H ere‘s my recent interview I did with nostr:npub1guh5grefa7vkay4ps6udxg8lrqxg2kgr3qh9n4gduxut64nfxq0q9y6hjy on nostr:npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw
Thank you Marty for making this possible.
One thing we talked about: Old-world institutions are being severly challenged. Be it
-centralization in money (Central Banking and Fiat High Priests)
-centralization in information (Legacy media)
Bitcoin and predicition markets are showing credibly that a market approach to either money or information aggregation is much more efficient and neutral
Have a listen here:
If I want to host the most knowledgable person that can still explain what Nostr is and can do to normies, who should I bring on my podcast?
#nostr #bitcoin
May latest talk for LNMS is live
This time I talked to Richard Byworth exploring what MicroStrategy is really doing.
He did such a good job, explaining the intricacies in detail! Even I felt the need to re-listen the entire episode again to get all the gems and insights he shared.
Listen on YouTube:
https://m.youtube.com/watch?v=0R9gq4zIlCg
Don‘t get to share, comment, like and subscribe! Thanks!
#crypto, #ETFs, #USelections, #Bitcoin, #regulation, #institutionaladoption, #strategicreserve, #marketstructure, #investment, #digitalassets #mstr #saylor #michaelsaylor #microstrategy #financialengineering #fiatattack #ATM #volatility #LNMS
SOMETHING BIIIIIIGGGGGG JUST HAPPENED TODAY
This not only made my day, but my week and beyond!
Stay tuned
#Bitcoin #Mexico #RSP
Here‘s my latest interview with cypherpunk nostr:npub17u5dneh8qjp43ecfxr6u5e9sjamsmxyuekrg2nlxrrk6nj9rsyrqywt4tp
We talk about Bitcoin, what power Bitcoin core developers hold, what to be weary of and how to think about the risk of quantum computing to Bitcoin and its holders.
Check out the interview below 👇🏻🔥
https://www.youtube.com/watch?v=s3dcThsVwbU
And don‘t forget to like, comment and subscribe on YouTube 🙏💪🏻
#Bitcoin #Decentralization #Ossification #Governance #QuantumComputing #CoreDevelopers #InstitutionalInfluence #Cryptocurrency #SelfCustody #Blockchain
Yes, shows he doesn‘t care what others things so much, something I like;)
Here‘s my recent episode with Nic Carter. Although some Bitcoiners call him a heretic, I still find his perspective quite unique and refreshing.
Check it out 👇🏻🤝🎧
https://m.youtube.com/watch?v=PSmGLKIfTf8
#crypto #Bitcoin #stablecoins #decentralization #financial #privacy #regulation #Satoshi #market #trends #economic #impact #stablecoins #Bitcoin #Layer #meme #coins #crypto #technology #freedom #technology #financial #systems #decentralized #finance #investment #digital #currency #sacredcows
It is a dream coming true.
Just a few days ago, I had the chance to interview the brilliant nostr:npub1a2cww4kn9wqte4ry70vyfwqyqvpswksna27rtxd8vty6c74era8sdcw83a
We dove deep into topics like fiscal dominance, monetary debasement, and debt monetization—and, as always, Lyn broke it all down in a way that even my non-finance friends could easily follow.
We also explored liquidity, how this easing cycle stands apart from previous ones, and whether anything could actually "slow this train."
To top it off, Lyn dropped a sharp insight: If a decentralized spreadsheet is a threat to governments, it says more about the governments than the spreadsheet itself.
Check below for the entire video👇📺
https://youtu.be/dX25ZaWg5GY?si=0EUTRZLcJAntQBtQ
#LNMS #SignaloverNoise #FiscalDominance #MonetaryDebasement #Bitcoin #Investing #Inflation #DebtMonetization #EconomicTrends #AssetManagement #FinancialSystems #FederalReserve #TreasuryPurchases #Bitcoin #Liquidity #AssetPrices #CentralBanks #GovernmentPolicy #EasingCycle #InvestmentStrategies #MarketTrends
With the US elections looming and Trump’s odds on Polymarket skyrocketing, my latest chat with nostr:npub1s9z7pwy96thwt7zvmrlpfnddstezxxphx9rx3m0660sgkwld9eescjnszc couldn’t be more timely.
We dive into:
-how the election impacts Bitcoin (and vice versa)
-why Joe thinks that a Kamla win could make Bitcoin's number go up even more than a Trump victory
-what a potential worst case scenario for Coinbase could look like in case the lose to regulators
-why the SEC is failing at its core mission of protecting investors.
Timestamps:
00:00 The Significance of Bitcoin in US Elections
03:05 Joe Carlasare: A Bitcoin Advocate's Journey
06:01 The Impact of US Elections on Bitcoin and Crypto
08:48 Fiscal Stimulus: The Key Driver for Bitcoin's Price
12:11 Regulatory Landscape: Bitcoin vs. Broader Crypto Space
17:57 The Future of Bitcoin Amidst Fiscal Spending
20:51 Bitcoin as a Hedge Against Economic Uncertainty
24:10 The Growing Acceptance of Bitcoin in Traditional Finance
29:14 Political Impacts on Digital Assets
32:02 Congressional Dysfunction and Crypto Legislation
34:25 Market Demand and Institutional Adoption
38:10 The Future of Bitcoin in Finance
40:03 Coinbase and SEC Challenges
46:10 The Complexity of Securities Law
51:18 Investor Protection and Regulatory Challenges
#Bitcoin #elections #fiscalstimulus #regulation #cryptocurrency #SEC #Coinbase #digitalassets #institutionalinvestors #market #trumptrade #polymarket #electionodds #harris #trump #maga #musk #signalovernoise #LNMS
I sat down with Spencer Hakimian to discuss all things macro. On the podcast, Spencer drops his slightly bearish outlook for stocks in 2025 and adds a BUT...
Timestamps:
00:00 Introduction Spencer Hakimian and Tulu Capital
01:57 Geopolitical Tensions and Market Reactions
08:05 Investment Strategies Amidst Global Uncertainty
13:42 Current Macro Economic Landscape in the US
19:20 The Role of Gold and Bitcoin in Today's Economy
27:31 Global Economic Dynamics: Japan and China
40:31 Comparing Current Easing Cycles to Past Experiences
#macrohedgefund #geopoliticaltensions #investmentstrategies #gold #Bitcoin #USeconomy #Japan #China #easingcycles #macro #war #israel #iran #investing
𝐓𝐡𝐢𝐬 𝐢𝐬 𝐓𝐇𝐄 𝐃𝐞𝐟𝐢𝐧𝐢𝐧𝐠 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧 𝐨𝐟 𝐎𝐮𝐫 𝐃𝐞𝐜𝐚𝐝𝐞
Would you rather take a shrinking risk of holding something that might lose all real value, or face a growing risk of holding something that almost certainly will?
Let me explain:
On one hand, you have Bitcoin. It’s a revolutionary asset with a capped supply and an adoption curve that hasn’t peaked yet. Yes, there’s still risk—it’s a new technology. But according to the Lindy effect, the longer it sticks around, the less likely it is to fail.
On the other hand, you have government bonds. They form the bedrock of today’s financial system, and thanks to implicit (and increasingly explicit) government backing, their survival in nominal terms seems guaranteed. However, due to the mounting pressure of the debt spiral, the chance of these bonds going to zero in real terms—thanks to inflation and devaluation—is on the rise.
So, which risk would you rather run?
#Bitcoin #BTC #Governmentbonds #treasuries
Everyone is talking about memecoins but me and my guest Spencer Hakimian are talking all things macro!
Here are out talking points:
-Israel-Iran and what it means for our portfolios?
-Where might oil be headed?
-How to think about the upcoming US elections from a macro perspective
-What‘s in store for stocks and Bitcoin in 2025?
-Why gold has been outperfoming lately
Watch out for the full episode to be published soon!
#macro #bitcoin #gold #geopolitics #btc #portfolio #war #israel #iran #oil #markets #USElections #investing #LessNoiseMoreSignal #LNMS #SignaloverNoise
People are asking why $62k has become the new $58k for Bitcoin, and why it’s not breaking higher despite being at the start of the rate-cutting cycle.
The answer lies in the current wave of market uncertainty. Let’s break it down. 🕵️🔎
First, we’ve got the looming US election, casting a shadow over the market like a modern-day Damocles’ sword. According to Polymarket, Trump currently holds a significant lead with a 6% margin. However, until the results are in, this uncertainty is keeping the market in a holding pattern.
Also, the market remains uncertain about the Fed's next interest rate move. Just 15 days ago, on September 24, there was nearly a 60% probability of a 50 bps rate cut. Now? That chance has plummeted to 0!
This dramatic shift highlights the level of uncertainty gripping the market, and uncertainty is always a market drag—Bitcoin included.
But here’s the kicker: November 5 brings the US elections, clearing up political uncertainty, and by November 7, we'll have more clarity on interest rates.
Early Nov will be interesting for sure!
#Bitcoin #USElections #InterestRates #50bsp
Yes. What arguments come to mind?
𝐑𝐞𝐭𝐡𝐢𝐧𝐤𝐢𝐧𝐠 𝐦𝐲 𝐜𝐫𝐢𝐭𝐢𝐪𝐮𝐞 𝐨𝐟 𝐭𝐫𝐚𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐞𝐧𝐬𝐢𝐨𝐧 𝐟𝐮𝐧𝐝𝐬 𝐚𝐧𝐝 𝐰𝐡𝐲 𝐁𝐢𝐭𝐜𝐨𝐢𝐧 𝐢𝐬 𝐬𝐭𝐢𝐥𝐥 𝐚 𝐛𝐞𝐭𝐭𝐞𝐫 𝐬𝐚𝐯𝐢𝐧𝐠𝐬 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲
Having recently started working for a Bitcoin bank in Switzerland, I was introduced to the “privilege of having to” save through the traditional pension system. As a libertarian-minded, young Bitcoiner I do have my fair share of struggles with the traditional pension structure and I pretty much avoided it my entire life up until now.
After countless discussions with my parents and father-in-law about the flaws and unsustainability of the pension system, I felt compelled to delve deeper into understanding how it works.
Today, while I'm still skeptical and believe that young people like me should put the bulk of their savings elsewhere, I've come to realize the resilience of traditional pension systems.
In fact, I used to think pension systems are on the verge of collapse and that it would be wise to withdraw any savings sooner rather than later. However, I've realized that this risk isn't as imminent as I once believed. How come?
The answer lies in the fact that traditional pension systems are ultimately supported by their respective governments. When push comes to shove, our benevolent fiat overlords ensure that these pension funds remain solvent. A prime example of this occurred during the UK gilt crisis in late September 2022, which saw a sharp decline in UK treasury bond prices.
The intervention in the gilt market during that period was crucial in saving the British pension system from a potential crisis. Here's how it happened:
In years of low interest rates, UK pension funds leveraged their investments using Liability-Driven Investment (LDI) strategies. When bond prices dropped, these funds faced significant losses, triggering demands for additional collateral that many pension funds struggled to provide.
By stepping in to stabilize the UK gilt market, the Bank of England prevented a widespread collapse of LDI funds, averting a financial crisis that could have severely affected pensioners.
Given this outright government backstop for pension funds, why wouldn’t you want to be saving through this vehicle? I started this conversation by saying that I am still skeptical about pension funds and that I would put money elsewhere.
This is because in real-terms traditional pension systems are falling behind. Because of regulations, these funds have to be invested in government bonds. When governments, in coordination with their central banks, prop up treasury bonds to support pension funds, the resulting measures—no matter how complex and opaque to the average person—are likely to erode the purchasing power of those savings over time.
So, what’s the solution? It’s essential to look beyond pension funds. While stocks can be a viable option, I believe that Bitcoin offers the most promising investment opportunity.
In a world where government-backed collateral, primarily in the form of bonds, is continually devalued to sustain the pension system, Bitcoin represents a new form of market-based collateral with tremendous upside. I firmly believe that Bitcoin is well-positioned to become the ultimate market-based collateral of the future.
Although Bitcoin lacks government backing and regulatory support—similar to gold—its market size is poised to rival that of U.S. government bonds. Once that happens, its liquidity will compete with that of U.S. treasuries. Unlike gold, Bitcoin is entirely virtual, leading to lower custody costs, cheaper transportation, and easier verification. These advantages make Bitcoin a more efficient asset compared to gold, but it has not yet surpassed U.S. government bonds.
However, when considering Bitcoin's global accessibility, 24/7 liquidity, instant settlement, and uniform fungibility—especially when contrasted with the fragmented U.S. bond market, which includes securities with varying maturities—it's clear that Bitcoin has compelling advantages.
In conclusion, we can say that government-backed pension systems are the ultimate savings technology for boomers. They have served this generation well throughout their lives, and likely will continue to do so.
For millennials and younger generations, Bitcoin represents the next evolution in savings technology. By adopting it now, you stand to benefit disproportionately, just as previous generations have capitalized on their own era's ultimate savings vehicles.
#Bitcoin
#PensionFunds
#SavingsTechnology
#FinancialLiteracy
#RetirementPlanning
#Investing
#Cryptocurrency
#WealthManagement
#Libertarian
#FutureOfFinance
#InvestmentStrategy
#MillennialFinance
#FinancialIndependence
#EconomicFreedom
#DigitalAssets
Episode 3 of Less Noise more Signal is live
This time with @AnselLindner
Ansel is a true Bitcoiner with very contrarian takes! We talk about his contrarian views on central banks, money printing, and the current economic landscape. This is definitely an episode you don't want to miss as some of your assumptions could be challenged - which is a good thing after all!
Check out the episode 👇
https://m.youtube.com/watch?v=eRy6NvvFmJA
#Deflation #Inflation #CreditBubble #MoneyPrinting #Europe #FinancialCrisis #BankingCrisis #Liquidity #Retailers #LargePoolOfCapital #RiskOff #BlackRock #MoralHazard #CentralBanks #QE #Signalovernoise