Replying to Avatar McG

Lots of noise and anticipation out there and for good reason but this pod with nostr:nprofile1qy0hwumn8ghj7cnfw33k76twd4shs6tdv9kxjum5wvhx7mnvd9hx2qg4waehxw309ajkgetw9ehx7um5wghxcctwvsqs6amnwvaz7tmwdaejumr0dsq3gamnwvaz7tmwdaehgu3wdau8gu3wv3jhvqgmwaehxw309aex2mrp0yhxy6t5vdhkjmnsv9exktnrdaksz9rhwden5te0wfjkccte9ejxzmt4wvhxjmcprpmhxue69uhhyetvv9ujuumwdae8gtnnda3kjctvqyt8wumn8ghj7un9d3shjtnnw3hkuetj9e3k7mgqyprj73q098hejm5j5xrt35eqluvqep2eqwyzukw4phsm302kdycpuc8s2gj & nostr: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 was signal.

Yes Bitcoin is eating into the traditional assets but the nature of the bid is changing.

https://www.youtube.com/watch?v=pQ5RsV9nxUw&t=1035s

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 🤯

nostr:note1s5lup63thjf5kwt7f2ggs3yjrs0nxeldwl8ctx4rdkucksgrykfqm5cp03

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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.