WOLF Bitcoin
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🚨 Lyn Alden ON WHY NOTHING STOPS THE DEBT SPIRAL: "Congress going to say, 'The 10-year is over 5%, maybe we should trim defense spending or reform Social Security and Medicare?' It's not gonna happen. There's no political will to do that. Less than 1% chance. Negligible." On how it plays out instead: "If the Treasury market ever breaks, instead of Congress doing anything, the Fed steps in. They kind of have to because financial stability and moderate long-term yields are part of their mandate. Congress isn't doing it because the people don't really want it. They want a balanced budget in theory. But do you want to cut this, this, and this, or raise your taxes? 'Well, no.'" On the historical endpoint: "The end game for highly indebted governments, nearly 100% of the time, ends with financial repression, trying to inflate that debt away, and impairing cash and bondholders. Whether it's the central bank doing it, whether it's the Treasury doing it, whether they take turns, these are the types of things you see when you start getting over 100% debt to GDP and no realistic austerity anywhere near the horizon."
WOLF Bitcoin160,807 views • 4 days ago
RAOUL PAL SAYS BLOCKCHAIN, NOT CRYPTOCURRENCY, IS THE REAL INNOVATION He sees crypto evolving into the infrastructure layer for a machine-driven financial system: - Bitcoin bitcoin:native is the scarce savings asset, while Solana $SOL and Ethereum $ETH are programmable networks built for smart contracts - Robinhood $HOOD, the DTCC and futures exchanges are moving toward blockchain because it is faster, cheaper and more efficient - Meme coins show how quickly attention can mobilize capital, with the Trump token $TRUMP reaching roughly $10 billion in value within hours
WOLF Bitcoin48,734 views • 7 days ago
🚨 $BMNR CHAIRMAN TOM LEE ON WHAT BITMINE BUILT DURING CRYPTO WINTER: "We proved we are long-term committed because we bought Ethereum for 60 weeks straight. We never had to sell it and we're not in a position where we'd ever be forced to sell it." On supporting the ecosystem: "We funded the $ETH Ethereum Foundation spinoffs with Roadway so they can execute their plans without worrying about fundraising." On his role in the Ethereum community: "Principally the success of my career on Wall Street for 30 years has been outlining multi-year theories and views for investors. If those are gonna be useful in Ethereum, we will gladly continue to play that role. We wanna make sure no one leaves the ecosystem for the wrong reasons. We also wanna make sure we're telling the right story to make sure enterprises use Ethereum." 60 consecutive weeks of ETH purchases through the worst bear market in years. No forced selling. No flinching. That is what conviction actually looks like.
WOLF Bitcoin32,117 views • 5 days ago
🇺🇸 VP JD VANCE ON THE CLARITY ACT AND WHERE THE VOTES STAND: "I was actually hopeful it would clear the Senate before the August recess. We certainly think we're gonna get a vote on it. There are a couple of senators on the GOP side who are holding out, and also a couple of Democrats who are stalling this thing." On why it matters: "What the innovators are telling us now is that the industry is mature enough, that we need some clear rules. It's a bit of a Wild West out there. And actually, what that allowed was for the Biden administration to go after our innovators because there weren't clear rules." His read: "We're working on it every day. I feel good about it." The Vice President just confirmed what nobody else has said publicly: a few Republicans are also holding out, not just Democrats. September 15th. 2:00 PM. The vote is set. Now we know the full picture of who still needs to move.
WOLF Bitcoin44,020 views • 22 days ago
THE CEO OF A BITCOIN MINING COMPANY JUST SAID BITCOIN'S DAY AS MONEY IS OVER Bitcoin bitcoin:native still works as a store of value, but he's pivoting MARA $MARA toward AI: - Bitcoin remains valuable as an asset held outside central control, portable, unless authorities shut off conversion to cash - MARA isn't accumulating more Bitcoin right now, since most miners are mining at a loss and he won't dilute shareholders to fund it - He's not less excited about Bitcoin, he's just moved it into a different box: his fiduciary duty is to convert MARA's land and power into AI, which delivers a much higher return
WOLF Bitcoin87,950 views • 1 month ago
🇺🇸 ERIC TRUMP ON WHY CRYPTO WINS THE PAYMENTS RACE: "We transferred something like $300 million. I think our total cost to transfer that Bitcoin was like 27 cents. It hit the wallet like two seconds later." On why traditional banking is slow by design: "Think about the loss of revenue for a company associated with having your money sitting in an escrow account with JP Morgan for a 72 to 96-hour long weekend while it settles. If I was JP Morgan and I could take in people's money, have it sit there over a weekend, clip interest on it, of course the banking industry loves that. They're not handing the 4% interest they're clipping to the end consumer." His conclusion: "That's why cryptocurrency is gonna win. We're already winning. I think the argument is lost for anybody who says traditional banking is here to stay. It's just not."
WOLF Bitcoin19,887 views • 16 days ago
MIKE NOVOGRATZ: BITCOIN'S ENTIRE VALUE COMES DOWN TO ONE THING, TRUST The Galaxy Digital $GLXY founder says the story hasn't broken, even in a boring year for crypto: - Bitcoin $BTC is a story built on trust: if you trust me and I trust you, we trust this ecosystem and store our wealth there, and for a core group that trust hasn't eroded - It's the most stable of all cryptos because it has the biggest community - He thinks it holds 60,000, and puts it at 60-40 that the Clarity Act passes, which would push it higher
WOLF Bitcoin49,602 views • 2 months ago
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 views • 3 months ago
🚨 JORDI VISSER ON ONE OF THE MOST COUNTERINTUITIVE STATISTICS IN MARKETS RIGHT NOW: "Micron is trading at four times Bitcoin's volatility. Think about that." The numbers: "60-day realized volatility for Bitcoin just finished at 24. Micron, 120." What that means practically: "You can't own as much Micron as you can Bitcoin right now because it's less volatile. The whole world has gone topsy-turvy." His conclusion: "What that says to me is Bitcoin is a safer investment than a company three years from now. Because of that, you have to question how your portfolio is invested."
WOLF Bitcoin11,699 views • 15 days ago
🚨 LYN ALDEN ON WHY AI BECAME BITCOIN'S BIGGEST COMPETITOR FOR CAPITAL "It used to be that Bitcoin was the fastest horse in the race. Then Nvidia, RAM stocks, AI companies. If you want high returns, AI is now an option." "Obviously you can't self-custody it, it doesn't have the same properties. But from a pure portfolio allocation standpoint it has been a pretty big competitor." On AI agents and payments: stablecoins win short-term working capital. Bitcoin wins longer-term storage and censorship-resistant payments. "Multiple types of money for multiple types of purposes." The most honest assessment of $BTC vs AI as a capital destination you'll hear.
WOLF Bitcoin62,221 views • 3 months ago
🚨 FUNDSTRAT'S TOM LEE JUST DROPPED A BITCOIN STAT THAT WILL CHANGE HOW YOU THINK ABOUT HOLDING Most people are not prepared for what the math actually shows. Here's what he said: "Bitcoin has the best compounded annual return of any asset over the past 10 years or even the past 15 years. But what's interesting is if you exclude the 10 best days for each year in Bitcoin, you'd actually be down 27% per year." Then he landed it: "All the gains in Bitcoin basically come down to 10 days." 10 days per year out of 365. The entire case for holding Bitcoin is basically the case for not selling it.
WOLF Bitcoin27,574 views • 2 months ago
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 Bitcoin32,646 views • 3 months ago
🚨 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 Bitcoin27,005 views • 3 months ago
