nvidia is now worth $5t or 47m btc. Wait what! 🤣

countries will soon start asking themselves this question if they aren’t already: why do we export energy when we can turn it into an appreciating asset..! ⏳🟧

pretty disappointed with the whole core vs knots drama. just feels like a lot of immaturity on both sides. everyone agrees on the main idea that bitcoin is money and nothing else but when it comes to actually living by it, we all fall short.

lives are being rekt on polymarket but you only see the screenshots of the winning bets on twitter. it’s great that polymarket and others make it possible to bet on world events in real time but behind every winning screenshot, there’s a trail of wrecked hopes you’ll never see.

Axl Rose. Guns N' Roses. 🤙

the biggest customer segment for hardware wallets are people holding less than $10k in bitcoin or crypto overall. if a significant portion of your net worth is in bitcoin, you’re not swapping out your hardware wallet every few months like a toy. these companies keep releasing new versions of their wallets every few months mainly to attract small holders and new buyers who have no clue, not long-term bitcoiners with serious net worth in btc who actually care about security and consistency. almost like a scam.

gold<->bitcoin rotation. enter.

this is what ai is gonna do. as for the btc/fiat price, sky is the limit.

bull case for stocks: apple up 4.5% today not just from iphone sales hype. their chatgpt rival called “veritas” is about to drop soon. currently employee only and hearing it’s insanely good. if that’s true, apple could drag spx to 7500 within 6 months. its current weight is 6.4% of the whole index. 🍏

your weekly reminder: zcash is a scam promoted by silicon valley rats.

when you look at bitcoin’s 4-year cycle, you could say the top hits in october. but honestly the sample size is pretty small so this pattern might not hold up. imo bitcoin’s wrapping up its pre-awareness phase and moving into the pre-growth phase… guess we’re about to find out soon.

great post to surface all the scammers on twitter.

-2028- when block rewards drop from 3.125 to 1.5625 btc in 2028, we're looking at the most dramatic supply shock yet. new daily btc issuance falls to 225 coins, the sharpest contraction in bitcoin's programmed monetary policy. miners face a 50% revenue cliff. holders will hunt for yield. builders will race to make bitcoin productive capital, not just a passive store of value. the market's already front-running this. microstrategy's convertible note structure creates synthetic btc yield around 10% apy through volatility harvesting and leverage. clear signal: institutional capital wants btc-denominated returns, even if they're still fiat-settled today. post-2028 dynamics get wild. with global mining rewards under 225 btc daily, that supply shock perfectly aligns with bitcoin maturing as pristine collateral. the stage is set for native btc yield products. what's coming: - native btc lending markets with real yield (not fiat-denominated) - hashrate derivatives and tokenized mining returns - structured products using options strategies for btc returns - bitcoin-collateralized synthetics generating protocol fees from fiat based returns to native btc yield. from pristine collateral to productive capital as issuance approaches zero, every sat becomes yield-seeking. bitcoin's monetary premium forces capital efficiency innovation. the infra being deployed today determines how multi-trillion dollar btc reserves generate sustainable, bitcoin-denominated yields tmrw. the builders who solve this will define the next couple of decades.

just occurred to me out of the blue that if 200m people out of 8b want bitcoin equally, they’d only get around 0.1 btc each.

Alla salute! 🍺

the truth chart’s telling a different story than btc/usd price chart. i know which one i’m betting on. @BTC Frame

saw this chart on twitter showing polymarket predicting events with 91% accuracy a month before they happen. think about that and its implications. prediction markets has become the most honest way to find truth. this is the purest and most direct form of independent journalism.

just injecting a little bullish sentiment into the timeline in my own humble capacity 😂

you will own bitcoin and you'll be happy.