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THIS IS HUGE FOR BITCOIN Someone just bought a $4.2 million home using Bitcoin as collateral... without selling any Bitcoin. And it was backed by Fannie Mae. While the timeline obsesses over short-term price action, Bitcoin is quietly moving from “store of value” into real collateral inside the $50... show more

Marc ₿

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350,358 Aufrufe • vor 1 Monat •via X (Twitter)

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This was all streamed from Bitcoin using Ordinals. The 3D world supports real-time multiplayer interactions, and decentralized land ownership. All this is on-chain on Bitcoin, and as immutable and secure as Bitcoin itself. The weather in the world reacts to Bitcoin fees, clouds are linked to transaction volume, and time in the world is determined by block height. Makes sense for a Bitcoin world. Real-time multiplayer interactions is one of the newest features. This is particularly difficult to do because Bitcoin block times are ~10 minutes. Bitcoin has been around for 17 years, and we're now seeing fascinating new things being built on top of it.

This was all streamed from Bitcoin using Ordinals. The 3D world supports real-time multiplayer interactions, and decentralized land ownership. All this is on-chain on Bitcoin, and as immutable and secure as Bitcoin itself. The weather in the world reacts to Bitcoin fees, clouds are linked to transaction volume, and time in the world is determined by block height. Makes sense for a Bitcoin world. Real-time multiplayer interactions is one of the newest features. This is particularly difficult to do because Bitcoin block times are ~10 minutes. Bitcoin has been around for 17 years, and we're now seeing fascinating new things being built on top of it.

danny huuep

103,069 Aufrufe • vor 3 Monaten

ERIC TRUMP: “JPMORGAN WAS CRAPPING ALL OVER BITCOIN - NOW THEY’RE SWIMMING WITH THE TIDE.” JPMorgan is now accepting $BTC related assets as collateral for mortgages and lending products. The world’s biggest bank keeps moving deeper into crypto.

ERIC TRUMP: “JPMORGAN WAS CRAPPING ALL OVER BITCOIN - NOW THEY’RE SWIMMING WITH THE TIDE.” JPMorgan is now accepting $BTC related assets as collateral for mortgages and lending products. The world’s biggest bank keeps moving deeper into crypto.

CryptosRus

21,429 Aufrufe • vor 2 Monaten

🚨 MICHAEL SAYLOR JUST GAVE HIS BITCOIN PRICE TARGET FOR END OF YEAR: "Our expectation right now is end of the year. It should be about $150,000." Bitcoin is currently trading around $59k That is a +150% move from here by December. Saylor holds over 850K Bitcoin on Strategy's balance sheet. He is not a disinterested observer. But he has also been more right than wrong on Bitcoin price direction for MANY years.

🚨 MICHAEL SAYLOR JUST GAVE HIS BITCOIN PRICE TARGET FOR END OF YEAR: "Our expectation right now is end of the year. It should be about $150,000." Bitcoin is currently trading around $59k That is a +150% move from here by December. Saylor holds over 850K Bitcoin on Strategy's balance sheet. He is not a disinterested observer. But he has also been more right than wrong on Bitcoin price direction for MANY years.

WOLF Bitcoin

28,976 Aufrufe • vor 1 Monat

🇺🇸 RICH DAD POOR DAD AUTHOR ROBERT KIYOSAKI ROTATED INTO BITCOIN About 11 months ago, Kiyosaki increased his Bitcoin exposure by trading long-held silver for $BTC. He still holds gold and silver ; but the signal is clear: Bitcoin is absorbing value from traditional hard assets as fiat continues to weaken. Finite supply. Real money. Bitcoin keeps winning. 🚀

🇺🇸 RICH DAD POOR DAD AUTHOR ROBERT KIYOSAKI ROTATED INTO BITCOIN About 11 months ago, Kiyosaki increased his Bitcoin exposure by trading long-held silver for $BTC. He still holds gold and silver ; but the signal is clear: Bitcoin is absorbing value from traditional hard assets as fiat continues to weaken. Finite supply. Real money. Bitcoin keeps winning. 🚀

CryptosRus

82,073 Aufrufe • vor 6 Monaten

The main reason people are losing their minds over Michael Saylor is simple: Bitcoin is in a bear market, and everyone wants someone to blame. Even in 2020, he acknowledged that selling can make sense for something essential or deeply meaningful. $MSTR also sold Bitcoin for tax-loss harvesting in 2022. His point was never that no satoshi could ever be sold under any circumstances. It was that selling Bitcoin just to hold another financial asset is stupid. Every downturn needs a scapegoat.

The main reason people are losing their minds over Michael Saylor is simple: Bitcoin is in a bear market, and everyone wants someone to blame. Even in 2020, he acknowledged that selling can make sense for something essential or deeply meaningful. $MSTR also sold Bitcoin for tax-loss harvesting in 2022. His point was never that no satoshi could ever be sold under any circumstances. It was that selling Bitcoin just to hold another financial asset is stupid. Every downturn needs a scapegoat.

Alex 👽

10,443 Aufrufe • vor 1 Monat

🚨 BITCOIN JUST TOUCHED THE ONE LEVEL THAT HAS ENDED EVERY BEAR MARKET. It is not a moving average. It is the cost to produce a Bitcoin. Right now that sits near $64,000. Every time price falls to this line, it bounces. The reason is simple. Miners stop selling below their own cost. Supply dries up exactly where price is now. That is how the floor forms. We are standing on it.

🚨 BITCOIN JUST TOUCHED THE ONE LEVEL THAT HAS ENDED EVERY BEAR MARKET. It is not a moving average. It is the cost to produce a Bitcoin. Right now that sits near $64,000. Every time price falls to this line, it bounces. The reason is simple. Miners stop selling below their own cost. Supply dries up exactly where price is now. That is how the floor forms. We are standing on it.

Mister Crypto

15,871 Aufrufe • vor 1 Monat

🔥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.

🔥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

61,557 Aufrufe • vor 3 Monaten

Sold 32 coins. Bought 1,550. 48 times more, at a 15% discount, into the crash the market blamed on the sale. Strategy disclosed today that while everyone panicked over its $2.5 million Bitcoin sale, it was quietly buying the dip that panic created. 1,550 Bitcoin for $101 million, at $65,332 a coin, far below the $77,135 it sold for and below its own cost basis. The bears called the sale the first crack, a forced liquidation, the start of the death spiral. The answer was a buy 48 times the size of the sale that scared them. This is the machine we described: a state-contingent allocator. Above its funding line, it turns market access into Bitcoin. The sale was the exception. The buy is the rule. It also closed the question the sale opened. The cash reserve behind the preferred dividends had thinned to $900 million, about six months of cover. He rebuilt it to $1 billion in the same week. But watch how, because that is the real story. He funded none of it with coins. He funded it with $181 million of freshly issued stock, then spent it on Bitcoin and the reserve. The coins were never the funding source. The equity is. That is the flywheel working exactly as built, and the cost of it surfacing at the same time. Every turn now runs on issuing shares, and the premium that once made each share buy more Bitcoin than it diluted has compressed hard. He bought low. He sold his own stock low to do it. So the question quietly turns. It was never whether Saylor sells his Bitcoin. He just proved again that he buys far more than he sells. It is what each turn of the engine now costs in dilution, and how long the market keeps paying a premium worth that cost. He bought the dip. The dip was partly his own making. And he paid for it in equity, not coins.

Sold 32 coins. Bought 1,550. 48 times more, at a 15% discount, into the crash the market blamed on the sale. Strategy disclosed today that while everyone panicked over its $2.5 million Bitcoin sale, it was quietly buying the dip that panic created. 1,550 Bitcoin for $101 million, at $65,332 a coin, far below the $77,135 it sold for and below its own cost basis. The bears called the sale the first crack, a forced liquidation, the start of the death spiral. The answer was a buy 48 times the size of the sale that scared them. This is the machine we described: a state-contingent allocator. Above its funding line, it turns market access into Bitcoin. The sale was the exception. The buy is the rule. It also closed the question the sale opened. The cash reserve behind the preferred dividends had thinned to $900 million, about six months of cover. He rebuilt it to $1 billion in the same week. But watch how, because that is the real story. He funded none of it with coins. He funded it with $181 million of freshly issued stock, then spent it on Bitcoin and the reserve. The coins were never the funding source. The equity is. That is the flywheel working exactly as built, and the cost of it surfacing at the same time. Every turn now runs on issuing shares, and the premium that once made each share buy more Bitcoin than it diluted has compressed hard. He bought low. He sold his own stock low to do it. So the question quietly turns. It was never whether Saylor sells his Bitcoin. He just proved again that he buys far more than he sells. It is what each turn of the engine now costs in dilution, and how long the market keeps paying a premium worth that cost. He bought the dip. The dip was partly his own making. And he paid for it in equity, not coins.

Shanaka Anslem Perera ⚡

142,444 Aufrufe • vor 1 Monat

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.

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 Aufrufe • vor 1 Monat

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

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

Zest Protocol

17,236 Aufrufe • vor 2 Tagen

The current short term price swing came a bit earlier than I expected, but it was right on cue. Funny how quickly people forget how volatile crypto is, lol. It's normal price action. 📽️ Clip from earlier today Full Video -> #Bitcoin #BTC $BTC

The current short term price swing came a bit earlier than I expected, but it was right on cue. Funny how quickly people forget how volatile crypto is, lol. It's normal price action. 📽️ Clip from earlier today Full Video -> #Bitcoin #BTC $BTC

Kevin Svenson

25,635 Aufrufe • vor 1 Jahr

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

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

Asaf · Satoshi Signal ⚡ @SatoshiSignal

22,503 Aufrufe • vor 4 Monaten

Get Ready for Satoshi Perpetual Exchange 📈 1/2 We’ve acquired NLX ☢️ Trade with 50x, a Bitcoin-backed Perpetuals Exchange on Core DAO 🔶 , and it’s now becoming Satoshi Perpetual Exchange (Satoshi Perps)! 💥 What’s Next? - Beta launch this month. - Trade anything with 250X leverage using Bitcoin or Bitcoin derivatives. - Earn rewards in Bitcoin as a liquidity provider. This is just the first step in our mission to drive mass adoption of Web3. Stay tuned! 📚 For Details:

Get Ready for Satoshi Perpetual Exchange 📈 1/2 We’ve acquired NLX ☢️ Trade with 50x, a Bitcoin-backed Perpetuals Exchange on Core DAO 🔶 , and it’s now becoming Satoshi Perpetual Exchange (Satoshi Perps)! 💥 What’s Next? - Beta launch this month. - Trade anything with 250X leverage using Bitcoin or Bitcoin derivatives. - Earn rewards in Bitcoin as a liquidity provider. This is just the first step in our mission to drive mass adoption of Web3. Stay tuned! 📚 For Details:

Satoshi App

49,610 Aufrufe • vor 1 Jahr

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

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

Alex Mason 👁△

43,926 Aufrufe • vor 14 Tagen

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

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

Router Protocol

84,347 Aufrufe • vor 1 Jahr

🚨 BREAKING: BINANCE, COINBASE AND BYBIT JUST STARTED BUYING $BTC RIGHT AFTER THE US-IRAN DEAL ANNOUNCEMENT THEY ARE BUYING MILLIONS OF BITCOIN EVERY FEW MINUTES AND PUMPED PRICE TO $65,666 THIS IS EXTREMELY BULLISH FOR THE MARKET!!

🚨 BREAKING: BINANCE, COINBASE AND BYBIT JUST STARTED BUYING $BTC RIGHT AFTER THE US-IRAN DEAL ANNOUNCEMENT THEY ARE BUYING MILLIONS OF BITCOIN EVERY FEW MINUTES AND PUMPED PRICE TO $65,666 THIS IS EXTREMELY BULLISH FOR THE MARKET!!

ᴛʀᴀᴄᴇʀ

95,317 Aufrufe • vor 1 Monat

$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.

$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🖖

130,742 Aufrufe • vor 1 Monat

Want to know something MIND BLOWING? Warren Buffett bought $183 BILLION in T-Bills in Q3 2025. Michael Saylor bought 42,706 Bitcoin in Q3 2025. Those T-Bills will lose value at ~2% per year with 6% M2 money supply inflation. Even with we adjust the PURCHASING POWER DESTRUCTION of the US Dollar, and settle with a REAL 24% Bitcoin CAGR... This is the result of Saylor's Q3 Bitcoin buys vs. Buffett's Q3 T-Bill buys. Buffett's net worth will be a footnote next to Saylor's.

Want to know something MIND BLOWING? Warren Buffett bought $183 BILLION in T-Bills in Q3 2025. Michael Saylor bought 42,706 Bitcoin in Q3 2025. Those T-Bills will lose value at ~2% per year with 6% M2 money supply inflation. Even with we adjust the PURCHASING POWER DESTRUCTION of the US Dollar, and settle with a REAL 24% Bitcoin CAGR... This is the result of Saylor's Q3 Bitcoin buys vs. Buffett's Q3 T-Bill buys. Buffett's net worth will be a footnote next to Saylor's.

Adam Livingston

1,130,755 Aufrufe • vor 8 Monaten

🚀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:

🚀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 Aufrufe • vor 2 Monaten

A bot made $669,264 in a month betting on Bitcoin Up or Down right now it's one of the most profitable bots on Polymarket It profits off panic buying/selling by crypto investors by basically acting as a market maker for the up/down markets Here's how its algorithm works: based on the last 10 trades it determines the fair value -> accumulates YES if the price is above fair value (otherwise accumulates NO) -> earns from the spread if you want alerts + copy trade his actions: Examples of its wins: - $60,941 on Bitcoin Up or Down - February 9, 9:00AM-9:15AM ET at 28 cents - $43,671 on Bitcoin Up or Down - January 19, 5AM ET at 36 cents - $38,793 on Bitcoin Up or Down - February 6, 3:30PM-3:45PM ET at 26 cents This bot is a clear proof that Bitcoin up or down markets are some of the best to trade, because they're simple and profitable In my recent article I also covered other best markets to trade on Polymarket 👇

A bot made $669,264 in a month betting on Bitcoin Up or Down right now it's one of the most profitable bots on Polymarket It profits off panic buying/selling by crypto investors by basically acting as a market maker for the up/down markets Here's how its algorithm works: based on the last 10 trades it determines the fair value -> accumulates YES if the price is above fair value (otherwise accumulates NO) -> earns from the spread if you want alerts + copy trade his actions: Examples of its wins: - $60,941 on Bitcoin Up or Down - February 9, 9:00AM-9:15AM ET at 28 cents - $43,671 on Bitcoin Up or Down - January 19, 5AM ET at 36 cents - $38,793 on Bitcoin Up or Down - February 6, 3:30PM-3:45PM ET at 26 cents This bot is a clear proof that Bitcoin up or down markets are some of the best to trade, because they're simple and profitable In my recent article I also covered other best markets to trade on Polymarket 👇

Paone

14,194 Aufrufe • vor 5 Monaten