While it is nice to see governments capitulate to #bitcoin don’t confuse the new “friendly” regulations with the reality that #btc is permissionless and can’t be stopped. This is a distinction with a huge difference.

For the #bitcoin class of 24 here’s what you need to know. It won’t give you what you think you want (more dollars), it will give you what you need (freedom from your stored value being debased in a fiat currency). You need to fix your mind and break free of the central banker’s prison. Be patient and don’t fall victim to short term price movements. Focus on the rising floor not the ceiling. Hodl for more than 4 years and your future self with thank you.

#btc #bitcoin Texas Timeline Assuming no major setbacks, Texas could pass SB 21 by May 2025, with Abbott signing it shortly after. The law would take effect on September 1, 2025, and the Comptroller could begin building the reserve—via donations or modest purchases—by Q4 2025. If the House acts by mid-April and Abbott signs by May, here’s the tightest plausible timeline: May 2025: Law signed. September 1, 2025: Effective date. October–December 2025: Reserve operational with initial holdings.

#btc only. Play stupid games win stupid prizes.

Ross is free, #NOSTR is growing , #btc is over 100k and ready for next big leg up!

Save your stored value in #btc and live your life well.

#bitcoin about to set new ATH on the weekly with nothing but tailwinds to send us to #Valhala. @Carl B Menger @HODL

Cheers plebs. Sipping Angels Envy in #Kauai watching the sunset and #bitcoin bull rage on. Staying as humble as can be after a long bear market. Tip of the hat to @HODL and the rest of you toxic maxis.

The thing that differentiates #bitcoin and makes it special is it doesn’t care about anyone’s feelings or opinion on anything. It just runs. Use it or don’t at your own risk. Tick tock next block.

The Biden #Bitcoin Bungle is going to make Germany happy to no longer be the worst bitcoin trade of all time. History books will be written about how the Biden admin had the opportunity of the millenium and blew it epically. Thanks JB for the cheap sats and more motivation for Trump.

Long travel day. Entertain me with your best fresh #Bitcoin memes. 1K zaps to my favorite and the most liked meme in this thread in next 12 hours. Go!

I love the smell of cheap #Bitcoin sats in the morning. Smells like victory.

ChatGPT knows #Bitcoin is the best.

Zappy New Year! Post your most bullish #Bitcoin #BTC charts and memes. Zap your favorites to show you like or agree.

Happy New Year! Low volume on Bitcoin network now is a good time to consolidate cold storage UTXOs and get ready for an epic melt your face 2025 bull run. #Bitcoin #btc

Bots don’t zap @HODL @Gigi

RiskReversal Media Michael Saylor #Bitcoin #btc Obsidian Markdown Notes: # SUMMARY Michael Saylor, Executive Chairman of MicroStrategy, discusses Bitcoin's transformative potential as digital property, capital, and technology, emphasizing its role in reshaping finance and addressing global economic challenges. # IDEAS: - Bitcoin is not just currency; it's digital property, capital, energy, and transformative technology. - Understanding Bitcoin requires rigorous study, often exceeding 1,000 hours, to grasp its exponential value. - Debates about Bitcoin often hinge on semantics, like "currency," "gold," or "property." - Misinterpreting Bitcoin as digital currency triggers resistance from economists, politicians, and accountants. - Bitcoin's value as "digital property" resonates more effectively with wealthy investors than "digital gold." - Historical failures of gold as a treasury asset highlight Bitcoin's superiority in space and time. - Gold's 2% inflation rate erodes wealth over decades, while Bitcoin maintains zero inflation. - Bitcoin's fixed scarcity (21 million units) parallels Manhattan's finite property value in cyberspace. - Governments and corporations are stuck with depreciating assets like fiat or T-bills, unlike Bitcoin. - Bitcoin enables peer-to-peer settlement across 10,000 entities globally, solving custody and liquidity issues. - Central banks purchasing gold miss Bitcoin's potential as a superior treasury asset. - Bitcoin's return (40%+) outperforms T-bills and the S&P 500, attracting progressive investors. - Global debt-to-GDP ratios highlight the unsustainable nature of fiat systems, favoring Bitcoin adoption. - Bitcoin acts as a "store of value" akin to real estate or equities for 21st-century investors. - MicroStrategy's Bitcoin strategy grew its market cap 20x, showing Bitcoin's transformative corporate potential. - Printing currency to buy Bitcoin could revolutionize a nation's treasury and balance of payments. - Bitcoin is digital capital, addressing a $100-400 trillion market for wealth storage and transfer. - Education is the main barrier to Bitcoin adoption, not its technology or economics. - Bitcoin's adoption parallels the early days of transformative technologies like the internet or electricity. - Describing Bitcoin as "digital property" makes it universally appealing and avoids polarizing debates. - Bitcoin's decentralization challenges centralized control of wealth, appealing to those seeking financial sovereignty. - Bitcoin adoption will accelerate as traditional assets fail to meet modern economic demands. - Bitcoin offers liquidity, unlike traditional property, making it a superior capital asset. - Bitcoin's integration into corporate strategies redefines balance sheets and shareholder value. - Bitcoin's narrative must shift from "disruption" to "enhancement" of existing systems to gain broader acceptance. - Bitcoin is the "Manhattan of cyberspace," a finite, invaluable digital property for global economic activity. - Bitcoin's resistance to inflation ensures long-term wealth preservation compared to fiat currencies. # INSIGHTS: - Bitcoin transcends currency to become a revolutionary form of digital property and financial technology. - Education is Bitcoin's biggest barrier; redefining it as digital capital unlocks universal acceptance. - Gold's historical failures in time and space highlight Bitcoin's role as a superior reserve asset. - Bitcoin's fixed scarcity mirrors finite real estate, creating unparalleled value in cyberspace. - Mislabeling Bitcoin as "currency" alienates traditional institutions; "property" reframes it constructively. - Bitcoin's adoption aligns with economic instability, acting as a hedge against global debt crises. - Bitcoin integrates liquidity and permanence, offering unmatched utility as a corporate capital asset. - Bitcoin's decentralization reshapes wealth storage, transferring power from centralized entities to individuals. - Bitcoin's 40%+ annual returns redefine investment strategies, outperforming traditional asset classes. - Reframing Bitcoin as "digital property" transforms its perception from disruptive to indispensable. # QUOTES: - "Bitcoin is the greatest city in cyberspace, limited to 21 million blocks." - "Gold doesn't work in time or space; Bitcoin fixes both." - "The first country to print currency and buy Bitcoin wins." - "Bitcoin is digital property, the Manhattan of cyberspace." - "A 2% inflation rate means gold loses 88% of its value in a century." - "Bitcoin is a universal good, like digital communication or electricity." - "Bitcoin as digital capital addresses a $100-400 trillion market." - "No billionaire made their fortune investing in gold; Bitcoin is the upgrade." - "Bitcoin is the store of value element of money, not a replacement currency." - "MicroStrategy grew its market cap 20x by embracing Bitcoin as a treasury asset." - "Describing Bitcoin as 'currency' triggers resistance; 'property' resonates universally." - "Bitcoin is a lever to move the financial world, a digital Archimedes' fulcrum." - "Bitcoin adoption is hindered by semantics, not economics or technology." - "Gold hyperinflation collapsed empires; Bitcoin's zero inflation ensures stability." - "Bitcoin's liquidity makes it a superior corporate treasury asset." - "A $900 trillion global market holds just $1 trillion in Bitcoin today." - "Bitcoin integrates permanence and liquidity, unlike traditional real estate." - "Bitcoin's narrative must shift from disruptive to constructive." - "Bitcoin offers the best capital return, outperforming S&P 500 and T-bills." # HABITS: - Invest time rigorously—1,000+ hours—to deeply understand Bitcoin's mechanics and potential. - Frame Bitcoin discussions around its value as digital property, avoiding polarizing semantics. - Continuously educate others on Bitcoin's benefits to overcome barriers to adoption. - Leverage Bitcoin's liquidity for corporate balance sheet optimization and shareholder value. - View Bitcoin investments as long-term, akin to acquiring Manhattan property decades ago. - Avoid storing wealth in depreciating assets like T-bills; choose appreciating ones like Bitcoin. - Diversify holdings but recognize Bitcoin as a superior digital asset for wealth storage. - Advocate for Bitcoin's role in solving global financial inefficiencies with clarity and focus. - Approach Bitcoin as technology, not ideology, to foster broader acceptance. - Embrace Bitcoin as a scalable, inflation-resistant treasury asset for corporate and national growth. # FACTS: - Bitcoin has a fixed supply of 21 million units, ensuring scarcity and value preservation. - Gold's 2% annual inflation rate erodes 88% of wealth over a century. - Global debt surpasses $300 trillion, highlighting fiat's unsustainability. - Bitcoin's annual return exceeds 40%, outperforming T-bills and the S&P 500. - MicroStrategy's Bitcoin strategy increased its market cap by 20x in 44 months. - Bitcoin's current market represents 0.1% of global wealth ($900 trillion). - Governments spent billions on gold, ignoring Bitcoin's superior treasury potential. - Bitcoin facilitates daily settlements among 10,000 entities, unlike centralized gold reserves. - No developed nation has recovered from debt-to-GDP ratios above 130%. - Bitcoin's zero inflation contrasts with fiat's inevitable devaluation over time. - Bitcoin adoption parallels historical adoption curves of transformative technologies. - Bitcoin miners and ETFs are accumulating, signaling institutional confidence. - The U.S. dollar has lost 99.9% of its value over the past century. - El Salvador embraced Bitcoin despite lacking its own currency. - Bitcoin is a $100-400 trillion addressable market as digital capital. # REFERENCES: - Satoshi Nakamoto's Bitcoin White Paper - MicroStrategy's Bitcoin adoption strategy - Archimedes' principle as an analogy for Bitcoin's transformative potential - Historical examples: Spanish gold inflation, Roman hyperinflation under Caesar - JP Morgan's statement: "Gold is money; everything else is credit." - Bitcoin miners' accumulation trends - Russell 2000 companies' financial stagnation and Bitcoin potential - Manhattan as an analogy for Bitcoin's finite digital property value - Global central banks' gold purchases # ONE-SENTENCE TAKEAWAY Bitcoin, as digital property and capital, offers unparalleled financial transformation, outperforming traditional assets while addressing global economic challenges. # RECOMMENDATIONS: - Define Bitcoin as digital property to gain acceptance across diverse audiences and institutions. - Emphasize Bitcoin's role as a superior treasury asset over gold for long-term wealth preservation. - Educate stakeholders rigorously to overcome misconceptions and semantic barriers about Bitcoin. - Advocate Bitcoin adoption for corporations to optimize balance sheets and shareholder value. - Highlight Bitcoin's liquidity and permanence compared to traditional property investments. - Position Bitcoin as a hedge against fiat devaluation and global debt crises. - Encourage governments to print currency or issue debt to acquire Bitcoin strategically. - Promote Bitcoin as a scalable, inflation-resistant solution for global financial inefficiencies. - Frame Bitcoin as digital capital to unlock its $100-400 trillion market potential. - Showcase Bitcoin's transformative corporate impact, like MicroStrategy's 20x market cap growth. - Advocate for Bitcoin in financial education to demystify its economic and technological value. - Highlight Bitcoin's superiority to gold in both time and space dimensions. - Encourage small and midsize companies to adopt Bitcoin for competitive advantage. - Reframe Bitcoin's narrative from disruptive to constructive to foster broader acceptance. - Compare Bitcoin's adoption to historical technological revolutions like electricity and the internet.

I zap therefore I am…not the product. Create value directly and pay for value directly. This is the way.

Market Disruptors Mark Moss & Cory Klippsten @Swan Bitcoin #bitcoin #btc Obsidian Markdown Notes: # SUMMARY Cory Klippsten, CEO of Swan Bitcoin, discusses Bitcoin's impact on finance, corporate strategies, institutional adoption, and the potential for national Bitcoin reserves. # IDEAS: - Bitcoin doesn't need to replace the dollar to succeed; it pulls value from other assets. - Incremental wealth storage in Bitcoin can expand its market without competing with other asset classes. - Companies with steady cash flow but low growth are ideal for leveraging strategies to buy Bitcoin. - Leveraged Bitcoin Equities (LBE) resemble leveraged buyouts (LBOs) of the 1980s in unlocking capital structures. - The use of convertible bonds for Bitcoin-related strategies is creating exclusivity among financial players. - Bitcoin's potential to become the second-largest asset class behind real estate by 2050 is plausible. - The U.S. holding confiscated Bitcoin as a strategic reserve has a high likelihood of occurring. - Sovereign nations may be waiting for the U.S. to act on Bitcoin before openly adopting it. - Institutional adoption of Bitcoin is accelerating as competition compels participation. - Bitcoin's role as collateral is reshaping traditional financial strategies and balance sheets. - Publicly listed companies are declining while private equity and venture capital are rising. - Bitcoin can provide businesses with growth options without needing private equity. - The reflexive nature of Bitcoin leveraging strategies could lead to market mania cycles. - Bitcoin expands the total addressable market (TAM) for store-of-value assets. - The U.S. government holding Bitcoin would not signal the end of the dollar. - Historical shifts, like the gold standard adoption, show how nations quickly align on competitive advantages. - Bitcoin mining and energy-intensive industries are finding synergies for operational efficiency. - Institutional adoption seeds were planted in 2013 and are now flourishing in 2020-2030. - Convertible bonds are a critical tool for enabling leveraged Bitcoin strategies. - The Federal Reserve cannot own Bitcoin under current laws, but the Treasury could. - Bitcoin's role in sovereign strategies mirrors historical arms and space races among nations. - Bitcoin rewards credit cards are gaining traction, offering an alternative to cash or miles back. - The competitive nature of Wall Street is dragging institutions into Bitcoin-related strategies. - Commodities-focused investment banks are exploring Bitcoin due to client and LP interest. - Bitcoin doesn't need to demonetize gold or real estate to grow; it can absorb incremental profits. - Sovereign wealth funds and nations may be coordinating their Bitcoin strategies. # INSIGHTS: - Bitcoin as collateral is transforming corporate finance by enabling new, leverage-based growth strategies. - Leveraged Bitcoin Equities (LBE) could become a major corporate category akin to LBOs in the 1980s. - Institutional Bitcoin adoption is driven by competitive pressures rather than voluntary participation. - Bitcoin's growth doesn't require competition with other assets; it expands the store-of-value market. - Nations' adoption of Bitcoin could spark a global financial "arms race" for dominance. - Historical patterns suggest that shifts in asset standards, like Bitcoin, can align nations rapidly. - The U.S. holding confiscated Bitcoin could set a precedent for sovereign Bitcoin reserves. - Bitcoin mining and energy industries are naturally aligning for mutual efficiency and cost benefits. - Convertible bonds are emerging as the financial instrument of choice for Bitcoin-leveraged strategies. - Bitcoin's rise is forcing traditional finance to adapt, creating new market dynamics. # QUOTES: - "Bitcoin does not kill the dollar; Bitcoin pulls value from other store value assets." - "Bitcoin doesn't need to steal from other buckets of store value to hit $20 million a coin." - "Cash is king all over again because the cash can become Bitcoin." - "Incremental profits can be stored in Bitcoin incrementally without requiring competition." - "Leveraged Bitcoin Equities feel a lot like leveraged buyouts in the 1980s." - "If you're not in this trade, you're getting absolutely crushed publicly and embarrassed." - "This is the earliest of the early innings; there's really only one company executing it today." - "Bitcoin's growth doesn't signal the dollar's death; the dollar doesn't have to die for Bitcoin to succeed." - "The Federal Reserve can't own Bitcoin, but the Treasury holding it is plausible." - "The seeds of institutional Bitcoin adoption were planted in 2013 and are flourishing now." - "Bitcoin expands the TAM for store-of-value assets without directly competing with them." - "Sovereign wealth funds are positioning for Bitcoin but may wait for the U.S. to act first." - "Wall Street competition is dragging institutions into Bitcoin strategies, kicking and screaming." - "Bitcoin mining companies are finding synergies with energy-intensive industries for cost offsets." - "Historical shifts, like the gold standard, show how nations align on competitive advantages." # HABITS: - Evaluate balance sheets regularly to determine optimal leverage strategies for growth. - Accumulate Bitcoin systematically as part of a corporate treasury strategy. - Consult with financial experts to explore Bitcoin's applicability to business operations. - Stay informed about evolving financial instruments like convertible bonds for Bitcoin strategies. - Network with industry professionals to share insights on Bitcoin adoption and strategies. - Host events to educate and engage stakeholders on Bitcoin-related financial opportunities. - Regularly review and adjust corporate rules around Bitcoin treasury accumulation. - Monitor global Bitcoin adoption trends among institutions and sovereign entities. - Use historical financial shifts as frameworks to understand Bitcoin's growth trajectory. - Leverage synergies between Bitcoin mining and energy-intensive operational sectors. # FACTS: - The U.S. government holds over 200,000 confiscated Bitcoin coins in custody. - Leveraged buyouts (LBOs) revolutionized corporate finance in the 1980s. - Publicly listed companies are declining, while private equity and venture investments are rising. - Convertible bonds are critical for executing leveraged Bitcoin equity strategies. - Bitcoin's total addressable market (TAM) can grow without competing with other assets. - Nations historically adopted the gold standard in rapid, coordinated shifts during the 1800s. - Institutional Bitcoin adoption significantly accelerated post-2020 due to competitive pressures. - Sovereign wealth funds are positioning for Bitcoin but avoiding front-running the U.S. - Bitcoin mining companies are leveraging energy-intensive operations for cost efficiencies. - The Federal Reserve is legally restricted from owning Bitcoin, unlike the U.S. Treasury. # REFERENCES: - Swan Bitcoin Rewards Credit Card. - MicroStrategy's Leveraged Bitcoin Equity Playbook. - Bitcoin Mina Conference Presentation. - Historical adoption of the gold standard. - Convertible bonds as financial instruments. - UAE Bitcoin acquisition rumors. - CBO projections for store-of-value asset growth. - Marathon and Riot Blockchain strategies. - U.S. government confiscated Bitcoin holdings. # ONE-SENTENCE TAKEAWAY Bitcoin's transformative role in finance and global strategy is reshaping corporate, institutional, and sovereign approaches to value storage and growth. # RECOMMENDATIONS: - Expand knowledge of Bitcoin's financial strategies through focused, curated study materials. - Explore leveraging cash flow to acquire Bitcoin as a long-term growth strategy. - Consider adopting convertible bonds for executing Bitcoin-leveraged strategies. - Monitor global trends in sovereign Bitcoin reserves and institutional adoption. - Evaluate the role of Bitcoin in corporate treasury strategies to diversify assets. - Collaborate with financial experts to integrate Bitcoin into business operations. - Stay informed about Bitcoin's impact on traditional financial market dynamics. - Leverage Bitcoin mining synergies in energy-intensive industries for cost efficiencies. - Host educational events to promote Bitcoin adoption among stakeholders. - Use historical financial shifts as a framework to predict Bitcoin's trajectory. - Advocate for policy changes to accommodate Bitcoin's role in national reserves. - Align corporate strategies with Bitcoin's expanding total addressable market. - Adopt a low time preference mindset for long-term Bitcoin investment success. - Engage with investment banks to explore Bitcoin-focused financial verticals. - Position businesses to benefit from Bitcoin's incremental market expansion.

Capt. Bitcoin says “Only trade your Bitcoin when you have nothing else to trade.” @HODL #stackharder #bitcoin #btc