Damus
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OostLog
@OostLog

Portfolio manager (EM debt, rates, FX). De- vs centralisation is the left/right of our age. Bitcoin, markets, life, family etc. Writing into the void

Relays (9)
  • wss://nostr.wine – read & write
  • wss://nos.lol – read & write
  • wss://relay.snort.social – read & write
  • wss://relay.damus.io – read & write
  • wss://premium.primal.net – read & write
  • wss://nostr.oxtr.dev – read & write
  • wss://nostr.mom – read & write
  • wss://eden.nostr.land – read & write
  • wss://offchain.pub – read & write

Recent Notes

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If we get a new market crash, don’t underestimate the probability that Bitcoin responds to liquidity faster than before and just skips the whole initial drawdown thing. Not a certainty but a possibility
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Europe always lands on its feet btw. Gloating about a temporarily complex situation it faces is misunderstanding the continent. These types of challenges are like breathing in and out for it.
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People look down on office work, but I’ve always enjoyed it. As long as you’re in there suffering together with likeminded and energetic people it builds a sort of camaraderie that’s quite special
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Fed balance sheet has been expanding again since December. Given that, we’re likely to be in conditions where bitcoin resumes its path up. Maybe at best interrupted by a brief out-of-pattern March 2020 like shock. But there’s a non zero chance we’re already at the worst of that
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You should take note of the exact people who conclude “BlackRock is collapsing” from a private credit fund with <0.2% of the firm’s AUM gating outflows. They are unlikely to understand anything about anything so are best never again paid attention to. Filtering opps must be used
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Once financial centers that were once seen as a safe haven start being threatened, you might actually see a bid under BTC emerging
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Patiently waiting for all the tradmedia articles highlighting Bitcoin’s relative strength compared to everything else and how we’re going back to 100k. They must be coming any moment now (crickets)
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