Latest LNMS newsletter is out:

Ending QT won't do much & why almost everyone misreads what's happening in financial plumbing

From repo drama to Bitcoin signals, gold’s rally, QT's ineffectiveness and inflation’s next move. Here's your curated dose of signal!

➡️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

#asknostr Is there a free schedulinh software for Nostr?

You wanna tell me the economy is weak? Well, bank earnings tell a different story!

Here's my talk with Infranomics: 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 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 to. 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. 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 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!

Once a Bitcoin skeptic, now an advocate. @Daniel Batten is a climate tech investor who took a deep dive into Bitcoin... and came out bullish. YT: 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 Bitcoin bull Ricardo Salinas. YT: 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

Hot new episode off the printer, with @_Checkɱate 🔑⚡🌋☢️🛢️ 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

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: 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

Thank you @Marty Bent for a great chat on @TFTC

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:

Amazon.com

Amazon.com

Great discussion I had with Gabriel. Although we recorded pre OBBBA passing, the episode is still very enlightening. YT: 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 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:

Amazon.com

Amazon.com

#Seperationofmoneyandstate

Hey Bitcoiners! This is what the great @Max Keiser, sr. bitcoin advisor to Pres. Bukele 🧢 / @maxkeiser has to say about our new book 𝘵𝘩𝘦 𝘉𝘪𝘵𝘤𝘰𝘪𝘯 𝘌𝘯𝘭𝘪𝘨𝘩𝘵𝘦𝘯𝘮𝘦𝘯𝘵. Thank you Max. Ricardo Salinas, @Saifedean Ammous, 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 @npub1n6yc...a474 Get your copy now: amazon.com/dp/B0F9W8Y283

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: 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?