Rumor has it, it’s not Saylor who is going on Rogan, it’s the guy that 250k worth of nickels.

There are people who think MSTR is going to buyout other treasury companies because their price is supposedly suppressed. That logic works in a world where the assets are illiquid or mispriced. But Bitcoin isn’t. It’s the most liquid, mark-to-market asset on earth. If the company trades below NAV, it’s not a hidden arbitrage—it’s the market discounting management risk, dilution, and lack of control. You can’t just ‘unlock’ Bitcoin value through an LBO unless you’re ready to run the whole circus.

It bothers me when I see open joints. Making these stair tread for my daughter’s steps in my shop to get them perfect so when I visit her house in the future, I’ll enjoy walking up and down them..

$6.50/lf for 1 x 8 pvc seems like the dollar is going to shit. Trips to the Home Improvement store are expensive as fuck.

Proof of Work is supposed to be incorruptible—secured by time, energy, and discipline. But when you wrap it in debt, branding, and social leverage, it starts to look more like Proof of Influence.

Influence and help enable the individual in acquiring UTXO’s for their future selves. If you understand Bitcoin and influence exposure in any other fashion, you’re absolutely scamming.

Are you willing to use arms to defend your right to bear arms? Then you damn well better be willing to run a node to defend your right to bare value. Freedom isn’t something you outsource to a corporation, a politician, or a miner. It’s something you maintain—with code, with conviction, and with proof-of-work. Stack, verify, defend. 🧡⚡️

Michael Saylor didn’t mine Bitcoin — he socially engineered a claim on future proof-of-work. He used charisma, yachts, and boardroom charm to hijack a grassroots, savings-based movement and wrap it in corporate paper. What was once about discipline and delayed gratification became about leverage, yield, and influence. 🧱 The Mechanics •Miners earn block rewards through thermodynamic proof — burning energy, time, and capital. •Saylor earned his stack through narrative proof — convincing markets to lend him cheap fiat so he could buy what miners earned. •His “proof of work” is now the market’s belief that Bitcoin’s price will always rise fast enough to service his debt, bonds, and preferreds. If Bitcoin stagnates or declines, that whole yield structure buckles — because MicroStrategy doesn’t generate enough fiat cash flow to pay those obligations organically. The “melted ice cube” morphed into an exotic derivative entirely dependent on Bitcoin’s compounding and investor faith.

Saylor’s sitting on ~640,000 BTC — that’s the equivalent of over a decade of future block subsidies. Roughly 11 years of global proof-of-work, stacked inside a regulated corporate shell funded by cheap debt. Hashrate sweats for it. He just issued paper and we cheered him on😂 #Bitcoin 🍿

This is an actual Bitcoin Podcast

Apple Podcasts

Fat Goldfinger

Podcast Episode · Bitcoin And . . . · 10/16/2025 · 1h 4m

If Saylor is a spook, MSTR has more than the next 3 epochs of programmatic coin distribution in hand ready to sell to suppress the price of bitcoin. Just saying… Stock to flow anybody…..

Everyone treats Saylor like a saint for “stacking” 640,000 BTC. But let’s be real—he didn’t mine them, he leveraged them. If a miner earns 900 BTC per day through proof-of-work, Saylor’s bag equals ~711 days of entire network issuance. That’s almost two full epochs of hash-secured work… except his were conjured from corporate debt, not thermodynamic proof. Now imagine what happens if that debt train derails—if MSTR can’t roll paper, service the prefs, or meet covenants. Suddenly, the “hero stack” becomes the largest single-point failure in Bitcoin’s price discovery. One margin call away from a multi-billion-dollar forced sale. He’s not Satoshi. He’s a synthetic whale, financed by the same fiat system Bitcoin was built to escape. And if the day comes when he’s forced to dump to stay solvent, all those who cheered “number go up” will learn the hard way that leverage isn’t conviction— it’s counterparty risk wearing a laser-eyed grin. Bitcoin doesn’t need saviors. It needs sovereigns.

If Saylor was a spook and ever started slowly unloading sats to service debt because MSTR trades below mNAV, would that break Bitcoin’s speculation flywheel? Hard to HODL with conviction when the loudest “buyer forever” becomes a steady seller.

Went to bed early now I’m up.

Are we done playing with our Bitcoin treasury companies? Can we get back to stateless money already? For crying out loud 🥲

Lower your time preference, soldier. Think critically. Play it forward. If it’s a bearer asset, why hand it to an agent so they can lever it? Don’t be a patsy—work, stack and store into self-custody. #Bitcoin Turn in your suit for fatigues and find discipline. One sat at a time.

I don’t touch margin or leverage. I worked too damn hard to lose what I’ve earned— let alone lose what I haven’t yet earned.

Heard a great quote from Charlie Munger, if you’re confident and or bullish on something, you should know the Bearish scenario, You should know the bears argument better than he does because if you’re not arguing with yourself, you’re not thinking you’re just cheerleading. 📣

I love the feeling of getting shit done and crossing it off my list.

I don’t have a stop loss, I sell fiat every hour because you never know when Fiat is going to shit the bed.