nostr:nprofile1qqsg86qcm7lve6jkkr64z4mt8lfe57jsu8vpty6r2qpk37sgtnxevjcpz4mhxue69uhkummnw3ex2mrfw3jhxtn0wfnsz8nhwden5te0dehhxarj94ex2mrp0yhxgetjv44hymmnwvhx6egmze5w2 Jeff, really enjoyed your recent talk on Bitcoin Matrix. Can you expand on what you said regarding Quantum risk? I interpreted your response as you’re not concerned, because the network is trying to address it now ahead of time. Anything else you can share?
Thanks!
So on BitBonds:
On recent nostr:nprofile1qqs879mhq6kkuzh2wk57xdzanl76uem8d7hlyjd7v4a4jcm4u88d8ygpz3mhxue69uhhyetvv9ujuerpd46hxtnfduq3vamnwvaz7tmjv4kxz7fwwpexjmtpdshxuet5gnk8re, nostr:nprofile1qqsywt6ypu57lxtwj2scdwxnyrl3sry9typcstje65x7rw9a2e5nq8spz3mhxue69uhkummnw3ezummcw3ezuer9wcq37amnwvaz7tmzd96xxmmfdekkz7rfd4skc6tnw3ejummwd35kueg8h22n0 gave the example of rolling $2T in debt and funding with $2T of BitBonds instead. 90% proceeds go to cash and 10% gets invested in BTC, with the issuer and holder splitting the BTC after the term ends in 10 years.
Makes a lot of sense, but in this example what about the $200B of leftover debt that still needs to be refinanced? I think there’s a “use of proceeds” problem here.
This BitBond would make a lot more sense for NEW debt funding deficits. But not refinancing existing debt that needs to be rolled over, unless they are selling other assets to make up the difference.
One day stocks will be plummeting, bond yields will be soaring and everyone is going to wonder why Bitcoin is absolutely ripping. But that day is not today. Soon.
Source for this? It would be very helpful to me for a deck I’m putting together. Can’t find in my searches
Tell me some useful information and I’ll zap you 615 sats.
I’ll determine if it’s useful or not lol 😂
If the states act in 3/4 concert, we can literally do anything we want to the federal government without Congress. Term limits, outlaw insider trading, get rid of admin agencies, etc. States are sovereign
Reminds me of a joke that killed with my 9-yr old son: “if a person who makes art is called an artist, is a person that makes farts called a fartist?”
Sure seems like it. Appears to be validated with the billions they are saying they are now going to have to spend on defense. Basically, Trump is saying that we can’t cover defense spending for a country and be at a major trade deficit. That’s a double whammy. Actually makes a ton of sense. Even more so if you realize these countries are no longer buying our debt
Does seem to be some legitimacy regarding us covering European defense spending, and other countries having unequal tariffs to the detriment of US exported goods
Bought some bitcoin. More than the usual DCA. Feels like when the courts ruled in favor of Grayscale vs SEC. Market is really mispricing how bullish this SBR announcement is.
Can't stop. Won't stop. ⚡
Episode #8 is coming out on Thursday, March 6, 2025 at noon ET.
An interview with the one and only nostr:nprofile1qyx8wumn8ghj7cnjvghxjmcpz4mhxue69uhk2er9dchxummnw3ezumrpdejqqgqrkkf770v4zq44f00lwaegzvd8cw7layq8kzuje47y449qqgw7y5eezx9t of nostr:nprofile1qythwumn8ghj7cnfw33k76twv4ezuum0vd5kzmp0qyt8wumn8ghj7etyv4hzumn0wd68ytnvv9hxgtcqyrcswcc4mymzcxw2m77d5h274psr7tnwr2u0anurjtwl8s4w0tg4watsjd4 !!
We'll be discussing Nik's new book, his upcoming #AI and #Bitcoin class at USC, as well his well-informed #macro takes.
The show will be streamed on nostr:nprofile1qy88wumn8ghj7mn0wvhxcmmv9uq3zamnwvaz7tmwdaehgu3wwa5kuef0qqsv73dxhgfk8tt76gf6q788zrfyz9dwwgwfk3aar6l5gk82a76v9fgfngn5a and YouTube.
Please reply below with any questions for Nik during tomorrow's show!
Will you consider adding these to Spotify? Would be great if you could put them all there, back to ep 1!
Feel this. I think physical injuries and clinical depression must be closely linked. Been dealing with the same issue (a knee) over past several months
Appreciate your perspective and insight! It’s clearly working really well for you
So I have a similar fitness regiment — CrossFit, lifting, etc. I used to take the same approach but as I got more serious about CrossFit, I started wondering why I wasn’t taking the diet as seriously. I will tell you that tracking your macros and ensuring you’re fueling your body correctly is a game changer. I’d highly recommend the RP Diet app — very popular tool among CrossFitters and lifters. The extra 2-5% progress you’ll get out of it is worth it. Once you measure food and experience the precision, it will change your mindset.
It’s a Marvel show but grittier than the movies. She’s an alcoholic detective with super strength, and season 1 in particular was excellent. If you’re a fan of the actress, you’ll love the show because she’s the star and was really good.
You should watch Jessica Jones on Netflix
I know, blown away by the work that went into this