# birds eye view (blogs) — RSS Amplifier

Recent posts from the 2 feeds in the RSS Amplifier directory that cover birds eye view.

Page: <https://rssamplifier.com/topics/bird-eye-view/blogs>  
Feed: <https://rssamplifier.com/topics/bird-eye-view/blogs.md>

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## [\[Podcast\] Giver's Gambit: Episode 53](https://lazyvillager1.substack.com/p/podcast-givers-gambit-episode-53)

_2026-08-19 · The Giver · The Giving Tree_

Went on The Odyssey, came back to see Bessent front-run my Substack piece that I’ve been working on for a week... not cool. Why we’ve been long debasement assets (metals, BTC)

## [Return from Absence](https://lazyvillager1.substack.com/p/return-from-absence-d4c)

_2026-08-04 · The Giver · The Giving Tree_

Where has The Giver been? Did he finally Make It?

## [\[Short Note\] Update on HYPE note: what even is this coin? Playbook for 2026](https://lazyvillager1.substack.com/p/short-note-update-on-hype-note-what)

_2026-01-29 · The Giver · The Giving Tree_

Navigating where are we in the HYPE life-cycle

## [\[Podcast\] Giver's Gambit: Episode 52](https://lazyvillager1.substack.com/p/podcast-givers-gambit-episode-52)

_2026-01-23 · The Giver · The Giving Tree_

Observing policy shifts and how the BOJ presser in a few hours could act as a potential inflection point for BTC/Gold

## [\[Podcast\] Giver's Gambit: Episode 51](https://lazyvillager1.substack.com/p/podcast-givers-gambit-episode-51)

_2026-01-21 · The Giver · The Giving Tree_

Giver 2025 WRAPPED! Key themes for 2026, how we are approaching Q1, and positioning today

## [\[Short Note\] BMNR Update: Creating the Case to be Long ETH Ahead of the Stockholder Meeting](https://lazyvillager1.substack.com/p/bmnr-update-creating-the-case-to)

_2025-12-29 · The Giver · The Giving Tree_

The stockholder meeting, if approved, could be an underrated catalyst for ETH

## [\[Slide Deck\] "5 Mins or Less" Preview at December FOMC](https://lazyvillager1.substack.com/p/slide-deck-5-mins-or-less-preview)

_2025-12-09 · The Giver · The Giving Tree_

What is positioning going into this and how similar is this to September FOMC?

## [\[Short Note\] HYPE Unlocks: Priced In or Not? Playbook for Q4](https://lazyvillager1.substack.com/p/short-note-a-highly-theoretical-and)

_2025-11-29 · The Giver · The Giving Tree_

Creating and using unique/experimental valuation frameworks to assign a price range of interest on HYPE

## [\[Short Note\] UNI Fee Switch On: Is It a Buy Here at $9?](https://lazyvillager1.substack.com/p/uni-fee-switch-on-is-it-a-buy-here)

_2025-11-11 · The Giver · The Giving Tree_

Contextualizing revenue-to-fee conversion around the UNI business model and assigning a target price range

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_2025-11-11 · **Sponsored**_

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## [\[Podcast\] Giver's Gambit: Episode 50](https://lazyvillager1.substack.com/p/podcast-givers-gambit-episode-50)

_2025-11-05 · The Giver · The Giving Tree_

Is the Gully over? Not sure, but closed shorts. Am long now - and why. Dissecting the last 3 months as a trilogy in dimensioning where we are today & what catalyst is here now to re-rate