PODCAST · business
Less Noise, More Signal
by Pascal
Welcome to Less Noise, More Signal. In a world saturated with news, hype, and endless chatter, finding clarity can seem like searching for a needle in a haystack. I’ve taken on this challenge and made it my mission to cut through the noise by amplifying the signal. Who am I? I’m Pascal Hügli. With a background in political philosophy, a career in investment management, and a deep expertise in Bitcoin and digital assets, I’m here to explore the ideas and connections that others do not bother to see. It’s not just about finding the right answers; it’s about asking the right questions. In each episode, I interview the most insightful thinkers in their respective fields. Every guest contributes a vital piece to the puzzle, helping us form a clearer picture of the forces shaping our world of macro, finance, and money. Listen in as my guests and I tilt the balance from noise to signal, one podcast episode at a time. Ready to elevate your understanding? Let’s
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134
How a Macro Trader Actually Reads Markets
▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬ In this episode, Alfie Kerswell shares his first principles approach to macro trading, focusing on growth, inflation, liquidity, and cross-asset correlations. Discover how to analyze market drivers and identify mispricings to gain an edge in trading. Follow Alfie Kerswell 👉 https://x.com/_alfiekerswell ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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 01:40 Understanding Market Dynamics: Growth, Inflation, and Liquidity 04:28 Building a Framework: First Principles in Market Analysis 09:00 Data-Driven Insights: Assessing Growth and Inflation 14:46 Liquidity's Role: Connecting Economic Data to Asset Markets 19:51 Navigating Real Rates: The Key to Understanding Liquidity 21:54 FX Markets: The Complexity of Currency Dynamics 23:49 Currency Dynamics and Equity Markets 28:57 Daily Market Analysis and Cross-Asset Correlations 35:22 Identifying Marginal Drivers of Asset Prices 43:39 Finding Alpha in Mispriced Assets --- 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.
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133
Bitcoin Is Down While Liquidity Is Up. Here’s Why
▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ https://youtu.be/tv21KUUqZDs ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ Jamie Coutts explains why Bitcoin’s relationship with global liquidity has changed this cycle. AI is now competing for the marginal dollar, while Bitcoin remains in a strong bear trend on the weekly chart. He breaks down the RSI setup, the accumulation zone, and why lower 50Ks could become the key support area if 58K breaks. ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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
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132
Bitcoin May Be the Only Asset Pricing the Risk
▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ https://youtu.be/ipZzmV9Dchk ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ Joe Consorti explains why Bitcoin is underperforming while equities and AI names keep ripping higher. He argues capital may be crowding into the AI trade, while Bitcoin may be pricing geopolitical and inflation risk more honestly than other assets. The bigger question: is Bitcoin weak, or is it early? ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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
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131
The Biggest Headwind for Bitcoin Is Not Strategy
▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬ In this episode, Jamie Coutts shares insights on Bitcoin's current market dynamics, macroeconomic factors, and the impact of AI and liquidity trends on crypto investments. A must-listen for investors navigating the complex crypto landscape. Follow Jamie Coutts 👉 https://x.com/jamie1coutts ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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 01:56 Understanding Bitcoin's Current Market Dynamics 05:30 The Impact of AI on Bitcoin and Crypto 10:01 Corporate Influence: The Case of MicroStrategy 14:51 Technical Analysis and Market Indicators 24:59 Understanding Market Indicators and Their Implications 26:43 Analyzing Historical Price Movements and Predictions 29:40 The Evolving Market Structure and Its Impact on Bitcoin 33:28 Navigating IPO Supply and Market Liquidity 40:42 Managing Volatility and Its Effects on Liquidity 45:38 Future Outlook for Digital Assets and Bitcoin 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.
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130
Bitcoin Is Not Just Digital Gold Anymore
▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ In this video, Pascal Hügli explains why Bitcoin could become the next form of base money, why monetary systems are always built in layers, and why Bitcoin’s financialization is already underway. He also breaks down why traditional Bitcoin yield usually comes with trade offs such as custody loss, counterparty risk, leverage, or financial engineering. Now, explained by Pascal, Bitcoin plus Lightning may unlock something radically different, productive BTC yield without giving up custody or taking leverage. This points to a future where Bitcoin is not just digital gold. It may become the best productive base money for a new financial system. Check out the Zeus paper mentioned: https://zeusln.com/lightning-economics?ref=zeusln.com ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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
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129
The Strategy Bitcoin Sale Everyone Misread
▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ https://youtu.be/ipZzmV9Dchk ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ Joe Consorti breaks down why Strategy selling 32 Bitcoin is not the red flag many people think it is. He argues the sale is tiny, deliberate, and designed to prove the company can sell without blowing up. In his view, this may remove one of the biggest bear arguments against Strategy and Bitcoin. ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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
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128
Why Strategy Selling Bitcoin May Actually Be Bullish
▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬ Joe Consorti discusses Bitcoin market dynamics, institutional strategies, and macroeconomic factors influencing Bitcoin's price, including recent Bitcoin sales by MicroStrategy and market sentiment amid geopolitical tensions. Follow Joe Consorti👉 https://x.com/joeconsorti ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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 Bullish Developments for Bitcoin 02:51 MicroStrategy's Bitcoin Strategy and Market Reactions 05:58 Market Criticism and Long-Term Viability 09:04 Risks and Dividend Coverage 11:53 The Nature of MicroStrategy's Business Model 14:44 Saylor's Conservative Approach to Bitcoin 17:49 Bitcoin's Current Market Position and AI Trade Impact 22:02 Bitcoin as a Macro Asset 30:49The Impact of Geopolitical Events on Bitcoin 39:18 Navigating Inflationary Recessions and Market Volatility --- 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.
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127
Why there are no Real Buyers Left in the Bond Market
▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ https://youtu.be/ZuZcegpnOZ4 ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ David Dredge explains why the bond market problem is global, not just American. Governments now compete for buyers, resources, industrial capacity, and financial survival. His key question cuts through the noise: who is going to buy the bonds? ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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
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126
The Formula One Rule for Building Wealth
▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ ….(always add link to relevant full episode) ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ David Dredge explains why investors should stop pretending they can forecast the future. Instead, portfolios should be built around convexity, asymmetry, and survival through uncertainty. His Formula One analogy makes the point simple: the fastest driver is the one with the best brakes. ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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
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125
The Hidden Fragility Inside Every Portfolio
▬▬▬ 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: [email protected] ₿ 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.
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124
How to Know A Rally Is Actually Spot Driven
▬▬▬ 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: [email protected] ₿ 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
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123
Why the Altcoin Game Has Changed Forever
▬▬▬ 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: [email protected] ₿ 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
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122
Why Altcoins Are Bleeding While Stocks Rip Higher
▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬ In this episode, crypto analyst Jordan discusses the current state of the crypto market, focusing on Bitcoin, altcoins, market regimes, and the evolving role of crypto assets in the broader financial landscape. He shares insights on market metrics, risk appetite, and the future outlook for crypto investments. Follow Jordan Permabull 👉 https://x.com/permabullnino ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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 01:56 The Performance of Bitcoin vs. Altcoins 09:50 The Changing Landscape of Altcoins 19:56 The Role of Meme Coins in Crypto Volatility 22:19 The Volatility of Meme Coins 30:15 Current State of Crypto and Bitcoin Predictions 36:59 Understanding ROI Delta and Market Dynamics --- 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.
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121
When Do Bitcoin Bears Lose? James Check Explains
▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ https://youtu.be/40ocm9fURVk ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ James Check lays out the three Bitcoin levels that matter most now: 78K, 83 to 85K, and 95K. He explains why each level changes the probability of the bear case surviving. The bigger lesson is simple: long term investors usually get paid for buying fear, not excitement. ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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
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120
The Central Bank Put Is Dying, Here’s What Breaks Next
▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ Crypto is no longer the obvious volatility trade it once was. In this episode, we break down why Bitcoin and broader crypto are lagging equities, why the post 2020 volatility regime is still alive, and why the old central bank put is weaker than investors think. The key shift is simple: risk is no longer being absorbed by policymakers in the same way, which means markets need to price uncertainty more directly. For crypto investors, that makes selectivity more important than ever, especially as equities become a much stronger competitor for risk capital. ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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
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119
Major Podcast Update
▬▬▬ Support Page ▬▬▬▬▬▬▬▬▬▬ Use your favorite option from this website to support: https://www.lessnoise-moresignal.com/support ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ Most recent LNMS podcast update ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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
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118
James Check: The Bitcoin Bear Case Dies Above This Level
▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬ In this in-depth interview, Bitcoin analyst James Check discusses market dynamics, Bitcoin's recent performance, macroeconomic influences, and on-chain metrics. Gain insights into technical levels, investor behavior, and the future outlook for Bitcoin amidst global uncertainties. Follow James Check 👉 https://x.com/_Checkmatey_ ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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 02:01 Market Dynamics and Predictions 02:46 The Role of Oil and Economic Indicators 05:40 Volatility in Major Markets 08:37 The Psychology of Investing 11:52 Bitcoin's Current Market Position 14:44 Understanding Bitcoin's Bottom Formation 17:36 The Fundamentals Behind Bitcoin's Performance 20:31 Lines of Defense in Bitcoin's Market 28:28 Market Dynamics and Bearish Sentiment 31:12 Investment Strategies and Dollar Cost Averaging 37:23 Understanding Realized Price and Market Metrics 44:02 Mining Industry Insights and Future Challenges 48:03 The Heart of Bitcoin: Finding Satoshi Documentary 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.
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117
Why Bitcoin Could Bottom During the World Cup
▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ https://youtu.be/g2SONU2peUU ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ This is the best self contained World Cup section because Markus from 10x Research explains the bigger idea behind the comment: Bitcoin bottoms when attention and volume are low, not when everyone is watching. He then connects that to the current market structure, weak selling pressure, gradual inflows, MicroStrategy, and why it takes little money to push Bitcoin higher. ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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
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116
Bitcoin’s Next Move Depends on One Thing Nobody Tracks
▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬ In this in-depth interview, Markus Thielen from 10X Research shares his macro and on-chain analysis of Bitcoin, market cycles, and macro risks. Discover how his regime models predict market turns, the impact of macroeconomic factors, and insights into the current crypto landscape. Follow Markus Thielen 👉 https://x.com/10xResearch ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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 Introduction to Markus Thielen and 10X Research 04:53 Current Market Assessment: Counter Rally or New Bull? 06:12 Historical Cycle Calls and Market Bottoms 08:06 Bitcoin's Supply and Demand Dynamics 09:32 Cycle Timing and the Role of Halvings 10:57 Market Indicators and Outflows 12:20 Market Resistance and Price Targets 13:17 Technical Models and Market Sentiment 16:03 On-Chain Flows and Market Bottoming 17:31 Investor Positioning and Bullish Sentiment 20:01 Macro Risks: Inflation, Oil, and Energy Markets 25:29 Inflation Models and Macro Outlook 30:29 The Impact of Spending and Inflation on Bitcoin 33:19 The Role of Narrative and Attention Cycles 34:30 Market Environment During Bottoming Periods 37:03 Institutional Buying and MicroStrategy 40:15 Market Volume and Health of the Bitcoin Network 40:59 Bitcoin Miners: Selling Pressure and Network Security 45:38 Holistic Market Analysis: Data, Technicals, and Sentiment 48:48 How to Connect with 10X Research --- 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.
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115
The AI buildout will be stopped the hard way
▬▬▬ 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: [email protected] ₿ 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
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114
The West Got Rich, But Forgot How to Defend Itself
▬▬▬ 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 ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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 02:01 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.
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113
Bitcoin, Debt Cycles, and the Fourth Turning
▬▬▬ 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. ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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
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112
Bitcoin’s Next Move Could Shock Everyone
▬▬▬ 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/ ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected]₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵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.
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111
The Fed’s Hidden Gift to Stocks and Gold
▬▬▬ 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. ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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
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110
Most Portfolios Are Not Built for This World
▬▬▬ 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: [email protected] ₿ 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
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109
Inflation Won't Go Back to 2%. Here's What Happens Next
▬▬▬ 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 ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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 01:44 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.
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108
The Fed, War, Oil, Bitcoin: What Actually Matters Now
▬▬▬ 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 ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: [email protected] ₿ 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 01:54 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.
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107
How Pros Read Bitcoin Order Books Before Breakouts
▬▬▬ 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: [email protected] ₿ 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
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106
The Hidden Market Structure Behind Bitcoin
▬▬▬ 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: [email protected] ₿ 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.
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105
The Real Edge Is Not Predicting the War
▬▬▬ 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: [email protected] ₿ 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
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104
Markets Are Still Pricing “No Problem”
▬▬▬ 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: [email protected] ₿ 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.
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103
The Hidden Market Plumbing Problem Nobody Is Talking About
▬▬▬ 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: [email protected] ₿ 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
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102
Ben Kizemchuk: This Looks Like the First Real Bear Market Rally
▬▬▬ 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: [email protected] ₿ 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.
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101
Bitcoin’s Next Big Unlock? Lightning, Yield, and AI Agents
▬▬▬ 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: [email protected] ₿ 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 Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/
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100
Lightning Is NOT Dead. Everyone’s Just Looking at the Wrong Metrics
▬▬▬ 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: [email protected] ₿ 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 01:38 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.
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99
The Macro Model You are Using is Probably Broken
▬▬▬ 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: [email protected] ₿ 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
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98
The Market Warned Us Months Ago, Everyone Missed It
▬▬▬ 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: [email protected] ₿ 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
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97
The End of the One-World System Has Started | Michael Every
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 Check out our sponsor👇 https://mining.blockwaresolutions.com/lnms Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥 Follow Michael Every👇 https://x.com/themichaelevery Follow me👇 Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 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! geopolitics, #USstrategy, #Iranconflict, #energymarkets, #globalpower, #economicstatecraft, #China, #warescalation, #energy prices, #macrostrategy Support the show
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96
How Smart Investors Are Playing this Bitcoin Bear Market
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 💡Get 20% off for top notch crypto research using: https://thedefireport.io/lnms Check out our sponsors👇 https://mining.blockwaresolutions.com/lnms Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥 Follow Michael Nadeau👇 https://x.com/justdeauit https://thedefireport.io/ Follow me👇 Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 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 Support the show
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95
This textbook indicator will tell you when Bitcoin has bottomed
In this episode, Pascal Huegli and Gabriel Selby, Head of Research at CF Benchmarks, talk about their perspective on recent Bitcoin price movements, market structure, institutional interest, and macroeconomic influences. Chapters: 00:00 Intro 01:43 Gabriel Selby's Background and Insights 02:26 Market Dynamics and Trends 05:43 October 10th Event and Bitcoin's Market Cycle 09:53 Volatility, Catalysts, and Hedge Fund Strategies 13:12 Market Imbalances and Institutional Holdings 19:33 Basis Trade and Volatility Premium 27:21 Macro Factors and Economic Outlook 38:19 Regulatory Clarity and Market Risks 41:10 Market Bottom Indicators and Conclusion Check out our sponsor👇 https://mining.blockwaresolutions.com/lnms Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥 Follow Gabriel Selby👇 https://x.com/gxselby Follow me👇 Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 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! Bitcoin #CryptoMarket #CryptoInvestment #BitcoinAnalysis #CryptoVolatility #InstitutionalInvestment #CryptoRegulation #MacroEconomics #BitcoinTrading Support the show
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94
Institutional Investor: Here’s Where I Was Wrong About Bitcoin
In this episode, Pascal Huegli and crypto expert Andre Dragosch discuss Bitcoin's recent market movements, macroeconomic factors, institutional flows, and future narratives like AI integration and quantum resistance. Gain insights into the current state of Bitcoin, market psychology, and potential future catalysts. Chapters: 00:00 Intro 01:46 Market assessment and Bitcoin's recent correction 02:00 Challenges of reaching guests in the AI era 04:36 Bitcoin's 4-year cycle and macro factors 09:05 Impact of long-term holder selling and institutional demand 12:14 Market psychology shifts and sell exhaustion 16:05 On-chain signals and bottom formation 17:59 Macro discount and macroeconomic risks 20:19 Future narratives: AI, quantum, and adoption 23:56 Institutional flows and ETF dynamics 28:50 Reflexivity of flows and performance 35:16 Quantum risk, discount, and long-term outlook 41:44 Reflation, commodities, and macro drivers 42:51 Market sentiment, US policy, and Bitcoin's resilience 50:21 US and global influence on Bitcoin 54:49 Separating noise from signal in crypto markets 58:07 Future narratives and Bitcoin's potential catalysts Check out our sponsors👇 https://mining.blockwaresolutions.com/lnms Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥 https://bitbox.swiss/lnms BitBox is the best in class hardware wallet, I personally trust and use! Get 5% off your first order with discount code LNMS🔥 Follow Andre Dragosch👇 https://www.x.com/Andre_Dragosch Follow me👇 Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 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! Bitcoin, #crypto, #macroeconomics, #institutionalinvestment, #quantumresistance, #AI, #marketcycles, #ETF, #cryptoadoption Bitcoin, crypto, macroeconomics, institutional investment, quantum resistance, AI, market cycles, ETF, crypto adoption Support the show
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93
The Real Plan Behind Trump, Iran, and Oil (with Mel Mattison)
In this conversation, Pascal Huegli and Mel Mattison discusses the complex geopolitical and economic landscape, including US-Israel-Iran conflicts, market dynamics, inflation, and the impact of AI on the economy. Gain insights into strategic US moves, market outlooks, and the future of cryptocurrencies like Bitcoin. Chapters: 00:00 Intro 01:53 Introduction: Nuanced Global Tensions and Market Outlook 02:28 US-Israel vs Iran Conflict: Recent Developments and Strategic Implications 04:42 Market Resilience Amidst Geopolitical Uncertainty 06:09 Medium to Long-Term Market Outlook and Investment Strategies 08:46 Macro View: US Foreign Policy and Energy Politics 09:40 Trump's Moves on Iran and Geopolitical Chessboard 15:17 US Domestic Politics, Midterms, and Global Strategy 21:36 US Oil Reserves, Venezuela, Iran, and Geostrategic Control 29:13 Inflation Trends, Energy Prices, and Monetary Policy 38:29 Bitcoin, Gold, and Cryptocurrency Market Dynamics 44:39 AI, Disruption, and the Future of Work 52:35 Market Risks, Opportunities, and Strategic Positioning 01:05:18 Final Thoughts: Navigating Uncertainty and Investment Tips Check out our sponsors👇 https://mining.blockwaresolutions.com/lnms Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥 Follow Mel Mattison👇 https://x.com/melmattison1 Follow me👇 Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 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! geopolitics, #USIranconflict, #marketanalysis, #inflation, #AI, #Bitcoin, #macroeconomics, #energypolitics, #USforeignpolicy, #war Support the show
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92
Do we need Bitcoin in the coming age of super abundance?
In this conversation, Pascal Huegli and Joe Burnett discuss the implications of Bitcoin in a future characterized by technological abundance and deflation. He explores the unique properties of Bitcoin as a scarce asset, the dynamics of Bitcoin treasury strategies, and the impact of AI on traditional asset valuations. The discussion also delves into the potential for Bitcoin to serve as a hedge against inflation and the evolving role of money in an increasingly abundant world. Chapters: 00:00 Intro 02:05 The Future of Abundance and Bitcoin 02:56 Bitcoin Treasury Strategies and Market Dynamics 06:04 The Role of Technology in Asset Valuation 08:54 Understanding Bitcoin's Growth Potential 11:57 The Concept of Amplified Bitcoin 14:57 Market Dynamics and Premiums in Bitcoin Treasury Companies 18:03 Speculation vs. Value in Bitcoin 21:06 The Efficient Market Hypothesis and Bitcoin 23:57 The Singularity and AI's Impact on Economics 26:50 Technology Deflation and Traditional Assets 29:42 The Scarcity of Bitcoin in an Abundant World 32:45 The Future of Money and Savings 36:03The Role of Intelligence in Economic Structures 38:48 Monetary Policy and Inflation Dynamics 41:57 The Interplay of AI and Bitcoin 45:11 Conclusion and Future Outlook Check out our sponsors👇 https://mining.blockwaresolutions.com/lnms Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥 https://bitbox.swiss/lnms BitBox is the best in class hardware wallet, I personally trust and use! Get 5% off your first order with discount code LNMS🔥 Follow Joe Burnett👇 https://x.com/IIICapital Follow me👇 Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 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! Bitcoin, #technologydeflation, #abundance, #assetvaluation, #monetarypolicy, #AI, #investmentstrategies, #Bitcointreasury, #marketdynamics, #economictheories #JoeBurnett Support the show
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91
This Is How Low Bitcoin Could Fall (Not What You Think)
In this conversation, Pascal Huegli and On-Chain Mind delve into the current state of the Bitcoin market, discussing trends, predictions, and the importance of on-chain analysis. They explore the challenges of timing the market, the significance of capitulation events, and the dynamics between long-term and short-term holders. The discussion emphasizes the use of various indicators and metrics to assess market conditions and make informed investment decisions. Overall, the conversation provides valuable insights into navigating the complexities of the crypto market. Chapters: 00:00 Intro 01:35 Market Trends and Predictions 04:58 Introduction to OnChainMind and Background 09:50 Market Timing and Trading Strategies 14:57 Capitulation Events and Market Bottoms 19:55 Indicators and Metrics for Analysis 24:57 Long-term vs Short-term Holder Dynamics 29:46 Final Thoughts and Future Outlook Check out our sponsors👇 https://mining.blockwaresolutions.com/lnms Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥 https://bitbox.swiss/lnms BitBox is the best in class hardware wallet, I personally trust and use! Get 5% off your first order with discount code LNMS🔥 Follow On-Chain Mind👇 https://x.com/onchainmind Follow me👇 Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 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! Bitcoin, #cryptomarket, #OnChainMind, #marketanalysis, #tradingstrategies, #capitulationevents, #indicators, #longtermholders, #markettrends, #investmentstrategies Support the show
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90
You’ve Been Lied To About the Bitcoin Standard
In this conversation, Pascal Huegli and Lawrence White discuss the evolution of monetary systems, comparing gold and Bitcoin as potential standards. They explore the historical context of money, the role of the state in its creation, and the implications of fiat money. White emphasizes the differences between gold and Bitcoin, particularly in terms of supply elasticity and purchasing power stability. He also addresses the risks associated with fiat money and the potential for a Bitcoin banking system to mitigate volatility. Chapters: 00:00 Intro 01:13 The Monetary Debate: Gold vs. Bitcoin 02:47 Understanding Money: Chartalism vs. Market-Based Views 05:50 The Evolution of Money: From Barter to Standardization 08:50 The Role of the State in Money Creation 11:44 Fiat Money: Characteristics and Implications 14:42 Gold Standard vs. Fiat Standard: A Comparative Analysis 17:56 The Predictability of Gold vs. Fiat Money 20:50 Inflation and Default Risks in Monetary Systems 24:05 The Future of Bitcoin: Volatility and Medium of Exchange 26:37 The Case for a Bitcoin Banking System 29:38 Conclusion: The Future of Money and Monetary Standards Check out our sponsors👇 https://mining.blockwaresolutions.com/lnms Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥 https://bitbox.swiss/lnms BitBox is the best in class hardware wallet, I personally trust and use! Get 5% off your first order with discount code LNMS🔥 Follow Lawrence White 👇 https://x.com/lawrencehwhite1 Follow me👇 Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 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! monetarytheory, #goldstandard, #Bitcoin, #fiatmoney, #inflation, #economichistory, #cryptocurrency, #freebanking, #monetarypolicy, #financialsystems Support the show
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89
AI Agents Sound Smart. Are They Actually Useful?
In this conversation, Pascal Huegli and Iva Avi discuss Moldbot, an advanced AI agent with persistent memory and various capabilities. They explore its technology, security risks, and the future of AI agents, particularly their integration with blockchain technology. The discussion emphasizes the importance of understanding the setup and security measures necessary for using AI agents effectively. Chapters: 00:00 Intro 01:04 Understanding the Technology Behind Moldbot 20:01 Security Risks and Precautions with AI Agents 29:45 The Future of AI Agents and Their Integration with Blockchain 39:40 Conclusion and Final Thoughts on AI Agents Check out our sponsors👇 https://mining.blockwaresolutions.com/lnms Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥 https://bitbox.swiss/lnms BitBox is the best in class hardware wallet, I personally trust and use! Get 5% off your first order with discount code LNMS🔥 Follow Iva Avi 👇 https://x.com/ivaavimusic Follow me👇 Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 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! Moldbot, #AIagents, #blockchain, #security, #technology, #automation, #digitalassets, #persistentmemory, #Web3, #agenticAI Support the show
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88
Where will the marginal liquidity come from in 2026? (w/ Michael Howell & Capital Flows)
In this conversation, Pascal Huegli, Michael Howell and Capital Flows discuss the current state of market liquidity, the significance of cross-border capital flows, and the impact of central banks on economic conditions. They explore Japan's economic strategies, China's monetary policy, and the future of Bitcoin in relation to liquidity dynamics. The discussion also touches on market trends, investment strategies, and the potential for a Goldilocks scenario in the economy. Chapters: 00:00 Intro 01:34 Market Liquidity and Economic Outlook 03:03 The Importance of Cross-Border Capital Flows 05:56 Understanding Risk and Capital Flow Dynamics 08:47 The Role of Central Banks in Liquidity 11:45 Japan's Economic Strategy and Currency Dynamics 14:55 China's Monetary Policy and Global Impact 18:03 The Future of Bitcoin in a Changing Market 20:56 Evaluating Market Trends and Investment Strategies 23:49 The Goldilocks Scenario: Possibilities and Risks 27:09 Final Thoughts on Market Predictions Check out our sponsors👇 https://mining.blockwaresolutions.com/lnms Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥 https://bitbox.swiss/lnms BitBox is the best in class hardware wallet, I personally trust and use! Get 5% off your first order with discount code LNMS🔥 Follow Capital Flows 👇 https://x.com/globalflows Follow Michael Howell 👇 https://x.com/crossbordercap Follow me👇 Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 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! liquidity, #capitalflows, #centralbanks, #Japan, #China, #Bitcoin, #markettrends, #investmentstrategies, #economicoutlook, #Goldilocksscenario Support the show
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87
Why your money gets debased hard in 2026 (w/ Vincent Deluard)
In this conversation, Pascal Huegli and Vincent Deluard, a director of global macro strategy at StoneX, shares their insights on the current economic landscape, particularly focusing on inflation, asset allocation, and the implications of political pressures on the Federal Reserve. Deluard argues that inflation has not disappeared and discusses the potential for fiscal measures, such as 'Trump checks', to influence the economy. He emphasizes the importance of gold and Bitcoin as protective assets against inflation and financial repression, while also critiquing the reliability of consumer price index (CPI) data. The conversation delves into the complexities of the labor market, the political dynamics affecting monetary policy, and the historical context of central bank independence. Deluard also explores the recent trends in gold and Bitcoin investments, highlighting the central banks' increasing purchases of gold as a response to geopolitical tensions and the perceived instability of the dollar. He suggests that investors should consider a diversified approach, balancing traditional assets with cryptocurrencies, while remaining cautious of the potential for inflationary pressures to resurface. The episode concludes with a discussion on the evolving nature of state capitalism in the U.S. and its implications for market positioning. Chapters: 00:00 Intro 01:04 Introduction to Inflation and Economic Outlook 06:29 The Role of Gold and Bitcoin in Inflationary Times 10:21 Central Bank Independence and Political Pressures 19:28 Government Spending and Market Dynamics 32:20 Investing Strategies in an Inflationary Environment 46:29 Global Macro Perspectives and Political Dynamics Check out our sponsors👇 https://mining.blockwaresolutions.com/lnms Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥 https://bitbox.swiss/lnms BitBox is the best in class hardware wallet, I personally trust and use! Get 5% off your first order with discount code LNMS🔥 Follow Vincent Deluard👇 https://x.com/VincentDeluard Follow me👇 Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 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! inflation, #gold, #Bitcoin, #FederalReserve, #assetallocation, #macrostrategy, #Trumpchecks, #centralbankindependence, #economiclandscape, #financialrepression Support the show
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86
The Fed will have to raise rates soon (w/ Danny Dayan)
In this conversation, Pascal Huegli and Danny Dayan discuss the current economic landscape, focusing on inflation, the Federal Reserve's policies, and geopolitical dynamics. Danny draws parallels between today's economy and the 1960s, emphasizing the complexities of the labor market and the implications of financial conditions on growth. Dayan also explores global market opportunities, particularly in China and cryptocurrency, while highlighting the importance of a systematic approach to trading. Chapters: 00:00 Intro 01:11 The Fed's Inflation Dilemma 04:39 Geopolitical Dynamics and Market Implications 12:25 The Political Economy of Market Reactions 16:04 Inflation: Causes and Consequences 20:22 Navigating Financial Conditions and Economic Growth 31:19 Labor Market Trends and Economic Parallels 49:45 Cyclical Dynamics and Market Opportunities 01:01:16 Global Market Perspectives and Crypto Insights Check out our sponsors👇 https://mining.blockwaresolutions.com/lnms Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥 https://bitbox.swiss/lnms BitBox is the best in class hardware wallet, I personally trust and use! Get 5% off your first order with discount code LNMS🔥 Follow Danny Dayan👇 https://x.com/DannyDayan5 Follow me👇 Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 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! inflation, #FederalReserve, #geopoliticaldynamics, #marketimplications, #economicgrowth, #labormarket, #cyclicaldynamics, #globalmarkets, #cryptocurrency, #investment strategies, #cryptopodcast #cryptocoach Support the show
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85
Macro is very constructive moving into 2026 (w/ Ram Ahluwalia)
In this conversation, Pascal Huegli and Ram Ahluwalia discuss the current macroeconomic landscape, describing it as a Goldilocks economy with constructive conditions for risk assets. They delve into the dynamics of Bitcoin as an attention and momentum asset, the implications of fiscal dominance, and the relationship between trade deficits and capital flows. Ahluwalia highlights opportunities in emerging markets, the impact of AI on productivity, and the potential risks associated with the AI bubble. He also addresses Bitcoin's current struggles and the promise of tokenization in transforming finance. Chapters: 00:00 Intro 00:58 The Goldilocks Economy 03:09 Bitcoin: An Attention Asset 05:55 Fiscal Dominance and Government Spending 08:50 Trade Deficits and Capital Flows 11:57 Emerging Markets: Opportunities Ahead 14:42 AI and Productivity Growth 17:42 The AI Bubble: Risks and Opportunities 21:05 Bitcoin's Current Struggles 23:49 Tokenization: The Future of Finance Check out our sponsors👇 https://mining.blockwaresolutions.com/lnms Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥 https://bitbox.swiss/lnms BitBox is the best in class hardware wallet, I personally trust and use! Get 5% off your first order with discount code LNMS🔥 Follow Ram Ahluwalia👇 https://x.com/ramahluwalia Follow me👇 Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 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! GoldilocksEconomy, #Bitcoin, #AttentionAsset, #fiscaldominance, #tradedeficits, #emergingmarkets, #AI, #productivitygrowth, #tokenization, #crypto Support the show
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ABOUT THIS SHOW
Welcome to Less Noise, More Signal. In a world saturated with news, hype, and endless chatter, finding clarity can seem like searching for a needle in a haystack. I’ve taken on this challenge and made it my mission to cut through the noise by amplifying the signal. Who am I? I’m Pascal Hügli. With a background in political philosophy, a career in investment management, and a deep expertise in Bitcoin and digital assets, I’m here to explore the ideas and connections that others do not bother to see. It’s not just about finding the right answers; it’s about asking the right questions. In each episode, I interview the most insightful thinkers in their respective fields. Every guest contributes a vital piece to the puzzle, helping us form a clearer picture of the forces shaping our world of macro, finance, and money. Listen in as my guests and I tilt the balance from noise to signal, one podcast episode at a time. Ready to elevate your understanding? Let’s
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