Nostr Web Client

Because of the rug pull impossibility and single user final settlement, lightning seems to be in the same category as the base layer, base money with zero counterparty risk.

Everything else seems to be a variant of fiduciary media, with different trust tradeoffs and technological implementation.

Matthew Mezinskis 2y ago

UTXO on base still seems to be a different thing than LN balance (still great obv).

Unless he’s changed his definition, I always refer back to this tweet by #[7]: https://twitter.com/peterktodd/status/1034224329058205696

Matthew Mezinskis 2y ago

Gold-silver ratio over the last 50 years: https://www.youtube.com/watch?v=jG93wOSxxyg

Matthew Mezinskis 2y ago

#12, Exponential regressions w/ percentiles on silver: https://www.youtube.com/watch?v=zfWbRS5Vyk8

Matthew Mezinskis 2y ago

Trying to get into this YouTube thing like a diva now, making #shorts, first one on 247 year history of US #debt: https://www.youtube.com/shorts/7sBJJDsYZ48

Matthew Mezinskis 2y ago

#11 Lookback to Exponential trendline series on #gold price: https://www.youtube.com/watch?v=LTkkPpCfxWA

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Matthew Mezinskis 2y ago

#10 Lookback to Power trendline series on #bitcoin price: https://www.youtube.com/watch?v=FU2P_jJwVZ0

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Matthew Mezinskis 2y ago

#9 Power trendline on #gold price: https://www.youtube.com/watch?v=9p9ATn3k6HY

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Matthew Mezinskis 2y ago

#8 Exponential trendline on #bitcoin price: https://www.youtube.com/watch?v=SuTelTZ38Qw

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Matthew Mezinskis 2y ago

#7 Exponential trendline on #gold price: https://www.youtube.com/watch?v=oFRkS2_ylec

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Matthew Mezinskis 2y ago

#6 Logarithmic trendline on #bitcoin price: https://www.youtube.com/watch?v=bcHL8_wdJOc

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Matthew Mezinskis 2y ago

#5 Logarithmic trendline on #gold price: https://www.youtube.com/watch?v=T1UPmAPPGPA

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Matthew Mezinskis 2y ago

Linear trendline on #bitcoin price: https://www.youtube.com/watch?v=GcuHFWP82Rg

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Replying to

Marinatin

Aren't they covering $15k of costs and buying $15k of BTC?

Aren't they returning the face value in dollar terms at the end of yr 10?

Isn't there a recovery piece baked in before they start kicking down interest?

Does the recovery include only their BTC purchase maturity or does it include tax revenue (use tax only) from those infrastructure projects?

Or am I misinterpreting the terms?

Another big stand out is citizenship (passport), but only if they get rid of extradition. The way things are going here jurisdictional optionality seems important in the short term (5-10yrs), as well as an alternative on ramp to get normie retirement accounts into BTC. Not ideal, but better than the man's approved custodians or nothing at all, right?

Bitifnex and BankToTheFuture has stopped onboarding US Citizens, including accredited investors. Now what?

I have a meeting with a sizeable offshore fund to discuss ideas around this at month end. I don't want to bug you until there is something real, but can we all flesh this out a bit more in the meantime?

#[2]

#[3]

#[4]

#[5]

#[6]

#[7]

Matthew Mezinskis 2y ago

Some good queries. Haven’t read terms should do vid on this at some point when get around to it.

Matthew Mezinskis 2y ago

Linear trend line on #gold price: https://www.youtube.com/watch?v=Z6Ngl_e2QGI

Subscribe and follow here, thanks!

YouTube https://youtube.com/@get400