Damus

Recent Notes

note1flevv...
CZIGO profile picture
Liquidation ≠ rotation. Forced, not strategic.

Institutions needed cash because funding stress increased (SOFR-EFFR spread blew out) and held Bitcoin as liquid asset.
note19eeq8...
CZIGO profile picture
Once you see it, that the bond market is the global vehicle by which our governments sell our future time at a debasing rate….you can’t un-see it.
CZIGO profile picture
Bond market: how much slavery can we extract from this population
Bitcoin: how much PoW do you need to be free