What’s going to convince capital to fund bitcoin collateralized loans? If an investor buys into the bitcoin thesis, they should just buy bitcoin. Most debt funds won’t be in a position to invest in bitcoin collateralized loans due to investment committees / investment documents.
BoomTown
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scarcity requires trade-offs.
In order for more bitcoiners to make their difference in the world, traditional assets have to get repriced in bitcoin terms. There are already too many “asset light” businesses, comoanies, etc. in the space. We need oil fields, manufacturing facilities, farms, apartment complexes, etc. run on bitcoin.
Bitcoin’s NGU is necessary to realize the future we talk about. View quoted note →
Probably nothing. View quoted note →
Ready for the face melting phase of this bull market. 💯📈🔥🚀
This 100% … View quoted note →
There is no capitalism with human-controlled, centrally-planned monetary policy. The Fed, the ECB, and all other central banks ensure communism…no matter the illusions of “free markets” they try to conjure.
Can we just skip to the part where all sovereign nations are *working* to accumulate bitcoin. Will be a much different world with much more cooperation.
lol at the thought that we’re done … we’ve barely started. View quoted note →
I guess the rumors of Middle East sovereign wealth announcements at Bitcoin MENA didn’t come to fruition?
But MSTR isn’t selling their bitcoin. So why would it be a double whammy on Bitcoin? If anything, people are selling the proxy rather than the real thing. View quoted note →
@ODELL @Marty Bent will you open source your podcast set-ups? You mention it at the end of this week’s @RABBIT HOLE RECAP …
All of it: Hardware, software, hosting, etc. both permanent and remote
Thanks!
“WE’RE ALREADY INSOLVENT…” - @ODELL @RABBIT HOLE RECAP December 18, 2024
I’d love to hear @ODELL and @Marty Bent talk about MSTR’s blatant enabling of fractional reserve bitcoining through their use of Coinbase.
Can it get a line item on one of the next @RABBIT HOLE RECAP agendas?
cc: @preston @less @HODL consider for your next quarterly rip, too.
Let me get this straight…
Putin said bitcoin can’t be stopped.
Powell said bitcoin is digital gold.
Both today?
How does one buy a stripped down, analog Toyota Land Cruiser in the United States?