pahueg
Pascal Hügli

Mentally retired, financially semi-retired, professionally: only just starting 🚀 Book author: in English&German: http://kryptobu.ch

Public Key

npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8

NIP-05 Address

[email protected]

Profile Code

nprofile1qqsqtn00e5yqkd25hh96rzff0tjhst6vhwg6qcq3adgfr7lu25xvyeqpp4mhxue69uhkummn9ekx7mqpz4mhxue69uhhyetvv9ujumn0wd68ytnwv46q37mgsc

Publishing to

nos.lol

relay.nostr.net

Author Public Key

npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8

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Last Notes

2026-08-27 19:12:10 CEST

New LNMS with Izabella Kaminska
https://youtu.be/5miw9cE3r2A?si=kkB_K63Yop83HfIl
We talk about:
-Why Scott Bessent may be running the US Treasury like a hedge fund
-How financial markets are becoming weapons in the US-China power struggle
-Why China is giving away powerful AI models
-How DeepSeek completely changed the economics of the AI race
-Why stablecoins are the most powerful tool of financial statecraft
-How stablecoins could break the banks’ last real monopoly
Spotify: https://tinyurl.com/5abejsx7
Apple: https://tinyurl.com/4whx9tuv
Fountain: https://tinyurl.com/3tusjsfv
Rumble: https://tinyurl.com/29vd4wvh
https://blossom.primal.net/350d501ad16e15d1e37b25f9863a53a12807ea9beab536b659ad21f03dcfe5ca.jpg

2026-08-21 22:23:39 CEST

New LNMS Insight Video
https://youtu.be/0Tw6OFyyUag
Did the US Treasury just single-handedly end the Bitcoin bear market?
Topics discussed:
➡️The key levels BTC just smashed through
➡️Will BTC establish them as support?
➡️What exactly is the Treasury announcement about?
➡️Is it money printing?
➡️Is BTC sniffing out a trend?
➡️What to watch going forward
🎧Spotify: tinyurl.com/h7c8t6a5
🎧Apple: tinyurl.com/5b3avbxh
🎧Fountain: tinyurl.com/drfxceme
🎧Rumble: tinyurl.com/3yhr4vek
https://blossom.primal.net/f48ce2def7075d5d0d5b4c47f9db8150263390009f8501982ac8d2d406668b4a.jpg

2026-08-13 23:36:33 CEST

Latest LNMS episode with Xiaoyin Qu
https://youtu.be/7XXrSvD0bY8?si=uuZkfcWevuM6Qm4o
We talk about:
-How Chinese models are catching up this fast
-How AI is becoming a new front in the US-China geopolitical and geoeconomic fight
-Who will win this race?
-What happens when intelligence becomes almost free?
-Why companies will scale with agents instead of employees
-How AI could massively increase income inequality
🎧Spotify: https://tinyurl.com/2fhtzsu7
🎧Apple: https://tinyurl.com/4m4ewh43
🎧Fountain: https://tinyurl.com/bdfkz8mz
🎧Rumble: https://tinyurl.com/4azbv3fe
https://blossom.primal.net/48104db19ae6f46249dec4738c911a2ab15f654d78143bf3108e511576c124c8.jpg

2026-08-07 14:53:41 CEST

Our latest LNMS episode with Matt Crosby from @nprofile…w94s Pro
https://youtu.be/wivq5I5yAcY?si=WbUFnvNw9YlVLE5P
We talk about:
-Why right now is a critical time in Bitcoin
-Why “long-term holders” are not necessarily the smart money everyone thinks they are
How Bitcoin ETF investors keep buying near the highs
-What investors who historically bought Bitcoin bottoms are doing right now
🎧Spotify: https://tinyurl.com/2x28wmcp
🎧Apple: https://tinyurl.com/bdjd6hxj
🎧Fountain: https://tinyurl.com/yn8duuwn
🎧Rumble: https://tinyurl.com/3ffj6a87
https://blossom.primal.net/3ca5e3f79b4d6db3ad9c827b95b78020793b8794b412284f8b545ae6a8ea6951.jpg

2026-08-04 08:23:32 CEST

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Sir, how can I reach out and send you the deck?

2026-08-03 19:55:31 CEST

It's about time we to turn bullish on BTC
https://www.youtube.com/watch?v=eGpjlJ6AQVM
Macro:
-AI supercycle ✅
-Fiscal Flows ✅
-Short-term liquidity impulse✅
Bitcoin-specific:
-TA long-term trend ✅
-On-Chain Profit Taking Exhaustion✅
-25% of Realized Cap in Bottoming Zone✅
-Top-buyers have sold ✅
-6m to 1y top cohort in loss realization ✅
Check out our analysis
Honorable mentions @TheBitcoinLayer @MMTmacrotrader @crossbordercap @JohanMBergman @_Checkmatey_ @OnChainMind @JustDeauIt
Comment "Slide Deck" to get the slides.
🎧Spotify: tinyurl.com/5n8r96s2
🎧Apple: tinyurl.com/4nebs9vm
🎧Fountain: tinyurl.com/54whuwtd
🎧Rumble: tinyurl.com/yefubf28

2026-07-23 07:44:30 CEST

If you ask me, my latest LNMS episode with @npub1ath…4k6d provided a lot of signal.
Matthew brings a unique perspective, challenged Bitcoiner narratives and is very data-driven.
A must listen!
🎧 Youtube: youtu.be/W44cPkB8gBw
🎧 Spotify: tinyurl.com/48ebf7yn
🎧 Apple: tinyurl.com/3knz72ez
🎧 Fountain: tinyurl.com/bdhe7c6w
🎧 Rumble: tinyurl.com/yez39b5p
https://blossom.primal.net/eead09eb6600707aa4850f04967337884e2e4300f0e0833c957f96e117df1f1b.png
https://blossom.primal.net/319edebfccd5e168b8f2f571756c1ec886d4b2a1e0f71c83ad1214ffb538163e.png
https://blossom.primal.net/95f9317a24b92f18b3c83010653c76d134d36da8f095f1f9f2d75c68aa501f7d.png

2026-07-16 21:59:15 CEST

Latest LNMS episode with @nprofile…kzr3
https://youtu.be/W44cPkB8gBw?si=EPM7Q1rZSpKprPQp
-Why Bitcoin’s returns may keep falling over time
-Why Michael Saylor’s 21% growth thesis may not hold
-What happens when stocks start outperforming Bitcoin
-Why the real Bitcoin test may come around 2040
-Whether Bitcoin disciplines fiat, or fiat reshapes Bitcoin
-Why today’s BTC price may still be a historic opportunity
Spotify: https://tinyurl.com/48ebf7yn
Apple: https://tinyurl.com/3knz72ez
Fountain: https://tinyurl.com/bdhe7c6w
Rumble: https://tinyurl.com/yez39b5p
https://blossom.primal.net/5ce1c1bdf2822661e0f61c4c8c1ac55b6f9d9d343cd3f7af036c9d18ff1e4284.jpg

2026-07-14 23:35:46 CEST

New LNMS article on my conversation with @nprofile…nkvg from @nprofile…vr95
https://lessnoisemoresignal.substack.com/p/this-is-the-yield-bitcoiners-have
You‘ll learn:
🔶Why Bitcoin may no longer fit into a single asset category
🔶How Lightning can generate native Bitcoin yield
🔶Why this yield does not depend on leverage or token incentives
🔶How investors can retain custody while outsourcing operations
🔶The risks institutions need to understand
🔶How to deploy BTC to earn a native yield today!
Read more now!
https://blossom.primal.net/a847a4431c553a51db7921a645f33f55e2cd4c0da4683898abe353340e3205c3.png
https://blossom.primal.net/28ed589ec6013b230f15250dc6de1598fc5c55eb1272eb1a9ca9e048d74f25b4.png
https://blossom.primal.net/834d0688d3a9727661992ca50729e36a85d26486b9d5135d52348ea9e65682a9.png
https://blossom.primal.net/c0fbdc08f84a8ef34b218329c841c980613a599ef4d84dcae29ca3335020d98a.png
https://blossom.primal.net/ad662d4fd7db5d018b154e092ed8fe1fee3d72e331555f78df2c8eb9e0eb8800.png
https://blossom.primal.net/dee855eddbe5d162c924f5836d0203aa571ae7c67d8a6d1f51af111c644ff2ac.png

2026-07-09 23:39:11 CEST

Latest LNMS with Chris Ritter from @npub1xnf…lpr5
https://youtu.be/GZEYRCFBobo?si=Ilgb-mfcDxZHNQFA
We talk about:
-Why does Bitcoin yield usually mean giving up your keys?
-What if Lightning finally breaks that trade-off?
-How can you earn a Bitcoin yield without wrapping or rehypothecation?
-Why Lightning is more than just a payments network?
-What makes native Bitcoin yield different from DeFi, lending, or digital credit?
-How does Lightning turn Bitcoin from passive savings into productive capital?
Spotify: https://tinyurl.com/3s7neu6d
Apple: https://tinyurl.com/ys6zz5e3
Fountain: https://tinyurl.com/vyu9mrf2
Rumble: https://tinyurl.com/2uem5hy5

2026-07-03 13:51:30 CEST

Global liquidity update:
If you look closely, net liquidity just turned into contractionary/deteriorating territory.
This is when you account for rates (cost of capital). In plain english then:
M2 YoY less rates is below zero and trending lower over the past 30 days.
This is usually bearish risk assets!
Good to know that M2 and rates are not the only factor driving global liquidity.
Another important factor is cross-border flows and these are currently adding a ton of liquidity through the carry trade (think lower Yen)
https://blossom.primal.net/9b57101613fb871b95ccf7a3317b4fbcc9cab7c100e82d033f62768e1b2dc699.jpg

2026-06-24 19:02:36 CEST

New LNMS Insights Take:
https://youtu.be/vQ7oQYgLYjA?si=XTD8efBXUrUjhdHD
-Governments may be printing money without calling it QE.
-The real liquidity engine is no longer the Fed. It’s short-term debt
-How Japan is shifting duration to the front-end and making rising long-end yields less of a worry
-What this all means for investors
Spotify: https://tinyurl.com/w4ad42e3
Apple: https://tinyurl.com/376njttw
Fountain: https://tinyurl.com/483asp8r
Rumble: https://tinyurl.com/3admnyn6
https://blossom.primal.net/d00a5fd548d973f7edb5e188826d533f6bf44c29b455ad377492b18bd628953c.jpg

2026-06-11 18:17:19 CEST

Latest LNMS episode with Jamie Coutts.
https://youtu.be/Or2CbOWMFmg
We talk about:
-Why Bitcoin’s liquidity model is breaking in real time
-Why AI is sucking capital out of crypto
-Why 58K is the line Bitcoin cannot lose
-What happens if we break this support
-Why the IPO panic is a distraction from the real threat
Why Treasury refinancing is the next thing to think about as an investor
Spotify: https://tinyurl.com/3ukhaup3
Apple: https://tinyurl.com/4yhnhfcd
Fountain: https://tinyurl.com/5a45bxzk
Rumble: https://tinyurl.com/murwf8yd
https://blossom.primal.net/9b867819a35cf1e3c671c64fc74ccc7105a58a86f2da2636b8754b23aeb267ce.jpg

2026-06-10 15:53:47 CEST

- reply

What dashboard is this?

2026-06-10 06:42:54 CEST

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GM sir!
I know you and your followers will love this one:
https://youtu.be/1ol5IQCyKeU

2026-06-09 22:37:43 CEST

Everyone is worried about Bitcoin!
Is Bitcoin loosing its grip and narrative?
And what to anchor to in bearm market times like these?
Here‘s why we Bitcoin. Bitcoin will be the next base layer money and it will be better than the previous ones.
Here‘s why:
https://youtu.be/1ol5IQCyKeU
Let me know what you think
https://blossom.primal.net/9f87ba9f8c43a353fd94899402ac025258e53fc34c776c7a1e44d3bd0f750b3f.jpg

2026-06-04 22:07:43 CEST

Latest LNMS episode with Joe Consorti
https://youtu.be/ipZzmV9Dchk?si=_asErR9ud2RSv4AQ
We talk about:
-Why Strategy selling Bitcoin may be bullish
-Why Saylor is “inoculating” the market
-Why the AI trade is stealing Bitcoin’s spotlight
-Why Bitcoin may be pricing risk better than stocks
-Why the four year cycle may still be alive
-Why 60K is the level bulls must defend
Spotify: tinyurl.com/3n54fyk9
Fountain: tinyurl.com/2saysp3e
Apple: tinyurl.com/38z4kzkk
Rumble: tinyurl.com/3ucxns4a
https://blossom.primal.net/d655466b542fc37a82159bbbbf529a57e3b5fef4623c7d5c8aabb91809136345.jpg

2026-05-28 18:49:07 CEST

Latest LNMS episode with the amazing David Dredge
https://youtu.be/ZuZcegpnOZ4
We talk about:
-Why “risk free” bonds became the system’s weak spot
-Why every bond market panic turns into equity support
-Why recessions now start when markets crash
-Why governments are entering Hunger Games bond issuance
-Why capital controls may start with airplane tickets
Fountain: https://bit.ly/4vdKbYv
Spotify: https://bit.ly/4uEq2Lx
Apple: https://bit.ly/4u4ZEJE
Rumble: https://bit.ly/3Rzo2Wa
https://blossom.primal.net/41faf5bf319302fd815ea6f647a401fcf0ac09f1dd1be441ab05a4645d1a30b1.jpg

2026-05-21 18:17:56 CEST

LNMS episode 113 with Jordan
https://youtu.be/e_Iv0f5a1r0?si=Z3AZphrXYuBCQLS1
We talk about:
-Why altcoins are losing their edge
-Why Bitcoin and altcoins are not the same game
-Why the best altcoin traders sell
-Why crypto faces a “come to Jesus” moment
-Why Bitcoin may have quietly broken the bear trend
-Why this rally may be healthier than it looks
Fountain: https://tinyurl.com/ytm2m6yu
Spotify: https://tinyurl.com/n2dadbpk
Apple: https://tinyurl.com/2s3e2nde
Rumble: https://tinyurl.com/25cbcapf
https://blossom.primal.net/3154453de2ab8fdb09520baca5005485dd613bb3a7711499f61dd3bf6e7e0ac3.jpg

2026-05-19 12:46:15 CEST

New LNMS Take:
The central bank put is dying and this lift the floor of equity volatility.
Here‘s how to think about is
https://m.youtube.com/watch?v=AK_0ONgxeUk&feature=youtu.be
Spotify: tinyurl.com/55epyzff
Apple: tinyurl.com/5n6nph3t
Fountain: tinyurl.com/yc8ykf66
Rumble: tinyurl.com/yzak6uv6
https://blossom.primal.net/b3975baeb8d548b3df5af01e4eb2f3eadf5edc01cf80f7ca742ab3fbab8b1e78.jpg

2026-05-16 22:43:15 CEST

We just published this update episode on our podcast:
https://youtu.be/AuJIqfXZHeA?si=C-XOYSTb3wrGUUXf
I feel like going community supported only is the way to go.
It‘s suits our nature way better. Me personally, I am just not a consumer-type guy, so I don‘t use/try a lot of things that I could even choose to shill from😅
Anyways, if you are listening/watching our podcast regularly and you feel like the podcast provides any value to you, any support is much appreciated!
We created this website where you‘ll find your favorite way to support, all very easy:
lessnoise-moresignal.com/support
Thanks to everyone who is part of the LNMS community!🙏🔥
More to come!!
https://blossom.primal.net/a211910e03c438b29f9ab8b3a1dee8779ccaeff8c4285a1ca0b431fa301cdae3.jpg

2026-05-14 22:41:47 CEST

LNMS episode 112 with @nprofile…3r8u
https://youtu.be/40ocm9fURVk?si=pooOsza2cMwAp2fa
We talk about:
-Why Bitcoin may have already bottomed while most investors are still waiting for confirmation
-Why the market looks terrifying, but still refuses to break
-Why the “Bitcoin to 40K” bear case may be running out of time
-Why Bitcoin mining is a “horrendous business”, and why miners pivoting to AI may actually make sense
-Why the new Satoshi documentary is a must watch!
Fountain: tinyurl.com/ynxb48jh
Spotify: tinyurl.com/mw2vbs6y
Apple: tinyurl.com/3hnjwjuk
Rumble: tinyurl.com/2f2fm6dy
https://blossom.primal.net/b8f777101de6555c8fbb04633e5d3e5aa243bd0f085f5b130506efde4dc3da98.jpg

2026-05-13 09:07:33 CEST

GM everyone
https://blossom.primal.net/901e63d447e24a1c788d4018267241e1368275c2f4109fe4d3045732a0002b11.png

2026-05-12 07:46:07 CEST

- reply

Lets goooo🦾💥🚀

2026-05-12 06:53:50 CEST

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Already GM again

2026-05-11 22:31:46 CEST

- reply

https://blossom.primal.net/4e040af922bac9107a92449140afce69e28f813279d650d3b5a1ff3f23266bd6.png
#nevent1q…0f2t

2026-05-11 22:20:14 CEST

- reply

https://primal.net/e/nevent1qqsrtdugm06pf2jl4kusljuc35mmy4a2cm3t4d2clv9h6n82sqsxz8glm0f2t

2026-05-11 22:19:50 CEST

LNMS episode 111 with Markus from 10xResearch
https://youtu.be/g2SONU2peUU
We talk about:
Is the Bitcoin bear market already over?
Why the halving may be the wrong signal to watch
Why investors are bullish, but still underpositioned
Why inflation could stay higher than markets expect
Why Bitcoin may be the only clean crypto trade
The hidden miner risk nobody is pricing in
Fountain: tinyurl.com/7u3avx7a
Spotify: tinyurl.com/mpumpnuv
Apple: tinyurl.com/45evff7y
Rumble: tinyurl.com/mry6zzky
Get a chance to win our Bitcoin book.
Check out the next post on how to 🤟👇

2026-05-07 22:29:39 CEST

LNMS episode 110 with @ctindale
https://youtu.be/2hM8gflPooQ?si=5ciHRFwsKh8o-Zjs
We talk about:
-Why the current conflict is not about Trump or politics but industrial power struggles
-How China captured the choke points of the physical economy
-Why AI, defense, and energy will all run into hard material constraints
-Why deglobalization is the only way out and why it will be painful, inflationary, and disorderly
-How investors should think when scarcity replaces abundance
Fountain: tinyurl.com/4cmdrd9x
Spotify: tinyurl.com/zmr5tkcs
Apple: tinyurl.com/4fnp889d
Rumble: tinyurl.com/47e5f497

2026-05-07 22:28:05 CEST

LNMS episode 110 with Craig Tindale
https://youtu.be/2hM8gflPooQ?si=5ciHRFwsKh8o-Zjs
We talk about:
-Why the current conflict is not about Trump or politics but industrial power struggles
-How China captured the choke points of the physical economy
-Why AI, defense, and energy will all run into hard material constraints
-Why deglobalization is the only way out and why it will be painful, inflationary, and disorderly
-How investors should think when scarcity replaces abundance
Fountain: tinyurl.com/4cmdrd9x
Spotify: tinyurl.com/zmr5tkcs
Apple: tinyurl.com/4fnp889d
Rumble: tinyurl.com/47e5f497
Want to get a chance to win our Bitcoin book?
👇
https://primal.net/e/nevent1qqsrtdugm06pf2jl4kusljuc35mmy4a2cm3t4d2clv9h6n82sqsxz8glm0f2t

2026-05-05 13:12:39 CEST

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Some more context
Insiders gonna inside…😒
https://blossom.primal.net/26f027d0745577dcdcf8f97190ed1df151998cc9b96eadae531df9cfd78f04a9.jpg
#nevent1q…de2v

2026-05-04 22:42:14 CEST

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Thanks for coming on🔥

2026-05-04 22:32:06 CEST

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This was a great episode with @nprofile…nx5t
If you follow us on @nprofile…cgkr and interact with this episode's post on Nostr, you get the chance to win a hardcopy of our Bitcoin book 'The Bitcoin Enlightenment' published by the SaifHouse.
Here's the link to Fountain, so you can follow us. Much appreciated 🙏
https://fountain.fm/show/JChxhQ3O0Oa9gae26CaR
https://blossom.primal.net/876032ce820f7b8d767579e24e6746c17bac5fdba8243ab8a2c4eb7d5fb9db16.png
#nevent1q…yjz4

2026-05-04 22:20:06 CEST

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LNMS episode 109 with @nprofile…nx5t
https://youtu.be/furS8k0aw9w
We talk about:
-Why he withdrew from social media completely & doesn't look back
-How he gets his information about what's happening
-How the US is using the Persian gulf blockade to make Iran's oil infrastructure implode
-The various BTC signals converging right now
Spotify: https://tinyurl.com/2u87zar5
Apple: https://tinyurl.com/3zss5pyd
Fountain: https://tinyurl.com/3yu6tsfb
Rumble: https://tinyurl.com/y5xre6c6
Win our book if you follow us on @nprofile…cgkr and interact with this episode!
Check out the full conditions here:
https://primal.net/e/nevent1qqsrtdugm06pf2jl4kusljuc35mmy4a2cm3t4d2clv9h6n82sqsxz8glm0f2t

2026-05-04 16:14:09 CEST

- reply

Want to win a signed Bitcoin book?
To enter:
1. Subscribe to LNMS on Fountain ( https://fountain.fm/show/JChxhQ3O0Oa9gae26CaR)
2. Interact with any of our LNMS episodes
3. Add #21Signal to every message
There are 3 ways to win:
-Become "Top Supporter": Highest total sats during the campaign period
-Become "Most Bitcoin-Like Zap": Best zap amount plus message. Be as creative as possible
-Become "Top Signal Amplifier": Best repost of one episode during the campaign that gets more people to discover the show
We’ll share leaderboard in every episode while the sprint lasts.
Campaign closes: May 15, 8pm CET
#nevent1q…u9q9

2026-05-02 08:26:28 CEST

LNMS Episode 108 with Sonus Varghese
https://youtu.be/nQRYZQ1wTQI
We talk about:
-Why markets are rallying
-What if the Fed’s “pause” is actually a hidden easing cycle?
-Why could sticky inflation be bullish for stocks and gold?
-What if AI is not deflationary, but inflationary first?
-Why the classic 60/40 portfolio may no longer be enough!
Spotify: tinyurl.com/bpahfh8b
Apple: tinyurl.com/ywnbf8vb
Fountain: tinyurl.com/y6kxstd2
Rumble: tinyurl.com/2s3myx26
https://blossom.primal.net/d1170cd1ddf3acd042ef7554bd9069de10259323b4d380cd5332162c00d204bb.jpg

2026-04-30 13:00:59 CEST

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I keep thinking about this recent LNMS interview below👇🏻
If you believe the experts out there, the oil shock will have to metastasize.
One thing Powell said in yesterday‘s meeting: „What happens in the next 30 to 60 days could change things.“
This sentence has stuck with me!
It increasingly feels like the energy shock wave will indeed be real. Poorer countries will be hit the hardest, but it feels like even stronger countries will have to feel the impact!
By now, to some estimates, over a billion barrels of oil are lost (cut off because of Hormuz closure/blockade).
And the US has shown no intention of opening up the blockade. (This is what lot a folk don‘t get: it‘s not the Iranians that are exclusively blocking, it‘s the US that‘s keeping up the blockade at the wider Persian gulf).
Now, just picture this: up to over 30% of global crude production is coming from the middle east, which currently is under US siege (doesn‘t mean nothing goes through but things are seriously throttled right now).
Also, Venezuela is under US siege. And Russian oil is under embargo because of the war. Alone these facts make you think and point to seriously disrupted global supply chains for crude.
Parsing all this information (which is obviously vastly incomplete), I have a hard time not seeing trouble ahead, trouble that (bond/equity) markets are not yet pricing….(or are they and I am not seeing it?)
Thoughts?
#nevent1q…q44l

2026-04-29 21:11:43 CEST

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True that!
https://blossom.primal.net/cf25b616c89ebf2dac5ed5efb11f77b8e9272cabe7ff118548c5d7207ea56be5.jpg
#nevent1q…kr6z

2026-04-29 18:27:27 CEST

The dollar might be the chart nobody in crypto wants to talk about.
If DXY holds its 200 day moving average, that would be bullish for the dollar and bearish for risk assets.
Full argument in the article:
https://open.substack.com/pub/lessnoisemoresignal/p/btc-at-decision-time-and-what-we
https://blossom.primal.net/5883ae6fcca5c7f544364c4bf838f6284ead5387a5e4f461254a0f871451a57a.jpg

2026-04-29 10:29:41 CEST

Altcoin funding is heating up while Bitcoin sits at resistance.
That is not usually where clean bull markets begin.
The full argument is in the article.
https://open.substack.com/pub/lessnoisemoresignal/p/btc-at-decision-time-and-what-we?r=1xn5u0&utm_campaign=post&utm_medium=web
https://blossom.primal.net/79c25c2f3a9dedc2859a1c1a8a36e94a9eeda31a8824ea7a28f7c4a287aefb78.jpg

2026-04-29 08:28:45 CEST

Meet the Swiss National Bank, the world’s largest hedge fund.
Here’s a snapshot of its current balance sheet:
110% of GDP, most assets are foreign currency holdings.
What might be the implications?!
https://blossom.primal.net/3a6c640c7328fa3ba63373678bd5017c1470446f1faae98fc8b45cfc73455367.jpg

2026-04-29 08:25:15 CEST

- reply

Conditions and with it liquidity?
But, it’s a great point: is tightening conditions going hand in hand with lower liquidity levels.
What’s your take?

2026-04-29 07:26:35 CEST

The IMF says financia conditions have been tightening since the Middle East conflict started.
We argue that financial liquidity has actually been getting looser.
Full argument here:
https://open.substack.com/pub/lessnoisemoresignal/p/btc-at-decision-time-and-what-we?r=1xn5u0&utm_campaign=post&utm_medium=web
https://blossom.primal.net/ca4bb3b43faef1d8acc97754ce5d350df2d4382adcd79304ae24664afa8a7a8a.jpg

2026-04-28 20:48:01 CEST

- reply

Want to win our Bitcoin Book called the Bitcoin Enlightenment?
All you need to do is interact with our latest episode below.
Read more here: https://primal.net/e/nevent1qqsrtdugm06pf2jl4kusljuc35mmy4a2cm3t4d2clv9h6n82sqsxz8glm0f2t
#nevent1q…n3lq

2026-04-28 20:46:04 CEST

Interesting chart btw at the bottom
Las Vegas BTC conference happening this week!
However, we think there are bigger forces at play that can weigh on BTC in the coming weeks.
Read our latest newsletter for full picture on this 👇🏻🔥
https://open.substack.com/pub/lessnoisemoresignal/p/btc-at-decision-time-and-what-we?r=1xn5u0&utm_campaign=post&utm_medium=web
Do you agree?
https://blossom.primal.net/63f86c435a3f58b934cef1ee928ae77bb4c8b988aef60f86b6daa259521b3041.jpg

2026-04-28 20:44:12 CEST

“You gotta zoom out.”
BTC could easily go higher over the next few days, but that is not the trade we care about.
The real setup may be a mean reverting move over weeks, maybe even months.
Full argument in the article:
https://open.substack.com/pub/lessnoisemoresignal/p/btc-at-decision-time-and-what-we
Props to @nprofile…fcec for the chart!
https://blossom.primal.net/8b689f9cacd8dc2af402fe4e60e17f40ab6f5d61b3e9a1fae5b7334b9ed41a64.jpg

2026-04-27 22:07:20 CEST

LNMS meets The DeFi Report
https://youtu.be/Yn48xONIotg?si=CCKR-mt9mLxINepP
We talk to Michael Nadeau:
-What should be top of mind for investors from a macro perspective
-Where is the puck shifting right now?
-Have bitcoin top buyers already fully capitulated?
-Is DeFi dead?
-Is the pace of AI innovation disrupting smart contract blockains at their core?
Use this link to get 20% off The DeFi reports annual plan:
https://thedefireport.io/lnms
https://blossom.primal.net/ed9f695d4c61351d1b3df4be226f32d811288adc94209afcb2de5812d68b1785.jpg

2026-04-24 15:49:58 CEST

Want to win a signed Bitcoin book?
LNMS is giving away 3 signed copies to listeners who help grow our show on @nprofile…cgkr
To enter:
1. Follow the podcast on Fountain
2. Repost this note
3. Zap Sats or share content
4. Add #21Signal to every message
There are 3 ways to win:
-Become "Top Supporter": Highest total sats during the campaign
-Become "Most Bitcoin Like Zap": Best zap amount plus message. Be as creative as possible
-Become "Top Signal Amplifier": Best repost of one episode during the campaign that gets more people to discover the show
We’ll share leaderboard in every episode while the sprint lasts.
Campaign closes: May 15, 8pm CET
Follow the show on Fountain: https://fountain.fm/show/JChxhQ3O0Oa9gae26CaR
Less noise. More signal.
#21Signal
https://blossom.primal.net/d2bbe06ddc63bcb340aa1653c08d4d7604990ad9981fe8643ed57a239a002f8e.jpg

2026-04-23 18:03:43 CEST

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How can I connect with you?

2026-04-23 14:16:47 CEST

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Jeff! This article is great🔥
I’d love to get on my podcast.
Would you be in?
https://youtube.com/@lessnoisemoresignalpodcast?si=vrJICCP-0lXU8T45

2026-04-22 18:20:45 CEST

Here‘s the long tldr on our recent newsletter piece 😅
https://open.substack.com/pub/lessnoisemoresignal/p/war-liquidity-and-the-bitcoin-bear
Equity markets are up across the board ytd, despite (bc of?) war. A lot of people are surprised. How can this be possible? (well, in this piece, we explain just that!)
Now, one straightforward answer is that earnings expectations are very supportive, putting a floor under financial markets.
Also, it is very likely that markets have called Trumps bluff and are looking through it all. The recent Trump tweets just a few days ago have been quite odd. Is there really gonna be a permanent peace deal or is it all Trump rhetoric for now? For now, we believe the former is the case.
That being said, you want to focus on numbers and not Trump talk anyways. A key question is whether the Strait of Hormuz is actually open or closed. What we have found in our research is tha teven if you account for shadow fleet, there are not many tankers going through the Strait (judging from satellite data).
Since the start of the war, the total barrel cost of the crisis lands around 900 million barrels. So, expecting some further disruption in the real economy because of oil supply shortage isn't that much of stretc.
As we can see, prices for fertilizers have already jumped to the highest level in three years.
Now, the follow-up question from this that is on everybody's mind: Will we see higher inflation across the board. The latest CPIs have come in above expectation. And a leading indicator like the Philadelphia Fed’s Current Delivery Time diffusion index would also suggest, higher inflation is the base case.
This is obviously a concern for central banks (around the world). While markets price hikes by the end of year for Europe, Japan and Switzerland, in the US, a pause seems to be the most likely scenario.
If the Fed does indeed keep rates steady, this should be bringing done real reates, which is positive liquidity. The same goes for the US dollar, which should tick lower, especially when other central banks will have to hike (making their currencies more attractive).
Lower real rates (to the point, where they might even turn negative in the US?) and a lower dollar are both very positive for financial liquidity, hence the recent stock (and bitcoin) market rally.
When it comes to fiscal flows (government spending) and private lending, we don't see too many concerning signs just yet. As you know, we've been highlighting since last October that government spending has been trending down year-over-year. This downtrend seems to have decelerated and it will be important to watch going forward.
The same goes for private bank lending.. It's plateauing but it's not decisively rolling over just yet. So all in all, the liquidity situation seems to be supportive.
So, does this mean bitcoin will keep its upward trend going? Well, although the liquidity situation is favorable and the circumstances are good (negative funding), we feel like the resistance around $85k to $87k will be to strong (if we get to these levels at al, sth-cost basis at $81k).
As such, we think that Bitcoin consolidation is most likely. In our article, we lay out three possible scenarios and attach a probability for each. We also try to answer the question, when the bear market really started. And it's not October 10, as most would say...
Last but not least, we focus on three bottom signals we are closely watching!
All neatly laid out in our newsletter! 👇🏻💪🏻

2026-04-21 23:09:12 CEST

New LNMS newsletter article:
https://lessnoisemoresignal.substack.com/p/war-liquidity-and-the-bitcoin-bear
Most people are still baffled by the fact that equity markets are back to all-time highs!
Well, let me tell you something: War headlines are not the primary force driving them any longer.
We have moved on. Here's what you need to watch:
-How much of the oil shock feeds through to inflation?
-Will the Fed really look through it all? If so, real rates could tick lower
-The dollar could tick lower as well
-And the overall liquidity situation could stay supportive
This is what we think markets are pricing right now!
Does this mean Bitcoin will continue its run?
Most likely not. There's still too much supply overhang and resistance at key levels.
Instead of chasing the rally, watch these three bottom signals and these three possible ends to this bear (elaborated on in the article).
To connect all the dots, read our latest piece:
https://blossom.primal.net/7131dd459aa51144bf35d3ce5054c525eb2d654e1221d079c9bee66e087393a5.jpg

2026-04-21 08:11:33 CEST

LNMS Daily Briefing April 21
Global Macro:
• Apr 20: The US seized an Iranian flagged cargo ship near the Strait of Hormuz, and Iran responded by suspending planned talks, a sign the truce is fraying just as the next ceasefire deadline approaches. This matters because the market is repricing shipping risk faster than it is repricing diplomacy.
• Apr 20: Brent crude rose more than 5% to about $95 a barrel as Hormuz disruption fears returned, and Citi said oil could reach $110 if the disruption lasts another month. That keeps the inflation impulse alive and argues against an easy restart of rate cut pricing.
Bitcoin & Stablecoins:
• April 21: Money, mostly stablecoins are currently leaving DeFi protocols at a breathtaking space, following the hacks on Aave (and Drift). Investors fear there could be an inflectipn point, also with AI innovation accelerating the potential for more hacks.
• Apr 20: The BIS warned that stablecoins behave more like tradable financial assets than money and said fragmented rulemaking risks worsening market fragmentation. The message matters because stablecoin growth is now large enough to become a policy and market structure issue, not just a crypto issue.
• Apr 20: Strategy bought 34,164 BTC for about $2.54 billion at roughly $74,395 per coin, lifting holdings to 815,061 BTC. It matters because corporate treasury demand is still absorbing supply even with macro volatility high.
AI / Frontier Models:
• Apr 20: Amazon said it will invest another $5 billion in Anthropic, with the broader deal rising to as much as $25 billion, while Anthropic committed to spend more than $100 billion on AWS and use 5 gigawatts of Amazon AI chip capacity. This is a clean signal that frontier AI competition is now being fought through infrastructure lock in as much as model quality.
• Apr 20: Anthropic said it will keep access to its Mythos model tightly restricted because of cybersecurity risks tied to the model’s capabilities. That matters because safety constraints are starting to shape revenue timing and deployment strategy for frontier models.
Polymarket Signal:
• Global Macro: This market is about whether there will be no Fed cuts in 2026. It matters today because the oil shock is pushing inflation risk back into the macro conversation. Current probability: no cuts is 34.7%.
• Bitcoin & Stablecoins: This market is about whether Bitcoin hits $80,000 in April. It matters today because Strategy’s latest purchase adds to the bullish supply absorption story. Current probability: 41.5% yes.
• AI / Frontier Models: This market is about which company has the best AI model at the end of April. It matters today because Amazon’s deeper commitment to Anthropic reinforces the market’s view that model leadership is concentrating. Current probability: Anthropic 92.5%.
Watchlist:
• Whether the ceasefire holds through the next Hormuz deadline, because another visible slippage likely feeds straight into oil and shipping premiums.
• Whether DeFi outflows stall. This matters for rates and underlying blockchains.
• Whether stablecoin oversight hardens into globally coordinated rules, because the BIS has now made fragmentation the core policy concern.
• Whether AI capex commitments keep accelerating from here, because the Amazon Anthropic deal raises the bar for hyperscaler funded model competition.

2026-04-20 23:46:47 CEST

LNMS Episode 106 with Bob Elliot & Aahan from Prometheus
https://www.youtube.com/watch?v=icM1Kj6d4ac
We talk about:
-Why Hormuz is not “partly closed”. It still IS a chokepoint. Full stop
-Why equities are still pricing denial and for how long
-Why predicting the war is not possible and where real edge lies
-Why your typical 60/40 portfolio is priced for peace and disinflation
-How not to trade macro ideas
Spotify: https://tinyurl.com/4wwzn7dt
Apple: https://tinyurl.com/5euuje5e
Fountain: https://tinyurl.com/2wnwvwjy
Rumble: https://tinyurl.com/4sbv239u
https://blossom.primal.net/a481cf4b803c5dfe647bc2def8ebc06a8515c1c692a57cadda63e51ccfa7905e.mp4

2026-04-17 12:53:42 CEST

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You get the feeling, yes

2026-04-17 10:56:02 CEST

New joint episode idea:
When @nprofile…5alw + Bonnie Blue on LNMS? 😅
Or is this too much of a strech?
You tell me...
https://blossom.primal.net/28271cfbe660609df86e253d55db432063c1198dc8764f6e49df32cd5d6d338d.jpg

2026-04-16 21:59:43 CEST

LNMS Daily Briefing April 16
Global Macro:
• Apr 15: US escalated enforcement in Hormuz with expanded inspections and convoy controls while insurers raised premiums sharply, further restricting tanker supply. This deepens the physical constraint rather than easing it.
• Apr 15: Brent crude pushed toward ~$104 with front month spreads widening, signaling continued tightness in prompt supply despite diplomatic noise. Market structure confirms real scarcity.
• Apr 15: US real yields moved higher alongside breakevens, reflecting simultaneous tightening in financial conditions and rising inflation expectations from energy shock.
Bitcoin & Stablecoins:
• Apr 15: Regional trade flows increasingly settling in USD stablecoins rather than BTC as intermediaries prioritize liquidity and price stability. This reinforces stablecoins as the dominant transactional layer.
• Apr 15: No major ETF or on chain shift observed, with BTC holding range despite macro stress, suggesting limited leverage and no forced positioning unwind.
AI / Frontier Models:
• Apr 15: Amazon expanded Bedrock enterprise integrations with new agent based workflow tools and early enterprise adoption signals across logistics and customer operations. This points to deeper real world deployment.
• Apr 15: TSMC flagged sustained AI chip demand strength into late 2026 with capacity remaining tight despite expansion efforts. This supports continued capex intensity and pricing power.
Polymarket Signal:
• Global Macro: Will the US enter a permanent peace deal with Iran before April 30? Current probability 39 percent.
• AI / Frontier Models: Will Nvidia remain the largest company in market cap by end of 2026. This ties to ongoing supply constraints and demand concentration. Current probability 70 percent.
Watchlist
• Actual tanker throughput versus convoy capacity in Hormuz
• Pass through of energy into core inflation and Fed response
• Whether stablecoin settlement expands into formal trade agreements

2026-04-15 07:50:51 CEST

LNMS Daily Briefing April 15
Follow us on Fountain:
https://fountain.fm/show/JChxhQ3O0Oa9gae26CaR
Global Macro:
• Apr 14: US expanded naval enforcement in Hormuz with partial convoy system as insurance costs spike and tanker availability tightens. This confirms the disruption is shifting from headline risk to sustained logistics constraint.
• Apr 14: Brent crude held near $102 with backwardation steepening as physical supply tightens despite diplomatic signaling. Market structure indicates real scarcity, not just geopolitical premium.
• Apr 14: US yields pushed higher with 10y approaching ~4.6% as markets reprice inflation risk from energy shock and delayed Fed easing. This tightens financial conditions into a supply driven inflation impulse.
Bitcoin & Stablecoins:
• Apr 14: Stablecoin usage tied to commodity settlement continues to expand in Middle East flows, with USD stablecoins dominating over BTC in reported transactions. This reinforces stablecoins as the default rails for sanctioned trade.
• Apr 14: Bitcoin held range despite macro stress, with derivatives positioning stable and no major liquidation cascade. Lack of reflexivity suggests positioning is not yet crowded or structurally leveraged.
AI / Frontier Models:
• Apr 14: Microsoft expanded enterprise Copilot integrations across finance and operations workflows with early enterprise deployment data showing measurable productivity gains. This is real usage scaling, not just model iteration.
• Apr 13 to 14: Nvidia supply chain signals point to continued GPU tightness into 2H 2026 as hyperscaler demand remains above expectations. This sustains pricing power and capex intensity across AI infrastructure.
Polymarket Signal:
• Global Macro: Will the Fed cut rates before September 2026. This matters as inflation risk rises and easing gets pushed out. Current probability 36 percent.
• Bitcoin & Stablecoins: Will stablecoin market cap reach $500b before 2027? Current probability 16 percent.
Watchlist:
• Physical tanker throughput and insurance availability in Hormuz
• Oil driven inflation passing into core data and Fed reaction
• Whether stablecoin settlement scales beyond regional use into formal policy

2026-04-14 23:24:32 CEST

LNMS Daily Briefing April 14
Global Macro
• Apr 13: US announced a naval blockade targeting Iranian flows through the Strait of Hormuz after failed talks, with Iran threatening retaliation.
• Apr 13: Oil surged above $100 with Brent up ~7% as blockade risk hit a chokepoint handling ~20% of global supply.
• Apr 13: Physical disruption persists with selective vessel access and rising backlog, keeping supply constrained despite ceasefire headlines.
Bitcoin & Stablecoins
• Apr 12 to 13: Iran’s crypto toll model for Hormuz transit remains active, with ~$1 per barrel fees payable in.
• Apr 12 to 13: State level use of crypto for energy settlement expands under sanctions pressure, reinforcing stablecoins as preferred medium over BTC in practice.
AI / Frontier Models
• No relevant update in last 48h
Polymarket Signal
• Global Macro: Will oil exceed $120 in April amid Hormuz disruption, reflecting escalation risk in energy markets. This directly tracks the blockade and supply shock. Probability roughly 17%.
• Global Macro: Will there be a permanent peace deal between US and Iran by end of May? Probability roughly 44 percent yes.
• Bitcoin & Stablecoins: Will Bitcoin reach $100k in 2026. This links to emerging sovereign crypto flows. Probability roughly 37 percent yes.
Watchlist
• Actual ship throughput and insurance availability in Hormuz
• Oil staying above $100 and second order inflation impact
• Whether crypto settlement moves from edge case to enforced standard in trade
Thanks for following us on Fountain:
https://fountain.fm/show/JChxhQ3O0Oa9gae26CaR

2026-04-14 23:22:17 CEST

- reply

https://blossom.primal.net/3a5991fcfed8324bb4f08cba6aad526fa02a62d4484674477727b5084a424097.jpg
#nevent1q…kugl

2026-04-14 23:21:44 CEST

Episode 105 with Ben Kizemchuk
YT: https://youtu.be/JMMqkJ-V9B0
We talk about:
-Even a definite ceasefire may not stop equity market from correcting
-The consumer is not strong, real income/wages are hurting
-What we just saw may be the first real bear market rally
-How passive flows alter markets and make them more fragile
-Why stagnating tech giants is your real signal
🎧Apple: tinyurl.com/3u9u6ct3
🎧Spotify: tinyurl.com/3f2d94vm
🎧Fountain: tinyurl.com/mr38ua2t
🎧Rumble: tinyurl.com/4frrw5sx

2026-04-13 10:09:43 CEST

LNMS Daily Research Briefing April 13
Global Macro:
• Apr 12: US preparing sustained naval protection and partial blockade response around Hormuz while metals and energy markets react with higher spreads and volatility.
• Apr 11 to 12: Oil remains structurally bid near $95 to $100 despite ceasefire headlines as physical flows stay constrained and backlog persists.
• Apr 12: KKR revised macro outlook, cutting growth expectations and raising 10 year yield forecast to 4.5 percent due to energy driven inflation and geopolitical risk.
Bitcoin & Stablecoins:
• Apr 12: European banks and corporates are actively selecting partners for stablecoin infrastructure as adoption shifts from planning to execution.
• Apr 11 to 12: US stablecoin legislation enters critical phase with CLARITY Act pressure rising as policymakers frame it as strategic financial infrastructure.
• Apr 12: Telegram outlined plans to scale crypto payments globally, signaling renewed push toward real world transactional use cases.
AI / Frontier Models:
• Apr 12: No major new frontier model releases or pricing changes reported in last 48 hours, with focus remaining on infrastructure and enterprise rollout.
Polymarket Signal:
• Bet: Will the Strait of Hormuz be fully reopened by April end, tied to global energy flows and Iran conflict dynamics? This directly maps to current shipping disruption and oil pricing. Probability roughly 13 percent yes.
• Will the Fed cut rates before July 2026? This reflects inflation versus growth tradeoff. Relevant after CPI and oil shock repricing. Probability for pause till July roughly 72 percent.
• Will the CLARITY Act pass the Senate in 2026? This ties to current legislative push and crypto regulation. This connects to stablecoin and market structure developments. Probability roughly 60 percent yes.
Watchlist:
• Actual ship throughput in Hormuz versus headline ceasefire progress
• March PPI release and pass through of energy into core inflation
• Stablecoin legislation outcome and impact on banking system competition
Follow LNMS:
🎧 Fountain: https://tinyurl.com/5dsbbj5p
📰 Substack - LNMS Newsletter: https://lessnoisemoresignal.substack.com/

2026-04-13 08:06:18 CEST

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Which again serve end clients, no?

2026-04-09 20:41:22 CEST

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Thanks for coming on🔥💪🏻

2026-04-09 19:23:05 CEST

LNMS Episode 104 with @nprofile…a45g from @nprofile…naeg
YT: https://www.youtube.com/watch?v=JJ_5hez9DXc
We talk about:
-Why Lightning may be far bigger than it looks.
-How everyone is looking at it the wrong way!
-Why AI agents may end up choosing Lightning simply because the incentives are better
-Why stablecoins on Bitcoin could become one of the biggest unlocks for Lightning
-How Bitcoin may evolve from digital gold into a yield-bearing asset.
-Why Lightning could grow from a payments network into a full Bitcoin-native financial layer.
🎧Apple: tinyurl.com/ae2vp6ps
🎧Spotify: tinyurl.com/2s42yepa
🎧Fountain: tinyurl.com/mr2zdx4n
🎧Rumble:tinyurl.com/3hun7pyj
https://blossom.primal.net/fbb9d4362a6c1c57e3ca1ac0668c9da1ff8b3eefcd9202f7abc0cd1937112bd6.jpg

2026-04-08 09:11:07 CEST

New LNMS report just dropped!
Topic: What is REALLY driving the Bitcoin price?
This question seems more important than ever!
Download the report now:
https://www.lessnoise-moresignal.com/report
A huge thank you to all the contributors🔥💪🏻🙏
Please consider retweeting if you like it!
https://blossom.primal.net/bef82246960df6a44d1f55956b7b4bca72c0d21375a3ddd4cfa8e9ca076bf6aa.png
https://blossom.primal.net/51c9035d3b76e62ed5677254e32a92cfa112371deb8e3f28ab1ab884abb5f6b4.jpg
https://blossom.primal.net/54859f78d6affbdcbb689f6d08be297b4445fc888cdb8c2523feda05c64b15c8.png

2026-04-03 21:55:03 CEST

LNMS Episode 103
YT: https://www.youtube.com/watch?v=uD14_sZDJ78
We talk about:
-Why almost every macro framework used is outdated
-How fiscal flows are the missing driver every investor needs
-How markets obsess over the wrong things (like the Fed)
-How you better explain what drives stocks, bubbles and bitcoin
-MMT versus Austrian Economics
-Why endorsing a gold standard, is endorsing big goverment
🎧Spotify: tinyurl.com/tawjd49n
🎧Apple: tinyurl.com/3p2jjka4
🎧Fountain: tinyurl.com/3tnamvmw
🎧Rumble: tinyurl.com/3ay7vccm
https://blossom.primal.net/7c422205577f311cb36defe21831673371f486574df36a4e4cc791d7674b1daa.mp4

2026-04-03 21:52:30 CEST

Less Noise More Signal is now also on @nprofile…l7sj
Check us out🤝🙏
https://fountain.fm/show/JChxhQ3O0Oa9gae26CaR
https://blossom.primal.net/bb1c7cc37bb48a39704e6e493cf9c1d78d9e49e94d0a5f466ab05a72e1eeeb5f.jpg

2026-04-03 21:51:15 CEST

https://fountain.fm/show/JChxhQ3O0Oa9gae26CaR

2026-01-23 23:38:22 CET

Okay, now things get serious.
What should I answer?
And would you watch an LNMS episode of me interviewing Sydney on her views on Bitcoin?
Better subscribe to the show, you never know it might happen some day! 🙏 🙃
https://youtube.com/@lessnoisemoresignalpodcast?si=BcJgPuHU_u16p---
https://blossom.primal.net/65c5ff27ec1086750126822f7e8f250fa3e0d01366b72065b2bab9e978bcb36c.jpg

2026-01-22 18:33:40 CET

Latest episode with Globalflows & Michael Howell
https://youtu.be/ZtyG6BAu_SA
Topics:
-Why cross-border capital flows matter so much for liquidity
-Why hardly any investor is focused on them
-Where the marginal liquidity is coming from right now
-What the major macro risks are in 2026
-Are liquidity spigots really drying up?
-What is really driving the Bitcoin price
-Whether or not more cuts will be priced in forward curve?
https://blossom.primal.net/167ab4dd139aebaf9030e196ad4010228b385bc8780d608e16171afc16796659.mp4

2025-11-14 22:47:25 CET

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You have to show it to me:)

2025-11-14 11:51:45 CET

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Yes! Bin gerne mal dabei!

2025-11-14 11:50:36 CET

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What are you doing here? Can you explain like I am 5?

2025-10-21 22:29:41 CEST

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Amazing. Collecting chestnuts:)?

2025-10-21 14:22:11 CEST

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Where is this:)?

2025-10-20 20:26:08 CEST

Latest LNMS newsletter is out:
https://lessnoisemoresignal.substack.com/p/ending-qt-wont-do-much-and-why-almost
➡️Are bank reserves really scarce?
➡️Fascinating case study of BTC's real-time price changes to recent plumbing changes
➡️Why investors should pay attention to rumors around gov' shutdown ending and Nov 5 Supreme Court tariff decision
➡️Gold's rally as a structural change and how to really think about the gold–Bitcoin “catch-up” trade.
➡️Why the end of quantitative tightening (QT) won’t make any material difference
➡️A fresh look at inflation
https://blossom.primal.net/c83849ece5b89c7a508568d6b47fe87a7f34d5c068c737242fd06d82b2678bcc.jpg

2025-10-20 11:52:40 CEST

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I‘d love to use Nostr more often. However, I am looking for a content scheduling assistant tool that I can hook up with Nostr? Does this exist? Thx

2025-10-20 11:50:56 CEST

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Juraj, is there a free scheduling assistant that allows publishing to nostr directly?

2025-10-20 11:45:51 CEST

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Is there a post schedulinh assistant for nostr (for free)?

2025-10-20 11:36:06 CEST

#asknostr
Is there a free schedulinh software for Nostr?

2025-10-20 11:26:34 CEST

You wanna tell me the economy is weak?
Well, bank earnings tell a different story!
https://blossom.primal.net/5dafd950891918cd8bbec118f8d53cae63ca43589e598587ca29bf58e9ef236c.jpg

2025-10-17 22:03:11 CEST

Here's my talk with Infranomics:
https://www.youtube.com/watch?v=yOYOCreAJ7U&t=9s
Prepare for a bunch of interesting charts with this one:
-Understanding TIPS auctions and how it helps get a read on inflation
-The silent depression thesis
-Why the average person feels so left behind
-How government spending, financial assets and corporate profits are outperforming GDP
-The importance of adjusting the denominator!
https://blossom.primal.net/ab05636b20d264e2651733200470f48fc3ab48c274a4f43e27e7d7cdca0edeb5.mp4

2025-10-08 21:37:44 CEST

This was a true masterclass type talk for me with Johan Bergman
https://youtu.be/bBXWqERZkRI?si=Jciq60b9Jh32eF4T
We talk about:
-Bitcoin‘s evolvinh yield curve
-What Strategy‘s preferreds are and how the function
-How a proper credit rating on them opens up this market to trillions
-How you can use these preferreds in combination with your house
-How to think about BTCTC
-Why BTCTCs will need to put their BTC to work
-Why you need a strategic fiat reserve when on a Bitcoin Standard
-And much more!
Truly mind-blowing convo! Check it out now

2025-09-19 21:34:27 CEST

I usually don‘t just talk about a product. But this time, I had to.
https://youtu.be/yjtYpoN9IYM?si=SpG_nV4FWaNLFizf
Horizon is a very interesting approach, leveraging our (parents’) house to buy more Bitcoin🔥
With Joe and Smeet, I talk about:
-What a home equity investment is?
-Why no HELOC or mortgage?
-Who the product is for?
-What the risks are?
-Can something like this be done in Europe as well?
After listening to these guys, I now finally understand how Bitcoin will eat real estate!
https://blossom.primal.net/1a9d24503578610ebbbef11f3774c32346809ea60f0a296e4a7c9df01265a9e0.mp4

2025-09-18 08:50:30 CEST

This is my conversation with Caleb Franzen.
https://youtu.be/bMESqFI6zlM?si=Y90L2n2tEKPr-g_m
We talk about:
-US rate cut is coming, but what type of rate cut?
-How to deal with rate cuts in the face of reacceralting inflation?
-„One cut and done“?
-How to not fade trending markets?
-An indicator nobody talks about
Enjoy!
https://blossom.primal.net/58d599fd691bd652e0182683f8e47ee099fdb077d08282773df02af16644c978.mp4

2025-08-28 18:40:37 CEST

New interview with Taylor Neville💥
We talk about:
-Why he‘s so bearish, he‘s bullish
-What the advent of Weimar America means for financial markets
-How to trade markets as an uber bull
-How Trump is centralizing the Fed & Treasury to decentralize the broader market
-Why this cannot be the Bitcoin top just yet!
https://youtu.be/ibymmxLPeYA?si=tji0fDAcEpjMn3Q_
https://blossom.primal.net/9eac17e7c7166e5d3e01926a671b81bf6c68f90a97b85498af7fcf8b5adaf6a9.mp4

2025-08-08 22:23:38 CEST

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Nice! Hope I get @nprofile…kpej on my podcast LNMS to discuss this topic. I feel like he could deliver a masterclass for my audience as well!

2025-08-08 19:59:41 CEST

Once a Bitcoin skeptic, now an advocate. @nprofile…zhvd is a climate tech investor who took a deep dive into Bitcoin... and came out bullish.
YT: https://youtu.be/g0NQnxK9KcE
In this episode, we unpack:
-Why Bitcoin Mining is key to the green energy revolution
-How disruptive tech always faces doubt — until it doesn't
-Why Bitcoin is a climate ally, not an enemy
-How Bitcoin is net benefical for climate endeavors
-Its growing social impact
-And the challenges still ahead
Don’t miss this one.

2025-08-07 17:25:10 CEST

Just released my conversation with Mexican billionaire and Bitcoin bull Ricardo Salinas.
YT: https://youtu.be/Qk9Vk--WRao?si=-9xdvAAX5WrOaJT1
We cover:
-His new book The Bitcoin Enlightenment
-His relationship with Michael Saylor and the mutual respect they have for each other
-Why he does NOT follow Strategy‘s playbook with his firms
-If Bitcoin advocacy has hurt his business
-What defines a great entrepreneur
-Why money isn’t everything
-And more

2025-08-07 17:24:43 CEST

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Yes! You should come next year as well!

2025-07-24 21:57:43 CEST

Hot new episode off the printer, with @nprofile…jy4g
We discuss:
-How he was able to predict Bitcoin’s ATH breakout
-How to approach the current price discovery phase
-Early signals that already foreshadow the future bear market
-Key Bitcoin price levels to watch—and how to plan ones investment strategy
https://www.youtube.com/watch?v=uDnVVDxCwjc

2025-07-17 18:20:52 CEST

This is my conversation with Ben Kizemchuk — and it was truly eye-opening. Some discussions feel like a full-on software update for your brain. This was one of them.
YT: https://youtu.be/CmrI3ZF5WDo?si=3AMXH0dJfq0rWB56
We covered:
-The 4Fs framework for making sense of today’s world
-Why we’re entering a new era where traditional investment models and metrics break down
-How to think about MMT, post-scarcity economics, recursive capital, and AI
-And much more
Enjoy

2025-07-17 17:57:01 CEST

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Thx sir!

2025-07-17 06:22:47 CEST

Thank you @nprofile…tn6f for a great chat on @nprofile…z633
https://youtu.be/nx5WF6vlJ7Y?si=xZLchjb0SeYTaODw

2025-07-14 16:52:12 CEST

As #Bitcoin has blown past $120k, our good old friend John Maynard Keynes is reporting from the belly of the beast!
I can hear you guys shouting: "One of us, one of us!"
Order the Bitcoin Enlightenment now: https://www.amazon.com/-/de/dp/B0F9W8Y283
https://blossom.primal.net/09f2776ef44505bfc3117f66bd58408b48b705ed5d34ef13ed6649aed08a987b.mov

2025-07-10 18:18:47 CEST

Great discussion I had with Gabriel. Although we recorded pre OBBBA passing, the episode is still very enlightening.
YT: https://youtu.be/dj7n3i1cigY?si=GcIaPXcTRtWvcg2Q
We talk about:
-What exactly are extraordinary measures?
-Why following Treasury actions is key for investors
-How exactly will the TGA be replenished going forward?
-Does bitcoin really trade based on liquidity?
https://blossom.primal.net/41169dd4753f219a6dc2b9b8ac7b56a1b5a1097bba9c5cd5b340052b876b5614.mp4

2025-07-07 22:46:43 CEST

Remember that legendary 1984 clip where Friedrich August von Hayek basically predicted #Bitcoin?
We tracked down his modern-day counterpart for his take on what’s happening now.
Here’s what he had to say👇
And don't for get your copy now: https://www.amazon.com/-/de/dp/B0F9W8Y283/
#Seperationofmoneyandstate
https://blossom.primal.net/68d23bbe0eadae4d15448db2b078aee17c8d91f20f361276f525181efc71ce7f.mov

2025-07-06 20:11:24 CEST

Hey Bitcoiners!
This is what the great @npub12us…0jwd has to say about our new book 𝘵𝘩𝘦 𝘉𝘪𝘵𝘤𝘰𝘪𝘯 𝘌𝘯𝘭𝘪𝘨𝘩𝘵𝘦𝘯𝘮𝘦𝘯𝘵.
Thank you Max. Ricardo Salinas, @nprofile…vq7k, Daniel and me, very much appreciate your precious words!
Hope to see you in El Salvador soon and gift a copy of your book to @npub1n6y…a474
Get your copy now: amazon.com/dp/B0F9W8Y283
https://blossom.primal.net/23bbc0772a022040fd1ae28ee225e98cac6d2aa04562eca4d7a8b5764bd9703c.jpg

2025-07-04 17:48:05 CEST

Ever wondered what Martin Luther has to say on #Bitcoin?
Check out his message to the populace of today!
And check out the Bitcoin Enlightenment: amazon.com/dp/B0F9W8Y283
https://blossom.primal.net/f6ba45c89686fec7a25a3225bd5459645e49a1b3a8a79517cf0ae2b624c92178.mov