Gm😊☕

Gm☕😊

GM ☀️ NOSTR FOLKS HOPE YOUR WELL ON THIS WEDNESDAY 🫡 LOVE YOU ALL 💜 STAY FREE 🏴 - (PIC) DANDELION THAT THE RAIN LEFT EMPTY. 📸

Just like honey 📷 2023 *never published before #photography #architecture #minimalism #artwork #artstr #photostr

Good morning Maria. ☕️ We are trying sweet potatoes again this year, I finally ordered slips to a breed that supposedly will survive here so hopefully we’ll actually get some this year. Hope you have a great day. 🌞

Gm😊☕

Gm☕😊

scrolling X on the damus account feels like scrolling linkedin. such a strange feeling when twitter used to be home. It’s equally strange seeing most of my IRL bitcoiner friends still on there. Most bitcoin core devs post there, even though there is a libsecp256k1-secured network right here with mostly bitcoiners!? Network effects are *immense*. hats off to the people who took the leap regardless and are still here. Ya’ll are the real ones.

Gm Nicole, have fun and safe travels😊☕. I'm drinking some Holler Roast too.

Bitcoin shiny! キラキラ

Obviously those senators like their job.

Gm☕😊

Here is a visualization of our explanation that shows estimated absolute search interest rather than the relative search interest shown by Google Trends https://x.com/River/status/1878878807043805377

{"content":"This timeline is ridiculous\n this obscure, niche protocol has emerged as a powerhouse.\n\nIts not perfect, but thats actually what makes it kinda perfect.\nYeah we got some things to work out. Block template centralization, op return stuff. 2106 bug just to name a few \n\nBut take a minute, and realize the amount of progress we have made in such a short time.\n\nYeah NGU is cool, but whats cooler is seeing the world start to realize they cant ignore us anymore, not even us, they cant ignore bitcoin anymore.\n\n(Seeing jp morgan put out a memo\/ statement about hashrate and hashprice)\n\n","kind":1,"created_at":1747791637,"pubkey":"3c559080f647074a638e9cc6d4c487a06bfab810402aab9a6794fb49a053153e","id":"d8c9ddd1673f31eb25e42c9e346da814ca8ab5706cf53e284b822f5c54af7ba8","tags":[],"sig":"a0c241f6e89937408117b79c0e5ada8fda59fc501f5b3971dccbd0a480d6ed62e407038d9d2a37c52735706e68824a35745518d932b12a1428b814f96a51152c"}

{"id":"d8c9ddd1673f31eb25e42c9e346da814ca8ab5706cf53e284b822f5c54af7ba8","sig":"a0c241f6e89937408117b79c0e5ada8fda59fc501f5b3971dccbd0a480d6ed62e407038d9d2a37c52735706e68824a35745518d932b12a1428b814f96a51152c","tags":[],"kind":1,"created_at":1747791637,"content":"This timeline is ridiculous\n this obscure, niche protocol has emerged as a powerhouse.\n\nIts not perfect, but thats actually what makes it kinda perfect.\nYeah we got some things to work out. Block template centralization, op return stuff. 2106 bug just to name a few \n\nBut take a minute, and realize the amount of progress we have made in such a short time.\n\nYeah NGU is cool, but whats cooler is seeing the world start to realize they cant ignore us anymore, not even us, they cant ignore bitcoin anymore.\n\n(Seeing jp morgan put out a memo\/ statement about hashrate and hashprice)\n\n","pubkey":"3c559080f647074a638e9cc6d4c487a06bfab810402aab9a6794fb49a053153e"}

Reminder, it's never bad to take a little profit. #bitcoin

Why Is Crypto Up Today? – May 21, 2025 - The rally shows no signs of slowing down.While overall market cap saw a slight 0.6... - https://cryptonews.com/news/why-is-crypto-up-today-may-21-2025/ #cryptocurrency #bitcoinnews #bitcoin #market #news

Google trends search interest is a commonly misunderstood metric. It measures interest relative to all google searches in a given time period or area. So if the population of country A is searching 1 billion times a day but only 5 million searches are about bitcoin, then it'll score way lower in search interest than country B, where the population is searching 100 million times a day and 1 million searches are about bitcoin. And yet, the total number of people searching is 5x higher in country A than B. With that said, the 80 million users number we previously published was a conservative lower bound, before more extensive studies were done. Our upper bound went to 130 million at the time.

Whoever created Bitcoin was a virtuous person. Whether they were a part of the government or not.

{"id":"378df9aa5d34027c4ae84eadb1ac8dff41e9a1a7a5d95b63fb19f93ce1bc7106","pubkey":"71c63cb8a42663fff6b71d39cbf8462df3a071436d297718b85908178e401568","created_at":1747644845,"kind":1,"tags":[],"content":"I hate my corporate 9-5 job \n\nBut is pays the bills and funds my Bitcoin stack \n\nSure I can quit and go live another life. But the reality is I won’t be able to stack as hard as I’m currently doing \n\nThat’s the opportunity cost I’m not willing to take","sig":"b140813849d872a920081787a8724e8e648d35a1998f893afd1f6bdecb821f5203d080760945a85eeabc66d9a346eb7146f35c6aa8f794167c55028f985f0351"}

Great News DIYers: Home Depot CFO Reveals No Tariff Price Hikes Great News DIYers: Home Depot CFO Reveals No Tariff Price Hikes  Great news for DIYers and contractors alike: Home Depot CFO Richard McPhail told https://www.cnbc.com/2025/05/20/home-depot-hd-q1-2025-earnings.html this morning that the retailer has no plans to raise prices despite tariffs. This puts Home Depot at odds with Walmart, which is set to hike prices later this month. While Home Depot reaffirmed its full-year sales outlook, it delivered mixed results for the first quarter. "Because of our scale, the great partnerships we have with our suppliers and productivity that we continue to drive in our business, we intend to generally maintain our current pricing levels across our portfolio," CFO McPhail told CNBC in an interview.  McPhail said that more than half of what is on store shelves nationwide comes from suppliers in the U.S. He said the retailer has been pushing to diversify sourcing in recent years. He said by this time next year, not a single country will have 10% of its purchases.  The CFO's comments offer weekend warriors—installing gardens, building chicken coops, and catching up on yard work—a big sigh of relief this spring as the summer season approaches in the Northern Hemisphere. Home Depot's pricing strategy https://www.zerohedge.com/markets/walmart-delivers-solid-earnings-warns-imminent-price-hikes , which announced last week that the tariff war threatens its low-price model.  Walmart CFO John David Rainey warned that price hikes were imminent: "If you've not already seen it, it will happen in May and then it will become more pronounced." On the earnings front, Home Depot forecasts 2.8% total sales growth and 1% comparable sales growth for the year, assuming current tariff levels remain in place (30% on Chinese goods, 10% on others). The outlook, which came in better than feared (according to several Wall Street analysts), suggests consumer spending remains resilient, even as https://www.zerohedge.com/personal-finance/umich-sentiment-collapses-near-45-year-record-lows-democrats-inflation-dissonance survey respondents, particularly among Democrats, continue to express incoming apocalyptic inflation. First-quarter earnings missed Wall Street expectations for the first time since May 2020, though sales beat estimates. Here's what Home Depot reported via Goldman analyst Kate McShane's first take: HD reported adj. 1Q25 EPS of $3.56, below the GS estimate of $3.60 and consensus (Refinitiv) of $3.59. Net sales increased 9.4% y/y to $39.9bn (vs. GS/consensus of $39.1bn/$39.3bn) as comparable sales decreased -0.3% y/y, consistent with the GS estimate of -0.3% and below consensus of -0.1%. Foreign exchange rates negatively impacted total company comparable sales by ~70 bps. During the quarter, HD experienced increases in both average ticket (+0.03% y/y) decelerating from +0.3% in 4Q, and transactions (+2.1% y/y) decelerating from +7.6% in Q4. Comparable sales in the U.S. increased +0.2% y/y. HD's operating margin decreased -86 bps y/y to 13.2% (vs. GS/consensus of 13.5%/13.4%) as gross margin decreased -37 bps y/y to 33.8% while total operating expenses as a % of sales increased +49 bps y/y to 20.5%. Management reaffirmed their FY25 guidance including sales growth of approximately 2.8% (vs. consensus of +2.9%), a 1.0% increase in comparable sales (vs. consensus of +1.1%), gross margin of 33.4% (vs. consensus of 33.4%), adj. operating margin of 13.4% (vs. consensus of 13.3%), and adj. EPS growth of approximately -2.0% (vs. consensus of +0.0%). HD also plans to open ~13 new stores and expect for capital expenditures to be approximately 2.5% of total sales. Analysis Average ticket increased slightly +0.03% y/y to $90.71 from $90.68 in the prior year, while total customer transactions increased +2.1% y/y (decelerating from +7.6% in 4Q). Management noted that they saw better engagement in smaller projects and their Spring events. Gross margin decreased -37 bps y/y to 33.8%, slightly below GS/consensus estimates of 33.9%. Total operating expenses increased +12.1% y/y to $8.2bn, while total operating expenses as a % of sales increased +49 bps y/y to 20.5%. Adjusted operating margin decreased -86 bps y/y to 13.2%, below the GS/consensus estimates of 13.5%/13.4%, and adjusted operating profit of $5.3bn compares to $5.1bn in the prior year (+2.7%). Inventory increased +14.9% y/y (vs. +11.8% in 4Q) which we note compares to the sales increase of 9.4%. The company's payable ratio of 57.0% increased from 56.0% in the prior year. Here are Home Depot's actual 1Q25 results versus estimates via Goldman. https://cms.zerohedge.com/s3/files/inline-images/2025-05-20_08-38-43.png?itok=N7fIkl2S McShane maintained a "Buy" rating on the home improvement retailer and a 12-month price target of $394. https://cms.zerohedge.com/s3/files/inline-images/2025-05-20_08-47-23.png?itok=CwakXzN3 Additional commentary from Wall Street (list courtesy of Bloomberg): TD Cowen (buy), Max Rakhlenko "Key positives included better-than-feared 1Q comps at (0.3%) which were only slightly below Street, and management reiterated the FY guide," Rakhlenko writes in a note That said, adjusted EPS missed both consensus estimate, and his projection, due to lower EBIT margin, with misses in both gross margin and SG&A Key topics on call will include tariffs/HD's ability to navigate supply chains and pass through price increases, housing dynamics, Pro/Big Ticket engagement, near-term trends Vital Knowledge, Adam Crisafulli This HD report falls into the 'better than feared' bucket based on the decent U.S. comp number and reaffirmed guidance," writes Crisafulli in a note Stifel (hold), W. Andrew Carter Carter views the 1Q report as "neutral," noting that guidance requires an "acceleration in comparable sales growth" for the rest of the year, though he's seeing "signs of resilience and potential strength for home improvement" Says commentary on the conference call will be "key for adding context around the Liberation Day shock" Expects "muted overall response" for the stock and looks for commentary on call to gain "comfort" in the reiterated guidance Truist (buy), Scot Ciccarelli "1Q appears to be a middle of the fairway shot for Home Depot, despite a weather-impacted February, constantly changing rhetoric out of DC and stubbornly-high mortgage rates," Ciccarelli writes in a note U.S. comparable sales were "just below" his estimate, but "just above" most recent competitor revisions HD's lack of comments on tariffs seems to suggest that management views the "ultimate impact as neutral-ish" and that they are focused on how the core business is trending now; expects "plenty of questions" on tariffs during the call Still need to see how steep the future growth curve will be, but positives include HD's 2nd straight positive U.S. comp., Truist credit card data suggests that sales accelerated as weather improved, SRS acquisition will "incrementally benefit" comp. sales by mid-2Q, and Cicarelli expects further sales/earnings gains as the year progresses Citi (buy), Steven Zaccone Expects results to be viewed "favorably" and says HD's results/guidance put "greater focus" on Lowe's earnings report Wednesday, where expectations are lower for comp. sales results/guidance change and tariffs may be more challenging to manage given smaller scale Key topics for call will be: details on comparable sales cadence; ticket vs. transaction contribution to comps for the rest of the year; expected gross margin puts/takes from tariff impact and subsequent price increases; SRS performance; demand elasticity for Pro vs. DIY consumers Bloomberg Intelligence, Drew Reading "Reaffirmed full-year guidance and indication that it's well- positioned to navigate tariffs reflect an increasingly diversified supply chain," Reading writes Within 12 months, HD expects that no country will account for more than 10% of its sourcing Challenges include a weak housing market and an "increasingly cautious" consumer who is putting off big-ticket discretionary projects The takeaway: As Walmart's low-price model comes under pressure, consumers will likely catch on to the shift—and increasingly turn to Home Depot for their DIY needs, especially with stable pricing and strong product availability with its supply chain mainly sourced from the U.S. and diversified worldwide.  https://cms.zerohedge.com/users/tyler-durden Wed, 05/21/2025 - 07:45 https://www.zerohedge.com/markets/great-news-diyers-home-depot-cfo-reveals-no-tariff-price-hikes

adversarial ad bots. most compute wins. the game is on.

GM #nostr

GM

If I’m being honest things fell apart much faster than I ever thought they could. And I suppose that’s the point. No one ever realizes what they’re doing until it’s too late. We were told it was progress/liberation to give up control, tradition and responsibility. But it wasn’t. It was collapse dressed up in nice language. Not just the economy. Everything. The culture got weird. The family broke down. The future stopped making sense. It didn’t happen all at once it just slipped, little by little, until one day you looked around and didn’t recognize the world anymore. The globalists rejoice knowing they have us whipped. Hooked on cheap dopamine and debt, too busy fighting each other to notice who is pulling the strings. It’s over. Our beautiful world is shattered and people are too apathetic to mount a resistance. The funny thing is they never saw bitcoin coming. Think of bitcoin less as a monetary network and more as a civilizational scaffolding. Because bitcoin reestablishes the sacred. At the heart of any durable culture is something sacred, something untouchable, beyond negotiation. Enter the truth machine. Incorruptible, It cannot be printed, manipulated, or compromised by state power. Bitcoin creates autonomy in the place of learned helplessness. It realigns masculinity with virtue. It rebuilds community from first principles via shared belief. Bitcoin doesn’t just preserve wealth, it preserves meaning. So did things fall apart? Absolutely. But we will build them back with an even stronger foundation. It’s our purpose in this life. Our destiny.