Stefan Toetzke

[zerohedge @zerohedge]

mRNA COVID-19 Vaccines Caused More Deaths Than Saved: Peer-Reviewed Study https://t.co/uC5ZdQraCB

[AlexanderMittermeier @AlexMittermeier]

#Bitcoin bullrun: Die Analysten von CryptoQuant sehen $BTC mittelfristig bei 54.000 US-$, im Cycle-Top im nächsten Jahr bei 160.000 US-$. Gründe: #ETH-Hype, Halving, akt. Marktzyklus, Macro Ausblick, wachsende Stablecoin-Liquidität https://t.co/yQkwwR4KeL via @coindesk

[Blocktrainer @blocktrainer]

OHA! 😮

Ein neues Paper der #EZB (@ecb) zeigt:
Der #Bitcoin-Handel wird zwar global durch Marktvolatilität und Spekulation angetrieben, bietet aber in Schwellenländern auch Stabilität gegenüber instabilen Währungen🤯.

"Bitcoin scheint auch spezifische Transaktionsvorteile zu bieten, insbesondere in den Schwellen- und Entwicklungsländern."
[...]
Dies deutet in der Tat darauf hin, dass Bitcoin trotz seiner starken Kursschwankungen auch als Wertaufbewahrungsmittel oder Tauschmittel in Ländern wertgeschätzt wurde, die einen Kaufkraftverlust ihrer Landeswährung hinnehmen mussten." - EZB

Wir werden das komplette Paper alsbald analysieren und in einem Beitrag auf https://t.co/v7kKplAbJU aufbereiten ☺️

[Lund Skåne St.Pauli @LundSkaneFCSP]

Spieltag! Who the f**k is Hansa Rostock? Forza St. Pauli!!
🤎🤍❤️
#fcsp #fcspinternational

[Stack Hodler @stackhodler]

"Currency devaluations typically occur abruptly during debt crises"

History repeats.

We're watching a sovereign debt crisis unfold.

And there are two ways out: Massive dollar devaluation, or mass defaults.

Nobody wants zero-yield hard assets that can't be seized or debased until everyone wants zero-yield hard assets that can't be seized or debased.

#Bitcoin was created to protect you for this moment.

The debt crisis is going mainstream.

Bitcoin is the ark for the coming fiat flood.

Or the solid shelter for the coming deflationary earthquake.

Expect BlackRock and Fidelity to run with this narrative the moment a spot BTC ETF gets approved.

Finite supply. Zero counter-party risk.

Two attributes that that will soon be very highly valued.

Slowly at first, then all at once.

[TheBlackWolf @thewolvenhour]

Economy
Not too much to say here; you can feel it in your pockets. Inflation (caused by the FED and the Russian & Chinese sanctions) is on a rampage and the US FED’s answer is raising interest rates to break the global economy; it is very revealing to see them asking for “more unemployment”, meaning, you have to suffer. China is fighting a deflationary vortex that has been brewing for decades now, as their real Estate market crashes, their population growth cannot explosively feed the economy anymore and they are seeing their currency depreciating hard; so they are dumping US treasuries (as pretty much everyone else) to support their own currency. Meanwhile, since the BRICS club is expanding and trying to avoid the US weaponized dollar, they are also dealing in their own currencies for their trading. Maybe we are seeing the dawn of de-dollarization; maybe not.

As I’ve written in the past, the FED is “reading” lagging data and is actively trying to break the back of the US employment market, which is the major driver of why we are not in a huge recession already. They are tightening in the hardest fashion possible and will continue doing so until they break something. Raising the rates seems to be evaporating market liquidity but meanwhile the already insane US debt is becoming a crashing weight load as just the interest rates are close to a trillion USD. In March of 2023, U.S. debt reached 31.46 trillion USD. And the “experts” say a recession is the only way forward.. but it’s not going to be a recession, but stagflation (do yourself a favor and look it up).

[TheBlackWolf @thewolvenhour]

Pre-Apocalypse now; a real Mad Max story

I like reading; I love it actually.. because it’s revealing how ironic the matrix, we’re living in, is. For thousands of years, time after time, humans have been fighting for the same things, driven by the same vile instincts, massacring, conquering and plundering with no remorse or under the guise of some moral blanket like religion, civilization, human rights (LOL, that’s a new one). But we have also proven to be resilient beyond belief and capable of greatness every now and then; and this is coming in huge spiraling cycles (you know how it goes: hard times create strong men, strong men create good times etc. etc.)

It’s useful to try and “hear the music”, especially if you can understand the tone; and if you have read about something similar in history, you just might be able to “predict” the rest of the song. I find this very useful to navigate life, manage my assets, my investments but also my way of life. But honestly, I find it entertaining- to the point of hilarious- to see the magnitude of oblivion and ignorance in the pre-apocalyptic world around us; Elon Musk famously said: “the most entertaining outcome is the most likely one��. I would also argue that what can happen, will happen (as in Murphy’s law) and the human species is very keen on directing and starring in ironic tragedies.. and here’s is my question: Is this us being entrained in a tragic circus, moments before Apocalypse?

I’ll try to approach this in 3 distinct but interwoven pillars: War, Economy, Society & Morality as I consider them essential aspects for the survival of any civilization from antiquity (yes, I do think of Rome & Hellenistic Kingdoms too much and yes, I am retarded) to today. Obviously, it will be going through a Western lens, since I’m naturally biased. Maybe the historian of the future will thank me; the irony is that he will probably find himself in a new post-apocalyptic stone-age, so it won’t matter too much anyway.

[Gabor Gurbacs @gaborgurbacs]

TLT, the iShares (BlackRock) 20-year U.S. treasury bond ETF is down 45% over the past 3 years, but a Bitcoin ETF is too risky for retail investors? Btw, this is a $38 Billion ETF (was closer to $80Billion). Where are the regulators to "protect" investors? Why the double standard?

[Stefan Toetzke @AAAnalyzer]

@BitcoinNewsCom https://t.co/GI6DvuwuRb

[Joe Consorti @JoeConsorti]

Credit Default Swaps on US Treasury debt is at a new 11-year high 🚨

With the latest bout of UST selling, the whole curve now averages ~4.5% — dwarfing the 2.1% average coupon on outstanding UST debt.

Default protection for the US repricing accordingly:

[Billy Oppenheimer @bpoppenheimer]

1/ Simplify

Emerson said great writing uses “the language of the people.”

Bad writing uses big words.

People don’t want big words. If they want complex ideas, they want them made simple.

@RyanHoliday writes in a favorite @dailystoic email: if it’s not simple, it’s bullshit:

[BrooklynDad_Defiant!☮️ @mmpadellan]

This is HILARIOUS!

Republican Jesus is the funniest thing you will see on this site ALL DAY. 🤣🤣🤣🤣

[Holger Zschaepitz @Schuldensuehner]

The future is Italy, & it’s bleak: A rising far right is a portend of what may be come. Giorgia Meloni, leader of far-right Brothers of Italy party, opened her 2021 book w/strange call to arms: “If this is to end in fire, then we should all burn together.” https://t.co/6p1NPaH05i

[Tajo Crypto @TajoCrypto]

@bitcoinarchive Former Blackrock Executive Edward Dowd stated that despite the market situation, Bitcoin is here to stay. He compared Bitcoin to gold, stating that Bitcoin is a better store of value. He also said that Bitcoin can be digitally exchanged, but gold is tough to sell. Bullish take

[Stefan Toetzke @AAAnalyzer]

https://t.co/sqLpuOfzgM

[bu/ac @buperac]

BANK Outages at all big 5 banks!
It’s happening.
Trudeau has crushed consumer confidence in the banks in less than 48 hours. Some ATMs are still allowing cash to be pulled out but going empty.
The bank has now locked up EVERYONES funds!
🇨🇦 🔔

[Dylan LeClair @DylanLeClair]

Here's whats taking place:
(This chart is from 12/20, but the point holds true)

- There is an absolutely massive amount of debt trading around the world with no yield, both in real & nominal terms

- This means that the cost of capital everywhere is 0%... or negative (!)

1/4

[Stefan Toetzke @AAAnalyzer]

@wonderofscience wow

[Izabella Kaminska @izakaminska]

Another perspective. https://t.co/6JZEDGPYUe

[David Fickling @davidfickling]

This sounds much better now with the correct soundtrack: