if you’re fundamentally right, you don’t need technical skill to defend it. if you’re fundamentally wrong, no amount of technical skill can save it.

gonna be fun

random saturday thought: stables are gonna be big, very big. but no way they let eth eat this whole market. global finance already knows: eth is tech, and bitcoin is money. only the money survives, tech comes and goes. they’ll keep inventing new L1s for the next 5 to 10 yrs, but in the end everything will settle on bitcoin.

Weekend loading… 🍺🫛

we’re not in an ai bubble (yet). my favorite indicator: nvidia at 26x forward earnings. in the dotcom bubble cisco traded at 60x, wasn’t nearly as crucial, and wasn’t growing 40%+ revenue.

being a bitcoin dev is more about stewardship than authority. at this point in time, i’m not 100% convinced that protecting the protocol’s principles, aligning with its users, and the idea of bitcoin are at the top of core devs’ priority list and that’s a real risk for me. this is how i feel today.

biggest existential risk to bitcoin is that a group of devs decide their vision matters more than the idea of bitcoin itself. think about that!

remember when core supporters with borrowed opinions from their idols laughed at bitcoiners running knots. now they’re the ones posting charts counting v30. i just want tens of different clients running bitcoin so these creatures stop pushing their borrowed opinions on others who think different. i couldn’t care less about knots but lately these clowns been pissing me off.

market gods punishing the leveraged sinners. much, much higher we go.

principle 1: it’s only money principle 2: never mess with principle 1

hugging my pre segwit node

old habits die hard.

saylor is a gentleman, so he’s being kind to the datacarriersize scammers.

so let me get this right. tether and openai are both raising at $500b valuation. it’s being framed like a battle between crypto and ai. except one runs on 50 people with 99% profit margins and the other is just torching cash nonstop.

twitter is full of bitcoin grifters. real ones to grifters ratio is like 1 to 200 😂

there are 8b+ people and only 21m bitcoin. every time a treasury co grabs 1 btc, that’s one less chance for someone else to ever become a wholecoiner. the 8b : 21m ratio is already insane and that’s before you realize a lot of coins are lost, held forever by diamond balls, or locked in treasuries. the window to grab a full one is closing fast.

dude says nobody wants spam on bitcoin then you find his name on a startup term sheet built to spam the network 🧙‍♂️

live streaming notifications on primal are honestly super annoying. why do i gotta see them in my notifications like i’m missing something urgent? just makes the whole thing feel noisy.

the future depends on how this chart moves over the next 50 years. everything else is noise.

everybody thinks the world is overbuilding for ai. me think complete opposite. what looks like a flood of chat bots is just the surface layer, the primitive interface of something much deeper. the real end is an invisible infrastructure baked into every system, every decision, every object around us whether we like it or not. so native to life that we won’t even notice it. and when it comes to privacy… it won’t be about what we choose to share, it’ll be about what we can no longer hide. individual rights, freedom of speech, and even the freedom not to share must stay non-negotiable.