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Internet Computer contracts can hold and spend Bitcoin without a bridge Smart contracts on DFINITY Foundation's Internet Computer, called canisters, can control Bitcoin, Ethereum, and Solana addresses outright, signing and submitting transactions with no bridge, wrapped asset, or oracle in between. ICP calls the design Chain Fusion. The trick...

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We’re thrilled to announce that Bitcoin is now finally live on our cross-chain bridge, Router Nitro! Try it out: With this integration, you can now: - Swap any asset from the Ethereum chain to BTC on the Bitcoin network - Swap BTC from the Bitcoin network to WBTC on the Ethereum chain Experience unmatched speed and cost-efficiency—all in a fully decentralized, trustless way with no custodians involved! Getting started is simple: - You can use any EVM-compatible wallet when you’re going from Ethereum to Bitcoin - When going from Bitcoin to Ethereum, to have a smooth and easy experience you will need XDEFI wallet! Our roadmap includes adding more chains, wallets, and assets to support Bitcoin bridging. Besides, Router is developing a solution to enable users to seamlessly transfer BTC from Bitcoin to any token on other chains. In upcoming upgrades, users will be able to buy any token they want using Bitcoin. Bitcoin holds unmatched stability and liquidity in the crypto world and with this integration, Router Nitro empowers users, platforms, and developers to access Bitcoin’s liquidity across DeFi, dApps, and more—all while preserving Bitcoin’s core values. Embrace the power of BTC and start exploring Router Nitro’s new Bitcoin connectivity!
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We’re thrilled to announce that Bitcoin is now finally live on our cross-chain bridge, Router Nitro! Try it out: With this integration, you can now: - Swap any asset from the Ethereum chain to BTC on the Bitcoin network - Swap BTC from the Bitcoin network to WBTC on the Ethereum chain Experience unmatched speed and cost-efficiency—all in a fully decentralized, trustless way with no custodians involved! Getting started is simple: - You can use any EVM-compatible wallet when you’re going from Ethereum to Bitcoin - When going from Bitcoin to Ethereum, to have a smooth and easy experience you will need XDEFI wallet! Our roadmap includes adding more chains, wallets, and assets to support Bitcoin bridging. Besides, Router is developing a solution to enable users to seamlessly transfer BTC from Bitcoin to any token on other chains. In upcoming upgrades, users will be able to buy any token they want using Bitcoin. Bitcoin holds unmatched stability and liquidity in the crypto world and with this integration, Router Nitro empowers users, platforms, and developers to access Bitcoin’s liquidity across DeFi, dApps, and more—all while preserving Bitcoin’s core values. Embrace the power of BTC and start exploring Router Nitro’s new Bitcoin connectivity!

Router Protocol

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Smart Contracts. ✓ Live. Oracle Machines. ✓ Live. Outsourced Computing. ▲ Design starts this week. Qubic's third and final pillar is in motion. Smart contracts execute on-chain. Oracle Machines let them read the outside world. Outsourced Computing lets them request work from the outside world, verified by quorum, with no central operator. A smart contract that can observe, decide, and trigger real-world consequences is no longer just a smart contract. Two pillars live. Third in design. Four years in the making.
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Smart Contracts. ✓ Live. Oracle Machines. ✓ Live. Outsourced Computing. ▲ Design starts this week. Qubic's third and final pillar is in motion. Smart contracts execute on-chain. Oracle Machines let them read the outside world. Outsourced Computing lets them request work from the outside world, verified by quorum, with no central operator. A smart contract that can observe, decide, and trigger real-world consequences is no longer just a smart contract. Two pillars live. Third in design. Four years in the making.

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‼️ALERT: ETHEREUM'S TOP 1,000 WALLETS COULD BE DRAINED IN NINE DAYS WITHOUT A QUANTUM UPGRADE Google's quantum research team warns that a future fast-clock quantum computer could compromise Ethereum's 1,000 highest-value accounts in less than nine days. Those accounts collectively hold approximately 20.5 million $ETH. Bitcoin users can avoid exposing their public keys. Ethereum users cannot. The moment an Ethereum user sends their first transaction, their public key is permanently exposed on the blockchain, according to the report. It stays exposed indefinitely. The paper identifies five distinct quantum attack vectors on Ethereum. Among the most alarming is the threat to smart contract admin keys. Those keys control over $200 billion in stablecoins and tokenised real-world assets. Ethereum's Proof-of-Stake consensus mechanism also relies on quantum-vulnerable BLS signatures. A sufficiently advanced quantum attacker could use this to compromise the blockchain's finality itself. There is a silver lining. The Ethereum Foundation is already researching post-quantum alternatives. The paper suggests this gives Ethereum a potential advantage over Bitcoin in executing an orderly transition to quantum-safe cryptography.
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‼️ALERT: ETHEREUM'S TOP 1,000 WALLETS COULD BE DRAINED IN NINE DAYS WITHOUT A QUANTUM UPGRADE Google's quantum research team warns that a future fast-clock quantum computer could compromise Ethereum's 1,000 highest-value accounts in less than nine days. Those accounts collectively hold approximately 20.5 million $ETH. Bitcoin users can avoid exposing their public keys. Ethereum users cannot. The moment an Ethereum user sends their first transaction, their public key is permanently exposed on the blockchain, according to the report. It stays exposed indefinitely. The paper identifies five distinct quantum attack vectors on Ethereum. Among the most alarming is the threat to smart contract admin keys. Those keys control over $200 billion in stablecoins and tokenised real-world assets. Ethereum's Proof-of-Stake consensus mechanism also relies on quantum-vulnerable BLS signatures. A sufficiently advanced quantum attacker could use this to compromise the blockchain's finality itself. There is a silver lining. The Ethereum Foundation is already researching post-quantum alternatives. The paper suggests this gives Ethereum a potential advantage over Bitcoin in executing an orderly transition to quantum-safe cryptography.

BSCN

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$25 in bitcoin for spending $1. Not a typo. Use Cash App to pay with bitcoin at a Square seller and get $25 in bitcoin back. Here’s how it works: 1️⃣ Open the bitcoin map on Cash App to discover a Square business that accepts BTC 2️⃣ Spend $1+ of BTC (or Cash balance over Lightning) at a participating Square seller 3️⃣ Earn $25 in BTC* Learn more at
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$25 in bitcoin for spending $1. Not a typo. Use Cash App to pay with bitcoin at a Square seller and get $25 in bitcoin back. Here’s how it works: 1️⃣ Open the bitcoin map on Cash App to discover a Square business that accepts BTC 2️⃣ Spend $1+ of BTC (or Cash balance over Lightning) at a participating Square seller 3️⃣ Earn $25 in BTC* Learn more at

Square

755,637 Aufrufe • vor 4 Monaten

😱 I'VE LOST $525,000+ IN #BITCOIN Not from a scam. Not from a hack. From my own stupidity. 5 $BTC → sent to an address on a computer I wiped. 2.5 BTC → sitting in a wallet I'll never access again. That's 7.5 BTC. Gone. Forever. But I'm not even the worst case. This guy missed ONE digit in a wallet address. One single character. And sent 55,000 BTC to the wrong place. That's over $3.8 BILLION. Gone because of a copy-paste error. And you know what? I am still here telling you to buy Bitcoin. Because the only thing worse than losing Bitcoin… is never owning any.
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😱 I'VE LOST $525,000+ IN #BITCOIN Not from a scam. Not from a hack. From my own stupidity. 5 $BTC → sent to an address on a computer I wiped. 2.5 BTC → sitting in a wallet I'll never access again. That's 7.5 BTC. Gone. Forever. But I'm not even the worst case. This guy missed ONE digit in a wallet address. One single character. And sent 55,000 BTC to the wrong place. That's over $3.8 BILLION. Gone because of a copy-paste error. And you know what? I am still here telling you to buy Bitcoin. Because the only thing worse than losing Bitcoin… is never owning any.

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Introducing Zest Protocol Stacks Vaults, Automated yield strategies for Bitcoin-native finance. Launching alongside the stacks.btc Bitcoin Staking upgrade. Stacks Vaults mark the evolution of Zest Protocol from a lending market into yield infrastructure. Until now, earning optimised yield on Stacks meant actively managing positions across markets, moving collateral, monitoring rates, and rebalancing by hand. Stacks Vaults changes that: deposit a single asset, select a strategy, and the vault handles the mechanics in the background. This is the yield toolkit for Stacks. Every yield source in the ecosystem becomes a strategy that can be automated and offered as a single-deposit product. The first vault is a levered Bitcoin Staking vault, built around the liquid staking Bitcoin token Stacking DAO launches with the Stacks Bitcoin Staking upgrade. How the levered Bitcoin Staking vault works: 🟠 One deposit, one position. Deposit BTC, sBTC, or stBTC directly into the vault. You hold a single position while the strategy runs itself. 🟠 Automated leverage. The vault uses your stBTC as collateral to borrow sBTC, stakes the borrowed sBTC into stBTC, and repeats the process. Target yield: 6 to 8%, purely derived from Bitcoin Staking on Stacks. 🟠 Non-custodial. The vault contract can only execute strategy actions on Zest Protocol's lending markets. It cannot move funds anywhere else, and only the user can withdraw their position. No one, including Zest Protocol, can access vault assets. 🟠 Built on live lending markets. The vault runs on Zest Protocol's existing markets: two years in production, over a thousand liquidations processed without bad debt. 🟠 Continuous monitoring. Zest Protocol manages the strategy and monitors the position automatically. No manual rebalancing, no juggling markets. 🟠 First of many strategies. The stBTC looping vault is the first, not the last. STX-based strategies, stablecoin and credit-based strategies, and structured yield products can all be built on the same foundation. External curators will be able to manage their own strategies on Stacks Vaults. Lending markets were the foundation. Vaults are what gets built on top. Stacks Vaults launch alongside stBTC, right before Stacks Bitcoin Staking goes live. Note: Stacks Vaults are separate from Bitcoin Collateral Vaults, Zest Protocol's upcoming flagship product that allows users to borrow against native BTC on any chain (e.g. Ethereum). More updates on Bitcoin Collateral Vaults follow shortly. Follow Zest Protocol on X or subscribe to our newsletter to be notified when levered Bitcoin Staking goes live.
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Introducing Zest Protocol Stacks Vaults, Automated yield strategies for Bitcoin-native finance. Launching alongside the stacks.btc Bitcoin Staking upgrade. Stacks Vaults mark the evolution of Zest Protocol from a lending market into yield infrastructure. Until now, earning optimised yield on Stacks meant actively managing positions across markets, moving collateral, monitoring rates, and rebalancing by hand. Stacks Vaults changes that: deposit a single asset, select a strategy, and the vault handles the mechanics in the background. This is the yield toolkit for Stacks. Every yield source in the ecosystem becomes a strategy that can be automated and offered as a single-deposit product. The first vault is a levered Bitcoin Staking vault, built around the liquid staking Bitcoin token Stacking DAO launches with the Stacks Bitcoin Staking upgrade. How the levered Bitcoin Staking vault works: 🟠 One deposit, one position. Deposit BTC, sBTC, or stBTC directly into the vault. You hold a single position while the strategy runs itself. 🟠 Automated leverage. The vault uses your stBTC as collateral to borrow sBTC, stakes the borrowed sBTC into stBTC, and repeats the process. Target yield: 6 to 8%, purely derived from Bitcoin Staking on Stacks. 🟠 Non-custodial. The vault contract can only execute strategy actions on Zest Protocol's lending markets. It cannot move funds anywhere else, and only the user can withdraw their position. No one, including Zest Protocol, can access vault assets. 🟠 Built on live lending markets. The vault runs on Zest Protocol's existing markets: two years in production, over a thousand liquidations processed without bad debt. 🟠 Continuous monitoring. Zest Protocol manages the strategy and monitors the position automatically. No manual rebalancing, no juggling markets. 🟠 First of many strategies. The stBTC looping vault is the first, not the last. STX-based strategies, stablecoin and credit-based strategies, and structured yield products can all be built on the same foundation. External curators will be able to manage their own strategies on Stacks Vaults. Lending markets were the foundation. Vaults are what gets built on top. Stacks Vaults launch alongside stBTC, right before Stacks Bitcoin Staking goes live. Note: Stacks Vaults are separate from Bitcoin Collateral Vaults, Zest Protocol's upcoming flagship product that allows users to borrow against native BTC on any chain (e.g. Ethereum). More updates on Bitcoin Collateral Vaults follow shortly. Follow Zest Protocol on X or subscribe to our newsletter to be notified when levered Bitcoin Staking goes live.

Zest Protocol

28,549 Aufrufe • vor 1 Monat

The thing no one noticed: There’s a pricing lag between betting on Bitcoin and trading Bitcoin perps. That gap usually disappears once market makers close it. Until then, you can watch both markets side by side, see the dislocation in real time, and trade it. This is exactly the kind of edge most traders never even look for.
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The thing no one noticed: There’s a pricing lag between betting on Bitcoin and trading Bitcoin perps. That gap usually disappears once market makers close it. Until then, you can watch both markets side by side, see the dislocation in real time, and trade it. This is exactly the kind of edge most traders never even look for.

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43,926 Aufrufe • vor 1 Monat

🚀 DeXe Protocol is LIVE on Ethereum! 🚀 🔥The first milestone is in action, and DeXe officially launches on Ethereum! Builders can now leverage innovative technologies for decision-making, treasury management, and more on ETH! It is an important milestone for our community. About 70% of DEXE's supply on ETH can now fully access governance tools, managing treasury and smart contracts transparently and autonomously 🔹 Top-Tier Technology Meets the Leading Network DeXe Protocol brings its cutting-edge tools for treasury management, decision-making, and Web3 innovations to Ethereum, the most liquid blockchain, home to over $70B in DeFi TVL and the birthplace of DAOs with about $28B worth of treasuries 🔹 DeXe DAO is now on ETH - Managing the Protocol's smart contracts on Ethereum. - Consolidating and locking the DAO Treasury into DeXe's smart contracts for complete transparency and autonomy 🔹 Multi-Chain Evolution DeXe now bridges BNB Chain and Ethereum, uniting holders and DAO members across both networks. This multi-chain foundation sets the stage for future scaling and expanded functionality This milestone is just the beginning—more exciting updates are coming🚀 💥Join us as we shape the future of decentralized governance! Read more here 👉
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🚀 DeXe Protocol is LIVE on Ethereum! 🚀 🔥The first milestone is in action, and DeXe officially launches on Ethereum! Builders can now leverage innovative technologies for decision-making, treasury management, and more on ETH! It is an important milestone for our community. About 70% of DEXE's supply on ETH can now fully access governance tools, managing treasury and smart contracts transparently and autonomously 🔹 Top-Tier Technology Meets the Leading Network DeXe Protocol brings its cutting-edge tools for treasury management, decision-making, and Web3 innovations to Ethereum, the most liquid blockchain, home to over $70B in DeFi TVL and the birthplace of DAOs with about $28B worth of treasuries 🔹 DeXe DAO is now on ETH - Managing the Protocol's smart contracts on Ethereum. - Consolidating and locking the DAO Treasury into DeXe's smart contracts for complete transparency and autonomy 🔹 Multi-Chain Evolution DeXe now bridges BNB Chain and Ethereum, uniting holders and DAO members across both networks. This multi-chain foundation sets the stage for future scaling and expanded functionality This milestone is just the beginning—more exciting updates are coming🚀 💥Join us as we shape the future of decentralized governance! Read more here 👉

DeXe Protocol

71,726 Aufrufe • vor 1 Jahr

The largest theft in history has already happened. The people behind it just cannot open what they stole yet. Right now, intelligence agencies and criminal groups are quietly copying the world's encrypted data, bank records, medical files, state secrets, private messages, and storing every byte untouched. They cannot read any of it. They are collecting it anyway, because they know the key is about to be invented. The strategy has a name, harvest now, decrypt later, and in 2026 it stopped being theory. Washington declared this the Year of Quantum Security in January, backed by the FBI, the NSA, and NIST. Canada ordered every federal agency to file a migration plan by April. Europe set its deadline for December. Governments do not impose operational deadlines on a someday problem. They do it when the clock is already running. Here is what moved the clock. Every password, every transfer, every secret on Earth is protected by one assumption, that a certain math problem is too hard to solve. Quantum computers solve exactly that problem. For years the machine that could do it looked decades away. Then in late 2025 Google's Willow chip cracked the hardest part of building one, and in March 2026 Google's own researchers estimated that breaking the encryption behind Bitcoin might take fewer than 500,000 qubits, down from 20 million, and could run in minutes. The day this becomes real has a name, Q-Day, and the latest estimates place it between 2030 and 2033. Now make it concrete. Roughly 6.5 million Bitcoin, about a third of every coin that will ever exist, worth close to 500 billion dollars, sit in addresses that have already exposed the very key a quantum computer needs. That includes the coins of Satoshi, the anonymous creator. On Q-Day they become, in the researchers' own word, trivially stealable. It would not look like a crash or a whale selling. It would look like half a trillion dollars of the most secure money ever built simply walking out the door. The asset designed to trust no one and no institution turns out to rest on a single unverified bet, that one math problem stays hard forever. This is what sits beneath the entire digital world. A bank balance, a Bitcoin, a classified cable, all of it is real only because of a proof you supposedly cannot forge. Quantum breaks the proof. Everything we call secure is true only until someone finally checks, and for the first time the check is visible on the horizon. You cannot know whether your data has already been copied. You cannot know the exact day the key arrives. The trust holding up the digital age is a clock counting down to a zero no one can see. The honest counter matters. No machine on Earth can break this encryption today, and serious cryptographers still argue the real threat is a decade or more away. The timeline is far from certain. Quantum-safe codes already exist, the migration has started, and Bitcoin can move its coins to safety before Q-Day if it acts in time. The danger is not that everything breaks tomorrow. It is that anything which must stay secret into the 2030s, a state secret, an identity, a private key, is being stolen today and is already on the clock. The breach is not coming. It is already here, sitting in storage, perfectly encrypted, waiting for a machine that does not exist yet to read it out loud. Research and opinion, not investment advice.
0:10

The largest theft in history has already happened. The people behind it just cannot open what they stole yet. Right now, intelligence agencies and criminal groups are quietly copying the world's encrypted data, bank records, medical files, state secrets, private messages, and storing every byte untouched. They cannot read any of it. They are collecting it anyway, because they know the key is about to be invented. The strategy has a name, harvest now, decrypt later, and in 2026 it stopped being theory. Washington declared this the Year of Quantum Security in January, backed by the FBI, the NSA, and NIST. Canada ordered every federal agency to file a migration plan by April. Europe set its deadline for December. Governments do not impose operational deadlines on a someday problem. They do it when the clock is already running. Here is what moved the clock. Every password, every transfer, every secret on Earth is protected by one assumption, that a certain math problem is too hard to solve. Quantum computers solve exactly that problem. For years the machine that could do it looked decades away. Then in late 2025 Google's Willow chip cracked the hardest part of building one, and in March 2026 Google's own researchers estimated that breaking the encryption behind Bitcoin might take fewer than 500,000 qubits, down from 20 million, and could run in minutes. The day this becomes real has a name, Q-Day, and the latest estimates place it between 2030 and 2033. Now make it concrete. Roughly 6.5 million Bitcoin, about a third of every coin that will ever exist, worth close to 500 billion dollars, sit in addresses that have already exposed the very key a quantum computer needs. That includes the coins of Satoshi, the anonymous creator. On Q-Day they become, in the researchers' own word, trivially stealable. It would not look like a crash or a whale selling. It would look like half a trillion dollars of the most secure money ever built simply walking out the door. The asset designed to trust no one and no institution turns out to rest on a single unverified bet, that one math problem stays hard forever. This is what sits beneath the entire digital world. A bank balance, a Bitcoin, a classified cable, all of it is real only because of a proof you supposedly cannot forge. Quantum breaks the proof. Everything we call secure is true only until someone finally checks, and for the first time the check is visible on the horizon. You cannot know whether your data has already been copied. You cannot know the exact day the key arrives. The trust holding up the digital age is a clock counting down to a zero no one can see. The honest counter matters. No machine on Earth can break this encryption today, and serious cryptographers still argue the real threat is a decade or more away. The timeline is far from certain. Quantum-safe codes already exist, the migration has started, and Bitcoin can move its coins to safety before Q-Day if it acts in time. The danger is not that everything breaks tomorrow. It is that anything which must stay secret into the 2030s, a state secret, an identity, a private key, is being stolen today and is already on the clock. The breach is not coming. It is already here, sitting in storage, perfectly encrypted, waiting for a machine that does not exist yet to read it out loud. Research and opinion, not investment advice.

Shanaka Anslem Perera ⚡

185,515 Aufrufe • vor 2 Monaten

1/6 🔥 Fiamma Bridge Alpha Testnet: The First Trust-Minimized Bitcoin Bridge is Live! 🧡 Please give a warm welcome to Fiamma Bridge and mamaBTC. The first-ever trust-minimized Bitcoin bridge powered by BitVM2 is here☝️ Forget multisig and complicated intermediaries—our bridge relies solely on Bitcoin's consensus, the most secure blockchain. For the first time Bitcoin can verify and punish malicious acts in cross-chain transfers. This unlocks trillions of Bitcoin's value, enabling seamless participation in DeFi and other activities across any blockchain, all in a pragmatically trustless way. 🔗 Test it out now: 🎁 🎁 on the way! [Supports web browsers for now. Mobile and app coming soon!] 📅 In about a week, we'll open the unhappy path testing for BitVM2 to everyone. Join us, initiate challenges, and experience the thrill of Bitcoin stepping in to slash malicious actors and uphold justice! 🔥 Some doubted this was possible. But we built it. Now, it's your turn to try it, break it, and make it stronger 👌 Check out more about the Fiamma Bridge in the thread below! 👇
0:10

1/6 🔥 Fiamma Bridge Alpha Testnet: The First Trust-Minimized Bitcoin Bridge is Live! 🧡 Please give a warm welcome to Fiamma Bridge and mamaBTC. The first-ever trust-minimized Bitcoin bridge powered by BitVM2 is here☝️ Forget multisig and complicated intermediaries—our bridge relies solely on Bitcoin's consensus, the most secure blockchain. For the first time Bitcoin can verify and punish malicious acts in cross-chain transfers. This unlocks trillions of Bitcoin's value, enabling seamless participation in DeFi and other activities across any blockchain, all in a pragmatically trustless way. 🔗 Test it out now: 🎁 🎁 on the way! [Supports web browsers for now. Mobile and app coming soon!] 📅 In about a week, we'll open the unhappy path testing for BitVM2 to everyone. Join us, initiate challenges, and experience the thrill of Bitcoin stepping in to slash malicious actors and uphold justice! 🔥 Some doubted this was possible. But we built it. Now, it's your turn to try it, break it, and make it stronger 👌 Check out more about the Fiamma Bridge in the thread below! 👇

Ride (by Fiamma) 🦙🔥

12,856 Aufrufe • vor 1 Jahr

RECOMMENDATION: $pWBTC (Wrapped Bitcoin on PulseChain) If you’re looking for a way to hold Bitcoin that’s smarter and more versatile, "Wrapped Bitcoin" on Pulsechain, known as $pWBTC, might be it. Just buy ONE at a minimum, tuck it away and forget about it. This is not like other coins, you don't need thousands or millions. Here is why... With a fixed supply capped at just 154,410 tokens, it’s scarcer than Bitcoin itself and even more exclusive than the holdings of industry giants. This rarity isn’t just a number; it’s a potential catalyst for explosive value growth as demand climbs. Built on PulseChain.com Ethereum fork including ERC20s, a smart contract platform, pWBTC goes beyond Bitcoin’s limitations, letting you tap into DeFi opportunities like yield farming or liquidity provision to earn extra income, all while offering privacy tools like mixers and zero knowledge proofs for discretion Bitcoin's transparent ledger cannot match. Compare that to "Wrapped Bitcoin" on Ethereum, or WBTC, and the differences sharpen. Launched in 2019, WBTC mirrors Bitcoin’s price through every twist from the 2020 crash to the 2021 peak but it is shackled to Ethereum’s ecosystem. High gas fees and reliance on institutional custodians weigh it down, making it less agile. $pWBTC, on the other hand, thrives on PulseChain’s ultra-low fee network, unshackled from such burdens. You can trade or leverage it in DeFi without watching profits erode to transaction costs, a practical edge that is hard to ignore. At its core, $pWBTC fuses Bitcoin’s enduring appeal with DeFi’s dynamic flexibility, all while staying true to a decentralized spirit. It is not just a token, it is a rethink of what a Bitcoin like asset can be, blending scarcity, utility, and independence into something fresh. If you are after an intelligent way to engage with crypto that offers both functionality and growth potential, $pWBTC deserves a closer look. Think about it. Bitcoin is priced at $100,000+, WBTC is nearly identical, and $pWBTC is still trading below $750.00 dollars. Buy ONE at a minimum. The market has not caught on yet, but when it does, the upside may be unlike anything we have seen before. If you value my perspective and trust my judgement, I encourage you to consider adding it to your stack. 🔊 Song: Taco "Puttin On The Ritz"
0:19

RECOMMENDATION: $pWBTC (Wrapped Bitcoin on PulseChain) If you’re looking for a way to hold Bitcoin that’s smarter and more versatile, "Wrapped Bitcoin" on Pulsechain, known as $pWBTC, might be it. Just buy ONE at a minimum, tuck it away and forget about it. This is not like other coins, you don't need thousands or millions. Here is why... With a fixed supply capped at just 154,410 tokens, it’s scarcer than Bitcoin itself and even more exclusive than the holdings of industry giants. This rarity isn’t just a number; it’s a potential catalyst for explosive value growth as demand climbs. Built on PulseChain.com Ethereum fork including ERC20s, a smart contract platform, pWBTC goes beyond Bitcoin’s limitations, letting you tap into DeFi opportunities like yield farming or liquidity provision to earn extra income, all while offering privacy tools like mixers and zero knowledge proofs for discretion Bitcoin's transparent ledger cannot match. Compare that to "Wrapped Bitcoin" on Ethereum, or WBTC, and the differences sharpen. Launched in 2019, WBTC mirrors Bitcoin’s price through every twist from the 2020 crash to the 2021 peak but it is shackled to Ethereum’s ecosystem. High gas fees and reliance on institutional custodians weigh it down, making it less agile. $pWBTC, on the other hand, thrives on PulseChain’s ultra-low fee network, unshackled from such burdens. You can trade or leverage it in DeFi without watching profits erode to transaction costs, a practical edge that is hard to ignore. At its core, $pWBTC fuses Bitcoin’s enduring appeal with DeFi’s dynamic flexibility, all while staying true to a decentralized spirit. It is not just a token, it is a rethink of what a Bitcoin like asset can be, blending scarcity, utility, and independence into something fresh. If you are after an intelligent way to engage with crypto that offers both functionality and growth potential, $pWBTC deserves a closer look. Think about it. Bitcoin is priced at $100,000+, WBTC is nearly identical, and $pWBTC is still trading below $750.00 dollars. Buy ONE at a minimum. The market has not caught on yet, but when it does, the upside may be unlike anything we have seen before. If you value my perspective and trust my judgement, I encourage you to consider adding it to your stack. 🔊 Song: Taco "Puttin On The Ritz"

Rackham Rishel

23,127 Aufrufe • vor 1 Jahr

What happens if Bitcoin goes to $1,000,000 in 8 years and MSTR never issues another senior or preferred share? No new leverage. No new preferred stack. No mNAV expansion. Just Bitcoin going up and the current structure sitting there. At $63.2k BTC: MSTR implied price: ~$95.71 CEBE: ~143,535 sats/share CEBE mNAV: 1.055x At $1,000,000 BTC, with the exact same mNAV: MSTR implied price: ~$2,086 CEBE: ~197,678 sats/share Bitcoin return: 15.8x MSTR return: 21.8x That is ~38% more return than Bitcoin. Why? Because the senior/preferred claim stack is fixed in dollars. As Bitcoin rises, that claim stack collapses in BTC terms: ~310,379 BTC of senior claims today → ~19,616 BTC at $1M Bitcoin The common equity absorbs the difference. This is what you are getting in exchange for paying the STRC dividends. AMPLIFICATION of BITCOIN. This is what the market keeps missing. MSTR does not need the multiple to expand to outperform Bitcoin. It can outperform because fixed-dollar claims get nuked in Bitcoin terms. CEBE is the lens. Bitcoin is the detonator:
0:19

What happens if Bitcoin goes to $1,000,000 in 8 years and MSTR never issues another senior or preferred share? No new leverage. No new preferred stack. No mNAV expansion. Just Bitcoin going up and the current structure sitting there. At $63.2k BTC: MSTR implied price: ~$95.71 CEBE: ~143,535 sats/share CEBE mNAV: 1.055x At $1,000,000 BTC, with the exact same mNAV: MSTR implied price: ~$2,086 CEBE: ~197,678 sats/share Bitcoin return: 15.8x MSTR return: 21.8x That is ~38% more return than Bitcoin. Why? Because the senior/preferred claim stack is fixed in dollars. As Bitcoin rises, that claim stack collapses in BTC terms: ~310,379 BTC of senior claims today → ~19,616 BTC at $1M Bitcoin The common equity absorbs the difference. This is what you are getting in exchange for paying the STRC dividends. AMPLIFICATION of BITCOIN. This is what the market keeps missing. MSTR does not need the multiple to expand to outperform Bitcoin. It can outperform because fixed-dollar claims get nuked in Bitcoin terms. CEBE is the lens. Bitcoin is the detonator:

Adam Livingston

104,041 Aufrufe • vor 1 Monat

Saylor’s Bitcoin Machine Meets the Cash Reality The real story is not that Strategy may sell up to $1.25B of Bitcoin. The bigger story is that it has moved from a simple accumulation narrative into a complex capital markets machine. The old pitch was buy Bitcoin, never sell, increase Bitcoin per share. The new structure has preferred stock, convertible debt, reserves, buybacks, dividend obligations, and now a BTC monetization plan. That shift matters because Bitcoin does not produce cash flow. Preferred dividends and interest expense do. Strategy says it has about $2.55B in USD reserves and roughly $1.76B in annual preferred dividend and interest obligations. That sounds like about 17 months of coverage, but that number is static. It assumes no future dividend increases, no stress, no buybacks, no taxes, no transaction costs, and no deterioration in capital market access. If they keep raising the STRC dividend to defend the price near par, the cash burn rises and the runway gets shorter. The Digital Credit Problem STRC is marketed as digital credit, but economically it behaves like a high yield perpetual preferred stock tied to confidence in a Bitcoin balance sheet. It is not normal debt because there is no traditional maturity. It is not common equity because it sits ahead of common shareholders and carries a large cash distribution expectation. The design is clever but circular. STRC’s dividend can be adjusted to keep the security near $99 to $100. The dividend was raised to 12%, which may support the price, but it also raises cash burn. If STRC trades below par, Strategy may raise the dividend again. If the dividend rises, the reserve coverage shrinks. If cash gets tight, Strategy needs new issuance, reserves, or Bitcoin sales. The compounding issue makes the structure even more fragile. If dividends are paid on time, they do not compound against the company. But if payments are deferred or missed, unpaid dividends can accumulate and compound monthly until paid. That means a liquidity problem does not just sit there. It can grow on itself. Where The Fragility Lives Strategy owns a volatile, non cash flowing asset and has layered cash obligations on top of it. That works when Bitcoin rises, MSTR trades at a premium, and investors are hungry for yield. It gets harder when Bitcoin falls, spreads widen, or investors demand higher returns. Selling Bitcoin now changes the narrative. Bitcoin is no longer just the sacred reserve asset. It is now a liquidity backstop for dividends, reserves, interest, and buybacks. The $1.25B monetization program adds runway, but it also proves the point. Cash promises need cash sources. That creates the feedback loop. If Bitcoin falls, asset coverage weakens. If STRC trades lower, required yields rise. If yields rise, Strategy may need to raise the dividend. If the dividend rises, cash burn accelerates. If issuance slows, reserves get used. If reserves fall, Bitcoin sales become more likely. If those sales look defensive, confidence weakens further. My Take Common shareholders own the upside, but they sit below debt and preferred claims. Preferred holders get high yield, but they rely on Strategy’s ability to maintain reserves, issue securities, monetize Bitcoin, and keep market confidence intact. This is no longer just a Bitcoin bet. It is a Bitcoin liquidity bet, a capital markets access bet, and a confidence bet. Strategy can survive if Bitcoin rises, MSTR keeps a premium, and yield investors keep funding the machine. If two fail at once, the model becomes fragile. The key red flags are STRC below par, dividend hikes that fail to restore the price, reserve coverage under 12 months, unpaid dividends compounding, visible Bitcoin sales, MSTR near or below NAV, and preferred yields widening. The structure can work, but not forever on narrative alone. Eventually, cash obligations meet cash sources. That is where the risk lives.
0:11

Saylor’s Bitcoin Machine Meets the Cash Reality The real story is not that Strategy may sell up to $1.25B of Bitcoin. The bigger story is that it has moved from a simple accumulation narrative into a complex capital markets machine. The old pitch was buy Bitcoin, never sell, increase Bitcoin per share. The new structure has preferred stock, convertible debt, reserves, buybacks, dividend obligations, and now a BTC monetization plan. That shift matters because Bitcoin does not produce cash flow. Preferred dividends and interest expense do. Strategy says it has about $2.55B in USD reserves and roughly $1.76B in annual preferred dividend and interest obligations. That sounds like about 17 months of coverage, but that number is static. It assumes no future dividend increases, no stress, no buybacks, no taxes, no transaction costs, and no deterioration in capital market access. If they keep raising the STRC dividend to defend the price near par, the cash burn rises and the runway gets shorter. The Digital Credit Problem STRC is marketed as digital credit, but economically it behaves like a high yield perpetual preferred stock tied to confidence in a Bitcoin balance sheet. It is not normal debt because there is no traditional maturity. It is not common equity because it sits ahead of common shareholders and carries a large cash distribution expectation. The design is clever but circular. STRC’s dividend can be adjusted to keep the security near $99 to $100. The dividend was raised to 12%, which may support the price, but it also raises cash burn. If STRC trades below par, Strategy may raise the dividend again. If the dividend rises, the reserve coverage shrinks. If cash gets tight, Strategy needs new issuance, reserves, or Bitcoin sales. The compounding issue makes the structure even more fragile. If dividends are paid on time, they do not compound against the company. But if payments are deferred or missed, unpaid dividends can accumulate and compound monthly until paid. That means a liquidity problem does not just sit there. It can grow on itself. Where The Fragility Lives Strategy owns a volatile, non cash flowing asset and has layered cash obligations on top of it. That works when Bitcoin rises, MSTR trades at a premium, and investors are hungry for yield. It gets harder when Bitcoin falls, spreads widen, or investors demand higher returns. Selling Bitcoin now changes the narrative. Bitcoin is no longer just the sacred reserve asset. It is now a liquidity backstop for dividends, reserves, interest, and buybacks. The $1.25B monetization program adds runway, but it also proves the point. Cash promises need cash sources. That creates the feedback loop. If Bitcoin falls, asset coverage weakens. If STRC trades lower, required yields rise. If yields rise, Strategy may need to raise the dividend. If the dividend rises, cash burn accelerates. If issuance slows, reserves get used. If reserves fall, Bitcoin sales become more likely. If those sales look defensive, confidence weakens further. My Take Common shareholders own the upside, but they sit below debt and preferred claims. Preferred holders get high yield, but they rely on Strategy’s ability to maintain reserves, issue securities, monetize Bitcoin, and keep market confidence intact. This is no longer just a Bitcoin bet. It is a Bitcoin liquidity bet, a capital markets access bet, and a confidence bet. Strategy can survive if Bitcoin rises, MSTR keeps a premium, and yield investors keep funding the machine. If two fail at once, the model becomes fragile. The key red flags are STRC below par, dividend hikes that fail to restore the price, reserve coverage under 12 months, unpaid dividends compounding, visible Bitcoin sales, MSTR near or below NAV, and preferred yields widening. The structure can work, but not forever on narrative alone. Eventually, cash obligations meet cash sources. That is where the risk lives.

EndGame Macro

33,374 Aufrufe • vor 2 Monaten

Ray Dalio is right about one thing: Bitcoin forces you to think harder. But zoom out. 1) “Bitcoin has no privacy.” Bitcoin is pseudonymous, not anonymous. That’s by design. Transparency is what makes it auditable, trust-minimized, and globally verifiable. Privacy isn’t binary — it’s a spectrum. Second-layer solutions like Lightning Network improve transactional privacy, and self-custody + best practices eliminate counterparty surveillance. If your definition of “privacy” is “opaque like the banking system,” then yes — Bitcoin is different. It replaces institutional secrecy with mathematical transparency. 2) “Central banks don’t want to buy Bitcoin.” Correct. Central banks also didn’t want the internet, stablecoins, or gold leaving their vaults. Bitcoin isn’t competing for central bank approval. It’s competing as neutral collateral in a world of weaponized fiat. When sovereign debt hits structural limits, assets without counterparty risk win. That’s why individuals, institutions, ETFs, and even nation-states accumulate it — regardless of central bank preferences. 3) “Quantum computing issues.” If quantum breaks Bitcoin’s cryptography, it breaks the entire global financial system first — SWIFT, online banking, military communications. Bitcoin can upgrade via consensus long before that scenario materializes. Cryptography evolves. That’s not a flaw; that’s software. 4) “Relatively small and controlled market.” Every monetization process starts small. Gold was once a niche commodity. The internet was once “small and controlled.” Bitcoin’s market cap reflects 15 years of monetization — with no CEO, no marketing budget, and no state backing. And “controlled”? Try censoring a decentralized network running across tens of thousands of nodes worldwide. Dalio views Bitcoin through a macro-hedge lens. But Bitcoin isn’t just an asset. It’s: •Programmatic scarcity (21M hard cap) •Final settlement without intermediaries •Borderless value transfer •A hedge against monetary debasement The real question isn’t whether central banks want Bitcoin. It’s whether individuals want money that can’t be inflated, frozen, or diluted. History suggests they do.
0:10

Ray Dalio is right about one thing: Bitcoin forces you to think harder. But zoom out. 1) “Bitcoin has no privacy.” Bitcoin is pseudonymous, not anonymous. That’s by design. Transparency is what makes it auditable, trust-minimized, and globally verifiable. Privacy isn’t binary — it’s a spectrum. Second-layer solutions like Lightning Network improve transactional privacy, and self-custody + best practices eliminate counterparty surveillance. If your definition of “privacy” is “opaque like the banking system,” then yes — Bitcoin is different. It replaces institutional secrecy with mathematical transparency. 2) “Central banks don’t want to buy Bitcoin.” Correct. Central banks also didn’t want the internet, stablecoins, or gold leaving their vaults. Bitcoin isn’t competing for central bank approval. It’s competing as neutral collateral in a world of weaponized fiat. When sovereign debt hits structural limits, assets without counterparty risk win. That’s why individuals, institutions, ETFs, and even nation-states accumulate it — regardless of central bank preferences. 3) “Quantum computing issues.” If quantum breaks Bitcoin’s cryptography, it breaks the entire global financial system first — SWIFT, online banking, military communications. Bitcoin can upgrade via consensus long before that scenario materializes. Cryptography evolves. That’s not a flaw; that’s software. 4) “Relatively small and controlled market.” Every monetization process starts small. Gold was once a niche commodity. The internet was once “small and controlled.” Bitcoin’s market cap reflects 15 years of monetization — with no CEO, no marketing budget, and no state backing. And “controlled”? Try censoring a decentralized network running across tens of thousands of nodes worldwide. Dalio views Bitcoin through a macro-hedge lens. But Bitcoin isn’t just an asset. It’s: •Programmatic scarcity (21M hard cap) •Final settlement without intermediaries •Borderless value transfer •A hedge against monetary debasement The real question isn’t whether central banks want Bitcoin. It’s whether individuals want money that can’t be inflated, frozen, or diluted. History suggests they do.

Asaf · Satoshi Signal ⚡ @SatoshiSignal

22,503 Aufrufe • vor 5 Monaten

$1M Bitcoin in 2027 Everyone thinks Michael Saylor and ETFs get us there. I think it’s Paul Sztorc and the eCash.com $BTC hard fork. I sat with Paul Sztorc who made me realise eCash could be one of the most important forks in bitcoins history, stimulating our greatest bullrun ever. The tldr is in August if you hold bitcoin you get the equivalent in eCash. Now eCash on its own merit is already interesting. It’s led by Paul Sztorc who has spent years campaigning to improve bitcoins mechanical utility. He’s a certified legit Bitcoin OG who wants to add functional layers on-top of Bitcoin to enable Bitcoin to be the rails for the broader world of commerce. He plans to achieve this with side chains that are sort of like L2s on Bitcoin. Imagine if Bitcoin had smart contracts and $btc was the currency for all apps in the world. 🤔so technically it’s already very compelling. You will get that for free just by owning Bitcoin. But that’s not all. Paul has figured out a way to finance new forks. I believe this will trigger a new season of fork innovations. Basically fork wars 2.0 only this time it’s based around experimentation and innovation instead of outright kill Bitcoin. Institutions have been all the craze recently but they have never been the source of crypto's biggest expansions. The people who built this industry were. The Cryptographers, the hackers, the builders and the cypherpunks. Everyone is focusing on Strategy selling Bitcoin, meanwhile the upcoming eCash hard fork from Paul Sztorc is being wildly underestimated. Technically, the idea of improving bitcoins mechanical utility is appealing but the event itself is also financially dramatic inducing a huge wealth effect for a whole new generation of Bitcoin holders and it may remind the market who actually drives innovation in this industry. Every major crypto boom began when a small group of weird, intelligent, highly-convicted people challenged the status quo and built something new. And while everyone thinks the next bull market comes from Wall Street, I think much more poetically it comes from the same place every other one did: The real Bitcoiners. Anyway, the interview is linked below. I highly recommend you watch it and I’ll be writing my thesis that goes over wealth effects, network effects, financial incentives, game theory and how this all spills over into a bitcoin and crypto bullrun like we’ve never seen before.
0:34

$1M Bitcoin in 2027 Everyone thinks Michael Saylor and ETFs get us there. I think it’s Paul Sztorc and the eCash.com $BTC hard fork. I sat with Paul Sztorc who made me realise eCash could be one of the most important forks in bitcoins history, stimulating our greatest bullrun ever. The tldr is in August if you hold bitcoin you get the equivalent in eCash. Now eCash on its own merit is already interesting. It’s led by Paul Sztorc who has spent years campaigning to improve bitcoins mechanical utility. He’s a certified legit Bitcoin OG who wants to add functional layers on-top of Bitcoin to enable Bitcoin to be the rails for the broader world of commerce. He plans to achieve this with side chains that are sort of like L2s on Bitcoin. Imagine if Bitcoin had smart contracts and $btc was the currency for all apps in the world. 🤔so technically it’s already very compelling. You will get that for free just by owning Bitcoin. But that’s not all. Paul has figured out a way to finance new forks. I believe this will trigger a new season of fork innovations. Basically fork wars 2.0 only this time it’s based around experimentation and innovation instead of outright kill Bitcoin. Institutions have been all the craze recently but they have never been the source of crypto's biggest expansions. The people who built this industry were. The Cryptographers, the hackers, the builders and the cypherpunks. Everyone is focusing on Strategy selling Bitcoin, meanwhile the upcoming eCash hard fork from Paul Sztorc is being wildly underestimated. Technically, the idea of improving bitcoins mechanical utility is appealing but the event itself is also financially dramatic inducing a huge wealth effect for a whole new generation of Bitcoin holders and it may remind the market who actually drives innovation in this industry. Every major crypto boom began when a small group of weird, intelligent, highly-convicted people challenged the status quo and built something new. And while everyone thinks the next bull market comes from Wall Street, I think much more poetically it comes from the same place every other one did: The real Bitcoiners. Anyway, the interview is linked below. I highly recommend you watch it and I’ll be writing my thesis that goes over wealth effects, network effects, financial incentives, game theory and how this all spills over into a bitcoin and crypto bullrun like we’ve never seen before.

Senator Mak🖖

130,752 Aufrufe • vor 2 Monaten

The peak of this bull cycle will likely be driven by institutional money and ETFs outside the US. Korea still has no spot Bitcoin ETF, retail can't buy foreign ones, and companies can't even open exchange accounts to buy BTC. So far this has been a US adoption story, but the next phase is global institutionalization with deeper stablecoin liquidity and RWA rails. More institutions will hold BTC as a strategic asset, and access will improve in the many countries that still lack ETFs. This cycle's top might be when a banker at a regional bank in Korea recommends a spot Bitcoin ETF to a granny for her savings.
0:17

The peak of this bull cycle will likely be driven by institutional money and ETFs outside the US. Korea still has no spot Bitcoin ETF, retail can't buy foreign ones, and companies can't even open exchange accounts to buy BTC. So far this has been a US adoption story, but the next phase is global institutionalization with deeper stablecoin liquidity and RWA rails. More institutions will hold BTC as a strategic asset, and access will improve in the many countries that still lack ETFs. This cycle's top might be when a banker at a regional bank in Korea recommends a spot Bitcoin ETF to a granny for her savings.

Ki Young Ju

57,483 Aufrufe • vor 3 Tagen

EVERY MAJLIS IN DUBAI IS WHISPERING THE SAME THING 🇦🇪🔥 SOMETHING BIG IS COMING FOR BITCOIN. WORD IS THE UAE GOVERNMENT IS PREPARING A “LIQUIDITY SHOCK PLAN.” STARTING NEXT WEEK, A FEDERAL INITIATIVE WILL ALLOW: ✅ OIL CONTRACTS TO BE SETTLED IN BTC ✅ SOVEREIGN FUNDS TO HOLD BTC AS A STRATEGIC ASSET ✅ TAX-FREE PROPERTY DEALS THROUGH BTC PAYMENTS AND HERE’S THE CRAZY PART 👀 SEVERAL EMIRATI BANKS ARE ALLEGEDLY PARTNERING WITH MAJOR EXCHANGES TO BUY UP EVERY DIP AUTOMATICALLY. THEY CALL IT “OPERATION SANDWHALE.” THE GOAL? PUSH BITCOIN ABOVE $500K AND TURN DUBAI INTO THE CAPITAL OF DIGITAL GOLD. BILLIONS FROM ENERGY EXPORTS, AI REVENUE, AND SOVEREIGN FUNDS ARE READY TO FLOW IN. THIS IS NOT A MEME. THIS IS A STRATEGY. WHEN OIL MONEY MEETS BITCOIN THE CHART WON’T GO UP… IT WILL ERUPT. 🌋 EVERY MAJLIS IS TALKING. EVERY WHALE IS LISTENING. FULLY SUPPORTED FROM TRUMP AND FAMILY. THEY SAY ITS ORCHESTRATED BY TRUMP HIMSELF 🇦🇪 THE DESERT IS ABOUT TO TURN GREEN.💰
0:12

EVERY MAJLIS IN DUBAI IS WHISPERING THE SAME THING 🇦🇪🔥 SOMETHING BIG IS COMING FOR BITCOIN. WORD IS THE UAE GOVERNMENT IS PREPARING A “LIQUIDITY SHOCK PLAN.” STARTING NEXT WEEK, A FEDERAL INITIATIVE WILL ALLOW: ✅ OIL CONTRACTS TO BE SETTLED IN BTC ✅ SOVEREIGN FUNDS TO HOLD BTC AS A STRATEGIC ASSET ✅ TAX-FREE PROPERTY DEALS THROUGH BTC PAYMENTS AND HERE’S THE CRAZY PART 👀 SEVERAL EMIRATI BANKS ARE ALLEGEDLY PARTNERING WITH MAJOR EXCHANGES TO BUY UP EVERY DIP AUTOMATICALLY. THEY CALL IT “OPERATION SANDWHALE.” THE GOAL? PUSH BITCOIN ABOVE $500K AND TURN DUBAI INTO THE CAPITAL OF DIGITAL GOLD. BILLIONS FROM ENERGY EXPORTS, AI REVENUE, AND SOVEREIGN FUNDS ARE READY TO FLOW IN. THIS IS NOT A MEME. THIS IS A STRATEGY. WHEN OIL MONEY MEETS BITCOIN THE CHART WON’T GO UP… IT WILL ERUPT. 🌋 EVERY MAJLIS IS TALKING. EVERY WHALE IS LISTENING. FULLY SUPPORTED FROM TRUMP AND FAMILY. THEY SAY ITS ORCHESTRATED BY TRUMP HIMSELF 🇦🇪 THE DESERT IS ABOUT TO TURN GREEN.💰

D0NK

112,802 Aufrufe • vor 9 Monaten

🔥STRATEGY WILL BE THE WORLD'S MOST VALUABLE COMPANY🔥 Strategy bought OVER 56,000 Bitcoin in April. That number is so absurd people are psychologically incapable of processing it. Post-halving miners produce roughly 13,500 BTC per month. Strategy just bought about 4.1x an entire month of new miner supply in one month. Now run the simple monster math: Today: Strategy BTC stack: 818,334 BTC Bitcoin price: $76,196 Bitcoin NAV: $62.35B Assume Strategy keeps buying 56,000 BTC per month for 5 years. That is: ASSUMING STRC GROWTH TOTALLY STOPS (LOL) ~672,000 BTC per year ~3,360,000 BTC over 5 years Their stack goes from: 818,334 BTC to 4,178,334 BTC Now assume Bitcoin compounds at 25% CAGR. Bitcoin goes from: $76,196 to roughly: $232,532 So the Bitcoin NAV becomes: 4,178,334 BTC × $232,532 = roughly $971.5 BILLION Almost $1 TRILLION in Bitcoin NAV. And the funniest part? This model assumes no mNAV expansion. No premium insanity. No additional acceleration. No credit flywheel getting stronger. No market panic as everyone realizes Strategy is vacuuming Bitcoin off the planet like a publicly traded monetary black hole. Just: 56,000 BTC per month. 25% Bitcoin CAGR. 5 years. That’s it. Don't think they can accumulate that much Bitcoin at that low of a CAGR? Think the Bitcoin CAGR has to go higher? Cool. That only helps Strategy buy more Bitcoin. The bear case is basically: “Sure, they are absorbing multiples of new supply, building the largest corporate Bitcoin balance sheet in history, converting fiat capital markets into Bitcoin ownership, and compounding NAV at escape velocity, but have you considered that I am emotionally upset?” MSTR is becoming the most aggressive Bitcoin accumulation machine ever built. The fiat world is still modeling it like a tech stock with a weird treasury policy. GOOD LUCK.
0:14

🔥STRATEGY WILL BE THE WORLD'S MOST VALUABLE COMPANY🔥 Strategy bought OVER 56,000 Bitcoin in April. That number is so absurd people are psychologically incapable of processing it. Post-halving miners produce roughly 13,500 BTC per month. Strategy just bought about 4.1x an entire month of new miner supply in one month. Now run the simple monster math: Today: Strategy BTC stack: 818,334 BTC Bitcoin price: $76,196 Bitcoin NAV: $62.35B Assume Strategy keeps buying 56,000 BTC per month for 5 years. That is: ASSUMING STRC GROWTH TOTALLY STOPS (LOL) ~672,000 BTC per year ~3,360,000 BTC over 5 years Their stack goes from: 818,334 BTC to 4,178,334 BTC Now assume Bitcoin compounds at 25% CAGR. Bitcoin goes from: $76,196 to roughly: $232,532 So the Bitcoin NAV becomes: 4,178,334 BTC × $232,532 = roughly $971.5 BILLION Almost $1 TRILLION in Bitcoin NAV. And the funniest part? This model assumes no mNAV expansion. No premium insanity. No additional acceleration. No credit flywheel getting stronger. No market panic as everyone realizes Strategy is vacuuming Bitcoin off the planet like a publicly traded monetary black hole. Just: 56,000 BTC per month. 25% Bitcoin CAGR. 5 years. That’s it. Don't think they can accumulate that much Bitcoin at that low of a CAGR? Think the Bitcoin CAGR has to go higher? Cool. That only helps Strategy buy more Bitcoin. The bear case is basically: “Sure, they are absorbing multiples of new supply, building the largest corporate Bitcoin balance sheet in history, converting fiat capital markets into Bitcoin ownership, and compounding NAV at escape velocity, but have you considered that I am emotionally upset?” MSTR is becoming the most aggressive Bitcoin accumulation machine ever built. The fiat world is still modeling it like a tech stock with a weird treasury policy. GOOD LUCK.

Adam Livingston

61,578 Aufrufe • vor 4 Monaten

$BNB turns 9 today! On July 14, 2017, $BNB launched as an ERC-20 token on Ethereum. It started out as a utility token for a young exchange, and nine years later it sits at the center of one of the most active onchain ecosystems in crypto. Here’s a quick breakdown of that journey: 2017 - Launched on Ethereum at $0.15 with a 200M total supply 2019 - Migrated to its own chain and became a native asset for the first time 2020 - Binance Smart Chain went live, bringing EVM smart contracts and making $BNB the gas of a fast-growing dApp ecosystem 2021 - The DeFi and GameFi boom put the chain at the center of onchain activity, and $BNB reached $690 2022 - Binance Smart Chain became BNB Chain, and BNB took on a new meaning: Build N Build 2023 - The stack expanded with opBNB for scale and BNB Greenfield for storage 2024 - Beacon Chain fusion brought staking, governance, and everything else onto one chain 2025 - Pascal, Lorentz, and Maxwell cut block times from 3s to 0.75s, DEX volume set records, and $BNB hit a new all-time high of $1,370 2026 (so far) · Blocks now land in 450ms with 650ms finality, roughly double the throughput the chain had in January Along the way, over 65M of the original 200M $BNB supply has been burned, on the road to a final supply of 100M. The H2 2026 roadmap keeps the focus where it has been all year: doubling mainnet throughput again, and building a next-generation L1 designed for 100K+ TPS with transactions confirmed in under 50ms. Nine years in, and $BNB has never been faster to use, cheaper to move, or scarcer to hold. Happy birthday, $BNB.
0:16

$BNB turns 9 today! On July 14, 2017, $BNB launched as an ERC-20 token on Ethereum. It started out as a utility token for a young exchange, and nine years later it sits at the center of one of the most active onchain ecosystems in crypto. Here’s a quick breakdown of that journey: 2017 - Launched on Ethereum at $0.15 with a 200M total supply 2019 - Migrated to its own chain and became a native asset for the first time 2020 - Binance Smart Chain went live, bringing EVM smart contracts and making $BNB the gas of a fast-growing dApp ecosystem 2021 - The DeFi and GameFi boom put the chain at the center of onchain activity, and $BNB reached $690 2022 - Binance Smart Chain became BNB Chain, and BNB took on a new meaning: Build N Build 2023 - The stack expanded with opBNB for scale and BNB Greenfield for storage 2024 - Beacon Chain fusion brought staking, governance, and everything else onto one chain 2025 - Pascal, Lorentz, and Maxwell cut block times from 3s to 0.75s, DEX volume set records, and $BNB hit a new all-time high of $1,370 2026 (so far) · Blocks now land in 450ms with 650ms finality, roughly double the throughput the chain had in January Along the way, over 65M of the original 200M $BNB supply has been burned, on the road to a final supply of 100M. The H2 2026 roadmap keeps the focus where it has been all year: doubling mainnet throughput again, and building a next-generation L1 designed for 100K+ TPS with transactions confirmed in under 50ms. Nine years in, and $BNB has never been faster to use, cheaper to move, or scarcer to hold. Happy birthday, $BNB.

BNB Chain

95,221 Aufrufe • vor 1 Monat