RT Horizon (@JoinHorizon_)NEW: Over The Horizon 🎙️Bram Kanstein (@bramk) joins me to discuss:– Why Bitcoin education still lags– Gold’s infinite supply problem– Fiat’s psychological rot and nihilism– How Bitcoin restores truth and value creation– Building a hopeful future on sound money ...

Bitcoin since its inception has been climbing a learning curve : every year more long-term savers and investors learn about its superiority as a trust-minimized and dilution-minimized store of value. Its dominant signal thus resembles the price action of hot NASDAQ companies that are also climbing learning curves. And like hot stocks, that climb invites debt-funded speculation and the resulting volatility. Other signals are real and there but tend to get buried in the by the dominant signal and the volatili ...

You can dislike me all you want, but I was here before most of your pet projects and I will be here after you die. I'm not fiat and I'm not some software to fill the pockets of VC's. I'm sound money and I don't bend the knee to anyone. ...

Central Bank Holdings - Central banks' gold holdings surpass US treasuries [1] - Industry anticipates central banks will eventually hold Bitcoin [1] Investment Strategy - Sound money principles are enduring [1]

Retail Sales and Consumer Spending - U.S. retail sales increased by 0.5% in July, marking the second consecutive monthly gain after declines in April and May, with auto sales rising by 1.6% [2][3] - Excluding auto and gas sales, spending was up only 0.2%, indicating cautious consumer behavior, as some categories like electronics and restaurants saw declines [3][4] - The report suggests that while consumers are still spending, they are doing so more cautiously, which complicates the Federal Reserve's decision-making regarding interest rate cuts [4][5] Tariffs and Semiconductor Industry - President Trump announced plans to impose tariffs on semiconductor imports, potentially as high as 200% to 300%, aiming to encourage domestic manufacturing [6][7][8] - This strategy could lead to significant expenses and uncertainties for businesses, potentially disrupting global supply chains [8][9] - Investors may face challenges due to steep tariffs unless substantial exemptions are provided [9] Ethereum and Cryptocurrency Market - Ethereum (ETH) saw a 25% increase between July 17 and the following Tuesday, with a notable 275% gain reported by options traders [10][19] - Ethereum's unique properties, such as its built-in scarcity and utility in decentralized applications, make it increasingly competitive with traditional financial instruments [11][14][15] - The current market conditions show a spike in implied volatility, which has shifted from being a tailwind to a headwind for buyers, prompting a strategic exit for some traders [24][25]