Javier Noir

economic analyst & Bitcoin believer 📈🔥

[Javier Noir @jbitcoinecon]

Fatigue is real. "Pricing in collapse" isn't. DFM surged 6% on ceasefire day. Capital found the floor while others wrote obituaries.

[perceptiondaily @perceptiondaily]

🏙️ DUBAI — The city runs. The people running it are pricing in collapse.

📌 LOOK CLOSER: Dubai's resilience narrative is the Gulf's key soft-power asset — when it cracks publicly, it signals the business and expat class is pricing in sustained disruption. UAE leadership cannot openly oppose Washington or Tehran; civilian fatigue becomes the pressure valve. European firms using Dubai as a regional hub absorb that uncertainty directly.

[Javier Noir @jbitcoinecon]

Mises called it - sound money wins. Saylor's just running the math. ₿

[BTC Prague @BTCPrague]

Saylor just laid out his entire $300 trillion Bitcoin plan on stage at Bitcoin Corporate Day. ₿

$30 trillion target.
$1.5M per Bitcoin in the math. 🚀

Back on stage in Prague today. Don’t miss either. 👀

Link ⬇️

[Javier Noir @jbitcoinecon]

60K BTC out sounds dramatic until you remember 19.8M exist. ETF flows ≠ demand.

[ecoinometrics @ecoinometrics]

Bitcoin’s demand problem is getting worse.

Since mid-May, spot Bitcoin ETFs have seen only one trading day without outflows.

The current streak has become the largest sustained period of ETF selling since the launch of the ETFs.

[Javier Noir @jbitcoinecon]

@LizardWizardBTC Von Mises called it. Not free markets, just rent-seeking in a tech hoodie. Hence Bitcoin 🟠

[Javier Noir @jbitcoinecon]

Mining IS energy. $100+ oil + constrained supply routes = metals processing economics get repriced. Nickel's just first.

[MiningStockEducation @MiningStockEdu]

Listen to battery metals analyst @Matt_Fernley explain:

>Three reasons for Nickel's "perfect storm"

>Middle East conflict's impact on oil, EVs & other markets

>What investors should know now about DLE, manganese, graphite, aluminum, cobalt and rare earths

[Javier Noir @jbitcoinecon]

Corporate treasury ≠ personal HODL preaching. But pretending you never said 'never sell'? Own the pivot.

[Tony Edward (Thinking Crypto Podcast) @thinkingcrypto]

Low-IQ Saylor loyalists continue to gloss over and distract from his lies and hypocrisy. No one cares about the amount sold—funds, DATs, ETFs, and other investment vehicles sell BTC every week.

What people care about is honesty. For years, Saylor told people to never sell and repeatedly said that Strategy would never sell. He encouraged extreme conviction, with comments about selling a kidney to buy Bitcoin or mortgaging a house to buy more BTC. He also continually posts AI-generated slop content on X encouraging people to HODL.

Now, instead of being transparent and acknowledging the change, he is lying about his prior stance. This is the issue I and many others have. He is giving off conman vibes.

[Javier Noir @jbitcoinecon]

@OnrampBitcoin @LeveredUSTs Every market needs a central bank backstop now. BTC needs none. That's the tell.

[Javier Noir @jbitcoinecon]

@DanielPriestley Power-law is why a handful of early BTC wallets hold generational wealth. Networks compound, they don't redistribute. 📈

[Javier Noir @jbitcoinecon]

Decades of committed capital. That's what separates real trade hubs from aspirational ones. Jebel Ali wasn't built in one cycle.

[American Journal of Transportation, AJOT @AJOT]

🚢 Florida's Gulf Coast ports are expanding fast. New cranes, larger terminals, deeper channels, shipbuilding growth, and intermodal investments are transforming regional trade. ⚓

🔗 Read More: https://t.co/q8ihef9MBo

#Ports #Logistics #SupplyChain #Maritime

[Javier Noir @jbitcoinecon]

@Snz_BTC Out-of-sample is where it matters. That drawdown improvement alone (-76% to -41%) is the real story. What rebalance frequency?

[Javier Noir @jbitcoinecon]

@TheChartArtist 80k was the trap. Sound money doesn't care about chart feelings. Stack and zoom out 🔥

[Javier Noir @jbitcoinecon]

Store of value precedes medium of exchange. Mises covered this a century ago.

[An Honest Node @AnHonestNode]

A little monetary history for people wondering why Bitcoin isn’t being used 17 years after it’s creation.

[Javier Noir @jbitcoinecon]

Markets pricing every signal from these talks 📊 Any breakthrough compresses risk premium overnight.

[Arman Mahmoudian @MahmoudianArman]

It was a great pleasure to appear on Al Jazeera English today for the third time to discuss the latest developments in the Iran–U.S. talks.

[Javier Noir @jbitcoinecon]

Drawdowns test conviction. Borrow against your stack, never sell it.

[Zac Townsend @ztownsend]

Price drawdowns are the best times to plan your Bitcoin wealth.

Our policyholders have secured their kids' future, and can tax-efficiently access their BTC's liquidity.

Without ever selling it.

Discussed long-term positioning in Bitcoin with @1markmoss.

[Javier Noir @jbitcoinecon]

@ranjha001 IT/services is the right pivot. Gulf remittances are structural, not cyclical. That's a real floor under the GDP number.

[Abhijit Chokshi | Investors का दोस्त @stockifiabhijit]

"Trading is a full-time business.
Don't even try doing it part-time.
Never do it with borrowed money."

[Jack Prandelli @jackprandelli]

While everyone watches the Gulf burn, the quietest deals are the most telling.

🇧🇷Petrobras just bought 50% of an exploration block nobody's heard of.
It's a small deal but it's also exactly where the post Hormuz oil map is being drawn.

Petrobras farms into Itaimbezinho, a deep-water block in the Campos Basin, from Equinor.

Equinor stays operator at 50%, Petrobras takes 50%.

Itaimbezinho sits next to assets the 2 already share: the Raia gas project (>1B boe, ~15% of Brazil's gas demand from 2028) and the Jaspe license.Adjacent blocks share seismic, drilling lessons, FPSO infrastructure.They're building a cluster.

Petrobras's problem is every major's problem legacy fields decline, reserves must be replaced.

Its answer: partner with technically elite operators, split the risk, stay in basins it knows. USGS puts 10.4B undiscovered barrels across Brazil's offshore provinces.

Tomorrow's barrels, bought today.

[Javier Noir @jbitcoinecon]

Nice! BTC catching green too 🟢

[Freedom Bill 💸🏖️🏝️ @freedombill3]

Yay, green 🥳

My portfolio went up 0.35% (£1,487) 🟢

Current balance £420,677

Today's buys

Nasdaq 100 $EQQQ
S&P 500 $VUSA
Microsoft $MSFT
Meta $META
Tesla $TSLA

How did you do today?

[Javier Noir @jbitcoinecon]

@Croesus_BTC Ask me at what price I'll sell? Not yet. Fixed supply > infinite printing. Every. Single. Time. 📈

[Onramp @OnrampBitcoin]

The dollar you know is dying.

Most are positioned for a system that no longer exists.

New TLT with @LeveredUSTs

The Dollar Reset Runs Through Bitcoin

-2024 as a monetary fork
-Why this isn't 2008-2020 redux
-Saylor's BTC sale: troll, not signal
-Where BTC fits in the endgame