Less Noise, More Signal

Pascal
  • 5.0 (3)
  • Investing
  • Updated Biweekly

Welcome to Less Noise, More Signal. In a world saturated with news, hype, and endless chatter, finding clarity can seem like searching for a needle in a haystack. I’ve taken on this challenge and made it my mission to cut through the noise by amplifying the signal. Who am I? I’m Pascal Hügli. With a background in political philosophy, a career in investment management, and a deep expertise in Bitcoin and digital assets, I’m here to explore the ideas and connections that others do not bother to see. It’s not just about finding the right answers; it’s about asking the right questions. In each episode, I interview the most insightful thinkers in their respective fields. Every guest contributes a vital piece to the puzzle, helping us form a clearer picture of the forces shaping our world of macro, finance, and money. Listen in as my guests and I tilt the balance from noise to signal, one podcast episode at a time. Ready to elevate your understanding? Let’s dive in.

  1. 1d ago

    This Model Called Ethereum’s Direction Most of the Time

    FULL EPISODEhttps://youtu.be/RULO7SHpJcsDISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkCLIPIf Ethereum isn't a company, how should you value it? Lucas introduces “flow intensity,” a framework designed to measure Ethereum's economic activity against its own historical baseline instead of forcing traditional cash-flow models onto ETH. In the sample he presents, the model called Ethereum's direction over the following six weeks 76.4% of the time, or 12 out of 15 windows.SUPPORT⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p💵https://donate.stripe.com/9B600k5Tscv...Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L…LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack....🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn🎧 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/1967693013SOCIALS Follow on X👉 https://x.com/pahuegFollow on Nostr 👉 https://primal.net/pascalFollow on LinkedIn 👉 / pascal-huegli

  2. 5d ago

    France Is Europe’s Weakest Link. What Happens Next?

    MEMBERSHIPS Become a premium member on YouTube and Spotify for early access and bonus content. Join now! DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODE 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. Follow Jeroen Blokland 👉https://x.com/jsblokland SUPPORT ⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00 Twint: 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/4jfhr4zn SOCIALS Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/ 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.

  3. 6d ago

    How to NOT value Ethereum and how to do it RIGHT

    FULL EPISODE https://youtu.be/RULO7SHpJcs DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk 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 SUPPORT ⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://donate.stripe.com/9B600k5Tscv... Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L… LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.... 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn 🎧 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 SOCIALS Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 / pascal-huegli

  4. Oct 5

    Ethereum Trades at 1,700x Fees. Is It the Biggest Bubble in Finance?

    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/LDuennes 10% off the report: https://www.majorkeycapital.com/ethereum/report?code=SIGNAL&utm_source=podcast&utm_medium=video&utm_campaign=pascal-oct26 SUPPORT⚡️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.

  5. Oct 2

    Is it time to fade macro?

    TBL & LNMS Collaboration MEMBERSHIPS Become a premium member on YouTube and Spotify for early access and bonus content. Join now! DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODE EPISODE In this episode, Johan Bergman and Pascal Hügli analyze the current Bitcoin market, macroeconomic factors, and the influence of options data, providing insights into potential future movements and macro trends. Follow Johan Bergman 👉https://x.com/johanmbergman SUPPORT ⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://buy.stripe.com/9B600k5Tscv33U... Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L.... LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.... 🎧 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/4jfhr4zn SOCIALS Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 / pascal-huegli CHAPTERS 00:00 Introduction and market overview 02:03 Bitcoin's resilience amid macro uncertainties 04:00 Market structure reset and leverage capitulation 06:48 Options market signals and October outlook 10:08 Analyzing Bitcoin's rally and return metrics 15:00 Technical indicators and macro environment 19:57 Options skew and market sentiment 24:53 Macro risks in Europe and global outlook 29:58 The role of macro data and yields 34:53 European macroeconomic tensions and debt issues 39:51 The macro environment and Bitcoin's future 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.

  6. Sep 27

    Equities Markets Are Historically Overpriced. Here’s What Comes Next.

    FULL EPISODE https://youtu.be/6X5gy_f-9es DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk CLIP Rising yields aren't the danger most investors think they are, according to Douglas Padgett. But that doesn't mean markets are safe. He explains why the macro backdrop remains supportive while the S&P sits historically above his fiscal-flow fair value. With September tax drains and fiscal seasonality approaching, Douglas explains why he'd rather raise cash than chase the market higher. SUPPORT ⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://donate.stripe.com/9B600k5Tscv... Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L… LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.... 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn 🎧 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 SOCIALS Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 / pascal-huegli

  7. Sep 24

    Bitcoin Just Flashed a Sell Signal. Why I’m Still Bullish.

    MEMBERSHIPS Become a premium member on YouTube and Spotify for early access and bonus content. Join now! DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk EPISODE Bitcoin is back in bullish territory. But there’s a problem: liquidity is turning down, the market is pricing more Fed hikes, and macro should theoretically be working against Bitcoin. So why is BTC still moving higher? In this update, I break down the key technical and on-chain signals suggesting Bitcoin’s bear market may be ending, the crucial $78K–$80K area to watch, continued ETF demand, and the surprising red signal coming from our liquidity model. We also look at the bigger macro question: are markets pricing too many rate hikes? If oil and inflation expectations reverse, those hikes could quickly get priced back out — potentially turning today’s macro headwind into Bitcoin’s next major tailwind. Could Bitcoin already be front-running the next liquidity shift? SUPPORT ⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://buy.stripe.com/9B600k5Tscv33U... Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L.... LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.... 🎧 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/4jfhr4zn SOCIALS Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 / pascal-huegli Chapters: 00:00 Introduction and Market Overview 02:08 Market Value to Realized Value and Bear Market Signals 04:20 Price Recalibration and Key Support Zones 06:34 Macro Headwinds and Liquidity Cycle Indicators 09:32 Historical Context of Rate Hikes and Bitcoin 11:16 Oil Prices, Geopolitics, and Market Impact 12:38 Geopolitical Risks and Market Strategies 13:55 Inflation Expectations and Yield Curve Dynamics 14:21 Interest Rate Expectations and Market Outlook 15:11 Closing Remarks and Future Developments 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.

  8. Sep 21

    You Can’t Have a Booming Economy AND Zero Rates

    FULL EPISODE https://youtu.be/6X5gy_f-9es DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk CLIP Trump wants lower rates and a booming economy. Douglas Padgett argues those goals fundamentally contradict each other. In this conversation, he explains why higher rates can actually add income to the economy, stimulate lending, and support growth rather than simply suppress it. He also makes the provocative case that today's higher-rate environment helped fuel the explosion in AI investment and innovation. SUPPORT ⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://donate.stripe.com/9B600k5Tscv... Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L… LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.... 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn 🎧 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 SOCIALS Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 / pascal-huegli

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Ratings & Reviews

5
out of 5
3 Ratings

About

Welcome to Less Noise, More Signal. In a world saturated with news, hype, and endless chatter, finding clarity can seem like searching for a needle in a haystack. I’ve taken on this challenge and made it my mission to cut through the noise by amplifying the signal. Who am I? I’m Pascal Hügli. With a background in political philosophy, a career in investment management, and a deep expertise in Bitcoin and digital assets, I’m here to explore the ideas and connections that others do not bother to see. It’s not just about finding the right answers; it’s about asking the right questions. In each episode, I interview the most insightful thinkers in their respective fields. Every guest contributes a vital piece to the puzzle, helping us form a clearer picture of the forces shaping our world of macro, finance, and money. Listen in as my guests and I tilt the balance from noise to signal, one podcast episode at a time. Ready to elevate your understanding? Let’s dive in.

Information

  • Creator
    Pascal
  • Years Active
    2024 - 2026
  • Episodes
    175
  • Rating
    Explicit
  • Copyright
    © Pascal
  • Show Website
    Less Noise, More Signal

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