You've all felt the frustration of trying to explain Bitcoin to family members and have them just not get it. But what if people not understanding bitcoin, seemingly one of its greatest weaknesses, is actually one of its greatest strengths? @BITVOLT, @peruvian_bull and @thekylehuber all made this a great discussion you've got to check out! https://t.co/GIDaeDHvZ1

Strive just added 382 Bitcoin at an average of $79,348. $30.3 million spent today, while the precious metals tape collapsed and Bitcoin tested support. Strive now holds 15,391 BTC. Vivek Ramaswamy's treasury vehicle bought directly into the 200-day rejection. This is the trade that does not advertise. While retail posts capitulation, the treasury companies stack on a yield-spike day. Same playbook MicroStrategy ran in 2020. Same playbook Metaplanet runs every Tuesday. Same playbook Saylor will run again before the STRC vote closes on June 8. The market is showing you, in real time, which assets sovereigns and corporates are stacking when the macro tape turns ugly. Gold lost $750 billion in 45 minutes. Strive bought $30 million of Bitcoin in the same window. Their accumulation strategy is not a secret. The holdings, the yield, the amplification ratio. They post the snapshot publicly. The treasury-company premium is the new sovereign reserve disclosure. If you wait for a press release telling you Bitcoin is safe, you will be paying retail to the people reading these snapshots. The dip is not a question. It is an audit.

Not your keys, not your coins" is the loudest slogan in Bitcoin. So why do most new bitcoiners ignore it? Tonight at 7 PM ET, we're going live with @BITVOLT from Simply Bitcoin, @peruvian_bull, and several Bitcoin Wellians to figure out what's actually going on. Why custodial wins for first-time buyers. What we're getting wrong as educators. And what would actually move the needle. Tune in: https://t.co/UgzFH5Mubs

Going live in 10 minutes! What's the insurance policy on your Bitcoin? If your answer is "I have my seed phrase backed up," this Lunch and Learn is for you. Bitcoin Well Infinite hosts Becca Rubenfeld and Rob Hamilton from AnchorWatch unpacking custody coverage, mining policies, and the risk vectors most holders haven't named yet. Open Q&A at the end. Register:

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Bitcoin Well Infinite: Lunch and Learn – Why Insurance Matters for Bitcoin w/ Becca Rubenfeld and Rob Hamilton

A monthly lunch and learn session to equip you with the bitcoin blueprint for your family, business, or organization. This session we will be tackl...

Happy Victoria Day. The holiday honours a monarch whose government once seized the property of dissenters by royal prerogative. Two centuries later, Canadians watched the same move performed by Order in Council. No charges. No court. No keys returned. Bitcoin Well exists because Canadians remember 2022. Hold your own keys.

Tether bought 154 tons of gold this quarter. Mubadala bought another $90 million of IBIT. Sovereigns and stablecoin issuers are stacking the same hedge with different wrappers. The conditions that created Bitcoin are gone forever. A pseudonymous creator. A fair launch. A window when nobody knew what it was worth. That window closed in 2009. You cannot manufacture a fair launch once everyone knows what one is worth.

Made "Bitcoin buying" a skill in Tomodachi Life. Gramma Annie is now the best stacker on the entire island and she'll let you know about it. Respect.

Hal Finney was diagnosed with ALS in 2009. He kept running a Bitcoin node from a wheelchair until 2014. He communicated with eye-tracking software in the final years. He never delegated his keys. Most "Bitcoiners" today won't check their own UTXOs. Hal chose sovereignty regardless of the struggle. Will you?

Bitcoin's proof-of-work is not Satoshi's invention. In 1997, Adam Back published a paper called hashcash. The proposal was a tiny computational cost attached to every email, just expensive enough to slow down spam without hurting legitimate users. The cost was a SHA-256 hash with leading zeros. The cryptographic primitive at the heart of Bitcoin mining. Adam wrote the paper, shipped the C code, and watched it get adopted by anti-spam projects, ignored by the mainstream, and then cited by reference [6] of the Bitcoin whitepaper eleven years later. Satoshi did not invent proof-of-work. Satoshi noticed that a 1997 anti-spam tool could be repurposed to run a money supply. This is what intellectual lineage looks like in the cypherpunk tradition. Wei Dai wrote b-money. Nick Szabo wrote bit gold. Hal Finney ran the first node from a wheelchair. Adam Back contributed the computational engine. None of them saw the full thing. All of them built the parts. You can buy Bitcoin without knowing any of this. You will hold it longer if you do.

A $300 billion sovereign wealth fund just added two million more shares of BlackRock's Bitcoin ETF. Mubadala Investment Company, owned by the government of Abu Dhabi, now holds 14,721,917 shares of $IBIT worth $565.6 million. That position is 16% bigger than it was three months ago. They added 2,019,594 shares in a single quarter while Bitcoin chopped sideways between $74K and $86K. This is what sovereign adoption actually looks like. Not a tweet. Not a press release. A 13F filing dropped at 4 PM on a Friday and lit up the news desk on the way out the door. The Emirates already control 9.7 million ounces of gold reserves. They are now stacking Bitcoin through BlackRock the same way every retirement plan in America does. Through a ticker. Through an intermediary. Through a wrapper. The asset is the same. The custody is not. A sovereign that wires money to BlackRock and gets back a share certificate is still trusting the custodian. The Abu Dhabi treasury did not run a node this quarter. It funded one through a fee schedule. A nation can own Bitcoin without holding Bitcoin. You do not have to.

Bitcoin fell 47% from its October high. Spot ETFs sold 7% of what they held. The cycle isn't dead. Its engine changed. Here's what replaced the halving ↓

Have fun watching rivalry weekend. Just don’t forget about the rivalry that matters most 😉 BTC: +60% (5Y) USD: -18.6% (5Y)

Roberto Rios @peruvian_bull on last night's Space: "Tether is purchasing as much gold as they can get their hands on. 154 metric tons. $23 billion. That puts them right behind Brazil as a gold holder. If that isn't a signal, I don't know what is." A stablecoin issuer is now ranked with central banks. The entity supposed to hedge dollar liabilities with T-bills is quietly building a gold reserve the size of a G20 sovereign. Tether sees what the bond market is telling everyone else. Full Space recording with @SimonDixonTwitt and @infraa_ https://t.co/bLDLHa3pWM

The yen has lost nearly a third of its purchasing power in five years. The dollar has lost a fifth of its real value in the same window. One currency anchors the world's reserve system. The other anchors the world's second-largest bond market. Both are bleeding. Today at 4 PM ET, @peruvian_bull and @infraa_ join us live on X. Macro, gold, yen, and Bitcoin. Set a reminder: https://t.co/7PaO8OpxnI

The Bitcoin Magic Trick: How to Use Your Keys Without Touching the Internet

JPMorgan Chase grew its BlackRock IBIT holdings from 3 million to 8.3 million shares in Q1 2026. That is a 174% increase in a single quarter. They did it while Bitcoin's price was down 22%. The bank that spent five straight years calling Bitcoin worthless, a fraud, a Ponzi scheme, a tulip mania, and a money laundering vehicle is now sitting on the largest concentrated IBIT position any commercial bank has ever filed. Jamie Dimon told you Bitcoin was a fraud in 2017. He told you it had no intrinsic value in 2019. He told you he would shut it down if he were the government in 2023. JPMorgan's Q1 2026 13F filing says JPMorgan bought 174% more of it. There is no philosophical contradiction here. JPMorgan just figured out how to clip a basis point off the institutional flow into BlackRock's wrapper, and the decade of public denial became a decade of private accumulation strategy. This is what reflexivity looks like in slow motion. The firms that told you to wait are now charging you for access. You never needed their approval. You just need your own wallet.

A ribeye costs $37.99 a pound today. In 2020, the same ribeye, same store, was $19.99. Parker Lewis has been tracking this one specific cut at this one specific store for six years. The methodology is the point. The number is up 90% cumulative. Eleven percent compounded annually. Seventeen percent annualized since October. The Fed told you inflation was transitory. The Fed told you it peaked in 2022. The Fed told you the print was cooling. The ribeye does not consult the Fed. The ribeye consults the price the supplier charges, which consults the cost of feed, which consults the cost of fuel, which consults the dollar. Six percent PPI yesterday means the producer is still bleeding. Ninety percent cumulative ribeye means the bleed has been flowing to checkout since 2020. The 3.8% CPI you read yesterday is the number the government is comfortable publishing. Parker's grocery receipt is the number the supply chain actually quoted. Bitcoin currently issues 0.83% new supply per year, and falling. The ribeye is averaging 11% per year. The Bitcoin is averaging 40%.

Kevin Warsh just got confirmed as Federal Reserve Chair. Warsh is the only Fed Chair in history publicly on record naming Bitcoin as a legitimate monetary alternative. His 2024 Group of Thirty speech called gold and Bitcoin "neutral reserve assets" while Powell was still calling Bitcoin a "speculative store of value." Powell took eight years to acknowledge what Warsh is starting Day 1 already saying out loud. He inherits a 3.8% CPI print, a 6.0% PPI print thirty hours old, and a $37 trillion debt load. The first thing on his new desk is a producer-price chart confirming the inflation everyone called "transitory" three years ago compounded into 90% real-world ribeye inflation since 2020. Parker Lewis dropped that print yesterday. The thing that changed today is not what the Fed will do. It is whether the Fed still gets to decide what money is all. Strategy holds 818,869 BTC. Metaplanet is up 1,000% in Bitcoin terms. Morgan Stanley is now selling 2-4% Bitcoin allocations to $9 trillion in client assets. The Fed Chair used to be the only bidder. Now he is one of many.

Price Volatility is Noise, Growth is Signal: Q1 2026 Results

The April PPI just printed 6.0% year-over-year. That's the hottest producer inflation since March 2022. Monthly PPI jumped 1.4%, nearly three times the 0.5% forecast. Core PPI hit 5.2%. The rate-cut trade Kevin Warsh inherited yesterday died this morning before he poured his first coffee. Watch the language. CPI at 3.8% is what you pay at the store. PPI at 6.0% is what the store pays the producer. The 2.2% gap is the margin compression that hasn't hit you yet. It will. It always does. Producer prices lead consumer prices by about six months, and right now the producer is bleeding. The thirty-year rule the Fed told you to trust says PPI prints near 2% in a healthy economy. Six percent is what we got after a year of supposedly cooling inflation, while energy is up 65% in six months and the world's largest oil chokepoint is still contested. Bitcoin issues 0.83% new supply per year. That number is locked in code, not in a press conference. You can save in a unit that prints 6% to its producers, or you can save in a unit that prints 0.83% to nobody. The math chooses itself.