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Crypto has a Bitcoin Ideologue Problem. They believe Bitcoin should have special government treatment. It's all ultimately grounded in their fear that their exit money will flow away from Bitcoin into other digital assets. They disguise it with the absurd idea of Bitcoin's immaculate conception. Here's a thread on...

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Digital Asset Investor

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21,557 Aufrufe • vor 10 Monaten •via X (Twitter)

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Not sure about the details of this but here's what I do know. Senator Cynthia Lummis and Rep. Warren Davidson have been trying to give Bitcoin a favored status in Congress for years. They are both Bitcoin ideologues trying to pass laws that would advantage Bitcoin over other digital assets. It's time for a level playing field in crypto. Bitcoin had 10 years of regulatory monopoly. PASS THE CLARITY ACT!
0:47

Not sure about the details of this but here's what I do know. Senator Cynthia Lummis and Rep. Warren Davidson have been trying to give Bitcoin a favored status in Congress for years. They are both Bitcoin ideologues trying to pass laws that would advantage Bitcoin over other digital assets. It's time for a level playing field in crypto. Bitcoin had 10 years of regulatory monopoly. PASS THE CLARITY ACT!

Digital Asset Investor

33,732 Aufrufe • vor 7 Monaten

Happy Thanksgiving everyone! In this new episode, Dan Tapiero Dan Tapiero shares his origin story & experience investing with legends like Stanley Druckenmiller, how he discovered #Bitcoin, its role as a 'truly global macro asset', digital assets and regulation. Dan is BULLISH! I first heard Dan speak at The Bitcoin Conference 2022 on the Billionaire Capital Allocators Panel. We don't agree on everything about the space, but we agree on Bitcoin and free markets! It was a pleasure to talk with Dan about his views, background and influences. Let us know what you think. TIMESTAMPS: (00:00) First generation American, born in NYC (5:30) Path to hedge fund manager (14:25) Learning from Julian Robertson (27:01) Why is Bitcoin life-changing? (36:42) Fiat vs. digital currency, assets (42:23) #Binance and BlackRock's spot Bitcoin ETF (48:06) US government and Bitcoin (49:06) Stan Druckenmiller has no Bitcoin? (57:53) Bitcoin reaching $10T market cap (1:05:23) Every other crypto is venture project
1:11:45

Happy Thanksgiving everyone! In this new episode, Dan Tapiero Dan Tapiero shares his origin story & experience investing with legends like Stanley Druckenmiller, how he discovered #Bitcoin, its role as a 'truly global macro asset', digital assets and regulation. Dan is BULLISH! I first heard Dan speak at The Bitcoin Conference 2022 on the Billionaire Capital Allocators Panel. We don't agree on everything about the space, but we agree on Bitcoin and free markets! It was a pleasure to talk with Dan about his views, background and influences. Let us know what you think. TIMESTAMPS: (00:00) First generation American, born in NYC (5:30) Path to hedge fund manager (14:25) Learning from Julian Robertson (27:01) Why is Bitcoin life-changing? (36:42) Fiat vs. digital currency, assets (42:23) #Binance and BlackRock's spot Bitcoin ETF (48:06) US government and Bitcoin (49:06) Stan Druckenmiller has no Bitcoin? (57:53) Bitcoin reaching $10T market cap (1:05:23) Every other crypto is venture project

Natalie Brunell ⚡️

60,678 Aufrufe • vor 2 Jahren

.Andrew Ross Sorkin seems unsure how the US government could buy Bitcoin in a budget neutral way. There are a number of ways that more Bitcoin could be acquired: - Asset Forfeiture: The U.S. government already seizes Bitcoin through criminal and civil asset forfeiture. Expanding and streamlining these processes could increase the amount of Bitcoin acquired. This is budget-neutral as the assets are obtained through legal proceedings, not direct purchases. - Revaluation of Existing Assets: There have been discussions about revaluing existing government assets, such as gold reserves, to current market prices. The increased valuation could create a "surplus" that could then be used to acquire Bitcoin. - Strategic Sale of Non-Essential Assets: The government could identify and sell non-essential assets, such as certain stockpiled commodities (our "strategic cheese reserve" 😅) or underutilized properties (Yellowstone national park - I kid, I kid!), and use the proceeds to purchase Bitcoin. Pierre Rochard has quipped that if you own a chair, you don't own enough Bitcoin (you should be standing more and sitting less). Obviously this is being a little flippant, but the idea has truth to it: if something is non-productive or has little growth potential, why not sell it and acquire the best performing asset of the last decade? Joe Kernen
0:37

.Andrew Ross Sorkin seems unsure how the US government could buy Bitcoin in a budget neutral way. There are a number of ways that more Bitcoin could be acquired: - Asset Forfeiture: The U.S. government already seizes Bitcoin through criminal and civil asset forfeiture. Expanding and streamlining these processes could increase the amount of Bitcoin acquired. This is budget-neutral as the assets are obtained through legal proceedings, not direct purchases. - Revaluation of Existing Assets: There have been discussions about revaluing existing government assets, such as gold reserves, to current market prices. The increased valuation could create a "surplus" that could then be used to acquire Bitcoin. - Strategic Sale of Non-Essential Assets: The government could identify and sell non-essential assets, such as certain stockpiled commodities (our "strategic cheese reserve" 😅) or underutilized properties (Yellowstone national park - I kid, I kid!), and use the proceeds to purchase Bitcoin. Pierre Rochard has quipped that if you own a chair, you don't own enough Bitcoin (you should be standing more and sitting less). Obviously this is being a little flippant, but the idea has truth to it: if something is non-productive or has little growth potential, why not sell it and acquire the best performing asset of the last decade? Joe Kernen

Vijay Boyapati

10,163 Aufrufe • vor 1 Jahr

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 Aufrufe • vor 8 Monaten

I joined Laura K. Inamedinova at the Xapo Bank Conference in London on July 1 for a fireside chat on Bitcoin as Digital Capital, the emergence of Digital Credit, and the path to Bitcoin-backed Digital Money. Fix the money, fix the world. $BTC 00:42 — Bitcoin below $60K and the mission: “Fix the money, fix the world” 01:27 — Bitcoin as the dominant Digital Capital network and the next great digital transformation 02:55 — Bitcoin Dominance approaching 69–70% and why “the flippening” debate is over 04:21 — The next layers: Digital Credit and Digital Money built on Bitcoin 06:56 — Strategy as an institutional gateway: attracting $64–65B into Bitcoin across equity, derivatives, credit, and money markets 12:28 — $STRC: bitcoin-backed preferred equity designed to create asset-backed Digital Credit 15:33 — The $STRC breakthrough: potential tax-deferred credit dividends backed by unrealized Bitcoin gains 18:18 — Digital Credit on Digital Capital: the killer app of a $50B bitcoin-backed balance sheet 19:48 — Digital Money: zero-volatility, fiat-pegged, yield-bearing bitcoin-backed assets 22:32 — Stress testing $STRC through deeper Bitcoin drawdowns 25:51 — $STRC vs. Bitcoin in the bear market: stripping ~90% of Bitcoin’s downside volatility 27:04 — Transparent Digital Credit: modeling risk from Bitcoin price and volatility every 15 seconds 30:34 — The builder roadmap: “If you want to make money, make the money” 32:27 — $STRC, $SATA, and the credit layer behind bitcoin-backed Digital Money 36:20 — Wrapping Digital Money as accounts, funds, public products, or tokens 41:27 — Creating Digital Credit on Digital Capital, then Digital Money on Digital Credit 43:00 — 2026 headwinds: geopolitics, the Fed, AI capital rotation, and digital asset regulation 44:54 — Potential catalysts: $STRC returning to par, Digital Credit reaccelerating, and capital flowing back to Digital Capital 46:01 — Why current market conditions may be a strong entry point for Digital Money builders
46:49

I joined Laura K. Inamedinova at the Xapo Bank Conference in London on July 1 for a fireside chat on Bitcoin as Digital Capital, the emergence of Digital Credit, and the path to Bitcoin-backed Digital Money. Fix the money, fix the world. $BTC 00:42 — Bitcoin below $60K and the mission: “Fix the money, fix the world” 01:27 — Bitcoin as the dominant Digital Capital network and the next great digital transformation 02:55 — Bitcoin Dominance approaching 69–70% and why “the flippening” debate is over 04:21 — The next layers: Digital Credit and Digital Money built on Bitcoin 06:56 — Strategy as an institutional gateway: attracting $64–65B into Bitcoin across equity, derivatives, credit, and money markets 12:28 — $STRC: bitcoin-backed preferred equity designed to create asset-backed Digital Credit 15:33 — The $STRC breakthrough: potential tax-deferred credit dividends backed by unrealized Bitcoin gains 18:18 — Digital Credit on Digital Capital: the killer app of a $50B bitcoin-backed balance sheet 19:48 — Digital Money: zero-volatility, fiat-pegged, yield-bearing bitcoin-backed assets 22:32 — Stress testing $STRC through deeper Bitcoin drawdowns 25:51 — $STRC vs. Bitcoin in the bear market: stripping ~90% of Bitcoin’s downside volatility 27:04 — Transparent Digital Credit: modeling risk from Bitcoin price and volatility every 15 seconds 30:34 — The builder roadmap: “If you want to make money, make the money” 32:27 — $STRC, $SATA, and the credit layer behind bitcoin-backed Digital Money 36:20 — Wrapping Digital Money as accounts, funds, public products, or tokens 41:27 — Creating Digital Credit on Digital Capital, then Digital Money on Digital Credit 43:00 — 2026 headwinds: geopolitics, the Fed, AI capital rotation, and digital asset regulation 44:54 — Potential catalysts: $STRC returning to par, Digital Credit reaccelerating, and capital flowing back to Digital Capital 46:01 — Why current market conditions may be a strong entry point for Digital Money builders

Michael Saylor

459,905 Aufrufe • vor 14 Tagen

THE NATIONAL STRATEGIC SIGNIFICANCE OF BITCOIN—A STRATEGIC BITCOIN RESERVE AND SOFTWAR This is an excellent video primer on Bitcoin as a cyber power projection technology. Anyone who values Bitcoin needs to understand what is happening here. The US government will pick it up first as a PoW (physical power) technology to protect US assets and interests in cyberspace—exactly how the US employs it will likely remain classified at the TS/SCI level. Other countries follow suit once they realize they've lost any cyberspace advantage or edge they thought they had. A Strategic Bitcoin Reserve will not just be a "nice to have" idea thought up by a bunch of financial engineering nerds, it will become an absolute necessity by any national government if they expect to be taken as a serious global power. In the end, Bitcoin, and all the individuals and entities who stand to benefit from it, will win.
15:18

THE NATIONAL STRATEGIC SIGNIFICANCE OF BITCOIN—A STRATEGIC BITCOIN RESERVE AND SOFTWAR This is an excellent video primer on Bitcoin as a cyber power projection technology. Anyone who values Bitcoin needs to understand what is happening here. The US government will pick it up first as a PoW (physical power) technology to protect US assets and interests in cyberspace—exactly how the US employs it will likely remain classified at the TS/SCI level. Other countries follow suit once they realize they've lost any cyberspace advantage or edge they thought they had. A Strategic Bitcoin Reserve will not just be a "nice to have" idea thought up by a bunch of financial engineering nerds, it will become an absolute necessity by any national government if they expect to be taken as a serious global power. In the end, Bitcoin, and all the individuals and entities who stand to benefit from it, will win.

Hermes Lux

16,054 Aufrufe • vor 3 Monaten

I was watching a Parker Lewis talk from seven months ago, and it was genuinely excellent. I was surprised to discover that I agree with him philosophically almost 100%, especially after he has voiced some disagreements with me on here. His vision of a Bitcoin standard was clear. Bitcoin becomes the money, pricing mechanism, payment rail, and unit of account. Companies earn Bitcoin cash flows, assets are valued in Bitcoin, and people use their savings to invest and assume risk. His exact words were: “People will have savings. People will still invest. People will still take risks… We’re not all just sitting here staring at our digital wealth.” Correct. That is precisely how I think about Bitcoin. Bitcoin is the apex money and ultimate denominator. I hold it in self-custody. I also invest some of my capital in equities when I believe the expected Bitcoin-denominated return compensates me for the additional risk.
0:21

I was watching a Parker Lewis talk from seven months ago, and it was genuinely excellent. I was surprised to discover that I agree with him philosophically almost 100%, especially after he has voiced some disagreements with me on here. His vision of a Bitcoin standard was clear. Bitcoin becomes the money, pricing mechanism, payment rail, and unit of account. Companies earn Bitcoin cash flows, assets are valued in Bitcoin, and people use their savings to invest and assume risk. His exact words were: “People will have savings. People will still invest. People will still take risks… We’re not all just sitting here staring at our digital wealth.” Correct. That is precisely how I think about Bitcoin. Bitcoin is the apex money and ultimate denominator. I hold it in self-custody. I also invest some of my capital in equities when I believe the expected Bitcoin-denominated return compensates me for the additional risk.

Adam Livingston

23,706 Aufrufe • vor 12 Tagen

If you need some laughter and lightness this week, this is the interview for you. I really enjoyed this show with t.j. miller about why there's no second best to Bitcoin, whether fame means wealth, broken money in Hollywood, Bitcoin's future heist movie and why his wife, Kate, is a maxi! Timecodes: 00:00 How did T.J. Miller get into Bitcoin? 9:33 Our relationship with money 15:36 How many celebrities are into Bitcoin 22:10 Will there be a Bitcoin origin story movie? 32:38 Do people who own Bitcoin understand it? 33:31 Bitcoin price future 36:35 How has broken money impacted Hollywood?
45:55

If you need some laughter and lightness this week, this is the interview for you. I really enjoyed this show with t.j. miller about why there's no second best to Bitcoin, whether fame means wealth, broken money in Hollywood, Bitcoin's future heist movie and why his wife, Kate, is a maxi! Timecodes: 00:00 How did T.J. Miller get into Bitcoin? 9:33 Our relationship with money 15:36 How many celebrities are into Bitcoin 22:10 Will there be a Bitcoin origin story movie? 32:38 Do people who own Bitcoin understand it? 33:31 Bitcoin price future 36:35 How has broken money impacted Hollywood?

Natalie Brunell ⚡️

192,213 Aufrufe • vor 1 Jahr

Debunking the Flat Bitcoin Theory 🧵 In the early days of Bitcoin (2009-2014) there was a massive amount of experimentation and innovation on bitcoin The first NFTs and cryptoart started on Bitcoin The first memecoins started on Bitcoin The first stablecoins and real world assets started on Bitcoin The first dapps started on Bitcoin The first DEX started on Bitcoin The first on-chain governance started on Bitcoin The first crypto degens were playing Satoshi Dice on Bitcoin But then the OP_RETURN wars happened and people like Luke Dashjr vilified innovation and scared builders away resulting in a long period of stagnation (2015-2023) This period of stagnation gave birth to the Flat Bitcoin Theory which infected the minds of nearly everyone The Flat Bitcoin Theory is a belief held by "Flat Bitcoiners" who think that Bitcoin is a boring blockchain that is not capable of the innovative use cases that we see on alt L1s like Ethereum or Solana But thankfully in January 2023 Casey burst onto the scene with the ordinals protocol and one by one people have been waking up from this lie and realizing that Bitcoin is actually multidimensional and capable of everything you could possibly imagine and more Since then Bitcoin has experienced a renaissance of innovation with a new set of builders picking up where the set of OG builders left off Jeremy Lin | 🔄 DotSwap (On Nexus) from DOTSWAP•DOTSWAP - Official has defied all FUD and delivered a trustless liquidity pool style experience on Bitcoin L1 for Runes with zero MEV Stan from Sats Terminal has built an advanced order routing and aggregation engine for Runes trading on Bitcoin L1 Scott 🟠 from radFi has revived the Runes trenches with a token launchpad on Bitcoin L1 that thousands of people use every day Robin from Liquidium | Bitcoin Loans built a Runes and Ordinals lending protocol that has processed hundreds of millions of dollars of volume which proves that DeFi can thrive on Bitcoin L1 domo and Binari from BRC 2.0 and Tagga from Alkanes have been relentlessly pursing a vision for general purpose smart contracts on Bitcoin L1 TO from Pizza Pets built a fully on-chain multiplayer game directly on Bitcoin L1 Ken Liao from built a Bitcoin wallet for interacting with Bitcoin L1 dapps that is so sleek that it puts Ethereum's flagship wallet MetaMask to shame danny huuep from OnChainMonkey® pioneered a new way to store an entire 10K PFP collection on Bitcoin for only $23 that is now widely adopted by hundreds of other Ordinals collections SergeSats has formed the Bitcoin Art Society to preserve Bitcoin's on-chain culture for future generation has dedicated months of his life to ensuring that once a year there is a place where bitcoin builders can gather to celebrate experimentation on bitcoin at Bitcoin Summit Massive decentralized communities like the $DOG Army and Bitcoin Puppets have rallied together to support all of these innovations and champion the Bitcoin ecosystem Do not ever let anyone tell you that Bitcoin is not capable of something or that you must only use Bitcoin in a certain way The Bitcoin network is more secure and robust longterm when it is winning at developer mindshare and blocks are filled with a diverse set of on-chain activity It is up to us, the Ordinals, Runes, and Bitcoin DeFi ecosystem to be stewards of this technology now so go build the most badass applications possible and never stop fighting for innovation on Bitcoin!
13:29

Debunking the Flat Bitcoin Theory 🧵 In the early days of Bitcoin (2009-2014) there was a massive amount of experimentation and innovation on bitcoin The first NFTs and cryptoart started on Bitcoin The first memecoins started on Bitcoin The first stablecoins and real world assets started on Bitcoin The first dapps started on Bitcoin The first DEX started on Bitcoin The first on-chain governance started on Bitcoin The first crypto degens were playing Satoshi Dice on Bitcoin But then the OP_RETURN wars happened and people like Luke Dashjr vilified innovation and scared builders away resulting in a long period of stagnation (2015-2023) This period of stagnation gave birth to the Flat Bitcoin Theory which infected the minds of nearly everyone The Flat Bitcoin Theory is a belief held by "Flat Bitcoiners" who think that Bitcoin is a boring blockchain that is not capable of the innovative use cases that we see on alt L1s like Ethereum or Solana But thankfully in January 2023 Casey burst onto the scene with the ordinals protocol and one by one people have been waking up from this lie and realizing that Bitcoin is actually multidimensional and capable of everything you could possibly imagine and more Since then Bitcoin has experienced a renaissance of innovation with a new set of builders picking up where the set of OG builders left off Jeremy Lin | 🔄 DotSwap (On Nexus) from DOTSWAP•DOTSWAP - Official has defied all FUD and delivered a trustless liquidity pool style experience on Bitcoin L1 for Runes with zero MEV Stan from Sats Terminal has built an advanced order routing and aggregation engine for Runes trading on Bitcoin L1 Scott 🟠 from radFi has revived the Runes trenches with a token launchpad on Bitcoin L1 that thousands of people use every day Robin from Liquidium | Bitcoin Loans built a Runes and Ordinals lending protocol that has processed hundreds of millions of dollars of volume which proves that DeFi can thrive on Bitcoin L1 domo and Binari from BRC 2.0 and Tagga from Alkanes have been relentlessly pursing a vision for general purpose smart contracts on Bitcoin L1 TO from Pizza Pets built a fully on-chain multiplayer game directly on Bitcoin L1 Ken Liao from built a Bitcoin wallet for interacting with Bitcoin L1 dapps that is so sleek that it puts Ethereum's flagship wallet MetaMask to shame danny huuep from OnChainMonkey® pioneered a new way to store an entire 10K PFP collection on Bitcoin for only $23 that is now widely adopted by hundreds of other Ordinals collections SergeSats has formed the Bitcoin Art Society to preserve Bitcoin's on-chain culture for future generation has dedicated months of his life to ensuring that once a year there is a place where bitcoin builders can gather to celebrate experimentation on bitcoin at Bitcoin Summit Massive decentralized communities like the $DOG Army and Bitcoin Puppets have rallied together to support all of these innovations and champion the Bitcoin ecosystem Do not ever let anyone tell you that Bitcoin is not capable of something or that you must only use Bitcoin in a certain way The Bitcoin network is more secure and robust longterm when it is winning at developer mindshare and blocks are filled with a diverse set of on-chain activity It is up to us, the Ordinals, Runes, and Bitcoin DeFi ecosystem to be stewards of this technology now so go build the most badass applications possible and never stop fighting for innovation on Bitcoin!

Leonidas 🧡 $DOG

62,939 Aufrufe • vor 10 Monaten

Gold since April 2025: +60% Bitcoin since April 2025: -30% Gold since its January high: still near all-time highs. Bitcoin since its October high: -48%. 5 consecutive red months for Bitcoin. A 0.55 correlation with the S&P 500 as of March 1st. And people still call it "digital gold." Let me explain why that framing will cost you money: When the Middle East escalated, gold surged above $5,300. Bitcoin dropped. When equities sold off, gold held. Bitcoin sold with them. When uncertainty spiked, gold hit all-time highs. Bitcoin bled. This isn't an accident. It's the nature of WHAT these assets actually are. Gold is an asset that isn't somebody else's liability. It's not correlated with the general level of risk assets. It doesn't shift identities depending on what the market needs it to be that week. Bitcoin does. Sometimes it's digital gold. Sometimes it's correlated to NASDAQ. Sometimes it follows the dollar. Sometimes it follows liquidity. It depends on whatever narrative is convenient at the time. And narrative always follows price. That's the way it works. When Bitcoin was ripping to $126,000 in October, everyone called it a store of value. Now that it's trading at $66,000 with 5 red months, NOBODY talks about the digital gold thesis anymore. Gold doesn't have that problem. Central banks bought 863 tonnes of gold in 2025. Accumulating at the fastest pace in decades. China is buying like crazy for months. Nobody's buying Bitcoin for their sovereign reserves. Nobody's rewriting the gold thesis every quarter. I said this on back in April last year when Bitcoin was reclaiming $90,000 and everyone wanted me to be bullish on crypto: "If NASDAQ takes a header, if risk assets take another leg down, you want to bet Bitcoin goes up or down? I'd vote down." NASDAQ took a header. Risk assets took a leg down. Bitcoin went down. Gold went up. It's not complicated. Gold is insurance against irresponsible policies from central bankers and government officials. It protects you against the falling dollar. It's been doing this for 5,000 years. Bitcoin is a speculative instrument that acts like protection only when everything else is going up too. And in the environment we're heading into (geopolitical risk at generational highs, the dollar under pressure, central banks still buying, the Fed boxed in on rates) you want the real thing. Not the imitation. GOLD SURVIVED EMPIRES BITCOIN SURVIVED TWITTER
1:25

Gold since April 2025: +60% Bitcoin since April 2025: -30% Gold since its January high: still near all-time highs. Bitcoin since its October high: -48%. 5 consecutive red months for Bitcoin. A 0.55 correlation with the S&P 500 as of March 1st. And people still call it "digital gold." Let me explain why that framing will cost you money: When the Middle East escalated, gold surged above $5,300. Bitcoin dropped. When equities sold off, gold held. Bitcoin sold with them. When uncertainty spiked, gold hit all-time highs. Bitcoin bled. This isn't an accident. It's the nature of WHAT these assets actually are. Gold is an asset that isn't somebody else's liability. It's not correlated with the general level of risk assets. It doesn't shift identities depending on what the market needs it to be that week. Bitcoin does. Sometimes it's digital gold. Sometimes it's correlated to NASDAQ. Sometimes it follows the dollar. Sometimes it follows liquidity. It depends on whatever narrative is convenient at the time. And narrative always follows price. That's the way it works. When Bitcoin was ripping to $126,000 in October, everyone called it a store of value. Now that it's trading at $66,000 with 5 red months, NOBODY talks about the digital gold thesis anymore. Gold doesn't have that problem. Central banks bought 863 tonnes of gold in 2025. Accumulating at the fastest pace in decades. China is buying like crazy for months. Nobody's buying Bitcoin for their sovereign reserves. Nobody's rewriting the gold thesis every quarter. I said this on back in April last year when Bitcoin was reclaiming $90,000 and everyone wanted me to be bullish on crypto: "If NASDAQ takes a header, if risk assets take another leg down, you want to bet Bitcoin goes up or down? I'd vote down." NASDAQ took a header. Risk assets took a leg down. Bitcoin went down. Gold went up. It's not complicated. Gold is insurance against irresponsible policies from central bankers and government officials. It protects you against the falling dollar. It's been doing this for 5,000 years. Bitcoin is a speculative instrument that acts like protection only when everything else is going up too. And in the environment we're heading into (geopolitical risk at generational highs, the dollar under pressure, central banks still buying, the Fed boxed in on rates) you want the real thing. Not the imitation. GOLD SURVIVED EMPIRES BITCOIN SURVIVED TWITTER

George Noble

11,852 Aufrufe • vor 4 Monaten

🚨BITCOIN RESERVE SNAG IS NOT THE STORY🚨 The story is that crypto is now being structured at the highest level of the U.S. government. Trump’s order already created a Strategic Bitcoin Reserve and a separate Digital Asset Stockpile. Now the debate is where it legally sits, Treasury or Commerce, and how America manages seized digital assets long term. That is not the same as walking away. That is the government learning how to hold crypto as national infrastructure. Now add CLARITY moving through Congress, and the picture gets bigger for $XRP, $XLM, $HBAR and other digital assets made in America Bitcoin is the reserve signal. Utility assets are the working rails: settlement, payments, tokenization and enterprise networks. This is the moment most people misread. They see legal friction and panic. I see the U.S. trying to build the rulebook before the next financial system scales.
1:03

🚨BITCOIN RESERVE SNAG IS NOT THE STORY🚨 The story is that crypto is now being structured at the highest level of the U.S. government. Trump’s order already created a Strategic Bitcoin Reserve and a separate Digital Asset Stockpile. Now the debate is where it legally sits, Treasury or Commerce, and how America manages seized digital assets long term. That is not the same as walking away. That is the government learning how to hold crypto as national infrastructure. Now add CLARITY moving through Congress, and the picture gets bigger for $XRP, $XLM, $HBAR and other digital assets made in America Bitcoin is the reserve signal. Utility assets are the working rails: settlement, payments, tokenization and enterprise networks. This is the moment most people misread. They see legal friction and panic. I see the U.S. trying to build the rulebook before the next financial system scales.

X Finance Bull

14,988 Aufrufe • vor 16 Tagen

“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

23,862 Aufrufe • vor 7 Monaten

.David Sacks: Bitcoin Strategic Reserve Will Maximize Long-Term Value of U.S. Holdings "The reason why we need a Bitcoin reserve is that the federal government already owns some. In fact, it obtained around 400,000 Bitcoin over the past decade through criminal and civil forfeitures and seizures. And so the government has to have a strategy for how it deals with this. In the past, the strategy has been simply to sell it in an ad hoc way, almost willy-nilly, and that cost American taxpayers something like $17 billion in lost value. So we want to have a long-term strategy to maximize the value of these holdings. We’ve decided that Bitcoin is scarce, it’s valuable, and it is strategic for the United States to hold on to this as a long-term reserve asset. So that’s the plan with the 200,000 Bitcoin that we believe are in the possession of the federal government. I say 'we believe' because no one really knows for sure since we’ve never had a proper audit. That’s one of the first things this executive order provides: we’re going to do a full government-wide audit to find out what digital assets we actually have so they can be safeguarded and moved into a strategy that maximizes their long-term value."
1:09

.David Sacks: Bitcoin Strategic Reserve Will Maximize Long-Term Value of U.S. Holdings "The reason why we need a Bitcoin reserve is that the federal government already owns some. In fact, it obtained around 400,000 Bitcoin over the past decade through criminal and civil forfeitures and seizures. And so the government has to have a strategy for how it deals with this. In the past, the strategy has been simply to sell it in an ad hoc way, almost willy-nilly, and that cost American taxpayers something like $17 billion in lost value. So we want to have a long-term strategy to maximize the value of these holdings. We’ve decided that Bitcoin is scarce, it’s valuable, and it is strategic for the United States to hold on to this as a long-term reserve asset. So that’s the plan with the 200,000 Bitcoin that we believe are in the possession of the federal government. I say 'we believe' because no one really knows for sure since we’ve never had a proper audit. That’s one of the first things this executive order provides: we’re going to do a full government-wide audit to find out what digital assets we actually have so they can be safeguarded and moved into a strategy that maximizes their long-term value."

Josh Caplan

90,861 Aufrufe • vor 1 Jahr

The hardest thing in business is not seeing the future. It is surviving long enough to build it. My fireside chat with Julian Liniger at BTC Prague on focus, endurance, corporate transformation, and how entrepreneurs can use Bitcoin, AI, and digital finance to create the next generation of products. Full interview below. 00:00 - Bitcoin as the dominant global Digital Capital network: 17 years, hundreds of billions invested, and a potential $100T opportunity 00:51 - Bitcoin near the 200-week moving average: why $BTC is more compelling after a 50% drawdown 01:52 - Strategy’s scale and the media narrative: from ~$600M enterprise value to as high as ~$120B 10:29 - Bitcoin fundamentals: economic empowerment, sovereign property rights, and the dominant digital monetary network 12:16 - Why there is no second best: Bitcoin as Digital Capital, Digital Money, and a potential $100T network 16:09 - Entrepreneur advice: build a simple product using new technology to solve a real problem 20:30 - Focus, endurance, and the danger of dilutive distractions 32:25 - What I would build today: AI plus Digital Assets, especially Digital Money and Digital Yield 33:27 - Digital Credit: taking a 40 vol asset, stripping it to ~4 vol, and creating new yield products 34:57 - Digital Money: 6–8% yield in major currencies with no volatility 38:05 - $STRC, $SATA, and the next layer of bitcoin-backed financial products 48:52 - Q&A: why Strategy sold 32 BTC and why bitcoin-backed capital must support credit and equity 59:29 - Q&A: Strategy as a shock absorber: selling 32 BTC while buying net ~250,000 BTC during the bear market 01:02:39 - Why public companies protect Bitcoin through accounting, tax, legal, political, and economic advocacy 01:07:58 - Strategy as the extension of the Bitcoin network into the free market system
1:09:33

The hardest thing in business is not seeing the future. It is surviving long enough to build it. My fireside chat with Julian Liniger at BTC Prague on focus, endurance, corporate transformation, and how entrepreneurs can use Bitcoin, AI, and digital finance to create the next generation of products. Full interview below. 00:00 - Bitcoin as the dominant global Digital Capital network: 17 years, hundreds of billions invested, and a potential $100T opportunity 00:51 - Bitcoin near the 200-week moving average: why $BTC is more compelling after a 50% drawdown 01:52 - Strategy’s scale and the media narrative: from ~$600M enterprise value to as high as ~$120B 10:29 - Bitcoin fundamentals: economic empowerment, sovereign property rights, and the dominant digital monetary network 12:16 - Why there is no second best: Bitcoin as Digital Capital, Digital Money, and a potential $100T network 16:09 - Entrepreneur advice: build a simple product using new technology to solve a real problem 20:30 - Focus, endurance, and the danger of dilutive distractions 32:25 - What I would build today: AI plus Digital Assets, especially Digital Money and Digital Yield 33:27 - Digital Credit: taking a 40 vol asset, stripping it to ~4 vol, and creating new yield products 34:57 - Digital Money: 6–8% yield in major currencies with no volatility 38:05 - $STRC, $SATA, and the next layer of bitcoin-backed financial products 48:52 - Q&A: why Strategy sold 32 BTC and why bitcoin-backed capital must support credit and equity 59:29 - Q&A: Strategy as a shock absorber: selling 32 BTC while buying net ~250,000 BTC during the bear market 01:02:39 - Why public companies protect Bitcoin through accounting, tax, legal, political, and economic advocacy 01:07:58 - Strategy as the extension of the Bitcoin network into the free market system

Michael Saylor

333,856 Aufrufe • vor 1 Monat

Matthew Kratter from Bitcoin University explains what happens if Bitcoin doesn't succeed: "The one thing that we definitely want to keep free and and open is is money itself. And to the extent that Bitcoiners hold their own keys, run their own nodes, it gives us hope that the money will not be turned off and captured." "Money is the ultimate form of government control. And so this is one thing that Bitcoin is trying to do is trying to route around fiat money and help to develop a parallel system that is less captured." "The gold standard failed once and gold doesn't give you the same freedom that Bitcoin does."
7:43

Matthew Kratter from Bitcoin University explains what happens if Bitcoin doesn't succeed: "The one thing that we definitely want to keep free and and open is is money itself. And to the extent that Bitcoiners hold their own keys, run their own nodes, it gives us hope that the money will not be turned off and captured." "Money is the ultimate form of government control. And so this is one thing that Bitcoin is trying to do is trying to route around fiat money and help to develop a parallel system that is less captured." "The gold standard failed once and gold doesn't give you the same freedom that Bitcoin does."

Simply Bitcoin

26,673 Aufrufe • vor 1 Monat

🔥THE ANTI-SAYLOR BITCOINERS HAVE LOST THEIR MINDS🔥 Bitcoiners spent 15 years screaming “BUY BITCOIN” into the void. Then Michael Saylor heard them, walked into the capital markets casino with a flamethrower, and started converting fiat clown paper into the hardest asset on Earth at industrial scale. Naturally, half the Bitcoin priesthood had a nervous breakdown. In this video, I break down the absurd anti-Saylor meltdown, the fake “centralization” panic, the hilarious double standard around large Bitcoin holders, and why Strategy’s Bitcoin accumulation is exactly what winning looks like. A public company buying Bitcoin from willing sellers at market prices does not break Bitcoin. It breaks the brains of people who wanted Bitcoin to win, but only slowly, politely, and in a way that preserved their status as conference goblins with self-custody affiliate links. Bitcoin does not care who buys it. Individuals. Companies. Institutions. Sovereign wealth funds. Pension funds. Weird libertarians in cargo shorts. Anyone can buy. That is the whole point. The anti-Saylor Bitcoiners have lost their minds:
21:58

🔥THE ANTI-SAYLOR BITCOINERS HAVE LOST THEIR MINDS🔥 Bitcoiners spent 15 years screaming “BUY BITCOIN” into the void. Then Michael Saylor heard them, walked into the capital markets casino with a flamethrower, and started converting fiat clown paper into the hardest asset on Earth at industrial scale. Naturally, half the Bitcoin priesthood had a nervous breakdown. In this video, I break down the absurd anti-Saylor meltdown, the fake “centralization” panic, the hilarious double standard around large Bitcoin holders, and why Strategy’s Bitcoin accumulation is exactly what winning looks like. A public company buying Bitcoin from willing sellers at market prices does not break Bitcoin. It breaks the brains of people who wanted Bitcoin to win, but only slowly, politely, and in a way that preserved their status as conference goblins with self-custody affiliate links. Bitcoin does not care who buys it. Individuals. Companies. Institutions. Sovereign wealth funds. Pension funds. Weird libertarians in cargo shorts. Anyone can buy. That is the whole point. The anti-Saylor Bitcoiners have lost their minds:

Adam Livingston

37,947 Aufrufe • vor 2 Monaten

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

20,459 Aufrufe • vor 1 Monat