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:

Spotify

Bitcoin’s Biggest Test May Come Around 2040

Less Noise, More Signal · Episode

Apple: https://tinyurl.com/3knz72ez Fountain: https://tinyurl.com/bdhe7c6w Rumble: https://tinyurl.com/yez39b5p

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: https://tinyurl.com/vyu9mrf2 Rumble: https://tinyurl.com/2uem5hy5

Global liquidity update: If you look closely, net liquidity just turned into contractionary/deteriorating territory. This is when you account for rates (cost of capital). In plain english then: M2 YoY less rates is below zero and trending lower over the past 30 days. This is usually bearish risk assets! Good to know that M2 and rates are not the only factor driving global liquidity. Another important factor is cross-border flows and these are currently adding a ton of liquidity through the carry trade (think lower Yen)

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...

Rumble: https://tinyurl.com/3admnyn6

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:

Spotify

The Biggest Headwind for Bitcoin Is Not Strategy

Less Noise, More Signal · Episode

Apple: https://tinyurl.com/4yhnhfcd Fountain:

Fountain: Podcasts & Music

Less Noise, More Signal • The Biggest Headwind for Bitcoin Is Not Strategy • Watch on Fountain

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

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: https://bit.ly/4vdKbYv Spotify:

Spotify

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.

Rumble: https://bit.ly/3Rzo2Wa

LNMS episode 113 with Jordan We talk about: -Why altcoins are losing their edge -Why Bitcoin and altcoins are not the same game -Why the best altcoin traders sell -Why crypto faces a “come to Jesus” moment -Why Bitcoin may have quietly broken the bear trend -Why this rally may be healthier than it looks Fountain:

Fountain: Podcasts & Music

Less Noise, More Signal • Why Altcoins Are Bleeding While Stocks Rip Higher • Watch on Fountain

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

Spotify:

Spotify

Why Altcoins Are Bleeding While Stocks Rip Higher

Less Noise, More Signal · Episode

Apple: https://tinyurl.com/2s3e2nde Rumble: https://tinyurl.com/25cbcapf

New LNMS Take: The central bank put is dying and this lift the floor of equity volatility. Here‘s how to think about is Spotify: tinyurl.com/55epyzff Apple: tinyurl.com/5n6nph3t Fountain: tinyurl.com/yc8ykf66 Rumble: tinyurl.com/yzak6uv6

We just published this update episode on our podcast: I feel like going community supported only is the way to go. It‘s suits our nature way better. Me personally, I am just not a consumer-type guy, so I don‘t use/try a lot of things that I could even choose to shill from😅 Anyways, if you are listening/watching our podcast regularly and you feel like the podcast provides any value to you, any support is much appreciated! We created this website where you‘ll find your favorite way to support, all very easy: lessnoise-moresignal.com/support Thanks to everyone who is part of the LNMS community!🙏🔥 More to come!!

LNMS episode 112 with @npub1qh5s...eh9r We talk about: -Why Bitcoin may have already bottomed while most investors are still waiting for confirmation -Why the market looks terrifying, but still refuses to break -Why the “Bitcoin to 40K” bear case may be running out of time -Why Bitcoin mining is a “horrendous business”, and why miners pivoting to AI may actually make sense -Why the new Satoshi documentary is a must watch! Fountain: tinyurl.com/ynxb48jh Spotify: tinyurl.com/mw2vbs6y Apple: tinyurl.com/3hnjwjuk Rumble: tinyurl.com/2f2fm6dy

GM everyone

LNMS episode 111 with Markus from 10xResearch We talk about: Is the Bitcoin bear market already over? Why the halving may be the wrong signal to watch Why investors are bullish, but still underpositioned Why inflation could stay higher than markets expect Why Bitcoin may be the only clean crypto trade The hidden miner risk nobody is pricing in Fountain: tinyurl.com/7u3avx7a Spotify: tinyurl.com/mpumpnuv Apple: tinyurl.com/45evff7y Rumble: tinyurl.com/mry6zzky Get a chance to win our Bitcoin book. Check out the next post on how to 🤟👇

LNMS episode 110 with @ctindale We talk about: -Why the current conflict is not about Trump or politics but industrial power struggles -How China captured the choke points of the physical economy -Why AI, defense, and energy will all run into hard material constraints -Why deglobalization is the only way out and why it will be painful, inflationary, and disorderly -How investors should think when scarcity replaces abundance Fountain: tinyurl.com/4cmdrd9x Spotify: tinyurl.com/zmr5tkcs Apple: tinyurl.com/4fnp889d Rumble: tinyurl.com/47e5f497

LNMS episode 110 with Craig Tindale We talk about: -Why the current conflict is not about Trump or politics but industrial power struggles -How China captured the choke points of the physical economy -Why AI, defense, and energy will all run into hard material constraints -Why deglobalization is the only way out and why it will be painful, inflationary, and disorderly -How investors should think when scarcity replaces abundance Fountain: tinyurl.com/4cmdrd9x Spotify: tinyurl.com/zmr5tkcs Apple: tinyurl.com/4fnp889d Rumble: tinyurl.com/47e5f497 Want to get a chance to win our Bitcoin book? 👇

Pascal Hügli

Want to win a signed Bitcoin book?

LNMS is giving away 3 signed copies to listeners who help grow our show on @Fountain 

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LNMS Episode 108 with Sonus Varghese We talk about: -Why markets are rallying -What if the Fed’s “pause” is actually a hidden easing cycle? -Why could sticky inflation be bullish for stocks and gold? -What if AI is not deflationary, but inflationary first? -Why the classic 60/40 portfolio may no longer be enough! Spotify: tinyurl.com/bpahfh8b Apple: tinyurl.com/ywnbf8vb Fountain: tinyurl.com/y6kxstd2 Rumble: tinyurl.com/2s3myx26

The dollar might be the chart nobody in crypto wants to talk about. If DXY holds its 200 day moving average, that would be bullish for the dollar and bearish for risk assets. Full argument in the article:

BTC at Decision Time: And what we decided

BTC at $80k looks tempting, but the bigger picture still argues for caution. Macro may be giving risk some short term breathing room, but key BTC l...