The value of real estate is highly dependent on the cost of debt. As the bond market wobbles and yields go up in response, asset values that are currently levered with debt will decrease in value.
Real estate will decrease in value. Where will that capital flow? #bitcoin
American leadership has resorted to lobbying the bottom 50% of the population to maintain their power and control, all the while the bottom 50% are the ones feeling the most pain and pressure caused by the leadership of these same Americans.
The foundation is shifting. The narratives are collapsing. Bitcoin is winning. nostr:note1j4yklwwtmlyxahnkxraywqr8e0esn3gdlvqdvfht97jed0jp84tsajjel2
2024 halving: 91,500 (>> 150,000 if Coinbase wasn’t fractional reserving MSTR’s bitcoin)
Reminds me … I need to take my steak out for tonight…
I am a MSTR shareholder calling for proof of reserves.
there is not a lot of nuance contained in MSM bitcoin takes
nostr:nprofile1qy2hwumn8ghj7etyv4hzumn0wd68ytnvv9hxgqgdwaehxw309ahx7uewd3hkcqguwaehxw309ahx7um5wghxy6t5vdhkjmn9wgh8xmmrd9skcqgswaehxw309ahx7um5wgh8w6twv5q3kamnwvaz7tmjv4kxz7fwvf5hgcm0d9h8qctjdvhxxmmdqy28wumn8ghj7un9d3shjtnyv9kh2uewd9hsz9thwden5te0wfjkccte9ekk7um5wgh8qatzqqst6l33qf3eul9rf8hj0c3pphmdqfjcuqv6y2kxtyuutcddenjahzq7t75n7 thanks for pointing that out, I did not know. And really it's better that state's aren't given bankruptcy protection, it would raise the borrowing costs of all states. Better to see the deadbeat states default on their bonds and let the market downgrade their creditworthiness and/or shut them out completely.
Serious moral hazard for those running states’ budgets. Why wouldn’t they run an insane deficit?
I’m thinking nostr:npub1guh5grefa7vkay4ps6udxg8lrqxg2kgr3qh9n4gduxut64nfxq0q9y6hjy “supercycle” call on nostr:npub10uthwp4ddc9w5adfuv69m8la4enkwma07fymuetmt93htcww6wgs55xdlq might age about as well as his “no dips, just up” call.
Cc: @ODELL
One week until we get the Trump unlock.
Wee’re living through Mandibles. Bitcoin standard near? nostr:note19hag9znug2sunlqqjt50vqdjdzrx8srwwys73wxx2r24euzd3zjqv6d94u
On April 15, after you mail in your taxes ask … you and your friends over drinks … why pay?
April 15th: ‘Why Pay?’ Day
They have a data visualization software similar to tableau.
Remember when saving the entire global financial system required a bail out of ~$800B? Some estimates are that insurance will only play out ~$20B and total liabilities are around $150B.
One city, one disastrous event ~10-15% what it took to “save” the *entire* global financial system in 2008-9.
There is no bankruptcy law covering states’ debts.
nostr:npub1r00t03pv2kxpes5x676xu3j2e0ag8hmmtzv8et0matxg876tnkgsp5sqe8 hey, subscriber here. A question/request about the charts on bitcoinstrategyplatform … the MVRV y-axis goes up to 30 even though the highest we’ve recently seen is ~10 … can we get the ability to change the axis (both x & y) and or will you better fit the axis so we can see the specifics around the recent data we’re looking at?
Thanks.
It is kinda crazy to go all the way through a cycle … you get to see the rage quits, you see the slowly developing disinterest, you see the very public blow-ups, and you see yourself from four years prior.
So much learning from all the predictable outcomes…gotta stay humble and avoid being a notable outcome.
What’s going to trigger the next round of QE (or emergency liquidity boosting action from the Fed)? Since there are those who say there is no recession imminent, why would the Fed stop taking dollars out of the system? What will cause interest rate action?