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Andrew on why only 2% will actually self custody their Bitcoin in 3-4 years "Nobody holds stock certificates at their house or in a vault. Why does nobody do that? One, it's custodial and insurance and all that stuff. But also, it's difficult to lend against those pieces of...

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The Wolf Of All Streets

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68,902 просмотров • 1 месяц назад •via X (Twitter)

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SIMON DIXON: "We need people running nodes, owning their Bitcoin in self custody, people that aren't borrowing against their Bitcoin through a centralized structure, people that are going to support different types of innovation that allow for privacy." "It's still the most decentralized thing we have... I know it will succeed because... It's an escape for elites that still want it as well." "Do you want to fund death, destruction, war, violence and fund the proof of weapons network, which is Bitcoin in custody?... Or do you want to actually boycott, make the system weaker and at least have a corner of the world that's working on allowing people to be sovereign? Because the only countries that are going to survive in this multipolar world order and not be vassalized into the Financial Industrial Complex are the countries that have sovereign wealth." "Most of you will be useful idiots that will give more power to the financial industrial complex on the wrong side of a margin call mining fiat currency while they take your Bitcoin and use it as leverage to destroy your pension, bomb more countries and you work for transnational capital."
4:51

SIMON DIXON: "We need people running nodes, owning their Bitcoin in self custody, people that aren't borrowing against their Bitcoin through a centralized structure, people that are going to support different types of innovation that allow for privacy." "It's still the most decentralized thing we have... I know it will succeed because... It's an escape for elites that still want it as well." "Do you want to fund death, destruction, war, violence and fund the proof of weapons network, which is Bitcoin in custody?... Or do you want to actually boycott, make the system weaker and at least have a corner of the world that's working on allowing people to be sovereign? Because the only countries that are going to survive in this multipolar world order and not be vassalized into the Financial Industrial Complex are the countries that have sovereign wealth." "Most of you will be useful idiots that will give more power to the financial industrial complex on the wrong side of a margin call mining fiat currency while they take your Bitcoin and use it as leverage to destroy your pension, bomb more countries and you work for transnational capital."

Simply Bitcoin

35,186 просмотров • 4 месяцев назад

GEORGE BODINE: “The biggest thing you can do to protect yourself and the network is to run a node, use something that allow allows you to be sovereign and take self custody of your Bitcoin.” “Get it off of exchanges.” “The only thing you should strive for is self custody. And if you do that, that is the best defense that we have against the securitization of Bitcoin.”
0:41

GEORGE BODINE: “The biggest thing you can do to protect yourself and the network is to run a node, use something that allow allows you to be sovereign and take self custody of your Bitcoin.” “Get it off of exchanges.” “The only thing you should strive for is self custody. And if you do that, that is the best defense that we have against the securitization of Bitcoin.”

Simply Bitcoin

12,906 просмотров • 5 месяцев назад

So, does it matter that Bitcoin seems to be moving away from its cypherpunk roots? Bitcoin ETFs and Bitcoin Treasuries have taken BTC mainstream. So I asked Saifedean Ammous this very question. His answer might surprise you... 👀👇 "If you have very strong feelings about how people should and shouldn't use Bitcoin, you're in for a rough time." "To be honest, a lot of people project too much onto Bitcoin. Ultimately, it's just a bunch of software and anybody can use it in any way they want. Initially, it's a small subset of people that use it and then they start projecting their values onto it. And then over time, they expect it to continue to abide by that," Ammous said. "If it's a successful technology, it's going to be used by everybody. It's going to be used by small businesses, large businesses, governments, individuals. It's money. Everybody uses money. There are 8.5 billion people on Earth, they all use money and they're all going to continue to use money. And Bitcoin is just the best money." Ultimately, the protocol itself is immune to the financial instruments that TradFi has concocted. If people want to lend against their BTC or create complex financial products, that does not actually impact the underlying network. "The way that the protocol works is that it's completely blind to what you're doing with your coins on the Bitcoin blockchain there is no paper Bitcoin there's no such thing as paper Bitcoin there's only 21 million Bitcoin and every node makes sure of that every 10 minutes and then if somebody who has some of these Bitcoin on their private key decides to sell obligations or financial liabilities referring to that Bitcoin under any condition, that's their choice. It's outside of Bitcoin and it's outside of the realm of other Bitcoin users being able to say this is right or wrong and this should happen or shouldn't happen. People are going to do whatever they want with the Bitcoin, including selling access to it or exposure to it in all kinds of different ways. And if you don't like it, you don't buy it, you can stack your own Bitcoin." You can find the full interview for Cointelegraph in the 🧵. If you enjoyed this content, please like 🧡, retweet 🔁 and follow me 👋!
1:57

So, does it matter that Bitcoin seems to be moving away from its cypherpunk roots? Bitcoin ETFs and Bitcoin Treasuries have taken BTC mainstream. So I asked Saifedean Ammous this very question. His answer might surprise you... 👀👇 "If you have very strong feelings about how people should and shouldn't use Bitcoin, you're in for a rough time." "To be honest, a lot of people project too much onto Bitcoin. Ultimately, it's just a bunch of software and anybody can use it in any way they want. Initially, it's a small subset of people that use it and then they start projecting their values onto it. And then over time, they expect it to continue to abide by that," Ammous said. "If it's a successful technology, it's going to be used by everybody. It's going to be used by small businesses, large businesses, governments, individuals. It's money. Everybody uses money. There are 8.5 billion people on Earth, they all use money and they're all going to continue to use money. And Bitcoin is just the best money." Ultimately, the protocol itself is immune to the financial instruments that TradFi has concocted. If people want to lend against their BTC or create complex financial products, that does not actually impact the underlying network. "The way that the protocol works is that it's completely blind to what you're doing with your coins on the Bitcoin blockchain there is no paper Bitcoin there's no such thing as paper Bitcoin there's only 21 million Bitcoin and every node makes sure of that every 10 minutes and then if somebody who has some of these Bitcoin on their private key decides to sell obligations or financial liabilities referring to that Bitcoin under any condition, that's their choice. It's outside of Bitcoin and it's outside of the realm of other Bitcoin users being able to say this is right or wrong and this should happen or shouldn't happen. People are going to do whatever they want with the Bitcoin, including selling access to it or exposure to it in all kinds of different ways. And if you don't like it, you don't buy it, you can stack your own Bitcoin." You can find the full interview for Cointelegraph in the 🧵. If you enjoyed this content, please like 🧡, retweet 🔁 and follow me 👋!

Gareth Jenkinson

34,417 просмотров • 10 месяцев назад

Former BlackRock fund manager Ed Dowd: "The metals are telling you that there's uncertainty out there and a lack of trust... [and] that gold and silver are going to be part of the new monetary system... [so] gold and silver are the trade and not Bitcoin so much." This clip of Dowd (Edward Dowd), who is also the founder of Phinance Technologies, is taken from a discussion with Michael Farris (Michael Farris) posted to YouTube on January 13, 2026. ---------------Partial transcription of clip--------------- "The metals are telling you that there's uncertainty out there and a lack of trust. I think the big, the moves in gold and silver are really discounting a lack of trust and fear of what is coming and what it's going to look like. And, and also it's also telling you that gold and silver are going to be part of the new monetary system. "And Bitcoin, interestingly enough, has stalled out. It's down 20% since October, the high in October and Bitcoin is barely up today. So, you know, there was always this thesis around Bitcoin that when when there's a new monetary system comes, it's going to, it's going to be protection against, you know, any of that kind of uncertainty. It's increasing. It's becoming increasingly obvious to me that gold and silver are the trade and not Bitcoin so much. "And Bitcoin, unfortunately, is very highly correlated to the Nasdaq and it's disconnected from the Nasdaq. The Nasdaq and Bitcoin have disconnected temporarily. Generally speaking, they're highly correlated. So what does that say? Does that say Nasdaq is going to catch up down to Bitcoin or is Bitcoin going to rally back up? I think that the Nasdaq is going to go down to bitcoin. So that's where we are."
1:15

Former BlackRock fund manager Ed Dowd: "The metals are telling you that there's uncertainty out there and a lack of trust... [and] that gold and silver are going to be part of the new monetary system... [so] gold and silver are the trade and not Bitcoin so much." This clip of Dowd (Edward Dowd), who is also the founder of Phinance Technologies, is taken from a discussion with Michael Farris (Michael Farris) posted to YouTube on January 13, 2026. ---------------Partial transcription of clip--------------- "The metals are telling you that there's uncertainty out there and a lack of trust. I think the big, the moves in gold and silver are really discounting a lack of trust and fear of what is coming and what it's going to look like. And, and also it's also telling you that gold and silver are going to be part of the new monetary system. "And Bitcoin, interestingly enough, has stalled out. It's down 20% since October, the high in October and Bitcoin is barely up today. So, you know, there was always this thesis around Bitcoin that when when there's a new monetary system comes, it's going to, it's going to be protection against, you know, any of that kind of uncertainty. It's increasing. It's becoming increasingly obvious to me that gold and silver are the trade and not Bitcoin so much. "And Bitcoin, unfortunately, is very highly correlated to the Nasdaq and it's disconnected from the Nasdaq. The Nasdaq and Bitcoin have disconnected temporarily. Generally speaking, they're highly correlated. So what does that say? Does that say Nasdaq is going to catch up down to Bitcoin or is Bitcoin going to rally back up? I think that the Nasdaq is going to go down to bitcoin. So that's where we are."

Sense Receptor

136,648 просмотров • 8 месяцев назад

“I'm not a huge hater of the institutions. I wasn't a huge hater of altcoins. These institutional products are just kind of altcoins. People can go make their money. Go do your thing. But it's not Bitcoin. An ETF is not Bitcoin. With these centralized projects, you're not getting the core values of Bitcoin, the control, the censorship resistance, the privacy. You're putting it in a centralized wrapper, and if you put Bitcoin in a centralized wrapper, you lose everything that's good about it. It's not Bitcoin. It's just an affinity marketing thing. It's “Hey, you like Bitcoin, go buy my other project." Just like, "Hey you like bitcoin? Go buy my altcoin." It's not the same thing, and I think in many ways it's a step backwards. I don't hate these people, but they certainly shouldn't be celebrated. It's not forwarding our industry if we do treasury strategies, if we do ETFs, we cheer for BlackRock and Cantor. That's a step backwards. It's not something to be cheerful for. It's not a victory, in my opinion. A victory is having more people have direct ownership of real Bitcoin. We now have millions of people who've been onboarded into this fake paper thing that's a claim on a claim on a claim of something that has Bitcoin in the words, but it's not actually Bitcoin. They are never actually holding a wallet like many of us did back in 2012 where somebody sent us that first dollar and you say, "Wow, this is cool. I didn't need to give my ID and I'm able to control and hold this sound money for the first time." You now have a whole generation of millions of people that don't have that. They have some junk fiat product sitting like sludge on their centralized brokerage account at the centralized clearing firm, traded on a centralized exchange, with a centralized transfer agent, and a centralized custodian, and they have to trust six levels of people on a claim for something that has the word ‘Bitcoin’ in it. It's not a victory. It's not a step forward. I don't think it's something that should be celebrated at all.”
2:00

“I'm not a huge hater of the institutions. I wasn't a huge hater of altcoins. These institutional products are just kind of altcoins. People can go make their money. Go do your thing. But it's not Bitcoin. An ETF is not Bitcoin. With these centralized projects, you're not getting the core values of Bitcoin, the control, the censorship resistance, the privacy. You're putting it in a centralized wrapper, and if you put Bitcoin in a centralized wrapper, you lose everything that's good about it. It's not Bitcoin. It's just an affinity marketing thing. It's “Hey, you like Bitcoin, go buy my other project." Just like, "Hey you like bitcoin? Go buy my altcoin." It's not the same thing, and I think in many ways it's a step backwards. I don't hate these people, but they certainly shouldn't be celebrated. It's not forwarding our industry if we do treasury strategies, if we do ETFs, we cheer for BlackRock and Cantor. That's a step backwards. It's not something to be cheerful for. It's not a victory, in my opinion. A victory is having more people have direct ownership of real Bitcoin. We now have millions of people who've been onboarded into this fake paper thing that's a claim on a claim on a claim of something that has Bitcoin in the words, but it's not actually Bitcoin. They are never actually holding a wallet like many of us did back in 2012 where somebody sent us that first dollar and you say, "Wow, this is cool. I didn't need to give my ID and I'm able to control and hold this sound money for the first time." You now have a whole generation of millions of people that don't have that. They have some junk fiat product sitting like sludge on their centralized brokerage account at the centralized clearing firm, traded on a centralized exchange, with a centralized transfer agent, and a centralized custodian, and they have to trust six levels of people on a claim for something that has the word ‘Bitcoin’ in it. It's not a victory. It's not a step forward. I don't think it's something that should be celebrated at all.”

Bruce Fenton

23,882 просмотров • 10 месяцев назад

"The last big trade is usually the last big trade, not the next big trade" Mike McGlone on why he'd be short Bitcoin, gold and silver here "The key bias I'm looking at is the sentiment of people looking at the last big trade and not remembering that. That is, currency debasement, got to buy Bitcoin, got to buy gold. My headline tomorrow will be former studs turning to duds, they're complete duds right now." "You look at all that hiking priced in the market, 50 basis points, you don't want to buy risk assets in that environment." "Gold is the most highly correlated to the stock market almost ever with it going up, and we know Bitcoin is highly correlated. To me this is where the trading year of a lifetime might be kicking in." "The number one thing I'm worried about is copper. That's the one that looks to me just like Bitcoin and gold did a few months ago, it's ready to dump just like those did."
1:18

"The last big trade is usually the last big trade, not the next big trade" Mike McGlone on why he'd be short Bitcoin, gold and silver here "The key bias I'm looking at is the sentiment of people looking at the last big trade and not remembering that. That is, currency debasement, got to buy Bitcoin, got to buy gold. My headline tomorrow will be former studs turning to duds, they're complete duds right now." "You look at all that hiking priced in the market, 50 basis points, you don't want to buy risk assets in that environment." "Gold is the most highly correlated to the stock market almost ever with it going up, and we know Bitcoin is highly correlated. To me this is where the trading year of a lifetime might be kicking in." "The number one thing I'm worried about is copper. That's the one that looks to me just like Bitcoin and gold did a few months ago, it's ready to dump just like those did."

The Wolf Of All Streets

34,545 просмотров • 1 месяц назад

"Bitcoin's probably going towards 10,000, and we need to get MicroStrategy Saylor stopped out. There's only one thing that matters for him right now, Bitcoin has to go up" Mike McGlone on why crypto is in a severe bear market that's just getting started "Cryptos are in a severe, serious bear market and it should continue. Part of it is because we've got a lot of smart people who are not seeing the forest through the trees. The number one thing is rapidly advancing technology, which is bearish because there's an unlimited supply of cryptos" "Now we have to purge those, and we're just getting started. Bitcoin's just one of them. The fact that it's done what it's done this year is a good indication it's probably going towards 10,000" "There's only one thing that matters for Saylor right now, Bitcoin has to go up. And it's going down despite the stock market going up"
0:41

"Bitcoin's probably going towards 10,000, and we need to get MicroStrategy Saylor stopped out. There's only one thing that matters for him right now, Bitcoin has to go up" Mike McGlone on why crypto is in a severe bear market that's just getting started "Cryptos are in a severe, serious bear market and it should continue. Part of it is because we've got a lot of smart people who are not seeing the forest through the trees. The number one thing is rapidly advancing technology, which is bearish because there's an unlimited supply of cryptos" "Now we have to purge those, and we're just getting started. Bitcoin's just one of them. The fact that it's done what it's done this year is a good indication it's probably going towards 10,000" "There's only one thing that matters for Saylor right now, Bitcoin has to go up. And it's going down despite the stock market going up"

The Wolf Of All Streets

171,087 просмотров • 3 месяцев назад

Matthew Kratter of Bitcoin University on being self sovereign with Bitcoin: "The Michael Saylor followers right now who think that they're somehow Bitcoiners when they own a preferred stock that sits in their brokerage account and can be censored at any time... There's operational risks with that and there's leverage risks. And the actual Bitcoin that secures the assets of the balance sheet of the company is sitting at various custodians." "Having things in centralized places, having Bitcoin IOUs or anything like this is a big mistake." "If you don't know how to move Bitcoin around, if you don't know how to send it on-chain... you're going to be dependent on larger services. And the risk is that those don't even have the Bitcoin that they say that they do."
2:11

Matthew Kratter of Bitcoin University on being self sovereign with Bitcoin: "The Michael Saylor followers right now who think that they're somehow Bitcoiners when they own a preferred stock that sits in their brokerage account and can be censored at any time... There's operational risks with that and there's leverage risks. And the actual Bitcoin that secures the assets of the balance sheet of the company is sitting at various custodians." "Having things in centralized places, having Bitcoin IOUs or anything like this is a big mistake." "If you don't know how to move Bitcoin around, if you don't know how to send it on-chain... you're going to be dependent on larger services. And the risk is that those don't even have the Bitcoin that they say that they do."

Simply Bitcoin

20,525 просмотров • 4 месяцев назад

If Bitcoin keeps going down, will MicroStrategy end up like FTX? Pio and Kaleo discuss the future of MicroStrategy. Pio: "Do you realistically think that $MSTR is going to have to sell 50,000 Bitcoin in the next two years?" Kaleo: "More, and I think it's their best option. They have made it their clear mission that they want to increase net Bitcoin, but what does that necessarily do to create value for $MSTR holders?" "I just think it's reckless right now, the way that $MSTR and the other assets are being advertised... MSTR is amplified Bitcoin... it's just a fancy word for saying it's leveraged." "You can also lose a lot more on the way down... they can't get rid of those dividends unless they buy $STRC back... the obligations accrue; they don't go away." "Look at what happened with FTX. Did anybody think that Bitcoin was going to go back down to 16k?... No. As Bitcoin price goes down, the MSTR compression of their multiple continues to go down."
4:40

If Bitcoin keeps going down, will MicroStrategy end up like FTX? Pio and Kaleo discuss the future of MicroStrategy. Pio: "Do you realistically think that $MSTR is going to have to sell 50,000 Bitcoin in the next two years?" Kaleo: "More, and I think it's their best option. They have made it their clear mission that they want to increase net Bitcoin, but what does that necessarily do to create value for $MSTR holders?" "I just think it's reckless right now, the way that $MSTR and the other assets are being advertised... MSTR is amplified Bitcoin... it's just a fancy word for saying it's leveraged." "You can also lose a lot more on the way down... they can't get rid of those dividends unless they buy $STRC back... the obligations accrue; they don't go away." "Look at what happened with FTX. Did anybody think that Bitcoin was going to go back down to 16k?... No. As Bitcoin price goes down, the MSTR compression of their multiple continues to go down."

Fibonacci 🥷

40,287 просмотров • 3 месяцев назад

Not your keys, not your coins. The right to self-custody is a hallmark of Bitcoin and blockchain technology and a principle that I believe in 100%. The CFTC is committed to protecting the rights of blockchain users and software developers, while also protecting customers’ assets when they choose to rely upon a trusted party to custody or exchange their assets.
1:28

Not your keys, not your coins. The right to self-custody is a hallmark of Bitcoin and blockchain technology and a principle that I believe in 100%. The CFTC is committed to protecting the rights of blockchain users and software developers, while also protecting customers’ assets when they choose to rely upon a trusted party to custody or exchange their assets.

Mike Selig

82,245 просмотров • 4 дней назад

Is Saylor selling Bitcoin low only to buy it back higher with STRC? "Clearly selling Bitcoin is not a problem, and the fact that he's not buying is seemingly not a problem for the market either. But the thing I'm wondering now, and this remains open ended, is now that he's selling Bitcoin to buy STRC, what happens when STRC inevitably gets back to a hundred bucks and the old machine of using STRC to buy Bitcoin kicks back into motion?" "Are they actually going to be selling STRC to buy Bitcoin back at a higher price? Are we selling the lows on Bitcoin after buying the highs, only to buy that Bitcoin back higher with the very same instrument he's buying back? I'd say Michael Saylor here is in a bit of a pickle" "Having this not be the main narrative for crypto at the moment is really good news. Michael Saylor spent years turning dollars into Bitcoin. Now he's discovered there's a reverse button, and I don't love it"
0:59

Is Saylor selling Bitcoin low only to buy it back higher with STRC? "Clearly selling Bitcoin is not a problem, and the fact that he's not buying is seemingly not a problem for the market either. But the thing I'm wondering now, and this remains open ended, is now that he's selling Bitcoin to buy STRC, what happens when STRC inevitably gets back to a hundred bucks and the old machine of using STRC to buy Bitcoin kicks back into motion?" "Are they actually going to be selling STRC to buy Bitcoin back at a higher price? Are we selling the lows on Bitcoin after buying the highs, only to buy that Bitcoin back higher with the very same instrument he's buying back? I'd say Michael Saylor here is in a bit of a pickle" "Having this not be the main narrative for crypto at the moment is really good news. Michael Saylor spent years turning dollars into Bitcoin. Now he's discovered there's a reverse button, and I don't love it"

The Wolf Of All Streets

36,187 просмотров • 2 месяцев назад

Stop whatever you’re doing and pay attention: IF the US is being serious and decides to literally print $15T to “sell” to the open market in order to buy Bitcoin… and it starts “buying” Bitcoin -A FINITE CURRENCY- at the open market price You can cheat You can be smart Or You can be the first If the US does try to be the first… …to sell trillions of dollars… …with the openly stated mission of getting away from worthless paper and debt based currency… …to get a FINITE money that can only become more valuable over time… … …so, I’ll ask the question: why are so many in the markets still holding USD? Or, holding assets beholden to the USD? —If you know ***in advance*** the biggest player in the world is about to sell and needs Bitcoin ONLY… (Send this to all your Bitcoin friends and all your noncoiners. The clip is from the movie Margin Call, and the principal is the same)
2:29

Stop whatever you’re doing and pay attention: IF the US is being serious and decides to literally print $15T to “sell” to the open market in order to buy Bitcoin… and it starts “buying” Bitcoin -A FINITE CURRENCY- at the open market price You can cheat You can be smart Or You can be the first If the US does try to be the first… …to sell trillions of dollars… …with the openly stated mission of getting away from worthless paper and debt based currency… …to get a FINITE money that can only become more valuable over time… … …so, I’ll ask the question: why are so many in the markets still holding USD? Or, holding assets beholden to the USD? —If you know ***in advance*** the biggest player in the world is about to sell and needs Bitcoin ONLY… (Send this to all your Bitcoin friends and all your noncoiners. The clip is from the movie Margin Call, and the principal is the same)

Financial Physics

127,791 просмотров • 1 год назад

JUST IN: Michael Saylor says there are rumors that “a number of major banks” plan to buy bitcoin, custody bitcoin, issue credit and margin lines against bitcoin in the first half of 2026.
0:23

JUST IN: Michael Saylor says there are rumors that “a number of major banks” plan to buy bitcoin, custody bitcoin, issue credit and margin lines against bitcoin in the first half of 2026.

The ₿itcoin Therapist

115,019 просмотров • 11 месяцев назад

VanEck CEO Jan van Eck on CNBC: “There’s something else going on within the Bitcoin community that non-crypto people need to know about. And that is: ultimately, VanEck has been around before Bitcoin. We will walk away from Bitcoin if we think the thesis is fundamentally broken. We don’t right now, but you always have to look at the underlying technology and the crypto. What the Bitcoin community has been asking itself is: Is there enough encryption in Bitcoin, because quantum computing is coming? And secondly: Is there enough privacy in Bitcoin? And so a lot of Bitcoin OGs or maxis have been looking at Zcash. Zcash is a token. It’s sort of related to Bitcoin with a lot more privacy. The kind of garbage that we got about Bitcoin four years ago was: ‘It’s used for all bad illicit behavior.’ But now everyone kind of realizes that when you move money around on the Bitcoin blockchain, you can see it. You can see it move from one wallet to another. And a lot of people are looking for more privacy.”
1:00

VanEck CEO Jan van Eck on CNBC: “There’s something else going on within the Bitcoin community that non-crypto people need to know about. And that is: ultimately, VanEck has been around before Bitcoin. We will walk away from Bitcoin if we think the thesis is fundamentally broken. We don’t right now, but you always have to look at the underlying technology and the crypto. What the Bitcoin community has been asking itself is: Is there enough encryption in Bitcoin, because quantum computing is coming? And secondly: Is there enough privacy in Bitcoin? And so a lot of Bitcoin OGs or maxis have been looking at Zcash. Zcash is a token. It’s sort of related to Bitcoin with a lot more privacy. The kind of garbage that we got about Bitcoin four years ago was: ‘It’s used for all bad illicit behavior.’ But now everyone kind of realizes that when you move money around on the Bitcoin blockchain, you can see it. You can see it move from one wallet to another. And a lot of people are looking for more privacy.”

Arjun Khemani

595,695 просмотров • 10 месяцев назад

Mark Moss says balancing Bitcoin mining against HPC in one facility is the AI boom turning productive "When you understand the way technological revolutions work, about every 50 years we get one of these. We get this cluster of technology that all of a sudden gives us new building blocks to build this new world that we didn't have before. It's happened 6 times in the last 300 years." "You look at the way that the money gets in to fund these technological revolutions, and it sort of goes from speculative capital into productive capital. And I think we're starting to see signs of that rotation actually happening." "Everyone's like, these large scale LLM models, they're building all this and it's gonna be like the railroads, they're gonna go bankrupt. And there's typically that. We have that speculative capital that a lot of times doesn't have a return, unfortunately for those investors. But then the market moves to more productive investments." "That's what we're starting to see in the AI boom. It's maturing a little bit. The job reports that came in, the GDP numbers that are being forecasted, the durable orders that are coming through in manufacturing." "Not only is it capital that was put into the Bitcoin mining facilities, but now they're also providing the HPC. The way that Bitcoin and HPC work together in one facility is really interesting, because Bitcoin is this highly volatile, high beta asset where HPC is this low volatility but high performing asset. You're able to balance those things out." "Bitcoin and the Bitcoin network are what will power it. It's gonna be the building blocks to build the AI." "We have this agentic commerce that's building right now. McKinsey says it's gonna be 5 trillion dollars by 2030. And that's not only driving the profitability of the AI companies, the tokens are exploding, but then the ability to have Bitcoin and the Bitcoin rails for that to all move on."
2:12

Mark Moss says balancing Bitcoin mining against HPC in one facility is the AI boom turning productive "When you understand the way technological revolutions work, about every 50 years we get one of these. We get this cluster of technology that all of a sudden gives us new building blocks to build this new world that we didn't have before. It's happened 6 times in the last 300 years." "You look at the way that the money gets in to fund these technological revolutions, and it sort of goes from speculative capital into productive capital. And I think we're starting to see signs of that rotation actually happening." "Everyone's like, these large scale LLM models, they're building all this and it's gonna be like the railroads, they're gonna go bankrupt. And there's typically that. We have that speculative capital that a lot of times doesn't have a return, unfortunately for those investors. But then the market moves to more productive investments." "That's what we're starting to see in the AI boom. It's maturing a little bit. The job reports that came in, the GDP numbers that are being forecasted, the durable orders that are coming through in manufacturing." "Not only is it capital that was put into the Bitcoin mining facilities, but now they're also providing the HPC. The way that Bitcoin and HPC work together in one facility is really interesting, because Bitcoin is this highly volatile, high beta asset where HPC is this low volatility but high performing asset. You're able to balance those things out." "Bitcoin and the Bitcoin network are what will power it. It's gonna be the building blocks to build the AI." "We have this agentic commerce that's building right now. McKinsey says it's gonna be 5 trillion dollars by 2030. And that's not only driving the profitability of the AI companies, the tokens are exploding, but then the ability to have Bitcoin and the Bitcoin rails for that to all move on."

The Wolf Of All Streets

25,898 просмотров • 27 дней назад

PLEASE Help Spread This Message, They Are LYING TO YOU About The Lahaina, Maui Hawaii Fires Victims Maui Victim “WE ARE NOT OKAY” People Living Out Of Their Cars, No Shelters” “People that live here are the only ones that are helping at all” NO HELP From Our Own Government 🚨 “Okay, I don't really know how to start this, but I just wanted to spread the message to people on mainland about what's really going on here because the media isn't doing us any good at all. Um, we're not okay. We're not okay. Um, we are emotionally damaged. A lot of people are physically injured. A lot of people have lost their family members. Only 25% of the burn zone has been searched and there's already been 110 deaths and it hasn't been the high impact zone like we're fucked. There's over 1300 people without a roof over their head right now, me included. I'm lucky enough to have friends but all of us are fucked. They're putting us in 30 day like hotel stays in order to find everybody houses but in a place where it's hard enough to find housing and hard enough to find jobs as it is, now that there is more people looking for jobs and there is less houses available on the island, everybody's fucked. And the thing, the thing for me is that... There is this grand sense of community here, like nothing like I've ever seen before. The gay pride marches, Black Lives Matter protests. I have never seen so many people come together and give up their own beds for people that just lost their house. But that's the problem. It's that nobody else is doing anything. Nobody is helping. It's all kanaka. People that live are the only ones that are helping at all. People that live are the only ones that are helping at all that all of the people on mainland are doing anything wrong. It's not your fault, but the government helping it all. And nobody seems to have any idea what's going on over here. This is the biggest natural disaster. It's caused the most deaths in US history. Like isn't there more fucking going on? Like I've calmed down. I've talked to so many of my friends on mainland that quite literally have no idea that there is 1300 people packed in shelters and living out of their cars and having to move onto the streets and that aren't getting assistance and that aren't getting walked through these steps. They have no idea that the death count is so big. They have no idea that the majority of people that have perished are going to be the elderly and the children. They have no idea that our alarm system on this island is the biggest strongest in the entire nation. I think it might be the strongest in the whole world, but not a single fucking sign off. Why is this not bigger news? Like, our government fucked us, didn't give us any warning, we had to flee our houses, we lost fucking everything, and nobody knows. 1300 people are displaced right now and hundreds are fucking dead. Why does nobody know? And I'm sorry, I wanted to add one more thing. It's that this isn't like, a fast road. There's almost no recovering from this, especially not in a decade, maybe not in two. Who's to say? But our biggest industry over here is tourism, and now that our biggest tourist city burnt down, we are going to lose so many jobs. So many people are going to continue to lose their houses. People are going to have to sell their land to sources that they shouldn't, just because nobody's going to be able to afford anything. Like, this isn't... This isn't... a ball game. This... We're going to be working on this for decades, and we're going to need support for decades, and it's pretty obvious that... No one is gonna stick around and help. Nobody showed up in the first place, really. So, just spread the message. Yeah, it's sad, but spread it. DEWs, Direct Energy Weapons #Hawaii #Maui #MauiFires #Lahaina #LahainaFires #DEWs #DirectedEnergyWeapons
3:50

PLEASE Help Spread This Message, They Are LYING TO YOU About The Lahaina, Maui Hawaii Fires Victims Maui Victim “WE ARE NOT OKAY” People Living Out Of Their Cars, No Shelters” “People that live here are the only ones that are helping at all” NO HELP From Our Own Government 🚨 “Okay, I don't really know how to start this, but I just wanted to spread the message to people on mainland about what's really going on here because the media isn't doing us any good at all. Um, we're not okay. We're not okay. Um, we are emotionally damaged. A lot of people are physically injured. A lot of people have lost their family members. Only 25% of the burn zone has been searched and there's already been 110 deaths and it hasn't been the high impact zone like we're fucked. There's over 1300 people without a roof over their head right now, me included. I'm lucky enough to have friends but all of us are fucked. They're putting us in 30 day like hotel stays in order to find everybody houses but in a place where it's hard enough to find housing and hard enough to find jobs as it is, now that there is more people looking for jobs and there is less houses available on the island, everybody's fucked. And the thing, the thing for me is that... There is this grand sense of community here, like nothing like I've ever seen before. The gay pride marches, Black Lives Matter protests. I have never seen so many people come together and give up their own beds for people that just lost their house. But that's the problem. It's that nobody else is doing anything. Nobody is helping. It's all kanaka. People that live are the only ones that are helping at all. People that live are the only ones that are helping at all that all of the people on mainland are doing anything wrong. It's not your fault, but the government helping it all. And nobody seems to have any idea what's going on over here. This is the biggest natural disaster. It's caused the most deaths in US history. Like isn't there more fucking going on? Like I've calmed down. I've talked to so many of my friends on mainland that quite literally have no idea that there is 1300 people packed in shelters and living out of their cars and having to move onto the streets and that aren't getting assistance and that aren't getting walked through these steps. They have no idea that the death count is so big. They have no idea that the majority of people that have perished are going to be the elderly and the children. They have no idea that our alarm system on this island is the biggest strongest in the entire nation. I think it might be the strongest in the whole world, but not a single fucking sign off. Why is this not bigger news? Like, our government fucked us, didn't give us any warning, we had to flee our houses, we lost fucking everything, and nobody knows. 1300 people are displaced right now and hundreds are fucking dead. Why does nobody know? And I'm sorry, I wanted to add one more thing. It's that this isn't like, a fast road. There's almost no recovering from this, especially not in a decade, maybe not in two. Who's to say? But our biggest industry over here is tourism, and now that our biggest tourist city burnt down, we are going to lose so many jobs. So many people are going to continue to lose their houses. People are going to have to sell their land to sources that they shouldn't, just because nobody's going to be able to afford anything. Like, this isn't... This isn't... a ball game. This... We're going to be working on this for decades, and we're going to need support for decades, and it's pretty obvious that... No one is gonna stick around and help. Nobody showed up in the first place, really. So, just spread the message. Yeah, it's sad, but spread it. DEWs, Direct Energy Weapons #Hawaii #Maui #MauiFires #Lahaina #LahainaFires #DEWs #DirectedEnergyWeapons

Wall Street Apes

647,187 просмотров • 3 лет назад

Nick O’Neill says Bitcoin narrative is dead and has no real use case anymore that he can’t even explain why he still hold it "All the OG people who are supporters of these, have basically moved on to new tokens and new assets. So why the hell should you be holding Bitcoin?" "I own 5 Bitcoin only because my other friends says this thing is going to go up" "Why wouldn't you be owning AI stocks? Why wouldn't you be owning tech stocks? Why wouldn't you be owning the stocks of companies that are generating a profit versus Bitcoin where the technology sucks" "It’s probably going to get hacked by quantum in the next seven years because Bitcoiners can't get their act together"
1:21

Nick O’Neill says Bitcoin narrative is dead and has no real use case anymore that he can’t even explain why he still hold it "All the OG people who are supporters of these, have basically moved on to new tokens and new assets. So why the hell should you be holding Bitcoin?" "I own 5 Bitcoin only because my other friends says this thing is going to go up" "Why wouldn't you be owning AI stocks? Why wouldn't you be owning tech stocks? Why wouldn't you be owning the stocks of companies that are generating a profit versus Bitcoin where the technology sucks" "It’s probably going to get hacked by quantum in the next seven years because Bitcoiners can't get their act together"

katsu

217,234 просмотров • 4 месяцев назад

"If you're in the bowels of Crypto Twitter it's the era of despair, but when you talk to Morgan Stanley or Wells Fargo, it's completely different" Bitwise CIO Matt Hougan on the gap between Crypto Twitter's despair and Wall Street's calm "If you're in the bowels of Crypto Twitter, it's the era of despair, Bitcoin is over, this is the end. But when you talk to Morgan Stanley, Wells Fargo, UBS or Merrill Lynch, it's completely different. They started reorienting around Bitcoin two years ago, and they move in decade long cycles, so they're now pointing their guns at this industry and starting to move ahead" "That's why Morgan Stanley is launching Solana ETFs even when Solana is down from its all time high. Imagine we're six months from now and Bitcoin has rallied. Twitter, in despair right now, will recast today, they'll say Bitcoin is maturing, our pullback was only 50%, it was 75% in the last drawdown, this is exactly on trend" "That's the story at Wall Street already. They're like, Bitcoin goes in four year cycles, this one looks better than the last, of course we're going to allocate. There's no worry on Wall Street. What will Crypto Twitter say in six months is the conversation happening right now on Wall Street, this is a nice pullback, a good entry point"
2:26

"If you're in the bowels of Crypto Twitter it's the era of despair, but when you talk to Morgan Stanley or Wells Fargo, it's completely different" Bitwise CIO Matt Hougan on the gap between Crypto Twitter's despair and Wall Street's calm "If you're in the bowels of Crypto Twitter, it's the era of despair, Bitcoin is over, this is the end. But when you talk to Morgan Stanley, Wells Fargo, UBS or Merrill Lynch, it's completely different. They started reorienting around Bitcoin two years ago, and they move in decade long cycles, so they're now pointing their guns at this industry and starting to move ahead" "That's why Morgan Stanley is launching Solana ETFs even when Solana is down from its all time high. Imagine we're six months from now and Bitcoin has rallied. Twitter, in despair right now, will recast today, they'll say Bitcoin is maturing, our pullback was only 50%, it was 75% in the last drawdown, this is exactly on trend" "That's the story at Wall Street already. They're like, Bitcoin goes in four year cycles, this one looks better than the last, of course we're going to allocate. There's no worry on Wall Street. What will Crypto Twitter say in six months is the conversation happening right now on Wall Street, this is a nice pullback, a good entry point"

The Wolf Of All Streets

65,532 просмотров • 2 месяцев назад