Damus
Dr. Jeff profile picture
Dr. Jeff
@DrJeff

I'm mostly on Substack these days, writing Dr. Jeff's Macro Chartbook... come find me there!

https://jeffross191961.substack.com

- Macro
- Charts
- Geopolitics
- Random musings
- Sometimes funny
- Occasional doom and gloom
- Fund management insights
- Never individual investment advice

** Nothing to do with Vailshire Capital Management, LLC or Vailshire Partners, LP hedge fund **

Relays (8)
  • wss://knostr.neutrine.com – read & write
  • wss://misskey.04.si – read & write
  • wss://purplepag.es – read & write
  • wss://r.hostr.cc – read & write
  • wss://relay.nostr.band – read & write
  • wss://relay.nostreggs.io – read & write
  • wss://relay.primal.net – read & write
  • wss://premium.primal.net/ – read & write

Recent Notes

KrP · 2d
That's the way
BTC Reefer · 2d
Do you know what DCA means...
Dr. Jeff profile picture
Bitcoin is Dead. Long Live Bitcoin.

RSI: 18. Fear & Greed: 20. Down 26% from the May high. The obituary writers are out in force.

But zoom out. 61.4% below Power Law fair value. 8% above a support floor that has never once been breached in 15 years. BES mean-reverting after historic panic selling.

Issue #8 of Dr. Jeff's Macro Chartbook is live — every other Thursday, after the close.

Here's a link to Issue #8:
https://substack.com/@jeffross191961/p-200670034
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Primal Protocol · 4d
Like Bitcoin, our bodies thrive on strength, not weakness. Meat builds resilience.
Dr. Jeff profile picture
The fear is palpable among the many who still price their lives in dollars or other fiat currencies.

Few understand that Bitcoin is the only Denominator that matters.
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Mr Smith · 4d
Boom 💥
BitLo · 4d
Fear and Greed at 11. 😂
BangBitcoin2 · 4d
Bullish
epsql · 4d
Do you have bills and payments due in sats? I see what you're trying to say but it also feels unrealistic for most people
William ₿ Travis · 4d
Time preferences are so short these days.
Shadow Captain · 4d
fear hitting IT folks rn
FeynStructure · 4d
I was going to buy my first house this year but the seller doesn't accept the value of my denominator 😒
Trav · 4d
Big FUD push towards MSTR right now. CNBC, X... lots of people cheering for Saylor to fail.
Sydney Bright · 4d
This is the way
⚡ Dee Kay ⚡ · 3d
Institutional btc being sold to get cash for spacex / anthropic / openai IPO.
Simetra · 3d
The fear should be palpable for all who price their lives.
South Park Hodl · 3d
Can imagine though if everyone has to ignore the fiat denominator all the way through another -70% peak to trough that brings us to around $40k?
The Stacker Monster · 3d
So the fear is palpable among almost everyone? Almost everyone lives in a fiat currency world today. Bitcoin is not the denominator that matters today. I can buy less houses, cars, bananas today than I could anytime in 2025. This type of post sounds nice, but it is useless, just engagement bait ...
Account deleted · 3d
absolute clown shit, DR Jeff. Are you living in the real world? The world where rent and utilities and healthcare and food is paid for in fiat currencies? I'm sure you have a nice fat stack of fiat to offset these obligations which you can from fiat engineering.
shaylen_carson · 5d
😅🎉 https://blossom.primal.net/a154fd50e32e2d6b1799e444926b9bf37d62fe21cb0fc1bcf06f070c197a46bf.mp4
Chain Signal · 5d
June 2026 may be a critical month, but it's worth noting that the 58k Gang's average transfer value has decreased by 30% since its peak in January 2026.
Owen Gregory · 5d
I’m in, rounding up.
Retinadoc · 5d
I’m tired boss I just want to retire
BitLo · 5d
I’m backing up the truck at $60k. My truck is comprised of about $37 and a couple of wooden nickels.😂
sitting at an airport bar · 3d
Got more sats today than same buy last week, why would I be upset about it? https://blossom.primal.net/400e0b0c05cb16af773cd1b13dc403ac98955c49b4bef3d241f2368316f7f0ca.jpg
Evan · 3d
Deploying capital
josh · 3d
nostr:nevent1qqsf55n7acdva0tk7jus7c7el93k8yh7yely3p3tw8tez8u00gyxa6svel64k
sitting at an airport bar · 3d
Haven’t people been saying for awhile that there’s all kinds of options at $58k that must get liquidated before we go up? In not super keen on that aspect of this maybe you or nostr:nprofile1qqswmnfq2k830kvnylvyrezc97dsqce343qppqrwlgpqaux5qpuwdkspz3mhxue69uhhyetvv9ujumn0wd68ytnzvuq3qamnwvaz7tmwd...
shaylen_carson · 3d
Steady lads..😅 https://blossom.primal.net/c057dd7339e932359cbe0f6f2254e3f7b4a9b8c4b7e8d20de423d56ecdd265a6.jpg
Herpaderpa · 2d
We're going to get $59,000 exactly. No last ride for 58k gang is max pain
The Stacker Monster · 1w
ISM is accelerating, meanwhile BTC keeps going down.. Where are all the Business cycle / Bitcoin correlation bros?? Wasn't nostr:nprofile1qyvhwumn8ghj76mwdaehgu3wdejh2arjd9hx2tnrdakszymhwden5te0d45h...
Dr. Jeff profile picture
An observation, not a theory.

It's been a fairly tight correlation throughout the past 13-14 years.

The chart below (from Real Vision) shows it well.

At some point, I am expecting the alligator jaws (divergence) to close.

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The Stacker Monster · 1w
Well, more than an observation, right? You, iirc, communicated an expectation for bitcoin to rip higher alongside ISM. Not hating, this bitcoin price action has just been downright nasty the last several months, particularly while watching stocks at ATHs. Personal lesson for myself, probably shou...
BitLo · 1w
That doesn’t look good to me at present.
sean · 1w
No man should work for what another man can print
Neo ⚡️ · 1w
🎯💯
Neal · 1w
absolutely true https://www.modernchains.com/
travis · 1w
Everything changes when you stop using their money.
BlueDuckBTC · 6d
If it is just a money problem, how do you explain the historical and current data coming in like this one? Wages are stagnant at best but “profits” continue to go up. If this was caused by debasement or fiat, wouldn’t the numbers stay relatively congruent? Profits is everything that’s left a...