This was a great nostr:npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw rip from one of the top bond trading experts (and a teacher thereof), nostr:npub1qw6e8meaj5gzk49alamh9qf35lpmml5sq7ctjtxhcjk55qppmcjs0j2v52. Great job nostr:npub1guh5grefa7vkay4ps6udxg8lrqxg2kgr3qh9n4gduxut64nfxq0q9y6hjy getting out of the way and letting Nik teach us.
None of us are bullish enough 🤯
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Nik’s book and Layered Money podcast are both full of so much signal and alpha. His understanding of traditional capital markets translates so well to analyzing #bitcoin
About 27 minutes in when he explains that the money coming in isn't coming from a rotation of people selling other bonds but from credit expansion, money from thin air, that's when it really hit me that this bull run could get crazy.
I agree. You can see how it surprised Nik, who was already a $1M Bitcoin believer. 1M could come very fast and rotation out of other assets will come with it.
