Nostr notes by pahueg

New LNMS & TBL collab ...

2026-08-05T19:49:25Z

New LNMS & TBL collab

https://youtu.be/O77YxkVsnNY?si=3pWF5GEGY9dmmUAp

Together with Johan Bergmann from the timevalueofbtc (nprofile…569v) , I‘ll be sitting down on a regular basis and discuss the latest topics in Bitcoin.

This time around we discussed:

-The wide implications of the Coldcard exploit
-The AI to Bitcoin rotation and whether it is underway
-Why bad news no longer pushing down the BTC price is actually bullish

🎧Spotify: https://tinyurl.com/m5b2rnht
🎧Apple: https://tinyurl.com/49brenzb
🎧Fountain: https://tinyurl.com/455fxybp
🎧Rumble: https://tinyurl.com/

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

2026-08-04T06:23:32Z

In reply to nevent1q…u6v8
_________________________

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

It's about time we to turn bullish on BTC ...

2026-08-03T17:55:31Z

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

Latest LNMS episode with @nprofile…kzr3 ...

2026-07-16T19:59:15Z

Latest LNMS episode with 1basemoney (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

New LNMS article on my conversation with @nprofile…nkvg from ...

2026-07-14T21:35:46Z

New LNMS article on my conversation with freecritter (nprofile…nkvg) from ZEUS (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!

Latest LNMS episode with Charles Edwards! ...

2026-07-03T11:52:45Z

Latest LNMS episode with Charles Edwards!

https://youtu.be/VMBrxxRC4MA?si=2CNHy-qv0cKG3DUG

We talk about:

-Why Bitcoin may be cheap, but the price chart is not clean yet.
-Why the four-year cycle may not be enough this time.
-How Strategy is similiar to TerraLuna!
-Why the biggest Bitcoin trade right now might be happening outside Bitcoin
-When to turn bullish again!

Spotify: tinyurl.com/4jucj4xk
Apple: tinyurl.com/bdet3b26
Fountain: tinyurl.com/5dpy826p
Rumble: tinyurl.com/25se9v6h

New LNMS Insights Take: ...

2026-06-24T17:02:36Z

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

What dashboard is this?

2026-06-10T13:53:47Z

In reply to nevent1q…7t6f
_________________________

What dashboard is this?

Everyone is worried about Bitcoin! Is Bitcoin loosing its grip ...

2026-06-09T20:37:43Z

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

LNMS episode 113 with Jordan ...

2026-05-21T16:17:56Z

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

New LNMS Take: The central bank put is dying and this lift the ...

2026-05-19T10:46:15Z

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

We just published this update episode on our podcast: ...

2026-05-16T20:43:15Z

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!!

LNMS episode 112 with @nprofile…3r8u ...

2026-05-14T20:41:47Z

LNMS episode 112 with _Checkmatey_ (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

Already GM again

2026-05-12T04:53:50Z

In reply to nevent1q…z4l3
_________________________

Already GM again

Nostr event nevent1qqsdm8w8y8wj4k6tzc9at7dacaquvym7yr8090g7adhq4xuqaru5tzczyqzumm7dpq9n249aewscj2t6u4uz7n9mjxsxqy0t2zglhlz4pnpxgehhtr6

2026-05-11T20:31:46Z

quoting
nevent1q…0f2t

Want to win a signed Bitcoin book?

LNMS is giving away 3 signed copies to listeners who help grow our show on fountain_app (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

Nostr event nevent1qqsfv2dhu5vyvxpmtdfq4jrjt854urwmchjkwm9kntl7d220ytn0k2czyqzumm7dpq9n249aewscj2t6u4uz7n9mjxsxqy0t2zglhlz4pnpxguayt02

2026-05-11T20:20:14Z

In reply to nevent1q…8kxu
_________________________

https://primal.net/e/nevent1qqsrtdugm06pf2jl4kusljuc35mmy4a2cm3t4d2clv9h6n82sqsxz8glm0f2t

LNMS episode 111 with Markus from 10xResearch ...

2026-05-11T20:19:50Z

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 🤟👇

LNMS episode 110 with @ctindale ...

2026-05-07T20:29:39Z

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

LNMS episode 110 with Craig Tindale ...

2026-05-07T20:28:05Z

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

Some more context Insiders gonna inside…😒 ...

2026-05-05T11:12:39Z

Some more context

Insiders gonna inside…😒

quoting
nevent1q…de2v
True that!

nevent1q…kr6z

This was a great episode with @nprofile…nx5t If you follow us ...

2026-05-04T20:32:06Z

This was a great episode with DrJeff (nprofile…nx5t)

If you follow us on fountain_app (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

quoting
nevent1q…yjz4

LNMS episode 109 with DrJeff (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 fountain_app (nprofile…cgkr) and interact with this episode!

Check out the full conditions here:

https://primal.net/e/nevent1qqsrtdugm06pf2jl4kusljuc35mmy4a2cm3t4d2clv9h6n82sqsxz8glm0f2t

LNMS episode 109 with @nprofile…nx5t ...

2026-05-04T20:20:06Z

LNMS episode 109 with DrJeff (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 fountain_app (nprofile…cgkr) and interact with this episode!

Check out the full conditions here:

https://primal.net/e/nevent1qqsrtdugm06pf2jl4kusljuc35mmy4a2cm3t4d2clv9h6n82sqsxz8glm0f2t

LNMS Episode 108 with Sonus Varghese https://youtu.be/nQRYZQ1wTQI ...

2026-05-02T06:26:28Z

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

True that! ...

2026-04-29T19:11:43Z

True that!

quoting
nevent1q…kr6z
TIL ODELL (nprofile…cd8v) plays guitar.

Meet the Swiss National Bank, the world’s largest hedge fund. ...

2026-04-29T06:28:45Z

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?!

Conditions and with it liquidity? But, it’s a great point: is ...

2026-04-29T06:25:15Z

In reply to nevent1q…vdz4
_________________________

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?

The IMF says financia conditions have been tightening since the ...

2026-04-29T05:26:35Z

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

Want to win our Bitcoin Book called the Bitcoin Enlightenment? ...

2026-04-28T18:48:01Z

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

quoting
nevent1q…n3lq
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

Interesting chart btw at the bottom Las Vegas BTC conference ...

2026-04-28T18:46:04Z

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?

“You gotta zoom out.” BTC could easily go higher over the ...

2026-04-28T18:44:12Z

“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 DrJeff (nprofile…fcec) for the chart!

LNMS meets The DeFi Report ...

2026-04-27T20:07:20Z

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

Want to win a signed Bitcoin book? LNMS is giving away 3 signed ...

2026-04-24T13:49:58Z

Want to win a signed Bitcoin book?

LNMS is giving away 3 signed copies to listeners who help grow our show on fountain_app (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

Jeff! This article is great🔥 I’d love to get on my podcast. ...

2026-04-23T12:16:47Z

In reply to nevent1q…xq33
_________________________

Jeff! This article is great🔥

I’d love to get on my podcast.

Would you be in?

https://youtube.com/@lessnoisemoresignalpodcast?si=vrJICCP-0lXU8T45

New LNMS newsletter article: ...

2026-04-21T21:09:12Z

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:

LNMS Episode 106 with Bob Elliot & Aahan from Prometheus ...

2026-04-20T21:46:47Z

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

You get the feeling, yes

2026-04-17T10:53:42Z

In reply to nevent1q…mrt4
_________________________

You get the feeling, yes

LNMS Daily Briefing April 16 Global Macro: • Apr 15: US ...

2026-04-16T19:59:43Z

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

Nostr event nevent1qqs20lpkcr530xvqrtkum6227vr8dzkqdnyu0tluf7mz2g7ek7n6ehszyqzumm7dpq9n249aewscj2t6u4uz7n9mjxsxqy0t2zglhlz4pnpxgg76q3h

2026-04-14T21:22:17Z

quoting
nevent1q…kugl
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

Episode 105 with Ben Kizemchuk YT: https://youtu.be/JMMqkJ-V9B0 ...

2026-04-14T21:21:44Z

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

LNMS Daily Research Briefing April 13 Global Macro: • Apr 12: ...

2026-04-13T08:09:43Z

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/

Which again serve end clients, no?

2026-04-13T06:06:18Z

In reply to nevent1q…jucp
_________________________

Which again serve end clients, no?

Thanks for coming on🔥💪🏻

2026-04-09T18:41:22Z

In reply to nevent1q…cfzc
_________________________

Thanks for coming on🔥💪🏻

LNMS Episode 104 with @nprofile…a45g from @nprofile…naeg YT: ...

2026-04-09T17:23:05Z

LNMS Episode 104 with Jestopher (nprofile…a45g) from Amboss (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

New LNMS report just dropped! Topic: What is REALLY driving the ...

2026-04-08T07:11:07Z

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!

LNMS Episode 103 YT: https://www.youtube.com/watch?v=uD14_sZDJ78 ...

2026-04-03T19:55:03Z

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

Less Noise More Signal is now also on @nprofile…l7sj Check us ...

2026-04-03T19:52:30Z

Less Noise More Signal is now also on fountain_app (nprofile…l7sj)

Check us out🤝🙏

https://fountain.fm/show/JChxhQ3O0Oa9gae26CaR

https://fountain.fm/show/JChxhQ3O0Oa9gae26CaR

2026-04-03T19:51:15Z

https://fountain.fm/show/JChxhQ3O0Oa9gae26CaR

Okay, now things get serious. What should I answer? And would you ...

2026-01-23T22:38:22Z

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---

Latest episode with Globalflows & Michael Howell ...

2026-01-22T17:33:40Z

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?

You have to show it to me:)

2025-11-14T21:47:25Z

In reply to nevent1q…fhxg
_________________________

You have to show it to me:)

Yes! Bin gerne mal dabei!

2025-11-14T10:51:45Z

In reply to nevent1q…m6nh
_________________________

Yes! Bin gerne mal dabei!

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

2025-11-14T10:50:36Z

In reply to nevent1q…895z
_________________________

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

Amazing. Collecting chestnuts:)?

2025-10-21T20:29:41Z

In reply to nevent1q…rz7y
_________________________

Amazing. Collecting chestnuts:)?

Where is this:)?

2025-10-21T12:22:11Z

In reply to nevent1q…qt0k
_________________________

Where is this:)?

Latest LNMS newsletter is out: ...

2025-10-20T18:26:08Z

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

I‘d love to use Nostr more often. However, I am looking for a ...

2025-10-20T09:52:40Z

In reply to nevent1q…a5k5
_________________________

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

Juraj, is there a free scheduling assistant that allows ...

2025-10-20T09:50:56Z

In reply to nevent1q…9m6w
_________________________

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

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

2025-10-20T09:45:51Z

In reply to nevent1q…vp3u
_________________________

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

#asknostr Is there a free schedulinh software for Nostr?

2025-10-20T09:36:06Z

#asknostr

Is there a free schedulinh software for Nostr?

You wanna tell me the economy is weak? Well, bank earnings tell a ...

2025-10-20T09:26:34Z

You wanna tell me the economy is weak?

Well, bank earnings tell a different story!

Here's my talk with Infranomics: ...

2025-10-17T20:03:11Z

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!

This was a true masterclass type talk for me with Johan Bergman ...

2025-10-08T19:37:44Z

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

I usually don‘t just talk about a product. But this time, I had ...

2025-09-19T19:34:27Z

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!

This is my conversation with Caleb Franzen. ...

2025-09-18T06:50:30Z

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!

New interview with Taylor Neville💥 We talk about: -Why he‘s ...

2025-08-28T16:40:37Z

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_

Nice! Hope I get @nprofile…kpej on my podcast LNMS to discuss ...

2025-08-08T20:23:38Z

In reply to nevent1q…0wyn
_________________________

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

Once a Bitcoin skeptic, now an advocate. @nprofile…zhvd is a ...

2025-08-08T17:59:41Z

Once a Bitcoin skeptic, now an advocate. dsbatten (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.

Just released my conversation with Mexican billionaire and ...

2025-08-07T15:25:10Z

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

Yes! You should come next year as well!

2025-08-07T15:24:43Z

In reply to nevent1q…a7mk
_________________________

Yes! You should come next year as well!

Hot new episode off the printer, with @nprofile…jy4g We ...

2025-07-24T19:57:43Z

Hot new episode off the printer, with _Checkmatey_ (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

This is my conversation with Ben Kizemchuk — and it was truly ...

2025-07-17T16:20:52Z

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

Thx sir!

2025-07-17T15:57:01Z

In reply to nevent1q…gn4q
_________________________

Thx sir!

Thank you @nprofile…tn6f for a great chat on @nprofile…z633 ...

2025-07-17T04:22:47Z

Thank you MartyBent (nprofile…tn6f) for a great chat on TFTC (nprofile…z633)

https://youtu.be/nx5WF6vlJ7Y?si=xZLchjb0SeYTaODw

As #Bitcoin has blown past $120k, our good old friend John ...

2025-07-14T14:52:12Z

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

Great discussion I had with Gabriel. Although we recorded pre ...

2025-07-10T16:18:47Z

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?

Remember that legendary 1984 clip where Friedrich August von ...

2025-07-07T20:46:43Z

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

Hey Bitcoiners! This is what the great @npub12us…0jwd has to ...

2025-07-06T18:11:24Z

Hey Bitcoiners!

This is what the great Max Keiser, sr. bitcoin advisor to Pres. Bukele 🧢 / @maxkeiser (npub12us…0jwd) has to say about our new book 𝘵𝘩𝘦 𝘉𝘪𝘵𝘤𝘰𝘪𝘯 𝘌𝘯𝘭𝘪𝘨𝘩𝘵𝘦𝘯𝘮𝘦𝘯𝘵.

Thank you Max. Ricardo Salinas, saifedean (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 NayibBukele (npub1n6y…a474)

Get your copy now: amazon.com/dp/B0F9W8Y283

Ever wondered what Martin Luther has to say on #Bitcoin? Check ...

2025-07-04T15:48:05Z

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

This is my convo with Will Clemente YT: ...

2025-07-03T16:04:30Z

This is my convo with Will Clemente

YT: https://youtu.be/SYhFbS8uxo8

We talk about:
-Why the US is in full ponzi mode
-When will Musk return to Bitcoin
-Why pay attention to the alts market right now
-What crypto equities to look at
-What the life as a Crypto KOL is REALLY like

It‘s good to see you back in full force Will🔥

Here's my most recent discussion with @nprofile…g28z ...

2025-06-26T20:49:05Z

Here's my most recent discussion with LynAlden (nprofile…g28z)

https://www.youtube.com/watch?v=R3l_Lc_d9zo

We talk about:

-The core raison d'etre of central banks
-How fiat technology improved money
-How fiat technology actually enables war making
-Can Bitcoin really curtail government deficit spending (and war financing)?
-Treasury buybacks are NO money printing, but why they matter anyway
-Is MMT and CBDCs fiat’s endgame?

This was an amazing chat with Jordi Visser, a macro brain that is ...

2025-06-20T10:53:28Z

This was an amazing chat with Jordi Visser, a macro brain that is all over the two most important topics of today: AI and Bitcoin.

We talk about how the two relate, how AI is challenging macro assumptions and how exactly you should be using AI yourself.

YT: https://youtu.be/JS4Q0iAWmKM?si=FJ-wqHiLcAj722W3

This is my conversation with Eric Weiss on how he orange-pilled ...

2025-06-12T16:18:07Z

This is my conversation with Eric Weiss on how he orange-pilled Michael Saylor.

YT: https://youtu.be/qkZS0BTd4VQ

This was fun discussion about Bitcoin, billionaire and HNWIs.

And yes, as irony would have it, Eric suddenly receive a call from saylor (nprofile…ukjf)

Excellent new episode with Sean Bill from @npub1jg5…6n8n YT: ...

2025-06-05T16:34:37Z

Excellent new episode with Sean Bill from Blockstream (npub1jg5…6n8n)

YT: https://www.youtube.com/watch?v=giw8RDXvmMo

We discuss:

-How Bitcoin can help address public pensions' unfunded liability problem

-Why Bitcoin is fundamentally different from tech stocks — backed by compelling data
-Smart allocation and rebalancing strategies for money managers
-Why self-sovereignty matters when it comes to holding Bitcoin
-Different Bitcoin investment strategies — from yield and income to alpha generation

adam3us (nprofile…uehg) thanks for amplifying! 🤝

Yes. If top, then only local

2025-06-04T21:22:29Z

In reply to nevent1q…q6ky
_________________________

Yes. If top, then only local

Bitcoin about to put in a double top? Since its all-time high of ...

2025-06-04T20:02:18Z

Bitcoin about to put in a double top?

Since its all-time high of $111k, Bitcoin has corrected about 6% to $105k. After hovering at this level for several days, some investors are now concerned we could be seeing the formation of another double top, similar to 2021. Frankly, I expected Bitcoin to push higher after breaking its all-time high in May. The reason it hasn’t is mainly because the demand side looks weak.

For one, ETF inflows have stalled, even turning negative by nearly $1 billion in late May and early June. Strategy also appears to be struggling to attract fresh capital, having purchased only 705 BTC on June 2.

On-chain dynamics show that coins held for 3 to 5 years — amounts comparable to local tops in March and November 2024 — are being sold into the market. The inability to absorb these coins at all-time-high prices suggests demand is fading.

From a sentiment perspective, last week’s Bitcoin conference felt like a potential top signal; watching the livestream gave me the impression that the enthusiasm from Bitcoin Treasury companies might be at a peak level.

The upcoming Circle IPO is another example: targeting a fully diluted valuation of up to $7.2 billion, the upcoming IPO is said to be oversuscribed by 25x. If this doesn’t give you late-cycle vibes, I don‘t know what will.

Finally, leverage remains elevated, as seen in futures volume, signaling that many investors are still positioned for immediate upside. Although this has eased somewhat since the all-time high, it’s still not non-negligible.

So, where do we stand? A week ago, I speculated that BTC would go to $120k fairly fast. I remain cautiously bullish in the short term, particularly as long as we hold above the short-term holder cost basis at $97k. Should we fall below that level, market psychology could take a real hit and things would have to be seriously assessed.

To stay above it, we’ll need to see fresh demand step in. If we dip lower in the coming days, I’d expect the first meaningful demand and support zone to appear around $99k.

Thoughts?

Cannot follow:)?

2025-06-04T13:16:59Z

In reply to nevent1q…8pth
_________________________

Cannot follow:)?

Thanks sir! Hope you get to read it!

2025-06-04T05:03:33Z

In reply to nevent1q…tz33
_________________________

Thanks sir! Hope you get to read it!

We are truly honored that @nprofile…ggvh has read our new book ...

2025-06-03T16:45:41Z

We are truly honored that LynAlden (nprofile…ggvh) has read our new book ‘The Bitcoin Enlightenment’ and shared such a thoughtful and generous praise.

Thank you, Lyn. I think I speak in the name of the entire industry, when I say:

Your work is inspiring countless people in this space — ourselves included — and we’re deeply grateful to have you.

Get your copy of the book now:
https://academy.saifedean.com/product/the-bitcoin-enlightenment-hardcover

Nice! We are looking at dezentralshop

2025-05-29T13:40:10Z

In reply to nevent1q…f0k5
_________________________

Nice! We are looking at dezentralshop

It is the first serious one. Read in the book, details laid out

2025-05-28T20:59:04Z

In reply to nevent1q…xl4e
_________________________

It is the first serious one. Read in the book, details laid out

Where do you want to ship? And working on integration to pay with ...

2025-05-28T20:58:28Z

In reply to nevent1q…9ahk
_________________________

Where do you want to ship?

And working on integration to pay with BTC

After months of anticipation, I’m thrilled to announce that our ...

2025-05-28T16:36:55Z

After months of anticipation, I’m thrilled to announce that our new book is finally here.

The Bitcoin Enlightenment is our magnum opus — a tribute to the #Bitcoin community and a deep dive into its transformative potential.

Here are only a few unique selling points the book offers:

➡️ An exclusive look into the family history of Mexican billionaire and Bitcoin advocate Ricardo B. Salinas
➡️A coherent, fact-based account of humanity’s fall from monetary grace
➡️A unique historical deep dive into the founding of the world’s first central bank (BoE) and the rise of government bond markets
➡️How fiat money places an especially heavy burden on younger generations
➡️Why CBDCs and MMT represent the endgame of the fiat system
➡️An assessment of the striking parallels between Bitcoin and the Reformation
➡️A forward-looking exploration of what a bitcoinized world might look like

I am beyond grateful to have had this opportunity!

Thanks for all the help, words of encouragement and general support! Also to saifedean (nprofile…qr3k) and team

Order the book now (and if you do, thanks for leaving a review 👏 🙏)

amzn.eu/d/7o1cqzT

Spotted at #Bitcoin2025 The Fiat Standard - @nprofile…x7uh The ...

2025-05-28T08:19:01Z

Spotted at #Bitcoin2025

The Fiat Standard - saifedean (nprofile…x7uh)

The Bitcoin Enlightenment - Ricardo Salinas, Daniel Jungen and pahueg (nprofile…mqxd)

Broken Money - LynAlden (nprofile…c44v)

A golden trio?😎🔥Go get them now!

https://thesaifhouse.com

Props to jklnz (nprofile…uyet) for the amazing pic!

This is my interview with Michael Every of Rabobank Michael ...

2025-05-07T20:13:46Z

This is my interview with Michael Every of Rabobank

Michael brings a unique perspective on how Trump is just a symptom of our Liberal World Order collapsing in real time!

On the LNMS, he breaks down the sweeping global shifts across social, cultural, psychological, demographic, political, military, technological, and geopolitical dimensions.

What does this mean for investors? Listen in!

https://youtube.com/watch?v=DrVQT6YSiTM

Bang Bang - New episode with the CEO of Tether YT: ...

2025-05-01T20:32:30Z

Bang Bang - New episode with the CEO of Tether

YT: https://youtu.be/EARiXl1e7Ag?si=egloMUE0oA-NUnbR

With Paolo I talked about:

-Can Tether still fail?
-Tether’s Sci-Fi investments: Are they making the world a better place?
-Are governments in emerging markets looking to bank USDT?
-Whether stablecoin issuers are the better banks
-Why Tether doesn't need to kiss anybody's ass
-How many Bitcoiners are just like armchair football coaches, ready to criticize everything.

Bang Bang - New episode with the CEO of Tether YT: ...

2025-05-01T20:30:10Z

Anyone agree here? https://m.primal.net/Qimf.jpg

2025-04-30T20:05:04Z

Anyone agree here?

This is the most compelling case for adopting Bitcoin as a ...

2025-04-28T07:40:54Z

This is the most compelling case for adopting Bitcoin as a treasury asset in light of the coming AI disruption that I’ve heard.

YT: https://youtu.be/Exuwj8Aaoho?si=esWuf7SrYKAQ6R1V

Thanks to Matt Cole for coming on LNMS!

#Bitcoin #CorporateAdoption #HurdleRate #ESG #InvestmentStrategies #Strive #FinancialMarkets #LongTermThinking #ZombieCompanies #EconomicTrends #CSuite #AI #GameStop #CorporateStrategy #InvestmentRisks #CapitalScarcity #EasyMoney #BitcoinInvestorWeek

This is the most compelling case for adopting Bitcoin as a ...

2025-04-24T16:45:06Z

This is the most compelling case for adopting Bitcoin as a treasury asset in light of the coming AI disruption that I’ve heard.

https://youtu.be/Exuwj8Aaoho?si=esWuf7SrYKAQ6R1V

Thanks to Matt Cole from Strive for coming on LNMS!

Ever since witnessing the economic murder of God, our society has ...

2025-04-21T17:23:12Z

Ever since witnessing the economic murder of God, our society has spiraled into financial nihilism.

YT: https://youtu.be/xxIpg08hqQ8?si=7pXn-Jlf24xJER4F

In conversation with Travis Kling, we explore this connection—how Bitcoin intersects with faith, and how crypto exposes the fiat mentality embedded within us.