Stack Hodler
StackHodler

https://pro.stackmacro.com

Sovereign investing and macro from an Alpine village 🇨🇭

Public Key

npub1g4lp0dl2j75ytgx3l287m2vhvktx0r363t6xm3n8r4qwq5xws47swgxt9c

NIP-05 Address

[email protected]

NIP-57 Address

[email protected]

Profile Code

nprofile1qqsy2lshkl4f02z95rgl4rld4xtkt9n83cag4ardcen36s8q2r8g2lgeujy90

Publishing to

nos.lol

relay.damus.io

Author Public Key

npub1g4lp0dl2j75ytgx3l287m2vhvktx0r363t6xm3n8r4qwq5xws47swgxt9c

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Last Notes

2023-03-24 13:27:33

In 2007 US Debt-to-GDP was 62%. Today it's 129%.
Political insiders absolutely fleeced the country over the past 16 years.
And before they try to convince you it's your patriotic duty to pay off this debt, remember this:
As the bombs dropped overseas, the infrastructure crumbled at home.
Central Bankers suppressed interest rates and enabled political graft while health and education standards fell.
Politicians voted on legislation by day, and managed 7, 8, and 9 figure portfolios by night.
And the media propagandists made sure that the rabble looked left or right, instead of up at the leaders, or down at their pockets being emptied.
So today the debt bill sits at $31.6 Trillion.
And currency debasement is the only way to pay it off.
The plutocrats have gotten theirs, and now they're going to stick the rest of us with the bill.
But there's a way to protect your hard-earned monetary energy: #Bitcoin
It's the only money they can't seize, debase, or manipulate. Which makes it ideal for surviving the coming fiat flood.

2023-02-23 14:09:48

YouTube incentivizes surprised soy boy thumbnails
Instagram incentivizes lips inflated to 50psi
Twitter incentivizes outrage and doom
Zaps incentivize pura vida 🤙

2023-02-23 13:54:20

For those keeping score at home: New high on the EU 30 Year bond yield. EU05Y as well.
Imagine locking up your money for 30 years in exchange for 2.5% annually paid in EUROS 😂
Complete garbage.
https://nostr.build/i/nostr.build_27c885d8ae0255061d1f91c50f0064fd1ae681c831934a09657b6814cc20b912.png

2023-02-23 11:05:06

Once you get used to storing your wealth in Bitcoin it gets really hard to buy assets that you don't have full control over.
Throw in unpredictable supply, limited portability, operational risk, and counter-party risk and very few assets look as appealing as they once did.

2023-02-23 10:58:51

Of all the places to store the hard won fruits of your labor...
Imagine trusting a scarf-wearing convict and putting it in sovereign debt backed by a hodgepodge of aging + bankrupt countries.
https://nostr.build/i/nostr.build_a4be62dc7fcc3c584bd6aedc90c6f44310e82e0972fef87bdc7fd0a843e1237a.png

2023-02-21 15:41:12

Some popular traders on Twitter that have been bearish since 15K are starting to sound desperate for the orange coin not to bust through 25K 😂 Feels good to stack and chill.

2023-02-21 13:53:15

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Bottom line: It doesn't matter if it's the US, China, or a crypto scammer creating the money; if it has zero cost of production, it's a shitcoin.

2023-02-21 13:51:04

China is spreading utterly false propaganda saying that the US creates $100 for only 17 cents, which is unfair because it buys $100 worth of real goods from the rest of the world.
Fact Check: Dollars cost 0 cents to create since they're digital now.
https://nostr.build/i/nostr.build_ff2ad6bdc3e13c4dc29dee367d251d394f51a5808ba181fcda3ad4889dcd3f06.png

2023-02-17 13:10:06

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I continue to believe that holding neutral, scarce money is going to be crucial for any investor who wants to protect wealth in the coming years.

2023-02-17 13:09:41

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Russia and China realize this.
Which is why you can expect attacks on USD reserve status to continue.
The more we approach direct conflict, the greater the incentives to disrupt the system.
And >120% debt-to-GDP + inflation (rising rates) make this a vulnerable system.

2023-02-17 13:09:20

USD hegemony is a matter of life and death.
Reserve currency status lets the US run multi-Trillion dollar annual deficits while being >$30 Trillion in debt.
And deficit spending funds real-world military growth.
Global seignorage provides a huge military advantage vs. enemies.
https://nostr.build/i/nostr.build_180f7e686abeba45ff433742c1d2bf62a684effff16c1cb73e91789fd5fdc4cf.png

2023-02-06 12:17:36

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It's legit. Direct democracy voting on issues via pen and paper ballot. And people are chosen to count votes similar to the jury duty process in the US (not only partisans counting votes). It's a highly respected process and votes are taken seriously by most people I know.

2023-02-06 11:36:11

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Thank you!

2023-02-06 11:35:26

🇨🇭🐄 Switzerland will vote to make cash transactions a constitutional right.
A consequential vote as global central banks test out CBDCs.
https://nostr.build/i/nostr.build_31ae54576945c3fa780cdc6739648cc1285456aadce768bd38e506c19d229d37.jpeg

2023-02-06 10:10:58

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Thank you sir 🙏🏻

2023-02-03 08:54:55

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Gm. Good day for some focus, let's finish the week strong ;)

2023-02-02 20:26:16

The whole point of nostr is that it can't be stopped simply by taking an app off the app store.
If the CCP or Charlie Munger want it banned you're probably doing something right.

2023-02-02 15:40:16

Dalio is all over the place with his Bitcoin takes today on CNBC:
“It has no relation to anything”
“It’s a tiny thing, it gets disproportionate attention”
“It’s not going to be an effective money, storehold of wealth, or medium of exchange”
"But we’re in a world where we’re printing too much. "
"In that world the question is what is money and how does it operate?" ... yes
"I don’t think that the stable coins are good because then you’re getting a fiat currency again."
"The digital Renminbi will begin to become more of a thing."
"If Saudi buys things in RMB, they’re going to hold more things in RMB."
So... Digital RMB? Sounds pretty darn fiat to me.

2023-02-02 13:40:53

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Epic.

2023-02-02 13:27:06

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My logical brain agrees with you, my heart doesn't want to hear it lol.

2023-02-02 13:25:20

Bitcoiners will literally bootstrap a decentralized social network with lightning integration in a bear market rather than go to therapy

2023-02-02 13:23:58

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Followed! Time to write some bangers ;)

2023-02-02 13:23:12

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Whattup Archie!

2023-02-02 13:20:47

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I like holding shares in private companies, especially if I can control it.
But I haven't owned any public ETFs since 2020. I don't think it's a bad idea to hold some for diversification (like VT or VTI ) but I see them as an inferior form of money/SoV that will lose to BTC over the long run so I find it hard to buy them. I also like having unilateral control over my money. After living in multiple countries, I find it very valuable to be able to take my wealth with me wherever I go without having to file any paperwork. These are just my personal views though and probably not right for most people.

2023-02-02 13:00:42

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I still have a hefty cash allocation. I bought some BTC today but plan on maintaining a cash cushion for a while longer. BTC gains will make up for loss of purchasing power, but I'm protected to the downside in case we somehow haven't seen the worst of the bear. I think we have, but I can't be certain. So yes I'd play it cool and collect the interest.

2023-02-02 12:02:46

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It happened quite a bit last year already. Going to depend a LOT on who the next BOJ governor is.

2023-02-02 11:38:32

10 Year JGB just hit the .5% YCC limit for the first time since January 18th.
Now back to your regularly scheduled bond buying.
https://nostr.build/i/nostr.build_3738f90723a302aaf69d5d922e33ccd2a1f9bc055bed6e67c6cc577a4d6f6522.jpeg

2023-02-02 09:04:04

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NG way U

2023-02-02 08:47:36

Over the past year we saw:
- A major transfer of BTC from weak to strong hands
- Massive amounts of leverage wiped out
- Paper Bitcoin exchanges nuked
- "cRyPtO vCs" rekt
The dollar has given up about half of its gains from last year, and continues to fall after yesterday's FOMC.
Meanwhile there's a fat wad of cash on the sidelines. What happens when people realize cash is once again trash?
https://nostr.build/i/nostr.build_64bb0f98221c523ce40f13a9ccaa209a7f249c7b5b3f6e9d60aa87b324cbb43e.png

2023-02-01 20:54:34

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I was using a Muun wallet but just set up a WoS 👌🏻

2023-02-01 18:30:41

Old school Internet vibes right now
BRB gotta eat dinner
https://nostr.build/i/nostr.build_a4f5c9b8da805f377b2d02132d6b134bb08fe50ec713dfe8f011bbed13b9ad97.png

2023-02-01 18:25:49

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Unreal how quickly it went downhill. Good to see you here!

2023-02-01 18:12:25

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The part where the mom is putting the kids to bed before the water comes to drown them.
Normies are the kids and the mainstream media is the mom.
Inflation is good for you. The financial system is strong.

2023-02-01 18:10:23

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Thanks for the warm welcome, loving it here already 😁

2023-02-01 18:09:32

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Just set one up, can you see it?

2023-02-01 17:48:55

Japan is setting records left and right.
2022 was their largest ever trade deficit thanks to yen depreciation and high energy import costs.
And last month they set a record for bond purchases. $182 Billion in JGB purchases.
Tell me again why Bitcoin won't work?

2023-02-01 17:41:41

Relays are alive again. Thanks to all relay hosts for scaling up. This place is making me feel optimistic.

2023-02-01 15:18:35

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Thank you sir

2023-02-01 14:13:54

Klaus is going to be fuming when he finds out the plebs can speak freely on nostr

2023-02-01 14:04:34

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I'm sure Jack can fix that

2023-02-01 14:02:29

Where's the edit button?