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Brad Mills
148d1366a5e4672b1321adf00321778f86a2371a4bdbe99133f28df0b3d32fa1
Angel Investing into #Bitcoin & p2p web Companies, supporting bitcoin culture at Geyser.fund Grants.

DM it to me, I’ll take a look and compare. Been through the grinder with hematologists and immunologists over the last few years.

Skin in the game but left on the pavement as bitcoin lifts off.

Just yesterday Jim Rickards says the black swan theory was junk science. Seems like we’re seeing the fall of the relevance of Taleb.

His books were very interesting though. RIP Taleb’s Reputation.

This was a nice story about a crocodile.

https://youtu.be/3-8t02CjTOU

Does it have to be like a stimulating environment that you walk in, or do you enjoy walking in a city or a rural town as much as you do on an Oceanside or mountain trail?

Been calling this for 2 years on clubhouse, I wish I had a bet placed… I guess I have bitcoin

Wow, how do you enjoy the walk without distraction? Do you have company? When I walk alone I usually have to listen to something … or catch Pokémon.

What do you do when walking? Listen to something like an audiobook, calls, music, or enjoy the walk like a psycho?

I’m trying to encourage people to post their content here more.

Seems like there’s definitely an addiction to the audience.

All that engagement on Twitter is hard to match even with zaps.

It looks like Jim Rickards also thinks Nassim Taleb is a charlatan.

Yesterday he called the black swan theory junk science.

I like that better for non technical people

Thank you for your reply.

Can you explain how the $2 T bill shortage happened relative to long term bonds? Was that because of QE or something else?

Also, is there a way to measure how much consumer deposits moved from savings / checking accounts to money markets and t-bills?

I know that we’ve seen ~$600B in withdrawals from deposits, one of the largest drawdowns in history for us banks…

However I couldn’t find where that went, I did find “debt securities” which includes municipal bonds, corp bonds and CDs among other things from 2020-2022 (household & non-profits) went from $4.5 T to $3.14 T to $4.5 T

So it seems that there was not some major exodus from deposits into t-bills based on that data…

https://www.federalreserve.gov/releases/z1/dataviz/z1/changes_in_net_worth/chart/

What is the best website to use when shilling Nostr to non technical people?

Ppl asking me for a step by step guide, not sure what to give them.

Jim Rickards in a recent article said that the real problem is not a banking crisis but simply a shortage of collateral (Treasuries) to support bank derivative positions.

He said that leads to bank failures and the regulators don’t understand the problem.

Is this true?

How can this round of bank failures and insolvencies be caused a shortage of collateral? Does he really mean that the derivatives positions have ballooned while the value of collateral (bonds, mbs, stocks) has dropped?

If this is true, is it likely the regulators, the Fed and the Treasury don’t know about this shortage of collateral?