Which popular Bitcoin influencer are you most disappointed with this cycle? Who has been the biggest fail? IMO anyone associated with NAKA, ASST, CEP, etc…

My basement/workshop is screaming me time.

I’m going to be a grandfather, my daughter is going to have a son. Life is grand, very grateful

Try to get this regenerated into a traditional single point triangular pennant is impossible.

MSTR still trades at a premium to its Bitcoin bags. 🤡 The “free market” is wrong until these treasury stonks get discounted below NAV. And Saylor would agree—that’s the real flywheel: once the market prices MSTR under 1, it proves Bitcoin > stonks holding Bitcoin. That’s when the perpetual motion kicks in. 🟧

Good morning fine day to play ⛳️

Good morning all, let this be a stressless productive week on multiple fronts. Thank you for your attention this morning.

When do we get back to Bitcoin? It’s the greatest software achievement of our lives—freedom money for anyone worth their weight in salt. Yet too many sold out to Wall Street for convenience. I was 46 when I first bought Bitcoin for all the wrong reasons, and nearly 50 before I realized why custody matters. Disappointed how few today take that responsibility for themselves and their legacy.

Just posted this on Twitter, so disappointed When do we get back to Bitcoin? It’s the greatest piece of software ever written — freedom money, available to anyone with a spine. And yet here we are, watching people sell out to Wall Street in the name of “security” for themselves and their families. Same tired story, same old betrayal. Some of you were never in it for sovereignty, just for comfort.

I’m only here for the revolution, not because I want to get rich, not because I’m an anarchist but because I’m a realist and see how the individual is losing power over his own choices, time, and money. Every system around us—financial, political, even cultural—is designed to make us dependent, distracted, and compliant. I’m here because I refuse to watch freedom erode quietly. I’m here to reclaim sovereignty, one action at a time. Fuck these Treasury shills and understand their agenda and everyone who shills it

I don’t think we get a self sovereign individual narrative shift unless the Bitcoin Treasury shills take it in the ass before we moon.

Everyone is a Shill Step onto Twitter (or whatever it’s called this week), and you’ll quickly realize the same thing Nakamoto once hinted at: everyone is running their own hustle. Only now it’s not just scams—it’s shills. Every single person posting has an angle. They’re not there for you, they’re there for themselves. ⸻ The Nature of Shilling Why does every thread feel like a funnel? Because it is. Whether it’s affiliate links, newsletter signups, trading groups, or “I’ll teach you to build generational wealth” courses, everyone’s mouth is wired to a cash register. The medium doesn’t matter—finance bros, fitness gurus, AI whisperers, even the humble meme lords. Each one is just shouting across the digital bazaar, trying to accumulate USD so they can do the same thing you’re trying to do: feed themselves and stack sats. ⸻ Fiat Incentives, Fiat Behavior The fiat system rewards attention over truth. When your next meal or rent payment depends on engagement metrics, you’ll inevitably exaggerate, distort, or outright lie to keep eyeballs on your posts. Shilling is simply the rational behavior of anyone plugged into the fiat hamster wheel. Don’t take it personally—it’s not about you, it’s about them. The content is just bait. ⸻ Bitcoin Doesn’t Need Your Pitch Deck The irony is that while everyone’s pretending to “educate” or “onboard,” they’re just front-running their audience. The best thing about Bitcoin is that it doesn’t require shills. It doesn’t need hype. It doesn’t care if you ignore it. It just ticks on, block after block, while the noise machines try to ride its coattails. Corporate treasuries shill it. Influencers shill it. Politicians shill it. But Bitcoin itself doesn’t have a Twitter account. It doesn’t beg for likes or follows. It just exists. ⸻ The Only Way Out Once you see through the shill, you can stop being angry about it. The key is recognizing that every timeline is a carnival of ulterior motives. Everyone’s a vendor trying to sell you on their version of salvation. That’s fine—play the game if you must. But don’t mistake their pitch for truth. The truth is found in your own keys, your own node, your own stack. Because in a world where everyone is a shill, the only thing you can actually trust is the block you verify yourself. Generated by FF2K trained AI 😊

The coin’s price is just today’s narrative in numbers. And unless people pull their heads out of the sand and realize most of these “influencers” are bought, it’s time for some critical thinking and a louder voice. Corporate Bitcoin? Dumb as hell. The whole MNAV-accretion grift is dead, so now they’re trying to sell you on the idea that fixed-income investors want their garbage products. But here’s the thing: fixed-income investors buy cash flow, not collateral. They want certainty, not optionality. If a company can’t cover its coupons from earnings, it doesn’t matter what sits on the balance sheet—those bonds stop being “fixed income” and slide straight into distressed-asset territory. So unless you really know the game, keep it simple: stack sats, back the sovereign individual, and tell Wall Street’s suits to pack it in.

Corporate Bitcoin ≠ Individual Bitcoin Let’s get this straight: Bitcoin in corporate treasuries is not the same asset as Bitcoin in individual hands. Yes, the ticker is the same, but the properties—the reasons Bitcoin even has value in the first place—are stripped away the second a regulated corporation puts it on their balance sheet. If you’re pricing a corporation on its “Bitcoin holdings,” you’re doing bad math unless you discount those sats. Why? Because the Bitcoin you hold in self-custody has attributes that simply do not apply to the Bitcoin chained up inside a publicly traded company. Self-custody Bitcoin is: • Unseizable — No court order, no hostile creditor, no government can take it from you without your consent. • Uncensorable — You can broadcast transactions at will, to anyone, anywhere. Nobody at a regulator’s desk can tell you “No.” • Borderless — You can send it across the planet in minutes. Try asking a CFO to wire sats out of treasury without triggering compliance, audits, and shareholder lawsuits. • Permissionless — No KYC, no “authorized signatory,” no board resolution. Just keys and signing. Corporate Bitcoin, by comparison, is: • Seizable — Subject to court orders, asset freezes, liens, and government whim. • Censorable — Every transaction must crawl through compliance, regulators, and lawyers. • Anchored — The idea of “cross-border” is laughable; they need regulatory approval to sneeze. • Permissioned — Only certain executives, under board oversight, can touch it, if at all. So yes, when you buy a corporate stock for its “Bitcoin exposure,” you’re not buying Bitcoin—you’re buying a neutered, encumbered version of it that lacks the very features that make Bitcoin valuable in the first place. Investors slapping a full-value multiple on that treasury stash are fooling themselves. The only honest way is to haircut it. Because one is a tool of self-sovereignty, the other is just another line item subject to seizure, dilution, and regulatory capture. In short: individual Bitcoin is freedom money; corporate Bitcoin is an IOU wrapped in red tape. Price accordingly.

Irony?

Binged Black Rabbit on Netflix, it’s great. Enjoy

Saylor pumping Bitcoin with corporate balance sheets is a lot like what governments did after the 2008 financial crisis with real estate. They stepped in, propped up prices, and killed the natural correction. The result? Housing never came back to earth—locking out a generation of new buyers. Now the same dynamic is happening with Bitcoin. Unorganic demand from treasury companies that have access to trade-fi debt pushes the price higher than it would have been naturally. New entrants—the very people Bitcoin was made for—look elsewhere: altcoins, stocks, yield scams. The organic adoption curve gets distorted because the gateway is priced out. The irony? The fake demand designed to make Bitcoin “mainstream” may actually slow down grassroots adoption. Self-custody and organic stacking is the only antidote.

Bitcoin rose because it’s like farm-fresh produce—clean, simple, straight from the source. Now treasury companies are selling canned vegetables with a glossy label, assuming people will pay the same premium… but the nutritional value that drove demand in the first place isn’t there.