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"Bitcoin is the greatest distraction from the greatest disruption that is coming to financial services" This quote lives rent free in my mind every single day since I heard the CEO of Franklin Templeton say this. Most of the participants in this space don't even realize what is happening...

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Nick | Crypto Crusader

79,731 subscribers

258,285 просмотров • 1 год назад •via X (Twitter)

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Комментарии: 10

Фото профиля FUNKM₳STER ₳MP 🛡️🕵️‍♂️
FUNKM₳STER ₳MP 🛡️🕵️‍♂️1 год назад

Nick, if you haven't checked out @FlexaHQ powered by $AMP, you're missing out on the future of digital payment rails that are already established. @coinbase is launching a promotion with them tomorrow for discounted tickets at @RegalMovies. This platform is built on multi-chain and is asset agnostic. Additionally, all transaction fees earned in the future will be distributed directly to those who stake their $AMP tokens as collateral for the transaction.

Фото профиля Nick LoBue ☀️
Nick LoBue ☀️1 год назад

Most people don't realize Franklin Templeton runs a tokenized US government fund. The majority of which is tokenized on $XLM

Фото профиля WCOme
WCOme1 год назад

Don't forget $WCO

Фото профиля Donlad Rook
Donlad Rook1 год назад

More from Franklin Templeton 👇👇 it's all $LINK

Фото профиля XRP1000🇩🇴
XRP1000🇩🇴1 год назад

Buy XRP already flipped BTC back in 2017 for the #1 spot. Even in South Korea exchanges XRP was trading at $50. We know dark characters turned it off, and they saw it worked. Those paying attention and have patience, will be rewarded.

Фото профиля Jimmy Void❌
Jimmy Void❌1 год назад

BTC,trojan horse of government and finance. XRP, solution for movement of value. Neither one will ever fail💯 #XRPBRONXBULLS🫡XRP4life #BronxBitcoinBulls🤑

Фото профиля Chris
Chris1 год назад

Bitcoin is a meme at this point. Will go back to the gutter when people realize they got suckered into old software code with loser ogs just preying on new longs

Фото профиля As​hCryр​to﹒🌞
As​hCryр​to﹒🌞1 год назад

RPLUSD is a game changer.

Фото профиля Bflight
Bflight1 год назад

The same claim of all Cryto “experts”, BTC is doing what is supposed to do. The market chose wisely!!!

Фото профиля Future Forecasting Group
Future Forecasting Group1 год назад

This is just the beginning. Utility will reshape the financial system—don’t miss it... #Blockchain #Crypto

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CEO of Binance, CZ 🔶 BNB, talking about Ordinals on a twitter space this morning: "It's great to see that NFTs are now part of the Bitcoin blockchain, which is actually the most secure and highest market cap blockchain."
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Leonidas 🧡 $DOG

44,151 просмотров • 3 лет 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."
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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 • 7 месяцев назад

If the Bitcoin “four-year cycle” is broken, It’s broken FOREVER. The consequences of being wrong about the “four-year cycle” are simply too large. We’re talking about generational wealth reordering consequences. The 1% will be fine, the 99% will not be. Keep that in mind as the 1% slams FUD narratives down your throat. Consider the implications: $225,000 Bitcoin price, the market cap of Bitcoin would surpass all of the top pubco’s on the planet. Gold parity would be the final market cap boss to defeat. $MSTR would have $150B balance sheet, and capacity to issue another $40B - $60B in preferred equity. 2nd largest corporate treasury in the world. Pubcos holding Bitcoin around the world will climb the fiat pubco leaderboards, gathering power across the globe. Market cap weighted index funds exposure to Bitcoin will increase, multiples can and will expand. Inefficiencies will be captured and capitalized on. # of pubcos holding Bitcoin will balloon Bitcoin ETF exposure and demand will balloon. Bitcoin is a freight train approaching escape velocity. The architecture of the market has forever changed. Do not underestimate this.
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If the Bitcoin “four-year cycle” is broken, It’s broken FOREVER. The consequences of being wrong about the “four-year cycle” are simply too large. We’re talking about generational wealth reordering consequences. The 1% will be fine, the 99% will not be. Keep that in mind as the 1% slams FUD narratives down your throat. Consider the implications: $225,000 Bitcoin price, the market cap of Bitcoin would surpass all of the top pubco’s on the planet. Gold parity would be the final market cap boss to defeat. $MSTR would have $150B balance sheet, and capacity to issue another $40B - $60B in preferred equity. 2nd largest corporate treasury in the world. Pubcos holding Bitcoin around the world will climb the fiat pubco leaderboards, gathering power across the globe. Market cap weighted index funds exposure to Bitcoin will increase, multiples can and will expand. Inefficiencies will be captured and capitalized on. # of pubcos holding Bitcoin will balloon Bitcoin ETF exposure and demand will balloon. Bitcoin is a freight train approaching escape velocity. The architecture of the market has forever changed. Do not underestimate this.

Jeff Walton

70,374 просмотров • 8 месяцев назад

Threadguy predicts this will be the first bull run in crypto history where Bitcoin doesn't participate "This is going to be the first bull run in the history of crypto where Bitcoin flat out does not participate. No role, no say, it will be minimal at best. It will be Bitcoin to $75k, Bitcoin to $80k, Bitcoin to $85k, and there will be mania on-chain." "My entire thesis is that the next cycle comes from new blood getting access to on chain through these apps. This new crowd doesn't even know what Bitcoin is. Anyone that joined because they saw Kimchi or Cented or Rasmr, they don't know what Bitcoin is. If there's a pocket of excitement and new blood in crypto, it will have nothing to do with Bitcoin, the same way Bitcoin had nothing to do with the disaster that on-chain became in 2025. You cannot have it both ways. The two have been separated for years."
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Threadguy predicts this will be the first bull run in crypto history where Bitcoin doesn't participate "This is going to be the first bull run in the history of crypto where Bitcoin flat out does not participate. No role, no say, it will be minimal at best. It will be Bitcoin to $75k, Bitcoin to $80k, Bitcoin to $85k, and there will be mania on-chain." "My entire thesis is that the next cycle comes from new blood getting access to on chain through these apps. This new crowd doesn't even know what Bitcoin is. Anyone that joined because they saw Kimchi or Cented or Rasmr, they don't know what Bitcoin is. If there's a pocket of excitement and new blood in crypto, it will have nothing to do with Bitcoin, the same way Bitcoin had nothing to do with the disaster that on-chain became in 2025. You cannot have it both ways. The two have been separated for years."

Kai

119,909 просмотров • 10 дней 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

569,098 просмотров • 9 месяцев назад

Michael Saylor and Strategy are driving all of the Bitcoin out of circulation. Since August 11, 2020, Strategy has acquired 714,644 Bitcoin. That is 355.9 Bitcoin per day. And they are not slowing down. In fact, they are speeding up. The blue line is the share of Strategy's share of the remaining mineable supply, and this is only assuming their historical accumulation pace. At this pace, in 2045 they will have over 3.2 million Bitcoin and over 15.2% of the terminal Bitcoin supply. And don't forget: With more capital, their creditworthiness improves. With better creditworthiness, the better the borrowing ability. The better borrowing terms/ability, the faster the accumulation. Strategy is structurally unassailable, and if you don't secure your portion of the network... ...you will only be able to rent exposure. Tick tock.
0:20

Michael Saylor and Strategy are driving all of the Bitcoin out of circulation. Since August 11, 2020, Strategy has acquired 714,644 Bitcoin. That is 355.9 Bitcoin per day. And they are not slowing down. In fact, they are speeding up. The blue line is the share of Strategy's share of the remaining mineable supply, and this is only assuming their historical accumulation pace. At this pace, in 2045 they will have over 3.2 million Bitcoin and over 15.2% of the terminal Bitcoin supply. And don't forget: With more capital, their creditworthiness improves. With better creditworthiness, the better the borrowing ability. The better borrowing terms/ability, the faster the accumulation. Strategy is structurally unassailable, and if you don't secure your portion of the network... ...you will only be able to rent exposure. Tick tock.

Adam Livingston

65,839 просмотров • 6 месяцев назад

MASSIVE: Raoul Pal just summed up Ethereum in one sentence. "This is a compute platform that operates at global scale and is decentralized. Go use it." UBS. Société Générale. Franklin Templeton. Bank of America. All building on or investing in Ethereum. Bitcoin became store of value after years of doubt. Ethereum is becoming the financial internet. The narrative is shifting. Are you positioned before it does?
3:08

MASSIVE: Raoul Pal just summed up Ethereum in one sentence. "This is a compute platform that operates at global scale and is decentralized. Go use it." UBS. Société Générale. Franklin Templeton. Bank of America. All building on or investing in Ethereum. Bitcoin became store of value after years of doubt. Ethereum is becoming the financial internet. The narrative is shifting. Are you positioned before it does?

Merlijn The Trader

80,801 просмотров • 4 месяцев назад

Investing in precious metals is a religion Bitcoin proved this by being better money The precious metals investors don't plan to change their opinion, no matter how many facts are presented (Just like religion) Everything that Peter Schiff mentioned in this debate with Saifedean Ammous as a downside of Bitcoin, can be applied to gold Nobody sends and receives gold to settle transactions today, but Peter wants to convince you that Bitcoin isn't money ("My religion is better") Once you get out of the precious metals echo chamber, you can start analyzing the world with a fresh mind Peter criticizes Michael Saylor for buying $55B of Bitcoin and only being at break-even When Bitcoin is at $150K, MSTR's 700,000 BTC stack will have doubled When Bitcoin is $300K, $MSTR's Bitcoin will be worth 4x what they paid for it When it gets to $1M, MSTR's current holdings would be worth $700 BILLION That's a 13X Even after that happens, Peter will be saying Bitcoin is a scam Because like I said... Investing in precious metals is a religion
8:28

Investing in precious metals is a religion Bitcoin proved this by being better money The precious metals investors don't plan to change their opinion, no matter how many facts are presented (Just like religion) Everything that Peter Schiff mentioned in this debate with Saifedean Ammous as a downside of Bitcoin, can be applied to gold Nobody sends and receives gold to settle transactions today, but Peter wants to convince you that Bitcoin isn't money ("My religion is better") Once you get out of the precious metals echo chamber, you can start analyzing the world with a fresh mind Peter criticizes Michael Saylor for buying $55B of Bitcoin and only being at break-even When Bitcoin is at $150K, MSTR's 700,000 BTC stack will have doubled When Bitcoin is $300K, $MSTR's Bitcoin will be worth 4x what they paid for it When it gets to $1M, MSTR's current holdings would be worth $700 BILLION That's a 13X Even after that happens, Peter will be saying Bitcoin is a scam Because like I said... Investing in precious metals is a religion

Rajat Soni, CFA

13,598 просмотров • 6 месяцев назад

TRUMP'S 50 MINUTES #BITCOIN 2024 SPEECH SUMMARIZED: ⮕ ON HIS FIRST DAY ONLY, HE WILL FIRE GARY GENSLER. ⮕ HE SAID THAT BITCOIN WILL PROBABLY SURPASS THE MARKET CAP OF GOLD ONE DAY! ⮕ TRUMP WILL MAKE THE US THE CRYPTO CAPITAL ON THE PLANET & THE BITCOIN SUPERPOWER OF THE WORLD. ⮕ TRUMP SAID, "BITCOIN IS NOT THREATENING THE DOLLAR, THE BEHAVIOUR OF THE CURRENT U.S. GOVERNMENT IS THREATENING THE DOLLAR" ⮕ IF HE WINS THE ELECTION, ROSS ULBRICHT WILL BE FREED AFTER 11 YEARS. ⮕ TRUMP WILL SHUT DOWN OPERATION CHOKEPOINT 2.0 ⮕ TRUMP IS GOING TO SUPPORT THE EXPANSION OF STABLE COINS. ⮕ "NEVER SELL YOUR BITCOIN" - TRUMP ⮕ TRUMP ASSURED THAT HIS GOVERNMENT WILL KEEP 100% OF THE BITCOIN THAT THEY HODL OR WILL ACQUIRE IN THE FUTURE! MASSIVE PUMP IS COMING AND YOUARE SERIOUSLY NOT BULLISH ENOUGH. Like and repost if you liked the info.
49:48

TRUMP'S 50 MINUTES #BITCOIN 2024 SPEECH SUMMARIZED: ⮕ ON HIS FIRST DAY ONLY, HE WILL FIRE GARY GENSLER. ⮕ HE SAID THAT BITCOIN WILL PROBABLY SURPASS THE MARKET CAP OF GOLD ONE DAY! ⮕ TRUMP WILL MAKE THE US THE CRYPTO CAPITAL ON THE PLANET & THE BITCOIN SUPERPOWER OF THE WORLD. ⮕ TRUMP SAID, "BITCOIN IS NOT THREATENING THE DOLLAR, THE BEHAVIOUR OF THE CURRENT U.S. GOVERNMENT IS THREATENING THE DOLLAR" ⮕ IF HE WINS THE ELECTION, ROSS ULBRICHT WILL BE FREED AFTER 11 YEARS. ⮕ TRUMP WILL SHUT DOWN OPERATION CHOKEPOINT 2.0 ⮕ TRUMP IS GOING TO SUPPORT THE EXPANSION OF STABLE COINS. ⮕ "NEVER SELL YOUR BITCOIN" - TRUMP ⮕ TRUMP ASSURED THAT HIS GOVERNMENT WILL KEEP 100% OF THE BITCOIN THAT THEY HODL OR WILL ACQUIRE IN THE FUTURE! MASSIVE PUMP IS COMING AND YOUARE SERIOUSLY NOT BULLISH ENOUGH. Like and repost if you liked the info.

Ash Crypto

115,794 просмотров • 2 лет назад

This is unpopular to say, but retail is completely COOKED when it comes to Bitcoin. They will continue to sell their Bitcoin hand over fist to the institutions with lower time preference. Bitcoin will be redistributed according to the Pareto principle just like any other form of wealth. The suits are buying everything that moves. Since the spot ETF launch: IBIT has absorbed ~814,000 BTC-equivalent in net flows. Strategy has added ~655,000 BTC. Combined absorption: ~1.47 MILLION BTC. And people are still panic-posting because the daily candle hurt their feelings. Individuals sell when the chart looks scary. The machines, ETFs, corporate treasuries, advisors, allocators, and capital markets desks keep buying agnostic of vibes. Retail wants emotional confirmation. Institutions want inventory. You are watching Bitcoin migrate from trembling hands to permanent balance sheets in real time. Spot price is the distraction. Absorption is the signal.
0:35

This is unpopular to say, but retail is completely COOKED when it comes to Bitcoin. They will continue to sell their Bitcoin hand over fist to the institutions with lower time preference. Bitcoin will be redistributed according to the Pareto principle just like any other form of wealth. The suits are buying everything that moves. Since the spot ETF launch: IBIT has absorbed ~814,000 BTC-equivalent in net flows. Strategy has added ~655,000 BTC. Combined absorption: ~1.47 MILLION BTC. And people are still panic-posting because the daily candle hurt their feelings. Individuals sell when the chart looks scary. The machines, ETFs, corporate treasuries, advisors, allocators, and capital markets desks keep buying agnostic of vibes. Retail wants emotional confirmation. Institutions want inventory. You are watching Bitcoin migrate from trembling hands to permanent balance sheets in real time. Spot price is the distraction. Absorption is the signal.

Adam Livingston

65,992 просмотров • 2 месяцев назад

This is the former President of PayPal talking about using #Bitcoin to make the $7.5 Trillion DAILY Foreign Exchange Market a much more efficient & profitable place. He is talking about building what Strike is building and compared the current monetary rails to a fax machine. I also completely agree with him that #Bitcoin will not be the currency people use to buy goods and services, however, it is a great settlement layer where you can have USD effectively on #Bitcoin rails and do immediate settlements. This is the best explanation of a corporate application of #Bitcoin being used as an invisible service layer that I've heard. If you think the corporates "don't get it" and only Twitter Anon's can "get it" - you're a moron. These people are smart and can catch up quickly with manpower. To put it into perspective, if 25% of the Daily Foreign Exchange market was on #Bitcoin rails it means $1.875 Trillion of daily consistent demand for #Bitcoin. That would equate to a $225 Trillion #Bitcoin Market Cap - assuming BofA's Bull Market Multiple is right. This means - just 25% of this market alone coming onto the #Bitcoin Rails would add $10.5m onto the price of #Bitcoin. Thanks for finding the video!
3:18

This is the former President of PayPal talking about using #Bitcoin to make the $7.5 Trillion DAILY Foreign Exchange Market a much more efficient & profitable place. He is talking about building what Strike is building and compared the current monetary rails to a fax machine. I also completely agree with him that #Bitcoin will not be the currency people use to buy goods and services, however, it is a great settlement layer where you can have USD effectively on #Bitcoin rails and do immediate settlements. This is the best explanation of a corporate application of #Bitcoin being used as an invisible service layer that I've heard. If you think the corporates "don't get it" and only Twitter Anon's can "get it" - you're a moron. These people are smart and can catch up quickly with manpower. To put it into perspective, if 25% of the Daily Foreign Exchange market was on #Bitcoin rails it means $1.875 Trillion of daily consistent demand for #Bitcoin. That would equate to a $225 Trillion #Bitcoin Market Cap - assuming BofA's Bull Market Multiple is right. This means - just 25% of this market alone coming onto the #Bitcoin Rails would add $10.5m onto the price of #Bitcoin. Thanks for finding the video!

BRITISH HODL ❤️‍🔥🐂❤️‍🔥

229,736 просмотров • 2 лет назад

STRC bi-monthly dividend & Institutional Signal - The market wants a high yield money market, something different than any equity or fixed income instrument that exists today. - This only works because Bitcoin is a closed system. - Phong Le: “We think one of the big opportunities of STRC is to borrow against it” - So long as STRC's market cap continues to grow, i.e. more buyers than sellers, there will exist an overnight arbitrage on the ex dividend date greater than the 11.5% annualized return of STRC. - This video scratches the surface of how STRC will price and what the liquidity will look like in a rising Bitcoin and STRC market cap environment.
10:59

STRC bi-monthly dividend & Institutional Signal - The market wants a high yield money market, something different than any equity or fixed income instrument that exists today. - This only works because Bitcoin is a closed system. - Phong Le: “We think one of the big opportunities of STRC is to borrow against it” - So long as STRC's market cap continues to grow, i.e. more buyers than sellers, there will exist an overnight arbitrage on the ex dividend date greater than the 11.5% annualized return of STRC. - This video scratches the surface of how STRC will price and what the liquidity will look like in a rising Bitcoin and STRC market cap environment.

Dan Hillery

35,213 просмотров • 4 месяцев назад

I think eventually owning 0.1 BTC will be enough This is because Bitcoin is the only asset that can serve as a medium of exchange, unit of account, AND store of value Today, the functions of money are absorbed by 6+ asset classes On a Bitcoin standard, Bitcoin will be the only money, so it can grow MUCH bigger than the current financial system
19:39

I think eventually owning 0.1 BTC will be enough This is because Bitcoin is the only asset that can serve as a medium of exchange, unit of account, AND store of value Today, the functions of money are absorbed by 6+ asset classes On a Bitcoin standard, Bitcoin will be the only money, so it can grow MUCH bigger than the current financial system

Rajat Soni, CFA

24,812 просмотров • 6 месяцев назад

When I say that Bitcoin is a currency of distrust, I'm just repeating what Bitcoin fans themselves say. There may be good reasons not to trust the banks and governments that create dollars, yens, and other currencies – but that doesn’t change the fact that the preference for Bitcoin is based on distrust of human institutions. Why is this an alarming development? Because the whole purpose of money is to create trust between strangers. Financial devices like currencies, bonds and shares – 90% of which are just data in computers – build trust between millions of strangers, who can then pool their knowledge and resources together, and cooperate. Humans control the world because we learned to do this. If we now lose trust in human institutions, this will limit the amount of money and handicap economic activity and cooperation. I hope that humanity finds a way to build trustworthy human institutions, instead of adopting technologies of distrust. #bitcoin #trust #distrust #crypto #currency #humanity #institutions #money #finance
2:34

When I say that Bitcoin is a currency of distrust, I'm just repeating what Bitcoin fans themselves say. There may be good reasons not to trust the banks and governments that create dollars, yens, and other currencies – but that doesn’t change the fact that the preference for Bitcoin is based on distrust of human institutions. Why is this an alarming development? Because the whole purpose of money is to create trust between strangers. Financial devices like currencies, bonds and shares – 90% of which are just data in computers – build trust between millions of strangers, who can then pool their knowledge and resources together, and cooperate. Humans control the world because we learned to do this. If we now lose trust in human institutions, this will limit the amount of money and handicap economic activity and cooperation. I hope that humanity finds a way to build trustworthy human institutions, instead of adopting technologies of distrust. #bitcoin #trust #distrust #crypto #currency #humanity #institutions #money #finance

Yuval Noah Harari

1,508,426 просмотров • 2 лет назад

🔥HOW STRATEGY EASILY OVERTAKES APPLE - $5+ TRILLION MARKET CAP🔥 Not only will Strategy overtake Apple... They will do it EASILY. This is the ULTIMATE VIDEO to showcase the power of Bitcoin on the balance sheet and how Strategy will overtake EVERY SINGLE COMPANY stuck in the legacy system. REPOST THIS EVERYWHERE TO SHARE THE TRUTH ABOUT THE POWER OF BITCOIN ON THE BALANCE SHEET:
24:07

🔥HOW STRATEGY EASILY OVERTAKES APPLE - $5+ TRILLION MARKET CAP🔥 Not only will Strategy overtake Apple... They will do it EASILY. This is the ULTIMATE VIDEO to showcase the power of Bitcoin on the balance sheet and how Strategy will overtake EVERY SINGLE COMPANY stuck in the legacy system. REPOST THIS EVERYWHERE TO SHARE THE TRUTH ABOUT THE POWER OF BITCOIN ON THE BALANCE SHEET:

Adam Livingston

22,640 просмотров • 1 год назад

The financial system broke over the last two weeks. That is how Jordi Visser sees the situation. He believes the US is removing itself from the top of the global capital stack and we are watching an acceleration into a decentralized world. This benefits bitcoin and gold. I highly recommend listening to this conversation — it is full of unique ideas that will make you think more critically. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:13 - Is the system broken? 5:03 - Why is bitcoin not going up? 9:35 - What does the the new order look like? 17:14 - Institutions vs Retail 22:23 - US China relations 27:07 - Can bitcoin become the reserve currency? 29:27 - What impact will AI have? 32:52 - What is the most hopeful path forward?
40:50

The financial system broke over the last two weeks. That is how Jordi Visser sees the situation. He believes the US is removing itself from the top of the global capital stack and we are watching an acceleration into a decentralized world. This benefits bitcoin and gold. I highly recommend listening to this conversation — it is full of unique ideas that will make you think more critically. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:13 - Is the system broken? 5:03 - Why is bitcoin not going up? 9:35 - What does the the new order look like? 17:14 - Institutions vs Retail 22:23 - US China relations 27:07 - Can bitcoin become the reserve currency? 29:27 - What impact will AI have? 32:52 - What is the most hopeful path forward?

Anthony Pompliano 🌪

198,863 просмотров • 1 год назад

Making Sense Of Strategy What is happening with $MSTR? If you’ve been following me on X for any meaningful length of time, you will know that I have been attempting to calibrate people’s expectations of the stock's performance for the best part of 2025. Here I have synthesised all of my thoughts and distilled them into a single video. If you prefer YouTube, you can watch it here: If you prefer written format, continue reading. The first thing we need to understand is what Strategy is and why people invest in it. Strategy At the highest level, Strategy is leveraged Bitcoin. That’s it. Strategy leverages debt to acquire more Bitcoin. Therefore, the main reason you invest in Strategy is because you want to outperform Bitcoin. The only thing better than Bitcoin is more Bitcoin. The second thing we need to understand is mNAV. mNAV Generally speaking for a pure-play Bitcoin Treasury Company like Strategy, mNAV is a reflection of the market's expectation of future Bitcoin Yield. Bitcoin Yield comes with diminishing returns because each additional Bitcoin purchase contributes less to Bitcoin Per Share. Thus, the larger your Bitcoin stack, the harder it becomes to generate Bitcoin Yield and by extension the harder it becomes to outperform Bitcoin. This is why on a Bitcoin Standard, over a long enough time horizon, mNAV trends towards 1 since the maximum amount of Bitcoin you can own is 21M. With all this in mind, why is Strategy trading where it is and why is it trading at such a low mNAV? There are a few reasons. 1. Strategy Is A Different Company In 2025 Firstly, Strategy is a totally different company in 2025 to the one it was in 2020. For context, believe it or not, the company only introduced Bitcoin Yield and Bitcoin Per Share in the July 2024 Q2 Earnings Call and so it was only after that that they began optimising for those metrics. In my view, that is also when Michael Saylor truly started to understand the opportunity that was in front of him, which is why in October 2024 we saw Strategy announce the 21/21 plan which became the catalyst for the parabolic run we saw in November 2024 where $MSTR went on to briefly hit an all-time-high of around $550. Since people are comparing $MSTR this cycle to the $MSTR of last cycle when it briefly traded at an mNAV of over 8x, it is distorting their expectations. Again, Strategy is a totally different company today with a totally different set of dynamics. 2. New Industry Secondly, we need to recognise that the Bitcoin Treasury Company industry is entirely new which means that the market has been forced to learn and adapt in real-time. With Strategy being the first and by far the largest Bitcoin Treasury Company, it has gained a disproportionate amount of attention and as a result it has attracted a disproportionate amount of speculative capital along the way while everyone has been trying to figure out how to value it. Consequently, in my view, the move we saw in November 2024 was an over-correction to the upside — which by the way coincided with Bitcoin’s parabolic run following Donald Trump’s election win — and what we’re now seeing is an over-correction to the downside. 3. Bitcoin Yield Thirdly, as I mentioned at the beginning, Bitcoin Treasury Companies are currently valued based on how much Bitcoin Yield they are expected to generate in the future. At the time of recording, Strategy currently holds precisely 637,460 Bitcoin — that’s over 3% of the total Bitcoin supply — which means that it is much, much harder to generate meaningful Bitcoin Yield, which again is why we’re seeing the mNAV compress. However, there is a caveat here. There is another metric that Strategy have introduced which is Bitcoin $ Gain. Bitcoin $ Gain is defined as the $ value of newly acquired Bitcoin within any period. Strategy — and I don’t blame them — have been attempting to encourage the market to interpret Bitcoin $ Gain as “earnings” and to value the company based on how much earnings it is expected to generate in the future. For full disclosure, I personally dislike Bitcoin $ Gain as a valuation metric. I think framing it as “earnings” is misleading and disingenuous. I understand why it has been introduced because it speaks the language of Wall Street. However, traditional earnings are final. Bitcoin $ Gain is not because it is forever subject to the price of Bitcoin. Therefore, for Bitcoin $ Gain to be embraced by Wall Street, the market must collectively agree that Bitcoin is going up forever. I remain very sceptical of that happening — especially in the short-to-medium term. However, I am also not attached to my beliefs and so if Wall Street does decide to embrace Bitcoin $ Gain as its primary valuation metric, then $MSTR is likely undervalued by a factor of 5-10x. If not, then $MSTR is likely undervalued by a factor of 1-2x. If you’re not content with the latter being the worst case scenario, then the stock probably isn’t for you. 4. Preferred Products Fourthly, the Strategy thesis right now revolves entirely around the success of its preferred products. Remember, Michael Saylor wants Strategy to become the Amazon of the fixed income market. Thus, we’re not talking about a small innovation here — we are talking about completely transforming global finance. This means that the process of generating awareness and educating the market that will ultimately drive demand for these products is going to take years — not months — which is why you need to have a long time-horizon. Presently, the market is completely discounting the success of Strategy’s preferred products. What it’s not factoring in however is that the capital markets are desperate for yield right now. Thus, when — not if — but when, they eventually wake up to Bitcoin, how do you think they’re going to get that yield? Who is going to be the entity that is offering Bitcoin-backed credit instruments at scale? The answer is obviously Strategy, but again, this is a 5-to-10 year and beyond story. So with all that said, if you’re reading this right now, what should you do? Valuing Strategy There are 3 steps you need to take: 1. Firstly, you need to define your time horizon. In other words, how long do you intend on holding the stock for? 2. Secondly, you need to estimate either — depending on your preferred metric — how much Bitcoin Yield or how much Bitcoin $ Gain you expect Strategy to generate during that period and then calculate how much you expect $MSTR to outperform Bitcoin based on those values. 3. Thirdly, ask yourself whether you’d be satisfied with the level of outperformance you have calculated? In other words, is the trade-off worth it? Or would you be better off investing in either spot Bitcoin, an alternative Bitcoin Treasury Company or a Bitcoin ETF. If you’re satisfied with the level of outperformance that you’ve calculated, then $MSTR it probably a good choice of investment for you. If you're not satisfied, then $MSTR is probably a bad choice of investment for you. I personally believe that $MSTR will outperform Bitcoin by a minimum factor of 1-2x over the next 5/10 years and potentially much more if Bitcoin $ Gain becomes the primary metric by which it is valued, but again, I remain sceptical of that happening. Regardless, the best is yet to come.
11:54

Making Sense Of Strategy What is happening with $MSTR? If you’ve been following me on X for any meaningful length of time, you will know that I have been attempting to calibrate people’s expectations of the stock's performance for the best part of 2025. Here I have synthesised all of my thoughts and distilled them into a single video. If you prefer YouTube, you can watch it here: If you prefer written format, continue reading. The first thing we need to understand is what Strategy is and why people invest in it. Strategy At the highest level, Strategy is leveraged Bitcoin. That’s it. Strategy leverages debt to acquire more Bitcoin. Therefore, the main reason you invest in Strategy is because you want to outperform Bitcoin. The only thing better than Bitcoin is more Bitcoin. The second thing we need to understand is mNAV. mNAV Generally speaking for a pure-play Bitcoin Treasury Company like Strategy, mNAV is a reflection of the market's expectation of future Bitcoin Yield. Bitcoin Yield comes with diminishing returns because each additional Bitcoin purchase contributes less to Bitcoin Per Share. Thus, the larger your Bitcoin stack, the harder it becomes to generate Bitcoin Yield and by extension the harder it becomes to outperform Bitcoin. This is why on a Bitcoin Standard, over a long enough time horizon, mNAV trends towards 1 since the maximum amount of Bitcoin you can own is 21M. With all this in mind, why is Strategy trading where it is and why is it trading at such a low mNAV? There are a few reasons. 1. Strategy Is A Different Company In 2025 Firstly, Strategy is a totally different company in 2025 to the one it was in 2020. For context, believe it or not, the company only introduced Bitcoin Yield and Bitcoin Per Share in the July 2024 Q2 Earnings Call and so it was only after that that they began optimising for those metrics. In my view, that is also when Michael Saylor truly started to understand the opportunity that was in front of him, which is why in October 2024 we saw Strategy announce the 21/21 plan which became the catalyst for the parabolic run we saw in November 2024 where $MSTR went on to briefly hit an all-time-high of around $550. Since people are comparing $MSTR this cycle to the $MSTR of last cycle when it briefly traded at an mNAV of over 8x, it is distorting their expectations. Again, Strategy is a totally different company today with a totally different set of dynamics. 2. New Industry Secondly, we need to recognise that the Bitcoin Treasury Company industry is entirely new which means that the market has been forced to learn and adapt in real-time. With Strategy being the first and by far the largest Bitcoin Treasury Company, it has gained a disproportionate amount of attention and as a result it has attracted a disproportionate amount of speculative capital along the way while everyone has been trying to figure out how to value it. Consequently, in my view, the move we saw in November 2024 was an over-correction to the upside — which by the way coincided with Bitcoin’s parabolic run following Donald Trump’s election win — and what we’re now seeing is an over-correction to the downside. 3. Bitcoin Yield Thirdly, as I mentioned at the beginning, Bitcoin Treasury Companies are currently valued based on how much Bitcoin Yield they are expected to generate in the future. At the time of recording, Strategy currently holds precisely 637,460 Bitcoin — that’s over 3% of the total Bitcoin supply — which means that it is much, much harder to generate meaningful Bitcoin Yield, which again is why we’re seeing the mNAV compress. However, there is a caveat here. There is another metric that Strategy have introduced which is Bitcoin $ Gain. Bitcoin $ Gain is defined as the $ value of newly acquired Bitcoin within any period. Strategy — and I don’t blame them — have been attempting to encourage the market to interpret Bitcoin $ Gain as “earnings” and to value the company based on how much earnings it is expected to generate in the future. For full disclosure, I personally dislike Bitcoin $ Gain as a valuation metric. I think framing it as “earnings” is misleading and disingenuous. I understand why it has been introduced because it speaks the language of Wall Street. However, traditional earnings are final. Bitcoin $ Gain is not because it is forever subject to the price of Bitcoin. Therefore, for Bitcoin $ Gain to be embraced by Wall Street, the market must collectively agree that Bitcoin is going up forever. I remain very sceptical of that happening — especially in the short-to-medium term. However, I am also not attached to my beliefs and so if Wall Street does decide to embrace Bitcoin $ Gain as its primary valuation metric, then $MSTR is likely undervalued by a factor of 5-10x. If not, then $MSTR is likely undervalued by a factor of 1-2x. If you’re not content with the latter being the worst case scenario, then the stock probably isn’t for you. 4. Preferred Products Fourthly, the Strategy thesis right now revolves entirely around the success of its preferred products. Remember, Michael Saylor wants Strategy to become the Amazon of the fixed income market. Thus, we’re not talking about a small innovation here — we are talking about completely transforming global finance. This means that the process of generating awareness and educating the market that will ultimately drive demand for these products is going to take years — not months — which is why you need to have a long time-horizon. Presently, the market is completely discounting the success of Strategy’s preferred products. What it’s not factoring in however is that the capital markets are desperate for yield right now. Thus, when — not if — but when, they eventually wake up to Bitcoin, how do you think they’re going to get that yield? Who is going to be the entity that is offering Bitcoin-backed credit instruments at scale? The answer is obviously Strategy, but again, this is a 5-to-10 year and beyond story. So with all that said, if you’re reading this right now, what should you do? Valuing Strategy There are 3 steps you need to take: 1. Firstly, you need to define your time horizon. In other words, how long do you intend on holding the stock for? 2. Secondly, you need to estimate either — depending on your preferred metric — how much Bitcoin Yield or how much Bitcoin $ Gain you expect Strategy to generate during that period and then calculate how much you expect $MSTR to outperform Bitcoin based on those values. 3. Thirdly, ask yourself whether you’d be satisfied with the level of outperformance you have calculated? In other words, is the trade-off worth it? Or would you be better off investing in either spot Bitcoin, an alternative Bitcoin Treasury Company or a Bitcoin ETF. If you’re satisfied with the level of outperformance that you’ve calculated, then $MSTR it probably a good choice of investment for you. If you're not satisfied, then $MSTR is probably a bad choice of investment for you. I personally believe that $MSTR will outperform Bitcoin by a minimum factor of 1-2x over the next 5/10 years and potentially much more if Bitcoin $ Gain becomes the primary metric by which it is valued, but again, I remain sceptical of that happening. Regardless, the best is yet to come.

Chris Millas

36,835 просмотров • 11 месяцев назад

This is my favorite clip from my conversation with David Marcus. I asked him about Bitcoin naysayers, why we should spend the best savings technology, and what Bitcoin will look like in 25 years. Check it out. David is the CEO of Lightspark and former president of PayPal.
8:03

This is my favorite clip from my conversation with David Marcus. I asked him about Bitcoin naysayers, why we should spend the best savings technology, and what Bitcoin will look like in 25 years. Check it out. David is the CEO of Lightspark and former president of PayPal.

Natalie Brunell ⚡️

255,688 просмотров • 10 месяцев назад

"Where are the servers of Bitcoin located?” - Prof Jiang That single question from Jiang shows the misunderstanding immediately. Bitcoin does not run on one company’s servers, Bitcoin runs on a distributed network of nodes spread across the world, which is exactly why it is hard to censor, shut down, or control, plus the mining system on top of it to protect it with energy. When someone frames Bitcoin like a centralized system, they are not critiquing Bitcoin as it is. They are critiquing a version of Bitcoin that exists only in their own confusion.
0:33

"Where are the servers of Bitcoin located?” - Prof Jiang That single question from Jiang shows the misunderstanding immediately. Bitcoin does not run on one company’s servers, Bitcoin runs on a distributed network of nodes spread across the world, which is exactly why it is hard to censor, shut down, or control, plus the mining system on top of it to protect it with energy. When someone frames Bitcoin like a centralized system, they are not critiquing Bitcoin as it is. They are critiquing a version of Bitcoin that exists only in their own confusion.

MDB

579,524 просмотров • 4 месяцев назад

🚨XRP Treasury Firm Evernorth’s CEO PREDICTS Tokenization Will Take Over The INDUSTRY In 2 Years — “XRP IS GOING TO BE A LEADER THERE” 🤯🔥 evernorthxrp CEO Asheesh Birla | CEO at Evernorth just dropped a MASSIVE prediction on TOKENIZATION market in an interview with Paul Barron Network — and $XRP is positioned to lead it. 👀 He says what we’re seeing right now is EXACTLY like the early days of the internet. “Are you on the internet?” 😳 But soon… it became DEFAULT. Now he says the SAME THING is about to happen with tokenization. “In two years… people are just going to assume EVERYTHING is TOKENIZED.” 🤯🔥 “I do believe that XRP is going to be a LEADER there.” 😵 Because XRP’s entire DNA has ALWAYS been built around financial use cases. 👀 And now that world is FINALLY catching up. Asheesh Birla | CEO at Evernorth said you walk around Vegas — XRP is EVERYWHERE. You go to New York — the financial capital of the world… Ripple is EVERYWHERE. 🏦🔥 J.P. Morgan, BlackRock, Franklin Templeton (Franklin Templeton) and other BIG PLAYERS are coming along — TRILLIONS ARE ABOUT TO FLOW IN. 🚀 $XRP
2:30

🚨XRP Treasury Firm Evernorth’s CEO PREDICTS Tokenization Will Take Over The INDUSTRY In 2 Years — “XRP IS GOING TO BE A LEADER THERE” 🤯🔥 evernorthxrp CEO Asheesh Birla | CEO at Evernorth just dropped a MASSIVE prediction on TOKENIZATION market in an interview with Paul Barron Network — and $XRP is positioned to lead it. 👀 He says what we’re seeing right now is EXACTLY like the early days of the internet. “Are you on the internet?” 😳 But soon… it became DEFAULT. Now he says the SAME THING is about to happen with tokenization. “In two years… people are just going to assume EVERYTHING is TOKENIZED.” 🤯🔥 “I do believe that XRP is going to be a LEADER there.” 😵 Because XRP’s entire DNA has ALWAYS been built around financial use cases. 👀 And now that world is FINALLY catching up. Asheesh Birla | CEO at Evernorth said you walk around Vegas — XRP is EVERYWHERE. You go to New York — the financial capital of the world… Ripple is EVERYWHERE. 🏦🔥 J.P. Morgan, BlackRock, Franklin Templeton (Franklin Templeton) and other BIG PLAYERS are coming along — TRILLIONS ARE ABOUT TO FLOW IN. 🚀 $XRP

Diana

25,087 просмотров • 3 месяцев назад