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The Bitcoin Intelligence is About to Launch! We have something exciting to share. Next week, we are launching the ultimate Bitcoin analytics platform – Bitcoin Intelligence – which you have been asking for all along. It includes: 1- Bitcoin data & live charts with our models (Quantile Model, VPLI,...

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Sina 🗝️⚡ 21st Capitalvor 1 Jahr

Join the waitlist here:

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Sina 🗝️⚡ 21st Capitalvor 1 Jahr

Also in case you missed it here is my analysis of the reasons behind the financial markets’ weakness

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Stephan Liveravor 1 Jahr

Congrats, I signed up on the waitlist

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Sina 🗝️⚡ 21st Capitalvor 1 Jahr

Thank you, Stephan. It is fantastic to have you with us on the journey.

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Tim Brooksvor 1 Jahr

exciting! I've been waiting for this for sooooo long

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Sina 🗝️⚡ 21st Capitalvor 1 Jahr

finally!!!

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My2Satsvor 1 Jahr

Joined the list! Congratulations and excited for this

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Sina 🗝️⚡ 21st Capitalvor 1 Jahr

Great to have you 2Sats

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blk014vor 1 Jahr

free or commercial?

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Free with the option to upgrade

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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.
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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 11 Monaten

Michael Saylor's end game is to buy $3 trillion worth of #Bitcoin! 👀 Microstrategy could, CONSERVATIVELY, own approximately 16% of the total Bitcoin Supply or 3,439,002 Bitcoin!! For those that think this is a MOONBOI projection, listen to the video clip below, VERY CLOSELY, and you will hear him say that he plans on buying $3 trillion worth of Bitcoin 🤯 Even if Saylor buys $3 trillion worth of Bitcoin, at an average price of $1 million per coin, he would be able to buy 3,000,000 Bitcoin! Check my math! This would CONSERVATIVELY bring his total Bitcoin holdings to 3,444,262, or 16% of the total Bitcoin Supply!! Saylor could single handedly jack the price of Bitcoin to $1 million per coin and Samson Mow's Omega candle could be coming in 2025. What going to happen when Nation States, Google, Amazon, Facebook and billions of people complement Saylor's $3 trillion purchase? What is bigger than an omega candle? I asked GROK and it doesn't even know! 😂 I think we should name it the ♾️ candle. This would be representative of Wicked's Stock to Fomo model (see graphic below) and his post: Saylor has said he is going to double his $42 Billion Bitcoin investment at least 4 times and here is how this could lead to him acquiring more than 4 million Bitcoin in 2025: Q1 2025 - Raise $84 Billion to buy 700,000 Bitcoin at average price of $120k/Bitcoin. Q2 2025 - Raise $168 Billion to buy 988,235 Bitcoin at average price of $170k/Bitcoin Q3 2025 - Raise $336 Billion to buy 1,050,000 Bitcoin at average price of $320k/Bitcoin Q4 2025 - Raise $672 Billion to buy 1,680,000 Bitcoin at average price of $400k/Bitcoin In one year there is the possibility that he could REALISTICALLY buy 4,418,235 Bitcoin!! I say "realistically" because the demand for Saylor's $42 Billion equity raise was so great that he is going to be able to use it all up in 3-4 months instead of the projected 3 years!!🤯 This would bring their current Bitcoin holdings of 444,262 Bitcoin to 4,857,237!!!! Or 23% of all Bitcoin!! Calculations are based on our post below: We are closer to $1 million Bitcoin than you think. I believe we will get to this price sooner than Wicked 's projected date of 4/4/2030. I agree with Samson that we get to $1 million per coin by the end of 2025! Hold on to your hat, because we are about to experience exponential, LIFTOFF. To understand exponential growth, envision yourself holding two very powerful magnets. As you start to bring the two magnets together, it gets harder to hold them apart and all of a sudden, BAM, they clap together! This is what we are about to experience, a SUDDEN BAM, in the price of Bitcoin as adoption goes from <1% to 10% in a very short time frame. Now you may better understand why Saylor is frantically, but intelligently, trying to buy $42 Billion of Bitcoin. As an engineer he understands what exponential demand will cause to the price of a finite commodity. Saylor has been on record as saying that "he will be buying the top forever." Don't ever underestimate an astro/aeronautical MIT engineer.
0:36

Michael Saylor's end game is to buy $3 trillion worth of #Bitcoin! 👀 Microstrategy could, CONSERVATIVELY, own approximately 16% of the total Bitcoin Supply or 3,439,002 Bitcoin!! For those that think this is a MOONBOI projection, listen to the video clip below, VERY CLOSELY, and you will hear him say that he plans on buying $3 trillion worth of Bitcoin 🤯 Even if Saylor buys $3 trillion worth of Bitcoin, at an average price of $1 million per coin, he would be able to buy 3,000,000 Bitcoin! Check my math! This would CONSERVATIVELY bring his total Bitcoin holdings to 3,444,262, or 16% of the total Bitcoin Supply!! Saylor could single handedly jack the price of Bitcoin to $1 million per coin and Samson Mow's Omega candle could be coming in 2025. What going to happen when Nation States, Google, Amazon, Facebook and billions of people complement Saylor's $3 trillion purchase? What is bigger than an omega candle? I asked GROK and it doesn't even know! 😂 I think we should name it the ♾️ candle. This would be representative of Wicked's Stock to Fomo model (see graphic below) and his post: Saylor has said he is going to double his $42 Billion Bitcoin investment at least 4 times and here is how this could lead to him acquiring more than 4 million Bitcoin in 2025: Q1 2025 - Raise $84 Billion to buy 700,000 Bitcoin at average price of $120k/Bitcoin. Q2 2025 - Raise $168 Billion to buy 988,235 Bitcoin at average price of $170k/Bitcoin Q3 2025 - Raise $336 Billion to buy 1,050,000 Bitcoin at average price of $320k/Bitcoin Q4 2025 - Raise $672 Billion to buy 1,680,000 Bitcoin at average price of $400k/Bitcoin In one year there is the possibility that he could REALISTICALLY buy 4,418,235 Bitcoin!! I say "realistically" because the demand for Saylor's $42 Billion equity raise was so great that he is going to be able to use it all up in 3-4 months instead of the projected 3 years!!🤯 This would bring their current Bitcoin holdings of 444,262 Bitcoin to 4,857,237!!!! Or 23% of all Bitcoin!! Calculations are based on our post below: We are closer to $1 million Bitcoin than you think. I believe we will get to this price sooner than Wicked 's projected date of 4/4/2030. I agree with Samson that we get to $1 million per coin by the end of 2025! Hold on to your hat, because we are about to experience exponential, LIFTOFF. To understand exponential growth, envision yourself holding two very powerful magnets. As you start to bring the two magnets together, it gets harder to hold them apart and all of a sudden, BAM, they clap together! This is what we are about to experience, a SUDDEN BAM, in the price of Bitcoin as adoption goes from <1% to 10% in a very short time frame. Now you may better understand why Saylor is frantically, but intelligently, trying to buy $42 Billion of Bitcoin. As an engineer he understands what exponential demand will cause to the price of a finite commodity. Saylor has been on record as saying that "he will be buying the top forever." Don't ever underestimate an astro/aeronautical MIT engineer.

Satoshi’s Journal

280,298 Aufrufe • vor 1 Jahr

We proudly present the Dutch trailer of our series on Prime Video to you all! We did it!👊🏼 After being followed for 3 years all over the world by Made in June she created a 4 episode series about our families all-in bitcoin move and our decentralized lifestyle. It feels awesome to be the first real bitcoin family that is being featured in a series on the biggest international streaming platform #amazonprime! Let’s bring #bitcoin to the masses!!! The All in the bitcoin family series will exclusively go live in the benelux on Prime Video NL on the 5th of april, Satoshi Nakamoto’s birthday , and yes very soon also international! Enjoy the trailer and let us know what you think about it. 👇🏼 Lot’s of Love Didi, Romaine, Joli, Juna, Jessa and Teddy ❤️ #allinthebitcoinfamily #family #nomadlife #worldschool #schooloflife #btc #crypto
1:00

We proudly present the Dutch trailer of our series on Prime Video to you all! We did it!👊🏼 After being followed for 3 years all over the world by Made in June she created a 4 episode series about our families all-in bitcoin move and our decentralized lifestyle. It feels awesome to be the first real bitcoin family that is being featured in a series on the biggest international streaming platform #amazonprime! Let’s bring #bitcoin to the masses!!! The All in the bitcoin family series will exclusively go live in the benelux on Prime Video NL on the 5th of april, Satoshi Nakamoto’s birthday , and yes very soon also international! Enjoy the trailer and let us know what you think about it. 👇🏼 Lot’s of Love Didi, Romaine, Joli, Juna, Jessa and Teddy ❤️ #allinthebitcoinfamily #family #nomadlife #worldschool #schooloflife #btc #crypto

₿ Didi Taihuttu ₿ ALLIN💥

468,706 Aufrufe • vor 2 Jahren

I am one of the leading defenders of Bitcoin and cryptocurrency in the U.S. Senate. I want Texas to be an oasis for Bitcoin, and we are seeing many companies come to Texas to create new jobs in the cryptocurrency industry.
1:33

I am one of the leading defenders of Bitcoin and cryptocurrency in the U.S. Senate. I want Texas to be an oasis for Bitcoin, and we are seeing many companies come to Texas to create new jobs in the cryptocurrency industry.

Ted Cruz

82,405 Aufrufe • vor 1 Jahr

Knowledge is power. I applaud Luke Gromen for being one of the first and only analysts to connect China’s leverage in rare earth elements to global geopolitics and macroeconomics - his forecasts of what’s coming have been spot-on. We are so lucky to have him in Bitcoin and his FFTT newsletter is a must-read. If you want to better understand the REE situation watch our full interview, linked in thread. And then go buy some more Bitcoin.
8:23

Knowledge is power. I applaud Luke Gromen for being one of the first and only analysts to connect China’s leverage in rare earth elements to global geopolitics and macroeconomics - his forecasts of what’s coming have been spot-on. We are so lucky to have him in Bitcoin and his FFTT newsletter is a must-read. If you want to better understand the REE situation watch our full interview, linked in thread. And then go buy some more Bitcoin.

Natalie Brunell ⚡️

193,423 Aufrufe • vor 10 Monaten

For 10 years I was looking for the next Bitcoin And then I realized... The next Bitcoin isn’t going to be a Currency or a Blockchain. It’s going to be an Idea. An Idea so big it conquers the consciousness of the entire world. I finally found the next Bitcoin:
5:10

For 10 years I was looking for the next Bitcoin And then I realized... The next Bitcoin isn’t going to be a Currency or a Blockchain. It’s going to be an Idea. An Idea so big it conquers the consciousness of the entire world. I finally found the next Bitcoin:

Murad 💹🧲

141,536 Aufrufe • vor 3 Monaten

Ray Dalio about Bitcoin: "I have a small percentage of Bitcoin I've had forever, like 1% of my portfolio. I've said the same thing over and over again about Bitcoin. I think the problem of Bitcoin is it's not going to be a reserve currency for major countries because it can be tracked and it could be conceivably with quantum computing controlled, hacked, and so on and so forth."
0:25

Ray Dalio about Bitcoin: "I have a small percentage of Bitcoin I've had forever, like 1% of my portfolio. I've said the same thing over and over again about Bitcoin. I think the problem of Bitcoin is it's not going to be a reserve currency for major countries because it can be tracked and it could be conceivably with quantum computing controlled, hacked, and so on and so forth."

*Walter Bloomberg

1,958,892 Aufrufe • vor 9 Monaten

🇺🇸 SENATOR TED CRUZ: We are going to unleash crypto. I am proud to stand with Bitcoin. I am the only member of the U.S. Senate who is a Bitcoin miner, and I am proud to say that Texas is an oasis for Bitcoin.
0:37

🇺🇸 SENATOR TED CRUZ: We are going to unleash crypto. I am proud to stand with Bitcoin. I am the only member of the U.S. Senate who is a Bitcoin miner, and I am proud to say that Texas is an oasis for Bitcoin.

Bitcoin Archive

219,781 Aufrufe • vor 1 Jahr

Merged mining, chain locks, zk based data availability and sidechains. For the 9th episode of our Bitcoin and Beyond presentation series, we had the pleasure to chat with jagdeep sidhu of ROLLUX to about scaling Bitcoin. We discuss the extension of Bitcoin’s security through merge mining, chain locks for finality, long-range attacks on consensus, liquidity bridging, and the key differences in optimistic and zk-rollups in Bitcoin. Jag has a very unique perspective on scaling Bitcoin and is very ethos aligned with the core Bitcoin community. Watch today’s video to uncover what’s really happening behind the scenes in Bitcoin scaling: 00:00 Introduction 03:30 The Bitcoin Superchain 04:39 Rollux Stack 22:46 Layer 0 for Bitcoin 27:10 Why Rollux Needs Syscoin 37:36 Blockchain as Islands 59:48 Conclusions on Scaling Bitcoin
1:04:08

Merged mining, chain locks, zk based data availability and sidechains. For the 9th episode of our Bitcoin and Beyond presentation series, we had the pleasure to chat with jagdeep sidhu of ROLLUX to about scaling Bitcoin. We discuss the extension of Bitcoin’s security through merge mining, chain locks for finality, long-range attacks on consensus, liquidity bridging, and the key differences in optimistic and zk-rollups in Bitcoin. Jag has a very unique perspective on scaling Bitcoin and is very ethos aligned with the core Bitcoin community. Watch today’s video to uncover what’s really happening behind the scenes in Bitcoin scaling: 00:00 Introduction 03:30 The Bitcoin Superchain 04:39 Rollux Stack 22:46 Layer 0 for Bitcoin 27:10 Why Rollux Needs Syscoin 37:36 Blockchain as Islands 59:48 Conclusions on Scaling Bitcoin

The Rollup

45,679 Aufrufe • vor 2 Jahren

THANK GOD IT'S FRIDAY!!! Been working like a dog for a launch this week.. I'm trying to be compact here... bear with me: Let's wrap up the last 6 months. Since the first BTCHEL event last year, we have: • Upgraded the BTCHEL Hub from a temporary pop-up shop to a permanent and versatile physical space for local bitcoiners. You're welcome to check it out on Fridays when we have open doors and free entry! • Promoted Kaisu Hyvärinen, an experienced event producer as the company's COO and hired new talent; Rachel Geyer, the chairman of European Bitcoin Energy Association, to lead a new event we're launching. Welcome to our team, Rachel! • Raised a seed stage funding round of 100,000€ on a million-euro valuation for the company. We now have two prominent Finnish bitcoin mining companies on board around the year. Now, what's next for 2026? Today marks the 200-day countdown to this year's BTCHEL WEEK and thus we start to push the momentum for real. We launch a new, european wide bitcoin mining industry event similar to what they have in the US... it's about time we have our own in Europe. It's called the EUROPEAN MINING SUMMIT 2026 or EMS in short. EMS is the must-attend industry event for anyone with an interest in bitcoin mining in Europe. Miners, hardware manufacturers, hosts, pools, power plants and the whole energy sector. Our goal is to bring as much hashrate to Europe as possible. This has a tremendous impact for Europe's energy independence, abundance and decarbonisation. Now that we have our trademark industry event where we serve our corporate clients, we can now double down on HC cypherpunk and bitcoin pleb culture at BTCHEL2026. We are committed to staying true to the community ethos at the main event, so be prepared to see the most audacious and unapologetic bitcoin event in September. For BTCHEL, our vision is the actualization of the global Bitcoin Standard, and we are taking care of the Nordics by becoming the most influential Bitcoin media in our region. For that reason, we are sponsoring two other bitcoin conferences here this year: Bitcoin Copenhagen on March 21st and Bitcoin Symposium in Stockholm on April 24th. We want to show support to different initiatives accelerating the local bitcoin adoption in the Nordics with us. I know the market sentiment for bitcoin has not been the best lately, but I'm more bullish than ever. Bear with us through 2026 🧡
2:16

THANK GOD IT'S FRIDAY!!! Been working like a dog for a launch this week.. I'm trying to be compact here... bear with me: Let's wrap up the last 6 months. Since the first BTCHEL event last year, we have: • Upgraded the BTCHEL Hub from a temporary pop-up shop to a permanent and versatile physical space for local bitcoiners. You're welcome to check it out on Fridays when we have open doors and free entry! • Promoted Kaisu Hyvärinen, an experienced event producer as the company's COO and hired new talent; Rachel Geyer, the chairman of European Bitcoin Energy Association, to lead a new event we're launching. Welcome to our team, Rachel! • Raised a seed stage funding round of 100,000€ on a million-euro valuation for the company. We now have two prominent Finnish bitcoin mining companies on board around the year. Now, what's next for 2026? Today marks the 200-day countdown to this year's BTCHEL WEEK and thus we start to push the momentum for real. We launch a new, european wide bitcoin mining industry event similar to what they have in the US... it's about time we have our own in Europe. It's called the EUROPEAN MINING SUMMIT 2026 or EMS in short. EMS is the must-attend industry event for anyone with an interest in bitcoin mining in Europe. Miners, hardware manufacturers, hosts, pools, power plants and the whole energy sector. Our goal is to bring as much hashrate to Europe as possible. This has a tremendous impact for Europe's energy independence, abundance and decarbonisation. Now that we have our trademark industry event where we serve our corporate clients, we can now double down on HC cypherpunk and bitcoin pleb culture at BTCHEL2026. We are committed to staying true to the community ethos at the main event, so be prepared to see the most audacious and unapologetic bitcoin event in September. For BTCHEL, our vision is the actualization of the global Bitcoin Standard, and we are taking care of the Nordics by becoming the most influential Bitcoin media in our region. For that reason, we are sponsoring two other bitcoin conferences here this year: Bitcoin Copenhagen on March 21st and Bitcoin Symposium in Stockholm on April 24th. We want to show support to different initiatives accelerating the local bitcoin adoption in the Nordics with us. I know the market sentiment for bitcoin has not been the best lately, but I'm more bullish than ever. Bear with us through 2026 🧡

Remu ⚡️

19,931 Aufrufe • vor 5 Monaten

Most people think about Bitcoin treasury companies incorrectly Here is why I think they are good for Bitcoin & why they are misunderstood: 1) Treasury companies are capitalizing the Bitcoin industry for a century to come 2) They are future Bitcoin Banks 3) However, they are developing in the reverse order compared to everything else - monetization first and then later on core business activities -- Bitcoin has traditionally received $1 for every $100 in funds that Crypto took in - it has historically been challenging to raise money for Bitcoin focused businesses. My view is that Treasury companies are changing this, and while the first phase will simply be acquiring as much Bitcoin as possible - they will later need to ensure the value of Bitcoin grows and find ways to use BTC as capital in a larger marketplace. These firms will become the future Bitcoin Banks and also Bitcoin conglomerates. In this exact moment in time the best use of capital is simply buying Bitcoin. It's hard to meaningfully outperform BTC, and as such all these businesses will do for a while is acquire BTC. But eventually that shifts, and these firms will see more incentive to both grow and deploy Bitcoin. They then will provide capital which, among other things, supports Bitcoin businesses and projects. Many people struggle to contextualize the current "land rush" phase with what will come later. You need to take a longer view to understand these firms. The order of operations is also reversed here. Typically you build a business or technology and then as a final step monetize it via an IPO. With Bitcoin, stage 1 is looking more like direct monetization prior to creating value via products, etc. This is deeply counter intuitive to many people in traditional finance, and also to many Bitcoiners. However, because Bitcoin is primarily money at a base level it makes sense the developmental path it is taking differs significantly from other tech. The amount of time it will take for other investors to understand this presents an opportunity for those who see it sooner. More thoughts below 👇
7:48

Most people think about Bitcoin treasury companies incorrectly Here is why I think they are good for Bitcoin & why they are misunderstood: 1) Treasury companies are capitalizing the Bitcoin industry for a century to come 2) They are future Bitcoin Banks 3) However, they are developing in the reverse order compared to everything else - monetization first and then later on core business activities -- Bitcoin has traditionally received $1 for every $100 in funds that Crypto took in - it has historically been challenging to raise money for Bitcoin focused businesses. My view is that Treasury companies are changing this, and while the first phase will simply be acquiring as much Bitcoin as possible - they will later need to ensure the value of Bitcoin grows and find ways to use BTC as capital in a larger marketplace. These firms will become the future Bitcoin Banks and also Bitcoin conglomerates. In this exact moment in time the best use of capital is simply buying Bitcoin. It's hard to meaningfully outperform BTC, and as such all these businesses will do for a while is acquire BTC. But eventually that shifts, and these firms will see more incentive to both grow and deploy Bitcoin. They then will provide capital which, among other things, supports Bitcoin businesses and projects. Many people struggle to contextualize the current "land rush" phase with what will come later. You need to take a longer view to understand these firms. The order of operations is also reversed here. Typically you build a business or technology and then as a final step monetize it via an IPO. With Bitcoin, stage 1 is looking more like direct monetization prior to creating value via products, etc. This is deeply counter intuitive to many people in traditional finance, and also to many Bitcoiners. However, because Bitcoin is primarily money at a base level it makes sense the developmental path it is taking differs significantly from other tech. The amount of time it will take for other investors to understand this presents an opportunity for those who see it sooner. More thoughts below 👇

Steven Lubka ☀️

29,280 Aufrufe • vor 1 Jahr

Matthew Kratter of Bitcoin University gives one of the best talks on Bitcoin: "If self sovereign adoption took us from zero dollars a coin to sixty nine thousand dollars a coin, all of those flows from BlackRock and the Trumps and Saylor and everything has has only taken us a few ten thousand dollars higher than at this moment." "Instead of looking to the government or Saylor or BlackRock or someone else as our saviors, if you want the price of Bitcoin to go up, you just need to use it as money yourself. You need to because if Bitcoiners aren't going to use Bitcoin as money, I'm not sure who is." "Ask to pay in Bitcoin, ask to be paid to be paid in Bitcoin, because this is how real Bitcoin adoption works. You should be HODLing your sats, trying to get rid of US dollars, whatever your fiat currency is, because this is the money of pedophile rings and forever wars. Don't hold US dollars. And that's the that's the fastest way we get to higher Bitcoin prices is we need to destroy US dollar network effects. And we need to increase Bitcoin network effects. And the way you do that is every Bitcoiner runs a node, gets paid in Bitcoin and tries to buy as much as possible using using Bitcoin."
4:33

Matthew Kratter of Bitcoin University gives one of the best talks on Bitcoin: "If self sovereign adoption took us from zero dollars a coin to sixty nine thousand dollars a coin, all of those flows from BlackRock and the Trumps and Saylor and everything has has only taken us a few ten thousand dollars higher than at this moment." "Instead of looking to the government or Saylor or BlackRock or someone else as our saviors, if you want the price of Bitcoin to go up, you just need to use it as money yourself. You need to because if Bitcoiners aren't going to use Bitcoin as money, I'm not sure who is." "Ask to pay in Bitcoin, ask to be paid to be paid in Bitcoin, because this is how real Bitcoin adoption works. You should be HODLing your sats, trying to get rid of US dollars, whatever your fiat currency is, because this is the money of pedophile rings and forever wars. Don't hold US dollars. And that's the that's the fastest way we get to higher Bitcoin prices is we need to destroy US dollar network effects. And we need to increase Bitcoin network effects. And the way you do that is every Bitcoiner runs a node, gets paid in Bitcoin and tries to buy as much as possible using using Bitcoin."

Simply Bitcoin

58,954 Aufrufe • vor 2 Monaten