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State of #Bitcoin and Macro Insights podcasts | Green Candle investments newsletter | host of weekly spaces #SpacesHost
Square has switched Bitcoin payments on for millions of US businesses at zero processing fees. Card networks charge those same shops 2 to 3% on every sale. What happens to a fee model when the alternative charges nothing? image
Russia's largest bank has started settling international trade payments in Bitcoin. Minutes instead of days, at an average cost of 0.3%. A bank wire costs several times that and takes a week. Sanction a country hard enough and it finds the exit. image
The biggest mistake investors make is waiting for permission from the crowd. By the time everyone agrees Bitcoin is obvious, the easy part is gone.
The dollar system rewards debt, leverage, and short-term thinking. Bitcoin rewards patience. That’s why most people won’t understand it until they need it.
Everyone wants “financial freedom” until they realize it requires thinking differently than 99% of people. Bitcoin is the test.
Bitcoin doesn’t need a bailout, it doesn’t need a committee, and it doesn’t need a central bank press conference. It just keeps producing blocks.
Global financial assets total roughly $333 trillion. Moving 2% of that into Bitcoin would be $6.6 trillion arriving into an asset currently worth $1.6 trillion. There is no version of that maths where the price stays where it is.
About 4% of the world's population owns any Bitcoin at all. Every argument about being late assumes the other 96% never show up. image
Japanese listed companies now hold roughly 49,000 Bitcoin between them. Metaplanet alone has 43,000 and rose 10% today. Nexon, Remixpoint and ANAP hold the rest. A country famous for cash under the mattress is buying the hardest money there is. image
River modelled Bitcoin at $250,000 to $840,000 within three to five years. Their assumption is simple: 20 to 40% of the world's portfolios eventually put 2 to 4% into Bitcoin. What happens when everyone follows advice Wall Street already gave them? image
Most people don’t think about money until money starts thinking for them. Rent goes up, groceries shrink, insurance doubles, the “safe” savings account suddenly feels like a trap. Bitcoin is weird at first because it forces the question early: What am I actually storing my
The scary part isn’t that Bitcoin is volatile, it's that your dollars are “stable” while quietly losing purchasing power every year. One asset shows you the chaos upfront. The other hides it until your grocery bill explains it.
Mexican billionaire Ricardo Salinas told people to buy Bitcoin to protect themselves from currency debasement. His line: when governments create money at will, they steal the time you sacrificed to earn it. image
Lyn Alden says Bitcoin is showing strong signs of bottoming and that the fast money is already out. She is bullish on the next two to three years, and she is one of the few people in macro who has never oversold anything. image
Binance's Bitcoin reserves have climbed to about 687,000 coins, the highest all year and up from 617,000 in April. Coins move onto exchanges when somebody plans to sell them. Worth watching rather than ignoring. image
El Salvador now holds nearly 8,000 Bitcoin and has spent over $600 million buying it. A country with six million people has been quietly stacking through the entire drawdown. Which government moves next? image
Strategy's CEO told Bloomberg they will keep buying at $80,000, at $90,000, at $100,000 and at $130,000. His words: no plans to sell. image
Brent crude is above $96, roughly a $30 premium to where it traded this time last year. Energy is the input to everything, and it is repricing while the Fed argues about whether inflation is beaten. One of those two is data.
Bitcoin closed August up 25%, its best month since November 2024. It has given back about 5% in the first two days of September. Nobody who bought at $62,000 three weeks ago is complaining. image
The SEC has proposed the first overhaul of transfer agent rules in forty years, which would let a company's share register live on a public blockchain. That is legal ownership of stock, recorded on the same kind of rails everyone spent a decade calling a toy.