Welcome to Nofinity

• Weekly Review: Despite a brutal week in the markets ("Investing is a blood sport"), there were positive signals.
• Bitcoin ETF Flows: Third consecutive green week for US spot Bitcoin ETFs. BTC currently sits ~$600 above the critical 200-week moving average – a strong technical signal.
• Long-Term Holders (LTHs): The LTH net position change indicator printed its largest green reading ever: 1.3 million BTC accumulated over the last 30 days by these "strongest hands." They aggressively buy between $60,000 and $63,000.
• Support and Resistance Zones:
  • Support: The massive buying zone at $60,000–$63,000 is solidifying as a strong floor.
  • Resistance: The red line at ~$69,000 (aligned with short-term holder cost basis). A break above would signal a new bull market.
• Scenario: Possible sideways chopping between $63,000 and $69,000 for the next two months. The breakout depends on Treasuries and ETF inflows.

• Bitcoin Security Consortium: Heavyweights like BlackRock, Fidelity, Coinbase, Ark Invest, Blockstream, and Strategy (MicroStrategy) have united to fund the long-term security of the Bitcoin protocol. Bitcoin becomes a corporate game – less volatile.
• Japan: Approval of Bitcoin ETFs expected. Experts predict inflows of up to $18.4 billion by 2028 from Japan's vast pool of idle household savings (14.6 trillion).
• China & Russia: Putin endorses Bitcoin for global trade settlement.
• Regulatory Setbacks in the US:
  • Senator Elizabeth Warren fights the Clarity Act (crypto market structure bill). Criticism: She is funded by banks that oppose the bill.
  • Illinois plans a 0.2% tax on the value of digital assets for transactions – a counterproductive "drop in the bucket."
  • Revelation: Coordinated attempts by the SEC (under Gary Gensler) and senators to kill crypto – "not a conspiracy theory, but fact."
• Mining Pool Bankruptcy: Poolin – once the largest Bitcoin miner – files for bankruptcy owing $173 million (including $164 million to customers). Sign of pressure in the mining sector.

• Connectivity as New Bottleneck: The CEO of Marvell states that after compute and memory, connectivity is now the bottleneck for AGI. Copper is being replaced by optics. Marvell is perfectly positioned with its optical DSPs, custom silicon, and Ethernet. Jensen Huang (Nvidia) called Marvell a $1 Trillion Company – currently trading under $200 billion (potential 5x).
• AI is Not a Bubble: Energy projections for data centers show a 4x increase by 2035. Data centers will then consume 20% of US electricity (currently ~5%). This drives investments in space-based solar and orbital data centers (SpaceX Starship).
• Anthropic vs. Open AI: Anthropic extends its revenue lead to $33 billion. While open-source models (e.g., Kimi K3) are free to download, they are extremely expensive to run (setup ~$7 million, 1.4 TB storage).
• Wealth Creation in the US: AI and tech stocks created 441,078 new millionaires in the US in 2025 (4% of world population!). The UK followed with 436 new millionaires.

• Cash Hoarding: $8.4 trillion sits in US money market funds, losing purchasing power annually. The largest share ($1.85 trillion) is at Fidelity – conservative clients?
• Short Sellers Under Pressure: Pure short hedge funds have shrunk from 60 to just 5. Prominent victims: Melvin Capital (GameStop), Jim Chanos (Tesla), Michael Burry (Nvidia). Markets rise long-term due to money printing.
• Gold vs. Bitcoin:
  • Gold ETFs have suffered $7.5 billion outflows since March – significantly more than Bitcoin ETFs ($1.2 billion).
  • Gold is below its 200-day moving average (first time since 2022) and fell from ~$5,500 to ~$4,000.
  • The BTC/Gold ratio shows readiness for another Bitcoin outperformance. Target: 35–42 ounces of gold per Bitcoin (currently ~10–12).
• Oil Prices Rising: Saudi Arabia must reroute exports around the Cape of Good Hope: travel time from 19 to 48 days – massive cost and environmental impact.
• EU Curiosity: The EU earns more money from fines on US tech companies ($3.8 billion planned) than from corporate taxes of its own tech firms.

• "Don't interview Elon without receipts" – Mainstream media often spread false narratives.
• The channel stands for libertarian principles: maximum individual freedom, minimal government power, personal responsibility – the path to financial freedom.
• Despite short-term volatility: In 90 days, the situation will look completely different.

• Many variables affect extraction: pouring speed, height, laminar vs. turbulent flow, contact points, etc.
• Even seemingly consistent pouring often leads to inconsistent results.

• A device that maintains constant water flow – regardless of pouring technique.
• Consists of a water reservoir and a chamber below with a dispersion screen.
• Water accumulates and drips at a steady, predictable rate (max. ~1.5 g/s) onto the coffee bed.
• Similar to a Melodrip, but with fixed flow – no speeding up or slowing down.

• Prevents clogging: Gentle saturation reduces fines migration, improving filtration.
• Cleaner cups: The coffee bed acts as an additional filter, enhancing clarity and reducing bitterness.
• Reproducibility: One variable (pour rate) is eliminated; focus shifts to grind size and water temperature.

1. Bare kettle bloom (15 g coffee, 60 g water), then Gabby for the rest (165 g)
   • Water temperature: 88 °C → drops to ~78 °C during brew.
   • Brew time: about 3 minutes.
   • Result: 1.3 TDS, 16% extraction – preferred for light roasts, emphasizing floral and acidic notes.
2. Finer grind, same recipe
   • Extraction rises to 20.5% with 1.65 TDS.
   • More body and sweetness, but less nuance.
3. Single pour (12 g coffee, 200 g water) – to emulate cupping
   • Water temperature 83 °C, very coarse grind, well-rested coffee required.
   • Extraction approx. 17% at 1.15 TDS – very clear flavor separation.

• The Gabby Drip Master A is a tool for consistency – ideal for quality control or when you want to ditch the gooseneck kettle.
• Personal favorite: bloom with bare kettle, then use Gabby – yields the most balanced cups.
• Low extraction (around 16%) is preferred to highlight complexity and vibrancy, but higher extractions are easily achieved with a finer grind.

The case of Liz Barraza: On January 25, 2019, the 29-year-old was shot dead in front of her house in Tomball, Texas. Despite video footage and extensive investigations, the murder remains unsolved.

• Early morning: Liz is preparing a garage sale; her husband Sergio leaves for work at 6:48 AM.
• 6:47 AM: A dark Nissan Frontier (2013–2019) parks nearby; a disguised person gets out.
• Shots: After a brief conversation (Liz says a friendly

Summary follows...

This video explains how to actually build and preserve multi-generational wealth using crypto. It highlights the key differences between wealth creation and wealth preservation, offering a clear strategy.

🔍 The Four Critical Questions for Project Selection

• Real users? Does the project have active users?
• Reason to exist? Would it be missed if it disappeared?
• Demand independent of token price? Does utility remain during sideways markets?
• Value flow to the token? Is there a mechanical reason the token benefits?

Examples:

• Hyperliquid: Strong fee revenue ($419M in H1 2026), automatic buybacks. A real "cash flow" asset.
• Zcash: Minimal revenue, focused on private payments with fixed supply. Seen as "insurance against Bitcoin" (Naval Ravikant). Both pass the test of demand independent of price.

📉 Psychology and Risk Management

• Concentration over fragmentation: Holding 30 assets is like lottery tickets. Own a few strong projects.
• Drawdowns are normal: Bitcoin and Ethereum have historically dropped over 80%. Those without conviction sell at the bottom.
• Don't marry old favorites: New cycles reward new projects. Example: Cardano (ADA) never reclaimed its 2021 high, while Robinhood Chain attracted billions in volume within two months.

⚖️ Attack vs. Defense: The Right Balance

• Early stage: Higher risk for big gains (aggression).
• Later stage: More Bitcoin as a base (compressing drawdowns: from 93% to 53%). Bitcoin allocation should increase as portfolio grows.
• Take profits: No one knows the exact top. Scale out gradually.
• Never go to zero: Position size so you can't be wiped out.

🏛️ Estate & Family Planning

• Single key = single point of failure: Up to 3.8M Bitcoin are already lost. Legal structures (trusts, wills) and tax planning are essential.
• Williams Group study: 70% of wealth is gone by the second generation, 90% by the third. Main reasons: lack of communication (60%) and unprepared heirs (25%).
• History lesson: Rockefeller used trusts and preserved billions. Vanderbilt trusted judgment alone – the wealth vanished within a few generations.

Conclusion: With patience, a repeatable process, and smart structures, crypto can truly create generational wealth. Avoiding psychological pitfalls and reducing risk in time offers the best chances.

Summary follows...

Summary follows...