Just released my conversation with Mexican billionaire and Bitcoin bull Ricardo Salinas.
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We cover:
-His new book The Bitcoin Enlightenment
-His relationship with Michael Saylor and the mutual respect they have for each other
-Why he does NOT follow Strategy‘s playbook with his firms
-If Bitcoin advocacy has hurt his business
-What defines a great entrepreneur
-Why money isn’t everything
-And more
npub1qhx7...04l8
npub1qhx7...04l8
Hot new episode off the printer, with @_Checkɱate 🔑⚡🌋☢️🛢️
We discuss:
-How he was able to predict Bitcoin’s ATH breakout
-How to approach the current price discovery phase
-Early signals that already foreshadow the future bear market
-Key Bitcoin price levels to watch—and how to plan ones investment strategy
This is my conversation with Ben Kizemchuk — and it was truly eye-opening. Some discussions feel like a full-on software update for your brain. This was one of them.
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We covered:
-The 4Fs framework for making sense of today’s world
-Why we’re entering a new era where traditional investment models and metrics break down
-How to think about MMT, post-scarcity economics, recursive capital, and AI
-And much more
Enjoy
Thank you @MartyBent for a great chat on @TFTC
As #Bitcoin has blown past $120k, our good old friend John Maynard Keynes is reporting from the belly of the beast!
I can hear you guys shouting: "One of us, one of us!"
Order the Bitcoin Enlightenment now:
Amazon
The Bitcoin Enlightenment: Ending The Fiat Dark Age - Kindle edition by Salinas, Ricardo B., Hügli, Pascal, Jungen, Daniel, Ammous, Saifedean. Dow...
Great discussion I had with Gabriel. Although we recorded pre OBBBA passing, the episode is still very enlightening.
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We talk about:
-What exactly are extraordinary measures?
-Why following Treasury actions is key for investors
-How exactly will the TGA be replenished going forward?
-Does bitcoin really trade based on liquidity?
Remember that legendary 1984 clip where Friedrich August von Hayek basically predicted #Bitcoin?
We tracked down his modern-day counterpart for his take on what’s happening now.
Here’s what he had to say👇
And don't for get your copy now:
#Seperationofmoneyandstate
Amazon
The Bitcoin Enlightenment: Ending The Fiat Dark Age - Kindle edition by Salinas, Ricardo B., Hügli, Pascal, Jungen, Daniel, Ammous, Saifedean. Dow...
Hey Bitcoiners!
This is what the great @Max Keiser, sr. bitcoin advisor to Pres. Bukele 🧢 / @maxkeiser has to say about our new book 𝘵𝘩𝘦 𝘉𝘪𝘵𝘤𝘰𝘪𝘯 𝘌𝘯𝘭𝘪𝘨𝘩𝘵𝘦𝘯𝘮𝘦𝘯𝘵.
Thank you Max. Ricardo Salinas, @Saifedean Ammous, Daniel and me, very much appreciate your precious words!
Hope to see you in El Salvador soon and gift a copy of your book to @npub1n6yc...a474
Get your copy now: amazon.com/dp/B0F9W8Y283


Ever wondered what Martin Luther has to say on #Bitcoin?
Check out his message to the populace of today!
And check out the Bitcoin Enlightenment: amazon.com/dp/B0F9W8Y283
This is my convo with Will Clemente
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We talk about:
-Why the US is in full ponzi mode
-When will Musk return to Bitcoin
-Why pay attention to the alts market right now
-What crypto equities to look at
-What the life as a Crypto KOL is REALLY like
It‘s good to see you back in full force Will🔥
Here's my most recent discussion with @Lyn Alden
We talk about:
-The core raison d'etre of central banks
-How fiat technology improved money
-How fiat technology actually enables war making
-Can Bitcoin really curtail government deficit spending (and war financing)?
-Treasury buybacks are NO money printing, but why they matter anyway
-Is MMT and CBDCs fiat’s endgame?
This was an amazing chat with Jordi Visser, a macro brain that is all over the two most important topics of today: AI and Bitcoin.
We talk about how the two relate, how AI is challenging macro assumptions and how exactly you should be using AI yourself.
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This is my conversation with Eric Weiss on how he orange-pilled Michael Saylor.
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This was fun discussion about Bitcoin, billionaire and HNWIs.
And yes, as irony would have it, Eric suddenly receive a call from @Michael Saylor
Excellent new episode with Sean Bill from @Blockstream
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We discuss:
-How Bitcoin can help address public pensions' unfunded liability problem
-Why Bitcoin is fundamentally different from tech stocks — backed by compelling data
-Smart allocation and rebalancing strategies for money managers
-Why self-sovereignty matters when it comes to holding Bitcoin
-Different Bitcoin investment strategies — from yield and income to alpha generation
@Adam Back thanks for amplifying! 🤝
Bitcoin about to put in a double top?
Since its all-time high of $111k, Bitcoin has corrected about 6% to $105k. After hovering at this level for several days, some investors are now concerned we could be seeing the formation of another double top, similar to 2021. Frankly, I expected Bitcoin to push higher after breaking its all-time high in May. The reason it hasn’t is mainly because the demand side looks weak.
For one, ETF inflows have stalled, even turning negative by nearly $1 billion in late May and early June. Strategy also appears to be struggling to attract fresh capital, having purchased only 705 BTC on June 2.
On-chain dynamics show that coins held for 3 to 5 years — amounts comparable to local tops in March and November 2024 — are being sold into the market. The inability to absorb these coins at all-time-high prices suggests demand is fading.
From a sentiment perspective, last week’s Bitcoin conference felt like a potential top signal; watching the livestream gave me the impression that the enthusiasm from Bitcoin Treasury companies might be at a peak level.
The upcoming Circle IPO is another example: targeting a fully diluted valuation of up to $7.2 billion, the upcoming IPO is said to be oversuscribed by 25x. If this doesn’t give you late-cycle vibes, I don‘t know what will.
Finally, leverage remains elevated, as seen in futures volume, signaling that many investors are still positioned for immediate upside. Although this has eased somewhat since the all-time high, it’s still not non-negligible.
So, where do we stand? A week ago, I speculated that BTC would go to $120k fairly fast. I remain cautiously bullish in the short term, particularly as long as we hold above the short-term holder cost basis at $97k. Should we fall below that level, market psychology could take a real hit and things would have to be seriously assessed.
To stay above it, we’ll need to see fresh demand step in. If we dip lower in the coming days, I’d expect the first meaningful demand and support zone to appear around $99k.
Thoughts?