
WOLF Bitcoin
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CHARLES SCHWAB DIRECTOR OF EQUITY RESEARCH ON WHY BITCOIN IS LAGGING RIGHT NOW: "Bitcoin is a hedge against uncertainty. And I think the market right now is very certain about one thing: AI will absorb the next decade of capital, earnings growth, power demand, semiconductor demand, everything. And so the attention is shifting there." That is the whole explanation in two sentences. Bitcoin thrives when the future is unclear. Right now the market thinks it knows exactly what the next decade looks like. AI wins. Everything else waits. The moment that certainty cracks, Bitcoin is the first place uncertain capital runs. Uncertainty is not gone. It is just temporarily overshadowed.
WOLF Bitcoin71,242 görüntüleme • 1 ay önce

🚨 BILLIONAIRE ANTHONY SCARAMUCCI WITH HIS MOST SPECIFIC BITCOIN CALL YET: "If you study the hash rate and you study the miner economics, this should recover in the 4th quarter of 2026, and we should be in a rising market in 2027." Hash rate: measures the computing power securing the Bitcoin network. When it recovers after miner capitulation, price historically follows. Miner economics: when the least efficient miners shut down at current prices, supply tightens. The cost floor becomes the price floor. Charles Schwab's research desk put the efficient miner production cost at $60,000. The network is near that floor right now. Scaramucci has been investing for 38 years. He is watching the same data the miners are watching. Q4 2026. Rising market in 2027. Mark the date.
WOLF Bitcoin26,908 görüntüleme • 19 gün önce

ANTHONY POMPLIANO ON HIS PERSONAL BITCOIN STRATEGY: "I've always believed that when I buy things, I try really hard never to sell them. There is nothing you're going to do to convince me to sell my Bitcoin." Not a price target. Not a time horizon. Not a thesis condition. Just never. The investors who built generational wealth did not have exit strategies for their best assets. They had conviction strategies. Pompliano is not waiting for $1M to sell. He is not waiting for anything. That is a different relationship with an asset than most people have ever had with anything.
WOLF Bitcoin32,632 görüntüleme • 28 gün önce

Michael Saylor said "In a bank account, I'm getting paid 3.5%, it's taxable & Gov keeps half. OR $STRC gets me 11.25% & US Gov can't tax. The risk? $BTC might go to zero forever, and you have to trust $MSTR & we will raise $1B a week if necessary."
WOLF Bitcoin73,503 görüntüleme • 4 ay önce
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