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Satoshi Moving Bitcoin?! Seven dormant miner wallets holding 50 bitcoin:native each suddenly became active after 16.5 years. Whale Alert reported the wallets awakened on September 5, drawing attention across the Bitcoin market. Galaxy Research recently recorded 893,391 daily transactions, marking one of Bitcoin’s busiest days ever. Researchers estimate 33,995...

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🚨LATEST: RIPPLE CTO SAYS SATOSHI BITCOIN KEYS LIKELY LOST FOREVER Ripple CTO David Schwartz (David 'JoelKatz' Schwartz) said the private keys to Satoshi Nakamoto’s Bitcoin $BTC fortune are likely gone. The estimated holdings are worth around $70 billion. He suggested the coins may remain permanently inaccessible. The view reinforces long-standing speculation about dormant BTC. Lost keys would remove a massive supply from circulation. This comes after Investigative journalist John Carreyrou identified Adam Back as Satoshi Nakamoto. The conclusion follows an 18 month investigation. However, no definitive proof has been presented. The identity of Satoshi remains unconfirmed.
0:17

🚨LATEST: RIPPLE CTO SAYS SATOSHI BITCOIN KEYS LIKELY LOST FOREVER Ripple CTO David Schwartz (David 'JoelKatz' Schwartz) said the private keys to Satoshi Nakamoto’s Bitcoin $BTC fortune are likely gone. The estimated holdings are worth around $70 billion. He suggested the coins may remain permanently inaccessible. The view reinforces long-standing speculation about dormant BTC. Lost keys would remove a massive supply from circulation. This comes after Investigative journalist John Carreyrou identified Adam Back as Satoshi Nakamoto. The conclusion follows an 18 month investigation. However, no definitive proof has been presented. The identity of Satoshi remains unconfirmed.

BSCN

60,576 просмотров • 5 месяцев назад

🔥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

61,593 просмотров • 4 месяцев назад

🔥METAPLANET MOON MATH🔥 Metaplanet had a 568.2% BTC Yield last year. Their small size helped. Even assuming they never trade at a huge multiple, and assuming a much lower BTC Yield, the returns are still ridiculous over the next 5 years. 1× mNAV returns with a 75 % BTC Yield + 30 % Bitcoin CAGR over the next 10 years are flat-out insane: Year 0: 35,102 BTC, $2.64 Year 1: 61,428 BTC, $6 Year 2: 107,500 BTC, $14 Year 3: 188,125 BTC, $31 Year 4: 329,218 BTC, $71 Year 5: 576,132 BTC, $161 Year 6: 1,008,231 BTC, $366 Year 7: 1,764,405 BTC, $833 Year 8: 3,087,708 BTC, $1,894 Year 9: 5,403,489 BTC, $4,310 Year 10: 9,456,106 BTC, $9,804 Halfway through the decade gets you as 61x here with those inputs. Lots of unknowns with this trade, keep in mind that they aim to have 210,000 BTC by end of 2027 and this is projecting about half that with 107,500. 75% BTC Yield for 10 years also will not happen. If you look at the results from this input, years 5-7 is where it starts to get ridiculous. Strategy was able to achieve more than Metaplanet's Year 5 number in a harder currency and by trailblazing... but getting around 1 million Bitcoin by year 6 will be much tougher with prices being higher past 2030. W/ the 75% BTC yield input I think this is a somewhat reasonable result for the first 5 years. Still small enough for plenty of yield. Of course, you could imagine a multiple. Or an even higher BTC Yield initially, then lower. Or a steeper BTC CAGR. Adjust whatever inputs you want. All I know... We’re going a LOT higher, kids. $MPJPY
0:16

🔥METAPLANET MOON MATH🔥 Metaplanet had a 568.2% BTC Yield last year. Their small size helped. Even assuming they never trade at a huge multiple, and assuming a much lower BTC Yield, the returns are still ridiculous over the next 5 years. 1× mNAV returns with a 75 % BTC Yield + 30 % Bitcoin CAGR over the next 10 years are flat-out insane: Year 0: 35,102 BTC, $2.64 Year 1: 61,428 BTC, $6 Year 2: 107,500 BTC, $14 Year 3: 188,125 BTC, $31 Year 4: 329,218 BTC, $71 Year 5: 576,132 BTC, $161 Year 6: 1,008,231 BTC, $366 Year 7: 1,764,405 BTC, $833 Year 8: 3,087,708 BTC, $1,894 Year 9: 5,403,489 BTC, $4,310 Year 10: 9,456,106 BTC, $9,804 Halfway through the decade gets you as 61x here with those inputs. Lots of unknowns with this trade, keep in mind that they aim to have 210,000 BTC by end of 2027 and this is projecting about half that with 107,500. 75% BTC Yield for 10 years also will not happen. If you look at the results from this input, years 5-7 is where it starts to get ridiculous. Strategy was able to achieve more than Metaplanet's Year 5 number in a harder currency and by trailblazing... but getting around 1 million Bitcoin by year 6 will be much tougher with prices being higher past 2030. W/ the 75% BTC yield input I think this is a somewhat reasonable result for the first 5 years. Still small enough for plenty of yield. Of course, you could imagine a multiple. Or an even higher BTC Yield initially, then lower. Or a steeper BTC CAGR. Adjust whatever inputs you want. All I know... We’re going a LOT higher, kids. $MPJPY

Adam Livingston

30,335 просмотров • 8 месяцев назад

Lithium mining activity going on at the Old Oyo National Park, the first frame showed the sorting process of the earthy minerals at the Old Oyo National park while the other two videos shows logistics activities of the bikes. Ranging from there are multiple entries to the site either from Oyo State via Kishi and Igbeti or via Bani a border town along Kwara and Oyo State. Once a bike enters the forest, there are about 7 - 8 checkpoints within the forest which is controlled by locals providing security for miners in the forest. Each of this checkpoint charges each bike per trip ranging from 100naira, 200,300 and 500naira while the last checkpoint which will lead you to Daba (illegal mining) charges 2,700naira per trip. And the estimated population of the bikes plying through the area is around 3000 to 5000 bikes. Which is significantly increasing, the mining which has started about 8yrs ago has been accepted by all parties both locals and foreigners including the Chinese who are actively participating in buying the minerals there. It is an organized crime and has many wings because those who do not mine but just look for logistics companies to pick up the items earn about 500,000 naira on each truck they bring forward. The local security earn more than 300,000 naira daily for those recieving 100naira as gate fee. The Federal Govt and State Govt needs to pay a huge and urgent attention to this mining activity, it is a billion dollar economy which is been illegally mined.
0:17

Lithium mining activity going on at the Old Oyo National Park, the first frame showed the sorting process of the earthy minerals at the Old Oyo National park while the other two videos shows logistics activities of the bikes. Ranging from there are multiple entries to the site either from Oyo State via Kishi and Igbeti or via Bani a border town along Kwara and Oyo State. Once a bike enters the forest, there are about 7 - 8 checkpoints within the forest which is controlled by locals providing security for miners in the forest. Each of this checkpoint charges each bike per trip ranging from 100naira, 200,300 and 500naira while the last checkpoint which will lead you to Daba (illegal mining) charges 2,700naira per trip. And the estimated population of the bikes plying through the area is around 3000 to 5000 bikes. Which is significantly increasing, the mining which has started about 8yrs ago has been accepted by all parties both locals and foreigners including the Chinese who are actively participating in buying the minerals there. It is an organized crime and has many wings because those who do not mine but just look for logistics companies to pick up the items earn about 500,000 naira on each truck they bring forward. The local security earn more than 300,000 naira daily for those recieving 100naira as gate fee. The Federal Govt and State Govt needs to pay a huge and urgent attention to this mining activity, it is a billion dollar economy which is been illegally mined.

Mobilisingnigerians™

207,758 просмотров • 2 месяцев назад

MESSAGE TO THE XRP COMMUNITY 🚨 THIS JOKE OF A MARKET IS ABSOLUTELY HOLDING BACK AND SUPPRESSING XRP AS USUAL. THE BTC MAXIS HAVE LITERALLY ZERO NARRATIVE LEFT TO HOLD ONTO AFTER THE EMAILS REVEALED WHO REALLY PULLED THE STRINGS ON EARLY BITCOIN LMAO, SO MUCH COPE ABOUT IT ON THE TIMELINE “IT DOESNT MATTER GUYS” LOL🤣. ETH FOUNDER SELLS TRUCKLOADS OF ETH BEFORE FUDDING EVERY SINGLE L2 CREATING A SHAKY ENVIRONMENT BECAUSE THE BIGGEST THING ABOUT ETH HAS BEEN THE L2s. NOTHING ABOUT XRP HAS CHANGED AT ALL, THE MARKET IS REALIZING IS THE TRUTH BEHIND BTC AND ETH IS THAT NOBODY IS USING IT AND THEY ARE USELESS TROPHIES THAT HAPPEN TO HAVE A BIG SHINY MARKET CAP THAT STRUGGLE TO SCALE, AND THEY WEREN’T AS SAFE OF A BET AS PEOPLE THOUGHT. WHILE RIPPLE HAS BEEN ABSOLUTELY COOKING IN THE FINANCIAL AND REGULATORY WORLD THE BTC TOP DOG NARRATIVE IS LITERALLY CRUMBLING RIGHT IN FRONT OF US, FOR XRP TO TRULY HAVE DOMINANCE AS #1 IN THE FUTURE MAYBE THIS TEMPORARY PAIN IS NECESSARY. RIPPLE IS DOING BETTER THAN THEY HAVE EVER BEEN. WE ARE SO CLOSE TO ACTUAL REGULATIONS OPENING THE FLOODGATES OF TOKENIZATION OF OUR WORLD AND XRP IS POISED TO BENEFIT THE MOST FROM IT, WE SAW PROOF WITH TRUMP ELECTION 500% SOLO GOD PUMP ON XRP, MARKET IS IN FACT SMART ENOUGH TO UNDERSTAND. YES THIS $1.26 XRP IS PAINFUL BUT WE HAVE COME SUCH A LONG WAY FROM THE $0.20 PURGATORY DAYS THERE IS NO POINT GIVING UP NOW. NOTHING HAS CHANGED ABOUT XRP, ITS ACTUALLY ONLY GOTTEN BETTER. RIPPLE DOESNT EVEN WANT TO IPO BECAUSE THEY DO NOT NEED THE PUBLIC’S MONEY. SOME DONT EVEN UNDERSTAND JUST HOW BULLISH THAT ACTUALLY IS. THE THESIS ON XRP REMAINS THE SAME, GLOBAL NEUTRAL BRIDGE CURRENCY THAT IS USED UNANIMOUSLY AS “ONE COMMON BLOCKCHAIN” AS LARRY FINK SAID AT DAVOS. 13 DAYS FROM NOW PERMISSIONED DOMAINS GOES LIVE ON XRPL WHICH INVITES BANKS AND INSTITUTIONS TO USE XRPL WITH KYC AML LEGALITY. I FEEL AS A COMMUNITY WE ARE IN THE FINAL MILE AND SO CLOSE TO THE PERFECT LANDSCAPE OF WIDESCALE ADOPTION OF THE XRPL. THERE IS A FINANCIAL REVOLUTION HAPPENING ALL INSTITUTIONS ADMIT TOKENIZATION IS THE NEXT BIGGEST THING. AND IT AINT HAPPENING ON BITCOIN THATS FOR SURE. STAY STRONG XRP ARMY, I DO NOT THINK THESE XRP BLACK FRIDAY DISCOUNT PRICES LAST VERY LONG! MAY THE GREAT ROTATION FROM THE BITCOIN STANDARD TO THE XRP STANDARD BEGIN. MAYBE PAIN IS THE ONLY WAY PEOPLE WILL MAKE THE SWITCH
0:10

MESSAGE TO THE XRP COMMUNITY 🚨 THIS JOKE OF A MARKET IS ABSOLUTELY HOLDING BACK AND SUPPRESSING XRP AS USUAL. THE BTC MAXIS HAVE LITERALLY ZERO NARRATIVE LEFT TO HOLD ONTO AFTER THE EMAILS REVEALED WHO REALLY PULLED THE STRINGS ON EARLY BITCOIN LMAO, SO MUCH COPE ABOUT IT ON THE TIMELINE “IT DOESNT MATTER GUYS” LOL🤣. ETH FOUNDER SELLS TRUCKLOADS OF ETH BEFORE FUDDING EVERY SINGLE L2 CREATING A SHAKY ENVIRONMENT BECAUSE THE BIGGEST THING ABOUT ETH HAS BEEN THE L2s. NOTHING ABOUT XRP HAS CHANGED AT ALL, THE MARKET IS REALIZING IS THE TRUTH BEHIND BTC AND ETH IS THAT NOBODY IS USING IT AND THEY ARE USELESS TROPHIES THAT HAPPEN TO HAVE A BIG SHINY MARKET CAP THAT STRUGGLE TO SCALE, AND THEY WEREN’T AS SAFE OF A BET AS PEOPLE THOUGHT. WHILE RIPPLE HAS BEEN ABSOLUTELY COOKING IN THE FINANCIAL AND REGULATORY WORLD THE BTC TOP DOG NARRATIVE IS LITERALLY CRUMBLING RIGHT IN FRONT OF US, FOR XRP TO TRULY HAVE DOMINANCE AS #1 IN THE FUTURE MAYBE THIS TEMPORARY PAIN IS NECESSARY. RIPPLE IS DOING BETTER THAN THEY HAVE EVER BEEN. WE ARE SO CLOSE TO ACTUAL REGULATIONS OPENING THE FLOODGATES OF TOKENIZATION OF OUR WORLD AND XRP IS POISED TO BENEFIT THE MOST FROM IT, WE SAW PROOF WITH TRUMP ELECTION 500% SOLO GOD PUMP ON XRP, MARKET IS IN FACT SMART ENOUGH TO UNDERSTAND. YES THIS $1.26 XRP IS PAINFUL BUT WE HAVE COME SUCH A LONG WAY FROM THE $0.20 PURGATORY DAYS THERE IS NO POINT GIVING UP NOW. NOTHING HAS CHANGED ABOUT XRP, ITS ACTUALLY ONLY GOTTEN BETTER. RIPPLE DOESNT EVEN WANT TO IPO BECAUSE THEY DO NOT NEED THE PUBLIC’S MONEY. SOME DONT EVEN UNDERSTAND JUST HOW BULLISH THAT ACTUALLY IS. THE THESIS ON XRP REMAINS THE SAME, GLOBAL NEUTRAL BRIDGE CURRENCY THAT IS USED UNANIMOUSLY AS “ONE COMMON BLOCKCHAIN” AS LARRY FINK SAID AT DAVOS. 13 DAYS FROM NOW PERMISSIONED DOMAINS GOES LIVE ON XRPL WHICH INVITES BANKS AND INSTITUTIONS TO USE XRPL WITH KYC AML LEGALITY. I FEEL AS A COMMUNITY WE ARE IN THE FINAL MILE AND SO CLOSE TO THE PERFECT LANDSCAPE OF WIDESCALE ADOPTION OF THE XRPL. THERE IS A FINANCIAL REVOLUTION HAPPENING ALL INSTITUTIONS ADMIT TOKENIZATION IS THE NEXT BIGGEST THING. AND IT AINT HAPPENING ON BITCOIN THATS FOR SURE. STAY STRONG XRP ARMY, I DO NOT THINK THESE XRP BLACK FRIDAY DISCOUNT PRICES LAST VERY LONG! MAY THE GREAT ROTATION FROM THE BITCOIN STANDARD TO THE XRP STANDARD BEGIN. MAYBE PAIN IS THE ONLY WAY PEOPLE WILL MAKE THE SWITCH

Cobb

81,710 просмотров • 7 месяцев назад

Buying $ETH heavy at $1070-$1370 Dont think it goes much lower. Everyone expects $ETH to bleed harder than $BTC from here, but its already insanely oversold. So im taking the other side. Quick on why: ETH/BTC ratio is insanely low. People treat this like $BTC vs some random coin. Its not. $BTC and $ETH are the same kind of asset - supply already out, no insider unlocks, 10+ years of nobody printing or rugging it. The only two real blue chips. The only question is which looks safer from here, and right now its $BTC holding most of the open problems. The cleanest way to see it: the treasuries. Strategy sits on 845k $BTC, paid for with stock and preferred that owes cash dividends. $BTC pays them nothing back, so they have to sell to cover it. Bitmine sits on 5.5M $ETH and stakes most of it, earning around 270M a year. Same drawdown, opposite situation. One bleeds to hold, the other gets paid to hold. And thats the asset itself, not just the treasury. A third of all $ETH is staked and earning. $BTC just sits while its new supply gets sold by miners to cover power bills. Last cycle the loud call was $10k $ETH. Never came. This cycle the loud call is "$ETH is dead", screamed right at the price where it stopped falling. Im not betting against $BTC, i hold both. I just think the one everyone gave up on is the one that pays u to wait. Thats why im buying here. DCA 1370 to 1070 3/4 at 1070. Out under 800.
0:16

Buying $ETH heavy at $1070-$1370 Dont think it goes much lower. Everyone expects $ETH to bleed harder than $BTC from here, but its already insanely oversold. So im taking the other side. Quick on why: ETH/BTC ratio is insanely low. People treat this like $BTC vs some random coin. Its not. $BTC and $ETH are the same kind of asset - supply already out, no insider unlocks, 10+ years of nobody printing or rugging it. The only two real blue chips. The only question is which looks safer from here, and right now its $BTC holding most of the open problems. The cleanest way to see it: the treasuries. Strategy sits on 845k $BTC, paid for with stock and preferred that owes cash dividends. $BTC pays them nothing back, so they have to sell to cover it. Bitmine sits on 5.5M $ETH and stakes most of it, earning around 270M a year. Same drawdown, opposite situation. One bleeds to hold, the other gets paid to hold. And thats the asset itself, not just the treasury. A third of all $ETH is staked and earning. $BTC just sits while its new supply gets sold by miners to cover power bills. Last cycle the loud call was $10k $ETH. Never came. This cycle the loud call is "$ETH is dead", screamed right at the price where it stopped falling. Im not betting against $BTC, i hold both. I just think the one everyone gave up on is the one that pays u to wait. Thats why im buying here. DCA 1370 to 1070 3/4 at 1070. Out under 800.

𝗰𝘆𝗰𝗹𝗼𝗽

277,927 просмотров • 2 месяцев назад

Illegal Lithium Mining Boom at Old Oyo National Park: 3,000–5,000 Bikes Daily, N2,700 Per Trip, Chinese Buyers, Local Security Earn N300,000 Daily A booming illegal lithium mining operation has taken over large swaths of the Old Oyo National Park, with an estimated 3,000 to 5,000 motorcycles plying the forest daily to transport minerals out of the protected area, investigations have revealed. The operation, which has been ongoing for about eight years, has evolved into a highly organised criminal enterprise with multiple entry points and checkpoints. Access to the mining site is available either from Oyo State via Kishi and Igbeti or from Bani, a border town along the Kwara and Oyo State axis. Once a bike enters the forest, it must pass through seven to eight checkpoints controlled by locals who provide security for the miners. Each checkpoint charges a fee per trip, ranging from N100 to N500, while the final checkpoint leading to Daba, the hub of illegal mining, charges N2,700 per trip. With thousands of bikes operating daily, the revenue generated is staggering. Local security personnel at the N100 checkpoint alone earn over N300,000 daily. Logistics operators who do not mine but transport the minerals earn about N500,000 per truck they move out of the forest. The mining activity has been accepted by all parties involved, including locals and foreigners. The Chinese are actively participating in buying the minerals, making this a billion-dollar economy that is being illegally exploited. The Federal Government and Oyo State Government must pay urgent attention to this illegal mining operation. The scale of the activity suggests a well-funded and well-protected criminal network that is siphoning billions of naira from the nation's resources while destroying a protected national park.
0:29

Illegal Lithium Mining Boom at Old Oyo National Park: 3,000–5,000 Bikes Daily, N2,700 Per Trip, Chinese Buyers, Local Security Earn N300,000 Daily A booming illegal lithium mining operation has taken over large swaths of the Old Oyo National Park, with an estimated 3,000 to 5,000 motorcycles plying the forest daily to transport minerals out of the protected area, investigations have revealed. The operation, which has been ongoing for about eight years, has evolved into a highly organised criminal enterprise with multiple entry points and checkpoints. Access to the mining site is available either from Oyo State via Kishi and Igbeti or from Bani, a border town along the Kwara and Oyo State axis. Once a bike enters the forest, it must pass through seven to eight checkpoints controlled by locals who provide security for the miners. Each checkpoint charges a fee per trip, ranging from N100 to N500, while the final checkpoint leading to Daba, the hub of illegal mining, charges N2,700 per trip. With thousands of bikes operating daily, the revenue generated is staggering. Local security personnel at the N100 checkpoint alone earn over N300,000 daily. Logistics operators who do not mine but transport the minerals earn about N500,000 per truck they move out of the forest. The mining activity has been accepted by all parties involved, including locals and foreigners. The Chinese are actively participating in buying the minerals, making this a billion-dollar economy that is being illegally exploited. The Federal Government and Oyo State Government must pay urgent attention to this illegal mining operation. The scale of the activity suggests a well-funded and well-protected criminal network that is siphoning billions of naira from the nation's resources while destroying a protected national park.

The Yoruba Times

10,278 просмотров • 2 месяцев назад

satoshi never existed. nobody writes code like that. not that clean, not that surgical. the early bitcoin codebase doesn’t read like code from some anonymous guy on the internet. bitcoin's early codebase looks like it was handed to us. the whitepaper came out six weeks after the 2008 crash. that's not enough time to dream up a working distributed consensus system, let alone build one. then there’s secp256k1. not secp256r1, the curve everybody used. k1 was obscure, weird, and a terrible choice if you were just following convention. but it also happened to be one of the hardest to backdoor. and then satoshi disappears. roughly a million btc, untouched. people don’t walk away from that kind of money unless the money was never the point. because maybe bitcoin was never just money. what it actually did was create a global incentive to build compute. millions of people, in every country, pouring capital into hardware and electricity to chase block rewards. no state could have coordinated it that fast. no company could have justified it. a protocol paying out internet money gets people moving. then nvidia happened. the same GPUs pushed into the world for mining turned out to be perfect for large-scale parallel compute. the same hardware appetite bitcoin created ended up helping make modern deep learning possible. bitcoin launches in 2009. imagenet breaks things open in 2012. three years. bitcoin was the bootloader. and we’ve been running the install script.
0:10

satoshi never existed. nobody writes code like that. not that clean, not that surgical. the early bitcoin codebase doesn’t read like code from some anonymous guy on the internet. bitcoin's early codebase looks like it was handed to us. the whitepaper came out six weeks after the 2008 crash. that's not enough time to dream up a working distributed consensus system, let alone build one. then there’s secp256k1. not secp256r1, the curve everybody used. k1 was obscure, weird, and a terrible choice if you were just following convention. but it also happened to be one of the hardest to backdoor. and then satoshi disappears. roughly a million btc, untouched. people don’t walk away from that kind of money unless the money was never the point. because maybe bitcoin was never just money. what it actually did was create a global incentive to build compute. millions of people, in every country, pouring capital into hardware and electricity to chase block rewards. no state could have coordinated it that fast. no company could have justified it. a protocol paying out internet money gets people moving. then nvidia happened. the same GPUs pushed into the world for mining turned out to be perfect for large-scale parallel compute. the same hardware appetite bitcoin created ended up helping make modern deep learning possible. bitcoin launches in 2009. imagenet breaks things open in 2012. three years. bitcoin was the bootloader. and we’ve been running the install script.

tetsuo

53,736 просмотров • 5 месяцев назад

SATA acquired an estimated ~291.5 BTC today. That would be assuming $19.13M raised out of the $96.44M daily volume. Is this accurate? Tough to know! We'll find out Monday I assume. But what does this look like for ASST's stock price if this was replicated every day for a year? Let's say there are about ~21 trading days per month... and Bitcoin is at $200k a year from now. It'll be a volatile, non-linear ride upward of course, but this is what it looks like if BTC moves linearly to that price point with this level of issuance. 21 x $19.3M raised = ~$400 million raised per month via SATA... zero ASST sold to buy Bitcoin. Zero mNAV expansion... mNAV trades at the same it does today. Common stock ASST is sold to fund dividends in this model. At $200K BTC: Ending BTC stack: 65,250 ₿ Ending CEBE sats/share: 43,614 CEBE Sats Yield: 228.9% annualized Ending implied stock price: $157.88 Total return vs today: 900% It is a 10x from today almost exactly. Does common equity own more residual Bitcoin per share after senior claims, dividends, and dilution? In this model, yes. A lot more. Not investment advice. This does not include the potential warrant exercises later this year. Issuing SATA adds a lot of LATENT POWER to the balance sheet. If Bitcoin goes up and to the right and it SATA issuance can continue to raise capital... well... ASST is a powder keg about to be ignited.
0:10

SATA acquired an estimated ~291.5 BTC today. That would be assuming $19.13M raised out of the $96.44M daily volume. Is this accurate? Tough to know! We'll find out Monday I assume. But what does this look like for ASST's stock price if this was replicated every day for a year? Let's say there are about ~21 trading days per month... and Bitcoin is at $200k a year from now. It'll be a volatile, non-linear ride upward of course, but this is what it looks like if BTC moves linearly to that price point with this level of issuance. 21 x $19.3M raised = ~$400 million raised per month via SATA... zero ASST sold to buy Bitcoin. Zero mNAV expansion... mNAV trades at the same it does today. Common stock ASST is sold to fund dividends in this model. At $200K BTC: Ending BTC stack: 65,250 ₿ Ending CEBE sats/share: 43,614 CEBE Sats Yield: 228.9% annualized Ending implied stock price: $157.88 Total return vs today: 900% It is a 10x from today almost exactly. Does common equity own more residual Bitcoin per share after senior claims, dividends, and dilution? In this model, yes. A lot more. Not investment advice. This does not include the potential warrant exercises later this year. Issuing SATA adds a lot of LATENT POWER to the balance sheet. If Bitcoin goes up and to the right and it SATA issuance can continue to raise capital... well... ASST is a powder keg about to be ignited.

Adam Livingston

15,473 просмотров • 3 месяцев назад

Kai Cenat’s Streamer University auditions in Atlanta were reportedly shut down after massive crowds showed up 👀📚 Videos from the event have gone viral across social media, and there are currently multiple rumors circulating online about what may have caused the shutdown. Some people are claiming there was an active shooter situation, while others are alleging there may have been a bomb threat. At this time, none of those claims have been officially confirmed by authorities, and much of the information currently circulating appears to be based on social media reports and eyewitness accounts. What is clear is that the event drew an enormous crowd and quickly became difficult to manage. The Atlanta auditions appeared significantly more chaotic than the Los Angeles auditions, which, from what was shown publicly, seemed to remain relatively organized despite attracting large numbers of attendees. Regardless of what ultimately happened, the turnout once again demonstrated the massive influence streamers now have with younger audiences. Events tied to creators like Kai Cenat are drawing crowds comparable to major artists and traditional celebrities.
0:19

Kai Cenat’s Streamer University auditions in Atlanta were reportedly shut down after massive crowds showed up 👀📚 Videos from the event have gone viral across social media, and there are currently multiple rumors circulating online about what may have caused the shutdown. Some people are claiming there was an active shooter situation, while others are alleging there may have been a bomb threat. At this time, none of those claims have been officially confirmed by authorities, and much of the information currently circulating appears to be based on social media reports and eyewitness accounts. What is clear is that the event drew an enormous crowd and quickly became difficult to manage. The Atlanta auditions appeared significantly more chaotic than the Los Angeles auditions, which, from what was shown publicly, seemed to remain relatively organized despite attracting large numbers of attendees. Regardless of what ultimately happened, the turnout once again demonstrated the massive influence streamers now have with younger audiences. Events tied to creators like Kai Cenat are drawing crowds comparable to major artists and traditional celebrities.

MuZic King

38,965 просмотров • 3 месяцев назад

PSA: $NAM Airdrop 🪂 - only a few hours left ➡️Claim closes on: 12th of Jan 2024, at 9am ➡️ The _ONLY_ place to claim ➡️Allocations have been adjusted recently - check if you have claimed to see if your number went up! ➡️US is sadly geoblocked 🔸Eligibility and How to Claim reminder ➡️ $OSMO snapshot: mainnet block 12146298 ➡️ $ATOM snapshots: block 17660694 (the last blocks before 1st of November 2023). To be eligible you need to have at least $100 USD staked ➡️In $OSMO: 280 $OSMO ➡️In $ATOM: 12.786667 $ATOM Beyond staking every account gets an Activity Score. The TLDR; of this scoring method is that it measures the engagement of the account on a decentralized network. The specific framework used in the RPGF Drop is an adaptation from Trusta AI ' Media Score, and was first introduced by Celestia on the Genesis Drop. Based on the mechanism, the score can be a minimum of 1.5 and a maximum of 15. The Activity Score is a points system that takes into account activity such as transactions, ibc transfers, the value of transactions, months active, etc. (the scoring details are linked in the announcement). The maximum points you can get on the Activity Score is 15. To determine the tier, the amount staked at the time is multiplied by the Activity Score. Then all eligible accounts are ranked by highest value to lowest and grouped into tiers: top 10%, 50-90%, and 0-50% ➡️Source: MEDIA SCORE as the Infrastructure for On-chain User Value Assessment: 🔸How to claim $NAM airdrop ➡️Get Namada Wallet Extension ➡️Go to ➡️Connect Wallet $ATOM $OSMO $STARS ➡️Connect $NAM Extension ➡️CLAIM $NAM ➡️Repeat for any additional chains / wallets 🔸Looking for an easy and super clear "how to claim video"? @L1am_Crypto & Stakecito Labs to the rescue 🫡 🔸$NAM airdrop beraindex overview: 🔸Stake $ATOM with our sponsor, Enigma , and don't miss out on future Airdrops 🥩 $ATOM 🫡
0:10

PSA: $NAM Airdrop 🪂 - only a few hours left ➡️Claim closes on: 12th of Jan 2024, at 9am ➡️ The _ONLY_ place to claim ➡️Allocations have been adjusted recently - check if you have claimed to see if your number went up! ➡️US is sadly geoblocked 🔸Eligibility and How to Claim reminder ➡️ $OSMO snapshot: mainnet block 12146298 ➡️ $ATOM snapshots: block 17660694 (the last blocks before 1st of November 2023). To be eligible you need to have at least $100 USD staked ➡️In $OSMO: 280 $OSMO ➡️In $ATOM: 12.786667 $ATOM Beyond staking every account gets an Activity Score. The TLDR; of this scoring method is that it measures the engagement of the account on a decentralized network. The specific framework used in the RPGF Drop is an adaptation from Trusta AI ' Media Score, and was first introduced by Celestia on the Genesis Drop. Based on the mechanism, the score can be a minimum of 1.5 and a maximum of 15. The Activity Score is a points system that takes into account activity such as transactions, ibc transfers, the value of transactions, months active, etc. (the scoring details are linked in the announcement). The maximum points you can get on the Activity Score is 15. To determine the tier, the amount staked at the time is multiplied by the Activity Score. Then all eligible accounts are ranked by highest value to lowest and grouped into tiers: top 10%, 50-90%, and 0-50% ➡️Source: MEDIA SCORE as the Infrastructure for On-chain User Value Assessment: 🔸How to claim $NAM airdrop ➡️Get Namada Wallet Extension ➡️Go to ➡️Connect Wallet $ATOM $OSMO $STARS ➡️Connect $NAM Extension ➡️CLAIM $NAM ➡️Repeat for any additional chains / wallets 🔸Looking for an easy and super clear "how to claim video"? @L1am_Crypto & Stakecito Labs to the rescue 🫡 🔸$NAM airdrop beraindex overview: 🔸Stake $ATOM with our sponsor, Enigma , and don't miss out on future Airdrops 🥩 $ATOM 🫡

Grey Ledger

60,319 просмотров • 2 лет назад

The biggest Bitcoin miners on earth are quietly walking away from mining Bitcoin, and the reason is not the one everyone keeps repeating. They are not fleeing a dead business. They lost an auction for their own power, and the winner was artificial intelligence. Start with the brutal arithmetic. It now costs the average public miner around $80,000 in cash to produce a single Bitcoin, and for stretches of this year $BTC traded below that. The most efficient operators on the cheapest power still clear a margin, but an estimated 15 to 20 percent of the global fleet is mining at a loss right now, burning more in power than the coins are worth the second they are minted. Three straight downward difficulty adjustments earlier this year, the first such streak since 2022, were the footprint of machines going dark. That looks like a simple story of a broken business until you see the number that explains the exodus. The same megawatt of power that earns a Bitcoin miner roughly $1 million a year earns between $10 and $20 million a year hosting AI compute. Ten to twenty times more, for the identical electricity, substation, and cooling. What made industrial miners valuable was never the mining. It was the power contracts, the land, the grid interconnects. AI walked in and bid an order of magnitude higher for exactly those assets. Mining did not fail. It got outbid for its own infrastructure. When Core Scientific runs its BTC segment at a negative margin while its AI colocation business prints money, the decision writes itself. CoinShares estimates listed miners could pull up to 70 percent of their revenue from AI by year end, up from about 30 percent. The power is being repriced to its highest use, and Bitcoin lost the bidding. If the giants leave, what happens to the network they secured? The doom posts assume it weakens. It does not, because Bitcoin has a self-healing reflex written into its core. When miners switch off, blocks slow, and within two weeks difficulty automatically drops, which makes mining cheaper and more profitable for everyone still running. The security does not vanish, it relocates, and you can already see where. State-backed pools are appearing, with one Gulf operator reportedly standing up a national pool near 3 percent of global hashrate, alongside private fleets and the handful of public miners like Marathon still choosing to buy Bitcoin rather than lease their power away. The network even hit an all-time high above one zettahash this year as the pivot accelerated. It does not need any particular miner. It needs someone, somewhere, for whom the math still works, and cheap stranded power has no shortage of those. But there is a deeper timer here, and the AI pivot just exposed it. Today miners earn almost everything from the block subsidy and almost nothing from fees, often under one percent of revenue on a quiet day. That subsidy halves again in 2028, and every four years after, marching toward zero. For Bitcoin to pay for its own security forever, fees eventually have to replace it. The open question is whether they can, and the evidence cuts both ways. On busy days, during token launches and inscription waves, fees have already spiked past 15 percent of revenue, and in 2024 some blocks earned more in fees than the entire subsidy. The capacity is there in bursts. Whether bursts become a baseline is the single most important unanswered question in Bitcoin. The AI exodus did not create that question. It pulled the cover off it years early, and showed how fast capital abandons hashing the moment something pays more. So the honest read is not that AI kills Bitcoin mining. It is stranger than that. AI is the first bidder rich enough to reveal what Bitcoin's security was always quietly worth, and what it will cost to keep once the free coins stop coming. The miners are not abandoning a sinking ship. They are selling the deck to a higher bidder while the same clock everyone forgot about keeps ticking underneath.
0:10

The biggest Bitcoin miners on earth are quietly walking away from mining Bitcoin, and the reason is not the one everyone keeps repeating. They are not fleeing a dead business. They lost an auction for their own power, and the winner was artificial intelligence. Start with the brutal arithmetic. It now costs the average public miner around $80,000 in cash to produce a single Bitcoin, and for stretches of this year $BTC traded below that. The most efficient operators on the cheapest power still clear a margin, but an estimated 15 to 20 percent of the global fleet is mining at a loss right now, burning more in power than the coins are worth the second they are minted. Three straight downward difficulty adjustments earlier this year, the first such streak since 2022, were the footprint of machines going dark. That looks like a simple story of a broken business until you see the number that explains the exodus. The same megawatt of power that earns a Bitcoin miner roughly $1 million a year earns between $10 and $20 million a year hosting AI compute. Ten to twenty times more, for the identical electricity, substation, and cooling. What made industrial miners valuable was never the mining. It was the power contracts, the land, the grid interconnects. AI walked in and bid an order of magnitude higher for exactly those assets. Mining did not fail. It got outbid for its own infrastructure. When Core Scientific runs its BTC segment at a negative margin while its AI colocation business prints money, the decision writes itself. CoinShares estimates listed miners could pull up to 70 percent of their revenue from AI by year end, up from about 30 percent. The power is being repriced to its highest use, and Bitcoin lost the bidding. If the giants leave, what happens to the network they secured? The doom posts assume it weakens. It does not, because Bitcoin has a self-healing reflex written into its core. When miners switch off, blocks slow, and within two weeks difficulty automatically drops, which makes mining cheaper and more profitable for everyone still running. The security does not vanish, it relocates, and you can already see where. State-backed pools are appearing, with one Gulf operator reportedly standing up a national pool near 3 percent of global hashrate, alongside private fleets and the handful of public miners like Marathon still choosing to buy Bitcoin rather than lease their power away. The network even hit an all-time high above one zettahash this year as the pivot accelerated. It does not need any particular miner. It needs someone, somewhere, for whom the math still works, and cheap stranded power has no shortage of those. But there is a deeper timer here, and the AI pivot just exposed it. Today miners earn almost everything from the block subsidy and almost nothing from fees, often under one percent of revenue on a quiet day. That subsidy halves again in 2028, and every four years after, marching toward zero. For Bitcoin to pay for its own security forever, fees eventually have to replace it. The open question is whether they can, and the evidence cuts both ways. On busy days, during token launches and inscription waves, fees have already spiked past 15 percent of revenue, and in 2024 some blocks earned more in fees than the entire subsidy. The capacity is there in bursts. Whether bursts become a baseline is the single most important unanswered question in Bitcoin. The AI exodus did not create that question. It pulled the cover off it years early, and showed how fast capital abandons hashing the moment something pays more. So the honest read is not that AI kills Bitcoin mining. It is stranger than that. AI is the first bidder rich enough to reveal what Bitcoin's security was always quietly worth, and what it will cost to keep once the free coins stop coming. The miners are not abandoning a sinking ship. They are selling the deck to a higher bidder while the same clock everyone forgot about keeps ticking underneath.

Shanaka Anslem Perera ⚡

90,812 просмотров • 2 месяцев назад

🚀ASST TO $700 PER SHARE?!?🚀 YOU THINK I'M JOKING? THINK AGAIN, BUCKO. Current ASST snapshot: BTC holdings: 15,000.5 BTC BTC price: $80,593 Bitcoin NAV: $1.21B Total debt: $10M Preferred outstanding: $495.95M Debt + preferred: $505.95M Amplification ratio: 41.9% Current stock price: $15.85 Now here’s the model, and this isn't MOONBOY NONSENSE, kids. This is with Bitcoin at $750k in 2036, not $1 million in 2034. ASST maintains their current 41.9% amplification ratio for 10 years. Translation for normal people: For every $1.00 of Bitcoin NAV, ASST keeps roughly $0.419 of senior claims through debt/preferred financing. The bears hear that and immediately start sweating through a Men’s Wearhouse suit. But this is the actual machine. As Bitcoin rises, the Bitcoin NAV rises. When the NAV rises, the old preferred stack becomes smaller relative to the treasury. So ASST issues more SATA to keep amplification at 41.9%. That new SATA capital buys more Bitcoin. Then Bitcoin goes up again. Then the NAV goes up again. Then the amplification ratio drops again. Then they issue more SATA again. Then they buy more Bitcoin again. This is how you turn a balance sheet into a legally registered orange crocodile. Now we add the funding mix: 75% of new Bitcoin accumulation comes from SATA. 25% comes from issuing common stock. And the common stock is issued at 1.2x EV mNAV. Meaning they are selling equity at a 20% premium to the enterprise value of the Bitcoin stack. That matters. Because issuing common below NAV is financial self-harm. Issuing common above NAV is accretive treasury sorcery. Now assume Bitcoin compounds at 25% per year for 10 years. BTC price goes from: $80,593 today to roughly: $750,579 in year 10 That is a 9.3x move in Bitcoin. Now what happens to ASST? Starting BTC stack: 15,000.5 BTC Projected year 10 BTC stack: 143,425 BTC That is 9.6x more Bitcoin. Starting Bitcoin NAV: $1.21B Projected year 10 Bitcoin NAV: $107.65B That is 89x larger. Now the bears will say: “BUT THE PREFERREDS!” Yes, Carl. The preferreds are the point. Senior claims rise from $505.95M to $45.11B because the model intentionally keeps amplification at 41.9%. That sounds terrifying until you remember the Bitcoin NAV grew to $107.65B. The stack got bigger. The senior claims got bigger. The common equity claim got bigger too. This is where CEBE comes in. CEBE = Common Equity Bitcoin Exposure. It answers the only question that matters: After debt and preferred holders get their claim, how much Bitcoin exposure does the common shareholder really own? Today: Gross BPS: 20,222 sats CEBE/share: 11,759 sats Year 10: Gross BPS: 95,380 sats CEBE/share: 55,416 sats That means common-equity Bitcoin exposure per share rises about 4.7x. Even after common issuance. Even after maintaining the preferred stack. Even after the bears finish their sacred ritual of screaming “DILUTION” into a spreadsheet they opened sideways. Now the share count. Current implied diluted shares: 74.2M Projected year 10 shares: 150.4M So yes, the share count roughly doubles in this model. But the Bitcoin stack goes 9.6x. This is the entire game. If Bitcoin holdings grow much faster than shares outstanding, the common shareholder’s Bitcoin exposure goes up. The bears think all issuance is bad because they learned finance from a Yahoo message board during a divorce. The actual question is: Does issuance increase Bitcoin per share after senior claims? In this model, yes. Now the stock price. Strict 1.2x EV mNAV model gets ASST to about: $559/share But if we anchor the model to today’s actual ASST price of $15.85, the same growth path gets you to roughly: $696/share Call it $700. There it is. ASST to $700 per share is not “vibes.” It is a model. BTC compounds at 25%. SATA funds 75% of accumulation. Common funds 25% at 1.2x EV mNAV. Amplification stays at 41.9%. BTC stack grows from 15,000 BTC to 143,425 BTC. Bitcoin NAV goes from $1.21B to $107.65B. CEBE/share goes from 11,759 sats to 55,416 sats. The stock goes from $15.85 to roughly $700. This is why small Bitcoin treasury companies are so insane. Strategy is the Death Star. ASST is the weird little orange lab experiment in the basement where someone accidentally discovers corporate finance methamphetamine. Tiny denominator. Preferred financing. Bitcoin accumulation. Premium equity issuance. CEBE expansion. A compounding treasury loop. The bear case is that dilution kills the common. The bull case is that accretive dilution plus preferred financing creates a Bitcoin-per-share machine that eats capital markets and leaves behind a pile of traumatized short sellers asking why their model still says “book value.” ASST to $700? If the machine works, yes. If Bitcoin does 25% CAGR, absolutely possible. If SATA scales and common gets issued above NAV, the goblin gets fed. And once the goblin gets fed, the spreadsheet starts looking like it was written by Saylor, Dylan LeClair, and a sleep-deprived Austrian economist locked inside a treasury dashboard with three Celsius energy drinks. This is not financial advice. This is FINANCIAL ENTERTAINMENT:
0:20

🚀ASST TO $700 PER SHARE?!?🚀 YOU THINK I'M JOKING? THINK AGAIN, BUCKO. Current ASST snapshot: BTC holdings: 15,000.5 BTC BTC price: $80,593 Bitcoin NAV: $1.21B Total debt: $10M Preferred outstanding: $495.95M Debt + preferred: $505.95M Amplification ratio: 41.9% Current stock price: $15.85 Now here’s the model, and this isn't MOONBOY NONSENSE, kids. This is with Bitcoin at $750k in 2036, not $1 million in 2034. ASST maintains their current 41.9% amplification ratio for 10 years. Translation for normal people: For every $1.00 of Bitcoin NAV, ASST keeps roughly $0.419 of senior claims through debt/preferred financing. The bears hear that and immediately start sweating through a Men’s Wearhouse suit. But this is the actual machine. As Bitcoin rises, the Bitcoin NAV rises. When the NAV rises, the old preferred stack becomes smaller relative to the treasury. So ASST issues more SATA to keep amplification at 41.9%. That new SATA capital buys more Bitcoin. Then Bitcoin goes up again. Then the NAV goes up again. Then the amplification ratio drops again. Then they issue more SATA again. Then they buy more Bitcoin again. This is how you turn a balance sheet into a legally registered orange crocodile. Now we add the funding mix: 75% of new Bitcoin accumulation comes from SATA. 25% comes from issuing common stock. And the common stock is issued at 1.2x EV mNAV. Meaning they are selling equity at a 20% premium to the enterprise value of the Bitcoin stack. That matters. Because issuing common below NAV is financial self-harm. Issuing common above NAV is accretive treasury sorcery. Now assume Bitcoin compounds at 25% per year for 10 years. BTC price goes from: $80,593 today to roughly: $750,579 in year 10 That is a 9.3x move in Bitcoin. Now what happens to ASST? Starting BTC stack: 15,000.5 BTC Projected year 10 BTC stack: 143,425 BTC That is 9.6x more Bitcoin. Starting Bitcoin NAV: $1.21B Projected year 10 Bitcoin NAV: $107.65B That is 89x larger. Now the bears will say: “BUT THE PREFERREDS!” Yes, Carl. The preferreds are the point. Senior claims rise from $505.95M to $45.11B because the model intentionally keeps amplification at 41.9%. That sounds terrifying until you remember the Bitcoin NAV grew to $107.65B. The stack got bigger. The senior claims got bigger. The common equity claim got bigger too. This is where CEBE comes in. CEBE = Common Equity Bitcoin Exposure. It answers the only question that matters: After debt and preferred holders get their claim, how much Bitcoin exposure does the common shareholder really own? Today: Gross BPS: 20,222 sats CEBE/share: 11,759 sats Year 10: Gross BPS: 95,380 sats CEBE/share: 55,416 sats That means common-equity Bitcoin exposure per share rises about 4.7x. Even after common issuance. Even after maintaining the preferred stack. Even after the bears finish their sacred ritual of screaming “DILUTION” into a spreadsheet they opened sideways. Now the share count. Current implied diluted shares: 74.2M Projected year 10 shares: 150.4M So yes, the share count roughly doubles in this model. But the Bitcoin stack goes 9.6x. This is the entire game. If Bitcoin holdings grow much faster than shares outstanding, the common shareholder’s Bitcoin exposure goes up. The bears think all issuance is bad because they learned finance from a Yahoo message board during a divorce. The actual question is: Does issuance increase Bitcoin per share after senior claims? In this model, yes. Now the stock price. Strict 1.2x EV mNAV model gets ASST to about: $559/share But if we anchor the model to today’s actual ASST price of $15.85, the same growth path gets you to roughly: $696/share Call it $700. There it is. ASST to $700 per share is not “vibes.” It is a model. BTC compounds at 25%. SATA funds 75% of accumulation. Common funds 25% at 1.2x EV mNAV. Amplification stays at 41.9%. BTC stack grows from 15,000 BTC to 143,425 BTC. Bitcoin NAV goes from $1.21B to $107.65B. CEBE/share goes from 11,759 sats to 55,416 sats. The stock goes from $15.85 to roughly $700. This is why small Bitcoin treasury companies are so insane. Strategy is the Death Star. ASST is the weird little orange lab experiment in the basement where someone accidentally discovers corporate finance methamphetamine. Tiny denominator. Preferred financing. Bitcoin accumulation. Premium equity issuance. CEBE expansion. A compounding treasury loop. The bear case is that dilution kills the common. The bull case is that accretive dilution plus preferred financing creates a Bitcoin-per-share machine that eats capital markets and leaves behind a pile of traumatized short sellers asking why their model still says “book value.” ASST to $700? If the machine works, yes. If Bitcoin does 25% CAGR, absolutely possible. If SATA scales and common gets issued above NAV, the goblin gets fed. And once the goblin gets fed, the spreadsheet starts looking like it was written by Saylor, Dylan LeClair, and a sleep-deprived Austrian economist locked inside a treasury dashboard with three Celsius energy drinks. This is not financial advice. This is FINANCIAL ENTERTAINMENT:

Adam Livingston

66,707 просмотров • 4 месяцев назад

$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🖖

130,773 просмотров • 3 месяцев назад

$BTC UPDATE My long on #BTC is closed My plan has changed: 1. First long zone – $64,700 (DONE) 2. Second long zone – $62,500/$61,200 (DONE) 3. There is a Head and Shoulders pattern on the 1D chart (DONE) 4. First target – $68,500/$69,400 (DONE) 5. Second target – $72K (DONE) 6. Third target – $76K (SEE EXPLANATION BELOW) 7. After that, I expect the final drop to begin in August/September. Bitcoin reached my targets within two days - this shows the strength of the market at the moment. Therefore, I’m considering the possibility of a new target. As I mentioned before, once $BTC reaches our targets, we should see an altcoin rally - and it has already started. As I said earlier, buying spot through DCA is not a bad idea. My $ETH long is still open, while my $BTC long was closed at $69K. To open a short, I need to see bearish structure first. I’m not going to try to catch a knife, so I haven’t opened a short yet. If anything changes, I’ll let you know! DYOR. REMINDER: I warned about the BTC bull trap at $82K, the summer drop, and the SPACE X decline before they even happened. MY NEXT CALL WILL BE THE BIGGEST ONE OF THIS CYCLE. TURN ON NOTIFICATIONS. MOST PEOPLE WILL FOLLOW ME TOO LATE.
0:19

$BTC UPDATE My long on #BTC is closed My plan has changed: 1. First long zone – $64,700 (DONE) 2. Second long zone – $62,500/$61,200 (DONE) 3. There is a Head and Shoulders pattern on the 1D chart (DONE) 4. First target – $68,500/$69,400 (DONE) 5. Second target – $72K (DONE) 6. Third target – $76K (SEE EXPLANATION BELOW) 7. After that, I expect the final drop to begin in August/September. Bitcoin reached my targets within two days - this shows the strength of the market at the moment. Therefore, I’m considering the possibility of a new target. As I mentioned before, once $BTC reaches our targets, we should see an altcoin rally - and it has already started. As I said earlier, buying spot through DCA is not a bad idea. My $ETH long is still open, while my $BTC long was closed at $69K. To open a short, I need to see bearish structure first. I’m not going to try to catch a knife, so I haven’t opened a short yet. If anything changes, I’ll let you know! DYOR. REMINDER: I warned about the BTC bull trap at $82K, the summer drop, and the SPACE X decline before they even happened. MY NEXT CALL WILL BE THE BIGGEST ONE OF THIS CYCLE. TURN ON NOTIFICATIONS. MOST PEOPLE WILL FOLLOW ME TOO LATE.

Tony Research

369,848 просмотров • 1 месяц назад

NORWAY IS GOING TO BAN BITCOIN MINING WITHOUT PUBLIC CONSULTATIONS - WE NEED TO ACT NOW Norway's Ministry of Digitalisation and Public Administration responded to Open Dialogue Foundation / Fundacja Otwarty Dialog that it "has no plans to conduct a public consultation" on a ban on cryptocurrency mining. There is no doubt that the ban designed to target #Bitcoin mining. Unfortunately, that's a stance of the Stortinget and the Norwegian government. 🔴 Why we should protect our #freedomtech Bitcoin in #Norway NOW: (1) Norway is fully integrated in the European Single Market throught the European Economic Area (EEA) and Schengen Agreement. It means Norway can provide its legilsative approach as an input for new legislation for the EU/EEA both: - during the preparatory phase, when the European Commission is developing proposals; - during work of expert groups and committees of the European Commission; - submitting proposals and comments to European Free Trade Association on upcoming legislation. (2) As a co-founder of the OECD ➡️ Better Policies for Better Lives , Norway sets an example of regulation worldwide and provides its legislative recommedations for global standards. (3) Norway has historically been a place to meet, share experiences and educate human rights defenders and bitcoiners from around the world. Norwegian goverment will present its investigation a ban on cryptocurrency mining by the end od 2024. 🔴 What we should do together to prevent Bitcoin mining ban: (1) Repost this post and join our #BTC Coalition to educate local communities and media about social benefits of Bitcoin mining in Norway and worldwide; (2) Help us pool resources and best practices to convince Norwegian politicians and media to explore the social benefits of Bitcoin to prevent this repressive regulation; (3) If you are a Norwegian citizen: write a letter to your legislator and government asking for public consultation and providing arguments about the social benefits of Bitcoin mining for Norway. 🧡
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NORWAY IS GOING TO BAN BITCOIN MINING WITHOUT PUBLIC CONSULTATIONS - WE NEED TO ACT NOW Norway's Ministry of Digitalisation and Public Administration responded to Open Dialogue Foundation / Fundacja Otwarty Dialog that it "has no plans to conduct a public consultation" on a ban on cryptocurrency mining. There is no doubt that the ban designed to target #Bitcoin mining. Unfortunately, that's a stance of the Stortinget and the Norwegian government. 🔴 Why we should protect our #freedomtech Bitcoin in #Norway NOW: (1) Norway is fully integrated in the European Single Market throught the European Economic Area (EEA) and Schengen Agreement. It means Norway can provide its legilsative approach as an input for new legislation for the EU/EEA both: - during the preparatory phase, when the European Commission is developing proposals; - during work of expert groups and committees of the European Commission; - submitting proposals and comments to European Free Trade Association on upcoming legislation. (2) As a co-founder of the OECD ➡️ Better Policies for Better Lives , Norway sets an example of regulation worldwide and provides its legislative recommedations for global standards. (3) Norway has historically been a place to meet, share experiences and educate human rights defenders and bitcoiners from around the world. Norwegian goverment will present its investigation a ban on cryptocurrency mining by the end od 2024. 🔴 What we should do together to prevent Bitcoin mining ban: (1) Repost this post and join our #BTC Coalition to educate local communities and media about social benefits of Bitcoin mining in Norway and worldwide; (2) Help us pool resources and best practices to convince Norwegian politicians and media to explore the social benefits of Bitcoin to prevent this repressive regulation; (3) If you are a Norwegian citizen: write a letter to your legislator and government asking for public consultation and providing arguments about the social benefits of Bitcoin mining for Norway. 🧡

Lyudmyla Kozlovska 🇪🇺🇺🇦

53,090 просмотров • 2 лет назад

32 coins. $2.5 million. 0.0038% of the stack. That is the sale the market is now blaming for a $3 billion liquidation cascade and a Bitcoin price nearly halved from its peak. A $2.5 million sale cannot move a trillion-dollar asset. It is a rounding error. In the same week, Strategy raised $128.3 million selling its own stock, 50 times larger. It did not need to sell coins. It chose to. The crash has real drivers: a record 13-day run of ETF outflows, a rotation into AI, a Fed in no hurry to cut. But the accelerant the market keeps naming is 32 coins. The coins were never the point. The signal was. And the signal was deliberate. Michael Saylor told the Q1 call he would “probably sell some bitcoin to pay a dividend just to inoculate the market and send the message that we did it.” His logic was sound: prove the Bitcoin is usable capital, not a vault that can never be opened, and show he is not a prisoner of his own vow. His “never sell” always meant be a net accumulator. He is up more than 170,000 coins this year against the 32 he sold, and he scores himself on one number, Bitcoin per share. By that math, defending the dividend with a sliver was discipline, not distress. The market read it as the opposite. The dose became the catalyst now blamed for the crash. The inoculation became the infection. Because what changed was never Strategy’s solvency. It was its identity. The market has stopped pricing a permanent holder and started pricing what the filings always described: a state-contingent allocator now funding its own preferred dividends, at the margin, from the Bitcoin beneath them. And the buffer is thinning. The cash reserve behind those dividends has fallen from $2.25 billion to $900 million. Against a preferred bill near $1.7 billion a year, that is roughly 6 months of runway. Be precise. This is not a death spiral. Strategy still holds 843,706 Bitcoin, worth more than $50 billion even now, and has more funding levers than almost any company alive. A real rally makes this a footnote, and the sell-side calling the reaction overdone is not wrong on the fundamentals. But the regime has changed. The question is no longer Bitcoin’s price on any given day. It is the cadence of the dividend declarations and the path of that reserve. Bitcoin did not acquire a yield. The wrapper acquired liabilities. This week the market learned that difference costs far more than 32 coins.
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32 coins. $2.5 million. 0.0038% of the stack. That is the sale the market is now blaming for a $3 billion liquidation cascade and a Bitcoin price nearly halved from its peak. A $2.5 million sale cannot move a trillion-dollar asset. It is a rounding error. In the same week, Strategy raised $128.3 million selling its own stock, 50 times larger. It did not need to sell coins. It chose to. The crash has real drivers: a record 13-day run of ETF outflows, a rotation into AI, a Fed in no hurry to cut. But the accelerant the market keeps naming is 32 coins. The coins were never the point. The signal was. And the signal was deliberate. Michael Saylor told the Q1 call he would “probably sell some bitcoin to pay a dividend just to inoculate the market and send the message that we did it.” His logic was sound: prove the Bitcoin is usable capital, not a vault that can never be opened, and show he is not a prisoner of his own vow. His “never sell” always meant be a net accumulator. He is up more than 170,000 coins this year against the 32 he sold, and he scores himself on one number, Bitcoin per share. By that math, defending the dividend with a sliver was discipline, not distress. The market read it as the opposite. The dose became the catalyst now blamed for the crash. The inoculation became the infection. Because what changed was never Strategy’s solvency. It was its identity. The market has stopped pricing a permanent holder and started pricing what the filings always described: a state-contingent allocator now funding its own preferred dividends, at the margin, from the Bitcoin beneath them. And the buffer is thinning. The cash reserve behind those dividends has fallen from $2.25 billion to $900 million. Against a preferred bill near $1.7 billion a year, that is roughly 6 months of runway. Be precise. This is not a death spiral. Strategy still holds 843,706 Bitcoin, worth more than $50 billion even now, and has more funding levers than almost any company alive. A real rally makes this a footnote, and the sell-side calling the reaction overdone is not wrong on the fundamentals. But the regime has changed. The question is no longer Bitcoin’s price on any given day. It is the cadence of the dividend declarations and the path of that reserve. Bitcoin did not acquire a yield. The wrapper acquired liabilities. This week the market learned that difference costs far more than 32 coins.

Shanaka Anslem Perera ⚡

165,572 просмотров • 3 месяцев назад