+- 8cbda4ca1b48 -- 55d -----------------------------------------------------[...]+ | | | Two great podcasts for navigating the path forward. Must listens 👇 | | https://open.substack.com/pub/kanemcgukin/p/asking-the-right-questions-in-a-ch | | anging | | https://blossom.primal.net/f7e7ca416c0a6cde9d0ae8699fc1111736577ff5cb5e4b0b47f | | 560c708cb5192.jpg | | | +-- reply ------------------------------------------------------------------- ---+Two great podcasts for navigating the path forward. Must listens 👇 https://open.substack.com/pub/kanemcgukin/p/asking-the-right-questions-in-a-changing https://blossom.primal.net/f7e7ca416c0a6cde9d0ae8699fc1111736577ff5cb5e4b0b47f560c708cb5192.jpg
npub13j76fjsmfz3wdfqd5cv3a7cwf3l8stgc5xyfllayyrsa9yrg4nfss2s940
+- 8cbda4ca1b48 -- 78d -----------------------------------------------------[...]+ | | | Probably the same as realizing the class of ‘20/‘21 was dumber and 💯 fiat-🧠 | | when compared to the class of 2017, ‘13 or ‘11. | | | +-- reply ------------------------------------------------------------------- ---+Probably the same as realizing the class of ‘20/‘21 was dumber and 💯 fiat-🧠 when compared to the class of 2017, ‘13 or ‘11.
+- 8cbda4ca1b48 -- 78d -----------------------------------------------------[...]+ | | | With recent rumors of a major bullion bank/metals player under stress, and | | this week’s Bitcoin waterfall moment hinting a crypto fund or exchange was | | liquidated; it felt like the right time to revisit of an old piece on the | | behavior of a crisis moment. | | | | https://open.substack.com/pub/kanemcgukin/p/repost-time-money-and-people-chang | | e | | https://blossom.primal.net/9014c9a9ee260c2f6517438889d50a9ac5636822a5aa3eb6cf2 | | ae7d565da6d59.jpg | | | +-- reply ------------------------------------------------------------------- ---+With recent rumors of a major bullion bank/metals player under stress, and this week’s Bitcoin waterfall moment hinting a crypto fund or exchange was liquidated; it felt like the right time to revisit of an old piece on the behavior of a crisis moment. https://open.substack.com/pub/kanemcgukin/p/repost-time-money-and-people-change https://blossom.primal.net/9014c9a9ee260c2f6517438889d50a9ac5636822a5aa3eb6cf2ae7d565da6d59.jpg
+- 8cbda4ca1b48 -- 169d ----------------------------------------------------[...]+ | | | The human urge is to corral collateral and then print. | | | | We saw it with gold | | | | We saw it with oil | | | | We see it with Treasuries | | | | We’re seeing it with Bitcoin, but we’ll call it Digital Credit for the sake of | | making it feel different. | | | | A new generation of gold bugs is born. | | | | https://kanemcgukin.substack.com/p/how-to-make-a-bitcoin-mint-print | | | | https://blossom.primal.net/0dc998ad1d2aadd6b88942842c8d6f9cbeeab4e2a4f6890a9cd | | cafc25f24dc60.jpg | | | +-- reply ------------------------------------------------------------------- ---+The human urge is to corral collateral and then print. We saw it with gold We saw it with oil We see it with Treasuries We’re seeing it with Bitcoin, but we’ll call it Digital Credit for the sake of making it feel different. A new generation of gold bugs is born. https://kanemcgukin.substack.com/p/how-to-make-a-bitcoin-mint-print https://blossom.primal.net/0dc998ad1d2aadd6b88942842c8d6f9cbeeab4e2a4f6890a9cdcafc25f24dc60.jpg
+- 8cbda4ca1b48 -- 196d ----------------------------------------------------[...]+ | | | The tariff comments seem to be misplaced. | | | | It’s not about Tariffs. They are secondary to the important point. It’s about | | access. | | | | China has effectively threatened to do what the US did when cutting Russia off | | from SWIFT. | | | | Except there are other ways to make money transfers and there aren’t many | | other ways to ship goods. | | | | The power is in the supply chains, as I noted in 2021 when kicking off my | | SubStack: | | https://kanemcgukin.substack.com/p/current-personal-thesis-and-reflections | | | | | | https://blossom.primal.net/889e5270c42cc5ddebb2d45740504223c4ee5a41ccdc1e71585 | | 884193c5d597d.jpg | | https://blossom.primal.net/860cd5870fc4680bed9f922ac7afadb732016933652ecd08ddf | | 52001dfcf94d7.jpg | | | +-- reply ------------------------------------------------------------------- ---+The tariff comments seem to be misplaced. It’s not about Tariffs. They are secondary to the important point. It’s about access. China has effectively threatened to do what the US did when cutting Russia off from SWIFT. Except there are other ways to make money transfers and there aren’t many other ways to ship goods. The power is in the supply chains, as I noted in 2021 when kicking off my SubStack: https://kanemcgukin.substack.com/p/current-personal-thesis-and-reflections https://blossom.primal.net/889e5270c42cc5ddebb2d45740504223c4ee5a41ccdc1e71585884193c5d597d.jpg https://blossom.primal.net/860cd5870fc4680bed9f922ac7afadb732016933652ecd08ddf52001dfcf94d7.jpg
+- 8cbda4ca1b48 -- 198d ----------------------------------------------------[...]+ | | | Enjoyed sitting down with | | nostr:nprofile1qqstn8du5qvy5vkw2kgyevn8kghyxjpre9l5rrekmt6a9hlsm4a4cfcpz4mhxue | | 69uhk2er9dchxummnw3ezumrpdejqz9rhwden5te0wfjkccte9ejxzmt4wvhxjmcrn7r84 for | | EP64 to explore the rise of Bitcoin-backed notes. | | | | We discuss what happens when Bitcoin becomes collateral, SPVs, private credit, | | and why declining volatility helps set the stage for a true Bitcoin yield | | curve. | | | | 🔗 🎧 to listen👇 | | | | Apple Podcasts: | | https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361 | | | | YouTube: https://youtu.be/jJlUNUp0ALk | | | +-- reply ------------------------------------------------------------------- ---+Enjoyed sitting down with nostr:nprofile1qqstn8du5qvy5vkw2kgyevn8kghyxjpre9l5rrekmt6a9hlsm4a4cfcpz4mhxue69uhk2er9dchxummnw3ezumrpdejqz9rhwden5te0wfjkccte9ejxzmt4wvhxjmcrn7r84 for EP64 to explore the rise of Bitcoin-backed notes. We discuss what happens when Bitcoin becomes collateral, SPVs, private credit, and why declining volatility helps set the stage for a true Bitcoin yield curve. 🔗 🎧 to listen👇 Apple Podcasts: https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361 YouTube: https://youtu.be/jJlUNUp0ALk
+- 8cbda4ca1b48 -- 207d ----------------------------------------------------[...]+ | | | In 1913, bankers promised “decentralization.” What we got was the Fed and the | | death of gold as sound money. | | | | Today, Bitcoin faces the same ghost in Core vs. Knots. | | | | First principles are non-negotiable. | | | | New essay 👉Bitcoin Faces Its 1913 Moment. | | | | https://kanemcgukin.substack.com/p/bitcoin-faces-its-1913-moment | | https://blossom.primal.net/799c0dbd748afe91ffded065f9b33c3e077c19f0f35a787aacf | | e77225f685417.jpg | | | +-- reply ------------------------------------------------------------------- ---+In 1913, bankers promised “decentralization.” What we got was the Fed and the death of gold as sound money. Today, Bitcoin faces the same ghost in Core vs. Knots. First principles are non-negotiable. New essay 👉Bitcoin Faces Its 1913 Moment. https://kanemcgukin.substack.com/p/bitcoin-faces-its-1913-moment https://blossom.primal.net/799c0dbd748afe91ffded065f9b33c3e077c19f0f35a787aacfe77225f685417.jpg
+- 8cbda4ca1b48 -- 228d ----------------------------------------------------[...]+ | | | The Yuan peg and allowance of floating gold prices through a global network of | | exchanges is the 4D chess move. | | | | It allows for control of global liquidity without facing Triffin’s Dilemma. | | | | Options: checkmate or come to the bargaining table. | | https://blossom.primal.net/14f8ef18e55d4ddc7a6788c3cbad651c9680a379491ee668623 | | f317639259536.jpg | | | +-- reply ------------------------------------------------------------------- ---+The Yuan peg and allowance of floating gold prices through a global network of exchanges is the 4D chess move. It allows for control of global liquidity without facing Triffin’s Dilemma. Options: checkmate or come to the bargaining table. https://blossom.primal.net/14f8ef18e55d4ddc7a6788c3cbad651c9680a379491ee668623f317639259536.jpg
+- 8cbda4ca1b48 -- 238d ----------------------------------------------------[...]+ | | | The Network Wars Are Here… Railroads won the Civil War. The cloud and the | | arrival of Monetary Tech Stacks will decide the next one. | | | | History has proven, the empire that controls noise will control the future. | | | | Network Power: How Networks Build Empires, Break Nations, and Shape Order 👉 | | https://open.substack.com/pub/kanemcgukin/p/network-power-how-networks-build | | https://blossom.primal.net/928443411b9103311c4daa89e6e6d5fee8dbd8fffafed8d8503 | | 334c3f585c784.jpg | | | +-- reply ------------------------------------------------------------------- ---+The Network Wars Are Here… Railroads won the Civil War. The cloud and the arrival of Monetary Tech Stacks will decide the next one. History has proven, the empire that controls noise will control the future. Network Power: How Networks Build Empires, Break Nations, and Shape Order 👉 https://open.substack.com/pub/kanemcgukin/p/network-power-how-networks-build https://blossom.primal.net/928443411b9103311c4daa89e6e6d5fee8dbd8fffafed8d8503334c3f585c784.jpg
+- 8cbda4ca1b48 -- 263d ----------------------------------------------------[...]+ | | | Last week, the White House cited | | nostr:nprofile1qqs9r4l3kumdr9v054h3z05z5fuc0gav5ncwd53hl28ux6wvzcyvtsqpz3mhxue | | 69uhhyetvv9ujuerpd46hxtnfduq3samnwvaz7tmjv4kxz7fwwdhx7un59eek7cmfv9kqlfvp9u & | | @Bitcoin Policy Institute / | | nostr:npub1978t0ppn7wc4akp8knsjhqyed3d776xptn7qvkuaf3nrj4qu32vqg28wxa. | | | | 🎙️ I enjoyed chatting with Matthew shortly after on: | | | | ⚔️ The battle for global monetary power | | | | 💥 Bitcoin/Stablecoins - America’s new Monetary Tech Stack | | | | 🕸️ Narrative warfare | | | | | | 🎙️ https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361 | | | | 📺 https://youtu.be/x7mTX0C7rUw | | | +-- reply ------------------------------------------------------------------- ---+Last week, the White House cited nostr:nprofile1qqs9r4l3kumdr9v054h3z05z5fuc0gav5ncwd53hl28ux6wvzcyvtsqpz3mhxue69uhhyetvv9ujuerpd46hxtnfduq3samnwvaz7tmjv4kxz7fwwdhx7un59eek7cmfv9kqlfvp9u & @Bitcoin Policy Institute / nostr:npub1978t0ppn7wc4akp8knsjhqyed3d776xptn7qvkuaf3nrj4qu32vqg28wxa. 🎙️ I enjoyed chatting with Matthew shortly after on: ⚔️ The battle for global monetary power 💥 Bitcoin/Stablecoins - America’s new Monetary Tech Stack 🕸️ Narrative warfare 🎙️ https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361 📺 https://youtu.be/x7mTX0C7rUw
+- 8cbda4ca1b48 -- 272d ----------------------------------------------------[...]+ | | | Fiat-🧠 & high time preference are back in play. | | | | The Bitcoin Treasury 🫧: | | | | ✅Equity-funded BTC flywheels. | | 🏁Securitized hype. | | 💸mNAV mania. | | | | BTC is sound money. BTC-TCs are a risk wrapper, a speculative attack. | | | | The Bitcoin Treasury Bubble: Reflexivity, Metrics, & the Coming Unwind | | | | 👇 Read + Download: 🔗 | | https://open.substack.com/pub/kanemcgukin/p/the-bitcoin-treasury-bubble-reflex | | ivity | | https://blossom.primal.net/b2a60fe514858a09b0aaa33d29b4e9c0c6b50ca19671a1d747a | | 5baa3902dbb99.jpg | | | +-- reply ------------------------------------------------------------------- ---+Fiat-🧠 & high time preference are back in play. The Bitcoin Treasury 🫧: ✅Equity-funded BTC flywheels. 🏁Securitized hype. 💸mNAV mania. BTC is sound money. BTC-TCs are a risk wrapper, a speculative attack. The Bitcoin Treasury Bubble: Reflexivity, Metrics, & the Coming Unwind 👇 Read + Download: 🔗 https://open.substack.com/pub/kanemcgukin/p/the-bitcoin-treasury-bubble-reflexivity https://blossom.primal.net/b2a60fe514858a09b0aaa33d29b4e9c0c6b50ca19671a1d747a5baa3902dbb99.jpg
+- 8cbda4ca1b48 -- 275d ----------------------------------------------------[...]+ | | | And they can’t even pay people back that had funds stolen on their platform. | | SMH.🤦♂️ | | | +-- reply ------------------------------------------------------------------- ---+And they can’t even pay people back that had funds stolen on their platform. SMH.🤦♂️
+- 8cbda4ca1b48 -- 281d ----------------------------------------------------[...]+ | | | 🚨 unpopular opinion 🚨 | | | | We are still early in Bitcoin not bc of the technological innovation around | | currency. | | | | But more bc of the low levels of credit relative to the underlying collateral | | asset. | | | | The early shift to credit & lending in bitcoin is what is in the early | | innings. | | | +-- reply ------------------------------------------------------------------- ---+🚨 unpopular opinion 🚨 We are still early in Bitcoin not bc of the technological innovation around currency. But more bc of the low levels of credit relative to the underlying collateral asset. The early shift to credit & lending in bitcoin is what is in the early innings.
+- 8cbda4ca1b48 -- 284d ----------------------------------------------------[...]+ | | | I missed this one, but the entire idea of The 4th Turning cycle is laid out in | | Isaiah 23:15-18. | | https://blossom.primal.net/779d5baa6d75f108372fd5912e6e1e54a49501c41fcb686b700 | | fb9e1341e468f.jpg | | | +-- reply ------------------------------------------------------------------- ---+I missed this one, but the entire idea of The 4th Turning cycle is laid out in Isaiah 23:15-18. https://blossom.primal.net/779d5baa6d75f108372fd5912e6e1e54a49501c41fcb686b700fb9e1341e468f.jpg
+- 8cbda4ca1b48 -- 285d ----------------------------------------------------[...]+ | | | Do perpetual preferreds count as debt? 😉 | | | +-- reply ------------------------------------------------------------------- ---+Do perpetual preferreds count as debt? 😉
+- 8cbda4ca1b48 -- 285d ----------------------------------------------------[...]+ | | | You sold the 80,000 bitcoin didn’t you? 😉😂 | | | +-- reply ------------------------------------------------------------------- ---+You sold the 80,000 bitcoin didn’t you? 😉😂
+- 8cbda4ca1b48 -- 285d ----------------------------------------------------[...]+ | | | Tariffs are back in the headlines. There are loud opinions on both sides. | | | | While not a silver bullet, they shaped America’s when used wisely and hurt | | when used poorly. | | | | There are two sides to every coin: the truth usually lies in the middle. | | | | Substack: Tariffs Built America - Can They Save it? 🔗 👇 | | | | https://open.substack.com/pub/kanemcgukin/p/tariffs-built-americacan-they-save | | | +-- reply ------------------------------------------------------------------- ---+Tariffs are back in the headlines. There are loud opinions on both sides. While not a silver bullet, they shaped America’s when used wisely and hurt when used poorly. There are two sides to every coin: the truth usually lies in the middle. Substack: Tariffs Built America - Can They Save it? 🔗 👇 https://open.substack.com/pub/kanemcgukin/p/tariffs-built-americacan-they-save
+- 8cbda4ca1b48 -- 307d ----------------------------------------------------[...]+ | | | I enjoyed talking Bitcoin and liquidity with Matthew Mežinskis. | | | | In this episode, we dig into: | | | | 📈Power law vs. exponential growth | | | | ⏳Why time is Bitcoin’s biggest edge | | | | 🪙How Bitcoin could solve what SDRs couldn’t | | | | 📺: https://youtu.be/BkNtf-c-ZPM | | | | 🎙️: | | https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361 | | https://blossom.primal.net/244be72aa87fe009e73a0e0d87d1f5ec8849a95a44229f39987 | | 2201d095ad42d.jpg | | | +-- reply ------------------------------------------------------------------- ---+I enjoyed talking Bitcoin and liquidity with Matthew Mežinskis. In this episode, we dig into: 📈Power law vs. exponential growth ⏳Why time is Bitcoin’s biggest edge 🪙How Bitcoin could solve what SDRs couldn’t 📺: https://youtu.be/BkNtf-c-ZPM 🎙️: https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361 https://blossom.primal.net/244be72aa87fe009e73a0e0d87d1f5ec8849a95a44229f399872201d095ad42d.jpg
+- 8cbda4ca1b48 -- 310d ----------------------------------------------------[...]+ | | | If Amazon and JP Morgan had a baby it would look like Coinbase. | | | | Core infrastructure being rebuilt in real time. | | | | 🧡Bitcoin = TCP/IP | | | | 🪙COIN = AMZN + JPM | | | | 🚆Stables/USDT/CRCL = JSON | | https://blossom.primal.net/64a4b4ad40d42f9425d88710b8f903e9e94fd16d08ca930b7e0 | | 981ffed680f1e.png | | | +-- reply ------------------------------------------------------------------- ---+If Amazon and JP Morgan had a baby it would look like Coinbase. Core infrastructure being rebuilt in real time. 🧡Bitcoin = TCP/IP 🪙COIN = AMZN + JPM 🚆Stables/USDT/CRCL = JSON https://blossom.primal.net/64a4b4ad40d42f9425d88710b8f903e9e94fd16d08ca930b7e0981ffed680f1e.png
+- 8cbda4ca1b48 -- 314d ----------------------------------------------------[...]+ | | | How lightning compares to early internet architecture as it began to scale. | | | +-- reply ------------------------------------------------------------------- ---+How lightning compares to early internet architecture as it began to scale.
+- 8cbda4ca1b48 -- 326d ----------------------------------------------------[...]+ | | | The #Bitcoin Conference was good as usual, but different this year. | | | | Welcome to The Monetary Tech Stack. | | | | Notes and takeaways 👇 | | | | https://open.substack.com/pub/kanemcgukin/p/debt-leverage-and-fiat-come-to-bit | | coin | | https://blossom.primal.net/c0cb3858b1930340a4a542d077373673ae73025e8478faa2dd2 | | c3d307bf022b9.jpg | | | +-- reply ------------------------------------------------------------------- ---+The #Bitcoin Conference was good as usual, but different this year. Welcome to The Monetary Tech Stack. Notes and takeaways 👇 https://open.substack.com/pub/kanemcgukin/p/debt-leverage-and-fiat-come-to-bitcoin https://blossom.primal.net/c0cb3858b1930340a4a542d077373673ae73025e8478faa2dd2c3d307bf022b9.jpg
+- 8cbda4ca1b48 -- 331d ----------------------------------------------------[...]+ | | | 1000% agree. I was feeling exactly the same, but wasn’t sure others were | | willing to admit it. | | | | Moving out of the dorm room moments have been inflection points in history. If | | Bitcoin has sold its soul to the devil, it was all for naught. Just another | | Central Bank liquidity tool and the fastest fintech, not racehorse. | | | | Hopefully, it does its thing. Remains a shadowy coder and continues to orange | | pill the very ones trying to co-opt its power. | | | +-- reply ------------------------------------------------------------------- ---+1000% agree. I was feeling exactly the same, but wasn’t sure others were willing to admit it. Moving out of the dorm room moments have been inflection points in history. If Bitcoin has sold its soul to the devil, it was all for naught. Just another Central Bank liquidity tool and the fastest fintech, not racehorse. Hopefully, it does its thing. Remains a shadowy coder and continues to orange pill the very ones trying to co-opt its power.
+- 8cbda4ca1b48 -- 336d ----------------------------------------------------[...]+ | | | Enjoyed chatting #Bitcoin and financial warfare with | | nostr:nprofile1qqsq8dvnau7e2ypt2j7l7amjsyc60saal6gq0v9e9ntuft22qqsaufgpp4mhxue | | 69uhkummn9ekx7mqprpmhxue69uhhyetvv9ujuumwdae8gtnnda3kjctvzawmv9 / | | @TheBitcoinLayer | | | | https://x.com/kanemcgukin/status/1926055310956880194 | | | | https://youtu.be/TDaSygIn9QI | | https://blossom.primal.net/cd08df4e3f75e6585ca30601c0ac88f65220714d9ee8680d0a1 | | aec97dcf2de42.jpg | | | +-- reply ------------------------------------------------------------------- ---+Enjoyed chatting #Bitcoin and financial warfare with nostr:nprofile1qqsq8dvnau7e2ypt2j7l7amjsyc60saal6gq0v9e9ntuft22qqsaufgpp4mhxue69uhkummn9ekx7mqprpmhxue69uhhyetvv9ujuumwdae8gtnnda3kjctvzawmv9 / @TheBitcoinLayer https://x.com/kanemcgukin/status/1926055310956880194 https://youtu.be/TDaSygIn9QI https://blossom.primal.net/cd08df4e3f75e6585ca30601c0ac88f65220714d9ee8680d0a1aec97dcf2de42.jpg
+- 8cbda4ca1b48 -- 342d ----------------------------------------------------[...]+ | | | 🎙️EP 60 of Navigating Bitcoin’s Noise | | | | What if the price of Bitcoin didn’t come from an exchange? | | | | I sit down with Simple Steve - the artist of Bitcoin information - to discuss | | the true free market price of Bitcoin in graphical form, straight from the | | node. | | | | 📺: https://youtu.be/Vkj7RubtFdU | | | | 🎙️: | | https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361 | | https://blossom.primal.net/094306cc9cc0f31d9911937a8b0c95ddee780f7d3d46f86e975 | | ffd75a071cc47.jpg | | | +-- reply ------------------------------------------------------------------- ---+🎙️EP 60 of Navigating Bitcoin’s Noise What if the price of Bitcoin didn’t come from an exchange? I sit down with Simple Steve - the artist of Bitcoin information - to discuss the true free market price of Bitcoin in graphical form, straight from the node. 📺: https://youtu.be/Vkj7RubtFdU 🎙️: https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361 https://blossom.primal.net/094306cc9cc0f31d9911937a8b0c95ddee780f7d3d46f86e975ffd75a071cc47.jpg
+- 8cbda4ca1b48 -- 342d ----------------------------------------------------[...]+ | | | Chart prices set the table for narratives and stories to be sold to market | | participants. | | | | Humans are wired for storytelling. It’s in our nature and why markets have | | worked this way for thousands of years. | | | | The Art of The Sale is inseparable from The Art of The Story. | | | +-- reply ------------------------------------------------------------------- ---+Chart prices set the table for narratives and stories to be sold to market participants. Humans are wired for storytelling. It’s in our nature and why markets have worked this way for thousands of years. The Art of The Sale is inseparable from The Art of The Story.
+- 8cbda4ca1b48 -- 344d ----------------------------------------------------[...]+ | | | If it looks exactly the same, and feels | | exactly the same, all I have to do is say we have feature XYZ the other | | lemmings app doesn’t have and the herd will flow over for a year or three 😂. | | | +-- reply ------------------------------------------------------------------- ---+If it looks exactly the same, and feels exactly the same, all I have to do is say we have feature XYZ the other lemmings app doesn’t have and the herd will flow over for a year or three 😂.
+- 8cbda4ca1b48 -- 348d ----------------------------------------------------[...]+ | | | Fiat: | | | | “What’s the key lesson about money?” | | | | Bitcoin: | | | | “It’s tough to shift beliefs when people don’t question how it works.” | | | +-- reply ------------------------------------------------------------------- ---+Fiat: “What’s the key lesson about money?” Bitcoin: “It’s tough to shift beliefs when people don’t question how it works.”
+- 8cbda4ca1b48 -- 353d ----------------------------------------------------[...]+ | | | Probably not enough people really care about this. Or, an even greater issue… | | they don’t see it. | | | | nostr:nprofile1qqsgjeljjrx8wj0a853jldc3pszakar2x87wqc66amzwzydd307gzrgpzamhxue | | 69uhkummnw3ezuendwsh8w6t69e3xj7spz3mhxue69uhkummnw3ezummcw3ezuer9wcuxt9m2 is | | dead right. | | | | Anointing kings can lead to slippery slopes when they bend a knee. | | https://blossom.primal.net/ec13b754255e231b02ceb7ce9f83a219205ffd0906074ef51b5 | | 67e3ce9301324.jpg | | | +-- reply ------------------------------------------------------------------- ---+Probably not enough people really care about this. Or, an even greater issue… they don’t see it. nostr:nprofile1qqsgjeljjrx8wj0a853jldc3pszakar2x87wqc66amzwzydd307gzrgpzamhxue69uhkummnw3ezuendwsh8w6t69e3xj7spz3mhxue69uhkummnw3ezummcw3ezuer9wcuxt9m2 is dead right. Anointing kings can lead to slippery slopes when they bend a knee. https://blossom.primal.net/ec13b754255e231b02ceb7ce9f83a219205ffd0906074ef51b567e3ce9301324.jpg
+- 8cbda4ca1b48 -- 362d ----------------------------------------------------[...]+ | | | The end caps are missing so it keeps that line and paint build up from | | happening as the paint pushes out to the edges. | | | +-- reply ------------------------------------------------------------------- ---+The end caps are missing so it keeps that line and paint build up from happening as the paint pushes out to the edges.
+- 8cbda4ca1b48 -- 363d ----------------------------------------------------[...]+ | | | Just a random thought: Hollywood and the music industry. | | | | They are the show… One giant psyop. | | | | So you aren’t paying attention and ignore the truth. | | | +-- reply ------------------------------------------------------------------- ---+Just a random thought: Hollywood and the music industry. They are the show… One giant psyop. So you aren’t paying attention and ignore the truth.
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+- 8cbda4ca1b48 -- 55d -----------------------------------------------------[...]+ | | | Two great podcasts for navigating the path forward. Must listens 👇 | | https://open.substack.com/pub/kanemcgukin/p/asking-the-right-questions-in-a-ch | | anging | | https://blossom.primal.net/f7e7ca416c0a6cde9d0ae8699fc1111736577ff5cb5e4b0b47f | | 560c708cb5192.jpg | | | +-- reply ------------------------------------------------------------------- ---+Two great podcasts for navigating the path forward. Must listens 👇 https://open.substack.com/pub/kanemcgukin/p/asking-the-right-questions-in-a-changing https://blossom.primal.net/f7e7ca416c0a6cde9d0ae8699fc1111736577ff5cb5e4b0b47f560c708cb5192.jpg
+- 8cbda4ca1b48 -- 78d -----------------------------------------------------[...]+ | | | With recent rumors of a major bullion bank/metals player under stress, and | | this week’s Bitcoin waterfall moment hinting a crypto fund or exchange was | | liquidated; it felt like the right time to revisit of an old piece on the | | behavior of a crisis moment. | | | | https://open.substack.com/pub/kanemcgukin/p/repost-time-money-and-people-chang | | e | | https://blossom.primal.net/9014c9a9ee260c2f6517438889d50a9ac5636822a5aa3eb6cf2 | | ae7d565da6d59.jpg | | | +-- reply ------------------------------------------------------------------- ---+With recent rumors of a major bullion bank/metals player under stress, and this week’s Bitcoin waterfall moment hinting a crypto fund or exchange was liquidated; it felt like the right time to revisit of an old piece on the behavior of a crisis moment. https://open.substack.com/pub/kanemcgukin/p/repost-time-money-and-people-change https://blossom.primal.net/9014c9a9ee260c2f6517438889d50a9ac5636822a5aa3eb6cf2ae7d565da6d59.jpg
+- 8cbda4ca1b48 -- 169d ----------------------------------------------------[...]+ | | | The human urge is to corral collateral and then print. | | | | We saw it with gold | | | | We saw it with oil | | | | We see it with Treasuries | | | | We’re seeing it with Bitcoin, but we’ll call it Digital Credit for the sake of | | making it feel different. | | | | A new generation of gold bugs is born. | | | | https://kanemcgukin.substack.com/p/how-to-make-a-bitcoin-mint-print | | | | https://blossom.primal.net/0dc998ad1d2aadd6b88942842c8d6f9cbeeab4e2a4f6890a9cd | | cafc25f24dc60.jpg | | | +-- reply ------------------------------------------------------------------- ---+The human urge is to corral collateral and then print. We saw it with gold We saw it with oil We see it with Treasuries We’re seeing it with Bitcoin, but we’ll call it Digital Credit for the sake of making it feel different. A new generation of gold bugs is born. https://kanemcgukin.substack.com/p/how-to-make-a-bitcoin-mint-print https://blossom.primal.net/0dc998ad1d2aadd6b88942842c8d6f9cbeeab4e2a4f6890a9cdcafc25f24dc60.jpg
+- 8cbda4ca1b48 -- 196d ----------------------------------------------------[...]+ | | | The tariff comments seem to be misplaced. | | | | It’s not about Tariffs. They are secondary to the important point. It’s about | | access. | | | | China has effectively threatened to do what the US did when cutting Russia off | | from SWIFT. | | | | Except there are other ways to make money transfers and there aren’t many | | other ways to ship goods. | | | | The power is in the supply chains, as I noted in 2021 when kicking off my | | SubStack: | | https://kanemcgukin.substack.com/p/current-personal-thesis-and-reflections | | | | | | https://blossom.primal.net/889e5270c42cc5ddebb2d45740504223c4ee5a41ccdc1e71585 | | 884193c5d597d.jpg | | https://blossom.primal.net/860cd5870fc4680bed9f922ac7afadb732016933652ecd08ddf | | 52001dfcf94d7.jpg | | | +-- reply ------------------------------------------------------------------- ---+The tariff comments seem to be misplaced. It’s not about Tariffs. They are secondary to the important point. It’s about access. China has effectively threatened to do what the US did when cutting Russia off from SWIFT. Except there are other ways to make money transfers and there aren’t many other ways to ship goods. The power is in the supply chains, as I noted in 2021 when kicking off my SubStack: https://kanemcgukin.substack.com/p/current-personal-thesis-and-reflections https://blossom.primal.net/889e5270c42cc5ddebb2d45740504223c4ee5a41ccdc1e71585884193c5d597d.jpg https://blossom.primal.net/860cd5870fc4680bed9f922ac7afadb732016933652ecd08ddf52001dfcf94d7.jpg
+- 8cbda4ca1b48 -- 198d ----------------------------------------------------[...]+ | | | Enjoyed sitting down with | | nostr:nprofile1qqstn8du5qvy5vkw2kgyevn8kghyxjpre9l5rrekmt6a9hlsm4a4cfcpz4mhxue | | 69uhk2er9dchxummnw3ezumrpdejqz9rhwden5te0wfjkccte9ejxzmt4wvhxjmcrn7r84 for | | EP64 to explore the rise of Bitcoin-backed notes. | | | | We discuss what happens when Bitcoin becomes collateral, SPVs, private credit, | | and why declining volatility helps set the stage for a true Bitcoin yield | | curve. | | | | 🔗 🎧 to listen👇 | | | | Apple Podcasts: | | https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361 | | | | YouTube: https://youtu.be/jJlUNUp0ALk | | | +-- reply ------------------------------------------------------------------- ---+Enjoyed sitting down with nostr:nprofile1qqstn8du5qvy5vkw2kgyevn8kghyxjpre9l5rrekmt6a9hlsm4a4cfcpz4mhxue69uhk2er9dchxummnw3ezumrpdejqz9rhwden5te0wfjkccte9ejxzmt4wvhxjmcrn7r84 for EP64 to explore the rise of Bitcoin-backed notes. We discuss what happens when Bitcoin becomes collateral, SPVs, private credit, and why declining volatility helps set the stage for a true Bitcoin yield curve. 🔗 🎧 to listen👇 Apple Podcasts: https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361 YouTube: https://youtu.be/jJlUNUp0ALk
+- 8cbda4ca1b48 -- 207d ----------------------------------------------------[...]+ | | | In 1913, bankers promised “decentralization.” What we got was the Fed and the | | death of gold as sound money. | | | | Today, Bitcoin faces the same ghost in Core vs. Knots. | | | | First principles are non-negotiable. | | | | New essay 👉Bitcoin Faces Its 1913 Moment. | | | | https://kanemcgukin.substack.com/p/bitcoin-faces-its-1913-moment | | https://blossom.primal.net/799c0dbd748afe91ffded065f9b33c3e077c19f0f35a787aacf | | e77225f685417.jpg | | | +-- reply ------------------------------------------------------------------- ---+In 1913, bankers promised “decentralization.” What we got was the Fed and the death of gold as sound money. Today, Bitcoin faces the same ghost in Core vs. Knots. First principles are non-negotiable. New essay 👉Bitcoin Faces Its 1913 Moment. https://kanemcgukin.substack.com/p/bitcoin-faces-its-1913-moment https://blossom.primal.net/799c0dbd748afe91ffded065f9b33c3e077c19f0f35a787aacfe77225f685417.jpg
+- 8cbda4ca1b48 -- 228d ----------------------------------------------------[...]+ | | | The Yuan peg and allowance of floating gold prices through a global network of | | exchanges is the 4D chess move. | | | | It allows for control of global liquidity without facing Triffin’s Dilemma. | | | | Options: checkmate or come to the bargaining table. | | https://blossom.primal.net/14f8ef18e55d4ddc7a6788c3cbad651c9680a379491ee668623 | | f317639259536.jpg | | | +-- reply ------------------------------------------------------------------- ---+The Yuan peg and allowance of floating gold prices through a global network of exchanges is the 4D chess move. It allows for control of global liquidity without facing Triffin’s Dilemma. Options: checkmate or come to the bargaining table. https://blossom.primal.net/14f8ef18e55d4ddc7a6788c3cbad651c9680a379491ee668623f317639259536.jpg
+- 8cbda4ca1b48 -- 238d ----------------------------------------------------[...]+ | | | The Network Wars Are Here… Railroads won the Civil War. The cloud and the | | arrival of Monetary Tech Stacks will decide the next one. | | | | History has proven, the empire that controls noise will control the future. | | | | Network Power: How Networks Build Empires, Break Nations, and Shape Order 👉 | | https://open.substack.com/pub/kanemcgukin/p/network-power-how-networks-build | | https://blossom.primal.net/928443411b9103311c4daa89e6e6d5fee8dbd8fffafed8d8503 | | 334c3f585c784.jpg | | | +-- reply ------------------------------------------------------------------- ---+The Network Wars Are Here… Railroads won the Civil War. The cloud and the arrival of Monetary Tech Stacks will decide the next one. History has proven, the empire that controls noise will control the future. Network Power: How Networks Build Empires, Break Nations, and Shape Order 👉 https://open.substack.com/pub/kanemcgukin/p/network-power-how-networks-build https://blossom.primal.net/928443411b9103311c4daa89e6e6d5fee8dbd8fffafed8d8503334c3f585c784.jpg
+- 8cbda4ca1b48 -- 263d ----------------------------------------------------[...]+ | | | Last week, the White House cited | | nostr:nprofile1qqs9r4l3kumdr9v054h3z05z5fuc0gav5ncwd53hl28ux6wvzcyvtsqpz3mhxue | | 69uhhyetvv9ujuerpd46hxtnfduq3samnwvaz7tmjv4kxz7fwwdhx7un59eek7cmfv9kqlfvp9u & | | @Bitcoin Policy Institute / | | nostr:npub1978t0ppn7wc4akp8knsjhqyed3d776xptn7qvkuaf3nrj4qu32vqg28wxa. | | | | 🎙️ I enjoyed chatting with Matthew shortly after on: | | | | ⚔️ The battle for global monetary power | | | | 💥 Bitcoin/Stablecoins - America’s new Monetary Tech Stack | | | | 🕸️ Narrative warfare | | | | | | 🎙️ https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361 | | | | 📺 https://youtu.be/x7mTX0C7rUw | | | +-- reply ------------------------------------------------------------------- ---+Last week, the White House cited nostr:nprofile1qqs9r4l3kumdr9v054h3z05z5fuc0gav5ncwd53hl28ux6wvzcyvtsqpz3mhxue69uhhyetvv9ujuerpd46hxtnfduq3samnwvaz7tmjv4kxz7fwwdhx7un59eek7cmfv9kqlfvp9u & @Bitcoin Policy Institute / nostr:npub1978t0ppn7wc4akp8knsjhqyed3d776xptn7qvkuaf3nrj4qu32vqg28wxa. 🎙️ I enjoyed chatting with Matthew shortly after on: ⚔️ The battle for global monetary power 💥 Bitcoin/Stablecoins - America’s new Monetary Tech Stack 🕸️ Narrative warfare 🎙️ https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361 📺 https://youtu.be/x7mTX0C7rUw
+- 8cbda4ca1b48 -- 272d ----------------------------------------------------[...]+ | | | Fiat-🧠 & high time preference are back in play. | | | | The Bitcoin Treasury 🫧: | | | | ✅Equity-funded BTC flywheels. | | 🏁Securitized hype. | | 💸mNAV mania. | | | | BTC is sound money. BTC-TCs are a risk wrapper, a speculative attack. | | | | The Bitcoin Treasury Bubble: Reflexivity, Metrics, & the Coming Unwind | | | | 👇 Read + Download: 🔗 | | https://open.substack.com/pub/kanemcgukin/p/the-bitcoin-treasury-bubble-reflex | | ivity | | https://blossom.primal.net/b2a60fe514858a09b0aaa33d29b4e9c0c6b50ca19671a1d747a | | 5baa3902dbb99.jpg | | | +-- reply ------------------------------------------------------------------- ---+Fiat-🧠 & high time preference are back in play. The Bitcoin Treasury 🫧: ✅Equity-funded BTC flywheels. 🏁Securitized hype. 💸mNAV mania. BTC is sound money. BTC-TCs are a risk wrapper, a speculative attack. The Bitcoin Treasury Bubble: Reflexivity, Metrics, & the Coming Unwind 👇 Read + Download: 🔗 https://open.substack.com/pub/kanemcgukin/p/the-bitcoin-treasury-bubble-reflexivity https://blossom.primal.net/b2a60fe514858a09b0aaa33d29b4e9c0c6b50ca19671a1d747a5baa3902dbb99.jpg
+- 8cbda4ca1b48 -- 284d ----------------------------------------------------[...]+ | | | I missed this one, but the entire idea of The 4th Turning cycle is laid out in | | Isaiah 23:15-18. | | https://blossom.primal.net/779d5baa6d75f108372fd5912e6e1e54a49501c41fcb686b700 | | fb9e1341e468f.jpg | | | +-- reply ------------------------------------------------------------------- ---+I missed this one, but the entire idea of The 4th Turning cycle is laid out in Isaiah 23:15-18. https://blossom.primal.net/779d5baa6d75f108372fd5912e6e1e54a49501c41fcb686b700fb9e1341e468f.jpg
+- 8cbda4ca1b48 -- 307d ----------------------------------------------------[...]+ | | | I enjoyed talking Bitcoin and liquidity with Matthew Mežinskis. | | | | In this episode, we dig into: | | | | 📈Power law vs. exponential growth | | | | ⏳Why time is Bitcoin’s biggest edge | | | | 🪙How Bitcoin could solve what SDRs couldn’t | | | | 📺: https://youtu.be/BkNtf-c-ZPM | | | | 🎙️: | | https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361 | | https://blossom.primal.net/244be72aa87fe009e73a0e0d87d1f5ec8849a95a44229f39987 | | 2201d095ad42d.jpg | | | +-- reply ------------------------------------------------------------------- ---+I enjoyed talking Bitcoin and liquidity with Matthew Mežinskis. In this episode, we dig into: 📈Power law vs. exponential growth ⏳Why time is Bitcoin’s biggest edge 🪙How Bitcoin could solve what SDRs couldn’t 📺: https://youtu.be/BkNtf-c-ZPM 🎙️: https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361 https://blossom.primal.net/244be72aa87fe009e73a0e0d87d1f5ec8849a95a44229f399872201d095ad42d.jpg
+- 8cbda4ca1b48 -- 310d ----------------------------------------------------[...]+ | | | If Amazon and JP Morgan had a baby it would look like Coinbase. | | | | Core infrastructure being rebuilt in real time. | | | | 🧡Bitcoin = TCP/IP | | | | 🪙COIN = AMZN + JPM | | | | 🚆Stables/USDT/CRCL = JSON | | https://blossom.primal.net/64a4b4ad40d42f9425d88710b8f903e9e94fd16d08ca930b7e0 | | 981ffed680f1e.png | | | +-- reply ------------------------------------------------------------------- ---+If Amazon and JP Morgan had a baby it would look like Coinbase. Core infrastructure being rebuilt in real time. 🧡Bitcoin = TCP/IP 🪙COIN = AMZN + JPM 🚆Stables/USDT/CRCL = JSON https://blossom.primal.net/64a4b4ad40d42f9425d88710b8f903e9e94fd16d08ca930b7e0981ffed680f1e.png
+- 8cbda4ca1b48 -- 326d ----------------------------------------------------[...]+ | | | The #Bitcoin Conference was good as usual, but different this year. | | | | Welcome to The Monetary Tech Stack. | | | | Notes and takeaways 👇 | | | | https://open.substack.com/pub/kanemcgukin/p/debt-leverage-and-fiat-come-to-bit | | coin | | https://blossom.primal.net/c0cb3858b1930340a4a542d077373673ae73025e8478faa2dd2 | | c3d307bf022b9.jpg | | | +-- reply ------------------------------------------------------------------- ---+The #Bitcoin Conference was good as usual, but different this year. Welcome to The Monetary Tech Stack. Notes and takeaways 👇 https://open.substack.com/pub/kanemcgukin/p/debt-leverage-and-fiat-come-to-bitcoin https://blossom.primal.net/c0cb3858b1930340a4a542d077373673ae73025e8478faa2dd2c3d307bf022b9.jpg
+- 8cbda4ca1b48 -- 336d ----------------------------------------------------[...]+ | | | Enjoyed chatting #Bitcoin and financial warfare with | | nostr:nprofile1qqsq8dvnau7e2ypt2j7l7amjsyc60saal6gq0v9e9ntuft22qqsaufgpp4mhxue | | 69uhkummn9ekx7mqprpmhxue69uhhyetvv9ujuumwdae8gtnnda3kjctvzawmv9 / | | @TheBitcoinLayer | | | | https://x.com/kanemcgukin/status/1926055310956880194 | | | | https://youtu.be/TDaSygIn9QI | | https://blossom.primal.net/cd08df4e3f75e6585ca30601c0ac88f65220714d9ee8680d0a1 | | aec97dcf2de42.jpg | | | +-- reply ------------------------------------------------------------------- ---+Enjoyed chatting #Bitcoin and financial warfare with nostr:nprofile1qqsq8dvnau7e2ypt2j7l7amjsyc60saal6gq0v9e9ntuft22qqsaufgpp4mhxue69uhkummn9ekx7mqprpmhxue69uhhyetvv9ujuumwdae8gtnnda3kjctvzawmv9 / @TheBitcoinLayer https://x.com/kanemcgukin/status/1926055310956880194 https://youtu.be/TDaSygIn9QI https://blossom.primal.net/cd08df4e3f75e6585ca30601c0ac88f65220714d9ee8680d0a1aec97dcf2de42.jpg
+- 8cbda4ca1b48 -- 342d ----------------------------------------------------[...]+ | | | 🎙️EP 60 of Navigating Bitcoin’s Noise | | | | What if the price of Bitcoin didn’t come from an exchange? | | | | I sit down with Simple Steve - the artist of Bitcoin information - to discuss | | the true free market price of Bitcoin in graphical form, straight from the | | node. | | | | 📺: https://youtu.be/Vkj7RubtFdU | | | | 🎙️: | | https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361 | | https://blossom.primal.net/094306cc9cc0f31d9911937a8b0c95ddee780f7d3d46f86e975 | | ffd75a071cc47.jpg | | | +-- reply ------------------------------------------------------------------- ---+🎙️EP 60 of Navigating Bitcoin’s Noise What if the price of Bitcoin didn’t come from an exchange? I sit down with Simple Steve - the artist of Bitcoin information - to discuss the true free market price of Bitcoin in graphical form, straight from the node. 📺: https://youtu.be/Vkj7RubtFdU 🎙️: https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361 https://blossom.primal.net/094306cc9cc0f31d9911937a8b0c95ddee780f7d3d46f86e975ffd75a071cc47.jpg
+- 8cbda4ca1b48 -- 353d ----------------------------------------------------[...]+ | | | Probably not enough people really care about this. Or, an even greater issue… | | they don’t see it. | | | | nostr:nprofile1qqsgjeljjrx8wj0a853jldc3pszakar2x87wqc66amzwzydd307gzrgpzamhxue | | 69uhkummnw3ezuendwsh8w6t69e3xj7spz3mhxue69uhkummnw3ezummcw3ezuer9wcuxt9m2 is | | dead right. | | | | Anointing kings can lead to slippery slopes when they bend a knee. | | https://blossom.primal.net/ec13b754255e231b02ceb7ce9f83a219205ffd0906074ef51b5 | | 67e3ce9301324.jpg | | | +-- reply ------------------------------------------------------------------- ---+Probably not enough people really care about this. Or, an even greater issue… they don’t see it. nostr:nprofile1qqsgjeljjrx8wj0a853jldc3pszakar2x87wqc66amzwzydd307gzrgpzamhxue69uhkummnw3ezuendwsh8w6t69e3xj7spz3mhxue69uhkummnw3ezummcw3ezuer9wcuxt9m2 is dead right. Anointing kings can lead to slippery slopes when they bend a knee. https://blossom.primal.net/ec13b754255e231b02ceb7ce9f83a219205ffd0906074ef51b567e3ce9301324.jpg
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