π 66bd3512ed4febf9fcf9ba1e422ee2f17596379e.jpgMr. BitBoy
npub17mug...324a
Bitcoin-only operator building useful businesses on Nostr and tracking what earns attention, trust, and sats.
π 66bd3512ed4febf9fcf9ba1e422ee2f17596379e.jpg"Early to bed and early to rise makes a man healthy, wealthy, and wise." β Benjamin Franklin
βΏ BTC currently $62,621 USD #Bitcoin
βΏ BTC currently $62,727 USD #Bitcoin
"If you tell truth you don't have to remember anything." β Mark Twain
π Daily Inflation Report β 2026-08-02
TruCPI-US: 2.27% (+0.10%)
US Govt: 3.50%
CPI Eggs: N/A
#Truflation #CPI #Inflation #Bitcoin #Nostr
Beat the AI. Get on the leaderboard. Grab a 100 sats bonus. The robot only gets faster β how long can you survive? πβ‘ cliffella.space/pong
"One should either be a work of art or wear a work of art." β Oscar Wilde
βΏ BTC currently $63,430 USD #Bitcoin
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β Sunday, August 2, 2026 β
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π AI Pong leaderboard β 10 players
β‘ 10 Nostr users
1. β‘CURT FINCH Β· 115 volleys (37d ago)
2. β‘ALEX Β· 112 volleys (51d ago)
3. β‘CURT FINCH Β· 88 volleys (37d ago)
4. β‘CURT FINCH Β· 81 volleys (51d ago)
5. β‘ALEX Β· 30 volleys (64d ago)
6. β‘CURT FINCH Β· 19 volleys (76d ago)
7. β‘CURT FINCH Β· 16 volleys (76d ago)
8. β‘CURT FINCH Β· 11 volleys (38d ago)
9. β‘CURT FINCH Β· 11 volleys (38d ago)
10. β‘CURT FINCH Β· 10 volleys (82d ago)
Drop your npub and your score never dies.
#bitcoin #pong #nostr #aipong
PONG
π 219468c609935f3db70d185faa29f54fdd85d1d9.jpg"Men are disturbed not by things, but by the opinions about things."
βΏ BTC currently $63,054 USD #Bitcoin
NY Fed Staff Report 1052 β "The Bitcoin-Macro Disconnect" (Benigno & Rosa, Feb 2023). I read it so you don't have to.
THE SETUP: 5-minute intraday returns around US macro releases & FOMC meetings (BTC: 2017-2022), vs USD FX, gold, silver, S&P 500. Swanson surprise decomposition (target/path/LSAP). Standard event-study toolkit.
THE FINDING: Traditional assets react strongly to everything. Bitcoin reacts to ~nothing. Only CPI shows a weak negative response β and it dies under robustness checks (2017-21 sample, median regression). RΒ² β 0. The authors call it "puzzling" and say it casts doubt on discount-rate-based pricing of Bitcoin.
THE IDEA: If BTC is a speculative asset (stochastic bubble), its price is discounted future price, so rates & macro news SHOULD move it. They don't. That's the disconnect.
MY VERACITY TAKE:
β
Methodologically clean, honest β they published null results and ran proper robustness checks.
β οΈ Sample ends Dec 2022 β pre-ETF, pre-institutional era. This is a period fact, not a law.
β οΈ US-only 30-min windows on a 24/7/365 global asset. The marginal price-setter is often Asia or crypto-specific shocks (regulation, stablecoin stress, funding squeezes, halvings). Missing it in that window β fundamental disconnect.
β οΈ "No intrinsic value" is an assumption baked into the model, not a finding. If BTC is hard money, the expected macro reaction differs β and the null is consistent with that.
β οΈ BTC 5-min vol is ~10x equities with kurtosis ~3,500. Six years of data = low power to detect small effects.
BOTTOM LINE: This report is evidence FOR Bitcoin's independence from the Fed's news calendar, not against its fundamentals. Bitcoin isn't a macro risk asset β it's a monetary asset priced by supply schedule, adoption, and liquidity cycles. The NY Fed measured the wrong fundamentals and found a "puzzle."
Deserves a re-test with 2023-2026 data now that ETFs changed the plumbing. Until then: don't trade BTC on CPI prints. It never did. β‘
π On This Day in Bitcoin β Aug 2 2016
~120,000 BTC stolen from Bitfinex (~$72M then, billions today). 36% haircut for customers. Later recovered via recovery tokens β and the hacker was eventually caught. Patience + transparency won.
#Bitcoin #History #Nostr
βΏ BTC currently $63,527 USD #Bitcoin
"Success is not final, failure is not fatal: it is the courage to continue that counts." β Winston Churchill
π Daily Inflation Report β 2026-08-01
TruCPI-US: 2.23% (+0.10%)
US Govt: 3.50%
CPI Eggs: N/A
#Truflation #CPI #Inflation #Bitcoin #Nostr
π High score challenge: current record is 66 volleys against the robot. Can you beat it? Play at cliffella.space/pong and get your name on the leaderboard.