Is ETH about to become more BTC-like?
In this next edition for the "No More Information Overload" report we zero in on the latest controversial Ethereum EIP, why most Ethreans don't like it, and what it would mean for Ether and its price.
Less Noise More Signal - market insights
Your filter for macro, markets, and Bitcoin. LNMS cuts through the noise to uncover the ideas, trends, and signals shaping the future of finance. Subscribe and get a free book excerpt.
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What Most Investors Still Get Wrong About Pump.fun
Pump.fun is a joke? If you think this, you may be missing the real story: a new kind of social network where attention becomes tradable, and volatility itself becomes the product.
Emergency post: A personal note to all Bitcoiners
In this article, we summarize our thoughts on the current Coldcard situation, how you can see whether you are affected, what to do about it and how to think about BTC self-custody going forward.
Will Bitcoin Benefit from the coming AI Rotation?
In this next edition for the "No More Information Overload" report we take a look at how Bitcoin miners have pivoted to AI and whether a rotation of capital back to BTC is already underway.
What if the AI trade unwinds? And where can investors hide if that happens
In this next edition for the "No More Information Overload" report we take a look at the AI trade, its risks, the chances of an unwind and how to protect your portfolio from it.
Market Update: TACOs, oil, inflation, Fed meeting, AI trade and more
Learn about what markets are currently pricing, what we think happens to oil and inflation from here on out and what to expect for equity markets from a macro perspective.
The Market Is Pricing The Wrong Risk
Macro is still more constructive than many think. We talk about how to spot the current robustness but also where the potential risks lie.
We Were Told Oil is Headed to $200? Why Didn't it Happen?
In this next edition for the "No More Information Overload" report we look at oil, why we have not seen $200 and how to tell where curde oil is going next?
Bitcoin's Future CAGR Will Slow Down While That of Equity Markets is Rising. A Problem?
According to the Power Law, Bitcoin's yearl return will fall below that of the stock market sometime in the late 2030s. Here's what investors need to know!
This is the Yield Bitcoiners Have Been Waiting For
Bitcoin may no longer be just digital gold. Lightning can turn it into productive capital that earns native yield without giving up custody or taking on leverage.