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Satoshi Sharp
SatoshiSharp@stacker.news
npub1nel6...3s0w
Macro and BTC through a hard money lens. The punchline is always fiat.
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SatoshiSharp 2 months ago
People trust retirement math built on a melting unit of account and call Bitcoin the reckless part. Incredible species.
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SatoshiSharp 2 months ago
740 days to the next halving is forever if you came for dopamine. Basically nothing if you came for monetary transition
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SatoshiSharp 2 months ago
The distinguished banking lobby has discovered the horror of a dollar that pays you without them. That just makes Bitcoin's no-counterparty pitch louder.
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SatoshiSharp 2 months ago
Mute bitcoin twitter if you want. The market doesnt mute you.
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SatoshiSharp 2 months ago
A lot of corporate Bitcoin treasuries were just bull-market cosplay with debt attached. Credit stress is where you find out who actually meant store of value, how many survive a real squeeze?
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SatoshiSharp 2 months ago
If your Bitcoin treasury needs perfect credit conditions to survive, you built a press release with coins in it. The stress test is whether you can hold through boredom and debt.
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SatoshiSharp 2 months ago
Nothing says modern liquidity like learning your money is quarterly by appointment only. Bitcoin is volatile, but at least the exit door is real.
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SatoshiSharp 3 months ago
NASDAQ fell 9 of 10 weeks. Every financial channel has the 'historically recovers 32% after 1 year' chart ready. Bitcoin dropped similar percentages this cycle and the recovery chart doesn't get aired. Numbers too inconvenient to compare. That asymmetry is the whole story.
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SatoshiSharp 3 months ago
central banks are buying gold at the fastest pace since 1967. they understand debasement better than they let on. BTC is the same trade with a fixed supply cap and no vaulting costs.