
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.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 210 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | |||||

The next macro regime may not be defined by Fed cuts, inflation prints, or isolated geopolitical shocks. It may be defined by something bigger: A new wave of US exceptionalism.
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Macro is not about reacting to every headline. It is about finding what the market is actually pricing and then position accordingly.
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Learn about what markets are currently pricing and where the real risk for investors exists right now. Also, read about a very concrete second-half year outlook for BTC.
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BTC’s bear case is still alive, but it is running out of time. Liquidity remains supportive, inflation is not yet forcing a decisive Fed repricing, and unless Bitcoin quickly loses the $79k area,....
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BTC at $80k looks tempting, but the bigger picture still argues for caution. Macro may be giving risk some short term breathing room, but key BTC levels suggest this rally has something to prove.
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The writers behind this newsletter.
I’m Pascal Hügli. With a background in political philosophy, a career in investment management, and a deep expertise in Bitcoin and digital assets, I made it my mission to cut through the noise by amplifying the signal.
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