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Now that #Bitcoin sidechains are popular again, is it time to give Liquid Network 🌊 its dues? Cool chat with two of my favorite builders at bitcoin++ last month; Michael & tiero 👾. Full interview incoming 👀

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Alex B 👾

20,329 subscribers

44,357 Aufrufe • vor 2 Jahren •via X (Twitter)

Finanzen#Bitcoin
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11 Kommentare

Profilbild von kortik 🇦🇲 #FreeSamourai
kortik 🇦🇲 #FreeSamouraivor 2 Jahren

@Liquid_BTC @btcplusplus @michael1011at @tierotiero Which entities control peg out?

Profilbild von mrwagmi.btc
mrwagmi.btcvor 2 Jahren

@Liquid_BTC @btcplusplus @michael1011at @tierotiero You fudded @Stacks and then post a video shilling a federated chain??????😂 Joke. Your bias shows. At least keep it unbiased and let the free market decide.

Profilbild von Shehzan
Shehzanvor 2 Jahren

@Liquid_BTC @btcplusplus @michael1011at @tierotiero @michael1011at and @tierotiero are legends

Profilbild von Travala.com 🏨 ✈️
Travala.com 🏨 ✈️vor 4 Jahren

This one's for the Crypto Whales 📣 NEW exclusive & luxurious experiences have been added to Apply today & #TravelUnlikeAnyOther with your favorite cryptocurrency. #Bitcoin

Profilbild von Abraham'S🅣 ☀️
Abraham'S🅣 ☀️vor 2 Jahren

@BitcoinMagazine @Liquid_BTC @btcplusplus @michael1011at @tierotiero hey man, can I take your interview to translate it into Spanish?

Profilbild von muthu
muthuvor 2 Jahren

@Liquid_BTC @btcplusplus @michael1011at @tierotiero I am very curious to know why the major CeXs don’t yet support Liquid. I would imagine for instance it is easier for @Coinbase or @krakenfx to integrate Liquid compared to Lightning. What is the forcing function here ?

Profilbild von Henrique
Henriquevor 2 Jahren

@Liquid_BTC @btcplusplus @michael1011at @tierotiero Q1y 6

Profilbild von axopoa
axopoavor 2 Jahren

@Liquid_BTC @btcplusplus @michael1011at @tierotiero lmao, how much did they grant you for that?

Profilbild von Christian.BTC 🟧🇵🇷🇺🇸28% Taino ❤️
Christian.BTC 🟧🇵🇷🇺🇸28% Taino ❤️vor 2 Jahren

@BitcoinMagazine @Liquid_BTC @btcplusplus @michael1011at @tierotiero @Liquid_BTC is garbage, better yet, Hot Garbage. ‘Spoken with a French accent’

Profilbild von Pleb Royale | SF | #Noderunners
Pleb Royale | SF | #Noderunnersvor 2 Jahren

@Liquid_BTC @btcplusplus @michael1011at @tierotiero meh

Profilbild von malik asho586
malik asho586vor 2 Jahren

@BitcoinMagazine @Liquid_BTC @btcplusplus @michael1011at @tierotiero Its amazing

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Michael Saylor: We Sold Bitcoin to Prove It Wouldn't Crash the Market Strategy founder Michael Saylor Michael Saylor said in an August 6 interview with The Diary Of A CEO that the market believed Strategy could not sell Bitcoin because doing so might cause BTC to crash, leaving the company trapped in a "doom loop" of repeatedly selling equity to pay dividends. To break that narrative, Strategy sold Bitcoin when BTC was trading at around $59,000 to $60,000, and the price instead moved higher. Saylor said the company's break-even point is about 3.2%, meaning that if Bitcoin appreciates by that amount, Strategy can sell part of its BTC to pay dividends without continuing to sell equity.

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

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Easy says he's 100% out of Bitcoin because Strategy will keep selling it to pay their dividend "This is the most bearish thing. So last night I sold my Bitcoin. I was holding a good amount of coins, I'm completely out of Bitcoin" "100% out of Bitcoin, I hold no Bitcoin right now, zero dollars of Bitcoin. And yeah, I can miss the move. This is so incredibly, beyond bearish, I cannot emphasize how bearish this is" "They have 32 years of dividend coverage, which means they're comfortable continuing to just sell Bitcoin. That's 55 billion at current prices" "Bitcoin is a volatile asset that they're paying dividends with to fund $STRC, and STRC is trading at $90 right now when it's supposed to be pegged to $100. This whole shenanigan is very bad for Bitcoin, because now you have overhang"
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Easy says he's 100% out of Bitcoin because Strategy will keep selling it to pay their dividend "This is the most bearish thing. So last night I sold my Bitcoin. I was holding a good amount of coins, I'm completely out of Bitcoin" "100% out of Bitcoin, I hold no Bitcoin right now, zero dollars of Bitcoin. And yeah, I can miss the move. This is so incredibly, beyond bearish, I cannot emphasize how bearish this is" "They have 32 years of dividend coverage, which means they're comfortable continuing to just sell Bitcoin. That's 55 billion at current prices" "Bitcoin is a volatile asset that they're paying dividends with to fund $STRC, and STRC is trading at $90 right now when it's supposed to be pegged to $100. This whole shenanigan is very bad for Bitcoin, because now you have overhang"

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Updates on Ark with Tiero SLP584 tiero 👾 of Ark Labs joins me on the show to discuss the latest with Ark. Timestamps: (00:00) - Intro (01:37) - What is Ark? ELI5 version (05:42) - Tradeoffs of scaling payments (07:41) - Interchangeably using LN & Ark under the hood (10:52) - Updates on Ark (13:57) - What are out-of-round payments? (17:48) - Trade offs of out-of-round payments (19:45) - The fee structure in Ark (24:15) - Who runs the ASPs? (28:55) - ‘Congestion control’ with Ark (33:06) - The role of covenants with Ark (39:44) - Ark on Liquid Network 🌊 (43:49) - The ideal covenant & its impact on Ark (48:00) - Thoughts on extreme conservatism on Bitcoin (52:55) - The way forward with Ark Labs (56:18) - Opportunities & threats of stablecoins on Bitcoin generally (1:02:39) - NIP46 & building Nostr Connect (1:06:40) - Summary & closing thoughts

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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!
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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!

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62,981 Aufrufe • vor 11 Monaten

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

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

Chris Millas

36,835 Aufrufe • vor 10 Monaten

Eric Trump: It Would Take a Catastrophe to Sell Bitcoin Trump's second son, Eric Trump Eric Trump , said in a May 12 interview with Bonnie Blockchain that he would not sell Bitcoin unless there were an extreme catastrophic event. In his view, Bitcoin is seeing mass adoption, and countries around the world are starting to follow the U.S. in embracing crypto. Eric said there are two races in Bitcoin: who can accumulate the most, and who can acquire the most assets at the lowest cost. He also praised his close friend of 25 years, Michael Saylor, as highly visionary in this regard.
1:45

Eric Trump: It Would Take a Catastrophe to Sell Bitcoin Trump's second son, Eric Trump Eric Trump , said in a May 12 interview with Bonnie Blockchain that he would not sell Bitcoin unless there were an extreme catastrophic event. In his view, Bitcoin is seeing mass adoption, and countries around the world are starting to follow the U.S. in embracing crypto. Eric said there are two races in Bitcoin: who can accumulate the most, and who can acquire the most assets at the lowest cost. He also praised his close friend of 25 years, Michael Saylor, as highly visionary in this regard.

Wu Blockchain

14,833 Aufrufe • vor 2 Monaten

🚨 THE CRASH IS NOT STOPPING AND MICHAEL SAYLOR IS NOW IN REAL TROUBLE. Bitcoin just crashed nearly -5% in 30 minutes. $BTC hit a NEW 21-MONTH LOW. $STRC collapsed to a NEW ALL-TIME LOW. $MSTR is already down over -83% from its peaK. Read that again. Bitcoin is breaking down. STRC is breaking down. MSTR is breaking down. All at the same time. This is no longer just a crypto dump. This is the market starting to ask the question nobody wanted to ask: Could Strategy eventually be forced to sell Bitcoin? Because if liquidity keeps disappearing… Saylor’s Bitcoin empire becomes the next domino. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.
0:35

🚨 THE CRASH IS NOT STOPPING AND MICHAEL SAYLOR IS NOW IN REAL TROUBLE. Bitcoin just crashed nearly -5% in 30 minutes. $BTC hit a NEW 21-MONTH LOW. $STRC collapsed to a NEW ALL-TIME LOW. $MSTR is already down over -83% from its peaK. Read that again. Bitcoin is breaking down. STRC is breaking down. MSTR is breaking down. All at the same time. This is no longer just a crypto dump. This is the market starting to ask the question nobody wanted to ask: Could Strategy eventually be forced to sell Bitcoin? Because if liquidity keeps disappearing… Saylor’s Bitcoin empire becomes the next domino. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.

DANNY

120,212 Aufrufe • vor 1 Monat

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

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

Arjun Khemani

569,098 Aufrufe • vor 8 Monaten

Ripple XRP Fam Digital Asset Summit 3,19,2025 Brad Garlinghouse “it’s always good to make NEWS while here at Digital Asset Summit25 Just a few mins ago right before I walked up here i posted on X I can now announce that the SEC is no longer pursuing their appeal in the Ripple case, I truly deeply believe We were going to be on the right side of the LAW & HISTORY💥🌊🌊🌊🌊🌊🌊, TRIBALISM IS THE ENEMY OF PROGRESS. I own Bitcoin I first bought Bitcoin in 2012 I’ve use Bitcoin I’ve never sold it, I AM BULLISH ON BITCOIN point, period, full stop.” #XRPISNOTASECURITY #RIPPLE #CASE #OVER #DIGITALASSETSUMMIT #Threeoneninetwozerotwofive
21:06

Ripple XRP Fam Digital Asset Summit 3,19,2025 Brad Garlinghouse “it’s always good to make NEWS while here at Digital Asset Summit25 Just a few mins ago right before I walked up here i posted on X I can now announce that the SEC is no longer pursuing their appeal in the Ripple case, I truly deeply believe We were going to be on the right side of the LAW & HISTORY💥🌊🌊🌊🌊🌊🌊, TRIBALISM IS THE ENEMY OF PROGRESS. I own Bitcoin I first bought Bitcoin in 2012 I’ve use Bitcoin I’ve never sold it, I AM BULLISH ON BITCOIN point, period, full stop.” #XRPISNOTASECURITY #RIPPLE #CASE #OVER #DIGITALASSETSUMMIT #Threeoneninetwozerotwofive

801_XRP

27,774 Aufrufe • vor 1 Jahr

Is this why Adam Back doesn’t like Knots? One of Blockstream’s Lead Developers Rusty Russell’s says that Satoshi ripped out “weird stuff” from Bitcoin (the stuff that would make it more programmable) and now Bitcoin is a “hobbled language that doesn’t quite make sense” “..and now for years we never really noticed because people were, like, just sending money and stuff💁🏼‍♀️ but increasingly people are feeling these limits… so let’s clean things up… cool now we’ve got a clean system back again that is fully complete” Does he remind of you anyone? Do you feel like there are a lot of devs in Bitcoin who want Bitcoin to be more like Ethereum? 🧵🪡👇🏽
1:06

Is this why Adam Back doesn’t like Knots? One of Blockstream’s Lead Developers Rusty Russell’s says that Satoshi ripped out “weird stuff” from Bitcoin (the stuff that would make it more programmable) and now Bitcoin is a “hobbled language that doesn’t quite make sense” “..and now for years we never really noticed because people were, like, just sending money and stuff💁🏼‍♀️ but increasingly people are feeling these limits… so let’s clean things up… cool now we’ve got a clean system back again that is fully complete” Does he remind of you anyone? Do you feel like there are a lot of devs in Bitcoin who want Bitcoin to be more like Ethereum? 🧵🪡👇🏽

Asanoha | Timechain Art Magazine

42,821 Aufrufe • vor 9 Monaten

The Financial System Built on Bitcoin with Arnab Naskar | SLP712 Arnab Naskar @stokr, Co-founder, STOKR joins me to discuss how Bitcoin as a settlement layer & Liquid enable tokenization, confidential tx, capital markets, and new financing for energy & mining. (00:00) - Intro (00:59) - Who is Arnab and what is Stokr? (02:29) - Isn’t Bitcoin enough? (04:44) - How and why is Stokr different?; The importance of Liquid Network (08:35) - How does Liquid compete with other chains for tokenization of assets? (11:54) - What is CMSTR? (15:01) - Does Stokr help finance SMEs & traditional businesses? (18:23) - What is Blockstream Mining Note (BMN)? (24:34) - Trust minimising the ownership of securities; Whitelisting process (28:57) - How big is Liquid Network 🌊? How does it fare compared to other asset platforms? (33:43) - Who are the customers of Stokr’s tokenized products? (37:34) - What does the interface between Stokr and the end user look like?; The Blockstream edge (46:11) - Is TradFi embracing tokenization of assets?; Will Bitcoin be the base layer for tokenization? (56:25) - Closing thoughts
56:41

The Financial System Built on Bitcoin with Arnab Naskar | SLP712 Arnab Naskar @stokr, Co-founder, STOKR joins me to discuss how Bitcoin as a settlement layer & Liquid enable tokenization, confidential tx, capital markets, and new financing for energy & mining. (00:00) - Intro (00:59) - Who is Arnab and what is Stokr? (02:29) - Isn’t Bitcoin enough? (04:44) - How and why is Stokr different?; The importance of Liquid Network (08:35) - How does Liquid compete with other chains for tokenization of assets? (11:54) - What is CMSTR? (15:01) - Does Stokr help finance SMEs & traditional businesses? (18:23) - What is Blockstream Mining Note (BMN)? (24:34) - Trust minimising the ownership of securities; Whitelisting process (28:57) - How big is Liquid Network 🌊? How does it fare compared to other asset platforms? (33:43) - Who are the customers of Stokr’s tokenized products? (37:34) - What does the interface between Stokr and the end user look like?; The Blockstream edge (46:11) - Is TradFi embracing tokenization of assets?; Will Bitcoin be the base layer for tokenization? (56:25) - Closing thoughts

Stephan Livera

24,263 Aufrufe • vor 6 Monaten