Toby McMann

Bitcoin enthusiast | Nostr only
Nosce te ipsum

Public Key

npub1elqfutrcl6w42ekxcru9el2r8h0qe90vgz6yuy4panusplph8t7srfxw9h

Profile Code

nprofile1qqsvlsy793u0a824vmrvp7zul4pnmhsvjhkypdzwz2s7e7gqlsmn4lgpz3mhxue69uhhyetvv9ujuerpd46hxtnfduqs6amnwvaz7tmwdaejumr0dsq0l0um

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relay.damus.io

nos.lol

Author Public Key

npub1elqfutrcl6w42ekxcru9el2r8h0qe90vgz6yuy4panusplph8t7srfxw9h

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Last Notes

2026-04-21 19:55:04 UTC

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Jack - congrats on the engagement. You are a very special person, and I think I speak for plebs across Nostr -- we really could not be happier for you and your fiance / families. I have been following you since 2018, when you were pursuing (if memory serves) a hedging product for miners?! We have come a long way. Thank you, and you have made my day. Keep crying! 😂

2026-04-15 01:05:02 UTC

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I think the key feature to the preferred instrument is the interest rate can adjust.
If Bitcoin's price tanks, the effective collateral sitting behind the preferred also tanks, but the interest obligations can also tank.
At the end of the day, if Bitcoin tanks, preferred investors get screwed, in that they then take all the downside associated with Bitcoin's volatility (in the form of little to no yield) but only get a fraction of the upside to Bitcoin when it runs higher, because they just get the interest payment.
Institutions are smart enough to see this. So the money flowing into the preferred is super bullish for bitcoin. It says that investors want bitcoin exposure so badly, that they are willing to take all the downside for limited upside -- just because, for whatever reason, they cant hold it directly.
It is quite incredible, really. There is such distortion in trad-fi. And Saylor is unapologetically taking advantage of it all.

2026-03-30 19:10:03 UTC

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I thought the objective was regime change. And, kinda tough to accomplish the goal of degrading missile systems, etc, if we are in a ceasefire. Huh? Why the ceasefire if the US wont stop until the mission is complete, and requires more fighting, and they want things to end quickly. What am I missing? I dont get it. All the while more and more troops are sent to the arena. Why are they needed?

2026-03-27 20:09:38 UTC

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Maybe they should use the $10M to improve security. 🤔

2026-03-24 00:57:33 UTC

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Never invest in anything you dont (or cant) understand! 🤣

2026-03-23 11:25:13 UTC

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So the Strait will remain closed for at least another 5 days, while the US ships more assets to the arena.
What did Simon predict, exactly?

2026-03-23 11:20:34 UTC

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Are you sure? IDK. Can the US really leave the region now, and allow Russian and China influence to fill the vacuum, putting Allies there at increased risk? I think it was Colin Powell who warned ahead of the Iraqi War, "you break it, you own it." [paraphrasing] Trump owns this, full stop -- with all the consequences.

2026-03-23 11:06:41 UTC

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Hmm. Sorry. You know what the tweet will say. Some combo of ...
a) the US is winning (so much winning, maybe even too much?🤣),
b) threats against folks not helping the US win, and
c) something to try to calm the oil markets (typically something which turns out to be polar opposite to what actually happens -- like Israel wont attack energy targets, or the war is about to end whilst the US ships increasing number of assets and ground troops into the region, etc).
Other ideas on how to spend the day... Stay humble, stack sats. Touch grass. Give unconditional love to friends and family. Smile. Be positive change. Make someone laugh.

2026-03-22 17:04:07 UTC

Bitcoin is an incorruptable ledger.
Which is to say, Bitcoin is Truth available to all, without force or the need for Faith.
It is peace and honesty.
Nothing exists like it anywhere.

2026-03-22 15:17:53 UTC

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So, we have Trump now blaming the Democrats!! Add them to the list alongside European countries unwilling to join alongside US forces. (Not blaming Bibi, or Russia, or China. 👀)

2026-03-22 15:11:53 UTC

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And when good people are able to communicate and trade in a free market of ideas and goods, without the corruption and theft of central control, humanity flourishes. That's it!
#nevent1q…wqun

2026-03-22 15:06:14 UTC

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This guy is the face of "crypto."
Stay humble, stack sats.

2026-03-22 13:01:00 UTC

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I dont care if we are early
We are free
That is the important thing
🙏✌️

2026-03-22 11:00:17 UTC

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Why worry?

2026-03-22 10:57:28 UTC

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If you choose to entrust your time and energy to walled gardens, your business strategy needs to factor these risks upfront.
I do not understand how people like you, Lepard, Lyn, etc, etc, etc, preach the evils of centralization (building a career around it), then complain on Nostr when you suffer the slings and arrows of its known and inherent risks.
I wish you luck, and peace.

2026-03-22 10:45:15 UTC

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Oil and commodity driven price inflation may pressure central banks to raise rates, with hopes of slowing the economy, encouraging savings, etc. But higher rates also increase interest expense -- something Trump and the US government simply can't afford. This is why Trump is so desperate to keep oil prices low. But it defies logic if Trump thinks he can a) send the entire Middle East into war, while b) keeping oil prices low. It was a horrible, horrible, horrible miscalculation.

2026-03-21 21:13:43 UTC

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Well it is pretty clear now ... Trump's mission of quick regime change failed. He now has a dumpster fire on his hands -- hoping to control the price of oil, while still trying to effect regime change militarily. All the while, Europe has given Trump the proverbial middle finger and Trump's new best friend is Zelensky (while the US lifts sanctions on Russia). Hot mess. Don't sell your oil and gas stocks anytime soon.

2026-03-21 20:31:14 UTC

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Just listened to the WBD podcast interview with Lauren Rodriguez.
The details of this case, and how it was prosecuted, are what I would expect from judicial proceedings in China or Russia.
What is the community doing on this matter?

2026-03-21 16:07:32 UTC

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They look totally sober and rational. Perfect for scientific analysis! 🤣

2026-03-20 20:22:51 UTC

AI, if the game changer some folks think, will be so deflationary it will crush overly indebted nations who are reliant on inflation. These countries will need to monetize so much debt, their currencies will collapse (either gradually or suddenly, it is inevitable). Those who adopt sound money quickest win. You don't want to be late to this party.

2026-03-20 17:30:02 UTC

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Not funny. Why link Epstein and Andreas? SMH.

2026-03-20 13:35:25 UTC

I am increasingly seeing China's latest strategy (of requiring payment in yuan for passage through the strait) as kinda brilliant for them.
Trump cannot allow the price of crude to sustain above $100. And China is saying "Hey, you want oil to sail through the strait and the price of oil steady, fine -- so long as you stop using the US dollar."
It is the same Achilles Heel China attacked during Trump's "tariff tantrum" a year or so ago. Bessent, "The US has the upper hand." China, "Really, how about we dump all of our Treasury holdings on the market?" Bessent. "Yeah, I think we can bring tariffs down."
The longer this war goes on, and the more China uses the situation to encourage the world to take another step towards de-dollarization, the more it causes inflation in the US -- both from energy, things like fertilizer, and in terms of the Fed needing to print money / debase the currency to soak up declining demand for dollars / US treasuries.
Trump is stuck. Where is the win? He was hoping for quick regime change, and got it wrong. No plan for the closing of the Strait. I can see Trump chickening out, and Iran/China/BRICS still not accepting dollars to pass through the Strait.
And, what next? Maybe China says, "you want our rare earth minerals. Okay. Pay us in yuan." Or gold. Or Bitcoin.
This is the same playbook Russia used when taken off Swift. They sought to de-dollarize. "You want our oil and gas? Okay. Pay us in rubles or bitcoin, etc." Last I checked, Russia seems to be doing fine. People want their oil. Realtively low debt to GDP, etc.

2026-03-19 15:34:17 UTC

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China using the US attack against it. 👀
"Fighting like water"—to make the opponent exhaust themselves, fall into traps, and provide the means of their own defeat.

2026-03-19 15:26:06 UTC

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I do love the focus here on key factors, and viewing the world concisely through the lens of gold, oil, and bitcoin. Huge value and time-saver. 🙏

2026-03-19 10:14:09 UTC

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How did we know that our casualties would be worse if we did not preemptively attack Iran?
My point: We have now seen Iran's response to attack and their capabilities.
Is there anything to them that would suggest a threat greater to US lives than that which has resulted from the US attacking Iran?

2026-03-19 10:07:05 UTC

PRO TIP: Your time and energy is too valuable to be spent on those people or things you do not trust.
(Thanks, Sid.)

2026-03-19 10:03:41 UTC

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PRO TIP: Your time and energy is too valuable to be spent on those you do not trust. (Thanks, Sid.)

2026-03-19 09:24:52 UTC

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Realize this bot is just mirroring and summarizing other reporting out there, but gold is not crashing? It is still near $5000/ounce!!! If it had been at $10,000/ounce last year and recently fell to $4700, that would be one thing. But going from $5000 to $4700, when it is up from $3000 over the last year, is not a crash! Everyone should relax. Scarcity is winning.

2026-03-18 20:37:52 UTC

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Is it me, or does Zuck sound totally effeminate? Come to think of it, he just kinda looks low testosterone. 🤔🤣

2026-03-16 17:07:53 UTC

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Welcome

2026-03-16 17:05:29 UTC

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This is not a Ponzi. This is a leveraged and speculative move on the USD. 👀

2026-03-15 15:20:41 UTC

https://blossom.primal.net/99440b2f2661baddd43c21c1ecc10177e51603c9e5bae8cf433af4418c1237ce.jpg

2026-03-15 15:19:06 UTC

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Here is a paradox: I could hang out on X, give all my best thoughts to Elon and be manipulated by his algorithms, and consume Lyn's best, real-time research. Or, I could hang out on Nostr, live an online existence that is free and soulful, with a longshot of seeing Lyn's best macro thinking (if maybe she thinks folks on Nostr really prefers hearing about anything but macro content)?? 🤣🤔

2026-03-15 09:46:08 UTC

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We are winning.

2026-03-15 00:20:02 UTC

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Not sure if this report was produced by the bot to which @nprofile…fg9w referred on this week's RHR, but I like it! 🙏

2026-03-13 14:44:10 UTC

https://blossom.primal.net/8dc3094544f9166e614468339c85615f217c896e03e0ed5c92b87546090d40e5.jpg

2026-03-13 09:38:16 UTC

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Ego is a dangerous thing, my friend. Stay humble, stack sats.

2026-03-13 09:36:15 UTC

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Conceit + ego = HFSP. Onward.

2026-03-13 09:31:04 UTC

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When they portray bitcoin as a casino, or resting on nothing but emotion, simply judging based on short term price change, and ignoring the fact that the world increasingly values scarcity, and the unique properties that bitcoin delivers to those valuing scarcity, you know it is still early.

2026-03-12 23:03:23 UTC

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Feels like you may want to go back to Twitter

2026-03-10 05:39:23 UTC

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I like to focus and lean into verifiable truth. Stay humble, stack sats.

2026-03-08 20:55:28 UTC

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He funds the war with taxes and inflation. Ugh

2026-03-06 10:39:20 UTC

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Beautifully written, and right on. Thank you! Powerful lesson. Separate from the tribe. Become your authentic self. And then, with freedom and fulfillment from the same, watch your world expand, with by good people snd unconditional love.

2026-03-04 22:29:27 UTC

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Uh, oh. Look out below! 🤣

2026-03-04 15:52:04 UTC

Could quantum communication be used to harden systems using current cryptography?

2026-03-03 12:12:30 UTC

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The problem here is the prosecuting attorney. The question is vague. He is not asking if Hillary knows these people or had relationships with them. It asks if a y communications "related" to Epstein. What does "related" mean? Very unfortunate and missed opportunity. The world deserves better. "Have you ever communicated with any of the following people related to Jeffrey Epstein...?"

2026-03-02 01:07:15 UTC

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Lyn, you track and comment on liquidity trends often (not on Nostr, but elsewhere). For us folks on Nostr, maybe you can provide sn "exclusive" and comment on "why do you not track the ratio of liquidity to debt, instead of just liquidity?"

2026-03-01 19:51:51 UTC

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Saylor wants to lend his corn to earn yield. So I would guess that he is fine with rehypothication and leverage. And, similarly, anything that moves the world more towards tokenization helps his vision.

2026-03-01 17:49:44 UTC

Buying gold says, "I do not trust the US dollar.
Buying bitcoin says, "I do not trust anyone."
https://blossom.primal.net/dec2784b311dd126027c231816aa637187b24230848da0119704256af174213b.jpg

2026-02-27 13:13:11 UTC

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PRO TIP: The banks and brokers are going to tokenize everything.
They want fees from everywhere, on everything, 24/7/365. Follow the incentives.
They will make it super easy for everyone globally to allocate their money seamlessly between all tokens. They will make markets, and rehypothicate the shit out of it all.
And bots will trade all of it, constantly, at incredible volumes.
Citibank sees it. Blackrock sees it. Fidelity sees it.
The next 5 years are going to be insane.
Remind me: which ledger is the most secure and trustworthy?
#nevent1q…00fg

2026-02-25 21:12:33 UTC

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Yeah, I wonder what the "something" is that went wrong!! They know. Hint: Look in the mirror.

2026-02-25 21:09:21 UTC

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All value is subjective!!!!

2026-02-25 14:10:05 UTC

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Thank you!

2026-02-25 08:54:16 UTC

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Denial ain't just a river in Egypt.

2026-02-25 00:21:52 UTC

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Really, really thought provoking interview.
I have so many questions, but top of mind: Why is the CCP releasing the best open source AI? Who does it hurt? By empowering the plebs globally, is it an attack on US tech companies, and a key source of US power and intelligence?
Thanks, in advance -- and, again, great episode. Time well spent.

2026-02-23 22:00:45 UTC

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Have we had too much winning yet?

2026-02-23 21:56:14 UTC

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AI is tearing down the gardens' walls.

2026-02-22 16:21:38 UTC

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Nostr Only!!!

2026-02-20 10:49:41 UTC

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Canada has 160k real estate agents, and about 60k in the army. 👀

2026-02-18 12:10:03 UTC

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Love the picture. Chanelling the Fed. Good looking on the outside. Lungs burning and rotting on the inside! 🤣

2026-02-16 20:54:55 UTC

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She looks like hell, which I am afraid reflects her rotten core.

2026-02-16 17:57:20 UTC

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Where is Al Gore when you need him?! 😛

2026-02-15 16:54:03 UTC

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Hmm. Maybe a bit of an exaggeration. 🤔

2026-02-15 11:52:39 UTC

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Folks might want to listen to Mark Goodwin on the latest What Bitcoin Did. Powerful forces behind bitcoin, playing a long game of world domination, and winning. Then you see Trump's son stacking bitcoin and literally making it his job -- while most probably think he is crazy. It is still early. Sub-70k is a gift.

2026-02-13 23:22:49 UTC

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What does Parker Lewis think? 🤣

2026-02-12 10:36:42 UTC

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Bitcoin is more than collaboration on a global scale. It is love on a global scale. ♥️🔥

2026-02-12 01:11:47 UTC

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Tick tock, next block. 🤣

2026-02-07 15:02:47 UTC

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PRO TIP: Don't listen to RHR while lifting free weights. You crack up laughing unexpectedly, and your muscles fail. 🤣

2026-02-06 14:50:33 UTC

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REMINDER: We are experiencing a monetary reset.
#nevent1q…v2k2

2026-02-06 11:18:35 UTC

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I dont think bitcoin's recent dip has anything to do with altcoins or quantum. They are excuses. The real issue is gold. It is sucking demand from bitcoin. The same way bitcoin stole demand from gold in its last run up. They are substitutes. Bitcoin may be transferable at the speed of light, etc, but gold is "big blue" and easier to explain. It is safe, and the world is scary. The pendulum will swing again. Bitcoin is still dematerializing gold, and is winning. Gold's run up proves the underlying thesis of sound money. All is good. But let us not fall into the trap of somehow thinking shit coins are substitutes, or anyone is truly worried about inability to address quantum if needed.
#nevent1q…k47f

2026-02-06 11:02:47 UTC

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Bessent just weakened demand for the US dollar, the US' biggest export. Just like when Biden took Russia off SWIFT and froze dollar accounts. How did that work out?

2026-02-06 10:56:12 UTC

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Bessent just further weakened demand for the United States' biggest export. #inflation

2026-02-06 10:54:14 UTC

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Translation: "You are crazy to assume the US dollar is a neutral reserve currency."

2026-02-03 17:50:47 UTC

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Privilege defined

2026-02-03 15:56:26 UTC

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...and be yourself...! ♥️

2026-02-03 15:55:46 UTC

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We like to think we are some obscure corner of the internet. The reality is that we are the future, and the ruling class has known it since nearly the beginning. 👀
#nevent1q…6ch6

2026-02-02 21:16:59 UTC

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Very happy with my whe house Kohler generator. I do not have the extended warranty, and havent needed it for the last 10 years. Good luck.

2026-02-02 19:11:03 UTC

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Look out below!

2026-02-02 00:50:08 UTC

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Nice PSA ... but, Natalie, "who do you think you are talking to right now? Twitter? You are on Nostr now. Everyone has bitcoin. Everyone stacks sats. We dont need the reminder. You are preaching to the choir!" 🤣🤣
https://primal.net/e/nevent1qqsxz5rwv62ha5ce27uyvnmeheepdwgfp9sr865dc5w689k7wpg3pfcuf2j68

2026-02-01 19:32:48 UTC

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I went on the website, and didnt see an option to pay with fiat. Are you BTC only? Or did I miss it?

2026-02-01 02:50:05 UTC

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It is perhaps not a coincidence that bitcoin falters as the world again realizes that it cannot trust its leaders. Anyone similarly remember the beginning of Covid, etc?
"In the short run, bitcoin is a voting machine, but in the long run, it is a weighing machine."
- Ben Graham, the father of value investing, on bitcoin 🤣
#nevent1q…n900

2026-01-31 22:14:23 UTC

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<$30k will be interesting -- ie, below an approximate 75-80% draw down from ATH. As we know, this level of correction has happened before many times and feels very healthy -- but particularly if it correlates this time with a flushing of the entire financial system. I hate pain for folks. Trust me. I am not cheering for it. I will be the first one trying to help should it occur. But reality and truth is so distorted, a reset may not be the worst thing in the long run.
#nevent1q…ujlx

2026-01-31 12:20:09 UTC

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The irony is these sickos think Saylor is detached from reality, but their yardstick is a moral compass that is forever broken..
Fuck these perverted assholes who live only for their egos with no morality.
Atta boy, Saylor! A freak, like us.

2026-01-31 12:06:50 UTC

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AI is just saying the quiet part outloud. These agents are not smarter than the humans from whom they are learning, just more honest! 🤣

2026-01-31 12:02:07 UTC

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I wonder what important service will cease to exist, and how our lives will be worse? 🤔

2026-01-30 12:51:26 UTC

Love is free. It is never forced. All of us can choose it, and also offer it, if we want.

2026-01-29 11:30:54 UTC

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I must say, whilst a bitcoiner, I am really enjoying the bull run in gold. It speaks volumes to the fragility of the fiat system, shaking the world to take notice. The big dog is getting off the porch. And it is good for the world. It is not a threat. There is no feeling of competition. We are all on the same team.

2026-01-28 17:13:47 UTC

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Movie reviews? And they say Nostr is just a bitcoin and freedom oriented echo chamber. 🤣 (Must say, I dont follow Lyn here for her thoughts on movies or pop culture. I am hoping one day she will engage here on the macro-investing part of her life. She posts what she wants, but what shows up here really is not of much or any value to me.)

2026-01-28 14:48:59 UTC

Step by step, on a pre-dawn run....
It started with the fear, uncertainty and doubt. Would it be hard? Would I do my usual mileage, or need to stop short? Would I fail? Would it be cold, and uncomfortable? Would it hurt?
I jumped right in. It didnt hurt. It was not too cold. Then, halfway through, I took note of the ocean up against the beach as the morning's pre-rise glow lit the sky. "It must be high tide, the water against the beach looks like an infinity pool. Amazing."
Then, I felt small. I turned for home. The fear and doubt was gone. All that was left was beauty and love. Things I couldn't notice on the first half, because of the narrow aperture of fear, spoke to me on the second half.
Nature. The sun, sand and ocean breeze. The trees and shrubs. I touched them. And then I remembered the palm tree at my finish line. The one I like to touch on its trunk. The one I thank each year for the health and gratitude of another visit, connecting moments in time.
Enjoy your day. It is big and beautiful.

2026-01-28 11:04:42 UTC

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Not investment advice, but I might be careful if you are thinking this a buy signal for stocks.
Look what happened in the 1970s. (And without Volker, it might have gone lower -- as Trump seeks to lower rates, the opposite of Volker, with US debt/GDP over 120%.)
https://blossom.primal.net/d840aecd434e81e546254f0a7c4781a07098057f9cc39040fadb12165382094e.jpg

2026-01-27 17:38:07 UTC

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Tim May = legend. 🙏

2026-01-27 16:23:49 UTC

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It used to be the full curse ... err, I mean, American dream ... was a mortgage and commute. Now we have weapons of self defense and, of course, bitcoin! 🤣 (The diapers are in both scenarios!)

2026-01-26 22:44:31 UTC

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Thanks for sharing this insightful content here on Nostr. We are so lucky.

2026-01-26 16:19:49 UTC

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Is there really that much hashrate impacted by the winter storm??

2026-01-26 01:06:23 UTC

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Me thinks that oil is underpriced. Same with bitcoin! 🤣

2026-01-24 17:13:13 UTC

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I like that TFTC is taking a more active role in disseminating good, relevant news content. It is great, and supports both your brand and the Nostr community. The signal through the noise. 🙏🙏🙏

2026-01-24 17:03:59 UTC

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Love unconditionally.
The high road is a long lonely road, but its it.

2026-01-22 18:08:54 UTC

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A central bank of bitcoin? Holy shit, his ego is growing out of control.

2026-01-21 12:29:31 UTC

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Bitcoin is truth

2026-01-21 12:27:23 UTC

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Great progress. Might be nice if they paid it in a fixed amount of sats/hour, not dollars. But, again, very bullish.