Sid⚡️

When you buy, accumulate, or HODL Bitcoin, what you’re really doing is building creditworthiness.

Endless money printing is the real cause of most economic problems. It’s not the billionaires, not capitalism, and not any group of people. Your pounds, dollars, euros, naira, and yen lose value every single day. And as long as we keep blaming the wrong things, the problem will never stop.

Even though Bitcoin has been the best-performing asset of the past decade, HODLing it is a test of endurance. 95% of the time, it’s just boredom or deep frustration. Only the people who’ve learned to master those emotions have actually been able to capture Bitcoin’s massive gains.

Bitcoin will win eventually because I believe in this. “There is nothing as disturbing to one’s well-being and judgment as to see a friend get rich. Unless it is to see a non-friend get rich.”

In the next Indian general elections & state elections, everyone’s going to be watching the prediction markets — especially Polymarket. The bets will be massive, and every news channel will be talking about the odds there. All the traditional election polls, surveys, and exit polls will start to feel irrelevant once the results are out, because Polymarket will become the main source of truth — especially for something as high-stakes and closely watched as the Indian elections.

In the next 5 to 8 years, I can see Bitcoin reaching $1 million.

nostr:nprofile1qqst0xtvrqlqxm0j0qpfgkuqh0wgkzl4judkvgdgd0e4d8pnyytlqlgpzpmhxue69uhhytngdaehgu3wvd3szxthwden5te0wpex2mtfw4kjuurjd9kkzmpwdejhgtc8epmdd Jeff - I heard you indirectly spoke about this chart before. Do you think this is the most important macroeconomic signal ??

authentic expression is loneliness in motion

Governments are down to two choices now: print more money or trigger a revolution. And we all know which one they’ll pick. Just be ready for it.

Amara's Law explains how our expectations for new technology grow linearly while its development occurs in waves. This leads us to overestimate its impact and applications in the short term. However, as it matures, adoption grows and new applications are unlocked, leading us to underestimate its long-term impact.

Bitcoin is a means to an end, not the end itself.

Bitcoin is Godzilla. When Godzilla steps onto the field, the rules change. You can’t keep playing the old game. Every bromide you believe, every assumption in finance - all of it has to be rethought, studied, and rebuilt. Godzilla’s in the stadium now.

Everyone wants the gains that come with holding a volatile asset like Bitcoin. No-one wants the pain that come with holding a volatile asset like Bitcoin.

You don’t really need to worry about your local currency, whether it’s the dollar or anything else, until producers start demanding a second currency alongside it at a discount. For example, in Argentina, if a butcher prices meat in pesos but also accepts US dollars at a 5% discount, that’s a clear sign the peso is in trouble. The same goes for any country, when merchants start preferring a stronger, parallel currency, it means confidence in the local one is fading. So you only need to worry about the dollar when retailers or producers in the US start saying, “It’s $100 if you pay in dollars, but $95 if you pay in Bitcoin.” The moment that starts happening at scale, that’s when the dollar has a real problem. Until then, the currency’s still holding up.

There’s nothing more inflationary than an insolvent government printing money just to keep the nominal value of its sovereign debt intact - to make it look “money good” on paper. That’s the real reason inflation stays high, no matter how much deflationary technology we invent. They have to keep printing to preserve the illusion of solvency, because if the debt collapses, the whole system implodes. And when the debt implodes, that’s when you actually get hyperinflation - because the debt is what backs the currency. Once the backing of the currency is impaired or goes to zero, people rush to dump that currency and grab anything not tied to government bonds. That’s exactly what Bitcoin fixes.

The best news source left in the world with the highest signal is Polymarket.

Bitcoin’s heading to $250K in the near to medium term - most likely sooner than later.

Bitcoin is Anti-fragile. It means it actually benefits from disorder.

TSLA vs. BTC Most people once thought Tesla was unstoppable - a monopoly that would dominate forever. But once everyone knows that, the 10x or 100x upside disappears because all the capital has already flowed in. There are a few problems with investing in Tesla today. First, everyone already knows it’s a great, essential company, so the market has priced that in - it’s not undervalued anymore. Second, when you become that big, you become a political and regulatory target. Whether it’s pressure to unionize, new taxes, regulations, tariffs, or even censorship, big companies eventually attract attacks from all sides. Third, Tesla is still a company - and companies have limits. A company’s value is tied to its capital structure and cash flows. If the stock doubles, the cash flow expectations have to double. To grow 10x, cash generation must grow 10x too - and in an inflationary world, where fiat currency loses value every year, that becomes even harder. Inflation erodes the real value of those future cash flows, making companies fragile as stores of value. Add to that the political pressure to return capital through buybacks and dividends, and you’ve got a model that’s stretched thin. If you’re investing in dollar-denominated assets, you’re effectively betting on cash flows discounted in a currency that’s inflating 10% a year. To just stay even, the business has to grow faster than that. And on top of that, companies are vulnerable to political risks, tariffs, and regulation - it’s a fragile setup. Why BITCOIN ? Bitcoin, on the other hand, is different. It is misunderstood, inevitable, unstoppable. But it’s even better because it isn’t just a company - it’s an asset class. Bitcoin’s core use case is being a store of value for civilization itself. There’s no reason it can’t replace gold ($27 trillion), or even start to absorb real estate and other store-of-value assets worth hundreds of trillions globally. The more valuable Bitcoin becomes, the more useful it becomes. If Tesla stock rises 100x, its cash flows need to rise 100x. But if Bitcoin rises 100x, it simply means more people are recognizing its value as a store of energy - it doesn’t have to “perform” quarter by quarter. Critics say Bitcoin has no cash flows - but that’s not a flaw, that’s the feature. It means it will never miss a quarterly earnings report. It’s not producing cash flows, it’s absorbing them. Bitcoin represents the digital transformation of capital itself - not just digital information, but digital energy. And I think we’re in the initial phase of the 30-year cycle where Bitcoin will drive this transformation, redefining what money, property, and energy mean in the digital age.