In case you missed it this week...

US bond yields hit their highest level since last November when markets freaked out about massive US debt issuance.

The US debt problems never disappeared...

The central planners at the US Treasury just figured out a way to kick the can…

The Emperor is stark naked in front of us, and the central planners are really hoping we don't notice.

The Yen is crashing.

Dollar-Yen just went through 156 like a hot katana through butter.

Why?

Partially because US bond yields have been ripping due to higher than expected…

I often wondered what it would feel like to 'make it'

Turns out the things I loved with $3K in the bank are the same things I love today.

- Sunlight
- Morning flat white
- Time with friends and fam
- Running & calisthenics in nature
- Flow state from creative mental work

Funny…

I'm really not a #Bitcoin maxi.

I'm a coastal run, cove plunge, salt dried on tanned skin, linen shirt billowing on the bike ride into town, chilled rosé in the port, crêpe salée, live music and people watching on the quay with a caipi as the sun goes down maxi.

Bitcoin is just…

The world is converging on #Bitcoin as the ultimate store of value asset.

But the big moves are still ahead of us.

The change in perception of Bitcoin over the past 5 years has been astonishing.

It's gone from an asset that was laughed off at cocktail parties, to an asset that…

There's never been a more important time to know who you are and what you stand for.

Most people today are empty vessels.

They have no strict or well-defined moral code to guide them.

Without a clear idea about who they are or what they value - they are extremely vulnerable to…

We had to revalue gold to $50,000 / oz and buy back our treasuries overnight because Iran attacked the sanctity of the American debt markets by closing the straight of Hormuz.

We were out of options.

CC: Luke Gromen

Hong Kong spot #Bitcoin ETF approval is another major milestone on Bitcoin's march towards $1 Million per coin.

Two global superpowers are now battling over a finite Bitcoin supply.

Meanwhile, sovereign debt once again looks like a garbage fire as global yields surge to start…

In case you missed it this week:

- Gold surged to a new all-time-high of $2,400

- Dollar-Yen busted through multi-year resistance, and the Yen is now the weakest it's been in 34 years

- The US had a horrific 10 Year bond auction, with the 3rd largest tail on record (big lack…

I remember when people panic-sold #Bitcoin because Covid-19 was the end of the world.

Many of us created generational wealth by buying that fear right before the 2020 halving.

The drop from $10K -> $4K was a gift I'll never forget.

And history feels like it's starting to…

ETHBTC losing support, wouldn't be surprised if someone is liquidating BTC to try to hold this up 👀

Steady lads.

An entire industry of financial advisors has survived on skimming fees just to brainlessly allocate client funds into low-cost equity and bond index funds.

' #Bitcoin is a scam. And gold? That's an unproductive asset.'

But I'll say it again: There has never been a more important…

The Yen carry trade is blowing up in front of us and #Bitcoin is trading above $71,000

Few understand this (mainly because it's nerdy as hell)

But it's a big deal.

And every investor should at least kind of get it to grasp what's really going on with their portfolio.

In…

One week later... and the 10 year Treasury auction was garbage.

Liquidity won't be far behind.

Fiat ponzi in plain sight for those who wish to see.

Protect yourself with #Bitcoin

US 10yr 4.52%
DXY up over 1%
Dollar-Yen nearing 153
SPY and Nasdaq both down over 1%

#Bitcoin green on the day back over $69K

Fiat ponzi hedge working as intended.

USDJPY just passed leapt past 152.

Weakest the Yen has been since 1990.

Watch global yields 🔥🍿

Go do hard things outside and watch how little you care about the drama on here.

Gotta balance time on this app with physical activity and fresh air or you're at risk of losing yourself to the algo.

A forest bath a day keeps the trolls away.

Hong Kong spot #Bitcoin ETFs could be approved as early as next week according to Reuters.

This is not even close to priced in.

Chinese investors were panic-buying a Gold fund at a 30% premium this month as they attempt to get their wealth into something outside the Chinese…

Slumming it with local Pinot Noir tonight because #Bitcoin decided to fake us out yesterday.

Someone please break us out of this range so I can get back to the Burgundy 🙏

Remember when #Bitcoin was a low interest rate phenomenon?

Fiat economists frantically rejigging formulas and praying to Keynes for answers.

Number go up.