Less Noise, More Signal

MEMBERSHIPS Become a premium member on YouTube andSpotify for early access and bonus content. Join now!   DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODE   EPISODE In thisepisode, Chris Ritter from Zeus discusses the innovative concept of nativeyield on Bitcoin through Lightning, exploring its implications for the futureof finance and Bitcoin's multifaceted...

FULL EPISODE https://youtu.be/ZuZcegpnOZ4 DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk CLIP Charles Edwards breaks down why the Bitcoin treasury company boom may not be sustainable. He argues that most of these companies have no real business model beyond buying Bitcoin, issuing equity, or taking on debt. The danger is not necessarily today’s debt level, but the inc...

FULL EPISODE https://youtu.be/eMQIY8oy0GoDISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk CLIPMarvin Barth explains why the Iran conflict cannot be understood in isolation. In his view, the deeper story is China, global chokepoints, supply chains, energy, and the US strategy of denial. The Strait of Hormuz, rare earths, pharmaceuticals, and shipping lanes all become par...

FULL EPISODE https://youtu.be/cfoKk584t7M DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk CLIP Alfie explains how he identifies the marginal driver of markets in real time. He watches cross-asset correlations, lead-lag relationships, and how markets react to key economic data. His core insight: markets often price the extreme immediately, and that is where the edge can...

DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODE   EPISODE In this episode, Charles Edwards discusses the current state of Bitcoin, market threats, and the impact of macroeconomic factors like AI and quantum computing on crypto. They explore potential triggers for market shifts and the future of Bitcoin in a rapidly evolving financial landscape.   Follow Charles...

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬https://youtu.be/cfoKk584t7M▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬Alfie Kerswell breaks down how he approaches markets from first principles. His framework starts with growth, inflation, and liquidity, then connects those forces to rates, FX, and equities. He explains why labor market data, inflation...

DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODE   EPISODE In thisepisode, Marvin Barth, a veteran macro thinker, shares insights on geopolitics,central banking, US-China relations, and the future of global markets. Weexplore the secrets of the BIS, the US Iran war, and the strategic movesshaping the world economy.   Follow MarvinBarth 👉 https://x.com/marvinjbar...

DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODE EPISODE In this episode, Alfie Kerswell shares his first principles approach to macro trading, focusing on growth, inflation, liquidity, and cross-asset correlations. Discover how to analyze market drivers and identify mispricings to gain an edge in trading. Follow Alfie Kerswell 👉 https://x.com/_alfiekerswell SUP...

FULL EPISODE https://youtu.be/tv21KUUqZDs DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk CLIP Jamie Coutts explains why Bitcoin’s relationship with global liquidity has changed this cycle. AI is now competing for the marginal dollar, while Bitcoin remains in a strong bear trend on the weekly chart. He breaks down the RSI setup, the accumulation zone, and why lower 50K...

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ https://youtu.be/ipZzmV9Dchk ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ Joe Consorti explains why Bitcoin is underperforming while equities and AI names keep ripping higher. He argues capital may be crowding into the AI trade, while Bitcoin may be pricing geopolitical and inflation risk more honestly t...

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬ In this episode, Jamie Coutts shares insights on Bitcoin's current market dynamics, macroeconomic factors, and the impact of AI and liquidity trends on crypto investments. A must-listen for investors navigating the complex crypto landscape. Follow Jamie Coutts 👉 https://x.com/jamie1c...

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ https://youtu.be/ipZzmV9Dchk ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ Joe Consorti breaks down why Strategy selling 32 Bitcoin is not the red flag many people think it is. He argues the sale is tiny, deliberate, and designed to prove the company can sell without blowing up. In his view, this may remo...

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬ Joe Consorti discusses Bitcoin market dynamics, institutional strategies, and macroeconomic factors influencing Bitcoin's price, including recent Bitcoin sales by MicroStrategy and market sentiment amid geopolitical tensions. Follow Joe Consorti👉 https://x.com/joeconsorti ▬▬▬ SUPPORT...

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ https://youtu.be/ZuZcegpnOZ4 ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ David Dredge explains why the bond market problem is global, not just American. Governments now compete for buyers, resources, industrial capacity, and financial survival. His key question cuts through the noise: who is going to bu...

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ ….(always add link to relevant full episode) ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ David Dredge explains why investors should stop pretending they can forecast the future. Instead, portfolios should be built around convexity, asymmetry, and survival through uncertainty. His Formula One analogy mak...

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬ In this in-depth interview, risk expert David Dredge shares insights on market fragility, risk management, and the future of global finance. Discover how convexity, volatility, and systemic risks shape investment strategies in today's complex economic landscape. Follow David Dredge 👉...

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ https://youtu.be/e_Iv0f5a1r0 ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ Jordan breaks down why he is cautiously bullish on crypto for the next couple of months. He explains why the 76K to 80K range matters, why leverage is not yet overheated, and why the rally may be healthier than it looks. He also in...

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ https://youtu.be/e_Iv0f5a1r0 ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ Jordan explains why altcoins still matter, but mostly as trading vehicles. He argues the best Bitcoin holders never sold, while the best altcoin traders did. As volatility rises across traditional markets, altcoins now face a much...

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬ In this episode, crypto analyst Jordan discusses the current state of the crypto market, focusing on Bitcoin, altcoins, market regimes, and the evolving role of crypto assets in the broader financial landscape. He shares insights on market metrics, risk appetite, and the future outloo...

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ https://youtu.be/40ocm9fURVk ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ James Check lays out the three Bitcoin levels that matter most now: 78K, 83 to 85K, and 95K. He explains why each level changes the probability of the bear case surviving. The bigger lesson is simple: long term investors usually ge...

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ Crypto is no longer the obvious volatility trade it once was. In this episode, we break down why Bitcoin and broader crypto are lagging equities, why the post 2020 volatility regime is still alive, and why the old central bank put is weaker than investors think. The key shift is simple:...

▬▬▬ Support Page ▬▬▬▬▬▬▬▬▬▬ Use your favorite option from this website to support: https://www.lessnoise-moresignal.com/support ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ Most recent LNMS podcast update ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵...

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬ In this in-depth interview, Bitcoin analyst James Check discusses market dynamics, Bitcoin's recent performance, macroeconomic influences, and on-chain metrics. Gain insights into technical levels, investor behavior, and the future outlook for Bitcoin amidst global uncertainties. Foll...

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ https://youtu.be/g2SONU2peUU ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ This is the best self contained World Cup section because Markus from 10x Research explains the bigger idea behind the comment: Bitcoin bottoms when attention and volume are low, not when everyone is watching. He then connects that...

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬ In this in-depth interview, Markus Thielen from 10X Research shares his macro and on-chain analysis of Bitcoin, market cycles, and macro risks. Discover how his regime models predict market turns, the impact of macroeconomic factors, and insights into the current crypto landscape. Fol...