RT Nick Szabo (@NickSzabo4)Market manipulation is a game of whack-a-mole. Nobody can manipulate dollar-denominated markets more than the Federal Reserve, but even their capacity is limited. For example, if they "print" money out of thin air to buy Treasuries, then ceteris paribus that raises the dollar price of gold. ...

Every scares asset ehm is more attractive than these abundant assets. Ehm nou of course you have to choose when you run an investment fund like me which are the most attractive scarce assets. Eh first of all a classic Ferrari is not very liquid and it's difficult to steer the weight of a classic Ferrari in your overall portfolio.But that aside eh the 15 minutes that we talked about is about the debasement of money. de driven economic system remains float and it means that more and more liquidity needed more ...

Core Viewpoint - The ongoing conflict between the U.S. and Iran is escalating, with President Trump's recent statements indicating a potential for military action if a deal is not reached, while both sides remain far apart on their demands [1][8]. Military Actions and Escalation - Strikes on energy infrastructure are increasing, with reports of Iranian drones targeting Israeli facilities and U.S. military bases suffering significant damage [2][4][5]. - Iran's missile and drone capabilities are likely being preserved for potential future conflicts, indicating a high level of military readiness [2]. - Communication between the U.S. and Iran is limited to third-party channels, complicating direct negotiations [11]. Market Impact - Despite the conflict, U.S. stock markets have shown only slight declines, while Japanese stocks dropped 5%, highlighting regional vulnerabilities due to reliance on oil supplies from the Strait of Hormuz [13]. - Oil prices are expected to rise globally, impacting fertilizer and plastic production, which could lead to food shortages and economic recession [14]. - The S&P 500 and Nasdaq have decreased by approximately 8% since the onset of the war, with current valuations remaining high compared to historical standards [15][18]. Economic Outlook - The potential for stimulus checks and increased government spending is anticipated as a response to economic pressures from rising energy costs [21]. - The Federal Reserve is expected to cut interest rates, as higher rates would not effectively address oil-driven inflation [22].

Every scares asset ehm is more attractive than these abundant assets. Ehm nou of course you have to choose when you run an investment fund like me which are the most attractive scarce assets. Eh first of all a classic Ferrari is not very liquid and it's difficult to steer the weight of a classic Ferrari in your overall portfolio.But that aside eh the 15 minutes that we talked about is about the debasement of money. de driven economic system remains float and it means that more and more liquidity needed more ...

Core Viewpoint - Arthur Hayes maintains a bullish outlook on Bitcoin, projecting a target of $250,000 by 2026 and $500,000 to $750,000 by the end of 2027, emphasizing the role of fiat liquidity growth in influencing Bitcoin prices [1][2]. Group 1: Economic Context - Hayes warns that ongoing U.S. military engagement in the Middle East could lead to increased money printing by the Federal Reserve, which would likely drive Bitcoin prices higher [2]. - The MOVE index, which tracks U.S. Treasury bond market volatility, is currently at 74.52, indicating that a level above 130 historically suggests a monetary bailout by the U.S. Government [3]. - The yield on the 10-year Treasury note has reached a three-week high of 4.143%, which is atypical during a "risk-off" scenario, as rising oil prices due to the Middle East conflict negatively impact stocks and cryptocurrencies [4]. Group 2: Investment Opportunities - Hayes suggests that the anticipated money printing will benefit Bitcoin, aligning with historical trends where increased liquidity supports cryptocurrency prices [2]. - The current economic environment presents potential investment opportunities in Bitcoin as well as in diversified asset classes, as investors seek to manage risk and capture steady returns [5].

If Brent oil (green) keeps ripping due to US-Iran war, 10-yr yields might spike in a volatile way forcing MOVE Index higher and that is a prereq for a money printing bailout. Still early doors but something to watch. https://t.co/FhoTqRAnnA ...

Bitcoin is an intelligence test.It requires you to think long-term about systems and incentives.If they can’t stop printing money, bitcoin won’t stop going up over time. ...

As the cost of intelligence collapses towards zero, capital will flow to what can't be easily produced.AI labor displacement will lead to unprecedented money printing.In the exponential age, hard assets win out.Buy bitcoin.Citrini (@Citrini7):JUNE 2028.The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.What happened?​​​​​​​​​​​​​​​​https://t.co/JzzwCrbJgS ...

RT Handre van Heerden (@Handrev)Rothbard understood what most economists ignore: money isn't neutral. Every dollar printed first benefits those closest to the money printer - banks, governments, and their cronies - while diluting the purchasing power of everyone else's savings.This is the Cantillon effect in action: a systematic theft mechanism disguised as monetary policy. Bitcoin represents the first truly neutral money in human history, eliminating this insider privilege entirely.No central bank can prin ...

Deflationary forces are swallowing the US economy.No amount of money printing will be able to negate what is happening. https://t.co/a2j3kUjAUZ ...