Latest LNMS episode with Xiaoyin Qu We talk about: -How Chinese models are catching up this fast -How AI is becoming a new front in the US-China geopolitical and geoeconomic fight -Who will win this race? -What happens when intelligence becomes almost free? -Why companies will scale with agents instead of employees -How AI could massively increase income inequality 🎧Spotify:

Spotify

China’s AI Models Are 100x Cheaper. Now They’re Getting Good.

Less Noise, More Signal · Episode

🎧Apple: https://tinyurl.com/4m4ewh43 🎧Fountain:

Fountain: Podcasts & Music

Less Noise, More Signal • China’s AI Models Are 100x Cheaper. Now They’re Getting Good. • Watch on Fountain

MEMBERSHIPS Become a premium member on YouTube and Spotify for early access and bonus content. Join now! DISCUSSION 💬Join the discussion on Te...

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Our latest LNMS episode with Matt Crosby from @Bitcoin Magazine Pro We talk about: -Why right now is a critical time in Bitcoin -Why “long-term holders” are not necessarily the smart money everyone thinks they are How Bitcoin ETF investors keep buying near the highs -What investors who historically bought Bitcoin bottoms are doing right now 🎧Spotify:

Spotify

Why Waiting for $50K Bitcoin Could Be a Mistake

Less Noise, More Signal · Episode

🎧Apple: https://tinyurl.com/bdjd6hxj 🎧Fountain:

Fountain: Podcasts & Music

Less Noise, More Signal • Why Waiting for $50K Bitcoin Could Be a Mistake • Watch on Fountain

MEMBERSHIPS Become a premium member on YouTube and Spotify for early access and bonus content. Join now! DISCUSSION 💬Join the discussi...

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New LNMS & TBL collab Together with Johan Bergmann from the @npub1qw6e...2v52 , I‘ll be sitting down on a regular basis and discuss the latest topics in Bitcoin. This time around we discussed: -The wide implications of the Coldcard exploit -The AI to Bitcoin rotation and whether it is underway -Why bad news no longer pushing down the BTC price is actually bullish 🎧Spotify:

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Here’s Why Bad News No Longer Tanks Bitcoin

Less Noise, More Signal · Episode

🎧Apple: https://tinyurl.com/49brenzb 🎧Fountain:

Fountain: Podcasts & Music

Less Noise, More Signal • Here’s Why Bad News No Longer Tanks Bitcoin • Watch on Fountain

TBL & LNMS Collaboration In this episode, Pascal and Johan discuss recent Bitcoin market developments, the impact of hardware wallet exploits, a...

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It's about time we to turn bullish on BTC Macro: -AI supercycle ✅ -Fiscal Flows ✅ -Short-term liquidity impulse✅ Bitcoin-specific: -TA long-term trend ✅ -On-Chain Profit Taking Exhaustion✅ -25% of Realized Cap in Bottoming Zone✅ -Top-buyers have sold ✅ -6m to 1y top cohort in loss realization ✅ Check out our analysis Honorable mentions @TheBitcoinLayer @MMTmacrotrader @crossbordercap @JohanMBergman @_Checkmatey_ @OnChainMind @JustDeauIt Comment "Slide Deck" to get the slides. 🎧Spotify: tinyurl.com/5n8r96s2 🎧Apple: tinyurl.com/4nebs9vm 🎧Fountain: tinyurl.com/54whuwtd 🎧Rumble: tinyurl.com/yefubf28

If you ask me, my latest LNMS episode with @Matthew Mezinskis provided a lot of signal. Matthew brings a unique perspective, challenged Bitcoiner narratives and is very data-driven. A must listen! 🎧 Youtube: youtu.be/W44cPkB8gBw 🎧 Spotify: tinyurl.com/48ebf7yn 🎧 Apple: tinyurl.com/3knz72ez 🎧 Fountain: tinyurl.com/bdhe7c6w 🎧 Rumble: tinyurl.com/yez39b5p

Latest LNMS episode with @Matthew Mezinskis -Why Bitcoin’s returns may keep falling over time -Why Michael Saylor’s 21% growth thesis may not hold -What happens when stocks start outperforming Bitcoin -Why the real Bitcoin test may come around 2040 -Whether Bitcoin disciplines fiat, or fiat reshapes Bitcoin -Why today’s BTC price may still be a historic opportunity Spotify:

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Bitcoin’s Biggest Test May Come Around 2040

Less Noise, More Signal · Episode

Apple: https://tinyurl.com/3knz72ez Fountain:

Fountain: Podcasts & Music

Less Noise, More Signal • Bitcoin’s Biggest Test May Come Around 2040 • Watch on Fountain

MEMBERSHIPS Become a premium member on YouTube and Spotify for early access and bonus content. Join now! DISCUSSION 💬Join the discussion on Te...

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New LNMS article on my conversation with @freecritter from @ZEUS

This is the Yield Bitcoiners Have Been Waiting For

Bitcoin may no longer be just digital gold. Lightning can turn it into productive capital that earns native yield without giving up custody or taki...

You‘ll learn: 🔶Why Bitcoin may no longer fit into a single asset category 🔶How Lightning can generate native Bitcoin yield 🔶Why this yield does not depend on leverage or token incentives 🔶How investors can retain custody while outsourcing operations 🔶The risks institutions need to understand 🔶How to deploy BTC to earn a native yield today! Read more now!

Latest LNMS with Chris Ritter from @ZEUS We talk about: -Why does Bitcoin yield usually mean giving up your keys? -What if Lightning finally breaks that trade-off? -How can you earn a Bitcoin yield without wrapping or rehypothecation? -Why Lightning is more than just a payments network? -What makes native Bitcoin yield different from DeFi, lending, or digital credit? -How does Lightning turn Bitcoin from passive savings into productive capital? Spotify:

Spotify

The Bitcoin Yield Most People Still Don’t Understand

Less Noise, More Signal · Episode

Apple: https://tinyurl.com/ys6zz5e3 Fountain:

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Fountain: Podcasts & Music

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Latest LNMS episode with Charles Edwards! We talk about: -Why Bitcoin may be cheap, but the price chart is not clean yet. -Why the four-year cycle may not be enough this time. -How Strategy is similiar to TerraLuna! -Why the biggest Bitcoin trade right now might be happening outside Bitcoin -When to turn bullish again! Spotify: tinyurl.com/4jucj4xk Apple: tinyurl.com/bdet3b26 Fountain: tinyurl.com/5dpy826p Rumble: tinyurl.com/25se9v6h

New LNMS Insights Take: -Governments may be printing money without calling it QE. -The real liquidity engine is no longer the Fed. It’s short-term debt -How Japan is shifting duration to the front-end and making rising long-end yields less of a worry -What this all means for investors Spotify:

Spotify

LNMS Insights: Sovereign Debt Is Changing. Investors Must Watch This

Less Noise, More Signal · Episode

Apple: https://tinyurl.com/376njttw Fountain:

Fountain: Podcasts & Music

Less Noise, More Signal • Sovereign Debt Is Changing. Investors Must Watch This • Watch on Fountain

DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk CLIP Governments are increasingly funding themselves through s...

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Latest LNMS episode with Jamie Coutts. We talk about: -Why Bitcoin’s liquidity model is breaking in real time -Why AI is sucking capital out of crypto -Why 58K is the line Bitcoin cannot lose -What happens if we break this support -Why the IPO panic is a distraction from the real threat Why Treasury refinancing is the next thing to think about as an investor Spotify:

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The Biggest Headwind for Bitcoin Is Not Strategy

Less Noise, More Signal · Episode

Apple: https://tinyurl.com/4yhnhfcd Fountain: https://tinyurl.com/5a45bxzk Rumble: https://tinyurl.com/murwf8yd

Everyone is worried about Bitcoin! Is Bitcoin loosing its grip and narrative? And what to anchor to in bearm market times like these? Here‘s why we Bitcoin. Bitcoin will be the next base layer money and it will be better than the previous ones. Here‘s why: Let me know what you think

Latest LNMS episode with Joe Consorti We talk about: -Why Strategy selling Bitcoin may be bullish -Why Saylor is “inoculating” the market -Why the AI trade is stealing Bitcoin’s spotlight -Why Bitcoin may be pricing risk better than stocks -Why the four year cycle may still be alive -Why 60K is the level bulls must defend Spotify: tinyurl.com/3n54fyk9 Fountain: tinyurl.com/2saysp3e Apple: tinyurl.com/38z4kzkk Rumble: tinyurl.com/3ucxns4a

Latest LNMS episode with the amazing David Dredge We talk about: -Why “risk free” bonds became the system’s weak spot -Why every bond market panic turns into equity support -Why recessions now start when markets crash -Why governments are entering Hunger Games bond issuance -Why capital controls may start with airplane tickets Fountain:

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Less Noise, More Signal • The Hidden Fragility Inside Every Portfolio • Watch on Fountain

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

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The Hidden Fragility Inside Every Portfolio

Less Noise, More Signal · Episode

Apple:

Apple Podcasts

The Hidden Fragility Inside Every Portfolio

Podcast-Folge · Less Noise, More Signal · 28. Mai · 1 Std. 14 Min.

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