Nate Hamilton

Entrepreneur | Investor | Family Man | Believer in the Transformational Power of Family Capital to Drive Progress in Business, Innovation and Philanthropy

[Ray Dalio @RayDalio]

At the moment, a huge amount of attention is rightly being paid to the newly announced tariffs and their significant impacts on markets and economies. But very little attention is being paid to the circumstances that caused them—and to the even bigger disruptions likely still ahead. Don’t get me wrong: these tariff announcements are important developments. But most people are overlooking the much larger forces that are driving just about everything, including the tariffs.

In my latest article, I discuss what I believe is far more important to keep in mind: we’re witnessing a classic breakdown of the major monetary, political, and geopolitical orders. This kind of breakdown happens only once in a lifetime—but it has happened many times in history, when similarly unsustainable conditions were in place.

#principles #politics #economics

[Bill Ackman @BillAckman]

The country is 100% behind the president on fixing a global system of tariffs that has disadvantaged the country. But, business is a confidence game and confidence depends on trust.

President @realDonaldTrump has elevated the tariff issue to the most important geopolitical issue in the world, and he has gotten everyone’s attention. So far, so good.

And yes, other nations have taken advantage of the U.S. by protecting their home industries at the expense of millions of our jobs and economic growth in our country.

But, by placing massive and disproportionate tariffs on our friends and our enemies alike and thereby launching a global economic war against the whole world at once, we are in the process of destroying confidence in our country as a trading partner, as a place to do business, and as a market to invest capital.

The president has an opportunity to call a 90-day time out, negotiate and resolve unfair asymmetric tariff deals, and induce trillions of dollars of new investment in our country.

If, on the other hand, on April 9th we launch economic nuclear war on every country in the world, business investment will grind to a halt, consumers will close their wallets and pocket books, and we will severely damage our reputation with the rest of the world that will take years and potentially decades to rehabilitate.

What CEO and what board of directors will be comfortable making large,
long-term, economic commitments in our country in the middle of an economic nuclear war?

I don’t know of one who will do so.

When markets crash, new investment stops, consumers stop spending money, and businesses have no choice but to curtail investment and fire workers.

And it is not just the big companies that will suffer. Small and medium size businesses and entrepreneurs will experience much greater pain. Almost no business can pass through an overnight massive increase in costs to their customers. And that’s true even if they have no debt, and, unfortunately, there is a massive amount of leverage in the system.

Business is a confidence game. The president is losing the confidence of business leaders around the globe. The consequences for our country and the millions of our citizens who have supported the president — in particular low-income consumers who are already under a huge amount of economic stress — are going to be severely negative. This is not what we voted for.

The President has an opportunity on Monday to call a time out and have the time to execute on fixing an unfair tariff system.

Alternatively, we are heading for a self-induced, economic nuclear winter, and we should start hunkering down.

May cooler heads prevail.

[Dan Tapiero @DTAPCAP]

It's ridiculous that anyone questions @elonmusk skill.

D.O.G.E doubters going to be surprised.

[investingLive @investingLive_]

The US pending home sales index just broke the pandemic low and is now at the worst ever level.

[The Factor Report @PeterLBrandt]

An FYI on $BTC
Current bull market cycle in $BTC will soon become the longest time post halving in history for a new ATH
or,
Could indicate that new ATH is not in the cards

[Nate Hamilton @TheNJH]

@RaoulGMI Cowbell cometh

[Nate Hamilton @TheNJH]

@Airdrops_one This is a turning point...other nations will follow, the game theory is inevitable

[Grey Ledger @Airdrops_one]

There you have it: BTC Reserve

"United States of America to keep 100% of all the Bitcon the US Gov holds or acquires into the future...

I hope you do well ...

Core of the Strategic National Bitcoin Stockpile"

NFA. 🫡

[Nate Hamilton @TheNJH]

What Happens When The US Dollar Dies w/ Brent Johnson https://t.co/qkMfJUK8IW via @YouTube

Great interview here that discusses an important dynamic most family offices and investors are not thinking through…

[flow @tradetheflow_]

Every one is talking about the VC + CEX cartel where teams are pushed to launch at the highest possible FDV on tier-1 CEX and provide exit liquidity for VC and insiders

The result: New coins are not great investment anymore

But how real is this? I crunched the number for you 👇

[James Seyffart @JSeyff]

Looks like odds just went up for SEC to deny Ethereum ETFs by claiming #Ethereum is a security. Not a guarantee that they will do this but i think this almost guarantees that the SEC is at least considering it. (not groundbreaking but first i've seen in public SEC documents)

[Nate Hamilton @TheNJH]

@nsquaredvalue Diminishing returns in each cycle has been the only real constant…

[Travis Kling @Travis_Kling]

🚨🚨Today I'm publishing my thesis on what I think could be the defining feature of the next 12-24 months in crypto.

Settle in, this is a long one. The thesis is called:

"A Lack of Pretense That Any of This Shit Does Anything or Will Ever Do Anything"

Not financial advice.

[John W. Creasy @21milinfinity]

Now that you have secured the hardest asset on earth #bitcoin, you can focus on the ten rules for life. Wealth comes in many different forms.

[Timothy Peterson @nsquaredvalue]

Today is the day that #Hollywood died. Actors, scripts, production lots, cameras. All are now obsolete. All you need is an idea and a computer.

[Nate Hamilton @TheNJH]

@RaoulGMI Raoul the Blue zones wisdom makes sense but breakthroughs will create massive leaps ahead. It’s akin to comparing tradiFi portfolio allocation vs. crypto…the old 60/40 adages will be meaningless vs. forthcoming innovation. Discuss more over a good bottle of wine soon?…😂

[Anthony Pompliano 🌪 @APompliano]

Navy SEALs were conducting a mission in the Gulf of Aden over the weekend.

They were boarding a foreign ship transporting weapons to Somali.

As they boarded, a massive wave from the rough sea threw one of the SEALs into the ocean.

Immediately, a second SEAL jumped into the ocean in the dark of night to stay with his brother.

Both SEALs are currently missing and the Navy is conducting missions to find them.

The level of loyalty, dedication, and sacrifice that our service members exhibit on a daily basis should be an inspiration to all of us.

Leave no man behind. Small teams working together to do the impossible.

May both of these warriors come home and may the rest of us learn from the heroic act.

[Dan Tapiero @DTAPCAP]

First time EVER #SEC approves #ETF for underlying asset with FINITE supply.

FINITE.

Leads to squeeze on supply and drives up price exponentially.

Underlying supply of GLD, QQQ, USO, TLT always goes up when price goes up..Not so for #BTC  🚀  

#Bitcoin   
#BitcoinETFs

[Ryan Rasmussen @RasterlyRock]

In 2024... Bitcoin will set a new all-time high, the spot bitcoin ETF will be the most successful ETF launch of all time, Coinbase’s revenue will double, and more…

Here are 10 Crypto Predictions for 2024 by the team at @bitwise

🧵👇

[Willy Woo @willywoo]

It's very likely we are on the eve of a #Bitcoin spot ETF.

The first commodity ETF was SPDR Gold Trust. It provided a simple way for investors to access gold in their portfolio. When it launched gold went on to an 8 year rally with no single down year between 2005 - 2012.