2023-04-20T15:46:28Z https://nostr.now timevalueofbtc https://nostr.now/npub1qw6e8meaj5gzk49alamh9qf35lpmml5sq7ctjtxhcjk55qppmcjs0j2v52 https://nostr.build/i/nostr.build_f97d25ab0e997f3c799e3f93e03f35d8519e2fb1b326133ac1692f592909507a.png https://nostr.build/i/nostr.build_f97d25ab0e997f3c799e3f93e03f35d8519e2fb1b326133ac1692f592909507a.png https://nostr.now/nevent1qqswhh20ythh3g6ddchdh3ep22y6nsctfv94fxuvf8jzwpw23dgzfsczyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2ac98dt GM and PV<br/><br/>Three weeks until my Bitcoin summer camp begins at USC. Which is the one wallet you’d recommend for self custody on chain and lightning payments? Must be LN capable, must be easy to use for newbies! 2026-06-02T12:29:02Z https://nostr.now/nevent1qqsdcjxegnhundcveuj2mwmmuhm0ad8wl9afjawh4cektt6h5gc75wczyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z27d4s83 In reply to <a href='/nevent1qqszkp5y4k2zmly2mxztzgmvzu2gg6ph0y4lunyh3357fd5q6wp26aqtnnnqf'>nevent1q…nnqf</a><br/>_________________________<br/><br/>I’m here to serve, teach, and lead. Not concerned with the “me” in all of it. My family matters much more. 2026-04-25T14:56:32Z https://nostr.now/nevent1qqszsc2putc49fzhgwr34nluaxt80pssqsrld6242fn6cq7y7g5t79szyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2q634nm What an honor to visit the White House, Treasury, and Commerce this week.<br/><br/>Can&#39;t believe I get to help push the idea of LIBOR-to-SOFR 2.0.<br/><br/>Reach for the stars!<br/> <img src="https://blossom.primal.net/7009e641f23fffb5c2c2673c1051dd3f4b006393bdeec38e5f8f81c4ac6961c3.jpg"> <br/> <img src="https://blossom.primal.net/62f2218e3e75adcd3d6050f0aaa1716c18d87bd40a5a413c0b734a6942568302.jpg"> <br/> <img src="https://blossom.primal.net/e0ef30d32e4adb7c2325647cef13fe62f0b90d279a5b67c0d811195851148208.jpg"> <br/> <img src="https://blossom.primal.net/cbdb01ed209785ab79aae3047cce9b8ee34706fb8ee46b47155241574643c2cb.jpg"> 2026-04-25T02:26:11Z https://nostr.now/nevent1qqswcysdh32dt7rr8y440w6aazdk76h64krfth9uzd54uz5mheu76uszyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2qx0sh2 Glad you are loving it! <br/><br/>We have worked really hard to bring people a helpful bitcoin and macro quant to their fingertips. <blockquote class="border-l-05rem border-l-strongpink border-solid"><div class="-ml-4 bg-gradient-to-r from-gray-100 dark:from-zinc-800 to-transparent mr-0 mt-0 mb-4 pl-4 pr-2 py-2">quoting <br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Article"><a itemprop="url" href="/nevent1qqsftcp5mvu2zsqavh0spl02kgutnc52z5rvktkh6cy3kn840yvd58qcwylx0" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1">nevent1q…ylx0</a></span> </div> <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/nprofile1qqsq8dvnau7e2ypt2j7l7amjsyc60saal6gq0v9e9ntuft22qqsaufgprdmhxue69uhkummnw3ez6v3w0fjkyetyv4jjucmvda6kgqg6waehxw309ahx7um5wghx7unpdenk2urfd3kzuer9wc37pvx5" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>timevalueofbtc</span> (<span class="italic">nprofile…pvx5</span>)</a></span> fantastic job on TBL pulse! Immense upgrade from the dashboard. Love it. </blockquote> 2026-04-13T23:53:30Z https://nostr.now/nevent1qqsxr5ddpnxx3glwkx6eqcudtwp7ck24c0m2cuadgr5htm8et22v4vgzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z200gpvh Claude kills again! 2026-02-24T00:11:43Z https://nostr.now/nevent1qqsq9kzr0sh3dylr2pc0ec0hepaxyn9jdh3kwqsktnkqagumdgq6urgzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2ducgxv With gold practically $5,000 and silver at $100, the sentiment in bitcoin is so poor due to being left out of the metals rally that it almost feels like post-FTX $17,000 bear vibes<br/><br/>I am bullish but the painful type where fear dominates and you have to push through it 2026-01-23T16:32:06Z https://nostr.now/nevent1qqsp0g2325d2qdeh949qrx4typ9es5q2ptv5mhesk3svpdse8skgu6czyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2j69xxl GM &amp; PV<br/><br/>The less time on Twitter the more free I feel. And my wife said she’s proud of me for not chasing the algo. <br/><br/>Count your blessings! 2025-11-13T13:51:44Z https://nostr.now/nevent1qqs2z4dwuc3z364w8t94su6gxveajmf76v5tdznngnv8yn9l9fs3wrszyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2rve256 One of our great episodes, a 500 year context to today’s geopolitical events. Don’t miss this one. <blockquote class="border-l-05rem border-l-strongpink border-solid"><div class="-ml-4 bg-gradient-to-r from-gray-100 dark:from-zinc-800 to-transparent mr-0 mt-0 mb-4 pl-4 pr-2 py-2">quoting <br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Article"><a itemprop="url" href="/nevent1qqs0ggc390227606q2suqxcwgucnsgl5nadjrc35ft4r4fz6vjty8kgprdmhxue69uhhyetvv9ujuumwdae8gtnnda3kjctv8g6nw27z2jt" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1">nevent1q…z2jt</a></span> </div> 🚨NEW VIDEO🚨<br/>THE GREAT AMERICAN RESET: Credit, Industry, and Bitcoin’s Role in What Comes Next<br/><br/>Nik & Matt Dines break down America’s next economic cycle, showing how credit creation, reindustrialization, and liquidity are reshaping markets and fueling Bitcoin’s rise.<br/><br/><a href="https://youtu.be/iTyZ3eN3K4g">https://youtu.be/iTyZ3eN3K4g</a> </blockquote> 2025-10-24T15:18:39Z https://nostr.now/nevent1qqsre8t43jn8g4ulsz96jnwnwv5tvdndvtlw2jwk6ctyjwrh643peuszyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2q7rgl8 GM and PV<br/><br/>Wonderful day as always to count your blessings<br/><br/>I have now logged out of Twitter on my trading station (phone was last year). Only laptop remains and I have been checking it much less. I had convinced myself in the past I needed Twitter because that’s where news happens, but at what cost to inner peace? 2025-10-23T11:59:16Z https://nostr.now/nevent1qqsx50f652zsgtutr2hsc29p77c8xpr5vw3pxnnfkgps52agx9fnj6szyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2xmx49n “The dollar” is a derivative of things that have value and are commonly denominated in dollars, such as assets. The dollar is itself fleeting, as is all currency today. Currency is not an asset.<br/><br/>It used to be linked to an asset, gold, which is a mind trick used on the populace.<br/><br/>Bitcoin is an asset. 2025-10-01T18:18:13Z https://nostr.now/nevent1qqs8kcje6003ckgcac4v5cvgqzsdkfug76szuxx9ef7nsz88vmr97yszyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z25jnese I miss pre-Saylor bitcoin, but here we are! 2025-08-17T00:49:15Z https://nostr.now/nevent1qqsd38d5hgawnyq32nf520sx8vyl0cgy474awz5afnwz7wctawer04szyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2j497at GM, PV<br/><br/>YOU ARE MEANT FOR MORE<br/><br/>COUNT YOUR BLESSINGS<blockquote class="border-l-05rem border-l-strongpink border-solid"><div class="-ml-4 bg-gradient-to-r from-gray-100 dark:from-zinc-800 to-transparent mr-0 mt-0 mb-4 pl-4 pr-2 py-2">quoting <br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Article"><a itemprop="url" href="/nevent1qqs9gs5rrya4f3zql67yzemwmkehm96d7cxwakypjelp4xayqa36a2cprpmhxue69uhhyetvv9ujuumwdae8gtnnda3kjctvvqes9g" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1">nevent1q…es9g</a></span> </div> Nostr Series # 2 “You Are Meant For More”<br/><video controls width="100%" class="max-h-[90vh] bg-neutral-300 dark:bg-zinc-700"><source src="https://blossom.primal.net/b97dc4404a0e2efbc83b86a3af11b6c50108ca1fd62cff0696d53f05c2075d74.mov"></video> </blockquote> 2025-08-14T12:57:06Z https://nostr.now/nevent1qqstlf6wt937wf46udhflctp3hmhlckjsu9kfkwvykmcedwzpxa62pgzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z26kea3t In reply to <a href='/nevent1qqsqs5h67g88xj8pn3yyy7nm49p8sc9yrhtg2624ehnly293nn4rarspzemhxue69uhhyetvv9ujuurjd9kkzmpwdejhg3tguql'>nevent1q…guql</a><br/>_________________________<br/><br/>Epic night! Summertime Chi! 2025-08-09T02:11:52Z https://nostr.now/nevent1qqsfw563fc7ls6847cmg7z8d24u7nswm6qrcdvcsnm6vfx4mfh7cdeczyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2690wke How I feel these days <br/> <img src="https://blossom.primal.net/2f1cd8cabbb9b2716e001c68012cf8524e26c4db3f2b21f111b04091d78c34f3.png"> 2025-08-02T16:47:39Z https://nostr.now/nevent1qqsvqu5n76hf83yette22ful2k7r48qqn7nfd6y0f5s6uh5d0nncaggzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2x7nzfw Letter from a student. Rewards of leaving a life on the trading desk to research and teach. It doesn&#39;t get better than this. Makes me realize how much I am blessed. Showing my wife these is an equally special moment because of proof-of-work. <br/><br/>&#34;Good morning/evening Professor Nik,<br/><br/>I just wanted to take some time to thank you for everything I learned in your Bitcoin program.<br/><br/>Honestly, when I first read &#34;AI and Finance,&#34; I thought you were going to teach quantitative finance with AI as some new algorithm. I applied because it was literally the only class that interested me, and I&#39;m pretty sure I put it as all three of my choices on the application.<br/><br/>When I found out later that it was mainly about finance fundamentals, I thought I was going to have a horrible time. Boy, was I wrong—I accidentally discovered that besides computer science, finance might actually be my thing.<br/><br/>I didn&#39;t realize how important the stuff we covered (especially credit creation and layered money) was until I started my recent internship at &lt;REMOVED FOR PRIVACY&gt;. The foundation you built for understanding markets—especially that class where you talked about credit creation and what happens to stocks and treasuries when more loans get taken out—has been incredibly helpful.<br/><br/>The knowledge from your class has actually let me start conversations about crypto and stablecoins with some of my colleagues who&#39;ve been in high finance for over two decades. I&#39;ve been able to explain where Bitcoin gets its value and what stablecoins actually are. When they asked questions like what Bitcoin&#39;s market cap really means, I could talk about UTXOs and explain concepts like Bitcoin&#39;s realized value.<br/><br/>This class really inspired me and honestly might even change the career path I end up taking. But above everything else, being able to actually transact Bitcoin in class was lowkey cool (not gonna lie, best thing ever)—it felt so much different than just reading the tech docs for the protocol.<br/><br/>Thanks again for such an eye-opening semester!&#34; 2025-07-30T14:37:04Z https://nostr.now/nevent1qqswryq5436xagmv4lpmkwuss7kc4u0hess4y3wvvza4c8fmrt7qy2gzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z29gwqwr In reply to <a href='/nevent1qqszk2wzjrdxpqyt6y6sx6kh6v6uwv78wpdrajseqfa58rqayklx8pgpzemhxue69uhhyetvv9ujuurjd9kkzmpwdejhgtv2kru'>nevent1q…2kru</a><br/>_________________________<br/><br/>I think the wealthy class is already well aware. In fact I know professional athletes and many are bitcoiners. 2025-07-29T17:35:58Z https://nostr.now/nevent1qqsq3q0lurlxj4se4d27ynmqkja4582fkpnu7v4atlwpngrs6cyckdqzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z28ym8zh No Twitter on my phone for about a year now. Life much better. More attention on my family when I’m with them. Scrolling was causing neck pain on the side I hold my phone. Inner peace is the way. I still tweet from the desk and wish my business model didn’t depend on social media promo so much, but alas. <br/><br/>GM, count your blessings! 2025-07-29T13:14:04Z https://nostr.now/nevent1qqsggwt3fxc96mrtzhn5c6g7uc302wxckcxx3mzaep9yyfpatzlepgszyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2axdaup GOOD MORNING<br/><br/>BOOK SIGNING <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub1key55ax33gkl50uqemvl4khrtqrhzm7wzpc7fhseutt5ddkcwcrqgxlt3h" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>PUBKEY</span> (<span class="italic">npub1key…lt3h</span>)</a></span> NYC AUGUST 5TH<br/><br/>BOOK SIGNING <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub1cxyr9w0dwkjxs7svmwjlg4veqp9uzw0qvwux0c0554lqzw5ut48qrahz6x" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>PresidioBitcoin</span> (<span class="italic">npub1cxy…hz6x</span>)</a></span> SF AUGUST 14TH<br/><br/>SEE YOU THERE!<br/><br/>COUNT YOUR BLESSINGS! 2025-07-28T13:58:47Z https://nostr.now/nevent1qqsp0uax5dq2kuhrrd8tl35px487j6509uk03rvrqcl2zl0axzzlx3gzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2g6fhcj I was pleasantly surprised at how much I enjoyed the conference. Usually not a fan of such enormous crowds, but this experience was defined by high quality people, from individuals, to couples, to professionals. Incredible to meet some of you in person. Beyond blessed!<blockquote class="border-l-05rem border-l-strongpink border-solid"><div class="-ml-4 bg-gradient-to-r from-gray-100 dark:from-zinc-800 to-transparent mr-0 mt-0 mb-4 pl-4 pr-2 py-2">quoting <br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Article"><a itemprop="url" href="/nevent1qqs0dl98pl3q63f8l9mt2rzsvj5urkms30l72z6yx2ruwurks5y0uqchaz657" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1">nevent1q…z657</a></span> </div> 🚨NEW VIDEO🚨<br/>Bitcoin 2025 Recap: What the Crowd Proved, What the Price Shows<br/><a href="https://youtu.be/NFXOCwzYOGc">https://youtu.be/NFXOCwzYOGc</a><br/><br/>Nik recaps Bitcoin 2025 in Las Vegas—where the energy wasn’t about price hype, but real-world adoption, corporate treasury interest, and global legitimacy. </blockquote> 2025-05-31T05:19:56Z https://nostr.now/nevent1qqszakgtcj0jvlppvr9k7d5ngcljz4zvfkyarwp8dn6f5pscjspxqagzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2gzxsaf Money don’t make you solid,<br/>it just makes you 10 times more of the person you are before you got it 2025-05-14T00:06:08Z https://nostr.now/nevent1qqsr6z4qdcspf9glar20shlpycc5wakq2vral5ndrax0k8kj5ntengszyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2uuzrd7 Extremely high signal episode with Dines on dollar recycling in China being replaced by gold purchases. Also, how the Eurodollar system is impacted by tariffs. <br/>nevent1qqs0pxy9q46xc3hc3nspkurk2gxnkz09usypmfjylwf5wkr0k2pqxsspzemhxue69uhky6t5vdhkjmn9wgh8xmmrd9skcrwmpfm 2025-05-01T12:20:56Z https://nostr.now/nevent1qqs2qxcuy8ksumdxe9uuka7lnsct25mq4c9lmajalhdjn47flxtzgrqzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z27vw4e4 this year, going long Treasuries might have gotten a trader or two fired<br/><br/>next year, there will be asset managers fired for not locking in 5% Treasury yields during 2023<br/><br/>market shifts are much easier seen in hindsight 2023-10-23T15:38:21Z https://nostr.now/nevent1qqsyhm5y368p0c76amyuuxrrpxlgd0karn06fehca2qy3n0mvymn3qszyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2d6wmad there rates go ↗️<br/><br/>and the Treasury deluge hasn’t even really quite started<br/><br/>ever seen the crowding out effect in action?<br/><br/>Q4 shaping up to be a wild one! 2023-09-21T00:33:15Z https://nostr.now/nevent1qqsd9yxth7y2rmd5g42xp69qvf7l3fzdskl0cffhn3l25snwzvathnczyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z23eantn midterm tonight…don’t show my students <img src="https://image.nostr.build/c77460b38c853076545cedf2ce23dc0ac68b9706804184c1581eb866907948cb.jpg"> 2023-09-12T15:45:28Z https://nostr.now/nevent1qqs90a3h0kss0wplxw7z4fekdq67749myzx8yx0lla2qggrkf0qwwfszyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z297c34l In reply to <a href='/nevent1qqsg9lrdjq4ldtzgx3xv4nx42jjjt9jkhsp5klm8snnxt4hccnm3vrq38khl2'>nevent1q…khl2</a><br/>_________________________<br/><br/>No, new Treasury issuance isn’t new money itself, it’s new debt. Only the Fed and banks can create new money through QE or loans. 2023-05-15T14:19:06Z https://nostr.now/nevent1qqswdh6qswqrpc6ssrn3nmg3pa4s82p3tkmcu0e55g2vg753ee43y5gzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z25twqjm While many obsess over the debt ceiling fight, markets ponder what an agreement will bring in terms of liquidity drain, as the Treasury refills its general account at the Fed. Money used to buy T-bills means money not hitting the system elsewhere (until govt spends it). We wait. 2023-05-15T13:57:48Z https://nostr.now/nevent1qqsymx6edej4detmc9r9m62cwk275qqr4lt3whn0lnr9qtq2j0h4sygzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z277zl9d REGIME SHIFT<br/><br/>something we have been watching closely<br/><br/>the chart shows how strongly positive the correlation is now between 10-year Treasury yields and stocks<br/><br/>when yields head lower, it won&#39;t be supportive to stocks as it was last year <img src="https://nostr.build/i/nostr.build_dcae2edd7406221d355e96d5e3a7028a34775f4aa8704f09f07b3dcf10b47345.jpeg"> 2023-04-20T15:50:09Z https://nostr.now/nevent1qqsptufzxu77wma0vlz22pd5nw6a3rczpffpjmr2n2ysgp8xkhltezqzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2fph4uk Everywhere you look, it’s dedollarization. Headlines and narratives, of course. Because on the ground and within the banking system, it seems that all anybody wants is dollars. How realistic is dedollarization, though? Not very, especially when you look at the hard numbers. In today’s free post, we’ll explore how hopes of a euro-, yuan-, or gold-centric monetary system are intangible. We’ll also explain how bitcoin adoption is the only competitor with promising, albeit early, momentum. <br/><br/>Bitcoin’s adoption trend calls into question any momentum the euro, yuan, or gold might have in challenging the dollar. The dollar remains dominant and entrenched, but the internet’s currency is just beginning to strengthen its running legs. Let’s see before how long it enters a full sprint.<br/><br/><a href="https://thebitcoinlayer.substack.com/p/dollar-challengers-euro-yuan-gold">https://thebitcoinlayer.substack.com/p/dollar-challengers-euro-yuan-gold</a> 2023-04-19T13:52:57Z https://nostr.now/nevent1qqs2l9eqj0mvg54jhg8shzauxvq5jcyfr74mz7scmeu4mnurqjjepqqzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2lmt77q The reason I started a substack in the first place, September 2021, was that I was generally sick of relying on twitter to reach readers<br/><br/>Here’s our latest update, all weekly updates are free to everybody! <a href="https://thebitcoinlayer.substack.com/p/objects-in-the-mirror-are-closer">https://thebitcoinlayer.substack.com/p/objects-in-the-mirror-are-closer</a> 2023-04-08T15:04:36Z https://nostr.now/nevent1qqs27an6p0kt3d30z3trg4wfhkqwp88rdu74tawy5tdhh6zfg5edqvqzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2ga2h66 Banks under fire for more than poor hedging and low-interest deposit rates. JPMorgan and Deutsche Bank are both being sued by Epstein accusers.<br/><br/>Just published &#34;Jamie Dimon to be interviewed under oath in Epstein sex trafficking case&#34; for #[0]​ <a href="https://thebitcoinlayer.substack.com/p/jamie-dimon-to-be-interviewed-under">https://thebitcoinlayer.substack.com/p/jamie-dimon-to-be-interviewed-under</a> 2023-03-31T07:14:15Z https://nostr.now/nevent1qqspfz3yqgke76cy08ukl29cavf0zefnx8ce7le2a7v9kd8aev54w4qzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z28qzym9 In reply to <a href='/nevent1qqs9tec8tc4ww8v6xc89fjsxwvn7s0r4j9pxs8gx8er0pk5w9l3pd5cyv9emv'>nevent1q…9emv</a><br/>_________________________<br/><br/>You have a gift sir! We are are grateful for your ability to explain the future before most can see it. 2023-03-11T02:56:16Z https://nostr.now/nevent1qqsfrucy8nz6kurypvapc437l5xt6lfhyz5lxjmejkdcsr28v7wex6czyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z20g60gg To give you a sense of just how differently the front end and long end of the yield curve are behaving. <br/><br/>2s are 13 bps ABOVE their levels from Thursday 3/2, six days ago. <br/><br/>10s are 10 bps BELOW their 3/2 levels. <br/><br/>Expectations are firm for higher policy rates, followed by lower rates. 2s trade with a 5 handle, yet 10s struggle to stay above 4%. It shows the unwillingness of investors to part with their Treasuries despite the higher discount rates. <br/><br/>This is typical late cycle fixed income market behavior. 2023-03-08T23:00:13Z https://nostr.now/nevent1qqst7j5l5jaf6vw9fwyvfvn9c4es2g2zwqa985qhw9y7a2pphkngjqqzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2wgvamp In reply to <a href='/nevent1qqs8q86c22zzyftxxvfdwr7ykgv5lnpu2y4qzvw69apfqt2z6mu484gk0aafa'>nevent1q…aafa</a><br/>_________________________<br/><br/>Should be out tomorrow! 2023-03-08T00:09:27Z https://nostr.now/nevent1qqstterg7cw69rwrkzazpj00sqwjzl3vg7nnkt5yl80pukp6mevykvgzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2surx8y Just on here zapping myself from my Wallet of Satoshi to my ZBD lnurl #[0]​ <br/><br/>Lightning 🤝 Nostr 2023-03-07T22:56:54Z https://nostr.now/nevent1qqsve67kwyusm9kx72ay28anhchrvcgt0fvlzrjl38k4kkctwml99hgzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z2aevp3h High spot inflation in Europe should be a net positive for the euro as ECB must address price instability. Dollar will weaken which should ease financial conditions.<br/><br/>Separately, a close eye on ISM Manufacturing coming up this morning to gauge any contraction in the US economy. 2023-03-01T14:27:44Z https://nostr.now/nevent1qqsxnjka85vr8e2mg9pksl2f8fzwfaqnjzts4txu4hdldyms3pnxr4gzyqpmtyl08k23q265hhlhwu5pxxnu8007jqrmpwfv6lz26jsqy80z28ty4gx Lightning Network is the captain now 2023-02-27T20:57:21Z