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Brock
npub1dl3s...34z9
Some really cool experiences and people led me to discover bitcoin. Fix the money, fix the world.
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brock 1 month ago
@Marty Bent to your point on the US economy requiring the fraudulent activity. You’re absolutely right and it is designed / justified by the necessity of getting capital flowing into certain municipalities that private enterprise has left behind. If the USA didn’t have these fraudulent mechanisms to get capital to remote / less economically viable cities, towns then you’d have absolute collapse of (and associated social unrest within) towns that were built up around Industrial Revolution economies. Cities & towns that no longer have a private economic justification to exist. But Americans live there, have mortgages there, and are hyper resistant to leave their homes. As repulsive as the whole thing is, it serves a critical function to the US economy and our continued social stability. Now the whole DEI and political contribution funneling angles are an additional layer that I’m not taking about. But I can see why both political parties are funneling fraudulent capital to thousands of cities & towns across the country.
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brock 1 month ago
Nice ‘What Bitcoin Did’ rip with @npub1d3f4...r4xv … fundamentals are on our side. Money printer soon. Hold the line.
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brock 1 month ago
The higher gold goes, the higher bitcoin will go. I don’t make the rules. 🤷🏼‍♂️
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brock 1 month ago
I agree with Parker Lewis. Bitcoin either is a $200T+ asset or it is worthless. As I have gained conviction in bitcoin, I realized that if a 1% allocation is prudent, then so is a 5% allocation. If 5%, then 20%. If 20%, then 75%. If 75%, then might as well go all in. And so here we are…all in.
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brock 1 month ago
Is the market going to make Saylor capitulate on his buys or is Saylor going to launch bitcoin higher? Single entity ($MSTR) buying 43 days’ issuance per week. That can’t last forever - one way or the other.
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brock 1 month ago
When bitcoin serves as the reserve currency and asset for the world then the impossible trinity becomes the impossible duality. A “nation state” is committed to free flow of capital because of Bitcoin’s intrinsic properties. It can choose either (1) a currency with a “fixed” exchange rate pegged to bitcoin or (2) their own, independent monetary policy. They cannot have both. This is a big, big, BIG deal.
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brock 1 month ago
@jack mallers made an important pivot on his Monday podcast. He went from a long time call of $250k-$1M in 2026-27 to $150k-$200k (with a potential drawdown in the near term). What new information contributed his dramatic change in forecast?
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brock 1 month ago
4 year bitcoin returns and sharpe ratio still near all time lows.