%
Michael De Fine Skibsted
🚨 Why I am Bullish on the AI Agent Economy (The Math Behind My $SUI Position) 🚨 Most investors value crypto using Metcalfe’s Law. They often assume a network’s value scales with the number of possible pairwise connections, which follows a kind of power‑law intuition (n²). This framework works well... Show More
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SUI
Sui
0.759
0.052 (7.36%)
Michael De Fine Skibsted
🟠 Schwab Opens the Door to Spot Bitcoin Charles Schwab has started rolling out direct spot Bitcoin trading to eligible retail clients, bringing direct $BTC access into the same brokerage ecosystem where many investors already hold stocks, ETFs, and retirement assets. This is a meaningful shift. One... Show More
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BTC
Bitcoin
62596.86
1987.54 (3.28%)
Michael De Fine Skibsted
ETH/BTC ratio at ~0.032 — early signals of Ethereum rotation building? The ETH/BTC ratio reached approximately 0.032 on April 14 — its highest level since January 2026 — after bottoming near 0.028 in February. It has since stabilized around the 0.031–0.032 range. This marks Ethereum’s first sustained... Show More
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ETH
Ethereum
1638.0000
83.1700 (5.35%)
Michael De Fine Skibsted
🚨 Bitcoin $1.5M–$2M by 2035? Models suggest a possible range Hi everyone, As a Popular Investor with a background in actuarial mathematics, I spend a lot of time stress-testing long-term models. Here’s something I find genuinely interesting: 👉 Very different frameworks appear to converge on a similar... Show More
Michael De Fine Skibsted
📈 Why I Currently View DFDV as the Most Asymmetric Public Solana Equity As many of you know, I remain structurally bullish on the Solana ecosystem over the long term. I view Solana as one of the most compelling asymmetric bets in digital infrastructure. The question then becomes: If you want public... Show More
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DFDV
DeFi Development Corp
2.86
-0.1500 (-4.98%)
Michael De Fine Skibsted
On Tesla, risk management, and why I’ve recently rotated into crypto When I began building my $TSLA (Tesla Motors, Inc.) position, sentiment around the company was steadily turning negative. Not because the fundamentals were broken—but because Elon Musk had become deeply unpopular due to his involvement... Show More
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TSLA
Tesla Motors, Inc.
391.00
-27.45 (-6.56%)
Michael De Fine Skibsted
Searching for the diamond in the rough — a long-term framework What defines a truly exceptional long-term investment? In my view, it must satisfy all of the following: 1️⃣ An asset that ultra-high-net-worth individuals will want meaningful exposure to in 10 years. 2️⃣ An asset they are largely sceptical... Show More
Michael De Fine Skibsted
📌 Why $MSTR (Strategy Inc) Can Be Understood as a Value Stock Most investors still look at Strategy (MSTR) through the wrong lens. They see: • A volatile “Bitcoin proxy” • A legacy BI software company • A speculative trade That framing misses the point entirely. After deep work on MSTR’s balance... Show More
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MSTR
Strategy Inc
120.44
-8.93 (-6.90%)
Michael De Fine Skibsted
Why I Still Believe We Are in a Crypto Bull Market As an actuary, I live and breathe probabilistic thinking: Bayesian updating, fat-tailed risk, regime shifts, and model validation. So when I look at Bitcoin, I am not cheering for a favourite narrative—I am comparing predictive power, structural assumptions,... Show More
Michael De Fine Skibsted
Navigating the Uncertainties of the Crypto Market The last few weeks have been brutal — Bitcoin down from ~$126K to $87–92K, altcoins crushed even harder, and more than $1 trillion temporarily wiped off the entire crypto market. I know the red charts hurt, including everyone copying my disruptive-tech... Show More

About Michael De Fine Skibsted
Denmark
Strategy: Multi-Strategy

Data-driven macro tech & crypto investor, MSc in Actuarial Math. Outperforming indices🚀
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624 Followers