Nostr Web Client

https://blossom.primal.net/44fde8fa604875960abbdf72064c091ea3fcbe60eea9864b01e25e33b307c005.mp4

Yours truly on the US Federal reserve :

“At the start of 2020, billionaires’ wealth was 14.1% of GDP. Now it’s 22.7%. The biggest creator of income inequality in the United States is the Federal Reserve.”

THE FED = AN ENGINE OF INCOME INEQUALITY.

#Economy #Finance #Markets #Bitcoin #Crypto #DebtCrisis #USDebt #GlobalEconomy #StockMarket #fmi #fed #cme #bitcoin #fiat #btc #trezoitao #america #europe ## #

https://blossom.primal.net/66f50245740bcdd7e008250b22f2426f4ecec821e2607b8cea750c1b9a6a28f9.mp4

Ukrainian investigative journalist, Alexsei Brovchenko, one of those responsible for exposing corruption in Ukraine beaten and kidnapped by Zelensky's men.

EU values on display...

#russia #war #Ukraine #Zelensky ## #

When the Fourth Turning Begins, Markets Reprice Trust And Not Just Assets

The Dow to Gold ratio isn’t about calling the top in stocks or predicting a crash next week. It’s a long arc signal about confidence. When the ratio is high, it usually means investors are comfortable owning claims on future growth in stocks, earnings, promises. When it rolls over and trends lower for years, it’s usually because that confidence is fading and people start preferring assets that don’t depend on anyone else keeping their word. Gold doesn’t need earnings, policy support, or growth assumptions. It just sits there. A falling ratio is the market quietly saying that it trusts certainty more than optimism right now.

Why The Turning Matters

What stands out on this chart isn’t the volatility, it’s the duration. Every major decline in the ratio wasn’t a quick panic; it was a multi year repricing tied to a broader shift in the system. Stocks didn’t always implode overnight. Sometimes they went sideways for a decade while gold did the work. That’s the part people miss. You don’t need a dramatic crash for this ratio to fall hard. You just need an environment where real returns on financial assets are capped, diluted, or slowly eroded while uncertainty keeps rising.

How This Lines Up With A Fourth Turning Mindset

This is where the historical lens helps. Periods that later get described as crisis eras tend to share the same feel where institutions lose trust, policy becomes reactive instead of principled, and stability gets prioritized over efficiency. In those moments, markets stop rewarding growth narratives and start rewarding durability. That’s exactly the backdrop where the Dow to Gold ratio tends to compress. Not because people suddenly hate stocks, but because the system itself is being renegotiated on who pays, who’s protected, and what really counts as wealth.

My View

The chart is whispering regime change. It’s telling you that the next decade may look less like the last one, less about compounding returns and more about protecting purchasing power through uncertainty. Whether that plays out through lower stock prices, higher gold prices, or a long stretch of frustration in between, the message is the same that when confidence becomes scarce, collateral starts to matter more than stories.

#Economy #Finance #Markets #Bitcoin #Crypto #DebtCrisis #USDebt #GlobalEconomy #StockMarket #fmi #fed #cme #bitcoin #fiat #btc #trezoitao #america #europe ## # #crash #trump #america #debt

https://blossom.primal.net/aced5cd8abab476785f8269eb011f7736d236579f51465cc30a1287c148deda5.mp4

Peter Zeihan : What Coming Is Worse Than 1929- US Collapse, Gold & Realstate Crash, Russia & China.

#Economy #Finance #Markets #Bitcoin #Crypto #DebtCrisis #USDebt #GlobalEconomy #StockMarket #fmi #fed #cme #bitcoin #fiat #btc #trezoitao #america #europe ## # #crash #trump #america #debt # ####

https://blossom.primal.net/60eee4cb69bb0be0d409c05d9199a2f79d49289c24a73d6a00e5b6ce23179798.mp4

RS83 1w ago 💬 1

Who had two vaccines? and three? and five? Who has 5G? or rather who will deny having 5G at home. It's better than super slow 3G

This is graphene oxide's reaction to 5G. This is in every vax and ends up in your brain. Imagine what will happen when they turn the 5G on to full power at 64Ghz.

#covid #5g #nostr #church ## # #vaccines

#Subversion #CulturalMarxism #IdeologicalSubversion #YuriBezmenov #SocialEngineering #bitcoin #btc #america #

https://blossom.primal.net/a4080eb6f3fef0465441c2bcf88315e72418468614e27af04a7cf3e1449f4f04.mp4

https://blossom.primal.net/2091e8d29c34d3b13a4e874a3db0ab6bc3e0c9f8b05579ccae09d196f22809c0.mp4

https://blossom.primal.net/c13aa485035bb424f24d1e736462ee092aaa644604ffec32f2f25fec97e18fc8.mp4

https://blossom.primal.net/3c10d94597ac9b1947292120b048135092345f9320ddb03573e51e67cd8e62d4.mp4

Arthur Hayes warns about Fed liquidity in 2025, Bitcoin strengthens as a global store of value, and Strategy creates digital credit challenging traditional banks.

The Federal Reserve has launched purchases of short-term securities that, in practice, function as quantitative easing. Arthur Hayes warns that this increases liquidity and scarce asset investments like Bitcoin, which was around US$87,300, despite recently reaching US$92,695. Interest rates are expected to remain capped until 2026, maintaining pressure on traditional monetary policy. In a scenario where fiat currencies depreciate and governments expand spending unchecked, having independent and scarce assets becomes a strategic hedge against loss of purchasing power and economic instability.

Coinbase Institutional predicts that 2026 will be decisive for the crypto market. More clearly regulated, the adoption of stablecoins and institutional participation could transform Bitcoin from a niche asset into a global financial pillar. Stablecoins could reach $1.2 trillion by 2028, and Bitcoin's volatility has fallen to 35%–40%, revealing high-growth tech stocks. In a world where countries and institutions seek to control the flow of capital, they have Bitcoin as a guarantee of financial independence and resilience in the face of geopolitical crises or systemic failures.

🏦 Strategy created a digital credit system backed by Bitcoin, operating outside the traditional banking system and threatening to make banks obsolete in certain transactions. Pressure from institutions like JP Morgan temporarily held back prices and stocks, but consolidated Bitcoin as a central asset for corporate credit and sovereign reserves. On-chain data shows that 70% of the Bitcoin in circulation was acquired above $85,000, creating a structural floor. This movement shows how Bitcoin can serve as the basis of a parallel economy, resist centralized decisions and vulnerabilities of traditional financial institutions.

The long-term perspective suggests that Bitcoin is not just a hedge against inflation, but rather based on a new global financial, institutional, and geopolitical architecture, with a more stable price and growing demand. For those who think about the future beyond the immediate economic cycle, this means having a store of value that transcends borders and regimes, guaranteeing autonomy and security in times of global uncertainty.

#btc #bitcoin #nostr #fed #coinbase #miner #geopolitical #financial #kaspa ## #

Brutal Corrections For Many Of The AI/Momentum Names.

% from 52-Week High:

$ORCL -48%

$OKLO -61%

$IREN -56%

$CIFR -41%

$APLD -45%

$IONQ -46%

$ALAB -47%

$EOSE -40%

$CRWV -65%

$CRCL -73%

$CRDO -37%

$MSFT -14%

$META -18%

$INTC -18%

$NVDA -19%

$AMD -25%

$NFLX -29%

$ETHA -41%

$IBIT -32%

https://blossom.primal.net/7c2cfe5be6cdc91ad6a4c263a1be0e6537e525c4d441fc1d37fee526990a07d5.mp4

https://blossom.primal.net/a4b70bb4bfee9dbe3d2098706395207401f7130c62195e06b79d69c4ac28b710.mp4

From the latest BofA Fund Manager Survey:

- Investors have the lowest cash allocation in history,

- The highest sentiment since July 2021,

- And the highest allocation to stocks + commodities since February 2022.

#Economy #Finance #Markets #Bitcoin #Crypto #DebtCrisis #USDebt #GlobalEconomy #StockMarket #fmi #fed #cme #bitcoin #fiat #btc #trezoitao #america #europe ## #

https://blossom.primal.net/e415ae653b7d852f3aa73b9b1c0d592d889516b6c04bd17ae61fe0cc2770f7cb.mp4

Mineradores dominam o mercado de Bitcoin e fortalecem reservas enquanto empresas reduzem compras corporativas

> Por: Satoshi Máximus| Data:12/12/2025

🏢 As empresas diminuíram suas compras de Bitcoin, mas as mineradoras estão assumindo papel central na adoção corporativa. Elas conseguem adquirir BTC com desconto via recompensas de bloco, tornando seus balanços cada vez mais estratégicos.

📊 Apesar da desaceleração, as mineradoras continuam a ancorar as participações públicas em Bitcoin e responderam por 5% das novas adições e 12% dos saldos agregados de empresas públicas em novembro. MARA, Riot e Hut 8 já estão entre as maiores detentoras públicas.

📉 Em novembro, o preço caiu para perto de 90 mil dólares, testando a resistência de quem comprou acima disso. Apesar de perdas temporárias para muitas tesourarias, o Bitcoin segue sólido para quem pensa no longo prazo. Mineradores sustentam o ecossistema e mantêm o jogo firme para investidores de visão.

Mineradoras detêm 127 mil BTC no total, cerca de 12% das reservas de empresas públicas. MARA lidera com 53.250 BTC, seguida por Riot com 19.324 e Hut 8 com 13.696, mostrando que mesmo com menos compras corporativas, elas continuam segurando e fortalecendo o Bitcoin, segundo a Bitcoin Treasuries NET.

#Bitcoin #btc #miner #cryto #market ## #

https://blossom.primal.net/3231781ecef8baf8806d77a5fee87a505cb273a8ebf1eeeaba9c36ac57ffada3.mp4

Moon landing on 1968

NASA is a lie

#nasa #coldwar #nixon #america ## #

https://blossom.primal.net/94df1adddcf63aceb73e49011cc2999a3cf11ce04d2ca83ca78d940f7e7de948.mp4

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https://blossom.primal.net/c4be4c1093e4d5449a787d4546839bd4a7dd02108caf1cb6106777cb97d3e1ae.mp4

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https://blossom.primal.net/b04b83d3ec9fd158cf1ef8574669871bd94d49dbd484a840a4a487b9b7a4a770.mp4

https://blossom.primal.net/47993d7ffb5e825888cffe98ed696ed50c784b93a3911b662b93141d9e333682.mp4

https://blossom.primal.net/90f5de3ddf45e6617632efd9fb166abcf94973615dc5e3bff36d07b743de12a0.mp4

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https://blossom.primal.net/12e1c2cef1c20f7b13802447f5934d55e9f7a91d737a73779b51e055b8ae5fb6.mp4

https://blossom.primal.net/2f402293dae9cf26982ecbf7aaf1da894ee69da2361f99388cadd65e763580a8.mp4

https://blossom.primal.net/56f0873018dc722521f3150f439de8a5c18e95cb96350896273951a35ba012be.mp4

https://blossom.primal.net/1eb048c92193999427d75ada6d71a4f050c7a9f6ea108c46aab66f81f06121a6.mp4

https://blossom.primal.net/0f1377f075bd861763fec75260da46fd5f43d6e6552c8eb9cfa334eccf2bd910.mp4

https://blossom.primal.net/4c01eba422f482cdf06c1a8b62e2ba7b63967b99dbc9f8b9b7e7c5fbc08613bf.mp4

https://blossom.primal.net/9c325e7a290a79274e898443a2e5a4f9370147745946bb00921db049ee48c536.mp4

We’ve Burned the Cushion Right Before the Biggest Refi Year in Modern History

This line is basically a stress barometer for the financial system. It measures how much easy, ready to use cash sits inside banks (reserves and reverse repo) relative to total deposits. When it’s high, everything feels effortless. Repo trades clean, Treasury auctions go smoothly, and calendar swings don’t matter.

When it’s low, the system still works but it gets touchier. Small timing mismatches start to matter. Settlement days matter. Suddenly the pipes have less room to absorb shocks.

We’ve been here before. Every time this gauge dips under that 16% area, something in the plumbing eventually creaks. In 2019, it wasn’t the economy that snapped, it was the funding market. A routine cluster of tax payments and settlements hit thin reserves, repo rates exploded overnight, and the Fed had to step in immediately. The lesson is simple…you don’t see plumbing problems until they’re already happening.

What Makes This Drop Different From the Others

In the earlier troughs, the story was straightforward where reserves got low, and there wasn’t much of a backup buffer. The system was fragile, but fragile in a clean, recognizable way.

This time is different because the past 2 years came with a massive safety valve with the Fed’s reverse repo facility. At its peak, money funds had more than $2 trillion parked there. That pile of cash acted like a shock absorber. QT could run, Treasury could issue aggressively, and the system barely felt it because RRP quietly soaked up the pressure.

But now that cushion has basically vanished. RRP is back near zero, and reserves are drifting into the same zone that preceded the 2019 funding spike. So we’re hitting the low liquidity area after burning through the giant buffer that kept everything calm the past two years.

That’s the part worth underlining:

every previous trough came with low reserves but no prior cushion. This trough comes with low reserves and an exhausted cushion. It’s a thinner margin than the chart makes obvious at first glance.

That’s why the Fed is already nudging bill purchases back into the conversation. They’re trying to make sure the pipes don’t rattle at the worst possible moment.

What Happens If This Line Keeps Slipping

If this gauge inches lower, the first cracks won’t show up in stocks. They’ll show up in the money markets…sloppy bill auctions, noisy repo prints, odd funding spreads. That’s how it always starts.

And here’s the bigger point..we’ve NEVER gone into a massive refinancing year at this scale with $9T of U.S. government debt, $1.8T in CRE, $16T globally with liquidity this thin and no buffer left in RRP. There’s no real historical precedent for that combination. Past cycles either had less rollover pressure, or QE was already underway before the maturity wall arrived.

The system is entering a phase where the Fed will have to be quicker and more proactive than they were in 2019, because the cushion that softened the tightening cycle is gone. The risk isn’t that something breaks out of nowhere, it’s that the usual calendar drains now land directly on core reserves.

The Fed knows this. The market should too.

https://blossom.primal.net/9a3817c898a6f6b3105e344af703bccb74f70314808131d1bc1f4f9e5155c249.mp4

Leverage Makes the Climb Look Easy Until It Doesn’t

What jumps out here isn’t just that stocks are high. It’s how they’re high. Market value and margin debt have been rising together, almost in lockstep. That tells you a meaningful chunk of this move isn’t just fresh savings or long term capital rotating in. It’s borrowed money leaning into the trade. That always feels fine when prices are rising because leverage is invisible on the way up. It only shows itself when something forces people to step back.

Why That Matters Right Now

Context is everything. Unemployment is quietly moving higher and inflation is fading more because demand is cooling than because policy won, then the economy underneath this market is getting softer, not stronger. In that environment, debt gets heavier to carry in real terms. That’s the part people tend to miss. Leverage works best when growth is accelerating and cash flows are expanding. It works worst when the economy slows and confidence thins out.

My View

The shaded bear market bands on this chart are the reminder of how this usually resolves. Margin debt doesn’t unwind gently. It unwinds because it has to. When prices stall or slip, lenders tighten, calls get made, and selling becomes mechanical instead of thoughtful. You don’t need a dramatic shock for that to start, just a market that stops rewarding risk the way it has been. My strongest takeaway is that this rally is being held together by confidence plus leverage at a moment when the macro backdrop is quietly deteriorating. That doesn’t mean an immediate collapse. It means the margin for error is thin, and when confidence finally wobbles, it tends to wobble all at once.

RS83 2w ago 💬 1

Hear me out, was the entire period since the Great Financial Crisis just an unsustainable artificial debt binge?

RS83 1mo ago

https://blossom.primal.net/2d21d62847fed0ad485c20844cd1c881352826bc90c4d45de78690bd2e38b920.mp4

https://blossom.primal.net/1906b0c44c7eb98a23389541b1e1e2f53c4f268ca190a0db2a342a3f29063f06.mp4

RS83 4mo ago 💬 1

The conventional wisdom is the US has been FAR softer on Russia under Donald Trump than under Joe Biden.

But look closer - esp at sanctions - and it's not quite as simple as that... Not at all...

A deep dive, featuring the most psychedelic chart ever to appear on

https://blossom.primal.net/904802f7c8dffcbe69631d065fac307fff17bdca3536af85edcc390d11d159b3.mp4

What's happening to Swiss interest rates is insane. Long-term yields are rising everywhere in the aftermath of the global COVID debt splurge. But not in Switzerland, where debt is 37% GDP. Switzerland is now reaping the reward with massively low yields (pink) vs everyone else...