happy mothers day to all moms 🌷

it’ll look obvious in hindsight. if this plays out, you’re looking at $5m per coin around 2034. ai becomes the macro driver, the biggest productivity engine of the century and the mother of all bubbles.

one pattern i always notice is that some plebs especially the early bitcoin crowd, act like they own the whole network. to them bitcoin belongs to them and anyone else especially corporations isn’t welcome. if you buy mstr, ibit, etc.. it’s treated like a sin. they never question whether vanguard even allows them to buy actual bitcoin or move it to cold storage which is obviously not an option. they don’t even consider that this might be the only option for bitcoin exposure inside a 401k. similarly if you’re a corporation buying bitcoin, you’re not welcome either. this behavior is completely wrong. bitcoin is ownerless. whether you got in 2010 or today, you have the same rights and access and claim of ownership as anyone else.

mstr and saylor hate among some bitcoiners is weird. you want $10m coin, you want corporations on your side whether you like it or not. and saylor’s comment about selling btc to pay strc dividends is strategic. they need to say things like this and even include them as risk disclosures if they want s&p 500 inclusion. that’s what this is all about.

a lot of ibit owners (and other etfs) absorbed the pain when btc traded around 60k. most of them held. who told them to hold, what were they told? now they’re sitting at cost. what happens when accumulation starts again…

best advice i heard recently: own bitcoin, lease everything else.

commodity supercycle is real. it’s already done its job well for gold, silver and oil. now it’s bitcoin’s turn. maybe next month, next quarter or next year.. no one knows. lower your timeframe and enjoy the ride.

killing me slowly... Want me to add the timeout watchdog? Small fix, ~10 lines, prevents "stuck cron eats the server for a day" pattern from recurring. Or stop here and let you absorb today's pain first.

sorry to say this but mallers’ comments about saylor are unfortunate. one might ask what have you done for bitcoin other than running a for profit company. not even mentioning xxi..

transferred my ai’s persistent memory from old computer to a new computer and it felt like a brain transplant.

friday

on another note anthropic shutting down openclaw and trying to clean up everything around it is a terrible move. they had a real chance to acquire and build on top of it instead they sent lawyers and now they’re doubling down. i don’t even think openclaw is close to what agentic workflows will look like in the near future but betting against open source is just wrong. not just morally but strategically too.

agreed. a good example of a bad idea is the whole quantum fear narrative where incentive driven bad actors try to use it as a reason to push protocol changes.

you can either get angry at ai or just stay calm and tell it exactly what you want. garbage in, garbage out.

me: holy shit all fucking blob is gone ai: now you know who the real fucker was

💯

watching/listening alien documentaries late at night while coding is my favorite thing. nothing beats it. it’s my happy place.

remind me again which bear market it was when a guy was buying 20k coins every week. you won’t notice this while price is suppressed under heavy selling pressure whether organic or artificial. but when the market finally moves, all that quiet accumulation will start to matter a lot.

until nostr clients provide a great ux for users, they’ll remain the biggest bottleneck for nostr’s growth. take primal for example. its cache sucks and often doesn’t work. if you can’t see your posts or other people’s posts, it’s not you. it’s primal cache.

he’s not just crazy, he’s stupid too. bad combo for a prime minister.