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Dr. Jeff
DrJeff@primal.net
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I'm mostly on Substack these days, writing Dr. Jeff's Macro Chartbook... come find me there! https://jeffross191961.substack.com - Macro - Charts - Geopolitics - Random musings - Sometimes funny - Occasional doom and gloom - Fund management insights - Never individual investment advice ** Nothing to do with Vailshire Capital Management, LLC or Vailshire Partners, LP hedge fund **
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DrJeff 0 years ago
ELIMINATE ALL CAPITAL GAINS TAXES WHEN USING BITCOIN TO PURCHASE ANY AMOUNT OF GOODS AND SERVICES. THIS SHOULD BE PRIORITY #1, SINCE BITCOIN IS INTERNATIONAL ENERGY MONEY.
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DrJeff 0 years ago
It's been awhile... So here are more magical lines drawn on a chart... 👀 I drew this potential reverse head-and-shoulders pattern back in late May and have been watching the price action with much interest. OPINION #1: If the bitcoin price retests the $111k-112k region in the coming days/weeks, then buckle up for some serious upside price action. OPINION #2: $140k-160k would be a reasonable (and relatively quick) price target. OPINION #3: Don't take any of this stuff too seriously. Just stack sats and chill. 😎 -------- Regardless of the outcome--and whether or not the current business cycle extends into 1H 2026, which is interesting to consider--I wish each of you well. Onward and upward. image
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DrJeff 1 year ago
My next post will be like waiting for Godot.
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DrJeff 1 year ago
Forget the nonsensical garbage that is the "Food Pyramid" Here's the Simple Food Stack for optimal health (for the majority of humans): 1. Meat (preferably red meat) 2. Eggs 3. Butter 4. Salt 5. Water
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DrJeff 1 year ago
#AI and robotics are coming fast... faster than most are ready for or, frankly, even remotely considering. Teach your kids (and their teachers) not to compete with or ignore #AI. Rather, it is critical for future generations to quickly learn to collaborate with #AI and (importantly) focus on what makes us distinctly human. Think creativity, empathy, compassion, and human touch for starters. The world will look very different in 2035 than it does today. Buckle up.
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DrJeff 1 year ago
The Supplementary Leverage Ratio (SLR) is generally a yawner and non-starter for most normie discussions... even the financially-minded. But coming changes are about to rock the over-regulated status quo of major banks, which will facilitate the unleashing of nearly unlimited government borrowing and spending. And #bitcoin, as the Great Absorber of Liquidity, is poised to surge even higher over the ensuing years because of these important changes. Another great article and must-read by my friend and colleague @James Lavish
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DrJeff 1 year ago
I'm not trying to be a jerk... I just want to get to the heart of the issue. If Bitcoiners and Bitcoin companies persistently don't want to spend much (if any) of their bitcoin to help pay for large conferences--but crypto companies generally do--maybe there is a lesson to learned. What is the value-for-value proposition? I think that Bitcoiners and Bitcoin companies are probably better served by supporting new and improved Bitcoin infrastructure... as a genuine (and better) alternative to the existing fiat-based monetary and financial system. Meanwhile, since proof of stake (PoS) crypto is simply an extension of the existing PoS fiat system, it is likely best served by marketing to the largest players, politicians, and honeypots within the existing fiat system. Comments?
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DrJeff 1 year ago
Farmers: Raise cattle, not corn.
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DrJeff 1 year ago
You can just keep your thoughts to yourself and not post things.
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DrJeff 1 year ago
Key takeaways from the 2025 conference: 1. Stablecoins are the future. 2. Politicians got your back and deserve your vote. 3. Blockchain is the revolution. 4. Wall Street deserves your bitcoin and your trust. 5. Crypto is incredible technology. 6. Everything will be tokenized. 7. Bitcoin is okay. 8. Las Vegas is the perfect location for this conference… so we’re doing it again next year!
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DrJeff 1 year ago
There are times to be defensively bearish, there are times to be neutrally crabbish, and there are times to be aggressively bullish. … … 👀 … … 🐂
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DrJeff 1 year ago
The austerity dream is dead. @Lyn Alden was right (again). Nothing stops this (fiscal spending) train. 🚂 You do you, but I continue to increase my fund’s exposure to global hard assets.
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DrJeff 1 year ago
Might disappear again. See you (maybe) in late June or July at $140k to $160k or so.
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DrJeff 1 year ago
Behind the scenes: Meeting with some university executives IRL tomorrow to discuss the benefits (and necessity) of a long-term Bitcoin strategy. Wish me luck and/or pray for me.
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DrJeff 1 year ago
PSA: If you are heavily invested in US assets... including stocks, bonds and/or real estate... then you should probably take a listen to this recent interview with @Brandon Gentile The major secular trend has already started... and few are ready for the necessary shift away from over-financialized US assets and to hard assets (like bitcoin and gold) and international equites. Give it a watch/listen and let me know your thoughts below!
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DrJeff 1 year ago
Don’t just opt out. Build a better world. 🧡
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DrJeff 1 year ago
Today’s UnitedHealth Group fraud allegations only further confirm how broken, deceptive, and decrepit is the US “healthcare” system. Big insurance, big pharma, big agriculture, and the federal government collude to create a highly lucrative and patient harming network. It’s despicable and disgraceful. It cannot be saved by political means. A hard reboot to free market principles and the provider-patient relationship are desperately needed.
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DrJeff 1 year ago
Contrary to popular belief among fiat brains… Despite its forever fixed supply, there will always be enough bitcoin available for anyone who wants or needs it. The only variable is the price they will pay for each sat.
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DrJeff 1 year ago
CONFESSION: Today I came to the humorous, but accurate, realization that the only reason I spend any time on social media is that my IRL friends have little to no interest in investing, macroeconomics, and even Bitcoin. Related, the urge to unplug and permanently touch grass is incessant for me now that I am not trying to grow my business and brand.
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DrJeff 1 year ago
The world is changing rapidly. History show that during such times of transition and upheaval... - Those who are carefully observing the (sometimes exponential) changes AND are willing to adapt accordingly will be the winners in the coming Age. - Those who choose not to notice or, worse, those who--clinging to the past--simply complain about the new rules and technologies, will soon become obsolete. The choice is yours. Onward and upward.