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SimplyFocused
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An update on *liquidity* flows...

OBSERVATION #1: US NET LIQUIDITY (top half of chart) continues to be generally rangebound (chopping sideways: crab-like) since all the way back in 2021!

OPINION #1: US-based risk assets tend to follow US net liquidity over time. Based on this data, I would continue to expect choppy sideways (crab-like) price action for US mid cap, small cap, and micro cap stocks until the trend changes. -- If these equities make overly bearish or overly bullish moves in the short-term, one could consider making a short-term contrarian trade. šŸ¦€

OBSERVATION #2: GLOBAL M2 MONEY SUPPLY (bottom half of chart) has officially broken out to the upside of its three-year choppy sideways range, and is resuming its longer term trend ever up-and-to-the-right. This longer term trend will continue until the dollar dies (decades from now).

OPINION #2: In the near-term, this resumption of increasing global M2 money supply is bullish for global assets... currently including megacap technology stocks and, of course, bitcoin. Based on past precedent, I continue to expect weak bitcoin price action throughout the month of August, giving HODLers a beautiful opportunity to stack relatively cheap sats in the setting of rising global M2. -- I do not believe this bargain will go unnoticed for much longer, with the next major bitcoin bull market beginning sometime between September and December of 2024, and probably lasting until 4Q of 2025.

Hope this helps. Cheers #nostr friends.

Thank Dr. Jeff. Looks like you use Trading View. I am u able to find the global M2 chart. Do you have to compile this yourself? Or how would you search for it on Trading View?

nostr:npub1a2cww4kn9wqte4ry70vyfwqyqvpswksna27rtxd8vty6c74era8sdcw83a nostr:npub1s5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqrs6q7z is there a site that compiles and tracks global M2? Or do you both compile this metric from the individual country M2’s on your own?

Never mind what they are saying they will or won’t do, sit back and take a moment to revel in the fact that Bitcoiners as a group are being courted by politicians. Are they lying, probably. But pretty incredible that it only took 15 years to grow to the size of possibly influencing an election as a group. That is the signal. Def was hot on my 2024 election bingo card.

nostr:npub1cn4t4cd78nm900qc2hhqte5aa8c9njm6qkfzw95tszufwcwtcnsq7g3vle can you discuss Ecash/cashu/fedimint on mailbag Monday next week? I see people I trust/respect in the space talking about how great it is but just can’t seem to wrap my head around it. Could you break your thoughts down on it for the plebs. Is it something that would be useful for strike, etc.

nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m says no to dev funding, nostr:npub1sg6plzptd64u62a878hep2kev88swjh3tw00gjsfl8f237lmu63q0uf63m says

Hold my Beer!!

https://opensats.org/blog/opensats-receives-additional-funding-of-dollar21m-from-startsmall

Here in my left hand is protests breaking out across the US….. The real question is what is happening in the right hand that we are being distracted from?

He can’t crush an etf, not sure why he will call out Saylor but not the ETF. Only plausible scenario is he is referring to Ark Invest in which case Saylor must have hundreds of millions/billions invested with Cathie Woods various funds. If you’re going to cause a big fuss at least call them both out.

What should I be asking my local egg farmers when looking for the best quality? What should they be feeding the chickens for most nutritious eggs? nostr:npub1f5pre6wl6ad87vr4hr5wppqq30sh58m4p33mthnjreh03qadcajs7gwt3z #asknostr #homesteading questions

nostr:npub1qny3tkh0acurzla8x3zy4nhrjz5zd8l9sy9jys09umwng00manysew95gx what is correct way to upgrade sparrow wallet to newest version? Installer or stand alone download? Do I have to delete the old instance? Sorry for the dumb questions, just want to make sure I’m doing it correctly.

nostr:npub1az9xj85cmxv8e9j9y80lvqp97crsqdu2fpu3srwthd99qfu9qsgstam8y8 can you ask nostr:npub1rxysxnjkhrmqd3ey73dp9n5y5yvyzcs64acc9g0k2epcpwwyya4spvhnp8 to do a tutorial on your tamper evident bags. Thought they would be self explanatory but there is def room for error when sealing🤣

Serious request by the way, do I tear off the top flap w/serial number and store in separate location so I know when I go back if it’s the same bag? Or….

First batch with the RO system, something magical about cutting the boiling time in half. Love this time of year.

nostr:npub1cn4t4cd78nm900qc2hhqte5aa8c9njm6qkfzw95tszufwcwtcnsq7g3vle all I can picture is your dad sitting in front of his computer stop loss hunting wanna be traders right now and loving every minute of it after listening to the last two mail bag Mondays.

thank you, my dad and i have been maple sugaring for 10 years and tap on average 125 trees a year. looking into RO systems this year as it is getting harder to keep up with boiling each consecutive year as the kids grow and get into more activities. Appreciate it!

Replying to Avatar rev.hodl

Using a homemade reverse osmosis system to concentrate maple sap

https://v.nostr.build/K362.mp4

When I started making maple syrup, I only tapped a few trees and boiled off the water with propane. It was clear that continuing to use propane wouldn't scale but at the same time I didn't want to spend the time building a wood fired boiler or the money buying one. I had just started heating the house with wood via a rocket mass heater, so if I was going to prepare firewood it would be more valuable heating the house instead of boiling maple sap.

Ultimately, I found some plans to build an affordable reverse osmosis system which would concentrate the sap by removing most of the water before starting to boil.

I used it successfully for a couple years but I got greedy and left it out over night. It ended up freezing and was destroyed by the ice. I was reaching the limit of what I could process with it which was why I tried to run it overnight in order to keep up. This mistake, forced me to upgrade to the current system which should allow me to continue to scale the maple sugar making system here at the homestead.

Some things I want to clarify from the video, the filter can concentrate the sap from around 2 brix to about 6 brix and the pump uses ~45w of power. The actual energy cost to concentrate the sap will depend on the starting sugar content and temperature. So when I say 65 cents that is a very general figure. The biggest takeaway is that the filter if maintained properly will concentrate sap using much less energy than boiling. However, if the filter gets fouled (or frozen...) much of the cost savings are erased.

#homesteading #permaculture #permies #maplesyrup #maplesugaring #maplesugarbush

nostr:nevent1qqs0a2293633s85qn64u8vr7r8m56qx2nt9lvjmrpz6tdpxq7mvfq8cpzemhxue69uh5ummnw3ezumn0dahx2uewvdhk6q3qf5pre6wl6ad87vr4hr5wppqq30sh58m4p33mthnjreh03qadcajsxpqqqqqqzgyuy6s

Did you purchase or makthe upgraded RO system yourself? can you provide plans if it was DIY?

Perspective matters. For those in Africa the perceived stability of the USD is the holy grail. While for those of us in the US the inflation of USD is painful, but that just isnt so for those in Africa. USDT will hopefully be the stepping stone because I fear the perceived stability of the dollar will be the ultimate rug. Hopefully nostr:npub1trr5r2nrpsk6xkjk5a7p6pfcryyt6yzsflwjmz6r7uj7lfkjxxtq78hdpu is right and it will just take time.

nostr:npub1w69ya7xs697hk3hky3gllryz8rwverfa0ylz89chf9qnhfcskc2s64zltw Gradually, Then Suddenly was a fantastic read. Amazing resource for the community!