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Sean Bill

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@macrocrunch

Free Minds. Free Markets. Free Societies.
California, USA macrocrunch.substack.com Joined June 2011
517 Following 2.9K Followers 708 Posts

Latest posts 5

Sean Bill Verified account @macrocrunch
The FIAT circus continues…
HODL #Bitcoin and #Gold
The Kobeissi Letter @KobeissiLetter 1d
BREAKING: US M2 money supply jumped +$113 billion in August, to a record $23.41 trillion.

YoY, M2 grew +5.7%, its largest YoY increase since May 2022.

This also marks the 3rd consecutive month of accelerating growth.

So far in 2026, M2 has risen by an average of +$136 billion per month.

This is 89% above the average monthly growth of +$72 billion recorded throughout 2025.

US money creation is gaining momentum.
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Sean Bill Verified account @macrocrunch
Solid insights and analysis from @realseanhagan on volatility adjusted price forecast for #Bitcoin
Sean Hagan, MBA Verified account @realseanhagan 2d
The past 2 $BTC cycles saw draw downs around 1.8σ followed by up trends around 4σ.

We saw yet another drawdown of roughly 1.73σ this time.

Has the pattern held since the bottom?
What does this imply about the future?
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Sean Bill Verified account @macrocrunch
Everyone has a career arc, there are times when your skills are suited for certain task and we all evolve as we gain experience and access to new tools. I am highly confident that Ai will drive gains in productivity that will lead to improved living standards for all humanity.
Scott Verified account @scottstts Sep 25
My god this is such a good speech that every SWE needs to hear. You know what? Every person should hear it

Keep the happy memories, eyes on the reality, be excited about the future. That’s the best that anyone can do
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Sean Bill Verified account @macrocrunch
Looking forward to another great event with @Yield_Summit in Singapore. I will be in town to meet with Institutional and Sovereign investors to discuss how #Bitcoin + strategies fit into a long-term portfolio. #BTC @adam3us @bstrco @Blockstream
Digital Asset Yield Summit Verified account @Yield_Summit Sep 18
A big addition to the DAYS Singapore line-up! We’re excited to welcome Sean Bill (@macrocrunch), Co-Founder and Chief Investment Officer at Bitcoin Standard Treasury Company (@bstrco), as a speaker.

Bitcoin Standard Treasury Company is an innovative, pure-play bitcoin treasury that was formed to maximize bitcoin ownership per share and to accelerate real-world Bitcoin adoption in institutional finance. The winner of Hedgeweek US Awards 2022 and 2023 for Best Multi-Strategy Credit Hedge Fund at Prime Meridian, before the Bitcoin Standard Treasury Company, Sean was the Chief Investment Officer at Blockstream, a leading Bitcoin infrastructure and technology service provider that established one of the first Bitcoin treasuries in 2014.

Catch Sean on the stage on October 6

Digital Asset Yield Summit is where private capital explores onchain yield: a tightly curated room of 300 institutional allocators and asset managers. Applications are still open:

🔗 Request an Invite → daysevent.com/singapore#pass…
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