Big picture guy | Manager of the World’s #1 Performing Multi-Strategy Hedge Fund (Vailshire Partners LP) in 2024 (per BarclayHedge database) | Physician (Radiologist; retired) | MBA (finance) | Christ-follower | Bitcoin is better money for a better world I generally don’t respond to DMs.
Public Key
npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l Profile Code
nprofile1qqst0xtvrqlqxm0j0qpfgkuqh0wgkzl4judkvgdgd0e4d8pnyytlqlgpz4mhxue69uhkummnw3ex2mrfw3jhxtn0wfnszxnhwden5te0wfjkccte9ehhg6r9wfehgatxvchxv7tfpkff42
Show more details
Published at
2025-03-19T22:32:04Z Event JSON
{
"id": "b5890b1c6da61012f7eea3f9e5a8cefe066f12288a727c8a9c6790e7c68494b3" ,
"pubkey": "b7996c183e036df27802945b80bbdc8b0bf5971b6621a86bf3569c332117f07d" ,
"created_at": 1742423524 ,
"kind": 0 ,
"tags": [],
"content": "{\"nip05\":\"[email protected] \",\"lud16\":\"[email protected] \",\"display_name\":\"Dr. Jeff Ross\",\"name\":\"DrJeff\",\"picture\":\"https:\\/\\/m.primal.net\\/MxNf.jpg\",\"banner\":\"https:\\/\\/m.primal.net\\/MwGF.jpg\",\"website\":\"https:\\/\\/www.youtube.com\\/@DrJeffRoss\",\"lud06\":\"\",\"about\":\"Big picture guy | Manager of the World’s #1 Performing Multi-Strategy Hedge Fund (Vailshire Partners LP) in 2024 (per BarclayHedge database) | Physician (Radiologist; retired) | MBA (finance) | Christ-follower | Bitcoin is better money for a better world \\n\\nI generally don’t respond to DMs. \"}" ,
"sig": "b8f5162eeebac08714c872ed3d395cbb14e1874dfbb00883734bffcd22c21e08226fd3fae7d00b1db9ff8eb445ec0f704a469a08e374b31084c6e70b684ac32a"
}
Last Notes npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff How’s the 2025 Las Vegas Crypto Bros and Pandering Politicians Conference going? npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff I utterly loathe people who make such wildly hyperbolic and irresponsible statements. #nevent1q…t35n npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Might disappear again. See you (maybe) in late June or July at $140k to $160k or so. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff UPDATE: 👀 Remember early April 2025? When bitcoin was ~$83k and the world was in a panic? Let’s review how we did as Bitcoiners… “#bitcoin, as priced in US dollars, continues to show remarkable strength during this *anticipated* period of consolidation since its 20-Jan-2025 high.” ✅ “As the green line shows, we continue to see a series of higher lows IN SPITE OF EXTREME MARKET UNCERTAINTY AND FEAR.” ✅ “This is exceedingly bullish behavior.” “Could the price break down temporarily to the $70k-75k range?” ✅ “Of course.” ✅ “But I would view this as an incredible short-term buying opportunity... and, importantly, I am not expecting this to happen.” ✅ “Based on M2 global liquidity and sharp movements in the US dollar, I still anticipate new all-time highs for bitcoin sometime between mid-May and mid-June 2025.” This is not a flex but, rather, an admonition to follow the liquidity. nevent1qqs8aw7lf2kgf5hevfuz03a22vg36q8perq8qcnsg07h3vc4t9ay03cpzfmhxue69uhk7enxvd5xz6tw9ec82cs8y6hhu npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff 🤝 npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff For your reference: This is the 100-year chart of the S&P 500 in #gold terms that I allude to in my recent interview with @nprofile…fgqg https://blossom.primal.net/7e70763b45dcb11e1c98f1399c3a874bb7e48e026fa8667a3e84fe8366adaeca.png This "30,000 foot view" of the secular peaks and troughs of US asset financialization is incredibly telling... and critical to grasp. History does not repeat... but it does rhyme. Based on this chart, I think the closest correlate with where we are in the current cycle is approximately 4Q 1972. Question: If, in 4Q 1972, you could invest for the ensuing 10 years in either: - US financial assets (including stocks, bonds, and real estate) OR - International equities and hard assets (including bitcoin and gold) ...which would you choose? I'm not telling anyone what to do. But I am encouraging you to consider where we are--economically-speaking--and, importantly, where we are headed. Onward and upward. #nevent1q…h4uk npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff PSA: If you are heavily invested in US assets... including stocks, bonds and/or real estate... then you should probably take a listen to this recent interview with @nprofile…fgqg The major secular trend has already started... and few are ready for the necessary shift away from over-financialized US assets and to hard assets (like bitcoin and gold) and international equites. Give it a watch/listen and let me know your thoughts below! https://www.youtube.com/watch?v=rPLe5gfblLM npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Today’s UnitedHealth Group fraud allegations only further confirm how broken, deceptive, and decrepit is the US “healthcare” system. Big insurance, big pharma, big agriculture, and the federal government collude to create a highly lucrative and patient harming network. It’s despicable and disgraceful. It cannot be saved by political means. A hard reboot to free market principles and the provider-patient relationship are desperately needed. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Contrary to popular belief among fiat brains… Despite its forever fixed supply, there will always be enough bitcoin available for anyone who wants or needs it. The only variable is the price they will pay for each sat. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff US-centric financialization -- peaks and troughs S&P 500 (#SPX) vs #Gold Don't ignore the powerful and highly significant trends. The world is changing. Save & invest accordingly. #Bitcoin #FourthTurning https://m.primal.net/QVDM.png npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Pro tip: Increasingly ignore the increasingly obsolete. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Shout-out to @nprofile…u7e3 also, who has been ahead of most (including me) on these important monetary and geopolitical paradigm shifts. I neglected to mention her fantastic work and foresight in my original post (below). As I've stated several times in the past, her newsletter probably provides the highest signal-to-price ratio in the financial industry. **Strong recommend** #nevent1q…05n8 npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Thanks. We’ll see how long it lasts. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff STRONG OPINION: Bitcoin has clearly entered the global Store of Value phase. US magacap technology stocks will slowly lose their SoV status (which they’ve enjoyed since 2009) over the coming 10-15 years. Everything that is good for gold is 10x to 100x good for bitcoin. #nevent1q…t4mu npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Great post. ⚡️ npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff For your ongoing consideration... 👀 - Sept 1930 - May 1971 - Aug 2001 - Dec 2024? Sound money + Hard assets vs. Stocks + Financialized assets Portfolio managers take heed. #Gold #Bitcoin https://m.primal.net/QMHz.png npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff I’ve been in full-recluse mode lately, trying to wrap my head around the massive monetary and financial shift that is currently underway… along with its geopolitical ramifications. The only other macro person I hear talking about it is Darius Dale, so I recently resubscribed to his research service. *Strong recommend* In short, it’s becoming increasingly clear to me that we (may) have just entered a period of long Global Hard Assets vs short US-based financialized/fiat assets, similar to the 1930s, 1970s, and 2000s. The investment implications are profound and, likely, long-lasting. 🍿 #FourthTurning npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Previously slated for 2026, it appears that the current administration's policies are pulling the future #recession into the present. This may distort the four-year cycles of which we have grown accustomed. Which may also effect the *expected* price action of macro assets... especially #bitcoin (in fiat currency terms). We are living in interesting times. Adapt accordingly. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff What I'm watching... 👀 The U.S. Bond Market Option Volatility Estimate (MOVE) index is currently spiking, suggesting increasing instability in the Treasury markets. The Federal Reserve and, especially, Jerome Powell have remained complacent about the U.S. economy and the FOMC's "neutral" positioning. However, the Bond Vigilantes disagree with this complacency... and will likely force the Fed's hand to act dovishly in the near future. #QE incoming. 🍿 https://m.primal.net/QIbF.png npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff GM. Although I have been thoroughly enjoying my break from social media, I thought I would post a quick update on the #Bitcoin magical line chart. OPINION: #bitcoin, as priced in US dollars, continues to show remarkable strength during this *anticipated* period of consolidation since its 20-Jan-2025 high. As the green line shows, we continue to see a series of higher lows IN SPITE OF EXTREME MARKET UNCERTAINTY AND FEAR. This is exceedingly bullish behavior. Could the price break down temporarily to the $70k-75k range? Of course. But I would view this as an incredible short-term buying opportunity... and, importantly, I am not expecting this to happen. Based on M2 global liquidity and sharp movements in the US dollar, I still anticipate new all-time highs for bitcoin sometime between mid-May and mid-June 2025. Could I be wrong? Of course. But this remains my highest probability expectation, even (and especially) IN SPITE OF EXTREME MARKET UNCERTAINTY AND FEAR. I hope this commentary helps. Back to my break from social media. Onward and upward. https://m.primal.net/QEJk.png npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Take some initiative… or life will pass you by. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Unplug. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff I would have recommended that #GME buy a significant supply of #bitcoin first with a part of their $4.5B+ as a treasury reserve asset, but here we are. Otherwise, they will likely follow the #MSTR playbook to a tee. Milking the public bond and equity markets to buy #bitcoin... You love to see it. I'm here for it. Onward and upward as Bitcoin consumes Wall Street from the inside out. https://seekingalpha.com/news/4425452-gamestop-announces-proposed-private-offering-of13b-of-convertible-senior-notes npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Both asset classes are very sensitive to liquidity… so I’m not looking for a significant divergence. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff WARNING: THIS IS NOT A BITCOIN-RELATED POST. READER BEWARE. Some notable equity position "sells" in Vailshire Partners LP hedge fund in recent days/weeks: - #AAPL - #GOOGL - #MSFT - #NVDA - #QQQ - #TSLA In general, the so-called #MAG7 stocks are rolling over and losing momentum after years of outperformance. Whether or not they bounce and regain their dominance among equities in the near future remains to be seen. Until their upward momentum resumes, they will ride the proverbial pine on my fund's watchlist. Onward and upward. ⚡ npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff CONFUSED ABOUT THE US ECONOMY? HERE'S WHY. A fantastic chart from Hedgeye and Bloomberg, depicting the strong divergence of Hard and Soft data. The actual ("hard") data--especially in the form of "economic surprises" (to the upside or downside)--have been steadily improving since mid-March 2025. Meanwhile, the sentiment ("soft") data has fallen off a cliff since late January 2025. LESSONS: - To succeed as an investor and/or saver, learn to place facts over feelings. - Trust the hard data... not histrionic, politcally-motivated opinions. - Invest in the future, not in the present or (especially) the past. https://m.primal.net/PuAV.png npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Two important observations: 1. The 5-Year CAGR of #bitcoin is clearly diminishing over time. 2. For the foreseeable future, bitcoin's CAGR is likely to far outperform that of most, if not all, other major asset classes. #nevent1q…fjc8 npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff 🤝 npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff GM. Don’t zap me. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff GM #nostr family. ☕️ Save in #bitcoin. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff "You are designed to see glory, and to be much satisfied by it." - John Piper npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Great chart. ⚡️ npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff As for me, I now like the stock. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Higher. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff UPDATE: An epic, textbook breakout for #MSTR. I don't make the rules... just observations. 👀 Onward and upward. ⚡ https://m.primal.net/Psxc.png #nevent1q…z0s2 npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff I haven’t watched it yet. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff The 2024 financial audit is finally complete. 👀 For Vailshire Partners LP hedge fund (which I personally manage), the 2024 total (net) return after Performance Allocation to the General Partner was: +198.85% 🔥 Per the BarclayHedge database of funds, Vailshire Partners LP was the #1 performing fund in the world for 2024. Shout out to #Bitcoin and congrats to the clients (LPs) of Vailshire! Onward. ⚡ **(Not a solicitation to invest. Limited partners must be accredited investors and qualified clients.) https://m.primal.net/Psan.png npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff GM #nostr family. ☕ Don't feed the system that feeds off of you. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Welcome to #nostr! npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Can confirm that #nostr is the future. ⚡️ #nevent1q…j5d8 npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Nice. 🍻 npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Thanks for listening npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Paradigm shift. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff I assume so. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff That’s a lot of leverage on a highly volatile underlying asset npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff What I'm watching... 👀 A major upside breakout underway for #MSTR or nah? Either way, I'm here for it. 🍿 (Note: As a leveraged bitcoin proxy, MSTR tends to slightly front-run bitcoin itself.) Onward. https://m.primal.net/Plhp.png npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Slight dovish tilt... "Beginning in April, the Committee will slow the pace of decline of its securities holdings by reducing the monthly redemption cap on Treasury securities from $25 billion to $5 billion. The Committee will maintain the monthly redemption cap on agency debt and agency mortgage-backed securities at $35 billion." - FOMC Statement, March 19, 2025 npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff 40x levered degen trading of bitcoin into today's FOMC statement and Powell presser. You love to see it. 😂 🤦♂️ #nevent1q…cr7x npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff It’s a possibility. I’ll definitely be watching for any changes. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff 🤝 npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Amazing progress. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff The delayed effects of massive dollar strength into mid-January 2025 are coming to an end. Economic surprises should start moving from bad to less bad. This is bullish. #Bitcoin--the world's freest market--will be among the first assets to respond accordingly. https://m.primal.net/PlTL.png npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Few understand that the United States is the #1 subsidizer and exporter of Malnutrition- and Obesity-Related Illnesses (#MORI). Honest mistake? Or by design? npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Yes. 🤝 npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff GM #nostr family. ☕ Defund and downsize central planners. #Bitcoin npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Vailshire Partners LP npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff It’s definitely possible, especially with tomorrow’s FOMC meeting and the Powell presser. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff What I'm watching... 👀 The #MSTR chart continues to look clean. Demarcated with magical lines and technical points of interest (blue arrows). For infotainment purposes only, obviously. Onward. https://m.primal.net/PkTS.png npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Ty. Much appreciated! npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff GM #nostr family. ☕ Don't believe the "official" data, as presented by traditional media. (See below for a pertinent example.) 👀 #nevent1q…qdvy npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff In 2024, our fund returned 198.85% (net of all fees). We outperformed the "Top" Bloomberg hedge fund by 162.75%... lol npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff lol… Bloomberg needs to get their facts straight. Look up Vailshire Partners LP on BarclayHedge data base. #nevent1q…a0yj npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Accurate. ⚡️ npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff As for me, I like the corn. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff 👀🍿 #nevent1q…m6t6 npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff I know that I'm not supposed to show charts with magical lines and other TA nonsense ("astrology for men")... But here we are. 👀 #MSTR might pop-off... and soon. 🚀 I don't make the rules. I just draw the magical lines. Also, I am wrong a lot. So do not take any of this infotainment seriously. Onward. 🍿 ⚡ https://m.primal.net/PjQi.png npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff March 18th, per @npub1s5y…6q7z npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff UPDATE: Atlanta Fed GDPNow real GDP estimate for 1Q 2025: -2.1% (updated March 17, 2025) Tariff uncertainty + removal of massive fiscal stimulus continues to take its toll on the *otherwise strong* US economy. The data is what it is. Onward. ⚡ https://m.primal.net/PjIR.png npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Thanks for the feedback. Enough people have expressed interest in listening to the shows on @nprofile…jsy9, so I’ll continue uploading them. Onward. #nevent1q…dsv3 npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Not a single normie yet understands that sats are pure purchasing power units. #Bitcoin is international energy money. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff To be very clear, I don't want your pity zaps. I'm only posting this because several people asked me to upload my shows to Fountain. Time is precious... and I hate wasting it to do things that don't provide value to others. #nevent1q…n0gn npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff I’m sure glad I spent a couple of hours last weekend uploading recordings on my live streams to @nprofile…esl8 lol… 🤦🏻♂️ In a value-for-value world, it’s humbling to know that I provide exactly Zero value, based on sats and suppporters. 😂 https://m.primal.net/Piyb.jpg npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Uniquely inelastic, decentralized, and secure, #Bitcoin is international energy money. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff GM #nostr family. ☕️ Perspective: - God is God. Therefore: - Bitcoin is not God. - Government is not God. - AI is not God. - You are not God. Respond accordingly. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff It doesn’t much bother me. I have many friends and colleagues who are far away from me on the political spectrum. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff There will be signs. https://m.primal.net/PhMK.jpg npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff PSA: This would be a good day to unfollow me. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Per YouTube analytics: One month in to my low budget, non-advertiser, just for fun Live Stream infotainment channel: - 9 live stream videos - 47,800 total views - 3,052 subscribers - 270k impressions I have no end goal with this project and may stop doing the live streams at any time... but it's fun to see the "humble beginnings" metrics in real time. Onward. ⚡ https://www.youtube.com/@DrJeffRoss npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Episode #9: Market Tantrum Almost Over? I felt compelled to record another live stream with my updated #macro views... and how they related to #bitcoin and risk assets. TL;DR - The economic and market-based tantrums are almost over. - Many tech stocks and bitcoin at oversold levels. - Highly enthusiastic about #bitcoin at current price levels. - Increased monetary easing around the world. - The bull market hasn't even begun... but it's coming (very) soon. This episode was live streamed to @nprofile…gn5a and YouTube, and will be uploaded shortly to Spotify and @nprofile…cgkr . Here's a link to the show, in case you missed it: https://www.youtube.com/watch?v=IBhDQAACorQ&t=2993s npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff I am unchanged on my view of economic strength and monetary support of most international (ex-US) economies. Regarding my pessimism of the US economy based on the abrupt regime change... I think that the effects were amplified by the recent US dollar surge into mid-January... that markets have now reached bearish extremes... that the US economy is strong enough to not fall into a sustained recession despite the withdrawal of fiscal support... and that economic surprises will predominantly be to the upside going forward. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff The episode should be released on March 18, per @nprofile…2yq4 SPOILER ALERT: - Forward-looking #macro indicators look favorable, reflecting the US dollar (“wrecking ball”) finally breaking lower in mid-January. - Two month delayed effects of dollar strength are coming to an end. - Global M2 rising. - US and international economies strengthening. - Central banks are easing, nearly across the board. - I am extremely bullish. - The #bitcoin bull market hasn’t even started yet. - I am loading up in my fund for an expected return to strength. - Just my take. Never individual investment advice. #nevent1q…7s97 npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff GM #nostr family. ☕️ (Purchasing) Power to the People. #Bitcoin npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff As Bitcoin circular economies multiply and grow, they will eventually become The Economy… as in the world’s economy. As this parallel reality increases over time, then government fiat currencies, and their associated economies, will literally cease to exist. The future is already here, but only a few people yet realize it. Until they do, help build and support Bitcoin circular economies. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff It's confusing during the fiat-to-Bitcoin transition period. But someday the dollar won't exist. The sooner we start thinking solely in bitcoin terms (not btcusd), the sooner a worldwide Bitcoin standard will become a reality. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Individual, companies, and exchanges can use whatever unit of account they wish. In the US, and much of the world, the US dollar is the primary unit of account. Bitcoin, as you know, is a distinct and better form of money. While it is difficult to accomplish in the current transition period--with both government fiat currencies and Bitcoin--it is not impossible to price everything in bitcoin (not BTCUSD) terms. As bitcoin (not BTCUSD) markets and exchanges grow, bitcoin will increasingly be known and used as the world's preeminent UoA. The businesses that figure this out and implement it will be among the first to benefit from it. I strongly believe that, in the coming decades, all goods and services and businesses and stocks will be priced solely in bitcoin... not in USD or btcusd. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Not BTCUSD… which is ultimately just priced in USD. Priced in bitcoin. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff When the Left is in power, they shut down and criminalize the Right. When the Right is in power, they shut down and criminalize the Left. This should not be… and is a terrible precedent. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff You hate to see it. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff No fiat. Everything—all metrics—priced in bitcoin. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Serious question: Who is building a public stock exchange that is (appropriately) priced only in #bitcoin? This is inevitable… and accomplishing this will be extremely lucrative to the individual or group that figures it out in the coming years. Bitcoin Stock Exchange > New York Stock Exchange npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff This is great, Trey. I did similar work last summer and came up with the same 8% "rule" for Bitcoiners. A word of caution, some pro-Bitcoin financial planners on X think that this is "reckless" and "irresponsible" ... which was very surprising to me when I shared my thoughts publicly. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Good stuff! npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Recording another of @Preston's Mastermind discussions this evening, so I’m holding off on my own low budget videos for now. 😂 npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Recording the next (quarterly) Mastermind discussion this evening with @nprofile…nsfz, @nprofile…p7y9, and @nprofile…zepv … which is always a good time. We already have much to talk about, but what would you like us to touch on? Comment below. 👇🏼 npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Maybe. But I’m certainly not sitting on the sidelines waiting for it. npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff UPDATE: The most interesting #bitcoin magical line chart. 👀 Talking points: ✅ The initial red wedge--which suggested a coming break-out and explosion in volatility--was transgressed to the downside on February 24. ✅ The thin green (lower) line suggested that the series of higher lows would continue--and generally held true on down days, including February 28, March 10, March 11, March 12, and March 13. This is a type of BULLISH consolidation. ✅ Added descending thick red line and thick green lines to reveal POSITIVE DIVERGENCE in price/RSI AND price/global M2 terms. THIS IS BULLISH, and suggests that the next MAJOR move will be to the upside. OPINION: I remain generally BEARISH on the US economy and related (small-/mid-cap) equities in the near-term, while remaining generally BULLISH on global assets for the foreseeable future... especially bitcoin. Magical lines and chart TA are for infotainment purposes only. Just my thoughts. You do you. https://m.primal.net/PeTK.png npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff The irony… #nevent1q…8p0z npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff (Purchasing) Power to the People. Defund and downsize DC 🇺🇸, the EU 🇪🇺, and the PRC 🇨🇳. Peacefully. #Bitcoin npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff WARNING: This is an imposter account (of me). Please report it and absolutely do not click on or respond to any links or offers! #nevent1q…h2fu npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l DrJeff Short sellers getting wiped today.