Minh Hang - Ivanka Tran

My analysis found Bitcoin is still priced like a liquidity asset — not digital gold.

Despite a fixed 21M supply, price behaviour is driven by macro cycles, not scarcity.

The network design shows a decentralised monetary system with no central issuer — value comes from adoption, not cash flow.

The key signal: crypto is only ~3.26% of global money supply, indicating early-stage pe*******on.

The moat is structural — first-mover advantage, strongest security, and deepest network effects.

The risk underweighted: regulatory shifts and large holder concentration impacting supply dynamics.

My valuation model suggests long-term upside anchored to adoption scenarios, with a derived value of ~$106,689 using a 10% discount framework. Meaning a valuation of 700k+ in the long term.

Is Bitcoin evolving into a monetary asset, or will it remain a liquidity-driven instrument?

Full 100-page research report is out. Comment "BTC" to receive our executive report.

Independent research only — not financial advice.

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Control feels productive. It usually slows you down.

Most people wait for clarity before they act.
Then they overcorrect when things change.
Then they quit when results take longer than expected.

Nothing is actually broken.
They just don’t trust the process long enough.

I use a simple structure: act consistently, track reality, adjust when facts change.

There are 7 steps behind this. Full breakdown is in the newsletter.

Where are you demanding certainty instead of taking the next step?

Full lesson in the newsletter — link in first comment.

Q4: How do I pivot careers?
Thinking about pivoting careers?
A strong career pivot does not start with panic. It starts with clarity.
Build a 10-year career vision. Define the roles you want, the skills you need, and the industries where you want to create value.
Then do the work. Study people already in that space, learn the patterns in their path, and position your existing experience in a way that shows relevance.
Most career pivots do not happen overnight. They happen through clear direction, deliberate networking, continuous learning, and consistent action.
Your goal is not to start from zero. Your goal is to translate what you already know into value for where you want to go next.

NET — Company Snapshot

Most people think Cloudflare is a CDN.
It is not.
It is the new corporate network.

The slides show the numbers.
This is what the numbers mean.

When 82.6% of monitored reverse proxy traffic runs through your infrastructure — you are not competing for the enterprise.
You already own the layer beneath it.

The free tier is not a charity product.
It is the world's largest developer pipeline.
4.5 million developers building on your platform.
Every one of them a future enterprise sales motion.

1.1% TAM pe*******on against $196B.
That is not early stage.
That is a dominant platform that has barely started monetising.

120% net dollar retention means the existing customer base grows revenue without a single new logo.
CAC dropped 38% in one year.
The business is getting more efficient as it scales — not less.

Most high-growth platforms get harder to run as they grow.
Cloudflare is getting easier.

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At 1.1% TAM pe*******on with 120% NDR — what would have to break for the growth rate to slow materially in the next 3 years?

———

If you want the full research summary for NET —
type NET in the comments.
I will send it to you directly.

📊 TJV · NET Investment Research
Not investment advice. Informational purposes only.

Lesson 26 — Trust in Timing

You call it patience.
But sometimes it is avoidance.
The facts already closed the door.

Not every delay is wisdom.
Not every attachment is loyalty.
Some of it is refusal to accept the signal.

Senior operators lose years this way.
They keep funding dead outcomes
with attention, emotion, and time.

The cost is not only heartbreak.
It is weaker judgment.
It is slower ex*****on.

Trust in timing is not passive.
It is building with discipline
while refusing to force what is misaligned.

Real strength is not holding on.
Real strength is releasing cleanly
without losing direction.

—
What are you still forcing after reality has already answered?

Trust in Timing · Lesson 26

Comment **RELEASE** if this hit a real decision.
Save this for the outcome you need to stop chasing.



Bài học 26 — Tin vào đúng thời điểm

Bạn gọi đó là kiên nhẫn.
Nhưng đôi khi đó là né tránh.
Sự thật đã đóng cánh cửa rồi.

Không phải mọi sự chậm lại đều là khôn ngoan.
Không phải mọi sự bám giữ đều là trung thành.
Nhiều khi đó chỉ là không chấp nhận tín hiệu.

Người làm việc ở cấp điều hành
mất nhiều năm theo cách này.
Họ tiếp tục dồn thời gian, cảm xúc và sự chú ý
vào những kết quả đã chết.

Cái giá không chỉ là tổn thương.
Đó là phán đoán yếu đi.
Đó là hành động chậm lại.

Tin vào đúng thời điểm không phải là chờ đợi.
Đó là tiếp tục xây dựng với kỷ luật
mà không ép điều không còn đồng điệu.

Sức mạnh thật sự không phải là bám giữ.
Sức mạnh thật sự là buông ra dứt khoát
mà không mất phương hướng.

—
Bạn vẫn đang cố ép điều gì dù thực tế đã trả lời rồi?

Tin vào thời điểm · Bài học 26

Bình luận **BUÔNG** nếu điều này chạm đúng một quyết định thật.
Lưu lại bài này cho kết quả bạn cần ngừng theo đuổi.

What if I choose the wrong degree?

This may sound daunting but you can still build a strong career if you focus on your capabilities, relevance, your ability to market yourself and ex*****on.

Here is a preview of Lesson 26: Faith in Timing

This lesson is for anyone who has ever forced an outcome, chased the wrong door, or mistaken delay for destiny. One of the hardest truths in life is this: not everything delayed is meant for you, and not everything you want should be chased.

Lesson 26 is about learning the difference between force and faith. It is about rebuilding yourself, letting go of what is not aligned, and trusting that the right things will not require you to abandon who you are.

And that is not all. Our Workbook PDF, built to go deeper with the book, will also be available for sale when the book is published.

If I Can Mentor You Everything is not just a book. It is a guide for people who are ready to think deeper, move smarter, and build stronger lives.

Some delays are wisdom. Some endings are redirection. Some closed doors are protection.

Keep building. Keep growing. Keep trusting the timing of your life.

I once confused force with faith.

I thought if I stayed loyal enough, waited long enough, and tried hard enough, life would eventually give me what I wanted. It did not.

That was the lesson.

Not everything delayed is meant for you. Not everything you want should be chased.

Sometimes rejection is not punishment. Sometimes it is protection.

Lesson 26: Faith in Timing is about the mistake so many people make in love, business, and life. We force outcomes, chase closed doors, and call it belief.

But real faith is different.

Faith is improving yourself. Faith is building your life. Faith is doing your part with excellence while letting timing reveal what is actually aligned.

This lesson is from my book If I Can Mentor You Everything. It is for anyone who has ever held on too long, chased too hard, or confused pain with purpose.

Some doors are not locked. They are just not yours.
That is not loss. That is wisdom.

Quarter 1 was about foundation.

Real Estate Insights built.
Book finalised.
Cover completed.
Handbook progressing.
Clearer strategy. Stronger assets. Better direction.

Q2 starts now.
*AI used for drafting support.*