I don’t do many interviews these days, but this was a fun one with nostr:npub16le69k9hwapnjfhz89wnzkvf96z8n6r34qqwgq0sglas3tgh7v4sp9ffxj, who continues crushing it with What Bitcoin Did.
Let me know what you think of my “three burners under the bitcoin price kettle” theory… which I think is particularly apt. 🔥🔥🔥
Very good listen, thank you Jeff! I suppose the economy burner and leverage burner will get turned up to HIGH heat only after the lowering of interest rates are forecasted and executed.
Episode #9: Market Tantrum Almost Over?
I felt compelled to record another live stream with my updated #macro views... and how they related to #bitcoin and risk assets.
TL;DR
- The economic and market-based tantrums are almost over.
- Many tech stocks and bitcoin at oversold levels.
- Highly enthusiastic about #bitcoin at current price levels.
- Increased monetary easing around the world.
- The bull market hasn't even begun... but it's coming (very) soon.
This episode was live streamed to nostr:npub1eaz6dwsnvwkha5sn5puwwyxjgy26uusundrm684lg3vw4ma5c2jsqarcgz and YouTube, and will be uploaded shortly to Spotify and nostr:npub1v5ufyh4lkeslgxxcclg8f0hzazhaw7rsrhvfquxzm2fk64c72hps45n0v5 .
Here's a link to the show, in case you missed it:
nostr:npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l what’s your best guess as to what J Powell will do/say next week?
Episode #9: Market Tantrum Almost Over?
I felt compelled to record another live stream with my updated #macro views... and how they related to #bitcoin and risk assets.
TL;DR
- The economic and market-based tantrums are almost over.
- Many tech stocks and bitcoin at oversold levels.
- Highly enthusiastic about #bitcoin at current price levels.
- Increased monetary easing around the world.
- The bull market hasn't even begun... but it's coming (very) soon.
This episode was live streamed to nostr:npub1eaz6dwsnvwkha5sn5puwwyxjgy26uusundrm684lg3vw4ma5c2jsqarcgz and YouTube, and will be uploaded shortly to Spotify and nostr:npub1v5ufyh4lkeslgxxcclg8f0hzazhaw7rsrhvfquxzm2fk64c72hps45n0v5 .
Here's a link to the show, in case you missed it:
Hi Jeff, what’s your best guess as to what J Powell will do/say next week?
GM #nostr family. ☕
I'm gearing up for my third live stream today!
Just me... No guest conversation today... Although I am hoping to do group conversations (with 1-3 guests at a time) in the future.
Once I can nail down a specific time for today's live stream, I'll post it here on Nostr. -- It should simultaneously stream on both nostr:npub1eaz6dwsnvwkha5sn5puwwyxjgy26uusundrm684lg3vw4ma5c2jsqarcgz and YouTube.
Any last minute questions or assets you'd like me to discuss?
Are you expecting global M2 to rise this year more from foreign sovereigns like Europe and China than the US? And if so, what effect does that have on the Trump administrations goal to get the DXY lower?
New episode just dropped...
WILL MICROSTRATEGY BECOME THE BIGGEST COMPANY IN THE WORLD? w/ Jeff Walton
In this one we discuss:
- Valuing equities
- The MicroStrategy playbook
- Preferred stock issuance
- The MSTR premium
https://cdn.satellite.earth/1ac1e959b5b5771f8c693254d3a5f9e6512f6245f2cb719b9c4346ee9b7eb6ae.mov
50% of inflows into the indexes are from reoccurring/passive zombies🧟?!?!
I guess that’s why Apple stock is us up over 60% while growing their revenues by .3% in the last 3 years.
100% MSTR IRA Allocation and 100% personal spot Bitcoin in cold storage is the new 60/40 kids. 
I will gladly come over here for your analysis. Thank you for all you do!