DrJeff
Dr. Jeff

See you on the other side.

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npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l

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DrJeff@primal.net

NIP-57 Address

DrJeff@primal.net

Profile Code

nprofile1qqst0xtvrqlqxm0j0qpfgkuqh0wgkzl4judkvgdgd0e4d8pnyytlqlgpz4mhxue69uhk2er9dchxummnw3ezumrpdejqzyrhwden5te0dehhxarj9emkjmn9ttrzhr

Publishing to

eden.nostr.land

nostr.wine

relay.snort.social

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npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l

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Last Notes

2025-06-04 02:26:13

My next post will be like waiting for Godot.

2025-06-03 21:59:04

Forget the nonsensical garbage that is the "Food Pyramid"
Here's the Simple Food Stack for optimal health (for the majority of humans):
1. Meat (preferably red meat)
2. Eggs
3. Butter
4. Salt
5. Water

2025-06-03 21:23:24

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Such people often “succeed” throughout their school lives by being the best at memorization and compliance.
Few are rewarded (and are often punished) for independent thought.

2025-06-03 20:35:20

I can't tell you how happy it makes me to see a growing number of physicians breaking free from the (broken) traditional healthcare system and focusing on the simple, yet massive benefits of proper nutrition.
Most of them share a similar story to me of personal and professional trial and error, frustration, and even outrage at being deceived (read: "manipulated") by Big Pharma- and Big Ag-sponsored nutritional studies and proponents as a part of our medical school, residency, and fellowship curricula.
The outrage is intensified for many of us, since we naturally passed this poor nutritional "advice" along (as though gospel) to our thousands (millions?) of patients over many years and decades.
In our attempts to heal our patients, we unwittingly made them sicker.
5+ years ago, I would have scoffed at any post, book, or show that touted the obvious benefits a #carnivore or #ketogenic diet.
But I have since learned that the standard American--primarily sugar/carbohydrate-based--diet is actually the root cause of many of our most life-altering and expensive medical conditions, like atherosclerosis, certain cancers, and autoimmune disorders.

2025-06-02 14:44:57

From BarclayHedge on 2-June-2025:
"Dear Jeff Ross,
Congratulations!
We are pleased to announce that Vailshire Capital Management LLC has been featured in BarclayHedge's Monthly performance rankings. Vailshire Partners, LP has ranked number 1 in the Multi-Strategy category for April 2025."
Congrats to clients of Vailshire Partners LP hedge fund and to my fellow Bitcoiners! 🎉
Onward and upward.
https://blossom.primal.net/8d0c713b52f480819e12f14ceb13b69afd4d983af71a54f1f69c5547572523bf.png

2025-06-01 18:03:44

The Supplementary Leverage Ratio (SLR) is generally a yawner and non-starter for most normie discussions... even the financially-minded.
But coming changes are about to rock the over-regulated status quo of major banks, which will facilitate the unleashing of nearly unlimited government borrowing and spending.
And #bitcoin, as the Great Absorber of Liquidity, is poised to surge even higher over the ensuing years because of these important changes.
Another great article and must-read by my friend and colleague @nprofile…t0d8
https://open.substack.com/pub/jameslavish/p/slr-why-banks-are-warning-the-fed?r=8bgxt&utm_campaign=post&utm_medium=email

2025-05-31 12:27:43

Farmers: Raise cattle, not corn.

2025-05-30 22:55:15

Apologies to all for the recent snarky posts.
I should probably just touch grass or lift some weights when I get triggered instead of airing my grievances on #nostr. 😂
Much love to you all... 🧡

2025-05-30 22:02:26

Key takeaways from the 2025 conference:
1. Stablecoins are the future.
2. Politicians got your back and deserve your vote.
3. Blockchain is the revolution.
4. Wall Street deserves your bitcoin and your trust.
5. Crypto is incredible technology.
6. Everything will be tokenized.
7. Bitcoin is okay.
8. Las Vegas is the perfect location for this conference… so we’re doing it again next year!

2025-05-29 03:01:57

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Accurate.

2025-05-28 22:02:18

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I feel this, Sara. 🧡
Social media is sub.
Even the best form of social media, which is clearly #nostr.
IRL for the win.

2025-05-28 21:50:06

Too snarky or nah?
#nevent1q…gxym

2025-05-28 21:34:21

How’s the 2025 Las Vegas Crypto Bros and Pandering Politicians Conference going?

2025-05-27 14:06:58

The austerity dream is dead.
@nprofile…vajt was right (again).
Nothing stops this (fiscal spending) train.
🚂
You do you, but I continue to increase my fund’s exposure to global hard assets.

2025-05-26 23:51:01

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🍻

2025-05-26 22:37:20

I utterly loathe people who make such wildly hyperbolic and irresponsible statements.
#nevent1q…t35n

2025-05-22 11:33:11

UPDATE: 👀
Remember early April 2025? When bitcoin was ~$83k and the world was in a panic?
Let’s review how we did as Bitcoiners…
“#bitcoin, as priced in US dollars, continues to show remarkable strength during this *anticipated* period of consolidation since its 20-Jan-2025 high.” ✅
“As the green line shows, we continue to see a series of higher lows IN SPITE OF EXTREME MARKET UNCERTAINTY AND FEAR.” ✅
“This is exceedingly bullish behavior.”
“Could the price break down temporarily to the $70k-75k range?” ✅
“Of course.” ✅
“But I would view this as an incredible short-term buying opportunity... and, importantly, I am not expecting this to happen.” ✅
“Based on M2 global liquidity and sharp movements in the US dollar, I still anticipate new all-time highs for bitcoin sometime between mid-May and mid-June 2025.”
This is not a flex but, rather, an admonition to follow the liquidity.
nevent1qqs8aw7lf2kgf5hevfuz03a22vg36q8perq8qcnsg07h3vc4t9ay03cpzfmhxue69uhk7enxvd5xz6tw9ec82cs8y6hhu

2025-05-22 11:24:01

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I would email the president and/or CFO and/or HR directly and push the issue.

2025-05-22 02:05:34

Behind the scenes:
Meeting with some university executives IRL tomorrow to discuss the benefits (and necessity) of a long-term Bitcoin strategy.
Wish me luck and/or pray for me.

2025-05-22 02:02:40

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🫂🍻

2025-05-17 20:52:51

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Two popular ETFs are VWO and EEM.

2025-05-17 20:52:13

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🍻

2025-05-17 14:18:36

For your reference:
This is the 100-year chart of the S&P 500 in #gold terms that I allude to in my recent interview with @nprofile…fgqg
https://blossom.primal.net/7e70763b45dcb11e1c98f1399c3a874bb7e48e026fa8667a3e84fe8366adaeca.png
This "30,000 foot view" of the secular peaks and troughs of US asset financialization is incredibly telling... and critical to grasp.
History does not repeat... but it does rhyme.
Based on this chart, I think the closest correlate with where we are in the current cycle is approximately 4Q 1972.
Question:
If, in 4Q 1972, you could invest for the ensuing 10 years in either:
- US financial assets (including stocks, bonds, and real estate)
OR
- International equities and hard assets (including bitcoin and gold)
...which would you choose?
I'm not telling anyone what to do. But I am encouraging you to consider where we are--economically-speaking--and, importantly, where we are headed.
Onward and upward.
#nevent1q…h4uk

2025-05-16 19:51:48

PSA:
If you are heavily invested in US assets... including stocks, bonds and/or real estate... then you should probably take a listen to this recent interview with @nprofile…fgqg
The major secular trend has already started... and few are ready for the necessary shift away from over-financialized US assets and to hard assets (like bitcoin and gold) and international equites.
Give it a watch/listen and let me know your thoughts below!
https://www.youtube.com/watch?v=rPLe5gfblLM

2025-05-15 15:53:10

Don’t just opt out. Build a better world. 🧡

2025-05-15 13:56:37

Today’s UnitedHealth Group fraud allegations only further confirm how broken, deceptive, and decrepit is the US “healthcare” system.
Big insurance, big pharma, big agriculture, and the federal government collude to create a highly lucrative and patient harming network.
It’s despicable and disgraceful.
It cannot be saved by political means.
A hard reboot to free market principles and the provider-patient relationship are desperately needed.

2025-05-13 19:28:03

Contrary to popular belief among fiat brains…
Despite its forever fixed supply, there will always be enough bitcoin available for anyone who wants or needs it.
The only variable is the price they will pay for each sat.

2025-05-13 19:11:20

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Probably

2025-05-13 17:58:20

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I love it. 😂
Where’s your neighborhood?

2025-05-13 15:56:44

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Yup

2025-05-13 15:52:35

CONFESSION:
Today I came to the humorous, but accurate, realization that the only reason I spend any time on social media is that my IRL friends have little to no interest in investing, macroeconomics, and even Bitcoin.
Related, the urge to unplug and permanently touch grass is incessant for me now that I am not trying to grow my business and brand.

2025-05-13 15:38:00

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Thanks.
We’ll see how long it lasts. 😂

2025-05-13 15:30:39

The world is changing rapidly.
History show that during such times of transition and upheaval...
- Those who are carefully observing the (sometimes exponential) changes AND are willing to adapt accordingly will be the winners in the coming Age.
- Those who choose not to notice or, worse, those who--clinging to the past--simply complain about the new rules and technologies, will soon become obsolete.
The choice is yours.
Onward and upward.

2025-05-13 14:35:36

GM. ☕️
Disinflation is over.
The US likely hit the low point of (CPI) for the year.
Oil prices have likely bottomed and should meander higher from here.
This also means that the chance of deflationary recession is almost zero for the foreseeable future.
The US economy should rev higher and economic indicators will likely surprise to the upside.
New ATHs (and more) likely for #bitcoin in the near future.
Onward and upward.

2025-05-01 17:22:15

Accurate.
@nprofile…6dtc
#nevent1q…xfza

2025-05-01 17:02:44

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👀

2025-05-01 16:33:50

🚀🐂🚀

2025-04-30 23:25:28

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😂
I have nothing new to say.

2025-04-30 23:23:36

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I have no affiliation with that entity.

2025-04-18 16:47:48

US-centric financialization -- peaks and troughs
S&P 500 (#SPX) vs #Gold
Don't ignore the powerful and highly significant trends.
The world is changing.
Save & invest accordingly.
#Bitcoin
#FourthTurning
https://m.primal.net/QVDM.png

2025-04-15 22:26:11

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It will become very obvious once the actual bull market starts.
Covered call strategy + fees will drastically underperform MSTR over the long run.

2025-04-15 22:12:49

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Can confirm. ⚡️

2025-04-15 16:21:25

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I don’t care for such products.

2025-04-15 16:20:38

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🍻

2025-04-15 15:21:41

Pro tip:
Increasingly ignore the increasingly obsolete.

2025-04-12 18:19:05

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I’m talking about over the next 10-15 years.

2025-04-12 17:14:49

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Not to nitpick, but I think that life will be pretty good for gold bugs for the next 10 to 15 years.
It will just be exponentially better for Bitcoiners.
It probably won’t go well for US tech stock and bond bulls.

2025-04-12 16:50:36

STRONG OPINION:
Bitcoin has clearly entered the global Store of Value phase.
US magacap technology stocks will slowly lose their SoV status (which they’ve enjoyed since 2009) over the coming 10-15 years.
Everything that is good for gold is 10x to 100x good for bitcoin.
#nevent1q…t4mu

2025-04-12 16:48:20

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Yes.
Bitcoin has entered the global Store of Value phase.
US magacap technology stocks will slowly lose their SoV status (which they’ve enjoyed since 2009) over the coming 10-15 years.

2025-04-12 16:39:07

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Everything that’s good for gold is 10x to 100x good for bitcoin.

2025-04-11 19:35:00

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Great post. ⚡️

2025-04-11 18:41:32

For your ongoing consideration... 👀
- Sept 1930
- May 1971
- Aug 2001
- Dec 2024?
Sound money + Hard assets vs. Stocks + Financialized assets
Portfolio managers take heed.
#Gold
#Bitcoin
https://m.primal.net/QMHz.png

2025-04-11 18:02:42

I’ve been in full-recluse mode lately, trying to wrap my head around the massive monetary and financial shift that is currently underway… along with its geopolitical ramifications.
The only other macro person I hear talking about it is Darius Dale, so I recently resubscribed to his research service. *Strong recommend*
In short, it’s becoming increasingly clear to me that we (may) have just entered a period of long Global Hard Assets vs short US-based financialized/fiat assets, similar to the 1930s, 1970s, and 2000s.
The investment implications are profound and, likely, long-lasting.
🍿
#FourthTurning

2025-04-08 17:44:21

Previously slated for 2026, it appears that the current administration's policies are pulling the future #recession into the present.
This may distort the four-year cycles of which we have grown accustomed.
Which may also effect the *expected* price action of macro assets... especially #bitcoin (in fiat currency terms).
We are living in interesting times.
Adapt accordingly.

2025-04-04 17:18:56

GM.
Although I have been thoroughly enjoying my break from social media, I thought I would post a quick update on the #Bitcoin magical line chart.
OPINION:
#bitcoin, as priced in US dollars, continues to show remarkable strength during this *anticipated* period of consolidation since its 20-Jan-2025 high.
As the green line shows, we continue to see a series of higher lows IN SPITE OF EXTREME MARKET UNCERTAINTY AND FEAR.
This is exceedingly bullish behavior.
Could the price break down temporarily to the $70k-75k range?
Of course.
But I would view this as an incredible short-term buying opportunity... and, importantly, I am not expecting this to happen.
Based on M2 global liquidity and sharp movements in the US dollar, I still anticipate new all-time highs for bitcoin sometime between mid-May and mid-June 2025.
Could I be wrong?
Of course. But this remains my highest probability expectation, even (and especially) IN SPITE OF EXTREME MARKET UNCERTAINTY AND FEAR.
I hope this commentary helps.
Back to my break from social media.
Onward and upward.
https://m.primal.net/QEJk.png

2025-03-30 23:01:57

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lol… thanks Chris.
It’s tough to get noticed by the Billion Dollar Boys if you don’t have Wall Street connections.

2025-03-30 22:59:22

Take some initiative… or life will pass you by.

2025-03-30 18:15:46

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🤝

2025-03-27 16:14:26

Unplug.

2025-03-26 21:03:24

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lol

2025-03-26 20:54:54

I would have recommended that #GME buy a significant supply of #bitcoin first with a part of their $4.5B+ as a treasury reserve asset, but here we are.
Otherwise, they will likely follow the #MSTR playbook to a tee.
Milking the public bond and equity markets to buy #bitcoin... You love to see it.
I'm here for it.
Onward and upward as Bitcoin consumes Wall Street from the inside out.
https://seekingalpha.com/news/4425452-gamestop-announces-proposed-private-offering-of13b-of-convertible-senior-notes

2025-03-26 19:26:55

WARNING: THIS IS NOT A BITCOIN-RELATED POST. READER BEWARE.
Some notable equity position "sells" in Vailshire Partners LP hedge fund in recent days/weeks:
- #AAPL
- #GOOGL
- #MSFT
- #NVDA
- #QQQ
- #TSLA
In general, the so-called #MAG7 stocks are rolling over and losing momentum after years of outperformance.
Whether or not they bounce and regain their dominance among equities in the near future remains to be seen.
Until their upward momentum resumes, they will ride the proverbial pine on my fund's watchlist.
Onward and upward. ⚡

2025-03-26 17:58:26

CONFUSED ABOUT THE US ECONOMY? HERE'S WHY.
A fantastic chart from Hedgeye and Bloomberg, depicting the strong divergence of Hard and Soft data.
The actual ("hard") data--especially in the form of "economic surprises" (to the upside or downside)--have been steadily improving since mid-March 2025.
Meanwhile, the sentiment ("soft") data has fallen off a cliff since late January 2025.
LESSONS:
- To succeed as an investor and/or saver, learn to place facts over feelings.
- Trust the hard data... not histrionic, politcally-motivated opinions.
- Invest in the future, not in the present or (especially) the past.
https://m.primal.net/PuAV.png

2025-03-26 16:07:19

Two important observations:
1. The 5-Year CAGR of #bitcoin is clearly diminishing over time.
2. For the foreseeable future, bitcoin's CAGR is likely to far outperform that of most, if not all, other major asset classes.
#nevent1q…fjc8

2025-03-26 15:57:13

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🤝

2025-03-26 15:45:22

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GM.
Don’t zap me.

2025-03-26 15:41:53

GM #nostr family. ☕️
Save in #bitcoin.

2025-03-26 15:37:51

"You are designed to see glory, and to be much satisfied by it."
- John Piper

2025-03-26 13:00:33

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Great chart. ⚡️

2025-03-25 23:18:14

As for me, I now like the stock.

2025-03-25 23:08:21

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Yes, generally speaking.

2025-03-25 21:30:07

UPDATE: An epic, textbook breakout for #MSTR.
I don't make the rules... just observations. 👀
Onward and upward. ⚡
https://m.primal.net/Psxc.png
#nevent1q…z0s2

2025-03-25 12:59:49

The 2024 financial audit is finally complete. 👀
For Vailshire Partners LP hedge fund (which I personally manage), the 2024 total (net) return after Performance Allocation to the General Partner was:
+198.85% 🔥
Per the BarclayHedge database of funds, Vailshire Partners LP was the #1 performing fund in the world for 2024.
Shout out to #Bitcoin and congrats to the clients (LPs) of Vailshire!
Onward. ⚡
**(Not a solicitation to invest. Limited partners must be accredited investors and qualified clients.)
https://m.primal.net/Psan.png

2025-03-20 13:15:54

GM #nostr family. ☕
Don't feed the system that feeds off of you.

2025-03-20 01:17:21

Can confirm that #nostr is the future. ⚡️
#nevent1q…j5d8

2025-03-19 22:24:21

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Nice. 🍻

2025-03-19 18:25:59

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That’s a lot of leverage on a highly volatile underlying asset

2025-03-19 18:20:07

What I'm watching... 👀
A major upside breakout underway for #MSTR or nah?
Either way, I'm here for it. 🍿
(Note: As a leveraged bitcoin proxy, MSTR tends to slightly front-run bitcoin itself.)
Onward.
https://m.primal.net/Plhp.png

2025-03-19 15:26:12

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😂

2025-03-19 15:01:44

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🤝

2025-03-19 14:59:12

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Amazing progress.

2025-03-19 13:58:14

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This is something that I was also greatly concerned about in early March.
But I am increasingly convinced that the markets--especially Bitcoin and Nasdaq stocks--have already priced in these risks and are ready to price in optimism going forward.

2025-03-19 13:23:45

The delayed effects of massive dollar strength into mid-January 2025 are coming to an end.
Economic surprises should start moving from bad to less bad.
This is bullish.
#Bitcoin--the world's freest market--will be among the first assets to respond accordingly.
https://m.primal.net/PlTL.png

2025-03-19 13:16:09

Few understand that the United States is the #1 subsidizer and exporter of Malnutrition- and Obesity-Related Illnesses (#MORI).
Honest mistake? Or by design?

2025-03-19 12:40:36

GM #nostr family. ☕
Defund and downsize central planners.
#Bitcoin

2025-03-18 15:43:11

What I'm watching... 👀
The #MSTR chart continues to look clean.
Demarcated with magical lines and technical points of interest (blue arrows).
For infotainment purposes only, obviously.
Onward.
https://m.primal.net/PkTS.png

2025-03-18 12:55:11

GM #nostr family. ☕
Don't believe the "official" data, as presented by traditional media.
(See below for a pertinent example.) 👀
#nevent1q…qdvy

2025-03-18 12:52:25

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In 2024, our fund returned 198.85% (net of all fees).
We outperformed the "Top" Bloomberg hedge fund by 162.75%... lol

2025-03-18 02:29:12

lol… Bloomberg needs to get their facts straight.
Look up Vailshire Partners LP on BarclayHedge data base.
#nevent1q…a0yj

2025-03-17 19:33:34

As for me, I like the corn.

2025-03-17 19:07:18

I know that I'm not supposed to show charts with magical lines and other TA nonsense ("astrology for men")...
But here we are. 👀
#MSTR might pop-off... and soon. 🚀
I don't make the rules. I just draw the magical lines.
Also, I am wrong a lot. So do not take any of this infotainment seriously.
Onward. 🍿 ⚡
https://m.primal.net/PjQi.png

2025-03-17 16:54:59

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🤝

2025-03-17 13:15:50

Not a single normie yet understands that sats are pure purchasing power units.
#Bitcoin is international energy money.

2025-03-17 13:05:42

To be very clear, I don't want your pity zaps.
I'm only posting this because several people asked me to upload my shows to Fountain.
Time is precious... and I hate wasting it to do things that don't provide value to others.
#nevent1q…n0gn

2025-03-17 12:53:52

I’m sure glad I spent a couple of hours last weekend uploading recordings on my live streams to @nprofile…esl8
lol… 🤦🏻‍♂️
In a value-for-value world, it’s humbling to know that I provide exactly Zero value, based on sats and suppporters. 😂
https://m.primal.net/Piyb.jpg

2025-03-16 23:01:04

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I hate to keep saying this, but the Overton Window has clearly shifted… and quickly.

2025-03-16 13:22:47

GM #nostr family. ☕️
Perspective:
- God is God.
Therefore:
- Bitcoin is not God.
- Government is not God.
- AI is not God.
- You are not God.
Respond accordingly.

2025-03-16 13:18:34

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It doesn’t much bother me.
I have many friends and colleagues who are far away from me on the political spectrum.

2025-03-15 23:04:08

There will be signs.
https://m.primal.net/PhMK.jpg

2025-03-15 22:47:54

PSA: This would be a good day to unfollow me.