▶️Strategic Bitcoin Reserve? Broke

▶️Digital Asset Stockpile? Woke

▶️Repeal of SAB-121! Bespoke

It's been a good week as Trump as signed crypto related executive orders! One of the biggest beneficaries of this? Corporates that buy Bitcoin as a treasury asset!

Well, and this is the exact topic I talked to James Van Straten about. He is senior analyst at CoinDesk and knows his stuff like no other! We talked about:

-Bitcoin Corporate Treasury Adoption in general

-Why several companies that have announced a Bitcoin plan but have not bought yet, will have to buy soon

-El Salvador and the Tether announcement

-What the new accounting rules (FASBI) for treating Bitcoin as mark-to-market really achieve

-MicroStrategy and when it might enter S&P500

YouTube: https://youtu.be/YHRluf5uxzo?si=AHocmIBmWun1imJn

#Bitcoin #Corporateadoption #MicroStrategy #MSTR #FASB #Marketcycles #SBR #BTC

Here's my thoughts on what bullish (and less bullish) undercurrents I see for Bitcoin in 2025. Among them are:

-Is the cutting cycle over?

-Is inflation coming back?

-Is the dollar getting even stronger?

-What does the current Trump Put mean for BTC?

-Do Saylor's recent moves foreshadow a SBR?

-Why is MicroStrategy still widely misunderstood in 2025?

-Is the Bitcoin-Stablecoin-Flywheel-Effect the biggest catalyst for Bitcoin going forward?

Link: https://www.youtube.com/watch?v=VtPkDx80_bI

Enjoy. And please leave a like (or comment) on this particular video. This really helps the show to grow!

#Bitcoin #Inauguration #TrumpPut #MSTR #Stablecoin #Bitcoinstablecionflywheel #debtrefinancing #debtceiling #strongdollar #SBR #Microstrategy

Bitcoin is going to be on a Mag 7's balance sheet sooner than you think! And the man responsible for this is Ethan Peck!

Check out my recent conversation on how we talk about how Bitcoin shareholder activism works, how you can join in on the action by issuing proposals yourself and what's next!

Link: https://youtu.be/tj0TWq99o_8

#Bitcoin #Bitcoinproposals #fiduciaryduty #shareholderproposals #corporategovernance #investmentstewardship #Bitcoinadoption #Meta #Amazon #GOAT #Zuck

Time for Less Noise More Signal again!

This time with Bill Barhydt

We talked about Bitcoin, the future of banking, the impact of AI as well as Bitcoin's benefits for the global south!

YouTube: youtu.be/WG8cB7A5RKs

Enjoy. Leave a comment and a like!

#Bitcoin #AI #Banking #Crypto #FutureOfFinance #BorrowingAgainstBitcoin #GlobalBanking #CreditSystems #Stablecoins #Remittances

Another great chat I had with nostr:npub1vq9nwyrt8e8dpysjqn8g94zck30qq2pz3evd75kmtcfr3zpqpauqv2k2jp from nostr:npub1zxsucpq7g3a9m4dzlgqc69rwc7pra5nz0hsgrnya5wg46nuatj5qus2knw on all things self-custody and how you can make sure you will never lose access to your Bitcoin.

Highly recommended! Very high signal and practical advice.

YouTube: youtu.be/6BcvxE1G7iE

#Bitcoin #SelfCustody #21stCapital #MultiSignature #TaprootUpgrade #LegacyPlanning #RecoveryMechanisms #BitcoinInheritancePlanning #Miniscripts #Multisig #CollaborativeCustody #Lossproof #Antiloss @Sina_21st

Yes…

Nah…he only speaks of long-term. See here: https://x.com/bitcoinmagazine/status/1869141430167613722?s=46&t=dsOG2YNLvX4R1JCEEpiQ2w

In a recent interview with Bloomberg, Nic Carter calls for a $900k Bitcoin price, while denouncing the idea of a strategic bitcoin reserve happening.

How does this add up, you ask?

Well, Nic didn't have time to argue this but I think he’d agree that the growing entrenchment of stablecoins will make this inevitable.

Legalizing stablecoins in the US will open the door for more institutions to get involved, likely tripling the stablecoin market cap in no time.

As the stablecoin market cap expands, issuers will need to soak up more US Treasuries to back their stables. This demand will be met by increased Treasury issuance from the US government. And more US debt isissuance will lead to more monetary inflation down the line, which will primarily benefit Bitcoin's price.

This is the Bitcoin-Stablecoin-Flywheel-Effect that might very well take Bitcoin to $900k and beyond, given enough time.

See the chart below from a class I regularly teach 👇🏻

Here‘s the latest episode for LNMS with Michael Howell.

We talk about what‘s coming for financial markets in 2025 and how you should be positioning as an investor.

https://youtu.be/jNb1LhR1M7M

Thanks for liking, commenting and subscribing on Youtube

#globalLiquidity, #financialMarkets, #debtRefinancing, #monetaryInflation, #investmentStrategies, #M2, #collateral, #maturityWall, #assetTrends, #economicCycles, #interestRates, #globalLiquidity, #dollarStrength, #FederalReserve, #Bitcoin, #monetaryPolicy, #capitalFlows, #economicStimulus, #assetPrices, #inflation #stealthQE

Hey #Nostr

Just nostr-pilled my Dad nostr:npub1pd7qq6nql8pd5r8svw5he2h5tjs8suv3y2qft83hjtz64v8cpm7qejvu0r

Might he be the first boomer on Nostr😎?

Anyways, please show him some love by zapping some sats. Thanks

nostr:npub1qny3tkh0acurzla8x3zy4nhrjz5zd8l9sy9jys09umwng00manysew95gx nostr:npub1guh5grefa7vkay4ps6udxg8lrqxg2kgr3qh9n4gduxut64nfxq0q9y6hjy nostr:npub1s5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqrs6q7z nostr:npub1a2cww4kn9wqte4ry70vyfwqyqvpswksna27rtxd8vty6c74era8sdcw83a

This is the best birthday gift I could give myself!

In my latest episode, I sit down with Andrew Hohns, a structured finance expert who’s bridging the gap between Bitcoin and traditional real estate loans.

We cover it all—don’t miss this one!

Check it out, and don’t forget to like, comment, and subscribe! 🎉

YouTube: https://m.youtube.com/watch?v=2mMgMpaShQE

Thank to nostr:npub1guh5grefa7vkay4ps6udxg8lrqxg2kgr3qh9n4gduxut64nfxq0q9y6hjy for the initial connection!

#Bitcoin #assetbackedlending #inflation #investmentstrategies #structuredfinance #collateralvalue #borrowers #lenders #currencydebasement #fiat #corporateadoption #monetaryenergy #loanproducts #activism #financialsolutions

I had a great time at Bitcoin Mena in Abu Dhabi.

Here‘s what I gathered from talking to the CEO of Paxos and many others, representing Archip by Maerki Baumann (Swiss private bank in Bitcoin):

-The discussions about nation-state adoption in the region are real. However, it seems like they are waiting for the US to make its move. Once (If) this happens, the dominos will fall as per nostr:npub128tlrdek6x2clft0zylg9gnes736ef8sumfr0750cd5uc9sgchqqkffadp

-To paraphrase nostr:npub1gdu7w6l6w65qhrdeaf6eyywepwe7v7ezqtugsrxy7hl7ypjsvxksd76nak: Not to rain on everybody’s parade but it feels like people in Bitcoin are overly bullish on the prospect of a US strategic Bitcoin reserve happening. Overall, while outsiders are probably discounting the odds too much, Bitcoiners should tame their enthusiasm. The Eric Trump speech was impressive, he remains a politician though!

-Behind closed doors, a new type of petrodollar deal 2.0 could be shaping up, referred to as the BTC-Stablecoin dollar or simply „crypto dollar“. To understand this, study what former Saudi Oil Minister Ahmed Zaki Yamani and Henry Kissinger thought up in the 1970s.

-The sheiks are not only into Bitcoin but other „crypto“ things as well. Overheard one sheik say to another: „Be aware: Many of these people here are Bitcoin Maxis“. And he said this in a skeptical undertone.

-Many Bitcoin and crypo influencer (as well as entrepreneurs) have been relocating to the Dubai region. I was suprised to see as many familiar faces noe actually living there. Also, the sheiks go out of their way to offer as many incentives as possible.

-Bitcoin is becoming ever more entrenched in the traditional finance system. Especially the $330 trillion real estate market is slowly but surely bitcoinized, be it through structured credit or home equity loans. Expect some interesting podcast episodes over the coming weeks and months on Less Noise More Signal

#Bitcoin #LNMS #SignalOverNoise #Stablecoins #EricaMena #BitcoinMENA #bitcoinmenaconf

Debanking is a hot topic these days and there is no better person to talk this through than with nostr:npub1uyz4w2w4rcphk0q5arzkutrecgscxwzajj4dkvh9mjyqjtxslm6qea8632

Thanks for doing this Caitlin!🙏

Check out the episode:

https://youtu.be/77Iw1UmUrY0?si=MDdAH0loey-nTXEC

Thanks for liking, commenting and subscribing!

#LNMS #Debanking #Rebanking

Babe, next LNMS episode just dropped 🔥

I had an epic talk with Mauricio di Bartolomeo - the man with the best last name in Bitcoin!

We talked about how he discovered Bitcoin in Venezuela and went on to build one of the most successful borrowing & lending businesses in the space. Mauricio shared pro tips on how to best manage collateralized Bitcoin loans and much more.

You don‘t want to miss this one:

https://youtu.be/fGJlrNJ48Uk?si=k4ppQLeDgBWfXj4m

Don‘t forget to like, comment and subscribe🙏

#Venezuela #hyperinflation #authoritarianism #economic #freedom #Bitcoin #loans #cryptocurrency #financial #technology #lending #platforms #digital #assets #lending #collateral #risks #repayment #banks #cryptocurrency #market #borrowers #overcollateralizedloans #borrowingagainstbitcoin #bitcoinbanking #100k

Happy Thanksgiving

Remember, this is the offical "No-Coiner"-convincing day of the year, so let's see what affect this will have on the market...

#Bitcoin

Here‘s my recent talk at nostr:npub1ft69mv46akgwumcxn873948ht0jvhh89c2z95pptfhqyf26g4wnqkatx3v forum in October plan on topic of „Humanity‘s fall from grace and is #Bitcoin the secular messiah?

Check it out and let me know what you think👇🏻🙏

https://m.youtube.com/watch?v=IQFIP6lBdN8

Great:)! True that

𝗧𝗵𝗲 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗠𝘂𝗿𝗱𝗲𝗿 𝗼𝗳 𝗚𝗼𝗱 – 𝗮𝘀 𝗽𝗿𝗲𝘃𝗮𝗹𝗲𝗻𝘁 𝗮𝘀 𝗲𝘃𝗲𝗿

By now, you’ve likely heard about Pump.fun‘s notorious live-streaming feature, which spiraled out of control and showcased some of humanity's worst behavior before being banned now.

Or perhaps you’ve come across the story of the infamous banana duct-taped to a wall, originally priced at $120,000, which recently sold as a piece of art for an astonishing $6.2 million. The buyer? None other than His Excellency, Liberland’s Prime Minister, Justin Sun.

So, in the midst of this bull run you are questioning “our” industry’s assumptions again. 𝗪𝗵𝘆? 𝗪𝗵𝘆 𝗶𝘀 𝘁𝗵𝗶𝘀 𝗵𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴?

Well, let me tell you why all of this is happening by turning to the chad philosopher himself, Friedrich Nietzsche!

In 1882, the German philosopher famously declared, “God is dead!” This bold assertion captured the spirit of an era that would shape the 20th century and beyond. God, a symbol of truth and stability that grounded humanity's moral values, was now absent. The God of the Bible, who declared, “I am the Lord, and I change not,” was pronounced dead by those he created. In The Gay Science (1882), Nietzsche elaborated:

“𝑊ℎ𝑖𝑡ℎ𝑒𝑟 𝑖𝑠 𝐺𝑜𝑑? [...] 𝐼 𝑤𝑖𝑙𝑙 𝑡𝑒𝑙𝑙 𝑦𝑜𝑢! 𝑊𝑒 ℎ𝑎𝑣𝑒 𝑘𝑖𝑙𝑙𝑒𝑑 ℎ𝑖𝑚 – 𝑦𝑜𝑢 𝑎𝑛𝑑 𝐼! 𝐴𝑙𝑙 𝑜𝑓 𝑢𝑠 𝑎𝑟𝑒 ℎ𝑖𝑠 𝑚𝑢𝑟𝑑𝑒𝑟𝑒𝑟𝑠!”

The rise of science and reason ushered in a climate of relentless questioning, overturning beliefs that had been accepted for centuries. Western society, deeply rooted in Judeo-Christian principles, found itself shaken. As scientists proposed new theories about life, even the existence of God came under scrutiny. This shift had profound implications: without God, absolute truth seemed to vanish as well.

Through Nietzsche’s lens, the events of 1971, when national currencies were severed from the gold standard, appear as a logical extension of this worldview. Nietzsche observed that without God, humanity loses its anchor—a fixed measure of truth—and drifts aimlessly, lacking a compass. He vividly described this disorientation:

“𝐵𝑢𝑡 ℎ𝑜𝑤 ℎ𝑎𝑣𝑒 𝑤𝑒 𝑑𝑜𝑛𝑒 𝑡ℎ𝑖𝑠? 𝐻𝑜𝑤 𝑤𝑒𝑟𝑒 𝑤𝑒 𝑎𝑏𝑙𝑒 𝑡𝑜 𝑑𝑟𝑖𝑛𝑘 𝑢𝑝 𝑡ℎ𝑒 𝑠𝑒𝑎𝑠? 𝑊ℎ𝑜 𝑔𝑎𝑣𝑒 𝑢𝑠 𝑡ℎ𝑒 𝑠𝑝𝑜𝑛𝑔𝑒 𝑡𝑜 𝑤𝑖𝑝𝑒 𝑎𝑤𝑎𝑦 𝑡ℎ𝑒 𝑒𝑛𝑡𝑖𝑟𝑒 ℎ𝑜𝑟𝑖𝑧𝑜𝑛? 𝑊ℎ𝑎𝑡 𝑑𝑖𝑑 𝑤𝑒 𝑑𝑜 𝑤ℎ𝑒𝑛 𝑤𝑒 𝑢𝑛𝑐ℎ𝑎𝑖𝑛𝑒𝑑 𝑡ℎ𝑒 𝑒𝑎𝑟𝑡ℎ 𝑓𝑟𝑜𝑚 𝑖𝑡𝑠 𝑠𝑢𝑛? 𝑊ℎ𝑖𝑡ℎ𝑒𝑟 𝑖𝑠 𝑖𝑡 𝑚𝑜𝑣𝑖𝑛𝑔 𝑛𝑜𝑤? 𝑊ℎ𝑖𝑡ℎ𝑒𝑟 𝑎𝑟𝑒 𝑤𝑒 𝑚𝑜𝑣𝑖𝑛𝑔 𝑛𝑜𝑤? 𝐴𝑤𝑎𝑦 𝑓𝑟𝑜𝑚 𝑎𝑙𝑙 𝑠𝑢𝑛𝑠? 𝐴𝑟𝑒 𝑤𝑒 𝑛𝑜𝑡 𝑝𝑒𝑟𝑝𝑒𝑡𝑢𝑎𝑙𝑙𝑦 𝑓𝑎𝑙𝑙𝑖𝑛𝑔? 𝐵𝑎𝑐𝑘𝑤𝑎𝑟𝑑𝑠, 𝑠𝑖𝑑𝑒𝑤𝑎𝑟𝑑, 𝑓𝑜𝑟𝑤𝑎𝑟𝑑, 𝑖𝑛 𝑎𝑙𝑙 𝑑𝑖𝑟𝑒𝑐𝑡𝑖𝑜𝑛𝑠? 𝐼𝑠 𝑡ℎ𝑒𝑟𝑒 𝑎𝑛𝑦 𝑢𝑝 𝑜𝑟 𝑑𝑜𝑤𝑛 𝑙𝑒𝑓𝑡? 𝐴𝑟𝑒 𝑤𝑒 𝑛𝑜𝑡 𝑠𝑡𝑟𝑎𝑦𝑖𝑛𝑔 𝑎𝑠 𝑡ℎ𝑜𝑢𝑔ℎ 𝑡ℎ𝑟𝑜𝑢𝑔ℎ 𝑖𝑛𝑓𝑖𝑛𝑖𝑡𝑒 𝑛𝑜𝑡ℎ𝑖𝑛𝑔?”

Unshackling currency from gold mirrored this philosophical "murder of God." Once God was removed as the arbiter of spiritual truth, it was perhaps inevitable that the economic realm would follow suit. Without a single, immutable source of value in life, why should there be one in money? Why should society remain bound by gold—a metal beyond human manipulation—when it could instead create money over which it held complete control?

Nietzsche foresaw the profound consequences of such upheaval:

“𝐻𝑜𝑤 𝑠ℎ𝑎𝑙𝑙 𝑤𝑒 𝑐𝑜𝑚𝑓𝑜𝑟𝑡 𝑜𝑢𝑟𝑠𝑒𝑙𝑣𝑒𝑠, 𝑡ℎ𝑒 𝑚𝑢𝑟𝑑𝑒𝑟𝑒𝑟𝑠 𝑜𝑓 𝑚𝑢𝑟𝑑𝑒𝑟𝑒𝑟𝑠? [...] 𝑊ℎ𝑎𝑡 𝑓𝑒𝑠𝑡𝑖𝑣𝑎𝑙𝑠 𝑜𝑓 𝑎𝑡𝑜𝑛𝑒𝑚𝑒𝑛𝑡, 𝑤ℎ𝑎𝑡 𝑠𝑎𝑐𝑟𝑒𝑑 𝑔𝑎𝑚𝑒𝑠 𝑠ℎ𝑎𝑙𝑙 𝑤𝑒 ℎ𝑎𝑣𝑒 𝑡𝑜 𝑖𝑛𝑣𝑒𝑛𝑡? 𝐼𝑠 𝑛𝑜𝑡 𝑡ℎ𝑒 𝑔𝑟𝑒𝑎𝑡𝑛𝑒𝑠𝑠 𝑜𝑓 𝑡ℎ𝑖𝑠 𝑑𝑒𝑒𝑑 𝑡𝑜𝑜 𝑔𝑟𝑒𝑎𝑡 𝑓𝑜𝑟 𝑢𝑠? 𝑀𝑢𝑠𝑡 𝑤𝑒 𝑜𝑢𝑟𝑠𝑒𝑙𝑣𝑒𝑠 𝑛𝑜𝑡 𝑏𝑒𝑐𝑜𝑚𝑒 𝑔𝑜𝑑𝑠 𝑠𝑖𝑚𝑝𝑙𝑦 𝑡𝑜 𝑎𝑝𝑝𝑒𝑎𝑟 𝑤𝑜𝑟𝑡ℎ𝑦 𝑜𝑓 𝑖𝑡?”

By abandoning gold as the foundation of monetary value, the financial system lost its anchor to any stable truth, committing the economic death of go(l)d.

Currency, now unmoored from gold, moves in every direction—backward, sideways, forward—leaving us uncertain of its trajectory. In this post-gold era, we are left to grapple with the consequences of a system adrift, mirroring the philosophical turmoil Nietzsche so prophetically described.

Just found the perfect sweater for no coiners once #Bitcoin hits $100k

Where to update?