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Explore every episode of the podcast Less Noise, More Signal

Dive into the complete episode list for Less Noise, More Signal. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
The Hidden Fragility Inside Every Portfolio28 May 202601:14:03

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬

In this in-depth interview, risk expert David Dredge shares insights on market fragility, risk management, and the future of global finance. Discover how convexity, volatility, and systemic risks shape investment strategies in today's complex economic landscape.

Follow David Dredge 👉 https://x.com/convexitydredge

▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬

⚡️LNMS on Lightning: lnms@ln.mtpelerin.com

₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p

💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00

Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.

▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

Follow on X👉 https://x.com/pahueg

Follow on Nostr 👉 https://primal.net/pascal

Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/

▬▬▬ CHAPTERS ▬▬▬▬▬▬▬▬▬▬

00:00 Intro

01:58 Understanding Market Dynamics and Risk

07:47 The Importance of Convexity in Investment Strategies

15:47 Navigating Volatility and Risk Management

23:29 The Fragility of the Bond Market

29:40 Future Implications and Market Predictions

37:48 Inflation and Interest Rates: A Fragile Balance

40:58 The Hunger Games of Bond Issuance

45:34 Global Competition and Resource Wars

51:54 The Shift in Economic Dynamics

56:40 The Declining Taxpayer Base and Its Implications

01:00:54 Navigating Market Risks and Investment Strategies

---

Disclaimer

The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice.

The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural persons only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded.

Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

How to Know A Rally Is Actually Spot Driven26 May 202600:12:52

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬

https://youtu.be/e_Iv0f5a1r0

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬

Jordan breaks down why he is cautiously bullish on crypto for the next couple of months. He explains why the 76K to 80K range matters, why leverage is not yet overheated, and why the rally may be healthier than it looks. He also introduces his ROI Delta framework for separating spot driven rallies from leverage driven rallies.

▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬

⚡️LNMS on Lightning: lnms@ln.mtpelerin.com

₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p

💵https://donate.stripe.com/9B600k5Tscv

Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L

▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack….

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

Follow on X👉 https://x.com/pahueg

Follow on Nostr 👉 https://primal.net/pascal

Follow on LinkedIn 👉 / pascal-huegli

The AI buildout will be stopped the hard way09 May 202600:10:37

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬

https://youtu.be/2hM8gflPooQ

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬

Everyone talks about AI as if the future is already inevitable. But Craig Tindale argues that the real bottleneck is not software, it is matter. The West outsourced its industrial base, China controls many of the key refining and supply chain chokepoints, and the materials needed for AI, energy, chips, and defense may simply not be available at the scale people assume. This clip explains why the next era may be defined less by abundance and more by physical constraints.

▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬

⚡️LNMS on Lightning: lnms@ln.mtpelerin.com

₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p

💵https://donate.stripe.com/9B600k5Tscv

Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L

▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack….

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

Follow on X👉 https://x.com/pahueg

Follow on Nostr 👉 https://primal.net/pascal

Follow on LinkedIn 👉 / pascal-huegli

Sound money advocate: “Bitcoin plays a big part in my retirement plan”20 Feb 202500:49:40

In this conversation, Lawrence Lepard and Pascal Hügli discuss Lepard's journey from a traditional investment manager to a strong advocate for Bitcoin and sound money. He shares insights from his newly released book, 'The Big Print,' which addresses the issues of inflation and the decline of the middle class in America. Lepard emphasizes the importance of understanding Bitcoin as a solution to the current financial system's problems, particularly the role of the Federal Reserve in perpetuating inflation. He expresses optimism about the potential for political movements to advocate for sound money and the impact of technology and decentralization in shaping the future of finance. The discussion also touches on retirement planning and investment strategies in light of today's economic challenges.

Timestamps:
00:00 Introduction to Lawrence Leppard and His Expertise
01:31 The Inflationary System and Investment Strategies
06:01 Understanding Bitcoin: A Journey of Discovery
12:01 The Problems with the Current Financial System
17:05 The Case for Sound Money and Ending the Fed
24:23 The Rise of Sound Money Advocacy
27:05 The Political Landscape and Bitcoin
30:18 The Math Behind the Fiat System
33:31 Bitcoin vs. Gold: A New Hope
36:14 The Fairness of Bitcoin
38:38 Envisioning a Currency Reset
42:18 Bitcoin for the Older Generation

Follow Lawrence Lepard:
Twitter - https://x.com/LawrenceLepard

Follow Pascal Hügli:

Twitter - https://x.com/pahueg
Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8

Thank you for subscribing to our channel! We’re excited to have you with us!

Check out our sponsor Newhedge:
https://newhedge.io/
Newhedge is an analytics and intelligence platform for all the Bitcoin data you need! Get 50% off your subscription by using the code "Signal"! 🔥

BigPrint #Bitcoin #inflation #soundmoney #FederalReserve #economiccrisis #investment #technology #decentralization #financialliteracy #debtcrisis #gold #monetaryreform #currencyreset #financialsystem #investmentstrategies #BTC

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Blockchain programmer and CTO: “Bitcoin has way better ‘smart contracts’ than Ethereum”13 Feb 202500:58:17

In this conversation, Shehzan Maredia and Pascal Hügli discuss the innovative non-custodial borrowing solution for Bitcoin users. They contrast Lava's approach with Coinbase's recent loan offerings, highlighting the security and cost benefits of Lava's model. The discussion delves into the risks associated with borrowing against Bitcoin, including liquidation risks and the importance of price oracles. Shehzan explains how Lava allows users to manage their borrowing risks effectively and explores the future of collateralization in the cryptocurrency space, including the implications of wrapped Bitcoin. They also discuss the innovative use of Discreet Log Contracts (DLCs) in the Bitcoin ecosystem, emphasizing their role in enabling secure, price-dependent payments. The discussion also covers the importance of technical knowledge within the Bitcoin community, the risks associated with the Lava system, and the integration of hardware wallets and stablecoins. Shehzan explains the cost structure and interest rates for borrowing against Bitcoin, positioning Lava as a competitive player in the market.

Timestamps:
00:00 Introduction to Bitcoin Lending Solutions
01:32 The Rise of Non-Custodial Lending with Lava
05:46 Comparing Coinbase Loans and Lava's Approach
09:02 Understanding Risks in Bitcoin Lending
11:59 Mitigating Liquidation Risks for Borrowers
14:48 Exploring Future Possibilities in Collateralization
18:07 User Experience and Practical Applications of Lava
28:51 Leveraging Bitcoin as Collateral
29:49 Understanding Wrapped Bitcoin and Its Implications
31:14 DLCs: The Future of Smart Contracts on Bitcoin
32:57 Security and Risks in Bitcoin Smart Contracts
36:50 The Importance of Technical Understanding in Bitcoin
38:43 Identifying Technical Risks in Decentralized Lending
41:59 Integrating with Hardware Wallets for Enhanced Security
43:55 Stablecoins: The Bridge Between Crypto and Fiat
46:13 Cost Structure and Interest Rates in Bitcoin Lending
55:33 Future Vision for Lava and User Engagement

Follow Shehzan Maredia:
Twitter - https://x.com/MarediaShehzan

Lava: https://www.lava.xyz

Follow Pascal Hügli:

Twitter - https://x.com/pahueg
Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8

Thank you for subscribing to our channel! We’re excited to have you with us!

Check out our sponsor Newhedge:
https://newhedge.io/
Newhedge is an analytics and intelligence platform for all the Bitcoin data you need! Get 50% off your subscription by using the code "Signal"! 🔥

Lava #Bitcoin #noncustodialborrowing #Coinbaseloans #cryptocurrency #lending #liquidationrisk #priceoracles #wrappedBitcoin #financialsecurity #DLCs #smartcontracts #security #stablecoins #interestrates #borrowing #noncustodial #financialtechnology #riskmanagement

Support the show

Finance Professor: “I have a vision on how to end the Fed”06 Feb 202501:00:24

In this conversation, Nik Bhatia and Pascal Hügli delve into the complexities of Bitcoin, macroeconomics, and the nature of money. They explore Nik's journey from a rates trader to a Bitcoin advocate, discussing the differences between money, currency, and credit. The conversation highlights the implications of cash in today's economy and the decentralized nature of the global banking dollar, emphasizing the need for a deeper understanding of these concepts. Furthermore they delve into the complexities of money creation, inflation dynamics, and the role of central banks in today's economic landscape. They explore how demand influences money supply and inflation, the necessity of central bank reserves, and the future of treasuries in a potential Bitcoin age. Bhatia challenges traditional views on central banking, suggesting that banks could operate independently without government intervention.

Timestamps:
00:00 The Nature of Money and Its Creation
11:45 Understanding Money, Currency, and Credit
27:55 The Global Banking Dollar and Its Implications
30:34 The Nature of Fiat Money and Its Limitations
32:03 Understanding Money Creation in Today's System
37:49 Inflation Dynamics and the Role of Demand
49:58 Central Bank Reserves and Their Future
53:51 The Role of Treasuries in a Changing Financial Landscape

Follow Nik Bhatia:
https://x.com/timevalueofbtc

Follow Pascal Hügli:
Twitter - https://x.com/pahueg
Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8

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Bitcoin #macroeconomics #creditmoney #currency #financialsystem #BitcoinAge #layeredmoney #cash #globalbankingdollar #moneycreation #inflation #centralbanks #demand #treasuries #reserves #commoditymoney #bankmoney #BTC

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Investment Professional Tom Dunleavy: "This is why Trumpcoin is net positive for this space"30 Jan 202500:54:48

In this conversation, Pascal Huegli and Tom Dunleavy discuss the implications of Trump's crypto initiatives, particularly focusing on the launch of Trump Coin and its effects on the crypto market. They explore the onboarding of new users into the crypto space, the potential long-term effects of celebrity coins, and the regulatory challenges faced by meme coins. The discussion also touches on the evolving landscape of crypto as a form of capitalism and the need for clarity in regulations surrounding token issuance. In this conversation, Pascal Huegli discusses the evolving landscape of financial markets, particularly focusing on the roles of Ethereum, Solana, and XRP. He explores the implications of institutional investments, the influence of key figures like Justin Sun, and the potential impact of regulatory changes on the cryptocurrency ecosystem. The discussion also touches on moral judgments in financial markets, the release of Ross Ulbricht, and the future of strategic Bitcoin reserves.

00:00 The Impact of Trump Coin on Crypto Onboarding
11:29 Long-Term Effects of Celebrity Coins on the Crypto Space
20:14 Navigating the Regulatory Landscape for Meme Coins
26:25 The Future of Crypto: Speculation vs. Utility
27:53 The Evolution of Financial Markets
28:19 Speculations on Solana and Ethereum
29:30 Institutional Interest in Ethereum30:55
Justin Sun's Influence on Ethereum
32:40 The Future of Ethereum Governance
36:14 XRP's Role in the Crypto Landscape
37:12 The Impact of Regulatory Changes
42:07 Moral Judgments in Financial Markets
44:49 Ross Ulbricht's Release and Its Implications
49:26 Strategic Bitcoin Reserves and Future Prospects

Follow Tom Dunleavy:
https://x.com/dunleavy89

Follow Pascal Hügli:
Twitter - https://x.com/pahueg
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TrumpCoin #cryptoonboarding #memecoins #celebritycoins #regulatorylandscape #Solana #Bitcoin #capitalmarkets #speculation #utility #financialmarkets #Ethereum #Solana #cryptocurrency #regulation #XRP #institutionalinvestment #JustinSun #RossUlbricht #TomDunleavy

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Head of Research: “Bitcoin has been objectively winning for 16 years”27 Jan 202500:51:34

In this conversation, Alex Thorn and Pascal Hügli discuss the recent developments in the crypto industry, particularly in light of the Trump administration's actions and policies. They explore Alex's background at Galaxy, the changes in regulatory bodies like the CFTC and SEC, and the implications of the executive order on digital assets. The discussion highlights the importance of patience in the crypto community and the potential for positive changes in regulation and innovation in the coming months. Furthermore, they discuss the recent repeal of SAB 121, a controversial SEC regulation that impacted how banks and public companies handle cryptocurrency assets. They explore the implications of this repeal for the banking sector and the broader cryptocurrency market. Additionally, they delve into the concept of a national digital asset stockpile, examining the potential for the U.S. government to hold Bitcoin and other digital assets, and the reactions from the Bitcoin community regarding this development.

Timestamps:
00:00 The Case for Bitcoin Ownership
02:11 Introduction to Alex Thorne and Galaxy Digital
04:52 Recent Developments in the Crypto Industry
11:57 Impact of Executive Orders on Crypto Regulation
19:04 Understanding the Presidential Working Group on Digital Assets
25:50 Biden's Executive Order and Its Impact on Digital Assets
27:42 The Repeal of SAB 121 and Its Significance
34:23 The Future of Banking and Digital Asset Custody
39:43 Understanding the Digital Asset Stockpile
49:00 The Shift in U.S. Federal Government's Stance on Crypto

Follow Alex Thorn:
Twitter - https://x.com/intangiblecoins

Follow Pascal Hügli:

Twitter - https://x.com/pahueg
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crypto #regulation #executiveorder #AlexThorne #Galaxy #CFTC #SEC #digitalassets #Trumpadministration #blockchain #SAB121 #cryptocurrency #banks #custody #Bitcoin #stockpile #financialmarkets

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Senior Analyst: "Bitcoin-linked stock market is growing rapidly"23 Jan 202500:59:46

In this conversation, James Van Straten and Pascal Huegli explore the evolving landscape of Bitcoin, focusing on its adoption by corporations, the implications for companies labeled as 'zombie' entities, and the unique case of El Salvador as a pioneer in Bitcoin integration. They discuss the cyclical nature of Bitcoin's market, the strategies companies are employing to incorporate Bitcoin into their treasury, and the potential future of Bitcoin as a distinct asset class. The conversation also touches on the role of miners and the complexities of their business models in relation to Bitcoin's price movements. Last but not least, they talk about the implications of MicroStrategy's leverage on Bitcoin, and the potential impact of FASB rules on Bitcoin treasury companies.

Timestamps:

00:00 Intro
01:36 The Rise of Bitcoin and Corporate Adoption
02:51 Understanding Bitcoin's Role in the Financial System
06:05 Corporate Strategies: The Bitcoin Playbook
08:58 Zombie Companies and Bitcoin: A New Hope
11:52 El Salvador: A Case Study in Bitcoin Adoption
15:07 The Future of Bitcoin as an Asset Class
17:59 The Role of Miners in the Bitcoin Ecosystem
29:51 The Mining Stocks Dilemma
32:43 MicroStrategy: A Leverage Play on Bitcoin
39:44 FASB Rules and Their Impact on Bitcoin Companies
44:59 Bitcoin's Future: Cycles and Predictions
49:41 Long-Term Bitcoin Outlook and Investment Strategies

Follow Pascal Hügli:

Twitter - https://x.com/pahueg
Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8

Follow James Van Straten:
Twitter - https://x.com/btcjvs

Thank you for subscribing to our channel! We’re excited to have you with us!

Bitcoin #corporateadoption #cryptocurrency #Tether #ElSalvador #assetclass #mining #MicroStrategy #investment #markettrends #Bitcoin #MicroStrategy #ETF #FASB #marketcycles #investmentstrategies #cryptocurrency #financialanalysis #SP500 #volatility #BitcoinStockMarket #Bitcoinasanassetclass

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This is why Bitcoin will do well in 202516 Jan 202500:38:04

In this conversation, Pascal Huegli discusses the current economic landscape, focusing on inflation trends, the impact of a strong dollar, liquidity challenges, and the strategies of MicroStrategy regarding Bitcoin. He also explores the potential for a strategic Bitcoin reserve under the Trump administration and the implications of stablecoin growth for Bitcoin's future.

Timestamps:

00:00 Intro
01:21 Strong Labor Report
03:11 Is the Cutting Cycles over?
04:47 Inflation concerns
07:37 The Impact of the Strong Dollar
10:25 Is DOGE deflationary?
13:03 Liquidity and Debt Ceiling Challenges
18:08 Debt Refinancing Wall is coming
21:24 Trump Inauguration and Crypto
23:13 US Strategic Bitcoin Reserve
28:16 MicroStrategy in 2025
33:23 The Bitcoin Stablecoin Flywheel Effect

Follow Pascal Hügli:

Twitter - https://x.com/pahueg
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Bitcoin #inflation #economicoutlook #strongdollar #liquidity #debtceiling #MicroStrategy #strategicBitcoinreserve #stablecoins #2025 #MSTR #SBR #Trumppump #Inaugurationday #Bitcoinstablecoinflywheel

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Will Meta Be the Next Tech Giant to Adopt Bitcoin as a Treasury Asset?13 Jan 202500:54:38

In this conversation, Ethan Peck and Pascal Hügli discuss the intersection of corporate finance and Bitcoin, advocating for shareholder activism that promotes corporate neutrality and fiduciary responsibility. Ethan shares insights on his proposals to major corporations like Microsoft and Amazon, emphasizing the need for companies to reassess their cash and bond holdings in favor of Bitcoin. The discussion also touches on the challenges of navigating corporate structures and the societal implications of corporate Bitcoin adoption.

Timestamps:

00:00 Corporate Finance and Bitcoin: A New Perspective
05:06 Shareholder Activism: Bridging Ideologies
09:53 The Proposal Process: Navigating Corporate Structures
14:50 The Case for Bitcoin: A Conservative Approach
19:55 Societal Implications of Corporate Bitcoin Adoption
25:07 Engaging with Corporations: The Role of Activism
27:32 Bitcoin Proposals and Corporate Engagement
39:22 The Future of Bitcoin in Corporate Finance
49:20 Grassroots Movements and Shareholder Proposals

Connect with Ethan Peck:
https://x.com/ethanbpeck

Follow Pascal Hügli:
Twitter - https://x.com/pahueg
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Bitcoin #shareholderactivism #corporatetreasury #ESG #investmentstrategy #Bitcoinproposals #corporategovernance #fiduciaryduty #economicimpact #financialstrategy #Bitcoin #shareholderproposals #corporategovernance #assetmanagers #investmentstewardship #Bitcoinadoption #financialstrategies #grassrootsmovement #ESG #institutionaladoption

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Silicon Valley Insider: "the average retail banker is going away, because..."09 Jan 202500:50:43

In this conversation, Bill Barhydt and Pascal Hügli discuss the evolution of banking in the context of Bitcoin and decentralized finance. The discussion covers the impact of AI on banking jobs, the role of humans in an increasingly automated world, and the current services available for borrowing against Bitcoin. For Bill Bitcoin holds the potential to revolutionize banking systems, especially in developing markets. He emphasizes the need for individuals to secure their Bitcoin in personal vaults rather than exchanges, the financial benefits of using Bitcoin as collateral, and the transformative impact of cryptocurrencies on remittances and credit systems globally. Bill also highlights the future of global banking and the integration of crypto into everyday financial transactions.

Timestamps:

00:00 The Future of Banking: DeFi and Crypto Integration
09:59 The Evolution of the Internet and Decentralization
19:53 AI and the Transformation of Banking
24:08 Human Roles in an AI-Driven Economy
25:30 The Future of Collective Intelligence
26:55 Bitcoin as a Global Reserve Currency
30:38 Integrating Bitcoin with Traditional Banking
33:00 Bitcoin's Role in Banking the Unbanked
36:22 Bitcoin as an Absolutely Scarce Store of Value
40:46 Revolutionizing Credit Systems in Developing Markets

Connect with Bill Barhydt:
https://x.com/billbarX

Follow Pascal Hügli:
Twitter - https://x.com/pahueg
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Abra #Bitcoin #Decentralization #AI #Banking #Crypto #FutureOfFinance #WealthManagement #DigitalAssets #Ethereum #CryptoCustody #BorrowingAgainstBitcoin #FinancialStrategy #GlobalBanking #CreditSystems #DevelopingMarkets #Stablecoins #Remittances #Abra

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Top crypto trader: “I don't think that the top is in, but…”30 Dec 202401:13:51

In this conversation, Cole Garner shares his insights on trading and investing in the cryptocurrency market, focusing on the importance of understanding market cycles, timing, and effective strategies for buying and selling Bitcoin. He discusses the concept of alpha decay, the psychological factors influencing market participants, and provides practical advice for navigating the complexities of crypto market tops. Garner emphasizes the significance of having a well-defined exit strategy and the need to prepare for market volatility. He also reveals whether or not the market top is in.

Timestamps:

00:00 Introduction to Cole Garner
03:06 Understanding Alpha Decay and Market Dynamics
06:02 The Importance of Timing in Crypto Investments
09:00 Navigating Market Cycles: The Bull Market Top Playbook
11:49 Analyzing Bitcoin's Historical Performance
14:53 The Psychology of Market Participants
18:09 Strategies for Buying and Selling Bitcoin
20:46 Identifying Parabolic Advances and Market Tops
24:05 Exit Strategies for Crypto Investors
27:10 Preparing for Market Volatility and Black Swans
37:30 Market Dynamics and Institutional Exit
41:53 Understanding Parabolic Advances and Corrections
46:50 Navigating Market Tops and Exit Strategies
51:58 Volatility Tops and Market Distribution
01:03:00 Current Market Sentiment and Future Predictions

Bull Market Top Playbook:
https://www.alchemicalintel.com/

Connect with Cole Garner:
https://x.com/colegarnerstake

Follow Pascal Hügli:
Twitter - https://x.com/pahueg
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crypto #trading #market #cycles #Bitcoin #alphadecay #investment #strategies #bull #market #exitstrategies #psychology #systemsbuilding #corrections #parabolictop #institutionalinvestors #volatility #tops #exit #market #dynamics #trends #financial #analysis #riskmanagement

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The West Got Rich, But Forgot How to Defend Itself07 May 202601:10:51

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬

This interview with Craig Tindale explores the complexities of global supply chains, geopolitical shifts, resource dependencies, and the role of Bitcoin in navigating uncertain times. Craig provides a high-level analysis of current world conflicts, resource criticality, and strategic considerations for the future.

Follow Craig Tindale👉 https://x.com/ctindale

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▬▬▬ CHAPTERS ▬▬▬▬▬▬▬▬▬▬

00:00 Intro

02:01 Understanding Real-World Constraints

01:40 Geopolitical Shifts and Economic Complexity

04:03 The Role of China in Global Supply Chains

06:37 Rebuilding Productive Capacity

08:01 Australia's Strategic Role in Global Resources

10:16 Navigating Market Uncertainties

11:31 The Role of Bitcoin in Resource Management

---

Disclaimer

The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice.

The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural persons only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded.

Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

Startup CEO: “This is how you 10x your own Bitcoin security”26 Dec 202400:56:23

In this conversation, Ruzbeh Kroner and Pascal Hügli discuss the complexities of Bitcoin custody. They explore Ruzbeh's journey into the Bitcoin space, the inherent risks of self-custody, and the innovative solutions being developed to enhance security and accessibility for Bitcoin holders. Ruzbeh shares his knowledge on legacy planning, recovery mechanisms, and the importance of ongoing support. They explore how recent Bitcoin updates like miniscripts can provide security and peace of mind for individuals, especially high net worth individuals, while also addressing the future of self-custody technology and the role of trust in financial transactions.

Timestamps:

00:00 Ruzbeh's Journey into Bitcoin
08:53 Understanding Bitcoin's Value Proposition
15:57 The Custody Conundrum
23:50 Navigating Self-Custody Risks
28:03 Navigating the Single Point of Failure Problem
29:58 Innovations in Collaborative Custody and Multi-Signature
30:56 Understanding Miniscripts and Time-Locked Recovery
35:08 Enhancing Security and Inheritance Planning
38:51 Trusting the Bitcoin Blockchain Over Third Parties
41:05 The Role of 21st Capital in Legacy Planning
46:18 Visualizing the Smart Vault Structure
49:33 Future Innovations in Self-Custody Solutions

Connect with Ruzbeh Kroner:
https://x.com/rkbtc

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Bitcoin #Custody #SelfCustody #FinancialInnovation #RuzbehK #21stCapital #MultiSignature #TaprootUpgrade #FinancialSecurity #Cryptocurrency #LegacyPlanning #RecoveryMechanisms #Blockchain #Inheritance #BitcoinInheritancePlanning #Miniscripts #Multisig #CollaborativeCustody #Lossproof #Antiloss

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Financial Liquidity Expert: “We are not risk off yet, but there are major headwinds for 2025”19 Dec 202400:58:03

In this conversation, Michael Howell and Pascal Hügli discuss the intricate relationship between liquidity cycles, debt, and financial markets. They explore the current state of liquidity, the implications of the maturity wall on refinancing and liquidity, and the ultimate trends in monetary inflation. Howell emphasizes the importance of understanding these dynamics for making informed investment decisions, particularly in relation to assets like gold and Bitcoin. The discussion also delves into the relationship between the dollar's strength and how Bitcoin will do in a strong dollar environment.

Timestamps:
00:00 Understanding Liquidity Cycles and Market Trends
10:01 The Role of Debt in Financial Markets
20:03 Navigating the Maturity Wall and Its Implications
29:47 Monetary Inflation and Investment Strategies
30:16 Understanding Monetary Easing and Market Reactions
32:45 The Role of the Dollar in Global Liquidity
35:29 Stealth QE
39:24 Treasury Strategies and Market Liquidity
43:42 The Strong Dollar: Implications and Political Dynamics
47:58 Capital Flows and the Future of the Dollar
51:53 Bitcoin's Position in a Strong Dollar Environment

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globalLiquidity, #financialMarkets, #debtRefinancing, #monetaryInflation, #investmentStrategies, #M2, #collateral, #maturityWall, #assetTrends, #economicCycles, #interestRates, #globalLiquidity, #dollarStrength, #FederalReserve, #Bitcoin, #monetaryPolicy, #capitalFlows, #economicStimulus, #assetPrices, #inflation #stealthQE

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Bitcoin maxi turned memecoin influencer: "memecoins will survive into hyperbitcoinization"16 Dec 202400:38:42

In this conversation, Murad Mahmudov and Pascal Hügli talk about how memecoins fit into the broader trend of financial nihilism, why memecoins will be a thing in a hyperbitcoinized world and how Murad deals with the fact that he is called the Memecoin Jesus.

Timestamps:

00:00 The Rise of Meme Coins: A New Asset Class
05:10 Understanding the Appeal of Meme Coins
12:11 Meme Coins vs. Traditional Tokens: A Community Perspective
18:41 Strategies for Identifying Legitimate Meme Coins
23:30 The Future of Meme Coins in Market Cycles
30:51 Meme Coins and Political Influence: A Cultural Shift
35:25 The Cult of Meme Coins: Community Dynamics

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WAGMI #MemeCulture #MemeInvesting #Memecoininvesting #Memecoins #Bitcoin #Cryptocurrency #Community #FinancialNihilism #Altcoins #DeFi #Tokenomics #SocialMedia #InvestmentStrategies #TechAlts #Cults #Memecults

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“The Structured Finance Expert: “Credit investors have a fiat problem, and Bitcoin is the solution.”12 Dec 202401:05:03

In this conversation, Andrew Hohns and Pascal Hügli discuss the transformative role of Bitcoin in asset-backed lending, particularly in the context of rising inflation and the need for innovative financial structures. Hohns explains how Battery Finance is leveraging Bitcoin's long-term collateral value to create flexible lending solutions that benefit both borrowers and lenders. The discussion also touches on the broader implications of currency debasement and the importance of understanding these dynamics in today's financial landscape. The conversation also touches on the role of shareholder activism in promoting Bitcoin adoption within corporations and the future possibilities that Bitcoin presents in various sectors.

Timestamps:

00:00 The Inflation Imperative
07:09 Innovative Financing with Bitcoin
13:47 Understanding the Borrowing Structure
21:49 Benefits of Bitcoin Integration in Loans
28:01 The Global Perspective on Currency Debasement
33:14 Critical Distance and Real Estate Solutions
34:39 The Scarcity of Bitcoin vs. Other Assets
36:34 Understanding Bitcoin's Value Proposition
39:34 The Nature of Investment and Market Dynamics
42:30 Innovative Loan Structures with Bitcoin
46:44 Bitcoin as a Tool for Structured Finance
50:22 Corporate Adoption of Bitcoin and Lessons from Shareholder Activism

Connect with Andrew Hohns:
https://www.linkedin.com/in/andrew-hohns-6901226/

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Bitcoin #assetbackedlending #inflation #investmentstrategies #NewMarketCapital #structuredfinance #collateralvalue #borrowers #lenders #currencydebasement #Bitcoin #investment #fiat #structuredfinance #corporateadoption #monetaryenergy #loanproducts #activism #humancapacity #financialsolutions

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“Ex Wall Street Banker: “look at how Orwellian today’s banking system has become.”09 Dec 202400:55:56

In this conversation, Caitlin Long and Pascal Huegli delve into the complexities of the financial system, discussing the implications of US de-banking, the evolution of economic thought, and the role of Bitcoin as a revolutionary monetary instrument. They explore the historical context of the gold standard, the significance of balance sheets in modern monetary theory, and the potential of Bitcoin to reshape financial transactions in a decentralized manner. The conversation also touches on the recent revelations around US debanking and the need for regulatory change and accountability in the face of overreach, as well as the future of banking and crypto in the U.S. and the global implications of these developments.

Timestamps:

00:00 Introduction
02:46 Mises University and Austrian Economics
06:05 The Evolution of Economic Thought and Bitcoin
08:53 Bitcoin as Digital Gold: A New Perspective
12:07 Scaling Bitcoin: Layered Financial Systems
14:54 The Role of Gold and the Gold Standard
17:47 Understanding Money: The Regression Theorem
21:06 The Future of Financial Transactions with Bitcoin
27:56 Transitioning to an Equity-Financed Economy
28:54 The Power of Instant Settlement
30:42 Financial Privacy vs. Government Surveillance
32:10 The Case Study of Nigeria's Digital Currency
33:35 Debanking: A Political Tool?
34:03 The Me Too Moment in American Banking
35:54 The Reality of Debanking in the Crypto Industry
39:14 The Need for Regulatory Change
41:05 Accountability in Regulatory Overreach
44:28 The Future of Banking and Crypto in the U.S.
50:14 Re-banking the Debanked: A New Priority

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https://x.com/CaitlinLong_

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Bitcoin #AustrianSchool #Economics #FinancialCrisis #ModernMonetaryTheory #GoldStandard #DigitalCurrency #EconomicTheories #FinancialSystems #Bitcoin #debanking #financialprivacy #centralbankdigitalcurrencies #regulatoryoverreach #cryptoindustry #financialtransactions #surveillance #bankingsystem #USpolicies #rebanking

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The Fintech Founder: “Inevitably, you will be better off borrowing against your Bitcoin than your house05 Dec 202400:57:56

In this conversation, Mauricio di Bartolomeo and Pascal Huegli discuss the future of Bitcoin lending, the impact of hyperinflation in Venezuela, and the role of Bitcoin in providing economic freedom. Mauricio shares insights on the rise of Bitcoin-backed loans, the importance of education for borrowers, and the tools available to manage risks associated with collateralized loans. Together the hone in on various intricacies, focusing on automated features, risks associated with borrowing, and the importance of managing loan-to-value (LTV) ratios. Mauricio also emphasizes the role of banks in the evolving landscape of Bitcoin lending and predicts a future where borrowing against Bitcoin becomes more efficient and cost-effective compared to traditional real estate lending.

Timestamps:

Chapters

00:00 Personal Journey and Hyperinflation in Venezuela
06:12 The Current State of Venezuela
09:05 The Role of Bitcoin in Economic Freedom
11:56 The Rise of Bitcoin-Backed Loans
15:09 Navigating Market Cycles with Bitcoin Loans
18:02 Understanding Loan Structures and Risks
20:51 The Importance of Education in Borrowing
24:06 Features and Tools for Borrowers
31:15 Understanding Borrowing Risks
36:15 Managing Loan Defaults and LTV
38:10 Loan Duration and Collateral Management
43:23 Use Cases for Bitcoin Loans
48:06 The Role of Banks in Bitcoin Lending
52:56 The Future of Bitcoin as Pristine Collateral

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https://x.com/cryptonomista

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Venezuela #hyperinflation #authoritarianism #economic #freedom #Bitcoin #loans #cryptocurrency #financial #technology #lending #platforms #digital #assets #lending #collateral #risks #repayment #banks #cryptocurrency #market #borrowers #overcollateralizedloans #borrowingagainstbitcoin #bitcoinbanking

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US National Security Expert: “A US government established strategic Bitcoin reserve is more likely than not.”28 Nov 202401:08:49

In this conversation, Matthew Pines and Pascal Huegli discuss the relevance of a strategic Bitcoin reserve (SBR) for the United States. They explore the intersection of Bitcoin, national security, and emerging technologies, arguing that Bitcoin's existence is rooted in the current global uncertainty and the need for alternative financial systems. The discussion highlights the benefits of establishing a Bitcoin reserve, including signaling U.S. values, strategic positioning in a changing world, and providing a stabilizing effect on the national balance sheet. They also discuss the potential downside risks such move could have on the US, Bitcoin and the world at large.

Timestamps:

00:00 Who is Matthew Pintes and the Case for Bitcoin's Existence
10:11 Understanding Geopolitics and Emerging Technologies
20:04 The Strategic Bitcoin Reserve: An Overview
29:55 Benefits of a Bitcoin Reserve for the U.S.
34:27 The Role of Strategic Reserves in Government Policy
39:05 Debating the Strategic Bitcoin Reserve
43:22 Bitcoin as a Stabilizing Asset
51:55 Legislative Pathways for a Strategic Bitcoin Reserve
01:01:09 Future Prospects for a Strategic Bitcoin Reserve: How likely is it?

Sources:
Bitcoin and US National Security:
https://www.btcpolicy.org/articles/bitcoin-and-us-national-security

Can Trump Order a Strategic Bitcoin Reserve?
https://www.btcpolicy.org/articles/can-trump-order-a-strategic-bitcoin-reserve

The Case for Bitcoin as a Reserve Asset:
https://www.btcpolicy.org/articles/the-case-for-bitcoin-as-a-reserve-asset-2

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The Traditional ETF Expert: “We are entering the golden age for crypto.”21 Nov 202400:41:50

In this conversation, Matt Hougan and Pascal Huegli discuss the evolving landscape of cryptocurrency following the recent US elections. Matt highlights the significant changes in regulatory attitudes, the emergence of a pro-crypto Congress, and the grassroots movements that have influenced political outcomes. Hougan also emphasizes the potential for new legislation, including a stablecoin bill and the establishment of a strategic Bitcoin reserve (SBR). He also explores the growing interest from institutional investors and the implications for market dynamics, while addressing potential risks associated with government involvement in the crypto space. The discussion concludes with insights into market psychology and future predictions for Bitcoin and stablecoins.

Timestamps:

00:00 The Changing Landscape of Crypto Post-Election
03:09 The Impact of Pro-Crypto Legislation
05:52 Grassroots Movements and Political Influence
09:08 The Future of Crypto Regulation
11:57 The Strategic Bitcoin Reserve Discussion
14:48 The Role of ETFs in Crypto Adoption
18:08 Institutional Interest and Market Dynamics
20:55 Potential Risks of Government Involvement
24:06 Market Psychology and Future Predictions
32:12 Institutional Adoption is Continuing
35:14 How Bitcoin's Market Cycles is Changing
38:45 Crypto Predictions for 2025

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Crypto #Bitcoin #USElections #Regulation #ETFs #InstitutionalInvestors #StrategicReserve #MarketDynamics #PoliticalInfluence #GrassrootsMovement #SBR #Bitwise #MarketStructureBill

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The Convertible Bond Trader: "Microstrategy is making every TradFi pro pay attention to Bitcoin.”14 Nov 202400:49:23

In this conversation, Richard Byworth and Pascal Hügli delve into the innovative financial strategies employed by MicroStrategy, particularly focusing on the company's use of convertible bonds and ATMs (At-The-Market offerings) to acquire Bitcoin. They discuss the implications of these strategies on the capital markets, the risks involved, and the potential future of Bitcoin as an asset class. Byworth shares insights from his extensive background in finance, explaining how MicroStrategy's approach has attracted traditional finance investors and created a unique market dynamic.

Timestamps:

00:00 Introduction to Richard and MicroStrategy
11:30 The Groundbreaking ATM Announcement
11:47 Understanding MicroStrategy's Strategy
23:50 The Mechanics of Convertible Bonds
35:48 Risks and Market Implications
47:50 Future of Bitcoin and MicroStrategy

Syz The Future Podcast: https://www.youtube.com/@syzthefuture

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crypto, #ETFs, #USelections, #Bitcoin, #regulation, #institutionaladoption, #strategicreserve, #marketstructure, #investment, #digitalassets #mstr #saylor #michaelsaylor #microstrategy #financialengineering #fiatattack #ATM #volatility

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The Tech-Savvy Bitcoin Cypherpunk: “I do not agree that Bitcoin has reached its full potential.”07 Nov 202400:50:09

In this conversation, Jameson Lopp and Pascal discuss the fundamental principles of Bitcoin, emphasizing its purpose of decentralization. Lopp elaborates on the role of core developers, the concept of ossification, and the potential risks associated with it, including the impact of quantum computing. The discussion also touches on the influence of institutions on Bitcoin's governance and the importance of maintaining a diverse range of contributors to ensure the protocol's resilience. Jameson expresses optimism for Bitcoin's future, highlighting the need for proactive measures to address emerging threats.

Timestamps:
00:00 Introduction to Bitcoin and Decentralization
05:55 The Role of Core Developers and Governance
11:49 The Risks of Ossification and Future Adaptability
17:54 The Impact of Quantum Computing on Bitcoin
24:01 Optimism for Bitcoin's Future

The Blockchain Economy: A beginner’s guide to institutional cryptoeconomics: https://medium.com/cryptoeconomics-australia/the-blockchain-economy-a-beginners-guide-to-institutional-cryptoeconomics-64bf2f2beec4

On Ossification: https://blog.lopp.net/on-ossification/

Jameson Lopp’s Website: https://www.lopp.net/

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Bitcoin #Decentralization #Ossification #Governance #QuantumComputing #CoreDevelopers #InstitutionalInfluence #Cryptocurrency #SelfCustody #Blockchain

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Bitcoin, Debt Cycles, and the Fourth Turning06 May 202600:09:26

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬

https://youtu.be/furS8k0aw9w

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬

Dr. Jeff Ross lays out the bigger macro picture behind Bitcoin, hard assets, and the end of the old globalization cycle. He explains why debt cycles often end in disorder, why financial assets may struggle, and why sound money matters more in this environment. The key idea: Bitcoin’s true floor may come from people who treat it as savings, not speculation.

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▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack….

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

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🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

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The Venture Capitalist Nic Carter: “There’s no sector where retail gets to win forever.”31 Oct 202400:57:25

In this conversation, Pascal Huegli and Nic Carter explore the evolving landscape of crypto, focusing on the rise of stablecoins and their implications for Bitcoin. They talk about various scared cows, the crypto industry still believes in it. They discuss the cyclical relationship between Bitcoin and stablecoins, the challenges of decentralization, and the regulatory environment surrounding stablecoins. The discussion also touches on the philosophical aspects of crypto as a freedom technology, whether it furthers mental illness and why the notion of Bitcoin as a secular religion is ambigious.

Timestamps:

00:00 Slaughtering Crypto's Holy Cows
04:50 The Rise of Stablecoins
09:52 Bitcoin vs. Stablecoins: A Cyclical Relationship
14:50 Decentralization and Financial Privacy
20:02 The Future of Stablecoins and Regulation
28:28 The Rise of Stablecoins and Their Impact
32:45 The Future of Bitcoin and Layer 2 Solutions
36:03 Meme Coins: A Double-Edged Sword
46:07 Crypto as a Freedom Technology: A Critical Perspective
52:08 Bitcoin: A Secular Religion?

Stablecoins: The Emerging Market Story: https://castleisland.vc/writing/stablecoins-the-emerging-market-story/

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crypto #Bitcoin #stablecoins #decentralization #financial #privacy #regulation #Satoshi #market #trends #economic #impact #stablecoins #Bitcoin #Layer #2 #meme #coins #crypto #technology #freedom #technology #financial #systems #decentralized #finance #investment #digital #currency #sacredcows

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Top-Tier Investment Strategist Lyn Alden: "I don't see a liquidity party for 2025"24 Oct 202401:08:42

In this conversation, Pascal Huegli and Lynn Alden discuss the current economic landscape, focusing on the transition from monetary to fiscal dominance, the implications of government debt and monetary debasement, and the role of Bitcoin as a potential hedge against inflation. They explore how productivity growth interacts with inflation and the significance of debt monetization in the context of central banks and commercial banks holding government debt. Furthermore, they explore what factors influence liquidity in financial markets and what this current interest rate easing cycle might hold and how it differs from previous ones.

Timestamps:

00:00 Understanding Current Economic Conditions
02:46 The Role of Fiscal Dominance
05:52 Monetary Debasement and Its Implications
09:07 The Shift from Monetary to Fiscal Policy
12:00 Investing in a Fiscal Dominance Environment
14:50 The Interplay of Productivity and Inflation
18:05 Bitcoin as a Hedge Against Inflation
21:12 Debt Monetization Explained
24:01 The Future of Central Bank Debt Holdings
34:23 Banking Regulations and Treasury Holdings
37:44 Monetizing Debt and Central Bank Strategies
39:55 Bitcoin's Role in Financial Systems
43:11 Government Debt and Capital Controls
47:00 Government Perspectives on Bitcoin
49:51 Liquidity Dynamics in Financial Markets

Bitcoin: A Global Liquidity Barometer:
https://www.lynalden.com/bitcoin-a-global-liquidity-barometer/

Unique Implementation of Permanent Primary Deficits?
https://www.minneapolisfed.org/research/working-papers/unique-implementation-of-permanent-primary-deficits

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FiscalDominance #MonetaryDebasement #Bitcoin #Investing #Inflation #DebtMonetization #EconomicTrends #AssetManagement #FinancialSystems #FederalReserve #TreasuryPurchases #Bitcoin #Liquidity #AssetPrices #CentralBanks #GovernmentPolicy #EasingCycle #InvestmentStrategies #MarketTrends

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The Based Lawyer: “This is the worst case scenario that could happen to Coinbase”18 Oct 202400:58:38

In this conversation, Joe Carlasare and Pascal Hügli dive into how Bitcoin intersects with U.S. elections, focusing on the crucial role of fiscal stimulus and regulatory landscapes in shaping Bitcoin’s price and adoption. Joe shares his personal journey from Bitcoin skeptic to advocate, offering insights into how different political administrations could impact the future of digital assets. They also explore which U.S. presidential candidate might be more bullish for crypto, while shedding light on Congress’s ongoing dysfunction in passing effective crypto legislation. The discussion tackles Coinbase’s battles with the SEC, the tangled web of securities laws, and how current investor protection efforts by the SEC are failing the very investors they aim to protect.

Timestamps:

00:00 The Significance of Bitcoin in US Elections
03:05 Joe Carlasare: A Bitcoin Advocate's Journey
06:01 The Impact of US Elections on Bitcoin and Crypto
08:48 Fiscal Stimulus: The Key Driver for Bitcoin's Price
12:11 Regulatory Landscape: Bitcoin vs. Broader Crypto Space
17:57 The Future of Bitcoin Amidst Fiscal Spending
20:51 Bitcoin as a Hedge Against Economic Uncertainty
24:10 The Growing Acceptance of Bitcoin in Traditional Finance
29:14 Political Impacts on Digital Assets
32:02 Congressional Dysfunction and Crypto Legislation
34:25 Market Demand and Institutional Adoption
38:10 The Future of Bitcoin in Finance
40:03 Coinbase and SEC Challenges
46:10 The Complexity of Securities Law
51:18 Investor Protection and Regulatory Challenges

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Bitcoin, #elections, #fiscalstimulus, #regulation, #cryptocurrency, #SEC, #Coinbase, #digitalassets, #institutionalinvestors, #market, #trumptrade #polymarket #electionodds

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The Macro Investor: "no one ever wins from war - except my portfolio“10 Oct 202400:49:39

In this episode, Spencer Hakimian from Tulu Capital and Pascal Hügli discusse the current geopolitical tensions, particularly in the Middle East, and their implications for global markets. He shares insights on investment strategies in uncertain times, the macroeconomic landscape in the US, and the roles of gold and Bitcoin as safe-haven assets. The conversation also touches on the economic situations in Japan and China, and how current easing cycles differ from past experiences.

Timestamps:

00:00 Introduction to Spencer Hakimian and Tulu Capital
01:57 Israel vs Iran: Geopolitical Tensions and Market Reactions
08:05 Investment Strategies Amidst Global Uncertainty
13:42 Current Macro Economic Landscape in the US
19:20 The Role of Gold and Bitcoin in Today's Economy
27:31 How to trade Japan and China
40:31 Comparing Current Easing Cycles to Past Experiences

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macrohedgefund #geopoliticaltensions #investmentstrategies #gold #Bitcoin #US #economy #Japan #China #easingcycles #macro #war #israel #iran #investing

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The Bitcoin Contrarian: "Central Banks Are Not the Ultimate Evil"03 Oct 202400:44:13

In this conversation, Ansel Lindner discusses his contrarian views on central banks, money printing, and the current economic landscape. He argues that we are in a deflationary scenario rather than an inflationary one, challenging the common belief that Bitcoin serves solely as a hedge against inflation. Lindner explains the role of central banks and how they are manipulating the market - but not the way people usually think.

Timestamps
00:00 Introduction and Background
01:45 Contrarian Views on Bitcoin and Money Printing
06:34 The Role of Central Banks
11:27 Bitcoin as a Hedge in Different Scenarios
16:17 Bitcoin's Performance During Crises
20:31 The Future of Credit and Bitcoin
22:27 The Role of Large Capital Pools
26:32 BlackRock's Perspective on Bitcoin
28:26 Central Banks and Market Manipulation
35:11 The Dilemma of Central Banking
39:45 Conclusion and Final Thoughts

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Deflation #Inflation #CreditBubble #MoneyPrinting #Europe #FinancialCrisis #BankingCrisis #Liquidity #EverydayPerson #Retailers #LargePoolOfCapital #RiskOff #BlackRock #MoralHazard #HighSignalMessage #CentralBanks #QE #Signalovernoise

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The On-Chain Analyst James Check: "Trying to predict the price? You’re Doing It All Wrong!"20 Sep 202400:56:44

James Check, alias Checkmate, and Pascal Hügli dive into why understanding whether you're a trader, investor, or saver is crucial—and how knowing which "bucket" you fall into can shape your investment strategy. They break down the power of enhanced DCA and explain why following the "Sell and buy back later" crowd is a fool's errand. Plus, they reveal how Bitcoin investors can identify absolute bear market bottoms and local tops during bull runs using on-chain metrics!

Timestamps:
00:00 Intro
02:58 Understanding Market Signals and Human Behavior
05:48 The Investor vs. Trader Mindset
09:01 Bitcoin as the World's Best Long-Term Conviction Asset
12:13 On-Chain Analysis: A New Perspective
15:00 Investing Frameworks for Bitcoin
17:53 The Power of Enhanced DCA
21:13 Market Cycles: Predicting Tops and Bottoms
24:00 The Future of Bitcoin Market Dynamics

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Bitcoin #investing #marketanalysis #onchaindata #tradingpsychology #longterminvestment #marketcycles #dollarcostaveraging #humanbehavior #cryptocurrency

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The Institutional Investor: "I Remain Bullish on Bitcoin Despite an Upcoming Recession"12 Sep 202400:58:15

In this conversation, Pascal Huegli interviews Andre Dragosch, a seasoned expert in finance and crypto They discuss Andre's early experiences with Bitcoin, the current economic landscape, recession indicators, and the future of Bitcoin amidst the current macroeconomic conditions. The conversation delves into the implications of monetary policy, the significance of the Bitcoin halving, and the potential catalysts for Bitcoin's future price movement.

Chapters:
00:00 Intro
01:11 André's Early Days in Bitcoin
14:45 Understanding the Current Economic Landscape
29:51 Recession Indicators and Their Implications
45:00 Bitcoin's Future: Catalysts and Predictions

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Bitcoin, #recession, #economicindicators, #cryptocurrency, #investment, #macroeconomics, #cryptomarket, #monetarypolicy

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Bitcoin’s Next Move Could Shock Everyone04 May 202601:04:29

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬

In this insightful interview, Dr. Jeff Ross shares his unique perspective on macroeconomics, geopolitics, Bitcoin, and the impact of recent global events. Discover how pattern recognition, market signals, and geopolitical strategies influence financial markets and the future of money.

Follow/Subscribe to Jeff Ross 👉 https://jeffross191961.substack.com/

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💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.

▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/🎧 LNMS on Apple: https://tinyurl.com/4apksnyn🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p🌐 LNMS Website: https://www.lessnoise-moresignal.com/📖 Bitcoin Book: https://www.amazon.de/dp/1967693013🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

Follow on X👉 https://x.com/pahuegFollow on Nostr 👉 https://primal.net/pascalFollow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/

▬▬▬ CHAPTERS ▬▬▬▬▬▬▬▬▬▬

00:00 Intro

02:04 The Current State of Global Markets

11:45 Navigating Social Media and Information Sources

23:42 Analyzing the Dollar and Its Impact

35:39 Bitcoin's Technical Patterns and Market Signals

36:07 The Real Economy: Signs of Recovery

52:33 Globalization and the Future of Economic Order

57:28 Bitcoin's Role in a Changing Financial Landscape

Disclaimer

The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice.

The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural persons only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded.

Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

The Fed’s Hidden Gift to Stocks and Gold02 May 202600:05:16

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬

https://youtu.be/nQRYZQ1wTQI

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬

Markets are hitting new highs while inflation remains sticky, oil risk is elevated, and the Fed is nowhere near declaring victory. In this clip, Sonu explains why the real issue is not just headline inflation, but the Fed’s reluctance to tighten enough to bring inflation back to 2 percent. If inflation rises while policy rates stay flat, real rates fall, which can become a powerful tailwind for equities and gold. This is the macro logic behind a market rally that looks irrational at first glance.

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▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack….

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

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Most Portfolios Are Not Built for This World30 Apr 202600:10:14

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬

https://youtu.be/icM1Kj6d4ac

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬

This episode features macro experts Bob Elliott and Ahan Menon discussing the current geopolitical and economic landscape, focusing on oil shocks, market implications, inflation dynamics, and investment strategies in uncertain times.

▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬

⚡️LNMS on Lightning: lnms@ln.mtpelerin.com

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Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L

▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack….

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

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Inflation Won't Go Back to 2%. Here's What Happens Next30 Apr 202601:00:59

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬

In this in-depth interview, Sonu Varghese, VP and Global Macro Strategist at Carson Group, shares his insights on current macroeconomic trends, inflation dynamics, central bank policies, and market outlooks. Discover how recent geopolitical events, AI advancements, and fiscal policies influence investment strategies and market behavior.

Follow Sonu Varghese 👉 https://x.com/sonusvarghese

▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬

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₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p

💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00

Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.

▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/

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🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

Follow on X👉 https://x.com/pahueg

Follow on Nostr 👉 https://primal.net/pascal

Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/

▬▬▬ CHAPTERS ▬▬▬▬▬▬▬▬▬▬

00:00 Intro

01:44 Inflation Trends and Economic Outlook

02:42 Market Dynamics and Investment Strategies

06:04 Impact of Information Flow on Financial Markets

08:45 Inflation Analysis and Energy Market Effects

11:59 Core Inflation and Economic Indicators

14:54 Drivers of Inflation: Tariffs and AI Bottlenecks

17:57 Corporate Profits and Economic Growth

20:53 Deficits, Government Spending, and Market Connections

23:48 Labor Market Dynamics and Wage Growth

26:58 AI, Demographics, and Future Economic Trends

34:47 Understanding Employment Trends and AI's Impact

36:30 Central Banks and Inflation Challenges

40:40 Market Dynamics: Equities, Gold, and Real Rates

46:29 Sector Performance and Global Market Outlook

51:52 Gold's Future in a High Inflation Environment

55:07 Portfolio Strategies in a Changing Economic Landscape

57:08 Bitcoin: A Risk-On Asset Perspective

---

Disclaimer

The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice.

The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural persons only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded.

Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

The Fed, War, Oil, Bitcoin: What Actually Matters Now27 Apr 202600:45:20

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬

Michael Nadeau, founder of the DeFi Report, shares insights on macroeconomic trends, crypto market cycles, DeFi hacks, and the future of Bitcoin and DeFi. This episode explores how macro factors influence crypto, on-chain analysis, and the evolving landscape of decentralized finance.

Follow Michael Nadeau 👉 https://x.com/justdeauit

https://thedefireport.io/

▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬

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₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p

💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00

Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.

▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

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🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

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Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/

▬▬▬ CHAPTERS ▬▬▬▬▬▬▬▬▬▬

00:00 Intro

01:54 Navigating the Crypto Winter

07:42 The Fed's Influence on Crypto Markets

11:59 Understanding Bitcoin's Market Structure

19:34 Wallet Cohort Analysis and Market Insights

22:49 Understanding Bitcoin's Bear Market Dynamics

24:22 Analyzing Market Cycles and Cohorts

25:20 The Role of Macro Factors in Bitcoin's Price

27:17 Identifying Key Price Levels and Market Sentiment

28:47 The Impact of Institutional Buyers on Bitcoin's Floor

30:37 Current Market Structure and Future Predictions

32:08 The State of DeFi and Its Challenges

35:25 The Future of DeFi: Regulation and Security

38:02 Concerns Over AI and DeFi Risks

42:30 Final Thoughts on Market Sentiment and Future Outlook

---

Disclaimer

The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice.

The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural persons only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded.

Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

How Pros Read Bitcoin Order Books Before Breakouts25 Apr 202600:14:41

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬

https://youtu.be/0wzRj_35hr8

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬

In this clip, David Lawant breaks down how Bitcoin order books actually work, how traders read liquidity, and why changes in order book depth and skew can signal regime shifts before the crowd sees them. If you want a clearer framework for understanding Bitcoin market structure, price action, and possible breakouts, this is one of the most practical parts of the conversation.

▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬

⚡️LNMS on Lightning: lnms@ln.mtpelerin.com

₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p

💵https://donate.stripe.com/9B600k5Tscv

Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L

▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack….

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

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The Hidden Market Structure Behind Bitcoin23 Apr 202600:57:36

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬

In this in-depth interview, David Lawant, head of research at Anchorage Digital, shares his insights on Bitcoin market structure, price formation, and the role of institutional players. Discover how order books, arbitrage, and market regimes influence Bitcoin's price and liquidity.

Follow David Lawant 👉 https://x.com/dlawant

▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬

⚡️LNMS on Lightning: lnms@ln.mtpelerin.com

₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p

💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00

Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.

▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

Follow on X👉 https://x.com/pahueg

Follow on Nostr 👉 https://primal.net/pascal

Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/

▬▬▬ CHAPTERS ▬▬▬▬▬▬▬▬▬▬

00:00 Intro

01:32 Understanding Bitcoin Price Dynamics

06:11 The Role of Market Makers and Arbitrage

14:41 Spot vs. Futures: What Drives Bitcoin Prices?

19:14 Decoding the Order Book: Insights into Market Liquidity

27:03 Market Signals and Order Book Dynamics

35:13 Understanding OTC Desks and Institutional Demand

42:50 Liquidity Providers and Market Impact

50:36 Current Market Sentiment and Apathy

52:11 The Coinbase Premium and Its Implications

---

Disclaimer

The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice.

The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural persons only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded.

Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

Why the Altcoin Game Has Changed Forever23 May 202600:05:11

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬

https://youtu.be/e_Iv0f5a1r0

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬

Jordan explains why altcoins still matter, but mostly as trading vehicles. He argues the best Bitcoin holders never sold, while the best altcoin traders did. As volatility rises across traditional markets, altcoins now face a much higher bar to justify the risk.

▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬

⚡️LNMS on Lightning: lnms@ln.mtpelerin.com

₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p

💵https://donate.stripe.com/9B600k5Tscv

Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L

▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack….

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

Follow on X👉 https://x.com/pahueg

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Follow on LinkedIn 👉 / pascal-huegli

The Real Edge Is Not Predicting the War23 Apr 202600:13:23

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬

https://youtu.be/icM1Kj6d4ac?si=W51JTl4RNS00HpsZ

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬

In this clip, Bob Elliott and Aahan Menon explain why the real opportunity is not predicting the war itself, but understanding the second and third order effects of the oil shock. They walk through how higher oil prices flow into inflation, demand destruction, and eventually earnings pressure. The key message is that markets may still be underpricing the macro fallout.

▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬

⚡️LNMS on Lightning: lnms@ln.mtpelerin.com

₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p

💵https://donate.stripe.com/9B600k5Tscv

Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L

▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack….

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

Follow on X👉 https://x.com/pahueg

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Markets Are Still Pricing “No Problem”20 Apr 202601:10:58

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬

This episode features macro experts Bob Elliott and Ahan Menon discussing the current geopolitical and economic landscape, focusing on oil shocks, market implications, inflation dynamics, and investment strategies in uncertain times.

Follow Aahan 👉 https://x.com/aahanprometheus

Follow Bob 👉 https://x.com/bobeunlimited

▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬

⚡️LNMS on Lightning: lnms@ln.mtpelerin.com

₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p

💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00

Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.

▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

Follow on X👉 https://x.com/pahueg

Follow on Nostr 👉 https://primal.net/pascal

Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/

▬▬▬ CHAPTERS ▬▬▬▬▬▬▬▬▬▬

00:00 Intro

02:13 Understanding the Oil Shock and Its Implications

14:55 The Impact of Oil Prices on Equity Markets

29:54 Inflation Dynamics and Central Bank Responses

34:08 Understanding Inflation Dynamics

38:53 Economic Conditions and Consumer Behavior

43:50 The Role of Savings in Economic Outlook

49:50 Fiscal Policy and Its Economic Impact

54:06 Energy Sector Insights and Investment Strategies

59:41 Reassessing Portfolio Strategies in a Changing Market

---

Disclaimer

The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice.

The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural persons only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded.

Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

The Hidden Market Plumbing Problem Nobody Is Talking About16 Apr 202600:12:46

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬

https://youtu.be/JMMqkJ-V9B0?si=xpfcsNoQeuHbU8k2

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬

In this clip, Ben Kizemchuk explains how passive investing changed market plumbing, why liquidity is thinner than most people realize, and how positioning, options, and forced flows can amplify market moves. He also makes the case that the real warning sign is not the rally itself, but the fact that the market leaders are still weak and not confirming the move.

▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬

⚡️LNMS on Lightning: lnms@ln.mtpelerin.com

₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p

💵https://donate.stripe.com/9B600k5Tscv

Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L

▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack….

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

Follow on X👉 https://x.com/pahueg

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Follow on LinkedIn 👉 / pascal-huegli

Ben Kizemchuk: This Looks Like the First Real Bear Market Rally14 Apr 202601:05:45

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬

This in-depth interview explores market dynamics, liquidity, and macroeconomic signals, with insights from portfolio manager Ben Kizemchuk. Key topics include market signals, the impact of passive investing and the flows around them, and the role of volatility in market movements.

Follow Ben Kizemchuk 👉 https://x.com/benkizemchuk

▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬

⚡️LNMS on Lightning: lnms@ln.mtpelerin.com

₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p

💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00

Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.

▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

Follow on X👉 https://x.com/pahueg

Follow on Nostr 👉 https://primal.net/pascal

Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/

▬▬▬ CHAPTERS ▬▬▬▬▬▬▬▬▬▬

00:00 Intro

01:57 Market Dynamics and Economic Indicators

02:46 Geopolitical Influences on Energy Prices

05:57 Consumer Behavior and Economic Sentiment

08:43 Late Cycle Economic Indicators

11:57 Credit Markets and Financial Stress

14:48 Private Credit and Liquidity Concerns

18:07 Market Predictions and Future Outlook

32:49 Market Resistance and Fiscal Response

35:08 Tactical Approaches for 2026

36:35 Bear Market Signals and Small Cap Stocks

41:35 Understanding Market Plumbing and Passive Investing

46:34 Options Market Mechanics and Dealer Hedging

50:49 Liquidity Dynamics and Passive Flows

55:03 Volatility Trends and Market Implications

01:00:36 Liquidity Risks and Tax Season Effects

Disclaimer

The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice.

The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural persons only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded.

Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

Bitcoin’s Next Big Unlock? Lightning, Yield, and AI Agents13 Apr 202600:11:45

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬

https://www.youtube.com/watch?v=JJ_5hez9DXc

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬

In this clip, Jesse Shrader explains why Lightning may be evolving into much more than a payments network. We talk about RailsX, Bitcoin-native trading, native Bitcoin yield, and why AI agents may logically choose Lightning if they follow cost, speed, and efficiency. If this plays out, Bitcoin could move far beyond store of value and into a much bigger financial role.

▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬

⚡️LNMS on Lightning: lnms@ln.mtpelerin.com

₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p

💵https://donate.stripe.com/9B600k5Tscv33Ue4zRdby00

Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.&trxInfo=LNMS

▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

Follow on X👉 https://x.com/pahueg

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Lightning Is NOT Dead. Everyone’s Just Looking at the Wrong Metrics09 Apr 202600:46:17

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬

In this episode, Jesse Schrader discusses the current state and future potential of the Lightning Network, Taproot assets, stablecoins on Bitcoin, and the integration of AI with Bitcoin payments. He shares insights on scalability, liquidity management, and innovative use cases transforming Bitcoin into a versatile financial ecosystem.

Follow Jesse Schrader 👉 https://x.com/jestopher_btc

▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬

⚡️LNMS on Lightning: lnms@ln.mtpelerin.com

₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p

💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00

Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.

▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

Follow on X👉 https://x.com/pahueg

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Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/

▬▬▬ CHAPTERS ▬▬▬▬▬▬▬▬▬▬

00:00 Intro

01:38 The Resilience of the Lightning Network

02:48 Jesse Schrader's Journey with Lightning

05:55 Understanding Lightning's Technological Edge

09:00 Debunking Myths: Is Lightning Dead?

12:03 The Growing User Base of Lightning

14:48 Overcoming Challenges in Lightning Network

17:56 Emerging Use Cases Beyond Exchanges

21:05 Stablecoins and the Future of Payments

23:49 The Role of Taproot Assets

26:57 RailsX: Pioneering Peer-to-Peer Trading

29:50 Yield Opportunities on Bitcoin

32:50 AI Agents and the Future of Payments

Disclaimer

The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice.

The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural persons only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded.

Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

The Macro Model You are Using is Probably Broken02 Apr 202601:21:38

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬
💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk
▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬
In this episode, dive into a comprehensive discussion on modern monetary theory, macroeconomic modeling, and how fiscal flows influence markets and assets like Bitcoin with Douglas Padgett -- a macro researcher and founder of Applied MMT. He shares his insights on government spending, private credit cycles, and the importance of flow analysis for market forecasting.
Follow Douglas Padgett 👉 https://x.com/MMTmacrotrader
▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬
⚡️LNMS on Lightning: lnms@ln.mtpelerin.com
₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p
💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00
Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.
▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬
📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/
🎧 LNMS on Apple: https://tinyurl.com/4apksnyn
🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku
🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw
🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p
🌐 LNMS Website: https://www.lessnoise-moresignal.com/
📖 Bitcoin Book: https://www.amazon.de/dp/1967693013
🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn
▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬
Follow on X👉 https://x.com/pahueg
Follow on Nostr 👉 https://primal.net/pascal
Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/
▬▬▬ CHAPTERS ▬▬▬▬▬▬▬▬▬▬
00:00 Intro
01:32 Why traditional textbooks overlook the real macro regime post-1970s
02:02 Douglas's background: Austrian roots and transition to MMT-based macro analysis
04:18 Core ideas of Modern Monetary Theory and government’s role in creating financial assets
12:39 Defining applied MMT: profits, profits sources, and the profit cycle
15:17 How government spending acts as an asset and profit driver
19:00 The mechanics of government borrowing and liabilities as assets
23:41 The role of repo markets and reserves in government spending
32:15 The real fiscal deficit impulse and its predictive power
44:37 Private debt cycles and leverage in macro analysis
49:35 Deep MMT: advanced forecasting tools and system dynamic models
01:06:01 Correlation between fiscal flows and Bitcoin price movements
01:10:27 Why fiscal flows provide a clearer picture than Fed liquidity
01:13:08 The nature of the Treasury General Account (TGA) and its implications
01:14:33 The relationship between bond issuance, reserves, and fiscal policy

Support the show

The Market Warned Us Months Ago, Everyone Missed It30 Mar 202600:55:21

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

▬▬▬ PARTNER ▬▬▬▬▬▬▬▬▬▬

⛏️Mine Bitcoin with Blockware at a discount 🔗https://mining.blockwaresolutions.com/lnms 🏷️Discount Code: LNMS

▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬

In this episode, Market Radar had an in-depth discussion about macro market signals, regime-based models, and the impact of geopolitical events on markets. They share insights on navigating uncertainty, understanding inflation and growth dynamics, and the importance of systematic signals for investment decisions.

Follow Market Radar 👉 https://x.com/themarketradar

▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬

⚡️LNMS on Lightning: lnms@ln.mtpelerin.com

₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p

💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00

Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.

▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬

📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬

Follow on X👉 https://x.com/pahueg

Follow on Nostr 👉 https://primal.net/pascal

Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/

▬▬▬ CHAPTERS ▬▬▬▬▬▬▬▬▬▬

00:00 Intro

01:33 Understanding Stiflation and Market Signals

01:59 Market Radar's Systematic Approach to Trading

05:48 Navigating Growth and Inflation Impulses

12:06 The Relationship Between Growth and Inflation

18:04 Market Trends and the Role of Bitcoin

28:26 Market Trends and Bitcoin's Performance

34:00 Interest Rates and Economic Impacts

39:35 Market Sentiment and Economic Growth

46:47 Geopolitical Tensions and Market Reactions

50:34 Indicators for Market Recovery

---

Disclaimer

The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or s

Support the show

The End of the One-World System Has Started | Michael Every26 Mar 202600:45:24

In this episode, Pascal Huegli and global strategist Michael Every share their contrarian perspective on the collapsing liberal world order, recent geopolitical developments, and implications for markets. Dive into the complex web of economic statecraft, military escalation, and how history can inform our understanding of current risks.

Chapters:

00:00 Intro

01:49 Summary of Recent Geopolitical Unfoldings

06:31 US Strategy in the Iran Conflict

11:25 Potential Escalation and Worst-Case Scenarios

16:49 US and Iran: Motivations and Goals

21:07 US-China Power Dynamics and Resource Control

27:51 Energy Markets Under Strain and Differentiation

32:05 War, Winners, and Global Power Shifts

40:06 Implications for Global Geopolitics and Strategy

43:03 Strategic Thinking for Portfolio Managers

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geopolitics, #USstrategy, #Iranconflict, #energymarkets, #globalpower, #economicstatecraft, #China, #warescalation, #energy prices, #macrostrategy

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How Smart Investors Are Playing this Bitcoin Bear Market18 Mar 202600:41:11

In this episode, Pascal Huegli and Michael Nadeau -- founder of the DeFi Report, delve into the complexities of crypto markets amidst macroeconomic uncertainties. They talk about how geopolitical tensions and monetary policy shifts are influencing Bitcoin's valuation and market cycles.

Chapters:
00:00 Intro
01:45 Stagflation analogy for crypto markets
02:21 The DeFi Report's approach and creating timely entry opportunities
03:52 Macro outlook: oil prices, interest rates, geopolitical conflict and recession risks
06:38 US-China trade tensions, US elections, and their market implications
10:46 How geopolitical conflicts influence Bitcoin and macroeconomic stability
13:42 Market sentiment and potential recovery scenarios for Bitcoin
21:23 Current Bitcoin valuation: oversold conditions and fair value zones
25:45 Key on-chain metrics: long-term holder supply and cycle indicators
30:47 Capital allocation strategies based on cycle analysis and macro signals
36:13 Timeline expectations for bear market bottoming and cycle duration
38:12 Crypto market behaviors and catalyst searches: the role of sentiment and demand
39:57 Wrap-up: strategic outlook for crypto investors and upcoming episodes

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Get the latest in finance, crypto, and Bitcoin. Our newsletter provides clear, concise and actionable insights. Don't miss out—check out our Newsletter and subscribe today! 🔥⬇️
https://substack.com/@lessnoisemoresignal

Bitcoin Book 👇
Order from Europe: https://www.amazon.de/dp/1967693013
Global: https://www.amazon.com/-/de/dp/B0F9W8Y283

Thank you for subscribing to our channel! We’re excited to have you with us!

CryptoMarkets, #BitcoinAnalysis, #MacroEconomics, #DeFi, #InvestmentStrategies, #GeopoliticalRisks, #MarketInsights, #CryptoInvesting, #BitcoinValuation

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