Nostr Web Client

Can't stop. Won't stop. ⚡

Episode #8 is coming out on Thursday, March 6, 2025 at noon ET.

An interview with the one and only nostr:nprofile1qyx8wumn8ghj7cnjvghxjmcpz4mhxue69uhk2er9dchxummnw3ezumrpdejqqgqrkkf770v4zq44f00lwaegzvd8cw7layq8kzuje47y449qqgw7y5eezx9t of nostr:nprofile1qythwumn8ghj7cnfw33k76twv4ezuum0vd5kzmp0qyt8wumn8ghj7etyv4hzumn0wd68ytnvv9hxgtcqyrcswcc4mymzcxw2m77d5h274psr7tnwr2u0anurjtwl8s4w0tg4watsjd4 !!

We'll be discussing Nik's new book, his upcoming #AI and #Bitcoin class at USC, as well his well-informed #macro takes.

The show will be streamed on nostr:nprofile1qy88wumn8ghj7mn0wvhxcmmv9uq3zamnwvaz7tmwdaehgu3wwa5kuef0qqsv73dxhgfk8tt76gf6q788zrfyz9dwwgwfk3aar6l5gk82a76v9fgfngn5a and YouTube.

Please reply below with any questions for Nik during tomorrow's show!

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Discussion

wildcatfish 9mo ago

Cool, I didn't know Nik was over here!

Vinzenz 9mo ago

what's the best way to send in questions?

less 9mo ago 💬 1

Just reply here.

Or ask them live during the stream.

Vinzenz 9mo ago 💬 1

thanks! just two questions...

1. what strike price do you usually buy mstr call options at? around the money or out of the money?

2. would you still be bearish if the the ISM new orders had come in at over 55?

Vinzenz 9mo ago

really appreciate your new live streams. keep up the good work!

Trav 9mo ago

Would the announcement of an American Strategic Bitcoin Reserve, followed up by other nations making similar announcements over the next several months be a strong enough signal to "power through" your bearish indicators?

Andrew Mastronardi 9mo ago

Latest ISM number opinions?

Casey R 9mo ago

Nik is great!

Chad K 9mo ago 💬 1

Ask what he thinks about MSTR issuing 30% of all US bonds this year?

https://x.com/strategy/status/1897353660696551901?s=46&t=efUfIuF-BpLUcCcUaz8B8w

Clapton1062 9mo ago 💬 2

Do I really have to care if now is bearish or bullish for longing bitcoin? If I am going to hold bitcoin long anyway, how to invest in bitcoin is the best? Wait till bearish to buy or constantly buy for small amounts?

Hodl Onward 🔑 9mo ago

buy set amounts on a schedule. unless you have a sophisticated tool that achieves results in predicting price movements with relative accuracy, you're simply guessing and therefore gambling if you try and time all of your buys.

I find the best (psychologicallly) is to both DCA with weekly buys and to have a bit of cash ready to grab dips of 5% or more. it helps with keeping cool.

never sell. only spend.

Arthur Morgan 9mo ago

DCA 100%

Arthur Morgan 9mo ago

Does he think Europe's/China's money printing will offset any effect on bitcoin from possible US economic slowdown?

Chad K 9mo ago

Great timing. Please have Nik explain the next steps .gov will take given Japan yields ripping higher? Global restructuring of debt vs The Big Print as Larry Lepard lays out in his new book. What’s this look like & what are implications for asset prices? Thanks

Chad K 9mo ago

Last question, Jeff Park from Alpha Strategies states “$MSTR is the only trade in the world that is simultaneously long global carry and short global carry”

What does this mean? Haha

https://x.com/dgt10011/status/1843262153027096620?s=46&t=efUfIuF-BpLUcCcUaz8B8w

J720 9mo ago

Hey Dr. Jeff! Thanks for time/expertise in all these episodes, they are very helpful!

1.) Do you think the current bid on BTC has to do with Friday’s Crypto Summit and if no concrete announcements are made BTC will sell off like the rest of the markets or is the strength in price on legit increased demand?

2.) Current views on MSTR vs Spot in a retirement account; also did you sell the MSTR call you bought a week ago?

3.) Given your turn bearish recently; what percentage of a portfolio should be in cash?

human flourishing 9mo ago

Are you selling MSTR and buying puts on MSTR? How far out 6months, 12months? Thanks for creating these live streams.

Phil 9mo ago

Will you consider adding these to Spotify? Would be great if you could put them all there, back to ep 1!

Kekel Nakamoto 9mo ago

Let’s imagine a hypothetical scenario where Bitcoin’s network growth freezes entirely — no new participants join, none leave, and adoption plateaus indefinitely. If we strip away the speculative frenzy around future adoption and focus purely on its current user base, how would Bitcoin’s price and purchasing power stabilize over time? Don't take the scenario literally but rather metaphorically. Essentially, what does Bitcoin’s ‘mature value’ look like once it’s no longer riding the wave of growth narratives, and its worth is driven solely by the utility its existing users derive from it? And how would it compare to its current phase?