Bitcoin risk is misunderstood The Basel III regulatory risk framework should reward transparency and observability, not punish it. My presentation at Strategy World yesterday focused on Basel III Risk weightings & an institutional framework for Digital Credit & Bitcoin

Anything yielding less than 7% is a LOSS after being adjusted to the annual growth in m2 money supply. People knowingly accept the loss because they are “slowing the bleed”. What kind of justification is that? Are we really meant to willingly allow our purchasing power to be stolen from us? Bitcoin and digital credit solves a problem people have lost hope solving. I just hope the lightbulb moment happens before a painful hard lesson.

@BitcoinPierre @Strategy You look like the guy who is here to fix bitcoin Jeff 😂

@Strategy Thanks for sharing Jeff. Excited to check it out!

@Strategy Great job as always. You really stood out from the circle-jerk conference, bringing something new and interesting. Basel 3 has been completely overlooked as people focus on fake threats like spam and quantum.

@Strategy Thank you, Jeff. We have to restore symmetry to Bitcoin.

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To me the most challenging risk variable going forward is whether or not through the interaction with ai models a more robust version of a fixed supply, highly secure, proof of work, global, transparent, high tps, monetary network could emerge that could rival Bitcoin as we know it today. Given the exponential recursive learning taking place this early in the frontier modeling it's not beyond the realm of possibility. That said I am a hard core believer in Bitcoin and in its defense I believe its first mover advantage and its global reputation as "the" scarce digital monetary asset is a very formidable hurdle to overcome by any and all future competitors. One more thing, in your risk analysis I wasn't sure if you covered the variability in Bitcoin's price vs other traditional assets as one of the key reasons regulators would ding it so much harder with capital charges. But I agree the 1250% charge is without any reasonable mathematical justification

@Strategy Great job Jeff. You always bring a new viewpoint to BTC that I appreciate. “We may be early, but we’re not wrong!”

@Strategy Well done, Jeff! Global risk is mispriced, as you’ve been saying for some time now.

@Strategy Great work @PunterJeff , as always❤️❤️🚀

@Strategy 🔥🔥

@Strategy Very well done

@Strategy buy $nobody coin win a big prize

@Strategy Bought more $ASST on sale just yesterday! Keep building good sir!

@Strategy what’s the risk of a second bitcoin being adopted and surpassing Bitcoin in monetization?

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@Strategy I wanna see the crowd he's talking to

@Strategy Interesting

@Strategy 💪💪💪

@Strategy Hey @PunterJeff, have you considered a modified tail risk model for $BTC yet? I'm not convinced that we can use normal distributions and feel safe about them.

@Strategy Basel III was built for assets that could be observed and controlled. Bitcoin is neither. the framework needs rebuilding not patching

@Strategy This is a great topic to highlight.

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@Strategy Really good stuff

@Strategy 🔥 banger presentation