Thought provoking for the #macro geek in me.

Keep an eye on Japanese yields (10yr in the chart) as this could prove to be the canary. Not sure what PM Ishiba was trying to accomplish when he said Japan's finances are worse than Greece's bloomberg.com/news/articles/… #DebtSpiral

TWS is the only reason to stay with Interactive Brokers as a retail client because the systems and customer support is so far below what peers offer.

Surging solar power generation in Germany. If this is replicated around the ex-US OECD, it should be bullish for #silver and #lithium for battery storage. Imagine if Germany had not shut #nuclear! #EnergyTransition reuters.com/markets/commod…

Detailed insights on specific regulatory improvements to drive #nuclear power and the #EnergyTransition. 🙏 Nick

Hybrid vehicles continue to gain share in the US. --> Implications for upstream commodities like PGMs vs. Lithium Chart from eia.gov/todayinenergy/… #EnergyTransition

3–5y $BTC holders reached an ATH of 15.7% of supply on Nov 9, 2024 - the highest since Mar 2017. They began selling soon after, paused, then resumed in Apr 2025. Now at 11.9%, their supply share remains well above the ~3% cycle low - still a major overhang.

This got me looking at the ownership volatility more closely. Then discovered that btc magazine's data is quite different to glassnode's. Going back to focusing on a broader set of metrics than a single cohort. 🤦‍♂️

Hosting a #crypto tax and financial planning webinar next week. Register on the zoom page via the link below #cryptotax #cryptotaxes #Bitcoin #Ethereum #BitcoinTreasury us06web.zoom.us/webinar/regist…

Those discussing the impact of Hormuz Strait's closure are wasting their time! Western politicians raising the issue are fearmongers!👇

#nuclear energy momentum 👇

Good insights on the #fiscaldeficit #DebtSpiral. The US population may buy the narrative spin, which is all that matters to US politicians who mainly care about reelection. Buyers of our debt are unlikely to buy the Republican spin. #gold and #bitcoin for signal

Powerful tilt towards value and small cap today.

Fast track new #nuclear power plants in the US probably goes through current nuclear power plant sites that can accommodate additional units. The potential is high. chart from WSJ. #uranium

keeping an eye on this chart - 10yr JGB yield

#crypto in DC/DMV 👇🏽

Mainstreaming #bitcoin 👇🏾 My wealth advisor peers are suddenly bitcoin experts because they are going with the mo and allocating via etfs.

Sat for 2 hrs on the ground in BOS on DL to #DCA. Now disembarked at 8.15pm as #groundstop extended. New dep time 9.15pm. Crew will soon hit limits, I am sure.