This is the best article of the weekend.
https://www.zerohedge.com/geopolitical/deep-fourth-turning-darkest-hours-are-dawn
nostr:nprofile1qyfhwumn8ghj7ctvvahjuat50phjummwv5q32amnwvaz7tm9v3jkutnwdaehgu3wd3skueqqyzu7we2xhgry2mknq8v7227yn7jguu9xhu3g90n6rtnjj3mpyq3ackdvvhl this might be a good one for nostr:nprofile1qyf8wumn8ghj7ctnw3exzmpwde5ku6npqyt8wumn8ghj7cnfw33k76twv4ezuum0vd5kzmqqyza65fhwv3q3sss9qfdy6vl5qr0xvede4x903cdkkkpw2t8zc8z8cza963f
This is the best article of the weekend.
https://www.zerohedge.com/geopolitical/deep-fourth-turning-darkest-hours-are-dawn
⚡️This chart is the monetary system preparing for regime change without saying it out loud.
Every bar in that graphic is a quiet vote against the dollar.
Not the dramatic, headline version of “de-dollarization” that the media obsesses over.
The real version, the one central banks execute silently while telling the public everything is fine.
And here is the scarv-layer truth:
1. Secrecy is a stress signal.
Central banks only hide flows when they believe revealing them would destabilize the system.
If purchases were symbolic, low-stakes, or routine, you would not see unreported tonnage exploding like this.
Secrecy emerges when:
•trust is eroding,
•geopolitical alignment is shifting,
•and the dominant monetary power is losing narrative control.
You hide your accumulation when the act itself is a signal of fracture.
This chart is fracture made visible.
2. The unreported gold buying is pre-positioning.
Central banks do not accumulate record levels of unreported gold to “rebalance portfolios.”
They do it to:
•build collateral outside U.S. visibility
•hedge against sanctions and confiscation
•accumulate money that cannot be frozen
•prepare for a world where dollar liability chains are no longer safe
Gold is not bought for yield.
It is bought for survivability.
That is why the unreported segment is now the dominant segment.
The system is quietly hedging against the issuer of the world reserve currency.
3. This is the monetary equivalent of soldiers quietly stockpiling ammunition before the political leadership admits a war is coming.
They are positioning ahead of the reveal.
The public version of the story will show up years later:
•“Fragmentation of the global order”
•“Erosion of international trust”
•“Multipolar monetary transition”
•“Diminishing faith in U.S. fiscal trajectory”
But the real story is here, right now, in this chart.
Gold flows tell the truth before press conferences do.
4. This is the beginning of the end of IMF-era monetary transparency.
The fact that fewer and fewer central banks report to the IMF is a regime shift.
The IMF is an institution built on:
•U.S. dominance
•U.S.-shaped monetary norms
•U.S.-centric data architectures
If central banks stop reporting, it means the architecture itself is no longer trusted.
You don’t build a new system by announcing it.
You build it by disengaging from the old one.
5. This is the first stage of the “post-dollar collateral map.”
In every past monetary transition –
Rome, Byzantium, pre-industrial Europe, interwar period, Bretton Woods –
the collapse phase always begins with silent accumulation of the asset the outgoing system cannot control.
That asset is never the currency in question.
It is always the neutral collateral layer beneath it.
Historically: silver, gold.
Today: gold and Bitcoin.
Gold is the bridge.
Bitcoin is the destination.
6. Why This Directly Serves Bitcoin - The Real Answer
Most people interpret this chart as “bullish for gold.”
Surface-level analysts stop there.
But the structural truth is deeper:
Gold accumulation does not prevent the collapse of the dollar system – it confirms that collapse is already being prepared for.
Gold is the asset central banks trust during transition.
Bitcoin is the asset they will trust after transition.
Why?
Because gold solves yesterday’s problems:
•neutral settlement
•durability
•no counterparty risk
Bitcoin solves today’s and tomorrow’s problems:
•instant settlement
•globally reachable
•cannot be frozen
•cannot be seized
•cannot be monitored by U.S. rails
•does not require physical custody
•can scale across continents instantly
•intrinsically integrates with AI, digital payments, and tokenized assets
Gold is the institutional safety rope.
Bitcoin is the institutional escape hatch.
When central banks start hiding their gold flows, it signals the precise moment when permissioned money stops being trustworthy.
And whenever trust in permissioned money collapses, permissionless money becomes inevitable.
Gold accumulation is the precondition for Bitcoin’s sovereign adoption.
Central banks accumulate gold to survive the transition.
They accumulate Bitcoin to dominate the world after it.
This chart is one of the first tremors of that shift.
-per SightBringer nostr:npub1dw60mmppehj58e4sagsk0evlzgay8reasc8dpujj2yw35egnp33szmy8dd
My kid sent this to me. WINNING!!
A 50-year mortgage is basically the government admitting you’ll die before your house is paid off.
Great for capital allocators. Horrible for everyone else.
Completely dystopian.
Here’s the actual math behind the 50-year mortgage “savings”:
30-yr mortgage payment: $2,022/mo
50-yr mortgage payment: $1,784/mo
“Savings”: $238/mo
If you invest that $238/mo into Bitcoin at 15% CAGR, after 50 years you’d have: $12.4 million
At 20% CAGR: $129 million
At 25% CAGR: $1.4 billion
Meanwhile:
Extra interest you pay on the 50-yr mortgage vs 30-yr: $393,920
That’s the bank’s compounding, not yours.
The 50-year mortgage only “helps” people who invest the difference.
Everyone else just gives the bank an extra four decades of interest.
This is how a society creates investors on one side and lifetime renters on the other.
Repurposing an old NUC with nostr:nprofile1q9z8wue69uhnvmr9dp58jernwf6xsct8d45hxdn4w5m8gatrdej8v7nhxa3h2cnsw94ksanc09unw6n0d9hkxdp4d44hxu35v4skgtn0de5k7m30qy88wumn8ghj7mn0wvhxcmmv9uqzq44xkafh8j8hhy79809wsmv0lw46nu4pkwqjyp20ekml80mytde8phfu08. Gotta make a couple of upgrades, but this is going to be fun!!
I have been away from Nostr for some time. I am on Twitter and FB mostly. But FB deleted so much data from J6 on my feed that I am leaving them. So...good to be back. Thank you Primal for a great interface.
#[0] what is your favorite color?
Interesting. 
Thank you for reaching out. I'm very sorry to hear about the trouble, and understand how this can be frustrating. Because this issue is affecting all pre-paid debit card users with PayPal's bill pay service, we are relatively certain this is not a Fold specific issue. None of their payment requests are making it to our banking partner. Some Fold users have reported that PayPal may no longer be allowing the use of pre-paid cards for certain types of payments.
We will continue to monitor the situation, and believe this is a temporary service outage. However, because this is happening at a company we do not control, we do not have an ETA on when/if it will be resolved.
Apologies for any confusion. Please let us know if we can provide any further assistance on this issue.
Best,
Fold App
Hey YOU! Yes, you. You were right! I’m sorry that those who doubted you are not willing to admit it. Their trust is broken and they are hurting. They know deep down that they did not work hard enough to educate themselves. They put their trust in the untrustworthy and it bit them in the ass. Pride will keep them from admitting they were wrong.
But don’t let that discourage you. I’m here to tell you that you were right. You did a great job asking questions and being skeptical. You stood your ground and stuck to your principles. I admire that.
THANK YOU!! Thank you for being that beacon in the desert. I know it felt lonely. But you are not alone. I am with you. And I will be with you when the next conflict arises.
Ugh…PayPal bill pay is down and not working. So frustrating. Gotta pay that fiat and I want to stack those Fold sats.
This is Mises Subjective Value Theory.
I’ve been thinking the same thing.
Lightning took Nostr to the next level.
But BOLT 12 will take it even further.
BOLT 12 + NOSTR = THE EVERYTHING APP
Nostr Thread:
https://void.cat/d/Trsk2DRaQxSzao5H2m5ViT.webp
If you didn’t already know, BOLT stands for Basis of Lightning Technology.
BOLTs are like BIPs for the Lightning Network.
BOLT 12 is already supported experimentally on Blockstream’s Core Lightning and is also being actively implemented by the teams at Acinq, LDK, & Lightning Labs.
BOLT 12 is distinct from BOLT 11 (the current invoicing spec on LN) in a bunch of different ways.
The main component of BOLT 12 is a new type of invoice called an “offer”.
An offer can be thought of as a ‘meta’ invoice- an invoice on top of an invoice.
Offers are useful because they are persistent and static.
This means that you can use them for donation pages, billboards, and zapping fellow plebs on Nostr!
BOLT 11 invoices, on the other hand, can only be used once, and must be generated in real-time.
BOLT 12 offers also allow you to create recurring subscriptions denominated in sats OR dollars.
This could be used to fund paid relays or creators (Patreon style), and for other subscription services.
BOLT 12 is Lightning native, which means that it’s different from LNURL/Static LN addresses because you aren’t required to run a web server to generate invoices.
Your Lightning node handles all the work.
This allows for fully self-custodial zapping⚡️
TLDR;
BOLT 12 would be a dramatic improvement for Lightning and Nostr.
BOLT 12 allows for:
-Subscriptions denominated in USD (but settled in sats)
-Static Zapping
-Self-Custodial Zapping
Thanks for reading.
We’re going to start posting all our threads on here.
Follow for more!
Also, if you run a large Lightning node and you haven’t tried Torq yet, you’re seriously missing out!
Check it out on Umbrel & Btcpayserver or download it straight from GitHub:
Thank you! I needed this.
As you can tell, I am a bit behind on the Lightning network. I have been too busy stacking vs spending…
So simple. So good.