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Top 25 Bitcoin Articles on Substack

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Bitcoin Strategy: The Macro Liquidity Release Valve

Bitcoin is driven by liquidity, not a change in the definition of "money"
Welcome to the promised report on how to analyze and trade Bitcoin. The difficulty of operating in today’s world is not primarily one of obtaining data but more about thinking and interpreting data correctly. On top of this, your interpretation of the data must correctly align with the temporal tensions that exist. This is why I always say:
Capital Flows ∙ 39 LIKES
AJ
Great write up as always.
Odin
🔥🔥🔥🫡🍷

New Bitcoin ETP Just Launched That Generates Yield

To investors, The finance industry is built on capital appreciation and yield. Investors scour the world to find assets that will go up in price or assets that will give them income. That is what it all boils down to when investing. Each investor has a different view on which strategy to pursue. Warren Buffett is famous for avoiding assets that don’t prod…
Anthony Pompliano ∙ 43 LIKES
Russell Bennett
Pomp there is also a decentralized, non-custodial way to earn a variable yield on Bitcoin using THORChain. There is no lock-up period. While an ETF makes it easy for the traditional investor with a brokerage firm, THORChain is incredibly easy for those who want to self-custody. I deposit mine into THORChain using ShapeShift.
Full Spectrum Domino
That's the problem. People don't trouble themselves to be bored with the details, where the devil usually lives.

The bitcoin halving and miners (part #1)

Today is the halving, when the number of new Bitcoins minted as a reward for mining gets cut in half. Halvings happen every four years (CNN described it as “bitcoin bros’ World Cup,” which cracks me …
Andrew Walker ∙ 29 LIKES
Tunco
People make a lot of assumptions about the true BTC "float" to impute market cap. But no one really knows what that is. BTC Treasuries can account for like 12% of the float. But, I think you can safely assume maybe another 10% is lost + Satosthi holds about 1 million BTC.
To me, that would be an interesting calculation, maybe the float is closer to like 15 million or so. Just a guess.
Joshua Nussbaum
sound piece !

Overview of Today's Bitcoin Halving

To investors The bitcoin halving is scheduled to happen later today. I asked Meta’s new AI model to explain what the halving was and here is the output: “The Bitcoin Halving is a preprogrammed event that occurs roughly every four years and impacts the production of bitcoin. The halving reduces the reward for mining Bitcoin transactions by half, which redu…
Anthony Pompliano ∙ 46 LIKES
Prof. Fred Nazar
Bitcoin is a Ponzi scheme developed by the NSA to allow intel agencies to launder millions and for the elite to evade taxes. They will kill it with a 51% attack causing or during the Great Crush to enforce Central Bank Digital Currencies tied to government wallets (Vax/PCR status, monthly carbon quota, Agenda 2030 compliance).
I'll post about that with all the evidence.
What’s your best way to wake-up those who don’t want to open their eyes?
Please share your most effective wake-up strategies.
The more the awakened, the sooner this nightmare will be over!
The most effective strategy is asking about the person’s opinion on some of these topics:
I start with the 20 million dollar question, while showing videos of baby seizures (money or babies always get attention):
If the person doesn’t want to discuss injections, then food is a good start:
Why is food poisoning legal?
How Rumsfeld forced the approval of Aspartame.
Artificial sweeteners, MSG, PFAS, Glyphosate ... go organic!
Then I’d follow with "Are you opened to see if the actual data matches your opinion?"
Then I start showing some of the shortcomings of the Pharma industry:
Then, show that every single person in the planet should be suing Pfizer and Moderna for deliberately hiding human DNA in their vacicnes, and Pfizer, for injecting an undisclosed carcinogenic monkey virus (SV40) sequence into the cell nucleus of the clueless biohacked, as officially recognized by Health Canada !!!
If he doesn’t like the topic, I’d show this video (all you need is 10 secs in the middle, who doesn’t have 10 seconds for you):
(caveat about the beginning: pot destroys your brain + “Raises Risk of Heart Attack and Stroke”)
9/11: two "planes", yet the third tower (WTC7) imploded, free falling on its footprint like in a controlled demolition. It was out of reach, and all 7 World Trade Center towers needed to be rebuilt, not the closer towers not belonging to World Trade Center... and the “owner” took an insurance policy for the WTC against terrorism, just months before, when no one was taking them … he didn’t show up for work precisely on 9/11 … just as his 2 grown up siblings (they never skipped work before). The inside information about the FUTURE 9/11 event helped masons make trillions by shorting the stock exchange: the records were deleted by the SEC so they wouldn't be prosecuted !!!
Watch amazing short and more evidence here:
Please watch all of this! Your life depends on it, because there's a plan to murder 95% of the global population by 2050… written on the masonic Georgia guide-stones: “Maintain humanity under 500,000,000 … ”:
- J6: The false flag operation of the fake riot was planned, incited and guided by FBI agents, who broke into the Capitol !!! The same mason-plot was copy-pasted to disband the insurrection against the stolen elections in Brazil! All intel agencies (CIA, FBI, NSA) were founded by masons and are run by them for their own nefarious goals.
It's such a mason manual that they organized the same J6 play in Brazil when it was proven that the voting machines owned by mason Soros, were rigged:
All political parties are compromised/infiltrated. For example, Italy supports vax pass and WHO Pandemic Treaty !!! Meloni's Government! People voted her for being against that!
- At least since the 90s, vaccines are weaponized to reduce the population, for example:
1. Adding hCG to infertilize women: lab detected in 30 countries
2. Overpassing the FDA 10 ng limit to human DNA “contamination” by 2000%, thus causing neuro-damage (autism, asperger, tics, dyslexia in 29% of kids, etc.) and childhood cancer epidemic (n.b. leukemia, non-Hodgkin’s lymphomas)
Check soundchoice.org or videos at bottom after this page:
Free 100 redpill movies and documentaries:
(don't miss the 1st one, 10 min at 2x, an amazing tool to start a discussion):
- COVID was designed as a primer for even more lethal COVID haccines:
- You’ll go nowhere and you’ll be happy:
Elon's top secret: EVs cause cancer
Go green with gasoline!
- It's genocide for depopulation:
- Their main source of power apart from sin-empowered demons? NOT a coincidence that the USA left dollar convertibility to gold in 1971, precisely triggering the exponential government deficit coupled with the trade deficit and inflation.
This is the Achilles’ heel of all nations: masonic and satanic secret societies counterfeit paper money and launder trillions with which they buy Banks, seats in the Federal Reserve (the only private run Central Bank in the world), political careers and parties, puppeticians, listed corporations, media, healthcare corporations and organizations, universities, foundations, judges, etc.:
Depopulation or EXTERMINATION? (finest quotes):
Confessions of illuminati, David Rockefeller (finest quotes):
Ex illuminati Ronald Bernard: how the world REALLY works
Attali illuminati (“finest” quotes)
The way out of this mess:
1. Create an easy system for real money: private currencies/warrants based on real assets, goods, services, etc. (gold, corn, oil, distance/volume/weight transportation, labor human hour/minute, etc.)
2. Ban legal tender. Let the free markets decide which real-currencies/valuables/warrants they prefer to trade with
3. Ban paper-backed currencies (unlike real-backed ones of point 1.)
4. Enforce a Legal Banking Reserve of 100% of deposits (so banks don't create money based on air) and therefore there's no excuse for a Central Bank, because there would be no risk of bank-runs since all their loans are fully backed with deposits
Anything else you might think of?
Now, are you really ready for this?:
The full PLAN exposed:
16 laws we need to exit Prison Planet
President John Quincy Adams: “Masonry ought forever to be abolished. It is wrong - essentially wrong - a seed of evil, which can never produce any good.”
If you are a mason or know a mason, ask him to ask his 33° master to put in writing and sign it, who is "the great architect" and that he is not Lucifer. If he refuses, then he’ll know who he is really serving, Satan: tell him to get out of masonry NOW. Sooner or later he’ll be required to trample on a cross to get to a higher degree.
Confessions of a former mason (Serge Abad-Gallardo):
Confession of 33rd degree master mason - Masons worship deities/demons
Masonry's Satanic Connection
Masonry's Satanic Doctrine | From Their Own Books
Do Freemasons Worship Lucifer? Evidence They Don't Want You To See
Satanic Ritual Abuse and Secret Societies [1995] [VHS]
Satanic Pedophilia Torture and Blood - Dark Satanic Secrets Revealed
UNITED NATIONS LUCIFER AND THE LUCIFER TRUST
Freemasonry: 100% incompatible with Christ
Silence DoGood, MBA
The largest risk to Bitcoin are Governments itself; Nation-states, and those who think they can control the world, like at the UN, the WHO, the BIS, et al. EMP attacks that target data centers and unknown points of weakness in the system would be a Black swan event, but would still be considered "localized events" on a grand scale and would only affect certain people.
With that said, the tail risk is low enough on these events happening where the risk-adjusted returns that Bitcoin offers in protecting against inflation, which is government theft, still makes sense, considering we are still within the early adoption phase as we've only had 3 halvings. With institutional adoption, this will only strengthen the Bitcoin model moving forward; within 20 years, Central Banks should become obsolete. I painfully observed Bitcoin since 2013, and only recently purchased my first Bitcoin in January 2024 (aggressively mind you, as I've been stacking Silver for years - I encourage all Bitcoin stackers to stack some Silver to sleep very easy at night)!
I sleep very peacefully at night, holding Bitcoin and physical Silver!
Blessings,
Silence DoGood
☕✝️

The Geopolitical Significance of Bitcoin

Bitcoin's Role in Geopolitical Crises with Safe Haven Status, Academic Insights, and Inflation Hedging Capabilities, plus a Bonus Chart of the Halving.
Introduction In a world where geopolitical tensions frequently jar the markets, investors seek refuge in assets that can weather the storm. The question of Bitcoin’s ability to perform during periods of heightened geopolitical tensions has come up with increasing regularity. I
Bitcoin Magazine Pro and Ansel Lindner ∙ 11 LIKES
Sal Norge
"Bonus: Chart of the Day" was fire!

The Ultimate Cycle Comparison

Bitcoin Halving next week!
Dear Bitcoiners, The highly anticipated Bitcoin Halving is just a week away! This is a truly memorable event where Bitcoin’s inflation rate will drop below Gold’s. With a growing Hodler base and the drop in new supply issuance caused by the Halving – from 900 coins a day to 450 coins a day – the scarcity of the rising digital commodity is increasing. The…
Root ∙ 35 LIKES
howard
Root, thanks for this comprehensive look at the cycles. I still think one aspect of cycle psychology is missing though. That is, the length of the bull and how it ends. Obviously, bulls end when people stop buying. But what is it that make people stop buying? There are external factors such as the macro picture, liquidity, or world effecting news. But there are also inherent factors where price itself is the signal to a sufficient number of buyers that the price has run its course. You have used metrics in other charts of value and have delineated an overvalued line. Bulls generally go well over that line. It would be an interesting starting point to use the moment when the price reaches your overvalued line for cycle synchronization. This isn’t really a full cycle view but something more like comparisons of cycle ends. That might be very useful to your readers at this point in the cycle. Thanks again for an excellent write up.
Sam Niknia
So does this mean the spiral chart could break for this cycle?

Macro Video Breakdown: Stocks, Bitcoin, Interest Rates and Volatility

The global macro view
Hey everyone, I did a macro video breaking down my thoughts on Stocks, Bitcoin, Rates and Vol: Shout out to SpearPoint Management LLC, Concoda, and Prometheus Research in the video. Check out their work! See the interest rate report I did here: Trades:
Capital Flows ∙ 22 LIKES
Hunter Hsiao
Going through the video now - one quick feedback can consider is close/minimize the home page on the right so it's easier to focus on the left side of charts! I couldn't really zoom in on my laptop to see more clearly
Odin
🔥🔥🔥🫡🍷

The Mother of Bailouts: Government

The Next Big Bailout could be the mother of all bailouts: The Federal Government. So says a new report from Michael Hartnett, Chief investment officer of Bank of America Securities. And it comes on the heels of a seperate warning from Morgan Stanley that the world's governments have "only a couple of years" to fix their debt addiction before it could sp…
Peter St Onge ∙ 112 LIKES
Tess
Thanks for keeping us grounded in reality.
Carlos
Thank you for your Optimus point of view
You are so right on the subject and unfortunately so true, what ever happens only few will scape the consequences.
It seems to me that no matter how much you prepare for it, it will be so catastrophic that will change forever our way of life.
That’s one big reason for the elites buying farm land and islands, building bunkers and trying to put every one else into a 15 minute prison. But as always happens at the end the spirit of freedom will always win. In GOD WE TRUST

0xKyle's Market Color #29

Happy Bitcoin Halving! Reasons to be bullish Q2 2024
GM. Hope everyone’s been having a wonderful week. Life is good, everybody. Just wanted to say that. Anyways, enjoy. Executive Summary 📝 After what we saw last week, I repeatedly said that the fact that we didn’t break 60k was extremely bullish - after all, sentiment was max bearish, and we were at range lows.
0xkyle ∙ 8 LIKES


Bitcoin ETF flows are bearish

The price of Bitcoin and crypto in general has been soggy over recent weeks, and so have bitcoin ETF flows, which have turned slightly negative for six out of the last eight trading days. The chart b…
Geo Chen ∙ 8 LIKES
Ollie The Golden Mole
These short term correction are not out of characters with or without etf. Think we chop towards 20w(53k) MA then move higher post halving. Can't be too bearish pre halving with liquidity cycle continue to drift higher into 2025. Appreciate your input Geo. Have you thought about opening the comment section to your Telegram?
Kunal
Hi Geo -- how can I access your TG chat?

Tokyo Drifting Into A Currency Crisis

The Bank of Japan is standing idly by while their currency depreciates past the limit set in September 2022. Is all hope lost for the Japanese Yen?
This week, the Japanese Yen slid past another crucial threshold, crossing 155 to the dollar and falling even lower during a crucial press conference. For months, I’ve been writing about what I believe is a burgeoning Asian Currency Crisis with Japan at the forefront. It appears that Governor Ueda has completely given up control.
Peruvian Bull ∙ 62 LIKES
Veridelisi
It is amazing..Thank you
Aleš
Great article! I enjoyed all background information that you shared! 🙏🏻

⚡Bitcoin Halving, Runes, and Merlin Chain

Plus Mode deposits surge, tracking crypto events, and more
The Dynamo DeFi newsletter covers trends, on-chain analysis and tools in crypto each week. Be sure to also check out my YouTube for more regular content. Upgrade to the premium newsletter for access to premium articles, videos, and a Discord group.
5 LIKES

Dip or Doom?

Bitcoin has sold off to retest the $60k level once again. In this dip or doom edition, we will check in to see if the strong hands are holding firm, and if the fast money are panic selling the lows.
G’day folks! There is nothing quite like a Bitcoin dip heading into the halving to get you on the edge of your seat. This post is titled Dip or Doom, and it will be a semi-regular but ad-hoc post format for checkonchain subscribers. The goal is for me to provide my raw unfiltered thoughts on what is happening right now, so you can get a peak inside my mi…
James Check (Checkmatey) ∙ 15 LIKES
Adam
You mentioned in one of your comments that your primary focus was on the long-term, but are there any metrics you would suggest that would be useful for people trading in the shorter time frames?
Daniel Boorn
Great video update! 😃

DYLAN LECLAIR: BITCOIN BULL MARKET DIP OR CYCLE REGIME SHIFT?

Bitcoin fell below $60,000 amid fears of global conflict. Analyst Dylan LeClair unpacks whether this represents a true shift in momentum, or simply a bull market correction as bitcoin moves higher.
This article is written in partnership with Unchained, the official US Collaborative Custody Partner of Bitcoin Magazine and integral sponsor of related content published through Bitcoin Magazine. For more information on services offered, custody products, and the relationship between Unchained and Bitcoin Magazine, please visit our
Bitcoin Magazine Pro and Dylan LeClair ∙ 17 LIKES
Sal Norge
Most bullish post from y'all in a while!


Interview: Guest Lecture with Nik Bhatia on "The Bitcoin Layer" -- Currency Wars.

First time on Nik's show to talk about how Competitive Currency Devaluations can lead to (EUR)Asian Contagion 2.0. Comprehensive walk through of my "Battle of the BADS" post. Full Thread Show Notes!
It was a pleasure to be on Nik's show to talk about how Competitive Currency Devaluations can lead to (EUR)Asian Contagion 2.0. Nik was kind enough to give me the time for a comprehensive walk-through of my "Battle of the BADS" post. Once again, I tried to include relevant content in the Show Notes, so please read along as you listen.
Michael Kao ∙ 21 LIKES
Michael Kao
To be honest I think it’s a pretty incoherent thesis and see de minimus probability of that. That’s what makes a market.
DK
Michael, thank you.
What do you think of the CNY going to 5 rather than deval? How do you see that as a risk?

All Q Drops – Part 189: COVFEFE Anyone? How About Military Memetics? What’s Up with 11.11.18? Response to Betrayal & Treason?

Help Spread the Word Please subscribe, like, and share with others! Hitting the re-TRUTH button on TRUTH Social is the best way you can make an impact and help get this message out! Let’s build a community of Patriots and make progress together. You can find me @PatriotsInProgress. Thank you!
Patriots In Progress ∙ 27 LIKES
Patricia Y
Ditto. I appreciate your articles. Often, they are easier to digest than listening to Rugpull - for me. I confess the entire dynamic of discovery and solutions moves forward at an accelerated pace for me. Bitcoin is still a bit “over my head”, but I am thankfully fascinated with it as a solution. Incredible.
Joe Kronner
Sitting here at one of our stores this afternoon enjoying a good read. It is fun now to look back at the time these Q Drops first were printed and realize how much my perspective has changed and improved. Thanks for all your work with the Q Drops and Bitcoin it really helps.
God Wins!
God Bless!!!

The Banks Don't Want The Crypto Wealth

To investors, New industries bring new problems. The market has been focused on the various ramifications of bitcoin and crypto adoption, but these conversations have historically revolved around geopolitics, nation state acceptance, and portfolio construction.
Anthony Pompliano ∙ 60 LIKES
michael bahra
Better yet, if most of my wealth is in crypto, can I be considered an accredited investor question
michael bahra
Does crypto count for being an accredited investor?

Navigating Runes Protocol Launch: Beyond the Initial Hype

My short term bearish, long-term bullish stance on Runes.
Bitcoin halving is in 3 days and Runes protocol is launching at the same halving block! I’m sure you’ve heard about Runes protocol already, but I want to share my thesis why I’m short-term bearish but long term bullish, how to prepare, and what protocols/tools to use to not miss out.
Ignas | DeFi Research ∙ 35 LIKES
Ken Ashe, DeFi PM
Runes are so hyped on X right now
José Loureiro
Hey Ignas, thanks for another interesting article.
Have a question if you dont mind: if you hold PUPS on Solana, how do you get Runes airdrop?

Opposing The Gaza Genocide While Supporting Biden Is A Dishonest, Nonsensical Position

Listen to a reading of this article (reading by Tim Foley):
Caitlin Johnstone ∙ 303 LIKES
El dragon
"If you support either party, you have blood on your hands" George Galloway
Hannahlehigh
I believe anyone who supports Biden and/or genocide are evil. I really want the killing to stop, its heart breaking to think while Im in my warm bed at night sleeping, children are being blown to bits, it really makes me sick.

Bitcoin Halving 2024: A Turning Point for Miners and Market Dynamics

Exploring the Impact on Mining Operations, Network Traffic, and Economic Shifts in the Bitcoin Ecosystem
Intro As Bitcoin inches closer to its much-anticipated halving event, the air is thick with speculation and anticipation. This blog post peels back the layers of the Bitcoin ecosystem's current state, exploring how miners brace for change, how network traffic adjusts in response, and what these shifts mean for the broader economic landscape. Join us as we navigate through these transformative times, providing a detailed narrative on the complexities that shape the future of Bitcoin in a post-halving world.
Bitcoin Magazine Pro and Ansel Lindner ∙ 10 LIKES

Where is Bitcoin going after the halving?

Also a power law in the Bitcoin ETFs and sticky inflation.
Welcome to the Friday edition of the Ecoinometrics newsletter. Every week we bring you the three most important charts on the topics of macroeconomics, Bitcoin and digital assets. Today we'll cover: Where is Bitcoin going after the halving? Power law in the Bitcoin ETFs.
Ecoinometrics ∙ 27 LIKES
Sean
It's mental because the ETFs hold zero Bitcoin. They have IOUs of Bitcoin from the custodians. 9 of which are held by Coinbase.
Mihai M
Top notch charts

Politicians Want Higher Taxes To Cover For Their Lack of Discipline

Today’s letter is brought to you by Shortform! Shortform has the world’s best guides to 1000+ nonfiction books. Learn key points and gain insights you won't find anywhere else. Understand the world’s best ideas. Crystal-clear logic — We take confusing ideas and explain them in plain and simple ways. Never get confused by a complicated book again.
Anthony Pompliano ∙ 49 LIKES
steve rappaport
I want to agree with you here, and yet I can't fully. Whatever system we have will be somewhat gamed, but its become now a bit of a ridiculous joke. If everyone in America can pledge stock and take out loans or carry forward forever, there is never a taxable event. There needs to be a way to bring back equity to the system and overtaxing at the $400,000 mark as Biden is proposing is not any better as it still leaves everyone at the mega level untouched as they have tiny incomes relative to their net worth. Buffet is giving away 99% of his net worth anyway, so are many others -- 100% of us are going to die. Is this the best we can do for humanity, really? I don't know if the government is the best steward of our funds, maybe it is more local, but the USA looks really bad next to us here in Europe. I used to think that Europe was taxed very high, but really the opposite is true. Americans pay other taxes that end up being so much more expensive for crap services like healthcare and schooling, while we have awesome infrastructure and great mass transit.
Chris Bordeaux
Absolutely absurd. If the government was a startup company, investors would stop funding it because they are wasting our funds and have no idea what they are doing (or worse, they are doing it on purpose). Rather than judiciously allocating the budget, the government persistently milks its citizens for more money, facing no repercussions for its continuous fiscal recklessness. They have no disincentive to keep doing so...

Gen Z Just Might Save The World

Notes From The Edge Of The Narrative Matrix Listen to a reading of this article (reading by Tim Foley):
Caitlin Johnstone ∙ 384 LIKES
Andrea Layton
Caitlin I love your stuff… I read it every day.
But lets not forget its the sacrifice of the Palestinian people that are saving the world!
They are the ones that are suffering on the cross for the sins of the world!
We thank Gen Z’s for their bravery, intelligence and commitment to stand for the greater good!
Feral Finster
1. That jerkstain shouting "Kill the Jews!" was assuredly an agent provocateur.
2. Regarding Chinese "expansionism", the last time Chinese troops went into combat was 1979. Contrast the track record of the entirely peaceful and freedom-luvin' United States since that time.
Hell, even Hitler claimed to be defending himself.