BitBonds for refinancing Treasury Debt

Bitcoin Treasury bonds may help US refinance $14T debt — VanEck exec

“BitBonds” would allow the US to save money to refinance $14 trillion of debt even in a scenario where Bitcoin “goes to zero,” VanEck’s Matthew Sigel said.

April 16, 2025 CoinTelegraph
VanEck’s head of research has pitched a new type of US Treasury bond partially backed by Bitcoin to help refinance $14 trillion in US debt.
Matthew Sigel pitched the concept of “BitBonds” — US Treasury bonds with exposure to Bitcoin — at the Strategic Bitcoin Reserve Summit 2025 on April 15.
The new 10-year bonds would be composed of 90% traditional debt and 10% BTC exposure, Sigel said, appealing to both the Treasury and global investors.
Even in a scenario where Bitcoin “goes to zero,” BitBonds would allow the US to save money to refinance an estimated $14 trillion of debt Continue reading →

I: How Expanding Global Liquidity Could Drive Bitcoin Price to New All-Time Highs
April 16, 2025 = Written by Mark Mason for Bitcoin Magazine
Bitcoin’s price trajectory is once again capturing headlines, and this time the catalyst appears to be global liquidity trends reshaping investor sentiment. In a recent comprehensive breakdown, Matt Crosby, Lead Analyst at Bitcoin Magazine Pro, presents compelling evidence tying the digital asset’s renewed bullish momentum to the expanding global M2 money supply. His insights not only illuminate the future of Bitcoin price but also anchor its macroeconomic relevance in a broader financial context.

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ZTA One-year performance:

In ZTA, we have added to positions in Galaxy Digital (BRPHF*) and added a new position in digital assets, Bitwise 10 Crypto Index (BITW*). In Galaxy we added 1000 shares to a 4000 share position. I believe the selloff in Galaxy is over-done. Good news is within three weeks when Galaxy becomes listed Continue reading →

A big difference between Physical Gold and Bitcoin is that Bitcoin has a hard cap on its supply of 21 million Bitcoins. As the gold discoveries below suggest, there is no hard cap on the supply of Physical Gold.  

Our plan with Gold is to slowly harvest profits from Gold miners and rotate into Copper & Silver Miners and Bitcoin. Bitcoin because of its hard cap and growing adoption by governments and institutions. We like Silver and Copper because of its demand for the re-industrialization of industry in America and the need to rebuild the USA grid system. In addition, demand for copper and silver for use in Solar, Robotics, Electronics and Auto industries is large and growing. Regulatory approval time to bring on new supplies of copper is longer than for gold.  Continue reading →

• Galaxy Digital*
• WHAT IS THE TRUMP GAME PLAN? – Mark Moss
• Bitcoin Is Primed To PUMP As The Dollar Collapses – Jordi Visser
• Leading holders of Bitcoin Treasury Reserves of Public Companies

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Crypto miners are deeply oversold and set-up for a rally – Which one is Best for you?

Crypto / Blockchain Application ETFs are very different from each other when looked at from what they own. Some focus on crypto miners – some focus on asset management companies and others look at traditional companies that are using Crypto applications already. Others look at owning companies that have Bitcoin Treasury reserves. There are many different perspectives on how to approach this sector.

In this report we will provide our views of five Crypto-Blockchain Application ETFs
VanEck – DAPP $9.33
ARK-21 – ARKD $36.56
Invesco Alerian Galaxy Crypto Economy ETF (SATO) $14.01
First Trust SkyBridge Crypto Industry and Digital Economy (CRPT) $12.62
Bitwise Crypto Industry Innovators (BITQ) $14.12
Global X Blockchain ETF (BKCH) $34.02    Continue reading →

Technology changes but the Human Condition never changers 😊

Success in life is as simple as
1) knowing what patterns, you are looking for
2) recognizing patterns before others – AI makes this easier, but you still need to know what pattern you are looking for. To keep things interesting, there are multiple successful patterns. They rotate over time. Conclusion, is there is no one single successful pattern as “the constant.”

The First Baseline Truth of Investing:
Human Behavior is the most consistent of all patterns. We are programs to fight or run when threatened. Most of us choose to run. It is hardwired into us for our survival. The trading markets are counter intuitive. Success in the market is watching for fear, starting to buy in late apathy stage and early greed stage. Continue reading →