Wild that the 10Y is back to mid-February levels and it is receiving nowhere near the amount of attention it was in mid-April.
Everyone distracted by the "Riyadh Accord". Let's see if the basis trade blow up fears begin to take hold again.
The compounded leverage of building a company that leverages AI tools and sweeps profits into bitcoin is going to be the biggest asymmetric plays of the next decade.
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Highly profitable operating businesses that roll profits into bitcoin is way more exciting than pure play bitcoin treasury companies.
There has never been a better time to start a business that finds PMF and cash flows quickly with 2-3 people.
Bitcoin + AI will be the most powerful combined force of this decade. If you’re not leveraging both in your business you’re making a big mistake.
Bitcoiners have identified the need to become sovereign in our monetary matters, it probably makes sense to become sovereign when it comes to our healthcare as well.
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It is imperative that anyone who cares about being able to hold bitcoin in self-custody, mine bitcoin, and send bitcoin in a peer-to-peer fashion makes some noise around the Samourai case. The SDNY is drunk with power and could set a dangerous precedent.
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It's been a hell of a week for bitcoin in Austin, TX. Here are some of my reflections so far.
Headed over to @btcplusplus to run the live desk for Day 2 of the conference.
While everyone is focused on the OP_RETURN discussion, @calle and other Cashu developers are pushing code to improve the UX of ecash.
Multinut payments are here and they are a forcing function for risk distribution and competition among mints.
Financial privacy isn't a crime. It is something that should be celebrated and protected at all costs. Especially in a world that is becoming hyper-digital, hyper-surveilled, and hyper-politicized.
It's time to FREE SAMOURAI.
It's time to come to grips with reality. 100% renewable grids are unreliable and outright dangerous for populations leveraging them.
The abundant energy future is here if we're willing to take it. We just need to ignore the climate hysterics.
A bitcoin strategic reserve is way more profound than passing a stablecoin or market structure bill.
The over-indexing of focus on stablecoins and market structure by the House and the Senate is a strategic mistake.
The Great Liquid Reserve Swap has been under way for more than a decade.
Hard assets are replacing treasuries as liquid reserves. It's probably advantageous to hold the former and stay away from the latter.
Don’t get mad at the pace of bitcoin adoption. View it as a blessing.
Adoption is moving along at an incredible pace and you will wish you had stacked more sats when adoption accelerates.