Happy 5th of July

My new best friend

Every industry should stop paying livable wages and tell the end users of their product that they have a better chance of getting products or good services if they tip. A tip from the end user, goes twice as far.

New work flow, ask questions, get explanations, make a cartoon to cement it into memory What you’re seeing is a classic case of long-end yields rising even as the central bank eases—and it usually means the market is sniffing out something ugly underneath the surface. Here’s the breakdown, keeping it snarky but clear: ⸻ 🧠 Smart Money’s Telling You: “We Don’t Buy It” • The Bank of England might be cutting because of softening short-term economic indicators (like inflation falling, stagnating GDP, or job softness). • But that doesn’t mean long-term investors are convinced things are getting better. In fact, they might believe: • Inflation will return (e.g., due to fiscal excess, wage pressure, supply-side issues) • The central bank is behind the curve or losing credibility • Cuts today = stimulus that stokes inflation later ⸻ 📈 Why Are 30-Year Gilt Yields Spiking? (As shown in the chart, up 20bps+ in a day—yikes.) 1. Loss of confidence in monetary control Investors may believe the BoE’s cut is premature and will reignite inflation, pushing long-term rates higher to compensate. 2. Fiscal dominance / debt concerns Britain’s borrowing binge isn’t a secret. If rate cuts are perceived as enabling government spending (or monetizing debt), long-term bonds sell off. 3. Reflation trades are back on Central bank cuts often front-run a reflation narrative. Markets could be pricing in looser policy that triggers long-term inflation. 4. Foreign investors stepping back If overseas buyers of gilts are spooked by the trajectory of UK policy, they demand higher yields or dump bonds entirely. ⸻ 🧮 Basic Math Check: If central banks cut rates and your long-term bond goes down, it’s not a victory dance—it’s a red flag that the future looks worse, not better. ⸻ 🧢 TL;DR Tweetable Thought: BoE cuts, but 30Y yields spike. Translation? The bond market just gave the central bank a side-eye and said, “you’re gonna print, aren’t you?” ⸻ Let me know if you want a chart cartoon version of this, with your FF2K emoji running from a gilt yield curve explosion like it’s radioactive.

Coming to the realization that every dollar you decide to hold is short Bitcoin (the best performing asset of the last 15 years) is a tough pill to swallow.

“You don’t need a PhD to figure out that you should convert your dollars to Bitcoin” FF2K😊

Nobody gives a fuck about you or your mom, so take self custody.. #Bitcoin 🍿

I have a very productive employee, twice as productive as others that work for me. In fact we came up with a slogan 10% of your workforce does 90% of the work 100% of the time. It’s the truth, most people just do enough where others love getting shit actually done. Anyway, this particular employee is no idiot, he sees how productive he is and asks me for a significant raise, I’m no idiot , I know he is worth it. Anyway moral of the story, he got a 15k bonus this month, he stacked every fucking penny. Thats the type of bitcoining that brings tears to my eyes. Kid has 3 kids he home schools to boot.

Hanging out with my youngest girl on the best summer night of 2025 counting my lucky stars. Soak it up boys and girls life goes too fast.

Gone fishing

I had a thought, Imagine if I was electable?😛

Would you go to a local pub that advertised “Weiner Wednesday, free Hot dog with every pint”

Title: Why Everyone Loves Publicly Traded Bitcoin Treasury Companies (Except Maybe Warren Buffett) In today’s economic circus, one act that’s got the crowd roaring is the public company that “boldly” buys Bitcoin for its treasury. Suddenly, everyone’s a fan—from boomer shareholders to underperforming CEOs with yachts to finance. Let’s break down the fan club: ⸻ 1. The Existing Shareholder (a.k.a. “Number Go Up” Grandpa) You’ve been sitting on a company that hasn’t innovated since fax machines were hot, but now—thanks to a Bitcoin treasury move—your equity is mooning. Why? Because the company just swapped boring old dollars (a melting ice cube) for a digital rock with a supply cap. You didn’t do anything except own the stock yesterday, and now CNBC is talking about “digital transformation.” You feel smart. You’re not. But you feel it. That’s what counts. ⸻ 2. The Stuck Investor With Basic Econ Knowledge These are the folks who’ve been watching their bags bleed for years, but finally they get to say something other than “It’ll bounce back.” Suddenly, they remember supply and demand from Econ 101. “Only 21 million coins,” they whisper while sipping Monster Energy in their Reddit thread. They couldn’t tell you the difference between a hash and a halving, but hey—if Bitcoin is on the balance sheet, then this has to be bullish, right? Right?! ⸻ 3. The OG Bitcoiner (Patient Zero of Smugness) He’s been stacking sats since the Mt. Gox era and now—sweet vindication. “Welcome aboard,” he says to the suit-and-tie crowd while silently hoping their corporate compliance team loses the private keys. Every new treasury buy feels like a fresh pump to his portfolio. He acts unimpressed, but he’s already pricing out a second Citadel on the side of a volcano. ⸻ 4. The Non-Performing Executive (a.k.a. The Real Winner) Here’s the sneakiest fan of them all. This guy’s been burning through OPEX like it’s Monopoly money. His idea of innovation was switching from Coke to Diet Coke in the office fridge. Profits? What are those? But now—he’s a “visionary.” He bought Bitcoin with company cash, watched the stock rally, and now gets to talk at conferences with words like “macro strategy” and “hedge against inflation” while collecting a bonus. This is the corporate version of a Hail Mary, but hey—it worked. ⸻ In Conclusion: Bitcoin treasury companies are like reality TV: they don’t need to make sense, they just need to be entertaining. And for now, every stakeholder—ignorant, opportunistic, or genuinely orange-pilled—is here for the ride. So sit back, enjoy the pump, and remember: when the executives start tweeting laser eyes, we’re either at the start of something big… or the top. Probably both. Have a great day FF2K

What’s the difference between a shitcoiner and a bitcoin treasury shiller?

Name the Dave

I’d love to see the clowns who gave Pomp A billion dollars to buy Bitcoin take it in the shitter 😊

I wish profit generating companies would take on Bitcoin treasury

Do you think this guy hid his private keys in that floating barrel and tagged it with B so his heirs would figure it out after his passing? Be cool

Only thing AI got wrong was the color of my wife’s hair #Bitcoin 🍿