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EPISODE

In this episode, Jeroen Blokland shares his insights on macroeconomic trends, investment strategies, and the role of Bitcoin and gold in a changing financial landscape. Discover how to navigate Europe's economic challenges and protect your wealth.

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CHAPTERS

00:00 Intro

02:33Meet Jeroen Blokland and his investment philosophy

04:26 Managing portfolios in a debt-driven world

07:26 The emergent break and risk management strategies

09:23 The Blokland Funds: Assets and strategies

11:08 The importance of avoiding fiat currencies

13:16 Defining quality stocks based on empirical research

17:04 The risks of bonds and fiat in a rising inflation environment

20:55 The impact of inflation and interest rates on savings

22:27 European fiscal policies and future challenges

27:50 The future of Europe and strategic considerations

34:14 Protecting wealth through rebalancing and precious metals

43:20 The Great Rebalancing book and practical advice

49:28 Bitcoin's role in modern portfolios

52:35 Closing remarks and where to find more about Jeroen

Disclaimer

The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice. The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural people only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded. Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

FULL EPISODE

https://youtu.be/RULO7SHpJcs

DISCUSSION

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CLIP

Ethereum price targets range from roughly $2,000 to as high as $250,000. Lucas argues that the massive spread exists because investors are trying to force Ethereum into valuation frameworks that simply don't fit. He explains why company-style valuation breaks, why “ultrasound money” is more meme than model, and why ETH may be better understood as a commodity used to power a digital economy. lucas-pascal

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🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

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📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

SOCIALS

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Follow on LinkedIn 👉 / pascal-huegli

MEMBERSHIPSBecome a premium member on YouTube and Spotify for early access and bonus content. Join now!DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODEEPISODEIn this episode, Lucas from Magic E shares his innovative approach to valuing Ethereum, exploring its demand, usage, and the challenges of traditional valuation methods. Discover how Ethereum's network activity can be a key indicator of its true value and what future developments might mean for investors.Follow Lukas Doennig 👉https://x.com/LDuennesSUPPORT⚡️LNMS on Lightning: lnms@ln.mtpelerin.com₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/🎧 LNMS on Apple: https://tinyurl.com/4apksnyn🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p🌐 LNMS Website: https://www.lessnoise-moresignal.com/📖 Bitcoin Book: https://www.amazon.de/dp/1967693013🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4znSOCIALSFollow on X👉 https://x.com/pahuegFollow on Nostr 👉 https://primal.net/pascalFollow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/CHAPTERS00:00 Intro02:55 Introduction to Ethereum's Evolution and Usage02:12 Lucas's Background and Research Focus04:10 Challenges in Valuing Ethereum07:04 The Concept of Flow Deviation09:58 Ethereum's Network Demand and Usage Patterns14:10 Ethereum's Revenue and Fee Analysis17:00 Impact of Network Upgrades and Scaling19:46 Ethereum's Adoption and Market Position24:59 Valuation Challenges and Models29:51 Future Outlook and Scaling Strategies35:05 Conclusion and Key TakeawaysDisclaimerThe publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice. The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural people only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded. Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.