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Warren Buffett explains why he prefers productive assets over Bitcoin. He says he would gladly pay billions for a small share of U.S. farmland or apartments because they produce real value like food and housing. But even if he could buy all the Bitcoin in the world, he wouldn't...

27,526 görüntüleme • 5 ay önce •via X (Twitter)

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LUKE GROMEN SAYS NO ONE HAS ACCURATELY DESCRIBED HIS NEAR-TERM BEARISH STANCE ON BITCOIN So here it is, line by line: • Gromen says he sold most, but not all, of his Bitcoin. • He argues most people misunderstand why he is bearish. • He says his thesis that Bitcoin is the last functioning smoke alarm of global liquidity has been proven right. • What was proven wrong, for now, is Bitcoin as a neutral reserve asset in deflation. • In deflation, Bitcoin trades like a high beta tech stock. • In other words, Bitcoin behaves like equity, not cash or gold. • The global economy is extremely leveraged. • In any leveraged system, deflation hits the equity tranche first. • Bitcoin, in Gromen’s framework, is the equity tranche. • AI and robotics are enforcing accelerating, exponential deflation. • Productivity gains overwhelm anything short of extreme money printing. • Without “nuclear printing,” deflation dominates. • When deflation dominates, equity prices fall. • Because Bitcoin trades like equity, Bitcoin falls. • Gromen does not think nuclear printing is coming soon. • He thinks sentiment on Bitcoin remains extremely bullish because of all the hate he has gotten for selling. • Long term, he is still bullish on Bitcoin. • He still expects deflation to eventually force the 'nuclear printing'. • His mistake was timing the policy response too early. • Until that response arrives, he believes Bitcoin is vulnerable.

Bitcoin News

201,601 görüntüleme • 6 ay önce

🎙️Architecting the Monetary Endgame Ep. 97 with allen farrington My guest today is Allen Farrington, writer, investor, and co-founder of Axiom, a Bitcoin-focused venture capital firm backing companies that use Bitcoin as real infrastructure rather than speculation. Allen co-authored “Bitcoin is Venice” and “Only the Strong Survive” and draws on a background in math, philosophy, Austrian economics, and long-term equity investing to explain why Bitcoin is both a technological breakthrough and a venture opportunity hiding in plain sight. In this episode, he shares why he believes the most valuable startups will use Bitcoin as invisible plumbing for payments, energy, and financial services rather than marketing themselves as “Bitcoin companies.” We explore why current stablecoin systems break under real demand, how Lightning and Taproot Assets enable issuer competition and scalable payments, and why the long arc ends with e-cash and Bitcoin-native money. Allen frames Axiom’s edge as “temporal arbitrage”: investing early where technical understanding and adoption are low, anticipating that in a decade the market will recognize the value created by Bitcoin-based infrastructure. ► If you got value, please like, comment, share, follow and support my work. Thank you! 00:00 - Coming Up 01:12 - Introduction to Allen 03:20 - Discovering Bitcoin & Career Trajectory 12:03 - Ad Break - Trezor & BitVault 15:22 - Investment Philosophy & Lightning as Inspiration 17:52 - Company and Investment Selection for Axiom VC 30:12 - Stablecoins & Regulations 37:32 - Why Most Stablecoin Systems Fail At Scale? 44:50 - The Importance of Stablecoin Issuers 51:16 - Stablecoins on Lightning & Taproot Assets: A New Approach 1:01:23 - The Future of Digital Money: E-Cash 1:05:47 - Steps to Migrate From Fiat To Bitcoin 1:10:28 - Companies to Watch in the Bitcoin & Lightning Space 1:16:43 - Allen Loves What He Does & Why He Does It >>

Efrat Fenigson

75,862 görüntüleme • 9 ay önce

These big players loaded up heavy on $Bitcoin using leverage. Cheap debt and aggressive bets. Now the music is slowing. Private credit markets, the shadow banking monster that's been fueling everything, are showing massive stress. Over-leveraged positions, hidden risks, interconnected debt that no one fully understands until it cracks. We've seen this movie before. When the squeeze hits, they sell what they have to stay alive. Not because they lost faith, but because the system they play in is forcing their hand. This ties straight into the broader debt markets that are in deep trouble. Bitcoin has always moved in cycles with these debt waves. Right now, we're staring at the downside of that cycle. Here's the perspective shift most Bitcoin maxis refuse to accept: Bitcoin functions as one of the most effective wealth transfer tools in modern history. The playbook is always the same: 1. They pump it with narratives, institutions, and hype. 2. Retail FOMO floods in and drives it parabolic. 3. Then the smart money shorts, takes profits, and rotates quietly into real assets, real estate, physical gold, silver, commodities, and even other digital assets. We've watched it happen in real time. Take Mark Moss, loud Bitcoin "educator", massive maxi, yet also an angel investor for Ripple. He plays both sides of the board, like most in this ecosystem. Publicly it's "Bitcoin to the moon." Privately? Rotate where the real value is moving. Look here, don't look over there.

Versan Aljarrah - Black Swan Capitalist

13,653 görüntüleme • 1 ay önce