Don Lopez

Passionate about Marketing, Sports and Crypto. Serial Entrepreneur. STR Investor. Lover of Freedom and Bitcoin. Pomp's Crypto Academy Cohort 9.

[Don Lopez @CryptoDonLopez]

When looking into new products I find myself doing a Google search, seeing what influences have to say then comparing and contrasting with grok to make my final decision.

[Cathie Wood @CathieDWood]

The jobs report was a barnburner. Nonfarm payrolls increased by 172,000 versus expectations for 88,000, while prior months were revised higher by 93,000. Wage growth came in at roughly 0.3%.

Yet the market sold off.

In our view, the market is misreading the signal. It is assuming that stronger than expected employment and growth will cause a an acceleration in inflation. History would suggest otherwise. 

Productivity growth is running near 3%, while unit labor costs are hovering around 0.5%. Those are not the hallmarks of an inflationary boom. They are the hallmarks of healthy, productivity-driven growth that will lower inflation.

Meanwhile, the yield curve continues to flatten despite a roughly 55% increase in oil prices year-over-year based on a three month moving average. In past cycles, an energy shock of this magnitude steepened the yield curve when the Federal Reserve was accommodating it. Instead, the bond market appears to be discounting something much more powerful: the deflationary impact of technological innovation, particularly artificial intelligence, which is beginning to increase productivity across broad swaths of the economy.

If tensions with Iran ease and oil prices retreat, we believe inflation could move into negative territory before year-end.

In our view, the Fed made a historic policy error when it raised rates aggressively into what was largely a supply-driven inflation shock in 2022. We do not believe the next generation of monetary policymakers will be eager to repeat that mistake.

Notably, gold peaked on the day Kevin Warsh was appointed. The inflation trade may already be behind us.

If our research is correct, the next phase of this cycle could be characterized by accelerating growth, declining inflation, falling interest rates, and a strengthening U.S. dollar. That combination would create a remarkably supportive backdrop for innovation-led equities and the technologies driving the next productivity boom.

I discuss this framework in greater detail in this month’s episode of In The Know.

[Don Lopez @CryptoDonLopez]

@ColeMacro @C_S_Roth

[The Bitcoin Historian @pete_rizzo_]

JUST IN: CONGRESS JUST PUBLISHED THE FULL TEXT OF THE NEW STRATEGIC #BITCOIN RESERVE BILL

IT WILL ENSURE US SELLS NO BTC FOR AT LEAST 20 YEARS

THE US BUYING 1 MILLION BTC. ITS COMING 🔥

[Don Lopez @CryptoDonLopez]

@cameron

[Don Lopez @CryptoDonLopez]

@WhiteHouse @Lowcountry1Girl @POTUS @SecretaryBurgum @Interior I'll see you in September!

[Don Lopez @CryptoDonLopez]

@phongle @RespectfullyBTC

[Don Lopez @CryptoDonLopez]

@BitPaine

[BitcoinTreasuries.NET @BTCtreasuries]

JUST IN: $15 billion investment bank TD Cowen analyst Lance Vitanza has reiterated buy rating on #Bitcoin treasury company Strategy $MSTR with a price target of $400.

This dip is temporary ✊

[Don Lopez @CryptoDonLopez]

Election day!

[Don Lopez @CryptoDonLopez]

👀

[The Bitcoin Historian @pete_rizzo_]

BREAKING: 🇺🇸 THE #BITCOIN AND CRYPTO CLARITY ACT WAS JUST OFFICIALLY ADDED TO THE SENATE LEGISLATIVE CALENDAR

A FULL SENATE FLOOR VOTE IS COMING

IT'S FINALLY HAPPENING 🚀

[Don Lopez @CryptoDonLopez]

Schiff be trolling

[Peter Schiff @PeterSchiff]

@APompliano Are you short Bitcoin now?

[Don Lopez @CryptoDonLopez]

@ColeMacro @PeterSchiff

[Don Lopez @CryptoDonLopez]

@WatcherGuru

[Don Lopez @CryptoDonLopez]

@alecsime

[Arkham @arkham]

ALERT: MT GOX MOVED $739 MILLION bitcoin:native

[Don Lopez @CryptoDonLopez]

WOW!

[Secretary Sean Duffy @SecDuffy]

🚨WATCH: THE FUTURE OF AVIATION IS TAKING OFF🚨

It was an honor to become the first U.S. Transportation Secretary to fly in an eVTOL🇺🇸

Now we’re taking the future of flight to the next level with projects across 26 states that include testing of:

✅ Urban air taxis
✅ Emergency medical flights
✅ Regional travel 

America will WIN the race for the next generation of aviation @BETA_aircraft @FAANews 🦅

[Alex 👽 @AlexesNakamoto]

People are overthinking the 32 BTC sale.

“Why sell?”
“Why not just buy less next week?”
“Is this bearish?”

Michael @saylor already explained the logic:

• If Bitcoin can’t be sold, critics say it has no value.
• If it has no value, the balance sheet value is zero.
• If the balance sheet value is zero, credit rating agencies ignore it.
• So you sell a tiny appreciated portion to prove Bitcoin is liquid, valuable, and real.

[Anthropic @AnthropicAI]

Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission.

Pending completion of SEC review, this gives us the option to pursue an initial public offering.

Read more: https://t.co/onGZAhRLvD

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic has confidentially filed an S-1 with the SEC for its proposed IPO.