Advertise on podcast: Less Noise, More Signal

FULL EPISODEhttps://youtu.be/sNqkyYtCpfcDISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkCLIPFrance won’t default, and according to Jeroen Blokland, that’s exactly the problem. He explains why France has become Europe’s weakest link, why the ECB may ultimately be forced to step in, and why that strengthens the case for scarce assets like gold and Bitcoin.SUPPORT⚡️LNMS on Lightning: [email protected] ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p💵https://donate.stripe.com/9B600k5Tscv...Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L…LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack....🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn🎧 LNMS on Apple: https://tinyurl.com/4apksnyn🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p🌐 LNMS Website: https://www.lessnoise-moresignal.com/📖 Bitcoin Book: https://www.amazon.de/dp/1967693013SOCIALS Follow on X👉 https://x.com/pahuegFollow on Nostr 👉 https://primal.net/pascalFollow on LinkedIn 👉 / pascal-huegli

FULL EPISODEhttps://youtu.be/sNqkyYtCpfcDISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkCLIPWhy do governments need inflation, and who ultimately pays the price? Jeroen Blokland explains why debt-driven economies increasingly depend on inflation and why holding cash and bonds could quietly destroy your purchasing power.SUPPORT⚡️LNMS on Lightning: [email protected] ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p💵https://donate.stripe.com/9B600k5Tscv...Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L…LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack....🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn🎧 LNMS on Apple: https://tinyurl.com/4apksnyn🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p🌐 LNMS Website: https://www.lessnoise-moresignal.com/📖 Bitcoin Book: https://www.amazon.de/dp/1967693013SOCIALS Follow on X👉 https://x.com/pahuegFollow on Nostr 👉 https://primal.net/pascalFollow on LinkedIn 👉 / pascal-huegli

MEMBERSHIPS Become a premium member on YouTube and Spotify for early access and bonus content. Join now! DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODE EPISODE Jordi Visser, a macro investor, shares insights on how AI, Bitcoin, and tokenization are reshaping markets, macroeconomics, and the future of finance. This episode explores the implications of technological innovation on global liquidity, government debt, and investment strategies. Follow Jordi Visser 👉https://x.com/jvisserlabs https://substack.com/@visserlabs SUPPORT ⚡️LNMS on Lightning: [email protected] ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00 Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7. LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/ 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn SOCIALS Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/ CHAPTERS 00:00 Intro 02:41 AI's Rapid Impact on Business Setup 03:14 Current Macro Environment and Yields 06:38 Europe's Economic Outlook and Challenges 11:02 Tokenization's Impact on M2 and Liquidity 12:00 The Future of Digital Economy and Asset Valuation 13:49 AI's Role in Productivity and Growth 15:41 AI, Taxation, and Government Revenue 17:07 Bitcoin's Role as a Digital Store of Value 18:04 Bitcoin and Ideological Narratives 19:59 AI and Competition in the Digital Economy 21:57 The Future of Tokenized Assets and Value Capture 24:08 Moats, Innovation, and Market Dynamics 25:35 Agentic Compute and Exponential Growth 26:49 Liquidity, Tokenization, and Asset Valuation 29:49 The Evolving Definition of Money 31:59 The Digital Economy vs. AI Native Economy 36:06 Taxation, Government Spending, and AI 37:30 Job Creation, Profit Margins, and AI Disruption 40:06 Market Sentiment, Policy, and AI Adoption 42:08 Tokenization of Real Assets and Market Implications 45:04 Understanding the Value of Blockchain Networks 47:59 The Impact of AI on Market Structure and Hedge Funds 52:02 How to Invest in the AI Trade 54:52 Crypto Rails and AI Adoption 57:53 The Future of Digital and Tokenized Assets 01:02:02 Managing Overwhelm in the Age of AI 01:05:10 Preparing for the Agentic Future and Personal AI 01:07:55 Resources for Building Personal Agents 01:11:06 The Long-Term Outlook for Bitcoin and AI Disclaimer The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice. The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural people only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded. Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

FULL EPISODEhttps://youtu.be/RULO7SHpJcsDISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkCLIPIf Ethereum isn't a company, how should you value it? Lucas introduces “flow intensity,” a framework designed to measure Ethereum's economic activity against its own historical baseline instead of forcing traditional cash-flow models onto ETH. In the sample he presents, the model called Ethereum's direction over the following six weeks 76.4% of the time, or 12 out of 15 windows.SUPPORT⚡️LNMS on Lightning: [email protected] ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p💵https://donate.stripe.com/9B600k5Tscv...Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L…LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack....🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn🎧 LNMS on Apple: https://tinyurl.com/4apksnyn🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p🌐 LNMS Website: https://www.lessnoise-moresignal.com/📖 Bitcoin Book: https://www.amazon.de/dp/1967693013SOCIALS Follow on X👉 https://x.com/pahuegFollow on Nostr 👉 https://primal.net/pascalFollow on LinkedIn 👉 / pascal-huegli

MEMBERSHIPS Become a premium member on YouTube and Spotify for early access and bonus content. Join now! DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODE EPISODE In this episode, Jeroen Blokland shares his insights on macroeconomic trends, investment strategies, and the role of Bitcoin and gold in a changing financial landscape. Discover how to navigate Europe's economic challenges and protect your wealth. Follow Jeroen Blokland 👉https://x.com/jsblokland SUPPORT ⚡️LNMS on Lightning: [email protected] ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00 Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7. LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/ 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn SOCIALS Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/ CHAPTERS 00:00 Intro 02:33Meet Jeroen Blokland and his investment philosophy 04:26 Managing portfolios in a debt-driven world 07:26 The emergent break and risk management strategies 09:23 The Blokland Funds: Assets and strategies 11:08 The importance of avoiding fiat currencies 13:16 Defining quality stocks based on empirical research 17:04 The risks of bonds and fiat in a rising inflation environment 20:55 The impact of inflation and interest rates on savings 22:27 European fiscal policies and future challenges 27:50 The future of Europe and strategic considerations 34:14 Protecting wealth through rebalancing and precious metals 43:20 The Great Rebalancing book and practical advice 49:28 Bitcoin's role in modern portfolios 52:35 Closing remarks and where to find more about Jeroen Disclaimer The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice. The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural people only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded. Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

FULL EPISODE https://youtu.be/RULO7SHpJcs DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk CLIP Ethereum price targets range from roughly $2,000 to as high as $250,000. Lucas argues that the massive spread exists because investors are trying to force Ethereum into valuation frameworks that simply don't fit. He explains why company-style valuation breaks, why “ultrasound money” is more meme than model, and why ETH may be better understood as a commodity used to power a digital economy. lucas-pascal SUPPORT ⚡️LNMS on Lightning: [email protected] ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://donate.stripe.com/9B600k5Tscv... Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L… LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.... 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 SOCIALS Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 / pascal-huegli

MEMBERSHIPSBecome a premium member on YouTube and Spotify for early access and bonus content. Join now!DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODEEPISODEIn this episode, Lucas from Magic E shares his innovative approach to valuing Ethereum, exploring its demand, usage, and the challenges of traditional valuation methods. Discover how Ethereum's network activity can be a key indicator of its true value and what future developments might mean for investors. Follow Lukas Doennig 👉https://x.com/LDuennes 10% off the report: https://www.majorkeycapital.com/ethereum/report?code=SIGNAL&utm_source=podcast&utm_medium=video&utm_campaign=pascal-oct26 SUPPORT⚡️LNMS on Lightning: [email protected]₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/🎧 LNMS on Apple: https://tinyurl.com/4apksnyn🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p🌐 LNMS Website: https://www.lessnoise-moresignal.com/📖 Bitcoin Book: https://www.amazon.de/dp/1967693013🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4znSOCIALSFollow on X👉 https://x.com/pahuegFollow on Nostr 👉 https://primal.net/pascalFollow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/CHAPTERS00:00 Intro02:55 Introduction to Ethereum's Evolution and Usage02:12 Lucas's Background and Research Focus04:10 Challenges in Valuing Ethereum07:04 The Concept of Flow Deviation09:58 Ethereum's Network Demand and Usage Patterns14:10 Ethereum's Revenue and Fee Analysis17:00 Impact of Network Upgrades and Scaling19:46 Ethereum's Adoption and Market Position24:59 Valuation Challenges and Models29:51 Future Outlook and Scaling Strategies35:05 Conclusion and Key TakeawaysDisclaimerThe publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice. The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural people only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded. Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

TBL & LNMS Collaboration MEMBERSHIPS Become a premium member on YouTube and Spotify for early access and bonus content. Join now! DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODE EPISODE In this episode, Johan Bergman and Pascal Hügli analyze the current Bitcoin market, macroeconomic factors, and the influence of options data, providing insights into potential future movements and macro trends. Follow Johan Bergman 👉https://x.com/johanmbergman SUPPORT ⚡️LNMS on Lightning: [email protected] ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://buy.stripe.com/9B600k5Tscv33U... Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L.... LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.... 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn SOCIALS Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 / pascal-huegli CHAPTERS 00:00 Introduction and market overview 02:03 Bitcoin's resilience amid macro uncertainties 04:00 Market structure reset and leverage capitulation 06:48 Options market signals and October outlook 10:08 Analyzing Bitcoin's rally and return metrics 15:00 Technical indicators and macro environment 19:57 Options skew and market sentiment 24:53 Macro risks in Europe and global outlook 29:58 The role of macro data and yields 34:53 European macroeconomic tensions and debt issues 39:51 The macro environment and Bitcoin's future Disclaimer The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice. The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural people only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded. Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

FULL EPISODE https://youtu.be/6X5gy_f-9es DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk CLIP Rising yields aren't the danger most investors think they are, according to Douglas Padgett. But that doesn't mean markets are safe. He explains why the macro backdrop remains supportive while the S&P sits historically above his fiscal-flow fair value. With September tax drains and fiscal seasonality approaching, Douglas explains why he'd rather raise cash than chase the market higher. SUPPORT ⚡️LNMS on Lightning: [email protected] ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://donate.stripe.com/9B600k5Tscv... Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L… LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.... 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 SOCIALS Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 / pascal-huegli

MEMBERSHIPS Become a premium member on YouTube and Spotify for early access and bonus content. Join now! DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk EPISODE Bitcoin is back in bullish territory. But there’s a problem: liquidity is turning down, the market is pricing more Fed hikes, and macro should theoretically be working against Bitcoin. So why is BTC still moving higher? In this update, I break down the key technical and on-chain signals suggesting Bitcoin’s bear market may be ending, the crucial $78K–$80K area to watch, continued ETF demand, and the surprising red signal coming from our liquidity model. We also look at the bigger macro question: are markets pricing too many rate hikes? If oil and inflation expectations reverse, those hikes could quickly get priced back out — potentially turning today’s macro headwind into Bitcoin’s next major tailwind. Could Bitcoin already be front-running the next liquidity shift? SUPPORT ⚡️LNMS on Lightning: [email protected] ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://buy.stripe.com/9B600k5Tscv33U... Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L.... LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.... 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn SOCIALS Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 / pascal-huegli Chapters: 00:00 Introduction and Market Overview 02:08 Market Value to Realized Value and Bear Market Signals 04:20 Price Recalibration and Key Support Zones 06:34 Macro Headwinds and Liquidity Cycle Indicators 09:32 Historical Context of Rate Hikes and Bitcoin 11:16 Oil Prices, Geopolitics, and Market Impact 12:38 Geopolitical Risks and Market Strategies 13:55 Inflation Expectations and Yield Curve Dynamics 14:21 Interest Rate Expectations and Market Outlook 15:11 Closing Remarks and Future Developments Disclaimer The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice. The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural people only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded. Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

FULL EPISODE https://youtu.be/6X5gy_f-9es DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk CLIP Trump wants lower rates and a booming economy. Douglas Padgett argues those goals fundamentally contradict each other. In this conversation, he explains why higher rates can actually add income to the economy, stimulate lending, and support growth rather than simply suppress it. He also makes the provocative case that today's higher-rate environment helped fuel the explosion in AI investment and innovation. SUPPORT ⚡️LNMS on Lightning: [email protected] ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://donate.stripe.com/9B600k5Tscv... Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L… LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.... 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 SOCIALS Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 / pascal-huegli

MEMBERSHIPS Become a premium member on YouTube and Spotify for early access and bonus content. Join now! DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODE EPISODE In this episode, Douglas Paget, a macro researcher and founder of Applied MMT, shares his insights on modern monetary theory, the current macroeconomic landscape, and implications for markets and policy. We explore how government spending, interest rates, and fiscal policy influence the business cycle and asset prices. Follow Douglas Padgett 👉 https://x.com/mmtmacrotrader SUPPORT ⚡️LNMS on Lightning: [email protected] ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00 Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7. LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/ 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn SOCIALS Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/ CHAPTERS 00:00 Intro 02:16 The mechanics of government borrowing and spending laws 07:21 The influence of government and fiscal policy on the business cycle 10:28 Historical context of fiscal deficits and economic growth 15:12 Asset allocation: stocks, bonds, and commodities in macro context 16:10 The role of the Fed and market expectations on yields 20:26 Control over the yield curve and interest rates 22:16 Japan's rate policy and implications for the US 24:36 The income channel and its effect on the business cycle 27:01 Policy tools to influence long-term interest rates 29:42 The trade-off between low rates and economic growth 32:08 Implications of high government spending and inflation 35:01 Market signals, flow dynamics, and seasonality effects 37:47 Short-term macro outlook and risks to assets 40:08 Seasonality, fiscal cycles, and market stability 43:24 Inflation, oil prices, and the real economy 45:02 The impact of technological innovation and productivity 47:23 Philosophical and political considerations of macroeconomic policy 49:23 Historical lessons from deficits, bubbles, and crises 50:23 Closing remarks and investment strategies in macro context Disclaimer The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice. The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural people only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded. Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

FULL EPISODEhttps://youtu.be/5miw9cE3r2ADISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkCLIP Stablecoins may be much more than a crypto story. Izabella Kaminska argues they could help the US preserve global dollar dominance while bringing control over the underlying Treasury assets back onshore. And if stablecoins begin paying competitive yields, they could threaten one of the banking system’s most valuable remaining advantages: cheap deposits.SUPPORT⚡️LNMS on Lightning: [email protected] ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p💵https://donate.stripe.com/9B600k5Tscv...Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L…LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack....🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn🎧 LNMS on Apple: https://tinyurl.com/4apksnyn🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p🌐 LNMS Website: https://www.lessnoise-moresignal.com/📖 Bitcoin Book: https://www.amazon.de/dp/1967693013SOCIALS Follow on X👉 https://x.com/pahuegFollow on Nostr 👉 https://primal.net/pascalFollow on LinkedIn 👉 / pascal-huegli

TBL & LNMS CollaborationMEMBERSHIPSBecome a premium member on YouTube and Spotify for early access and bonus content. Join now!DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODEEPISODEAI is getting powerful enough to attack Bitcoin infrastructure. But could the same AI revolution also make Bitcoin more valuable? In this episode, Johan Bergman von The Bitcoin Layer and Pascal Hügli from Less Noise More Signal unpack the Liquid exploit, Bitcoin’s “Great Hardening,” and why AI could fundamentally reshape cybersecurity. Then They flip the thesis: the massive AI investment boom may actually strengthen the case for Bitcoin as the ultimate AI trade. They also break down where Bitcoin stands right now, why the four-year cycle may finally be dead, and the key levels that could decide what comes next: $70K, $80K and $90K. Is Bitcoin still in a bear market, or are the bears running out of time? Follow Johan Bergman 👉https://x.com/johanmbergmanSUPPORT⚡️LNMS on Lightning: [email protected]₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p💵https://buy.stripe.com/9B600k5Tscv33U...Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L....LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack....🎧 LNMS on Apple: https://tinyurl.com/4apksnyn🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p🌐 LNMS Website: https://www.lessnoise-moresignal.com/📖 Bitcoin Book: https://www.amazon.de/dp/1967693013🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4znSOCIALSFollow on X👉 https://x.com/pahuegFollow on Nostr 👉 https://primal.net/pascalFollow on LinkedIn 👉 / pascal-huegli CHAPTERS00:00 Introduction to the episode and guests02:01 Exploring the Liquid network and its vulnerabilities04:03 Details of the Liquid hack and how it was executed05:47 The role of federated models and multi-sig in crypto security07:49 The impact of AI on cybersecurity and potential future threats10:07 Humility and resilience as key traits in crypto development11:49 The importance of layer one robustness and security14:02 The ongoing war in cybersecurity and the role of white hat hackers16:01 Insights into the Liquid hack and potential return of stolen BTC17:55 The accelerating pace of AI development and its market implications20:11 The significance of AI IPOs and groundbreaking models21:51 Jensen Huang's statements and the arrival of AGI24:09 The connection between AI, government spending, and Bitcoin25:58 Macroeconomic trends: bond yields, inflation, and growth27:49 The AI trade as a macroeconomic and investment theme29:57 Bitcoin's technical levels and market outlook31:55 The potential end of the four-year cycle in Bitcoin33:47 Bitcoin as a non-management asset and its resilience35:46 The importance of network effects and innovation in Bitcoin37:57 Macro policy, interest rates, and their impact on markets39:59 Liquidity, debt, and the role of government in the economy41:55 The evolving landscape of macroeconomic risks and opportunities43:54 The importance of probabilistic thinking in market analysis46:01 The role of Bitcoin and gold as safe assets in uncertain times47:58 Short-term market levels and key technical indicators50:12 The significance of the 80K level and market validation51:58 Market patterns, cycles, and the concept of bear market uptrends53:52 Long-term outlook for Bitcoin and macro trends55:46 Final thoughts on macro, Bitcoin, and future developmentsDisclaimerThe publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice.

MEMBERSHIPSBecome a premium member on YouTube and Spotify for early access and bonus content. Join now!DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODEIs the Bitcoin bear market already over? In this market update, we break down the signals that matter most right now: Bitcoin reclaiming key technical levels, short-term holders taking profits, institutional demand returning, improving sentiment, and the macro backdrop that could decide the next major move. We also look at why $60K may already be behind us, what still needs to happen before a new bull market is confirmed, and whether MSTR’s weakness against BTC is actually a warning sign.SUPPORT⚡️LNMS on Lightning: [email protected]₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9pStripe: https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack....🎧 LNMS on Apple: https://tinyurl.com/4apksnyn🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p🌐 LNMS Website: https://www.lessnoise-moresignal.com/📖 Bitcoin Book: https://www.amazon.de/dp/1967693013🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4znSOCIALSFollow on X👉 https://x.com/pahuegFollow on Nostr 👉 https://primal.net/pascalFollow on LinkedIn 👉 / pascal-huegli CHAPTERS00:00 Introduction and Bitcoin Liquid Network Update00:29 Upcoming Video with Johan Bergmann on Bitcoin Layer01:19 Bitcoin Market Overview and Macro Context02:11 Valuation Approaches for Bitcoin02:39 Macro Factors: Oil Prices and Central Bank Policies03:08 Impact of Oil Prices on Inflation and Monetary Policy04:03 Long End Yields and Market Expectations05:28 Liquidity and Market Volatility Indicators07:22 Liquidity Model Insights and Market Conditions08:18 Growth, Inflation, and Risk Asset Outlook09:12 Potential Market Scenarios Based on Growth and Oil10:08 Correlation Between Oil, Gold, and Bitcoin11:06 Technical Support and Resistance Levels for Bitcoin12:28 Bitcoin's Moving Averages and Historical Patterns14:16 On-Chain Analysis: Investor Behavior and Profit-Taking17:36 Sentiment Indicators and Market Psychology20:21 Market Narrative and Sentiment Shifts22:23 Tracking BTC inflows into leveraged products24:12 Performance comparison: MSTR vs BTC26:33 Market outlook and investment strategiesDisclaimerThe publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice. The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural people only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded. Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.