In case you were wondering, altseason is only a season for fiat minded speculators. It refers to a brief window where so called alternatives to Bitcoin appear to outperform it, but only when you cherry pick the timeframes and the data. Even then, the outperformance rarely holds. In the long run, everything bleeds against Bitcoin. The proof is in the charts, the returns, and the wreckage. These aren’t real alternatives; they’re parasites. They feed off Bitcoin’s credibility and momentum while luring in the uninformed with promises of higher gains. It’s not innovation, it’s opportunism. Be cautious. Hype fueled by over optimism is a dangerous drug. If you’re not an insider, you’re the exit liquidity. The odds of making it during altseason might be worse than those at your local casino, but every time, there’s a new crowd convinced this is the cycle that will dethrone Bitcoin. Spoiler: it never is. The only thing truly consistent about altseason is the rug pull waiting at the end.

One thing I want to make clear: exposure to Bitcoin and holding Bitcoin in self custody are two very different things. With that distinction in mind, I don’t agree with all the criticism companies receive for adopting a Bitcoin standard, especially when those companies were essentially zombie firms surviving only through access to cheap corporate debt. In many cases, this isn’t a desperate pivot; it’s an honest admission that their business model is unsustainable under a fiat system. That kind of clarity and courage should be respected, not ridiculed. Yes, many of these companies are simply mimicking a proven Strategy, but that’s because the strategy works. Over time, Bitcoin’s performance has validated the thesis, and these companies are following the signal. I’ll admit I’m not a fan of the meme driven, hype adjacent atmosphere that sometimes surrounds these corporate treasury allocations, but I am genuinely interested to see how these moves influence value rotation + retention cycles, and Bitcoin dominance over time. Critics often treat monetary debasement like it’s up for debate. It’s not. It’s a measurable reality, and it’s the primary reason so many people turn to Bitcoin: to protect their purchasing power. Ultimately, any business, whether it’s thriving or struggling, stands to benefit from lowering its time preference and adopting a Bitcoin standard, and if businesses benefit, consumers do too.

We’re still so early in Bitcoin that even when you group together all the companies building around it, it still looks like a hyper niche market to most people. The products being developed might seem odd or ahead of their time, but this could very well be a build it and they will come moment. At this stage, many of the companies that appear to be operating on a Bitcoin standard are still seen through a fiat lens, as if they’re just traditional businesses with a Bitcoin twist, but over time, that perception may flip. Some things, like multi century projects or long term alignment with incorruptible money; might only be possible on a true Bitcoin standard. Eventually, it may make far more sense to invest your Bitcoin into Bitcoin native companies rather than sell it to buy some leveraged fiat proxy. Right now, that idea still feels ahead of its time, but it won’t stay that way forever. Our vision of Bitcoin’s future is still tethered to ideas of the past; rooted in hard money nostalgia. It’s like imagining a flying car that looks like a DeLorean with a flux capacitor; cool, but still confined by retro expectations. The real future of Bitcoin will likely be far more imaginative, and far more practical, than what we can currently dream up. Critics may get bitter about Bitcoin’s rising prominence, but that raises the question: compared to what? The existing system, where a select few benefit at everyone else’s expense? They’re welcome to keep playing that rigged game…but we finally have options. Why wouldn’t we explore the one designed to be fair and accessible? Bitcoin isn’t exclusive…it’s an open invitation to anyone ready to step into the future and understand what’s possible.

I’m starting to get the sense that Wall Street has developed a bit of a crush on Bitcoin. Normally, I wouldn’t care, but I’ve had a crush on Bitcoin for years, so I’d appreciate it if they kept their distance. It’s tough to feel proud of stacking a few hundred dollars at a time when SPACs and funds are dropping billions in a single move. It’s not just a matter of capital: I don’t have access to the same financial tools, insider networks, or regulatory advantages. If I had the means to smash buy billions worth of Bitcoin, I absolutely would, but getting to that level is a catch 22: you need access to wealth and power to gain access to more wealth and power. Saylor was the first to cross that line; what started as one man’s conviction became a blueprint. He went from corporate mascot to icon. Now, the icons are copying his playbook, turning themselves into mascots for Bitcoin exposure. I wasn’t born into a dynasty…I’ll have to build one, but that’s exactly what Bitcoin enables. Even with small stacks, I still stand to benefit. Bitcoin levels the playing field…not overnight, but over time. What started as institutional toe dipping is now a full blown dive into Bitcoin. Don’t let that shake your conviction. If anything, it should reinforce it. Institutions don’t chase fairy tales; they chase asymmetric upside. They used to mock Bitcoin for consuming the energy of a small nation. Now they’re FOMOing in with enough capital to match small nations’ GDPs.

I can’t tell you exactly when the next pump will happen, but I can tell you what I’ll do when it does. At $150K, I’m buying. At $200K, I’m still buying. It doesn’t matter where Bitcoin was or when I started stacking: every buy I’ve made is in the green. As long as I’m staying productive, I see no reason to stop. Every pump feels like a pat on the back, and every dip is just a reminder to keep producing and stacking with discipline.

When I used to say that Bitcoin would eventually take over the global economy, people laughed me out of the room. Now, all I get is a nervous chuckle. The shift is undeniable; times are changing. Everything is going digital, automated, or AI integrated. In that context, pristine digital money isn’t just a luxury anymore…it’s becoming an obvious necessity. In just one cycle, Bitcoin has made a leap from the Wild West to the mainstream; a transformation so dramatic that most people barely noticed. One day, they’ll wake up and ask themselves, Where did all the risk go? While the real world feels increasingly chaotic, the digital landscape seems to be coalescing around Bitcoin. It’s no longer the outsider. It’s now at the grown up table, and people still haven’t realized it might be next in line for the throne. When I first discovered Bitcoin, it still felt like a middle finger to TradFi. Maybe it still is, but now that legacy finance has joined the party, and often seems to be laughing the loudest; it’s hard to know how to feel. I don’t think the dream has been coopted, but I also don’t know if letting TradFi survive unchanged is the best outcome. Some things are inevitable. That doesn’t mean they’ll be accepted in real time. Most people only embrace inevitability once it’s already behind them.

Be careful not to confuse pseudoscientific jargon and market mysticism with fact. Bitcoin doesn’t owe anyone anything…especially not your personal expectations. I’m tired of overhyped, overconfident speculation being treated like glimpses of the future, only to create unrealistic expectations that inevitably lead to disappointment. Let’s be clear: it wasn’t Bitcoin that let you down. You were let down by hype, by hopium, by a misunderstanding of history in the making.

I’ve bought Bitcoin at $18,000 and I’ve bought it at $118,000…not because I’m a skilled trader, but because I’ve stayed productive and committed to my exit strategy. For me, that strategy is Bitcoin. The volatility only matters if you let it shake your conviction. On paper, the price may swing wildly, but my share of the total supply remains undiluted. That’s what matters.

As a Bitcoin maxi, this price jump didn’t feel sudden, it felt inevitable. I don’t view so called psychological resistance levels as obstacles; I see them as brief pit stops on a historic ascent. The real question on my mind is: who’s still just speculating? Everyone I see around here seems fully convicted. They’re not chasing hype; they recognize a broken system and are embracing what they believe is the only real solution.

The coolest thing about a Bitcoin maximalist is that they don’t seek to control the world. At most, they want to fix it, not save it, because they see it as broken, not dying. Even their worst behavior is usually just trolling, which, while abrasive, is at least transparent. You always know where you stand with a maxi, and that honesty is rare. Bitcoin acts as a mirror: its critics often reveal more about themselves than about the network. Those in power who routinely bend the rules hate Bitcoin precisely because it removes their monopoly on privilege. When nobody is above the rules, it threatens the systems they benefit from. To hate a network where no one holds special privileges is to believe you deserve them yourself. There’s a difference between quality and privilege, and many people confuse the two. Buying Bitcoin, holding your own keys, and running a node is the closest thing to becoming your own bank, your own state, and your own representative. It’s like building a miniature, digital Fort Knox. As a Bitcoiner, it’s your duty to meme, not maliciously, but with purpose, especially when the old world clutches its pearls in horror at the idea of class structures collapsing under the weight of true decentralization. This isn’t just a wealth transfer; it’s a values transfer. Bitcoiners are people, not archetypes. No one is the perfect Bitcoiner or the perfect person. Any harsh judgment, whether from friend or foe, is often just projection.

Nobody truly knows what comes next for Bitcoin. Sure, some people will act like they have a crystal ball, but when they end up being right, they’re often just as surprised as everyone else, because deep down, they weren’t as confident as they let on. Ethics aside, it just goes to show: self doubt is a killer, and confidence, real conviction, is key. Believe in yourself, and when failure comes, let it come gracefully, but learn from it. There’s too much obsession with prediction, analysis, and timing. It takes the joy out of watching the honey badger do its thing. Bitcoin doesn’t owe you explanations. It doesn’t need to move on your schedule. Stop trying to predict your company, just enjoy it. If your friends jumped off a bridge, would you? That old cliché misses the point. A better question is: if everyone else was too shy to dance, would you still dance to your favorite songs? I would, and have. People laughed, called me stupid, but eventually, the music got to them too. They started grooving. Everyone’s guess is as good as mine, but my conviction is forged like diamond hooves: unshaken by the market, unmoved by approval. I move through life with varying degrees of vindication, but unwavering direction. My energy doesn’t come from crowd applause or external validation. It’s internal, renewable, and rooted in gratitude. I do what I do by myself, for myself, to honor the people I love.

TARIFF?! At this rate, I’m afraid my wallet might tariff I keep stacking so many frozen sats, but seriously: how should a Bitcoiner think about tariffs? Would the economy tariff we actually allowed free trade? Who really bears the cost of these policies? It’s rarely the governments involved, more often, it’s people like you and me who end up footing the bill through higher prices and distorted markets. Lately, Bitcoin feels like the most sensitive mood ring for the global economy. And weirdly enough, the current mood seems to be… boredom. Despite the chaos around us, price action is muted. We’ve grown desensitized to the madness, and maybe that’s a good sign. It means we’re ready to keep moving forward, unfazed. One thing about Bitcoin: you always have to focus on the upside…and honestly, that’s not hard to do; there’s plenty of it. A dip? It’s never just a dip. It’s conviction being tested, and weakness leaving the network. Keep stacking.

You know what would actually be scary? If Bitcoin never has another real bear market; no more chances to stack stupid cheap sats. I’m not interested in timing the market anyway, and I don’t even have 80,000 BTC yet…which, in my opinion, is a good benchmark stacking goal, but if I did have that much, I’d probably be even less tempted to mess around or try my luck trading it. At that point, my biggest concern wouldn’t be price action…it would be security, and that seems to be the case with this recent massive transaction. The coins were moved from a legacy address format to a modern one, signaling a likely upgrade in security and an intent to hold long term. That’s about as based as it gets.

I’ve been thinking about that 80,000 BTC transaction. At first, it didn’t strike me as major news, just another large movement on chain. But it’s clearly making headlines now. What kept tripping me up was the age of the wallet: was it from 2011, making it 14 years old, or from 2014, making it 11? Either way, it dawned on me that this is a rare, once in a century type of event, just due to the sheer age and size involved. That said, I don’t care whose coins they were or where they went. My satoshis are safe and sound in self custody, and my address is always ready, whether the universe decides to send me 8 sats or 80,000 BTC by some wild accident.

If I had the money to buy 80,000 BTC, I’d do it in a heartbeat. There’s no reason to panic over large transactions like the one we saw today; the market absorbed it smoothly. In fact, I ended up stacking sats at a slight discount compared to what I expected this week. It feels like everyone’s discounting Bitcoin lately. I don’t care who their mistress is: if she knew they were running around on Bitcoin, she’d be pissed. In her mind, she’s Bitcoin’s favorite maxi. That delusion runs deep. Bitcoin’s first love triangle. The longer my time horizon stretches, the more optimistic I become. As humans, it’s easy to get caught up in daily price action, but the truly bullish signals from this cycle might not be fully appreciated until a few cycles down the road…or maybe they’ll materialize even faster than I imagine. Moments like these remind me that Bitcoin isn’t just a price chart: it’s a meeting point for wildly different groups. It’s the balance point between them. Winter hardened maxis don’t flinch at a dip like this, but some have already dominoed into selling their corn. Bitcoin didn’t panic; people did, and to me, what didn’t happen today says far more than what did.

Day 1985: I’m still incredibly bullish. Bitcoin remains, in my view, the most asymmetric bet money can buy. Every stack I add is like reinforcing my position: more protection against unforeseen risks, more allies for my sats tucked away in hyper remote locations like a hardware wallet. The dollar keeps weakening relative to itself, its purchasing power eroding year after year, while Bitcoin continues strengthening relative to its own past. The idea of diminishing returns is a fiat mindset. Every true maxi feels it. Maybe the super cyclers weren’t wrong after all, just early. Do recent regulatory shifts in favor of crypto or temporary dips in Bitcoin dominance shake my conviction? Not at all. If my neighbors started inviting foxes into their henhouses, I wouldn’t follow suit, and I’d hope I wouldn’t be forced to help clean up their mess of dead chickens. People buying altcoins only makes my life easier. That’s just less buying pressure on Bitcoin, and cheaper sats for me. I believe Bitcoin enforces the hardest monetary policy in the world, and it’s only going to get harder. I’m so bullish that I think Bitcoin dominance shouldn’t just be measured against the crypto market, but against the entire global financial system. It already comprises the majority of the crypto space, plus a tenth and some change. Right now, Bitcoin represents about 0.3125% of global wealth. Fitting, isn’t it? That number lines up nicely with the current block reward of 3.125 BTC. The poetry in that isn’t lost on me.