"As the Fed balance sheet moves from gradually contracting to expanding, and as the Fed brings down rates a bit in an environment that continues to have loose fiscal policy in the US and elsewhere, I expect bitcoin will catch a bid for its next leg higher." - nostr:nprofile1qy2hwumn8ghj7mn0wd68ytndv9kxjm3wdahxcqg5waehxw309ahx7um5wfekzarkvyhxuet5qqsw4v882mfjhq9u63j08kzyhqzqxqc8tgf740p4nxnk9jdv02u37ncdhu7e3 (from latest newsletter)
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another banger quote "the biggest bubble is up at the sovereign level: the federal debts and deficits. And that’s a bubble that ends in fire (debasement and inflation), not ice (defaults)."