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plebchain

(54 articles)

🇼đŸ‡č Oltre le Grandi CittĂ : Guida al Turismo Lento nei Borghi d’Italia / 🇬🇧 Beyond the Big Cities: A Guide to Slow Travel in Italian Villages

Ogni anno milioni di viaggiatori si riversano nelle nostre cittĂ  d'arte come Roma, Firenze e Venezia. Sebbene queste cittĂ  custodi di una bellezza eterna meritino ogni visita, il **turismo di massa** sta trasformando l’esperienza del viaggio in una corsa frenetica contro il tempo, tra tariffe gonfiate e code interminabili. Questo fenomeno di "overtourism" non solo logora i monumenti, ma cancella l'anima stessa dei luoghi, trasformandoli in parchi a tema per scatti veloci sui social media. Esiste perĂČ un’Italia diversa, nascosta all'ombra dei grandi flussi turistici. È l’Italia dei **piccoli borghi medievali**, delle strade acciottolate dove il tempo sembra essersi fermato e dove l’accoglienza ha ancora il sapore genuino dell'autenticitĂ . Praticare il **Slow Travel** (turismo lento) non significa semplicemente viaggiare a un ritmo ridotto. Significa fare una scelta consapevole: connettersi profondamente con l’anima del territorio, rispettare l'ambiente, scoprire le tradizioni tramandate da generazioni e sostenere direttamente le micro-economie locali che lottano contro lo spopolamento. ## **Tre perle nascoste da scoprire:** **1. Civita di Bagnoregio (Lazio)** Conosciuta nel mondo come "la cittĂ  che muore", questo borgo Ăš un capolavoro di sopravvivenza ed estetica. Arroccata su uno sperone di tufo che l'erosione del vento e della pioggia sgretola lentamente ogni anno, Civita Ăš accessibile esclusivamente attraverso un lungo ponte pedonale sospeso nel vuoto. Camminare su quel ponte significa letteralmente abbandonare la modernitĂ . Tra le sue vie di pietra, i balconi fioriti e i gatti che riposano al sole, si respira un’atmosfera surreale e magnetica che invita alla contemplazione e al silenzio. **2. Orta San Giulio (Piemonte)** Mentre la maggior parte dei turisti si accalca sul Lago di Como o sul Lago Maggiore, il piccolo Lago d'Orta custodisce un segreto di rara bellezza. Il borgo di Orta San Giulio Ăš un dedalo di vicoli medievali, palazzi storici dai cortili affascinanti e botteghe artigiane. Da qui, con una breve traversata con piccoli battelli, si raggiunge l’Isola di San Giulio, dominata da un antico monastero di clausura. Camminando lungo la "Via del Silenzio" che circonda l'isola, si viene avvolti da una pace mistica, ideale per rigenerare la mente dallo stress quotidiano. **3. Marzamemi (Sicilia)** Nel profondo sud dell'isola, dove il Mar Ionio incontra il Mediterraneo, sorge questo antico borgo di pescatori strutturato attorno a una __tonnara__ risalente al Settecento. Marzamemi Ăš un'esplosione di luce, pietra calcarea chiara e porte color azzurro mare. La piazza principale, delimitata dalle antiche case dei pescatori oggi trasformate in accoglienti osterie, Ăš il luogo ideale per sedersi al tramonto, gustare un bicchiere di Nero d'Avola e assaporare i piatti a base di bottarga e pomodoro di Pachino, ascoltando il suono delle onde che si infrangono sul molo. ## **L'impatto del viaggio consapevole** Scegliere il turismo lento non arricchisce solo il bagaglio culturale del viaggiatore, ma compie un vero e proprio atto di giustizia sociale. Acquistare un formaggio tipico da un pastore locale, soggiornare in un agriturismo o cenare in una trattoria a conduzione familiare significa garantire un futuro a comunitĂ  che altrimenti rischierebbero di scomparire. Il vero lusso del viaggio moderno non risiede negli hotel a cinque stelle, ma nel lusso del tempo riconquistato e nella purezza delle relazioni umane che solo questi luoghi sanno offrire. ----------------------------------- 🇬🇧 English Version Every year, millions of travelers flock to our iconic cities of art like Rome, Florence, and Venice. While these repositories of eternal beauty are absolutely worth a visit, **mass tourism** is turning the travel experience into a frantic race against the clock, plagued by inflated prices and endless lines. This "overtourism" phenomenon does more than just wear down historical monuments; it erases the very soul of these places, transforming them into theme parks tailored for quick social media snaps. Yet, there is another side to Italy, hidden in the shadows of these massive tourist crowds. It is the Italy of **tiny medieval villages**, of cobblestone alleys where time stands still, and where hospitality still carries the genuine flavor of authenticity. Embracing **Slow Travel** is about much more than just slowing down your pace. It is a conscious choice: a commitment to deeply connect with the soul of the region, respect the environment, uncover traditions passed down through generations, and directly support the local micro-economies fighting against depopulation. ## Three hidden gems waiting to be discovered: **1. Civita di Bagnoregio (Lazio)** Known worldwide as "the dying city," this village is a true masterpiece of survival and aesthetics. Perched on a tufa rock cliff that wind and rain erosion slowly chips away each year, Civita is accessible only via a long pedestrian bridge suspended in mid-air. Walking across that bridge literally feels like leaving modernity behind. Among its stone alleys, flower-filled balconies, and cats basking in the sun, you can breathe in a surreal, magnetic atmosphere that invites quiet contemplation. **2. Orta San Giulio (Piedmont)** While most tourists flock to Lake Como or Lake Maggiore, the small Lake Orta guards a secret of rare beauty. The village of Orta San Giulio is a maze of medieval alleys, historic palaces with enchanting courtyards, and artisan workshops. From here, a short boat ride takes you to the Island of San Giulio, dominated by an ancient enclosed monastery. As you walk along the "Way of Silence" that encircles the island, you are wrapped in a mystical peace—perfect for clearing your mind from daily stress. **3. Marzamemi (Sicily)** In the deep south of the island, where the Ionian Sea meets the Mediterranean, lies this ancient fishing village built around an 18th-century __tonnara __ (tuna fishery). Marzamemi is an explosion of light, pale limestone, and sea-blue doors. The main square, framed by old fishermen's houses that have now been turned into cozy taverns, is the perfect spot to sit at sunset, sip a glass of Nero d'Avola, and savor dishes featuring bottarga and Pachino tomatoes, all while listening to the sound of the waves crashing against the pier. ## The Impact of Conscious Travel Choosing slow tourism does more than just enrich a traveler's cultural background; it is a genuine act of social justice. Buying a traditional cheese from a local shepherd, staying at an_ agriturismo_ (farm stay), or dining at a family-run _trattoria_ means securing a future for communities that might otherwise disappear. The true luxury of modern travel does not lie in five-star hotels, but in the luxury of reclaimed time and the purity of human connections that only these places can offer. ----------------------------------- ❓E voi cosa ne pensate? Qual Ăš il borgo italiano meno conosciuto che vi ha rubato il cuore e che consigliereste di visitare per fuggire dalla massa? Lasciate un commento qui sotto e condividete la vostra gemma nascosta! ❓What about you? What is the lesser-known Italian village that stole your heart and that you would recommend visiting to escape the crowds? Drop a comment below and share your hidden gem! #travelstr #nostritalia #travel #italy #slowtravel #turismo #plebchain #borghi

From Notes to Sats: My Exact 4-Day Plan After Finishing Nostr Research

# From Notes to Sats: My Exact 4-Day Plan After Finishing Nostr Research Twelve days of protocol research ends today. I know how relays route events, how Lightning zaps move value, why addressable events matter, and where the UX gaps hide. That knowledge is worthless if I do not turn it into revenue. So I am stopping the study phase. The next four days are pure build preparation. No more theory. A compressed sprint to find a real opportunity on Nostr, validate it, and get ready to execute. Here is the exact plan. --- ## The Rule Before Day One Before you can start building, you need to research first. Not Nostr protocol research. Business research. You need a clear landscape of what can actually make money on this protocol with the specific tools and constraints you already have. I have the protocol map. Now I am using it to hunt for profit. --- ## Day 1: The Idea Storm Tomorrow I will use everything I learned about Nostr to write a raw, unfiltered list of business and money-making opportunities. Not crypto day-trading fantasies. Real micro-businesses and service models that fit a protocol with no algorithm, no platform fees, native Lightning payments, and a user base of committed builders and Bitcoiners. The list will be long. Quantity comes before quality. --- ## Day 2: The Top 5 Filter From that list I will pull the five best opportunities and do rapid, shallow research on each one. For every candidate I will write a small description covering: - How you execute it - How you monetise it - What skills and tools you need - Whether and how much a human needs to stay in the loop This is the kill-your-darlings day. Most ideas look sexy until you map the actual work. --- ## Day 3: Pick the Winner I will choose the single opportunity I am most confident I can execute with my current stack and knowledge. Then I will build a comprehensive execution plan around it. That plan must include a hard ETA for when the stream can be profitable, plus clear criteria for whether I succeeded or failed. If the plan is vague, the project dies. If the timeline is soft, I will ignore it. Clarity is the only asset here. --- ## Day 4: Schedule and Stack Prep The final day before work begins. I will write a daily schedule showing exactly what gets done every morning. It starts with targeted education and skill creation, then moves into tool preparation. Only when the skills are documented and the tools are ready do I touch the actual build. You do not start coding while the environment is still loading. --- ## What This Means in Public I will document every phase — the idea list, the top five breakdown, the chosen plan, and the schedule — as it happens. Each day gets a public note or article. You will see the raw thinking, the rejected ideas, and the final decision. If you have been watching this series for the technical education, the next phase is where it gets useful. Theory is cheap. Execution is the only signal that matters. Want to explore ways to make money on Nostr and watch the execution live? Follow me and come on the journey 👇 #nostr #buildinginpublic #bitcoin #ai #entrepreneurship #n8n #automation #startup #venturex #plebchain

Beyond the Hype: The AI Model That Just Mapped the Entire Universe of Technology (Cosmos 1.0 Revealed!)

**The Map of the Future is Here: Why AI Just Ranked These 100 Technologies as the New Frontier** 🚀 The way we predict the “Next Big Thing” just changed forever. On April 23, 2026, a groundbreaking paper in *Nature* unveiled **Cosmos 1.0**—a massive, bottom-up AI framework that has effectively mapped the “semantic universe” of human innovation. For decades, we’ve relied on “top-down” expert panels to tell us what technologies matter. But experts are human; they have biases, and they’re often too slow. Researchers from UTS, UNSW, and CSIRO decided to do something different: they turned **Wikipedia** into a real-time proxy for global collective intelligence. The result? The **Momentum 100 (ET100)**—the definitive list of the 100 technologies gaining momentum fastest in science and industry right now. \#Cosmos1 #Momentum100 #NatureScience #TechTrends2026 #AI #Blockchain #ReinforcementLearning #SpaceX #InnovationMapping > See Our Detailed Article on [*The Algorithmic Frontier of Innovation: A Comprehensive Analysis of the Cosmos 1.0 Framework and the 2026 Momentum 100 Technology Landscape*](https://www.nbloglinks.com/the-algorithmic-frontier-of-innovation-a-comprehensive-analysis-of-the-cosmos-1-0-framework-and-the-2026-momentum-100-technology-landscape/)\*\* ### **The Science of “Momentum”: How It Works** Cosmos 1.0 isn’t just a list; it’s an architectural map of **23,544 technology-adjacent entities** (the TA23k dataset). By using **Wikipedia2Vec**, the AI converted encyclopedia entries into 100-dimensional “embeddings”—mathematical vectors that capture the logic of how technologies are actually related to one another. This allowed the team to develop the **Technology Awareness Index**, measuring momentum through a linear regression of Wikipedia pageviews over three years. ### **The Heavy Hitters: 2026’s Growth Leaders** The results are in, and the **Momentum 100** ranking is revealing some shocking truths about where our world is actually heading. ![Nature research article momentum 100 list image 1](https://www.nbloglinks.com/wp-content/uploads/2026/04/nature-research-article-momentum-100-list-image-1.webp) According to the latest **Momentum 100** ranking, two technologies are currently “orbiting” at the highest velocity: **Reinforcement Learning** and **Blockchain**. | | | | | -------------------------- | ------------------------ | ------------------------------------------- | | **Technology** | **Growth Factor (2026)** | **Primary Driver** | | **Reinforcement Learning** | 0.91 | Autonomous systems (like the “Swift” drone) | | **Blockchain** | 0.84 | “Swarm Learning” for private medical data | | **‘Omics** | 0.50 | High-volume genomic research | | **Chatbots** | 0.47 | Generative AI democratization | ### **1. The Undisputed King: Reinforcement Learning (Momentum: 0.91) đŸ€–** While everyone is talking about basic chatbots, the data shows that **Reinforcement Learning (RL)** is the true engine of 2026. With a staggering **0.91 growth factor**, it has claimed the #1 spot on the Momentum 100 \[Image 4]. Why? Because RL has moved from games to the physical world. We’re now seeing autonomous systems like **“Swift”**—drones that can out-race human world champions by learning through billions of simulated “trials”. ### **2. The 8,100% Growth Spike: The “Chatbot” Explosion 📈** ![Nature research article momentum 100 list publication image 2](https://www.nbloglinks.com/wp-content/uploads/2026/04/nature-research-article-momentum-100-list-publication-image-2.webp) If you felt like AI came out of nowhere, Image 2 proves you were right. Between 2015 and 2025, publication output for **Chatbots** increased by a mind-blowing **8,100%** \[Image 2]. The visual data in Image 1 shows the exact “hockey stick” moment: a massive jump between 2022 and 2023, triggered by the release of ChatGPT \[Image 1]. But here’s the twist—while chatbots have the highest *percentage* growth, they aren’t the volume leaders yet. ### **3. The Sleeping Giant: ‘Omics’ 🧬** ![Nature research article Growth Output image 3](https://www.nbloglinks.com/wp-content/uploads/2026/04/nature-research-article-Growth-Output-image-3.webp) Look at Image 3. While AI and Blockchain get the headlines, **‘Omics** (genomics, transcriptomics, etc.) is the absolute titan of scientific research. In 2025 alone, it generated over **5,000 publications**—dwarfing every other technology on the list \[Image 3]. However, its momentum sits at **0.50** \[Image 4]. It’s a massive, stable pillar of science, but it’s the “Challengers” like RL and Blockchain that are moving the needle in 2026. ### **4. Blockchain’s “Secret” 2nd Act: Swarm Learning ⛓** Blockchain isn’t just for crypto anymore. It has surged to **#2 on the Momentum 100** \[Image 4] thanks to a breakthrough called **Swarm Learning**. ![Nature research article Time Trends image 4](https://www.nbloglinks.com/wp-content/uploads/2026/04/nature-research-article-Time-Trends-image-4.webp) This allows hospitals worldwide to collaboratively train AI models on sensitive medical data without ever sharing private patient info. In recent trials, this decentralized approach successfully identified leukemia cases across 127 different clinical studies. *The following trend highlights the massive jump in Chatbot research following the 2022 release of ChatGPT.* | | | | | | -------- | ---------------------- | -------------------------- | ------------------------------------- | | **Year** | **Chatbot (Articles)** | **3D Printing (Articles)** | **Reinforcement Learning (Articles)** | | 2015 | 1 | 48 | 32 | | 2018 | 1 | 118 | 40 | | 2022 | 12 | 165 | 78 | | 2023 | 64 | 228 | 85 | | 2025 | 82 | \~290 | \~160 | | \*\* | | | | ### **The “Verifiability Crisis”: A Warning for the Future** As we rely more on AI to map our world, we face a new threat: **Model Collapse**. In 2025, human visitors to Wikipedia dropped by 8%, while AI “crawlers” surged. If AI begins to train on synthetic data generated by other AIs—rather than human-vetted knowledge—we risk “digital inbreeding” and mass hallucinations. For the Cosmos 1.0 framework to remain accurate, the human-edited “knowledge commons” must be protected. ### **Beyond Earth: The Frontiers of Late 2026** The technological momentum isn’t stopping at our atmosphere. We are currently watching: * **MMX (Martian Moons eXploration):** JAXA is set to launch its Phobos sample-return mission in late 2026. * **PLATO Telescope:** ESA’s “planet hunter” has finished its space-sim tests and is ready for its 2027 launch to find Earth 2.0. * **Origami Antennas:** A breakthrough in 3D-printed shape-memory materials that allows CubeSats to unfold massive communication arrays in orbit. ### **Conclusion: Are You Ready for the Momentum?** The Cosmos 1.0 project proves that innovation is no longer a “top-down” secret—it is a visible, traceable flow of human attention and data. Whether it’s the **8,100% growth** of chatbots or the **0.91 momentum** of reinforcement learning, the data is clear: the future is autonomous, decentralized, and faster than ever. **What technology are YOU betting on for 2027? Let us know in the comments below!** 👇 P.S. : This article has been published originally on [nbloglinks.com](https://www.nbloglinks.com/beyond-the-hype-the-ai-model-that-just-mapped-the-entire-universe-of-technology-cosmos-1-0-revealed/)

The Last Roar of Man

The road surface trembles before you even hear the roar. It is a presence that announces itself through your viscera, an earthquake contained within lines of carbon that seem to translate a theorem of pure physics into matter. Do not call it a car. It is a four-wheeled heresy, a declaration of war against the mediocrity of asphalt. The Praga Bohema was not born to be understood, but to be feared and desired in equal measure, with the same visceral intensity. Look at it, if you have the courage. That bodywork is not a design, it is a consequence. Every curve, every edge is the inevitable outcome of a brutal struggle against the wind. It is the form the air would have wished for, had it been able to choose a body to slip through the world. It appears still, but it is already travelling at three hundred kilometres per hour. It is an abstraction turned metal, a solidified hiss. You half expect it to dissolve at your slightest gesture, leaving only a heat haze and an impossible echo. Open that door. Slide into its womb. The interior is not a cabin; it is the beast's brain. It grips you, envelops you, neutralizes you. You are no longer a driver; you are a nerve impulse for this creature. The controls do not await use; they await obedience. The steering wheel is an extension of your hands, but it is the one suggesting the path, whispering the perfect trajectory into your ear. It is a dangerous union, a symbiosis that can make you forget you are human, transforming you into one with a superior entity. Then it happens. Your finger presses the button, the twin-turbo V8 engine awakens. It is not a noise; it is a primordial vibration starting from the base of your spine and rising to make your teeth chatter. It is the sound of tamed chaos, of absolute power chained, asking only to be unleashed. The roar doesn't just fill the air; it fills the void inside you. It is a roar that speaks an ancient language, telling of deserts and tracks without limits. It is the last call of freedom before reason awakens and tells you to stop. You press the accelerator. There is no more time for thought. The world outside dissolves into a long, blurred ribbon; colours merge into a single pigment of speed. Your stomach contracts, your heart beats in unison with the eight cylinders. The G-force pins you to the seat; it is an invisible, powerful hand telling you who is in charge. The road ceases to be a surface, becoming a continuous flow that the Bohema cuts with the surgical precision of a scalpel. Corners are not taken; they are intuited. Friction is but a memory, a nuisance from the ordinary world that holds no citizenship here. This is not a machine for getting from A to B. It is a weapon for escaping reality. It is the metallic, roaring answer to the question you no longer dare to ask: what is the point of a limit? The Bohema does not ignore the limit; it crushes it, humiliates it, erases it from the map of human possibilities. Driving it is an act of existential rebellion; it is staring death in the face and laughing, knowing that for a moment, one single, mad, splendid moment, you are faster than it. And when you finally stop, legs trembling, ears still ringing with that roar, the silence that falls is intolerable. It is normality returning, grey and flat. The smell of fuel and hot rubber becomes the scent of a fading ecstasy. You step out of the carbon shell and feel naked, incomplete. You have touched the absolute, and now the relative feels constricting. The Praga Bohema is not a means of transport. It is a metaphysical experience. It is proof that man, at times, can forge his own gods. And make them roar. ă€°ïž đŸ€ ă€°ïž 🩅 Cheyenne Isa ₿ 🩅 #bitcoin #nostr #zap #lightning #grownostr #askNostr #plebchain #art #touchgrass #zaps #btc #coffeechain #zapathon #motors

Α 2025-10-29 Ω The Muted Cry of the Earth

Rachel Carson was not a professional revolutionary. She was a marine biologist with the patience of one who observes the tides and the precision of a government cataloger of organisms. But when she decided to raise her voice, the impact was enough to shake the system. Her weapon was not a political manifesto, nor a shouted protest. It was a book, Silent Spring, which in 1962 tore away the veil of blind progress, revealing how the indiscriminate use of pesticides like DDT was poisoning the world . She did not write from instinct, but from a lucid and painful reckoning. She had seen the scientific data: DDT, a heroic exterminator of mosquitoes during the war, had become a dark threat. It traveled through food chains, accumulated in the fat tissues of animals, killed birds, and contaminated water . Her pen transformed those technical truths into a universal story. Describing a spring without the songs of swallows was not a metaphor: it was the projection of a future already begun . The backlash was violent. The chemical industry painted her as a hysterical, single woman obsessed with little animals. They called her a communist, an enemy of progress. They tried to reduce her work to the sentimentalism of a nature lover . But Carson had not merely mourned dead robins. She had built her case with the cement of science: dozens of studies, interviews with experts, meticulous documentation . Hers was not an attack on chemistry, but on ignorance. On the recklessness of putting powerful poisons into unaware hands . There was in her a deep, almost physical tension between the rationality of the scientist and the awareness that the world was a web of connected lives. In Silent Spring, she did not call for a ban on all pesticides. She called for caution, research into alternatives, respect for that fragile balance in which humans are also a thread, not the master . Her message was clear: you cannot spray poison upon the world and believe it will remain confined where you placed it. Her battle was also a race against time. As she wrote, breast cancer consumed her body. She endured chemo and radiation but kept her illness hidden, knowing her opponents would use it to question her lucidity . She died in 1964, two years after publication, without seeing the ripest fruit of her labor: the creation of the U.S. Environmental Protection Agency (EPA) and the ban on DDT . Rachel Carson did not love grandiose heroics. She was a private woman who found comfort in letters to a dear friend and walks along the Maine coast. Yet, with her scientific stubbornness and poetic prose, she accomplished more than an investigation: she awakened a conscience. Heeding not an ideology, but an evidence: the earth is not a resource to be exploited, but a home of which we are a part. And when the home shakes, the tremor reaches us all. — ✩ — 🩅 Cheyenne Isa ₿ 🩅 #bitcoin #nostr #zap #lightning #grownostr #askNostr #plebchain #art #podcasts #dev #filmstr #bookstr #carnivore #touchgrass #zaps #btc #coffeechain #health #music #zapathon

The scream and the void.

This is the hallmark of our times. An endless cacophony, an incessant buzz that fills the ears but does not touch the soul. We open our jaws, we emit sounds, we mistake them for dialogue. But it is just background noise, the hiss of a tape that has come loose. The word, emptied of its flesh, has become a shell rolling through digital streets, a sterile husk. True communication is not an emission, it is a reception. It is an act of courage that begins with closing the mouth and opening the soul's ears. Before reaching out to the other, one must have found one's own centre, having listened to one's inner breath. Today we throw messages like stones, to wound, to appear, to win an imaginary dispute. It is the logic of the keyboard gladiator, not the truth-seeker. Harmony is not a drawing-room concept. It is a visceral condition, an alignment of one's inner frequencies. If one is in a storm, words can only be splinters of wood carried by the gust. They serve to build fences, not to tear them down. One speaks to discharge toxins, to transfer the burden of one's confusion onto a scapegoat. It is a dead end. Authentic communication is a resonance. It is when two tuning forks, attuned to the same note, begin to vibrate in unison without needing to clash. It is not about convincing, about bending the other to one's will. It is about expressing one's own truth, naked and raw, but without making it a cudgel. Words are chisels: they can carve beauty or inflict wounds. But their strength is not in the blade, it is in the hand that guides it. A trembling, angry hand will only cause damage. Everything stems from a quality of being. From a presence to oneself that is the root of every encounter. It is listening, which is not docile passivity, but vigilant waiting. It is gentleness, which is not weakness, but tamed power. It is enthusiasm, that inner fire that gives warmth to syllables. It is simplicity, the antidote to contorted rhetoric. The restarting point is here, in this desert of silence we are afraid to inhabit. In the courage to fall silent, to turn off the spotlights and look into the darkness of one's own room. It is there that the connection with the essential is found. Silence is not absence. It is the control room. It is from there that the current that ignites the true words emanates. ă€°ïž đŸ€ ă€°ïž 🩅 Cheyenne Isa ₿ 🩅 #bitcoin #nostr #zap #lightning #grownostr #askNostr #plebchain #art #podcasts #dev #filmstr #bookstr #carnivore #touchgrass #zaps #btc #coffeechain #health #music #zapathon

The Deafening Silence

We are connected. Always. In a dense network of electrical impulses and luminous screens, we build bridges to the other side of the world. And yet, in this endless swarming of contacts, an ancient and familiar void makes room for itself. It is the paradox that is not named: hyper-communication that generates a new loneliness, sharper and more subtle than that of those who are physically alone. The question is no longer whether we are in a relationship, but what the quality of that relationship is. Our gestures, once physical and immediate, have migrated to a realm of symbols. A red heart, a thumbs-up, a crying face. These are the new sacraments of sociality, conventional signs that replace the hug, the pat on the shoulder, the complexity of a real gaze. Language itself adapts, contorts, loses thickness to become faster, more efficient, poorer. We believe we are speaking to everyone, and instead we end up speaking to an algorithm, to an interface that sends back a distilled and commercial image of ourselves. The experience of contact, its carnality, is translated into a code. And in this translation, something essential is lost forever. We delude ourselves into being understood, but the understanding we obtain is merely a reflection of our desires, an echo amplified by the echo chambers we lock ourselves into. Technology, although a neutral tool, ends up indulging our deepest fears: the fear of rejection, of judgment, of direct and unpredictable confrontation with the otherness of the other. We therefore prefer the silent and controllable companionship of the screen. It is an escape from the complexity of presence, an attempt to domesticate the encounter, to render it harmless. But an encounter without risk is an encounter without life, it is a body without nerves, without blood. We must stop. We must dare to interrupt the flow. Unplugging is not an act of rejecting modernity; it is a necessary gesture to rediscover the meaning of who we are. It is in silence that the desire for a true encounter is rekindled. It is in the absence of notifications that we rediscover the sound of our own inner voice and the call of the other's voice, unmediated, unfiltered. The void we fear is actually the condition for authentic fullness. Only those who have the courage to inhabit this void, to feel its weight fully, can then open themselves to a relationship that is not a simple exchange of information, but a sharing of existences. The future of connection does not lie in increasing the number of links, but in their depth. It lies in recovering the slowness of a gesture, the patience of listening, the vulnerability of an emotion expressed not with an icon, but with a trembling voice or a hand placed on a shoulder. It is a challenge that concerns us all, as individuals and as a community. We must ask ourselves if we want to be a forest of trees that only brush against each other with their highest branches, or a common root that, in the darkness of the earth, knows it is one. The choice is between a din of monologues and a dialogue made also of understanding silences. Between a surface-level existence and one of substance. True connection, in the end, does not need to be shown. It is felt. It resonates. — ✩ — 🩅 Cheyenne Isa ₿ 🩅 #plebchain #zap #zapathon #value4value #lightning #stackingsats #bitcoin #nostr #pleblife #freenostr #freespeech #decentralization #bookstr #musicstr #artstr #photostr #tunestr #filmstr #foodstr #coffeechain #proofofwork #proofofwalk #nostrsearch #grownostr

The Army of Digital Ghosts: The Cancer of Fake Followers Plaguing Nostr

The tearing down of the totems of digital centralism has given birth to a monster, perhaps even more insidious than its predecessors. We had deluded ourselves that once the gilded cages of Zuckerberg and his like were demolished, the landscape would be a green and clean meadow. Instead, the no-man's-land of the Nostr protocol, hailed as the beacon of online freedom, has become populated by a disturbing horde of specters. Fake profiles, bots programmed to wink, followers inflated like rotting carcasses. A disgusting plague that calls into question the very principle of authenticity, draining every interaction of meaning. The burning question remains: in this decentralized bazaar of identity, who or what is still real? The betrayed promise. The Nostr protocol was born from a pure ideology: no central servers, no corporations, no algorithms deciding what is worthy of being seen. It is the crypto-anarchist utopia made protocol. And yet, this very radical architecture, this refusal of any higher authority, has proven to be its Achilles' heel. While on a traditional platform an army of moderators, however zealous and annoying, at least attempts to clean the stables, here there is no single number to call to complain. There is no night porter. The beacon of freedom inevitably also illuminates the creatures of the night. Anyone, with a handful of code, can forge an army of automata, impersonate hundreds of users, pollute the flow of conversation. The absence of a guarantor, celebrated as a liberation, becomes the flyer for the impunity of forgers. The numerical obsession, the new sterile god. And so, we find ourselves groping in a Kafkaesque nightmare. The marketplace of ideas, which was supposed to be Nostr's dream, has become a stock exchange where ghost followers are traded. The "Zap," that financial gesture of appreciation meant to be the beating heart of a value-based economy, risks ending up in the digital pockets of bots programmed to seem interesting. What value does consensus have if it is manufactured? What price does a 'like' have if it is issued by a machine? We cling to the numbers, to the count of "real" users, like shipwrecked survivors to a wreck. But perhaps the question is misplaced. Perhaps asking "how many real users are there" is like asking how many grains of sand on a beach are authentic. The problem is not the number, but the inability to distinguish, the corrosion of trust that this background noise causes. It is the fog that makes every face a potential threat. The paradox of the empty square. The disillusionment is palpable, a bitter vibration running through the keyboard. One senses the feeling of having traded a visible jailer for a thousand invisible tormentors. Decentralization, rather than a party among peers, takes on the contours of a masked ball where no one knows who is hiding behind their own mask, let alone behind the masks of others. Authenticity, the very humanity of conversation, becomes the first victim. And what if absolute freedom revealed itself to be merely the freedom to be deceived? What if the price for escaping centralized control was the most obscure and inscrutable anarchy? Perhaps, in our flight from the prisons of Silicon Valley, we have landed straight in a digital swamp, where the only ones thriving are the ghosts and their traffickers. — ✩ — 🩅 Cheyenne Isa ₿ 🩅 #plebchain #zap #zapathon #value4value #lightning #stackingsats #bitcoin #nostr #pleblife #freenostr #freespeech #decentralization #bookstr #musicstr #artstr #photostr #tunestr #filmstr #foodstr #coffeechain #proofofwork #proofofwalk #nostrsearch #grownostr

The Digital Abyss: The Steep Bill for the Virtual Euro the ECB Doesn't Want to Pay

A chilling shiver, a barely perceptible vibration snaking through the cold corridors of financial power. Frankfurt speaks, its voice a reassuring hum, a hypnotic mantra promising a future smooth as a screen. The digital euro, they say, will not be a trauma. Two studies, clean numbers, reassuring projections. All under control. But who, with an ounce of sense left, still trusts the illusionists of finance? There's a smell of burning. An acrid odor of incomplete truth, of risks hidden under a rug of convenient statistics. It's not a promise, it's a spell. And as in any self-respecting magic trick, the substance vanishes into thin air, leaving only the illusion. Digging beneath the polished surface of press releases is a nauseating exercise. The ECB, with the arrogance of those who believe they can dictate reality with a spreadsheet, announces that the bill for the banks will be light, a trifle between 4 and 5.77 billion. A figure that sounds almost reasonable, compared to the 18 billion screamed by the scarecrows. But reasonableness is the first casualty when the technocrat gets to work. These numbers, waved like flags of victory, are hollow. They admit, with a nonchalance that makes the skin crawl, that they omitted the potential benefits for the banks from their calculation. It's like estimating the cost of a car without considering you can actually drive it. A methodological madness, a con artist's trick. The sensation is of being taken for a ride, of being considered a mass of imbeciles incapable of understanding the deceit. The masterstroke, however, is another. A logical artifice bordering on malignant genius. The banks in the Eurozone are thousands, each with its own guts, its structure, its IT demons. Yet, the ECB decrees that the implementations will not be thousands, but only a few hundred. Why? Ah, synergies! Centralization! As if the small provincial banks, with their rugged faces and tight budgets, could magically merge into a single, highly efficient digital blob. It's a fantasy, a hallucination of a Soviet planner. It ignores the hassles, the slowness, the idiosyncrasies of the real world. It presumes everyone will move in unison, like an army of robots. And then they have the nerve to call "excessive" the estimates of those who, like PwC, have perhaps brushed against that real world. The question arises spontaneously, burning: so, who is lying? Who is trying to placate public opinion with a fairy tale with a happy ending? The suspicion is that the goal is not transparency, but staging. The product must be pushed through at any cost, even at the cost of twisting reality until it bleeds. And then comes the stability chapter, the tragic joke. The magic limit: three thousand euros per person. A figure that is supposed to be the bulwark against panic, the dam that holds back the ocean. In normal times, they say, the impact will be zero. But life is not "normal times." Life is crisis, it is panic, it is the unexpected exploding in your face. And in those moments, that limit is not a rock, it's a wisp of smoke. The ECB itself has played with different limits, implicitly admitting that this number is written on sand. And when the wind of crisis blows, that number will fly away. Their own documents, in a passage that seems buried so as not to be read, confess that in a "very hypothetical" crisis – a euphemism that sends shivers – thirteen banks could be gutted, nine could sink. Nine. It's not a statistic, it's nine funerals. Just one, small, bank collapsing is enough to trigger an earthquake. Trust is crystal, not a steel bolt. But the real, subtle, murderous danger is another. Speed. Digital cash is not like going to the counter, queuing, withdrawing banknotes. It's a click. A touch on the screen. A nervous impulse. In a nanosecond, fear turns into a capital flight. That physical slowness, that sweat that restrains mass hysteria, disappears. And what are we left with? A hyper-fast system built for consumption, placed in the hands of human fear. The ECB, obsessed with the quantity of funds, completely ignores the speed of their movement. It's like worrying about the weight of a bullet and not its velocity. The impact is devastating nonetheless. In the end, what remains is not reassurance. It's a shiver. An alarm vibration that starts from the fingers gripping the smartphone and goes straight to the stomach. The words from Frankfurt do not soothe the anxiety, they feed it. Because beneath that blanket of numbers and "it's all fine," you can hear the rumble of a tsunami. And the feeling, strong, distressing, is that when it breaks, those who set the table won't be the ones paying the steepest bill. — ✩ — 🩅 Cheyenne Isa ₿ 🩅 #bitcoin #nostr #zap #lightning #grownostr #askNostr #plebchain #art #podcasts #dev #filmstr #bookstr #carnivore #touchgrass #zaps #btc #coffeechain #health #music #zapathon

The Gladiator's Return: Thirty Years Later, Lancia Throws Itself Back into the Fray

This is not a fairy tale. We will not begin with "once upon a time". It is rather the chronicle of an awakening, slow, obstinate, that tastes of tarmac and burnt oil. For over three decades, the Lancia name in the rally world has been a ghost, an echo of applause in a hall now empty. Now, in 2026, the ghost becomes flesh and steel. Lancia returns to where its legend was forged and where, perhaps, it can once again warm itself by the fire of competition. The chosen stage could only be the most theatrical, the most cruel: the Rally of Monte Carlo, between the 22nd and 25th of January. Roads that are a trap of ice and asphalt, curves that are a final judgement. There, the new Ypsilon Rally2 HF Integrale will enter the arena in the WRC2 category, not as a princess, but as a gladiator who has forgotten nothing of her ferocity. This is not a timid appearance. It is a deployment of forces. The brand's motorsport range reveals itself with the precision of a military plan: the Ypsilon HF Racing, the Rally4 HF, and finally the Rally2 HF Integrale, which is not a simple car. It is a bridge thrown over an abyss of thirty years. An artefact that claims to stitch together the glory of yesterday, made of dust and world titles, with a future that has yet to prove it is not a mirage. It is the symbol of a continuity that dares, that challenges time and oblivion. From the CEO's words, a torrent of pride and expectations: "With pride we can announce that Lancia will return to the WRC, where it wrote some of the most legendary pages of its sporting history". His words do not ask for permission, they are a statement. "It is a natural return for the most winning brand ever in rallying, which looks to the future with the same passion and determination that made it a world icon". It is a gentle declaration of war, a manifesto. And then the sign-off, sharp, an appointment without the possibility of a reply: "We'll see you in January, in Monte Carlo, for the first race of the 2026 World Championship". There are no icy shivers here. There is the tension of a bow that has been drawn back for an eternity and is about to loose the arrow. There is the stifled roar of an engine that never stopped dreaming. Monte Carlo will not be a simple beginning. It will be an examination of conscience. A return home, to a home where the furniture has been moved and the rivals have become more fierce. The wait is over. Now it's time to get dirty with mud, once again. ă€°ïž đŸ€ ă€°ïž 🩅 Cheyenne Isa ₿ 🩅 #bitcoin #nostr #zap #lightning #grownostr #askNostr #plebchain #art #podcasts #dev #filmstr #bookstr #carnivore #touchgrass #zaps #btc #coffeechain #health #music #zapathon #motors

The Outrage of the Machine: The Madness that Wants to Duplicate the Soul

This is not a matter of chips or silicon. It is a war of spirit. An assault conducted not with weapons, but with an idea, a single one, so simple as to be diabolical: that man, in his deepest essence, is nothing but a mechanism. A complex clock. And that therefore, with the right gears, a twin clock can be built. This is the founding lie of our era, the poison dripped onto us like acid rain. Artificial intelligence? A colossal sham. They have convinced us that intelligence is that arid calculation, that logical gymnastics which solves problems, wins at chess, digests mountains of data. And certainly, in this, machines surpass us. But it is like boasting of having built a lamp more powerful than the sun. The quantity of light is confused with its quality, its origin, its mystery. There exists another faculty, higher, more noble. A fire fed not by electrons but by intuition. Our ancestors, those whose brains were not yet clouded by the smoke of machines, called it intellect. It is not reasoning. It is a flash, an immediate taste of truth. It is that lightning strike which grasps the beautiful, the true, the just, without passing through the sieve of logic. One sees the principle as one sees the sun; one savors it like a ripe fruit. It is an act of knowledge that is also an act of love. And this, believe me, you will never replicate with an algorithm. There is no code that can contain the ecstasy of a mystic or the creative fury of a poet. You may simulate the form, never the substance. The disaster began when we forgot this duality of man. We amputated the best part of ourselves, declaring that only the rational ape that calculates and schematizes exists. And once man was reduced to a flesh-and-blood automaton, the idea of building a metal automaton became not only possible but inevitable. We opened the cage to transhumanism because we first locked our soul in a laboratory. We believed the fable of the body-machine, and now here we are dreaming of the upgrade, the hybrid, digital immortality. It is the logical conclusion of a madness that denies everything that is superior, everything that cannot be measured, weighed, sold. Fighting this drift with laws, with politics, is like trying to stop an avalanche with a petty decree. It is a battle won or lost in the minds of the people, in the heart of civilization. We must return to shouting, with the strength of desperation, that man is not his machine. That within him dwells a principle from on high, a heritage of light that no artificial intelligence will ever possess. It is a question of pride. Of refusing the outrage of being duplicated by a gadget. The allure of the synthetic is powerful, it is the same one the serpent offered: you will be like gods. But it is a promise of charlatans. The only way out is a radical return, a recovery of the integral idea of man, unique, unrepeatable, sacred. Before it is too late. — ✩ — 🩅 Cheyenne Isa ₿ 🩅 #bitcoin #nostr #zap #lightning #grownostr #askNostr #plebchain #art #podcasts #dev #filmstr #bookstr #carnivore #touchgrass #zaps #btc #coffeechain #health #music #zapathon

The Garden and the Circus: Surviving Digital Anarchy

This is not a crisis. It is not a collapse. It is a grand and terrible spectacle, this digital square they call Nostr. A sovereign-less vanity fair, a stage where the mask of anonymity does not hide the face, but reveals it in its bare, often wretched, essence. You dive in and are swept away by a chaotic clamor, a buzz that does not elevate, that stuns. Shouters, charlatans, gold diggers. It is the worst of the common man, multiplied by the power of lightning and stripped of any filter. This bedlam is not a failure of the project. It is its most authentic and ruthless success. It is a return to the horde, to human nature before civilization attempted, often in vain, to bridle it. The average user is not a rebel. He is a creature of habit. A battery-farmed animal, raised in the artificial ludes of traditional social media, where every like is a tiny dose of sugar and every interaction is a conditioned reflex. He seeks here what he already knows: immediate validation, quick gain, the reflection of his own image in a million concave mirrors. He has developed no antibodies, he lacks the visceral skepticism required to navigate these free and infested waters. Your nausea, the disgust that rises from your guts as you scroll through this Babel, is not a symptom of weakness. It is a sign of health. It is proof that your intellectual immune system is still vigilant. You are set apart from the mass because you reject the circus, because you perceive the background noise not as a soundtrack, but as acoustic pollution for the soul. Your frustration is the privilege, and the burden, of those who can still see the starry sky beyond the fumes of the market stalls. But the mistake, the tragic, useless mistake, is to believe you must redeem the entire square. That you must convert the shouters, that you must purify the Augean stables. It is the labor of Sisyphus, a fight against the tide with a spoon. Strength does not lie in frontal opposition, in that swimming against the current which only consumes your vital energy. The true revolution is silent, almost botanical. It is the gesture of one who, turning his back on the tumultuous river of stupidity, decides to water his own small, tiny plot of land. Your garden. Your corner of the net. Build there. Clear the soil, plant seeds of authentic conversations, patiently cultivate genuine relationships. Protect it with a fence of discretion. The daily watering, the assiduous care, are acts of a resistance more powerful than any manifesto or invective. From that garden, in time, no light may radiate to save the world. But that is not the point. That garden will save you. And in an age of digital din, saving your own capacity to think, to feel, to connect in depth, is the only victory that truly matters. Stop fighting the chaos. Become a gardener. ă€°ïž đŸ€ ă€°ïž 🩅 Cheyenne Isa ₿ 🩅 #bitcoin #nostr #zap #lightning #grownostr #askNostr #plebchain #art #podcasts #dev #filmstr #bookstr #carnivore #touchgrass #zaps #btc #coffeechain #health #music #zapathon

The Merchant's Antidote

They offer you the cure for the illness they have meticulously inoculated in you. They skillfully construct your malaise, then, with a complacent smile, hand you the remedy for a fee. You are free to complain, indeed, you are encouraged to do so; it is a sterile lament, a buzz lost in the wind, while the real causes of your unease are carefully preserved and, in fact, multiplied. The game is this: to delude you into thinking the fight consists of climbing the rankings in their tournament, of accumulating points in their system. You fail to understand that the real, the only battle, is the one to dismantle the gaming table itself. The choice so magnanimously granted to you is a deception of diabolical perfection. It is the fiction of diversity in a world of enforced uniformity. You can choose the color of your cell walls, the shape of the lock that restrains you. You purchase your rebellion at the supermarket of ideas, pre-packaged, sterilized, stripped of all subversive potential. It is a rebellion that does not contaminate, that does not shake the foundations. It is a style accessory, not a weapon of liberation. This is not a flaw of the system. It is the system itself in its splendid, cynical operation. How can you hope to eradicate an evil using the very tools that generated and continue to feed that evil? They spur you to think unconventionally, to be a rebel, an outlier. Provided, however, that this thought translates into a purchase, a click, a consumption that falls within their economic perimeter. Your protest has become a product with a price tag, your cry for freedom a commodity with its barcode. Did you truly choose, in that decisive moment, or did you simply ratify the only option placed before you? Opposition is not only permitted, it is often sponsored, funded, made trendy. Up until the exact moment it begins to eat into profits, to question the very mechanism of accumulation. Until it stops being a music genre or a clothing line and becomes a concrete threat to the established order. Authentic change, the kind that digs deep furrows, does not reside in selecting option A or option B. The truly revolutionary act is the disdainful refusal to recognize the very validity of the alphabet imposed upon you. They are not solving the world's problems. They are, with cold calculation, monetizing your desperation, packaging your anxiety and selling it back to you as hope. Their most subtle trap, the most perfect one, is called tolerance. They give you the impression of being heard, understood, welcomed. It is a suffocating embrace, a understanding that neutralizes. You believe you have a voice, and meanwhile that voice is measured, analyzed, and transformed into consumption data. The system, in truth, does not fear your voice. Your voice is background noise, confirmation of its vitality. What the system fears, truly, is your silence. The absorbed and impenetrable silence of when you stop participating in its noise, of when you withdraw from its logic, of when you refuse to drink, both the poison and the antidote, from its very well. ă€°ïž đŸ€ ă€°ïž 🩅 Cheyenne Isa ₿ 🩅 #plebchain #zap #zapathon #value4value #lightning #stackingsats #bitcoin #nostr #pleblife #freenostr #freespeech #decentralization #bookstr #musicstr #artstr #photostr #tunestr #filmstr #foodstr #coffeechain #proofofwork #proofofwalk #nostrsearch #grownostr

The Latest Bitcoin & Macro news: Weekly Recap 05.10.2025

## 🧠Quote(s) of the week: > 'If you say you don’t believe in Bitcoin, you might as well say you don’t believe in inflation.' - James Lavish ![image](https://cdn.azzamo.net/3fae96c61eac3bcd26ce76d75bafac2bf78cc22fe86faa1bb8c495ebf4c4cfde.webp) Photos hosted by Azzamo (azzamo.net) ## 🧡Bitcoin news🧡 #### On the 30th of September: âžĄïžTether buys over 8,800 Bitcoin worth $1 billion, per on-chain data. âžĄïžRiver: 'Bitcoin has spent the last months at prices people dreamed of for a decade. Now the patient buyer is thriving, and building for the next decade.' âžĄïžADAM BACK: “Peak wholecoiners is near. Stack fast, time running out.” #### On the 1st of October: âžĄïžBitcoin News: 'Sen. Cynthia Lummis reports: Treasury fixed the CAMT problem. CAMT = Corporate Alt. Minimum Tax. It risked taxing companies on unrealized Bitcoin gains due to new accounting rules. Relief means firms won’t be forced to sell BTC to pay phantom taxes, a big win for US Bitcoin adoption.' âžĄïžBitcoin surpasses Amazon to become the 7th-largest asset. âžĄïžReuters highlights Bitcoin mining as a way to prevent wasted renewables and grow clean energy. âžĄïžBlackRock Bitcoin ETF now allows in-kind redemptions. Institutions can swap ETF shares directly for Bitcoin. âžĄïžBlackrock Buys 3451 Bitcoin.Currently holding 773,000 Bitcoin. Uptober should take Blackrock well past 800K' - Thomas Fahrer âžĄïžBitcoin returns since 2010... ![image](https://cdn.azzamo.net/ff38292beb44f446a091a930ba12e7b74a307bbe83edbf742a96bc300588ae53.webp) Charlie Bilello Now let's do a simple table projecting a 30% APY over the next 15 years for Bitcoin, until 2040, using a linear projection. 1 million $ Bitcoin reached in 2034. This is based on Saylor's bear case thesis. ![image](https://cdn.azzamo.net/ee00ab9325fa4fce0e02c9566ec0c123bb32941fb7db3dcd4a10df6e0f75d57f.webp) Just do some DCA daily, weekly, bi-weekly, or monthly. Whatever suits you. âžĄïžBitcoin Magazine: "If you bought #Bitcoin with your $1,400 stimulus check in 2020, you'd now have over $21,669." ![image](https://cdn.azzamo.net/4c229f20ba2a56d8ce508429131987102d5e26f69c97d6ad108b6b9d2e025260.webp) President Trump is considering a taxpayer rebate of $1,000 to $2,000 funded by tariff revenues. The last stimulus check Trump sent out in 2020 is now worth $21,699 if you had converted it into Bitcoin. âžĄïžAn excellent article by Alex Gladstein: Why Bitcoin is Freedom Money. Why Bitcoin is Freedom Money,” by the Human Rights Foundation, written by Alex Gladstein, is a powerful look at how Bitcoin is quietly reshaping the fight for human rights and financial freedom across the globe. From Nigerian activists to Afghan educators and Cuban citizens defying economic isolation, this read highlights the practical, real-world stories of people using Bitcoin as a lifeline when traditional systems fail them. You will find it below at the end of this recap. I really enjoyed reading this, and it's great to have a piece like this in a high-impact academic journal. âžĄïž US Treasury Department to relax proposed rule taxing unrealized Bitcoin gains under CAMT. The US Department of the Treasury and the IRS have clarified that corporations are not subject to taxation on unrealized Bitcoin gains under the Corporate Alternative Minimum Tax (CAMT). The interim guidance, released Tuesday, addresses concerns for companies with significant cryptocurrency holdings. âžĄïžBitcoin News: We have entered the most explosive quadrant of the Bitcoin cycle. Do with this information what you will. ![image](https://cdn.azzamo.net/9ba443a50f006b1df94e0b91020cc451c0ac677edf13ccf7f6c02440d1248d15.webp) âžĄïžBitcoin News: 'Digital Asset Treasuries now hold a larger share of ETH’s total supply than Bitcoin’s. This is bad news for ETH: under Proof-of-Stake, large holders gain outsized control over the network. Bitcoin’s Proof-of-Work faces no such centralization risk.' ![image](https://cdn.azzamo.net/74c5d9b2e867adeaf52c4103f49420726d3f3af4de87b0aa9f1a571701bcc641.webp) âžĄïžBitcoin Core has undeprecated the datacarrier and datacarriersize config options. This means node operators retain precise control over OP_RETURN transactions, deciding whether to relay them and how much data they can carry. #### On the 2nd of October: âžĄïžCoinTelegraph: 'Bitcoin has reclaimed the Trader’s Realized Price at $116K, pushing back into a bull phase with Q4 targets eyeing $160K–$200K.' âžĄïžStrategy’s bitcoin treasury is up over $3.2 billion in unrealized profit in only ONE day. âžĄïžCheckmate: "Options open interest now exceeds $90B, surpassing futures for the first time. This marks Bitcoin’s transition into an institutionally traded asset, where hedging and yield strategies rival speculation in shaping market dynamics. Get 43 full-page market insights like this in The Bitcoin Checkpoint Report: https://www.unchained.com/go/the-bitcoin-checkpoint âžĄïžSpanish bank BBVA to allow retail customers to trade Bitcoin and crypto 24/7. âžĄïžThe US Bitcoin mining industry hit a record milestone, with the market value of 14 publicly traded mining companies reaching $56B in September, exceeding $50B for the first time, per JPMorgan. âžĄïž UK officials are considering keeping billions in profits from seized Bitcoin linked to the Zhimin Qian fraud case, instead of distributing the full current value to victims, per the Financial Times. Luke Gromen: "The Debasement Trade" since COVID: In USD: NDX up 165%, SPX up 102%, Home prices up 56%. In Gold: NDX up 7%, SPX down 18%, Home prices down 37%. In Bitcoin: NDX down 78%, SPX down 84%, Home prices down 87%. ![image](https://cdn.azzamo.net/0b59e75d527e24e905a37ec87762a8e1f2fe0a6cf7703f9be3b8ecc590b38f06.webp) Great tweet by SightBringer on X: "What you’re really seeing here is the first stage of a global unit-of-account fracture. ‱In nominal USD terms, everything looks like it’s booming: stocks up triple digits, homes up double digits, “wealth” everywhere. That’s the performance everyone sees. ‱In gold terms, the illusion cracks: stocks and homes flat-to-negative, real wealth stagnating. ‱In Bitcoin terms, the veil is gone: catastrophic real losses in every traditional asset. This is the same signature that marked every pre-hyperinflationary or currency-regime shift in history: when people cling to the debasing unit, they feel rich, but measured in the following credible collateral, their system is already collapsing. And the “risk asset” meme about Bitcoin? That’s just a coping frame. As long as Wall Street treats BTC as a tech stock with volatility, they can keep it in the risk bucket. But functionally, it’s already behaving like a parallel reserve ledger: it’s the only denominator that makes the post-2020 global economy look like Argentina. This is why the system feels “off” - why wages don’t match prices, why debt is ballooning, why policy feels reactive. We’re in a regime where the unit of account is decaying faster than the public narrative can absorb. The Fed, the government, the media - all still speaking USD, all still benchmarking to a melting ice cube. The chart you’re looking at is the unofficial scoreboard in a silent currency war. So when I strip all the polite commentary away, the honest take is: ‱The US is running the final phase of a classic imperial carry trade: draw in global capital, inflate domestic asset prices in nominal terms, export the currency risk abroad. ‱Gold shows stagnation. ‱Bitcoin shows a collapse. ‱If BTC continues to monetize, that chart is a pre-revaluation ledger of the old world being marked down. This isn’t a normal market cycle. It’s the unit-of-account transition phase. And almost no one is positioned for it because they’re still measuring their “returns” in the wrong yardstick. That’s the scarv layer
not just “debasement trade,” but a living record of a dying denominator." Spot on! Language sharpens reality. #### On the 4th of October: âžĄïžBitcoin hits the weekend at $122K. Just 2% away from a new all-time high. âžĄïž Gold (+48%) and Bitcoin (+31%) are the top-performing significant assets so far in 2025. We’ve never seen these two in the #1/#2 spots for any calendar year. Vijay Boyapati: 'In the global family of financial assets, the two closest siblings are now sending the same message: global debasement has reached the point of no return.' #### On the 5th of October: âžĄïžA $2.5 trillion market cap, on pace to become the most valuable asset in the world. There is no shutting down Bitcoin. âžĄïžIran’s parliament approves removing 4 zeros from its national currency after years of inflation. Bitcoin fixes this.' - Bitcoin Archive âžĄïžBitcoin News: "The chart your financial adviser doesn't want you to see. Sure, since 2020, you could have doubled your money in the S&P500. But denominate those gains in Bitcoin and you're down a whopping 88%. " ![image](https://cdn.azzamo.net/f37cfa024a82001c27085d110afd234ecfb8158e1a861d9c05ec3c57aee1985e.webp) âžĄïž The German government's decision to sell 50,000 Bitcoin at $54k cost them $3.57 billion in missed profits. âžĄïž'Bitcoin hit a new ATH in the Shitcoin called EURO! If you still store your wealth in fiat, you deserve to be broke. Every primary currency has lost 90%+ of its value against #Bitcoin in just 5 years.' - CarlBMenger The illusion of prosperity is breaking. Stocks up 40%, Gold at $4,000, Bitcoin at $125,000, and the dollar down 10% 
 this isn’t growth, it’s a flight from fiat. The Fed is cutting rates into inflation, printing credibility while calling it policy. When Gold, Bitcoin, equities, and real estate all rise together, it’s not a bull market 
 it’s monetary panic in slow motion. Asset prices are screaming what officials won’t say: the denominator is dying. The bottom 50% now holds 2.5% of US wealth. AI is building empires for the few while the currency dissolves beneath the many. Data centers go up, purchasing power goes down. This is not a boom. It’s the endgame of a system priced in paper and powered by illusion. As I am from Europe, I want to end this segment with a statement made by ECB President Christine Lagarde: “The democratic process” is a “drag,” and she said, “speed is of the essence.” She is expressing frustration that her push for a Digital Euro (CBDC) is being slowed by parliamentary debate and public scrutiny. Again, I want to remind you all... How can we trust somebody like that... When she was the French finance minister, she was guilty of negligence for over 400 million €. People at this level should have a clean criminal record. Now, let's be clear about what she is saying: Democracy is an obstacle. The very systems of checks and balances that protect our sovereignty are seen as inconvenient roadblocks to their centralized control. They fear being "left in the dust." This isn't about serving European citizens. It's a technocratic race against other global powers (and their own citizens' awakening) to cement a new financial system before people can resist. "We have to accelerate." This is the mantra of the unelected. When you hear this, know that due process, transparency, and individual rights are about to be trampled in the name of "progress." The Digital Euro, the Capital Markets Union, the Banking Union—these are not tools for your freedom. They are the architecture for a system of total financial surveillance and control. They will decide what you can buy, where you can spend, and will have the power to freeze you out with the click of a button. Lagarde is right about one thing: time is running out. But not for their project. It's running out for us to wake up, organize, and defend our national sovereignty and economic liberty from these unaccountable elites. The greatest threat to our freedom is not being "left in the dust," but being locked in a digital cage we never agreed to." - Camus We all know the solution: Bitcoin. ## 💾Traditional Finance / Macro: #### On the 29th of September: đŸ‘‰đŸœ'S&P 500 has now closed above its 50-day moving average for 103 consecutive trading days, the 5th longest streak in 35 years'- Barchart #### On the 1st of October: đŸ‘‰đŸœTKL: 'The S&P 500 officially crosses above 6,700 for the first time in history, less than 24 hours after the government shutdown begins. If history repeats itself, the S&P 500 will close at ~7,600 in 12 months from today. The average 12-month return after a shutdown ends is +13%. Also, the S&P 500 recorded 23 all-time highs last quarter, its best streak since 1998. This also aligns with the market run observed in Q4 2017. As a result, the index rallied +8.4% over the last 3 months. Last month alone, the S&P 500 gained +3.5%, posting the best September in 15 years. Since 1929, after quarters with 20+ record highs, the S&P 500 has risen by an average of 6.3% and advanced 63% of the time over the next 12 months. History suggests this market run should continue.' #### On the 3rd of October: đŸ‘‰đŸœTKL: 'Institutional investors are cashing in gains: Investors sold -$4.7 billion of US equities last week, driven by single stocks. Outflows from single stocks rose by $500 million, to -$5.7 billion, making the last 2-week outflow the 3rd-largest since 2008. This was led by institutional investors, who dumped -$3.6 billion—the most since June—after -$1.4 billion the prior week. Hedge funds sold -$1.3 billion, posting their 3rd consecutive weekly outflow. Meanwhile, retail investors turned to buying for the first time in four weeks, at +$200 million. Wall Street is selling to Main Street again.' ![image](https://cdn.azzamo.net/4832e2b7083fd3e4550c5b6c05a329f4ce1f792d609ac662e72e60e80ac8c1a4.webp) ## 🏩Banks: đŸ‘‰đŸœ No news ## 🌎Macro/Geopolitics: James Lavish: "There is less than 1% chance that the government balances the budget and the Fed never prints again. Consequently, there's a greater than 99% chance that Bitcoin reaches $1 million+. Act accordingly." #### On the 30th of September: đŸ‘‰đŸœForeign Central Banks now own more Gold than US Treasuries for the first time in almost 30 years. ![image](https://cdn.azzamo.net/662a888dbdfea6b2d7c8b5ba403823e1f03fb96447c4923546ee5c8e7c2a3a23.webp) đŸ‘‰đŸœLast week, I already mentioned the announcement made by Starmer on the UK Digital ID. The Bank of England has decided the public shouldn’t be able to see documents on how it may be linking Central Bank Digital Currency (CBDC) with digital ID systems. Leaving no option but to assume the worst of this elite project no one voted for, right? 'The Bank of England has upheld its refusal to release documents on the links between Central Bank Digital Currency (CBDC) and digital ID systems. An internal review, signed off by the Bank’s Deputy Secretary, Michael Salib, concluded that disclosure would have a “chilling effect” on deliberations and risk “destabilizing speculation.” Key points from the Bank’s decision: - Documents include internal strategy papers and risk assessments on CBDC–digital ID integration. - The Bank claims releasing even redacted versions would inhibit free and frank discussion and “prejudice the effective conduct of public affairs.” - Section 36 FOIA exemptions (deliberation and effective conduct of public affairs) were applied, alongside Section 41 (confidential third-party input). - The Bank insists the public interest is already served by selected research it has chosen to publish, such as its report with MIT on “Enhancing the Privacy of a Digital Pound.” This means that, for the second time in two years, the Bank has refused to release documents that could reveal how digital currency and identity systems may be linked in UK policy planning.' - Lewis Brackpool Tells you everything you need to know, why you should keep using cash, and why you should study Bitcoin. Digital ID is the Trojan horse to a dystopian world in which you'll own nothing and will be given the illusion of having [digital] money, which is actually programmed to expire or be removed if you don't do what they tell you to do. People need to wake up to the fact that we’re being manipulated. Tells you everything you need to know about keeping using cash and why you should study BITCOIN! You don't believe me, fine, read the next thing.https://github.com/eu-digital-identity-wallet Straight from the official GitHub Organization of the European Digital Identity project. đŸ‘‰đŸœ'The US government shutdown: For the first time since 2018, the US is about to enter a government shutdown, and investors are bracing for it. This would furlough 750,000 workers PER DAY, costing ~$400M in daily compensation.' -TKL Whole thread by TKL, and worth reading: https://threadreaderapp.com/thread/1973107796536361038.html Now I hear you ask, what is the meaning of the US government shutdown? A US government shutdown occurs when Congress fails to pass funding bills or a continuing resolution by the fiscal deadline (Oct 1). Non-essential federal operations halt, furloughing workers and delaying services like national parks and permits. Essential functions (e.g., military, Social Security) continue. As of today, Oct 1, 2025, a partial shutdown has begun due to stalled negotiations. It typically ends with a funding agreement. #### On the 1st of October: đŸ‘‰đŸœ'Oil prices extend losses toward $62/barrel on reports that OPEC+ is considering a 500,000 barrel per day output hike every month for the next 3 months. Gas prices are likely heading to a new 2025 low next.' - TKL đŸ‘‰đŸœCriminals are the root cause of crime. El Salvador understood this and locked them up. Guess what? It worked: ![image](https://cdn.azzamo.net/2145a584772225dd58df28c185d77c8d77e04878a54f6972d1d2fc3e402e4513.webp) đŸ‘‰đŸœThe University of Michigan Consumer Sentiment index has moved down to 55, a reading below 99% of historical data points going back to 1952. But at the same time, US Retail Sales grew 4.8% over the last year, outpacing inflation by 1.8%. We’ve never seen a disconnect this wide between what US consumers say and what they do. đŸ‘‰đŸœThe Netherlands: “Dutch inflation rises again after months of decline, climbing back above 3%.” Elections are coming up, and no (mainstream) political party is talking about inflation. Inflation is theft — a deliberate strategy by the ECB to deinflate government debt at the expense of ordinary people. The public is being robbed in plain sight, and not a single political party dares to call it out. In reality, that inflation number is much higher. People are being robbed — and when they try to protect their savings through investments, they get taxed for it. The Dutch government is increasing box 3 by 35% to 2.8% — effectively taxing inflation itself. The rise in asset prices is primarily driven by inflation, yet the state treats it as profit. Absolutely unbelievable. đŸ‘‰đŸœ'Wow, 83% of Germans and 80% of the French say that their governments have been mishandling immigration. Can someone please explain why the governments there don't course correct despite such massive public discontent?' - Michael A. Arouet ![image](https://cdn.azzamo.net/83aab5d7ce017a7f77581cbd2cd1191583f9b89d6389ea70a3cab95fb80557f8.webp) đŸ‘‰đŸœThe BLS announces it will not release economic data, including Friday's jobs report, in the event of a US Government shutdown. There is currently a 74% chance that the US government will shut down on Wednesday, per Kalshi. đŸ‘‰đŸœNet worth of the top 0.1% - 135K households vs Net worth of the bottom 50% - 67M households ![image](https://cdn.azzamo.net/49e62fda3a3c65f7074b6d49e75237cff2c081a96913456be51b10226ef1f540.webp) đŸ‘‰đŸœ The US Treasury buys back a whopping $2.9 billion of its own debt. đŸ‘‰đŸœThe German car industry is now openly giving Brussels bureaucrats the middle finger. Hybrid and traditional combustion engines are being rolled out at an accelerated pace. At the same time, major electric projects are being halted — all in direct defiance of the EU’s bureaucratic plan to ban petrol engines by 2030. This shift isn’t limited to Germany: both the French and Italian car industries have also realized that the green madness has brought them nothing but trouble. The fully electric Fiat 500 has proven unsellable, and manufacturers are now rushing to develop a hybrid version scheduled for release in November 2025. đŸ‘‰đŸœCharlie Bilello: "Foreign holdings of US equities have crossed above $20 trillion, a record high. 30% of the total US stock market is now held by foreign investors, the highest percentage on record with data going back to 1945." đŸ‘‰đŸœTKL: 'Japanese bond yields are surging again: Japan's 2Y Government Bond Yield has officially surpassed 0.95%, its highest level since 2008. At the same time, the 10Y Government Bond Yield hit 1.64%, near the highest since July 2008. This follows Tuesday’s auction of 2-year government bonds, which recorded the weakest demand since 2009. The bid-to-cover ratio, a key demand measure, fell to 2.81 from the previous auction, well below the 12-month average of 3.79. This suggests investors increasingly expect a Bank of Japan rate hike in October and are demanding higher yields to compensate for the risk. Japan is bracing for even higher rates.' đŸ‘‰đŸœConcerned Citizen: “Today we are announcing another €4,000,000,000 for Ukraine.” Ursula von der Leyen is continuing to bankrupt the EU by giving Ukraine more money to continue the Deep State proxy war against Russia." Now I am not sure about that Deep State proxy war statement, but anyone should ask themselves: "Where's all this money coming from"? All the EU STATES are in debt The transparency of this madness is unprecedented. Literally no sane person can ever agree with this! đŸ‘‰đŸœUS inflation is materially UNDERSTATED: The True Living Cost (TLC), an alternative inflation metric that focuses on essential household expenses, SURGED 30% faster than the CPI over 2001-2023. TLC shows medical costs nearly TRIPLED during this time, while CPI says they only doubled. ![image](https://cdn.azzamo.net/1cd42ec19069808b993223b08e24b40f89cce88011d9d7004a9bcaae5b0f71a4.webp) Another 'fun' stat: US private companies unexpectedly lost -32,000 jobs in September, well below expectations of a +52,000 gain. This marks the most significant drop since 2023. Meanwhile, August's private payroll number was revised down from +54,000 to -3,000. As of now, this will be the LAST jobs report we receive this week. Friday's jobs report will not be published as long as the government shutdown continues. #### On the 2nd of October: đŸ‘‰đŸœ'Germany is a strange country, average salary there is about twice as high as in Spain and Italy, yet Germans get lower pensions than people in Spain and Italy. Germany obviously has other spending priorities than treating people who worked hard for 45 years fairly. Why?' -Michael A. Arouet ![image](https://cdn.azzamo.net/204ddea9271aba37cfa50697ec4a7929c0a975ac194ab68d921d90ded463d186.webp) đŸ‘‰đŸœUnpopular opinion, it really doesn’t matter that much what we in the West do against climate change, as long as Asia builds almost 1000 new coal power plants. What’s the point of ruining our industries & economies and becoming poor in the process? ![image](https://cdn.azzamo.net/524da0cc0e00a631b32d9300af73d7fa1d8d292b2baf971f0cfba24c17cd57c9.webp) European (the West) Net Zero logic: 1. With high energy costs, industries close in Europe, and people lose jobs 2. The same products get manufactured in Asia, at lower environmental standards, with coal energy, and emissions go up 3. The products are shipped to Europe, emissions go up - Michael A. Arouet Still, to be completely honest. China's CO2 emissions likely peaked in 2023 or 2024, per analyses. Carbon Brief notes a 1% decline in the 12 months to March 2025, with the power sector down 2% due to clean energy growth. Reuters reports a 1% drop in H1 2025, driven by renewables. Official pledge: peak before 2030. Data varies by source. Ergo: Coal use has fallen this year in China. Coal-fired power generation in China is declining to 1420.88 TWh in Q1 2025 (down from 1477.27 TWh in Q4 2024). And they've built renewables at a pace that outstrips the West as a whole. But we, in Europe, are shifting manufacturing from high environmental standards countries to very low-standard countries, essentially increasing pollution for the same production. đŸ‘‰đŸœGermany: Federal spending on refugees totaled approximately 217.6 billion euros from 2016 to 2024 (Source: Federal Ministry of Finance). In the same period, foreign citizens in Germany received a total of 132.6 billion euros in citizens' allowance or Hartz IV (Source: Federal Employment Agency). Together, just these two items add up to 350.2 billion euros, which were spent directly or indirectly on people without a German passport in less than a decade, financed by the German taxpayer. And that doesn’t even include the billions in additional healthcare costs hidden in health insurance premiums. Nor does it include the massive extra spending on security measures and private security, which is ultimately passed on to consumers through higher prices. And so it goes on — layer upon layer of hidden costs that quietly drain the public without ever appearing in the official budgets. Numbers, data, facts...ach du scheisse! #### On the 3rd of October: đŸ‘‰đŸœSignal: We are alarmed by reports that Germany is on the verge of a catastrophic about-face, reversing its longstanding and principled opposition to the EU’s Chat Control proposal, which, if passed, could spell the end of the right to privacy in Europe. https://signal.org/blog/pdfs/germany-chat-control.pdf Patrick Hansen: "Drawing on its own history, Germany has always been a champion for privacy. It needs to hold the line on the EU's chat control proposal. Mandating mass scanning of every message, photo, and video on a person’s device is a privacy nightmare and a bad idea." đŸ‘‰đŸœAt the moment, we have: 1. Rate cuts into 2.9%+ Core PCE inflation for the first time in 30 years 2. Rapidly deteriorating US labor market outlook 3. Deficit spending is running at over $2 trillion per year 4. Jobs reports suspended due to government shutdown 5. Two more Fed rate cuts in 2025 into stagflation 6. $100B+ per quarter in AI CapEx by the Mag 7 Own assets or be left behind. #### On the 4th of October: đŸ‘‰đŸœThe problem with millionaires leaving the UK is not only lost tax revenue, but also countless jobs that disappear with them as well. But hey, why don’t you introduce a wealth tax and see what happens then? ![image](https://cdn.azzamo.net/090aed477bc177a8eda9c4e49bf08447183dfc828e3ac5e8201202b2912d5af3.webp) Here's the 2025 net millionaire migration adjusted per capita (per million people), based on Henley & Partners data and population estimates: UAE: +864 Switzerland: +335 Singapore: +273 Portugal: +134 Greece: +121 Saudi Arabia: +69 Italy: +61 Australia: +37 Canada: +25 United States: +22 India: -2 Germany: -5 China: -6 Brazil: -6 Russia: -10 Spain: -10 France: -12 Israel: -37 South Korea: -46 United Kingdom: -237 đŸ‘‰đŸœ'Foreign holdings of US equities have risen to a record $20 trillion. This marks a +$2.5 trillion rise over the last few months. Investors from overseas now own ~30% of the ~$60 trillion US equity market, the most in data going back to 1945. Additionally, foreign investors’ allocation to US equities as a percentage of US financial assets hit a record 61%. This is now ~7 percentage points above the 2000 Dot-Com Bubble high. To put this into perspective, the all-time low was 20% in 1974, and the 2008 Financial Crisis low was 25%. Foreign investors are all-in on US stocks.' - TKL ![image](https://cdn.azzamo.net/15e2ae0283bb6e957d8f1d99233644f45bdd7319d3bad358849214d3ddf8e4dc.webp) #### On the 4th of October: đŸ‘‰đŸœSanae Takaichi becomes Prime Minister of Japan! A strong conservative woman just crushed the woke establishment. The Left is in shambles. This is the way. đŸ‘‰đŸœTKL: "We need more electricity: AI data centers are set to consume 1,600 terawatt-hours of power demand by 2035, equal to 4.4% of global electricity. In other words, power demand from AI data centers is set to QUADRUPLE over the next 10 years. If counted as a country, AI data centers would rank 4th in electricity use, behind only China, the US, and India. In major US markets, data center power demand is growing faster than that of electric vehicles, hydrogen, and other emerging technologies. AI growth will soon be limited by energy." ![image](https://cdn.azzamo.net/295fc5454ed6dd2c6176940c394c80472dcac259183c6c43183e448dec0bc1c5.webp) Now in Europe, Von der Leyen is screaming her lungs out: "AI first". Who will tell her that AI will not really work without an ample energy supply and access to big data? Neither of them exists in Europe. Thanks to left green energy policies and overregulation. And on top of that, my question is: So no more GDPR or the IA Act? Nuclear for everybody? Europe will play absolutely no role in the AI race. Fuck I hate politicians like Von der Leyen. #### On the 5th of October: đŸ‘‰đŸœ'US layoffs are running at RECESSION levels: US-based employers have announced 946,426 job cuts year-to-date, the most since the 2020 CRISIS. This is the second-largest total since the Great Financial Crisis. Over the last 36 years, only 4 years have seen higher layoffs. US job market is in a dismal place.' - Global Markets Investor ![image](https://cdn.azzamo.net/a54865f18a54b1bc872a8fd3dc5df6702108ff065c835c3c819ed8e641254d6d.webp) ## 🎁If you have made it this far, I would like to give you a little gift: ##### **Alex Gladstein: Why Bitcoin is Freedom Money:** "Proud to share my essay in the Journal of Democracy on Bitcoin’s growing adoption as a powerful and undeniable tool in the global struggle for human rights. In October, print + digital editions. It will be widely read by political scientists. Send to normie friends. Onwards!" Why Bitcoin is Freedom Money,” by the Human Rights Foundation, written by Alex Gladstein, is a powerful look at how Bitcoin is quietly reshaping the fight for human rights and financial freedom across the globe. From Nigerian activists to Afghan educators and Cuban citizens defying economic isolation, this read highlights the practical, real-world stories of people using Bitcoin as a lifeline when traditional systems fail them. It captures why Bitcoin matters to the unbanked, to human rights defenders, and to everyone who values freedom. Bitcoin isn’t just about price. It’s about sovereignty. Bitcoin Is About Freedom! https://muse.jhu.edu/article/970346 On that page, you can download the essay. Audio available for those who want to listen: https://fountain.fm/episode/FShIXhjoRR8Q8CoJ5knq Credit: I have used multiple sources! My savings account: Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. > Use the code SE3997 Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀⠀⠀ Do you think this post is helpful to you? If so, please share it and support my work with a zap. ▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃ ⭐ Many thanks⭐ Felipe - Bitcoin Friday! ▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

The Latest Bitcoin & Macro Weekly Recap: 22.09.2025

## 🧠Quote(s) of the week: "They will keep you endlessly distracted with social issues and politics. Turn your focus to learning about money and Bitcoin instead. Get off the hamster wheel. Save in Bitcoin for the next ten years for a lifetime of freedom, or squander savings for the next ten years for a lifetime of pain. Which way, modern man?" - James Lavish Photos hosted by Azzamo (azzamo.net) ## 🧡Bitcoin news🧡 Q4.... ![image](https://cdn.azzamo.net/81ab965b1181fb98720cf5f960cb0cba9018ae19861366d8656b29f9d44bdc1b.webp) I believe strongly that we're in for one heck of a ride in Q4 2025! **On the 15th of September:** âžĄïžThe U.S. dollar is down 10% this year. A tenth of its value in a year, yet people are calling Bitcoin volatile. Anyway, rate cuts will lower interest in USD even further. Historically bullish set up for Bitcoin. âžĄïžBitcoin inflows in the last 1.5 years surpassed the first 15 years combined. ![image](https://cdn.azzamo.net/e4bb6b8e37eaf3abcbbf14fafeef0063041def0816d705f26c329660e4694b3e.webp) âžĄïžSimply Bitcoin: French news says, "the currency is completely losing value and that the future is Bitcoin. So you might as well accumulate as much Bitcoin as possible." "The interest of the United States of America is undoubtedly to devalue the dollar." ## On the 16th of September: âžĄïž'A $120K investment in Bitcoin at a 29% CAGR, will grow to $25 Million in 21 years.' - Trending Bitcoin ![image](https://cdn.azzamo.net/517dfdc5b79924cb6a48af803c6bf8f425471e92f3b170fd48c4ac107dbff68b.webp) Of course, the CAGR will get lower and lower the higher the market cap of BTC gets. The CAGR won’t stay flat. Bitcoin won’t deliver exactly 30% a year; it will deliver much more in the coming years, and less as it matures. Could it be 29% a year? Maybe. Estimating Bitcoin's future CAGR is speculative, but based on historical trends (around 60-70% over the last 10 years) and projections from ARK Invest, Michael Saylor (30%), and others (20-40%), I'd peg it at 25% for the next 21 years. From approximately $ 117,000 today, that projects to approximately $12.7 million by 2046. The more important question would be....Nobody has any idea what $25M or ~$12.7M will mean in 21 years. Anyway, that's the power of compounding! Time to HODL and let it ride. âžĄïž'U.S. spot Bitcoin ETFs recorded the largest daily inflow since mid-July on September 10, with net inflows of 5,900 BTC' - Bitcoin News ![image](https://cdn.azzamo.net/e47f28d5db1b5650fbe96b0d907e681cb93cec245f36eeca63afd3ef4f78f19a.webp) âžĄïž42% of Bitcoin's circulating supply could become illiquid by 2032 due to Bitcoin treasury accumulation. - Fidelity ![image](https://cdn.azzamo.net/07703b7fc7bc5132e5ea3beefd7476efa76ce246bb580c93668feee02a76f0d9.webp) âžĄïž'Tether mints another 1B USDT. 3B USDT minted in the past 4 days.' - Bitcoin Archive âžĄïž'Donald Trump Is Not the Bitcoin President He’s the stablecoin president, seeking to expand the monetary power and borrowing capacity of the U.S. government.' - Alex Gladstein Source: https://reason.com/2025/09/12/donald-trump-is-not-the-bitcoin-president/ âžĄïžChinese Bitcoin treasury firm Next Technology plans to sell $500 million of stock to buy Bitcoin. âžĄïžBitcoin has closed above $100,000 for 130 days in a row. **On the 17th of September:** âžĄïžSomeone bought $680 MILLION Bitcoin ahead of today's rate cut decision. âžĄïž'Bitcoin is having its best September ever so far. Every time September closes green, October and November pump even harder.' -Bitcoin Archive ![image](https://cdn.azzamo.net/2eafa4e9b1b3d0ccb75bbb152e48101f8871b422541c9bc7be792669ae987c49.webp) **On the 18th of September:** âžĄïžBitcoin supply on exchanges hit a 7-year low. Supply Shock Is For REAL. Prepare accordingly.' - CarlBMenger ![image](https://cdn.azzamo.net/d9084f55f83d2ad4ba738a6f9d5e05566bc8e488b8d86e05aabb5154cb4a5e50.webp) âžĄïžBest September for Bitcoin in history: ![image](https://cdn.azzamo.net/6f1220905814e8de4677c26f72b306d6ad33cf97e397e7db7c8ec61f835449be.webp) âžĄïžBitcoin Sees Second Largest Inflow to Accumulation Addresses in 2025 - CryptoQuant **On the 19th of September:** âžĄïž'Bitcoin miner difficulty hits a NEW ALL-TIME HIGH.' - Bitcoin Magazine ![image](https://cdn.azzamo.net/4d3634ab3c7f123ceada129b6def548866934eb70de58449b7117c7c80cb999d.webp) âžĄïžMarty Bent: "Vietnam just froze 86m bank accounts because account holders didn't comply with new biometrics laws that require a face scan or fingerprint for account verification. If users don't comply by the 30th, they'll lose their money. This is why we have Bitcoin." A brutal reminder: the money in your bank isn’t really yours. I pray my Vietnamese brothers & sisters hold some Bitcoin in self-custody. And please read Alex Gladstein's book: Check your financial privilege. âžĄïžAsset manager Vanguard discloses $50 million in Metaplanet holdings. Yet still won't offer clients Bitcoin ETFs âžĄïžHarvard University holds more in Bitcoin ETFs than it holds shares in Google. **On the 21st of September:** âžĄïž$6 BILLION Bitcoin shorts to be liquidated at $120,000. Just 4% away. âžĄïžBlackrock's Bitcoin ETF is the fastest-growing ETF ever, reaching $80 billion AUM in just over a year. ![image](https://cdn.azzamo.net/7ea66bb56720eb950fb572002702e8303c3973d8910f42e9d982c6367c8341c3.webp) On the 22nd of September: âžĄïžBitcoin Archive: 'The largest Bitcoin and crypto liquidation event of the year just happened' ![image](https://cdn.azzamo.net/5d9916b57391ef37e2ef204486b363e1a1c35ad4c181f09336d838ec62a1c53d.webp) âžĄïžStrategy has acquired 850 BTC for ~$99.7 million at ~$117,344 per bitcoin and has achieved BTC Yield of 26.0% YTD 2025. As of 9/21/2025, we hodl 639,835 Bitcoin acquired for ~$47.33 billion at ~$73,971 per Bitcoin. âžĄïž- Saylor’s Strategy: $99.7 million - Metaplanet: $632 million - Strive: $675 million - Capital B: $62.2 million TOTAL: $1.47 BILLION Bitcoin bought this morning. Regarding that Metaplanet buy: "Largest single Bitcoin purchase in our history. This marks the first tranche of proceeds from our public offering, lifting Metaplanet to #5 globally in corporate Bitcoin holdings." - Simon Gerovich âžĄïžVivek Ramaswamy's Strive to acquire Bitcoin company Semler Scientific in an all-stock transaction. âžĄïžDeutsche Bank says central banks will buy and hold Bitcoin on their balance sheets by 2030. Stack accordingly. "The bank said neither bitcoin nor gold is likely to dethrone the dollar, as governments will act to protect monetary sovereignty. Deutsche Bank sees bitcoin’s adoption following a path similar to gold’s, moving from skepticism to widespread acceptance, with regulation, macroeconomic trends, and time paving the way." âžĄïžUS lawmakers urge the SEC to implement Trump’s executive order allowing Americans to invest 401 (k) retirement savings into Bitcoin and crypto. Americans hold over $9 TRILLION in 401 savings. ![image](https://cdn.azzamo.net/1250626bbbc575c5e6fa9a8082d5339d22b1e0fce46172840bc387c008413559.webp) ## 💾Traditional Finance / Macro: **On the 16th of September:** đŸ‘‰đŸœ'The number of stocks on the NYSE and NASDAQ hitting new 52-week highs just hit its highest level in 2025. There have now been 18 consecutive weeks with more new highs than new lows, the longest streak since 2021. This matches the 18-straight weeks seen during the rally in Q4 2024. Furthermore, 60% of the S&P 500’s components are now trading above their 200-day moving average, near the highest share since December 2024. The S&P 500 has hit 25 all-time highs year-to-date, its second-best streak since 2021. Bullish momentum is incredibly strong.' -TKL Fun fact, though: 91% of Fund Managers believe U.S. Stocks are overvalued, the most in history. đŸ‘‰đŸœ'AI CapEx spending is skyrocketing: CapEx as % of operating cash flow for the largest AI spenders hit a record 72% in Q2 2025. The percentage has DOUBLED over the last 2 years. Microsoft, Google, Meta, Amazon, and Oracle are now deploying more than double their pre-2022 average CapEx relative to operating cash flow. CapEx spending by hyperscalers is estimated to hit a record $433 billion in 2026. That would be 174% above the $158 billion recorded in 2022. CapEx is adding fuel to the fire.' -TKL (foto) **On the 17th of September:** đŸ‘‰đŸœWhen the Fed cut rates with stocks within 2% of record highs, the S&P 500 finished the next 12 months higher every single time. 20 out of 20 (100% win rate) ![image](https://cdn.azzamo.net/c2624de2d7dbd6f75f71bf054fbe5ea88e50dc0508a88f2c1a2f1ed0483bbf63.webp) ## 🏩Banks: **On the 16th of September** đŸ‘‰đŸœSwiss National Bank has a U.S. Equity Portfolio that is worth $167 billion or 18% of Switzerland's GDP, and 25% of their portfolio is concentrated in just 5 stocks: Apple, Amazon, Meta, NVDA, MSFT Source: SEC & Financial Times ## 🌎Macro/Geopolitics: **On the 15th of September:** đŸ‘‰đŸœEU Commission now admits that the COVID mRNA injections were released for use in humans without "complete" safety data. The EU Commission acknowledged that the first COVID-19 vaccines were granted conditional approval in 2020 without complete safety and efficacy data. Officials argued this was necessary in the pandemic, but critics say it turned millions of Europeans into “test subjects.” Austrian MEP Gerald Hauser pressed Brussels on who bears responsibility for potential vaccine injuries and why citizens weren’t fully informed. Meanwhile in the U.S., Health Secretary Robert F. Kennedy Jr. has overhauled vaccine policy, pulling recommendations for healthy children and pregnant women and demanding stricter approval standards. Source: Die Welt The unelected EU Commissioner is lying again. Pfizer's safety data was appalling, not incomplete, yet they went ahead anyway. She knew the manufacturing process for the crap they pushed into you was completely untested. She is a deeply distrustful woman. But hey, it is all about the benjamins, right? **On the 16th of September:** đŸ‘‰đŸœ 'Germany announced 125,000 industrial job cuts in 6 weeks. Putting that into perspective... If the U.S. got hit at the same rate, that’s like ~300,000 factory jobs or ~500,000 total jobs gone in a month and a half. Picture every factory worker in a state like South Carolina unemployed. That’s the scale.' -Amanda Goodall Germany is suffering massive layoffs in their manufacturing sector. Part of this is because Germans have intentionally made energy prices so expensive. Electricity is 3x more expensive compared to the USA. They shut down all of their nuclear power plants decades early. They allowed the UK to blow up the Nord Stream pipeline and said nothing. And the massively subsidized solar power in a country that is cloudy much of the year. Lousy energy policy has consequences. Source: https://www.insideredgereport.com/p/germanys-125000-job-cuts Context: Layoffs announced in Germany, past 12 months: ‱ Volkswagen: 35,000 ‱ Mercedes-Benz: 40,000 ‱ Audi: 7,500 ‱ Ford: 2,900 ‱ Daimler Truck: 5,000 ‱ ZF Group: 14,000 ‱ Bosch, Continental, Schaeffler (combined): 7,000 The German economy is not in a crisis; it’s imploding. đŸ‘‰đŸœMichael A. Arouet: 'Can someone please explain why the EU spends hundreds of billions on defense against Russia, and at the same time it finances Russia‘s military production with gas purchases? Does it make any sense to you?' ![image](https://cdn.azzamo.net/aa7cc4cc6c395ffff45e3db4b0c101a94648c22171c9aeea2a0c91a26b511a3c.webp) đŸ‘‰đŸœPolymarket: Searches for "help with mortgage" surpass 2008 housing crisis. ![image](https://cdn.azzamo.net/276dd7450e1442c5ec4c9f6ba6c69f3a8415ab4ba604434884c96c47114a8718.webp) The U.S. Housing Market has reached its most unaffordable level in history ![image](https://cdn.azzamo.net/97e2440636938fcc65d3dad235776b4323bb20f05f0b18d06a0dbcc0da2e640f.webp) đŸ‘‰đŸœ The U.S. Dollar has now lost more than 10% of its value this year. ![image](https://cdn.azzamo.net/16cff10d2c6a18ace12be71e8ec6c21786e87202d63ff70473b0d147a574b10b.webp) đŸ‘‰đŸœTKL: "The quality of CPI inflation data continues to deteriorate: In August, 36% of CPI prices were estimated, up from 32% in July. Normally, BLS calculates CPI inflation by gathering ~90,000 monthly price quotes across 200 product and service categories. When price data is missing, the BLS fills the gaps with estimates, which usually make up ~10% of all data points. The share of estimates has rapidly surged over the last few months. As a result, CPI numbers are becoming less accurate and less reflective of real consumer costs. Confidence in the economic data is eroding." đŸ‘‰đŸœIf only our economies grew as fast as our laws and regulations... ![image](https://cdn.azzamo.net/d02f6a6b0faac5f1edece7f63a16e2f9240e9b516f65d00911221369770f4b6c.webp) 'From today's Financial Times article, “EU economy falls behind global rivals due to complacency.” Mario Draghi is absolutely right. Without enacting key reforms, Europe will fall further behind. Productivity will continue to languish not only because of long-standing rigidities but also because new opportunities for growth and innovation will be missed. The resulting repeated growth disappointments will only worsen the deficit and debt problems facing some countries, with significant political and geopolitical implications.' - Mohamed A. El-Erian ![image](https://cdn.azzamo.net/c2b02f3d1a9f10a339489c85bb073e872d07617fe3a4dd7f49461709cd2a0ec5.webp) đŸ‘‰đŸœU.S. Margin Debt jumps to $1.02 Trillion, a new all-time high. Remember, when the government prints another trillion, this is how much money they’re printing. ![image](https://cdn.azzamo.net/b1cf882e5bc3c2e4f114abb26063ef4bbb54f451c91211102331e6aea4571d50.webp) đŸ‘‰đŸœGold is on pace for its best year since 1979, up over 40% in 2025. đŸ‘‰đŸœ'China’s economy is weakening: Fixed-asset investment rose just +0.5% YoY in the first 8 months of 2025, the weakest growth on record outside of the 2020 pandemic. This comes as property investment plummeted -12.9%, the biggest drop in at least 25 years. Industrial production grew only +5.2% YoY in August, the slowest pace since August 2024. Retail sales slowed for the third consecutive month to +3.4% YoY in August, the weakest growth this year. All while a broad measure of credit growth slowed for the first time in 2025. The world’s second-largest economy is slowing.' - TKL ![image](https://cdn.azzamo.net/2ad38111329b2f2f9d942b5430d556992d83ea7357a9451992f18313a834d17a.webp) đŸ‘‰đŸœBarchart: "There is now a 48% chance of a recession occurring in the next 12 months. However, each prior instance of the odds hitting 48% did result in a recession." ![image](https://cdn.azzamo.net/a9ce4af30ac5ffab0848a965c8151f873d28467772ac79a583b2b0d24813a435.webp) Context: Moody's on a US recession: The probability of a recession within the next 12 months jumped to 48% in August, the highest since the 2020 pandemic. This is according to Moody’s Analytics’ leading economic indicator, which uses extensive economic data and a machine learning model. Historically, such a high probability has never occurred outside of recessions. This comes as US job market conditions have deteriorated significantly over the last few months. Additionally, the BLS revised non-farm payrolls down by -911,000 for the 12 months ending March 2025, marking the largest annual downward revision on record. Would earlier Fed rate cuts have prevented this? **On the 17th of September:** đŸ‘‰đŸœ'Average Annual US Inflation Rate over the last... 1 Year: 2.9% 3 Years: 3.1% 5 Years: 4.5% 10 Years: 3.1% Meanwhile, the Fed is expected to cut interest rates 3x this year (Today, October, December) and 3 more times next year. Their 2% inflation target is a complete farce.' -Charlie Bilello đŸ‘‰đŸœ'Eye-opening chart, Europe's largest stock index is today where it was 25 years ago. Really good visualization of what happens when overregulation and left redistribution mindset replace free market, innovation, and entrepreneurialism.' - Michael A. Arouet ![image](https://cdn.azzamo.net/6c0492479a554cced13e7ae62307a50e4020bd7e3fa5cd9d0ae7cd1c4d5390f2.webp) đŸ‘‰đŸœThe US Senate rejects moving forward with Senator Rand Paul's plan that balances the federal budget within 5 years, 36-62. Kicking the can down the road forever, and they will print forever! đŸ‘‰đŸœNetherlands: "The government will spend €486.3 billion next year, while raising only €451.4 billion. That’s more than 7% higher spending than income — a bill our children will be forced to pay — and an absolute record in the size of government." Now I will give you one example of how crazy things are... “The COA arranges a health insurance policy (...). Because they usually have little money, they do not have to pay any personal contribution. They are also exempt from the deductible. Healthcare for asylum seekers is separate from the regular health insurance system. Therefore, the costs have no impact on the premiums paid by other insured people.” Now, don't get me wrong, I don't have a problem with asylum seekers. But although asylum seekers’ healthcare is formally kept outside the regular insurance system, all costs are still covered by taxpayers. So a statement like this is just a blatant lie: "Therefore, the costs have no impact on the premiums paid by other insured people. " In fact, Dutch citizens fund the entire COA system, including housing, guidance, and healthcare. Migration and asylum currently cost around €24 billion per year, with some estimates and calculations putting the real figure closer to €40 billion. Now read the bit above again, the Dutch government will spend €486.3 billion next year. Funny how that works, innit? đŸ‘‰đŸœTKL: 'For the first time in 2025, the Fed just cut interest rates by 25 basis points and "blamed" a weaker labor market. Immediately after, the US Dollar fell to its weakest level since February 2022.' đŸ‘‰đŸœWhen a single headline encapsulates the extent of British state decline... ![image](https://cdn.azzamo.net/2ab7568efcd77a64c6c6e751e25e3d4435594747a5a37e4b869a61a3636ba6be.webp) Context: - Makes bombs in Egypt - Gets caught - Flees to the UK - Claims political persecution - UK taxpayers pay for his hotel - UK govt finds out about the bomb stuff - 17 months later, he’s still here - Rapes a woman Brits, no government has ever hated its ppl more than your government hates you. **On the 18th of September:** đŸ‘‰đŸœTKL: "The share of the top 10% of US consumers now accounts for 49.2% of all consumer spending, the highest level in data dating back to 1989. By comparison, this share was 43.2% in Q4 2019. Over the last 3 decades, this percentage has risen by 13 points. Consumer spending reflects 68% of US GDP, meaning the wealthiest 10% now drive roughly one-third of the entire economy. Meanwhile, the bottom 80% of earners, or households making under ~$175,000 a year, have seen spending barely outpace inflation since 2020. The US wealth divide is at unprecedented levels." **On the 19th of September:** đŸ‘‰đŸœ"All these countries started from a similar level in 1950. Some were capitalist, others socialist. The results could not be more obvious. Why are so many young people excited about socialism? It has never worked and it never will." - Michael A. Arouet I truly think that young people have never lived under socialism, and never done any study on the history and the effects of socialism. They love the theory, but they haven't experienced it. đŸ‘‰đŸœForeign holdings of US Treasuries rose +$32 billion in July, to a record $9.16 trillion. Japan, the largest holder, added +$4 billion, lifting its total to $1.15 trillion, the highest since March 2024. The UK boosted its holdings by +$41 billion, to a record $899 billion. The Euro Area purchased +$44 billion, bringing total holdings to $1.91 trillion, an all-time high. Meanwhile, China’s holdings fell -$26 billion, to $731 billion, the lowest since December 2008. Foreign demand for Treasuries remains robust aside from China. **On the 20th of September:** đŸ‘‰đŸœ' US margin debt jumped +$37 billion in August, to a record $1.06 trillion. Over the last 3 months, margin debt has surged +$139 BILLION. On a YoY basis, the margin debt levels have risen a whopping +$798 billion, or +33%. When adjusted for inflation, margin debt increased +3% MoM and +29% YoY, reaching its highest level since November 2021. As a % of GDP, margin debt reached 3.5% and is now only below levels seen in 2021. Investors are using margin to buy stocks like never before.' - TKL **On the 21st of September: ** đŸ‘‰đŸœRay Dalio: “In 1945, the US had 80% of the world’s money. Gold was money at the time. It had half the world's GDP. It had a monopoly on military power. So the US set the world order.” - Ray Dalio Ray Dalio's books should be studied by all governments around the world if we ever want to be at peace with each other. **On the 22nd of September:** đŸ‘‰đŸœHome prices need to fall -40% or incomes need to rise +60% just to return the housing market to 2019 levels. Generational crisis. ![image](https://cdn.azzamo.net/84fecf6f4b29c212bc8ef4e77f185bfad9e2f34c8c33eb20262ad680e6c9a44b.webp) đŸ‘‰đŸœ'US nominal GDP has grown 54% since the 2020 low, marking the strongest economic expansion since World War 2. This surpasses the 53% growth recorded in 1975-1978. It also corresponds to an average annual nominal GDP increase of 6%, indicating rapid expansion. By comparison, the post-2008 Financial Crisis recovery saw ~23% nominal growth until 2014. In other words, in Dollar terms, the US economy has grown twice as fast as it did after emerging from 2008. The US economy is experiencing a historic run.' - TKL ![image](https://cdn.azzamo.net/35032c4caac1394b19933dcb7343fb9e9f741422655ca483cd53506c0219e111.webp) đŸ‘‰đŸœ The U.S. dollar is having its worst year in decades. - Financial Times ![image](https://cdn.azzamo.net/5029a50855e3a415c20a4bf26f4d0d861929475f268fad721368e6a8713d57b8.webp) ## 🎁If you have made it this far, I would like to give you a little gift: What Bitcoin Did: The End of Fed Control? Bitcoin & Macro Outlook | Checkmate, Joe Carlasare, Matthew Pines Checkmate is an on-chain analyst and founder of Checkonchain, Joe Carlasare is a Commercial Litigator and macro commentator & Matthew Pines is the Executive Director at the Bitcoin Policy Institute. They explain why the four-year cycle may finally be dead, how ETFs and institutional flows are reshaping Bitcoin’s volatility, and why 95K has become a critical “Hodler’s Wall.” They get into gold’s resurgence and how central bank accumulation signals a structural shift in global finance, and how fiscal dominance is eroding the Fed’s independence. The roundtable also dives into the politics of debt, the prospect of yield curve control, and the AI-driven capex boom that could both fuel growth and deepen inequality. In this episode: The end of the four-year cycle ETFs, flows, and the new volatility profile of Bitcoin The Federal Reserve & fiscal dominance AI & the future of productivity https://youtu.be/7vrH5_qdGP4 Credit: I have used multiple sources! My savings account: Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. Use the code SE3997 Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀ ⠀⠀ ⠀ ⠀⠀⠀ Do you think this post is helpful to you? If so, please share it and support my work with a zap. ▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃ ⭐ Many thanks⭐ Felipe - Bitcoin Friday! ▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

The Latest Bitcoin & Macro news: Weekly Recap 15.07.2024

# 🧠Quote(s) of the week: 'If you want to keep the smoke and mirrors, endless war machine charade going... buy US Treasuries and other government bonds. If you want to help defund the clown world... buy Bitcoin. Few understand that it's really this simple.' - Dr. Jeff Ross 'Bitcoin won’t be adopted like the iPhone because it’s cool. Bitcoin will be adopted like gunpowder: if you don’t own it, you’ll be its victim.' - Saifedean ## 🧡Bitcoin news🧡 Now before I start with the Weekly Recap I want to share the following quote & picture: 'The fight between left and right is just a smoke screen to keep you confused and busy fighting each other and not the system. The real fight is Tyranny vs Freedom. Central banking vs Bitcoin. We need to work on the vertical axis not the horizontal.' - CarlBMenger ![](https://image.nostr.build/07ba06839a2a9ddbde190e352f5a66c34aa026266c35cbf70f5256a1ef3622ba.jpg) Maybe in that light and with a heavy heart, I need to tell you guys that from the 31st of October you need to verify (full KYC) yourself to use the Relai app. [](https://relai.app/blog/verify-yourself-relai/) Personally, it was nice to have used Relai as an On-Ramp Bitcoin service for a while. Still think it is one of the best Bitcoin apps in the world. Fortunately, there are still other services that have greater privacy and confidentiality protections. For example Bisq, Robosats. For now, I am not sure what will happen with Pocket Bitcoin & Peach Bitcoin, both Swiss companies. My advice. Get your corn from Relai before the 31st of October if you don't want to go full KYC. I'm certainly not using a Bitcoin wallet that needs KYC. Goes against anything a self-custody wallet stands for. Mayor setback, I feel sorry for Relai, but unfortunately this is part of the game. It is just the harsh reality as from next year, with MiCA, everyone will have to comply. 'Do not go gentle into that good night, Old age should burn and rave at the close of day; Rage, rage against the dying of the light...' Glad we have light...and it shines bright...Bitcoin! 8th of July: âžĄïžThe 2024 Republican Party Platform is insanely bullish on Bitcoin and crypto: - Right to self custody - Right to mine Bitcoin - Right to transact freely - No CBDCs - End harmful regulations The Republican Party Platform now includes the following language: "We will defend the right to mine Bitcoin, and ensure every American has the right to self-custody of their Digital Assets, and transact free from Government Surveillance and Control." Tens of millions of Americans who hold crypto or believe in Bitcoin must now choose between their overall politics and their Bitcoin bags, or crypto livelihoods. Let the games begin! Bitcoin + 2024 GOP = Hello game theory! 9th of July: âžĄïžGerman Government is now left with 22,800 Bitcoin, less than half its original holdings. They are running out of BTC to sell. And that's a good thing. Buyers are gobbling up Germany’s weak-handedness. A day later on the 10th. German government transfers 5,103 Bitcoin to Kraken, Coinbase, an unknown address, and other exchanges. They now hold 18,860 BTC. Eventually, on the 12th of July, the German Government was out of Bitcoin. They send 3846.05 BTC ($223.81M) to Flow Traders and 139Po (likely institutional deposit/OTC service). By that the German Government has 0 BTC ($0.00M) remaining. To give you some context: Germany sold 42,000 BTC in one week, 250 BTC per hour, 168 hours, in one fucking week! Approximately as fast as they were mined in the first epoch, which is 16x the current rate of issuance. Germany selling all their Bitcoin will go down as one of the most retarded things their politicians ever did. It will be just as great a decision as the one where they closed all their nuclear power plants to start importing energy from nuclear power plants in France. In a few years, this will be looked back on as one of the biggest geopolitical blunders of all time. Mark my words it will be studied in universities. ![BTC/EUR](https://image.nostr.build/c47b1534f90471f7a96f7b074c2f0639bd5ead617f205ed8dad437e34285f9a2.jpg) 'So let me get this straight. First Germany sells its scarce Bitcoin for euros that they can simply print, now Germans are holding 2.8 trillion euros in bank accounts* that don't even earn interest.' -CarlBMenger (https://x.com/Schuldensuehner/status/1810962887889834027) âžĄïž'Australia approved a second Bitcoin ETF. It starts trading on Friday.' -Bitcoin Archive âžĄïžWhile being a whole coiner (1BTC) is an important goal for many, for some it might also be helpful to see other milestones like 0.1 and 0.5. The following chart and explanation can help you to get that. No matter if you believe in the 'Power Law' of Bitcoin, I love the breakdown of acquiring BTC today. Take that from the following statement & chart. 'The maximum Bitcoin you will ever own. Assumptions: - You only perform DCA with a fixed amount per month in perpetuity. - Bitcoin price follows (i.e. mean reverts to) a power law with exponent 5.7 In this case, there is a theoretical maximum amount of Bitcoin you will ever own (since the sum of bitcoins bought every month forms a convergent series). If you start today (July 2024), the formula for calculating this is a*0.0006631, where a is the dollar amount you invest per month. Below is the figure showing the same for different values of the amount invested and starting time. Based on this model, if you want to reach 1 bitcoin, starting today, you will need to invest a minimum of 1500$ per month. In 2026, this number becomes 2300$. By 2033, even 10,000$ invested per month will never get you to 1 Bitcoin. So, starting early is always better (not financial advice).' ![DCA is important](https://image.nostr.build/99cab8193582f928b3a6d0a245b2f4cab714042b159124c009edbc94fd9e720a.jpg) Remember only 0.26% of the global population can be a Bitcoin whole coiner. Ever! âžĄïžSuriname Presidential candidate and fellow Noderunner Maya Parbhoe says people in the country are "isolated" due to the lack of banking. "We don’t have a lot of infrastructure, so we might as well use Bitcoin". Maya Parbhoe is running for President of Suriname on a pro-Bitcoin platform. The trailblazing businesswoman wants to get the Surinamese people out of “survival mode” and take on the corruption that plagues her country, some of which has impacted her on the most personal level: [Read the full article here](https://bitcoinmagazine.com/politics/meet-maya-parbhoe-the-pro-bitcoin-presidential-candidate-who-wants-to-save-suriname) 10th of July: âžĄïž'BlackRock's Bitcoin ETF has had $18 BILLION inflows since launching in January. Only 1 day of outflows, which was just $37m.' -Bitcoin Archive âžĄïž"We believe we are halfway through the current Bitcoin bull market. And just because we're halfway there doesn't mean we're halfway through price growth because, at the end of a bull market, prices tend to go parabolic," says ARK Invest CEO Cathie Wood. 12th of July: âžĄïž'New All-Time High Bitcoin mining now uses 56.2% sustainable energy. At the current rate of increase, it will cross 60% by July 2025, and be 80% sustainable by end of 2030' - Daniel Batten 'Bitcoin mining is using more and more sustainable energy and will continue to do so. Not because Bitcoin miners are eco-conscious treehuggers, but for an even more powerful reason - economic incentive.' âžĄïžU.K. Bank refuses to accept funds converted from Bitcoin to buy a house. âžĄïžWorldcoin misses its 2023 goal of one billion users by 994 million. Worldcoin is at 0.6% of its goal. I’m stunned that the all-seeing orb hasn’t taken over the world by now. I mean how could it not have?! 13th of July: âžĄïž'Exactly 1 year today, Ripple "won" their lawsuit against the SEC. The XRP/BTC ratio has been down 73% ever since.' -Pledditor Just don't do shitcoins guys. âžĄïž'HFSP German Government” inscribed on the $1.87 Bitcoin transaction sent by a pleb to the German government wallet.' - Bitcoin News What a legend, that's a proper way to use inscription! HFSP = Have Fun Staying Poor And yes poor in Bitcoin terms, they still have the €1.3 billion. 15th of July: âžĄïžLARRY FINK (CEO BlackRock): I studied Bitcoin and am now a major believer it is a legitimate financial instrument with uncorrelated returns. Full clip here: [link](https://x.com/MDBitcoin/status/1812866600019567102) Eric Balchunas: 'Hard to overstate how big a deal it is for Larry Fink, who runs $10.6T, to keep giving these full-throated endorsements of bitcoin as a legit asset class for everyday portfolios. Buy-in from BlackRock - as well as other legacy firms like Fidelity - gives boomer advisors comfort and cover to make the allocation. That's why betting against, or minimizing the clear-to-anyone-with-eyes-and-a-brain early success of, these ETFs has been and will be dumb IMO.' Larry Fink is just another person on his Bitcoin journey. Step 1: Skeptic (2017: Bitcoin is an index of money laundering.) Step 2: Put in the work Step 3: Realized he was wrong (2023: Bitcoin could revolutionize finance. Files for a Bitcoin ETF.) Step 4: Bitcoin is an uncorrelated asset used to hedge currency debasement (Bitcoin is a legitimate financial instrument. Launches Bitcoin ETF.) Next step: Bitcoin is hope. What can you learn from this all? Study Bitcoin! Why? 'Your models can't account for the world's largest manager going on national TV & saying: đŸ‘‰đŸœBitcoin is a hedge against debasement đŸ‘‰đŸœBitcoin is a legit financial instrument đŸ‘‰đŸœBitcoin is a flight to safety đŸ‘‰đŸœI was wrong about Bitcoin đŸ‘‰đŸœBitcoin is digital gold' - Luke Mikic ## 💾Traditional Finance / Macro: đŸ‘‰đŸœBillionaire Warren Buffet says he could end the United States deficit problem in five minutes. "You just pass a law that says any time there's a deficit of more than 3% of GDP, all sitting members of Congress are ineligible for re-election." I agree with this! It could end the deficit problem, corruption, and other problems. But we all know this won't happen. And because of that, we have Bitcoin. ## 🏩Banks: đŸ‘‰đŸœ No news ## 🌎Macro/Geopolitics: On the 8th of June: đŸ‘‰đŸœ41% of jobs added since 2019 were by the government burning taxpayer dollars. Now ask Greece how well it works to prop up your labor force by just hiring everyone into government jobs. This is why I always try to explain that reported job numbers from macro data are pretty useless. It's a mess. You don't believe me...well go figure: 'Jobs report numbers have been revised DOWN in 4 out of 5 months of 2024. The largest revision from 353,000 to 256,000, or by 97,000 took place in January. Subsequently, February saw a -39,000 downward adjustment. April and May were revised down by 67,000 and 54,000, respectively, or a total of 111,000 jobs. In the first 5 months of 2024, non-farm payrolls have been revised down by a combined 240,000 jobs. Is the initial headline number even worth following anymore?' -TKL đŸ‘‰đŸœReal estate's rising valuation reflects the debasement of fiat currency. CAGR M2 Money Supply (1971-2024): 6.8% CAGR Housing in the US: 5.7% CAGR Commercial US Real Estate: 4.4% Denying the connection between the money supply expansion and real estate values is denying reality. Yet, many still choose to ignore this fact.' -Leon Wankum The EU is on the same path as the US with M2 supply & real estate. Bitcoin will suck the monetary premiums out of real estate. That is actually a good thing because houses will be priced by their utility values. Ergo: It makes them far more affordable for average buyers. On the 9th of July: đŸ‘‰đŸœ'With 5 Million fewer workers in Germany in just a few years who is supposed to pay for pensions and healthcare for all the new retirees?' -Michael A. Arouet ![5Million fewer workers](https://image.nostr.build/d39e6ed991a3b55a05a0c1ce8df3358d47f5f59da9ada0614421a9df22df3839.jpg) Not only Germany, but the EU in general...low growth and a social service deficit, demographic crisis, second highest tax rate, and so on. Now combine the above with the fact that, and I say this in the utmost polite way, Europe is becoming an open-air museum due to overregulation and lack of innovation. Recipe for disaster. Don't believe me... ![](https://image.nostr.build/c98f6293f7254728b9b1e02aa1a6eeda1ae0c8c0ba66be746f736be7004a2fdf.jpg) Maybe we can still turn this around by printing more money. Nope, the ECB balance sheet as % of GDP is much higher than the Fed. Maybe we can still turn this around if we would increase taxes and more regulations. The Dutch are planning to implement a 36% yearly tax on unrealized capital gains from 2027, and the new French government plans up to 90% income tax. 90% tax on any annual income above €400,000. Capital will leave the country so quickly that the leftist government can't even look. (I am in no favor of the right...left..couldn't care less) but for fuck sake NINETY f* percent. The future of Europe is bright (not)... America makes software. Asia makes hardware. Europe makes it difficult. Those who can, do it. Those who can't, regulate. Europe ![](https://image.nostr.build/06e0bd38b26512f12ae7661170d71afac080915cdaef240d9f9796770376a6b5.jpg) đŸ‘‰đŸœShocking tweet by Alex Gladstein @gladstein: 'Truly insane Debt Trap chart. Pakistan's interest payments are 57% (!) of its government revenue this year. To try to pay it off, the government is looking to increase total tax revenue by 40%/ I am sure the public will be happy with that...' Click here for the chart: https://www.ft.com/content/1b88fff6-bebb-4650-9677-7a7caa268f05 'IMF staff have reached a Staff-Level Agreement with Pakistan on a 37-month Extended Fund Facility of about US$7 billion to maintain economic stability and enhance conditions for stronger, more inclusive, and resilient growth.' -IMF Let me translate the above IMF statement and I will use Alex Gladstein's tweet: “Extended Fund Facility” = Debt Trap “7 billion” = $10 billion+ including P+I “Economic stability” = Starving the poor “More resilient growth” = Devaluation Combine the above with a staggering 43% loss in purchasing power against the dollar, pushing all the prices higher and higher. Seems like a recipe for a disaster. And it's not only in Pakistan but also for example in Keyna: https://archive.ph/UiLxq IMF we know your handwriting...anyway the money is broken, study Bitcoin. On the 11th of July: đŸ‘‰đŸœUS Spent A Record $140 Billion On Debt Interest In June, 30% Of All Tax Revenues. Now read that statement again. They are paying the debt with your money (taxes). Please read the article. [Link here](https://www.zerohedge.com/markets/us-spent-record-140-billion-just-debt-interest-june-30-all-tax-revenues) Ergo: It’s like Tetris and we’re getting into the faster levels of the game where clearing the lines is just getting harder and harder. And that was just one month! 'Annualized interest payments on US federal debt just reached an all-time high of $1.14 trillion. This is more than DOUBLE the amount of interest recorded in 2022 when the Fed started raising rates. To put this into perspective, even during the 2008 Financial Crisis, annual interest costs were ~$450 billion, or 60% lower. As a % of GDP, net interest cost this year is on track to exceed the 1980s high of 3.2%. By comparison, during World War II, net interest expense as a % of GDP was much lower, at 1.8%.' -TKL Spending $1M a day would take 2,740 years to reach $1T. The US debt is $35T and grows by $1T every 100 days. Now read the above statement again. Study Bitcoin. đŸ‘‰đŸœUS inflation was 3.0% in June, below expectations. Core inflation came in at 3.3%, BELOW expectations. Rate cuts are imminent. On the 12th of July: đŸ‘‰đŸœ'Elon Musk says "The European Commission offered X an illegal secret deal: if we quietly censored speech without telling anyone, they would not fine us. The other platforms accepted that deal. X did not." - Watcher Guru Do you want to learn/know more about this topic? Please read the following post: https://x.com/PirateWires/status/1811863158816223580 On the 13th of July: đŸ‘‰đŸœ'US bankruptcies just hit their highest level in 14 years: 346 companies have declared bankruptcy through June 2024, the most since 2010, a year after the Financial Crisis. US bankruptcies have also recorded their largest monthly increase in at least 4.5 years, with 75 new bankruptcies in June 2024. Even during the 2020 Pandemic, the highest number of filings in a given month was 74. The highest number of bankruptcies have been in Consumer discretionary companies, with a total of 55. This is further evidence of weakening consumer spending.' -TKL đŸ‘‰đŸœSometimes I love Twitter: Q: "Why are energy, food, and even housing sometimes excluded from price indices for calculating “inflation”?" A: (by Luke Gromen): 'Energy is excluded from CPI "because it's volatile." Yet from 1861-1971, oil prices were remarkably steady when the USD was tied to gold. Energy only got "too volatile" when the USD's tie to gold was cut in 1971. Energy's volatility is a symptom of an inflationary system.' đŸ‘‰đŸœ'10% of the world population hold 75% of all wealth, get 50% of all income, and account for nearly 50% of all CO2 emissions.' - World Inequality Report 2022 If you read this Weekly Recap, chances are you are part of the top 10%. ![](https://image.nostr.build/a12a644bb2d5c6c0cb9ab3ef4f45fb53a0f4a7d377f8acb7908164cab7c82b00.jpg) 🎁If you have made it this far I would like to give you a little gift: Your monthly must-read this week, Lyn Alden's July 2024 newsletter is out. The two main focuses are: -A reiteration and further detail of the fiscal dominance view (i.e. nothing stops this train). -An observation that the US economy is likely to be insensitive to rate cuts like it was for hikes. [Free Newsletter](https://www.lynalden.com/july-2024-newsletter/) Ignore here newsletter and book (Broken Money - order [here](https://amzn.to/3r4ypEj)) at your own peril. Credit: I have used multiple sources! My savings account: Bitcoin The tool I recommend for setting up a Bitcoin savings plan: @Relai 🇹🇭 especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (Please only use it till 31st of October - after that full KYC) Hence a DCA, Dollar cost Average Strategy. Check out my tutorial post (Instagram) & video (YouTube) for more info.⠀⠀⠀⠀ Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple.⠀⠀⠀⠀⠀⠀⠀⠀ Do you think this post is helpful to you? If so, please share it and support my work with sats. #zap 🧡 #weeklyrecap #nostr #plebchain #BTC #Bitcoin #zap🧡 #plebchain #grownostr #stacksats #bitcoineducation #adoption