This is my convo with Will Clemente YT: 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 @Lyn Alden 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 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: image
This is my conversation with Eric Weiss on how he orange-pilled Michael Saylor. YT: This was fun discussion about Bitcoin, billionaire and HNWIs. And yes, as irony would have it, Eric suddenly receive a call from @Michael Saylor
Excellent new episode with Sean Bill from @Blockstream YT: 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 @npub1qg8j...24kw thanks for amplifying! 🤝
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?
We are truly honored that @Lyn Alden 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: image
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 Ammous and team Order the book now (and if you do, thanks for leaving a review 👏 🙏) amzn.eu/d/7o1cqzT image
Spotted at #Bitcoin2025 The Fiat Standard - @Saifedean Ammous The Bitcoin Enlightenment - Ricardo Salinas, Daniel Jungen and @Pascal Hügli Broken Money - @Lyn Alden A golden trio?😎🔥Go get them now! Props to @npub15w99...yz93 for the amazing pic! image
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!