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WHY MOST PEOPLE WILL NEVER OWN MEANINGFUL BITCOIN Most people will never own meaningful Bitcoin for the same reason they can’t finish a book, hold eye contact, or say no to the “Would you like fries with that?” screen at McDonald’s. Because Bitcoin doesn’t just filter capital. It filters...

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Adam Livingston

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33,257 Aufrufe • vor 1 Jahr •via X (Twitter)

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Nick O’Neill says Bitcoin narrative is dead and has no real use case anymore that he can’t even explain why he still hold it "All the OG people who are supporters of these, have basically moved on to new tokens and new assets. So why the hell should you be holding Bitcoin?" "I own 5 Bitcoin only because my other friends says this thing is going to go up" "Why wouldn't you be owning AI stocks? Why wouldn't you be owning tech stocks? Why wouldn't you be owning the stocks of companies that are generating a profit versus Bitcoin where the technology sucks" "It’s probably going to get hacked by quantum in the next seven years because Bitcoiners can't get their act together"
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Nick O’Neill says Bitcoin narrative is dead and has no real use case anymore that he can’t even explain why he still hold it "All the OG people who are supporters of these, have basically moved on to new tokens and new assets. So why the hell should you be holding Bitcoin?" "I own 5 Bitcoin only because my other friends says this thing is going to go up" "Why wouldn't you be owning AI stocks? Why wouldn't you be owning tech stocks? Why wouldn't you be owning the stocks of companies that are generating a profit versus Bitcoin where the technology sucks" "It’s probably going to get hacked by quantum in the next seven years because Bitcoiners can't get their act together"

katsu

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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 👇
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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 👇

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.Charles d'Haussy, CEO of the dYdX Foundation, on Double Down: "Bitcoin is the most pristine asset you want as collateral. The most pristine one. If you bring a Bitcoin, people will take it, they know exactly how to price it. It's highly liquid. There is just trust in this asset." "Most of the trading venues are not on Bitcoin. So most of the time you will get a reflection of Bitcoin, or a wrapped version of it, and then you start to stack up risk." Native & Trustless Bitcoin collateral removes these risks. Watch the full conversation.
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.Charles d'Haussy, CEO of the dYdX Foundation, on Double Down: "Bitcoin is the most pristine asset you want as collateral. The most pristine one. If you bring a Bitcoin, people will take it, they know exactly how to price it. It's highly liquid. There is just trust in this asset." "Most of the trading venues are not on Bitcoin. So most of the time you will get a reflection of Bitcoin, or a wrapped version of it, and then you start to stack up risk." Native & Trustless Bitcoin collateral removes these risks. Watch the full conversation.

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🔥BITCOIN HAS NEVER BEEN STRONGER - THE ULTIMATE SPECULATIVE ATTACK IS HERE🔥 Bitcoin adoption will not arrive because a committee of credentialed fiat goblins held a tasteful symposium and decided that hard money is “innovative.” It will arrive because rational people eventually look at the monetary system, see governments issuing infinite paper claims against a collapsing pile of political promises, and ask the most dangerous question in finance: “What if I borrowed the thing they print and bought the thing they can’t print?” That is the speculative attack on fiat. In this video, I break down why Bitcoin is becoming the ultimate rational response to monetary decay. Savers want protection. CFOs want purchasing power. Speculators want upside. Lenders want collateral. Nations want neutral reserves. Nobody has to become a philosopher. Nobody has to read 900 pages of Austrian economics in a cabin while eating elk jerky. THE INCENTIVES DO THE WORK:
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🔥BITCOIN HAS NEVER BEEN STRONGER - THE ULTIMATE SPECULATIVE ATTACK IS HERE🔥 Bitcoin adoption will not arrive because a committee of credentialed fiat goblins held a tasteful symposium and decided that hard money is “innovative.” It will arrive because rational people eventually look at the monetary system, see governments issuing infinite paper claims against a collapsing pile of political promises, and ask the most dangerous question in finance: “What if I borrowed the thing they print and bought the thing they can’t print?” That is the speculative attack on fiat. In this video, I break down why Bitcoin is becoming the ultimate rational response to monetary decay. Savers want protection. CFOs want purchasing power. Speculators want upside. Lenders want collateral. Nations want neutral reserves. Nobody has to become a philosopher. Nobody has to read 900 pages of Austrian economics in a cabin while eating elk jerky. THE INCENTIVES DO THE WORK:

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JORDI VISSER: “There’s a reason why I decided not to work in the fiat world. There’s a reason why I spend my time with the Bitcoin community.” “The world doesn’t survive with companies and stocks. It survives with assets that don’t have a story that can be disrupted.” “Bitcoin is the best opportunity not because it’s the best asset but because it’s the one that doesn’t get destroyed by A.I.”
2:14

JORDI VISSER: “There’s a reason why I decided not to work in the fiat world. There’s a reason why I spend my time with the Bitcoin community.” “The world doesn’t survive with companies and stocks. It survives with assets that don’t have a story that can be disrupted.” “Bitcoin is the best opportunity not because it’s the best asset but because it’s the one that doesn’t get destroyed by A.I.”

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WE ARE IN THE WAR FOR BITCOIN The financial system is no longer collapsing quietly. It is screaming. And the funniest part is that the institutions causing the collapse want you to believe Bitcoin is the problem. Bitcoin is sitting there with perfect uptime like a cosmic scoreboard recording which civilizations pass the honesty test and which ones go straight into the abyss. Governments, banks, central planners, and rating agencies have entered the five stages of grief simultaneously. You will understand why they treat Bitcoin like an invasive species that wandered into their ecosystem and immediately started asking inconvenient questions like “Where did the money come from?” and “Why does your balance sheet look like paranormal activity?” This is a metaphysical war because it forces every participant to answer a simple question: Do you want a world governed by rules or a world governed by whoever panics the least? Either way, welcome to the metaphysical war for Bitcoin. Bring popcorn. And self-custody.
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WE ARE IN THE WAR FOR BITCOIN The financial system is no longer collapsing quietly. It is screaming. And the funniest part is that the institutions causing the collapse want you to believe Bitcoin is the problem. Bitcoin is sitting there with perfect uptime like a cosmic scoreboard recording which civilizations pass the honesty test and which ones go straight into the abyss. Governments, banks, central planners, and rating agencies have entered the five stages of grief simultaneously. You will understand why they treat Bitcoin like an invasive species that wandered into their ecosystem and immediately started asking inconvenient questions like “Where did the money come from?” and “Why does your balance sheet look like paranormal activity?” This is a metaphysical war because it forces every participant to answer a simple question: Do you want a world governed by rules or a world governed by whoever panics the least? Either way, welcome to the metaphysical war for Bitcoin. Bring popcorn. And self-custody.

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Adam Livingston

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“What I think SPX is, is a wake-up call. And I think for the normie, the average person, it literally is best described as being the next Bitcoin, because that's literally what it is. Bitcoin was a wake-up call to show people that value is subjective. And SPX is the next iteration of that. And once you get enough people to understand that the value of the dollar is subjective. It only has value because people believe in it. Bitcoin only has value because people believe in it. SPX has value because people believe in it. And the next step is Well, it's not just money that is subjective in value. It is literally everything is subjective. The entire universe is this subjective entity that is created from our own consciousness. And that's what Like, the purpose of this vehicle, yes, it's going to make a lot of people a lot of money, but the point of that is to wake people up to the fact that the entire universe is this subjective entity. It is not just this, like, empirical machine with interlocking gears and like this orderly machine that proceeds from just like the sum of its parts like no like we are literally the universe creating the universe and that's what spx is meant to wake people up to.” — Crypto Maxi 💹🧲
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“What I think SPX is, is a wake-up call. And I think for the normie, the average person, it literally is best described as being the next Bitcoin, because that's literally what it is. Bitcoin was a wake-up call to show people that value is subjective. And SPX is the next iteration of that. And once you get enough people to understand that the value of the dollar is subjective. It only has value because people believe in it. Bitcoin only has value because people believe in it. SPX has value because people believe in it. And the next step is Well, it's not just money that is subjective in value. It is literally everything is subjective. The entire universe is this subjective entity that is created from our own consciousness. And that's what Like, the purpose of this vehicle, yes, it's going to make a lot of people a lot of money, but the point of that is to wake people up to the fact that the entire universe is this subjective entity. It is not just this, like, empirical machine with interlocking gears and like this orderly machine that proceeds from just like the sum of its parts like no like we are literally the universe creating the universe and that's what spx is meant to wake people up to.” — Crypto Maxi 💹🧲

Tanz Cho 💹🧲

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Owning MSTR means owning whatever is left after every other claim gets paid, which is not the same as owning Bitcoin "Financial engineering does not eliminate the need for cash flow, it rearranges claims on future capital. Strategy will survive precisely because it is Strategy. That does not mean its model was broadly repeatable" "When you own Bitcoin directly, you own Bitcoin. There's no management team, preferred dividend, convertible debt or senior shareholders standing between you and the asset" "When you own common stock at a treasury company, you own the residual value remaining after the company satisfies every claim ahead of you. That residual can be extremely valuable, but it is not Bitcoin"
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Owning MSTR means owning whatever is left after every other claim gets paid, which is not the same as owning Bitcoin "Financial engineering does not eliminate the need for cash flow, it rearranges claims on future capital. Strategy will survive precisely because it is Strategy. That does not mean its model was broadly repeatable" "When you own Bitcoin directly, you own Bitcoin. There's no management team, preferred dividend, convertible debt or senior shareholders standing between you and the asset" "When you own common stock at a treasury company, you own the residual value remaining after the company satisfies every claim ahead of you. That residual can be extremely valuable, but it is not Bitcoin"

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🚨WHY $1 MILLION BITCOIN IS INEVITABLE🚨 NETWORK EFFECTS - EXPLAINED! Fiat currencies melt faster than a Walmart ice cream cake and the only ride that doesn’t break down is Bitcoin’s network effect rollercoaster. In this video, I explain why $1,000,000 Bitcoin isn’t a moonshot, it’s just the math of liquidity, hash rate... ...and Wall Street ETFs hoovering coins like a fat kid at a Golden Corral buffet.
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Adam Livingston

33,280 Aufrufe • vor 1 Jahr

Easy says he's 100% out of Bitcoin because Strategy will keep selling it to pay their dividend "This is the most bearish thing. So last night I sold my Bitcoin. I was holding a good amount of coins, I'm completely out of Bitcoin" "100% out of Bitcoin, I hold no Bitcoin right now, zero dollars of Bitcoin. And yeah, I can miss the move. This is so incredibly, beyond bearish, I cannot emphasize how bearish this is" "They have 32 years of dividend coverage, which means they're comfortable continuing to just sell Bitcoin. That's 55 billion at current prices" "Bitcoin is a volatile asset that they're paying dividends with to fund $STRC, and STRC is trading at $90 right now when it's supposed to be pegged to $100. This whole shenanigan is very bad for Bitcoin, because now you have overhang"
1:36

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

Casper

60,631 Aufrufe • vor 3 Monaten

Threadguy predicts this will be the first bull run in crypto history where Bitcoin doesn't participate "This is going to be the first bull run in the history of crypto where Bitcoin flat out does not participate. No role, no say, it will be minimal at best. It will be Bitcoin to $75k, Bitcoin to $80k, Bitcoin to $85k, and there will be mania on-chain." "My entire thesis is that the next cycle comes from new blood getting access to on chain through these apps. This new crowd doesn't even know what Bitcoin is. Anyone that joined because they saw Kimchi or Cented or Rasmr, they don't know what Bitcoin is. If there's a pocket of excitement and new blood in crypto, it will have nothing to do with Bitcoin, the same way Bitcoin had nothing to do with the disaster that on-chain became in 2025. You cannot have it both ways. The two have been separated for years."
3:01

Threadguy predicts this will be the first bull run in crypto history where Bitcoin doesn't participate "This is going to be the first bull run in the history of crypto where Bitcoin flat out does not participate. No role, no say, it will be minimal at best. It will be Bitcoin to $75k, Bitcoin to $80k, Bitcoin to $85k, and there will be mania on-chain." "My entire thesis is that the next cycle comes from new blood getting access to on chain through these apps. This new crowd doesn't even know what Bitcoin is. Anyone that joined because they saw Kimchi or Cented or Rasmr, they don't know what Bitcoin is. If there's a pocket of excitement and new blood in crypto, it will have nothing to do with Bitcoin, the same way Bitcoin had nothing to do with the disaster that on-chain became in 2025. You cannot have it both ways. The two have been separated for years."

Kai

238,360 Aufrufe • vor 1 Monat

🔥HOW I AM GOING TO GET FILTHY RICH WITH METAPLANET🔥 Metaplanet is trading like Wall Street found a Bitcoin vault, looked inside, saw 40,000+ BTC, checked the EV mNAV, saw it under 1x, and said... “Interesting, but have you considered buying a software company at 900 times earnings?” In this video, I break down why I think Metaplanet could be one of the most mispriced Bitcoin treasury plays on Earth. We’re talking: Bitcoin exposure at a discount Metaplanet’s BTC accumulation strategy Why the prefs could be massively misunderstood CEBE analysis on what common shareholders actually own $200k and $275k Bitcoin scenarios The 100,000 BTC and 210,000 BTC goal cases ..and why this thing could become a financial flamethrower if Bitcoin returns to trend. The market sees a weird Japanese Bitcoin stock. I see a potential balance sheet weapon before consensus arrives. If Metaplanet pulls this off, the people ignoring it now are going to be sitting in index funds eating room-temperature deli meat while the Bitcoin treasury companies turn into sovereign wealth funds with stock tickers. This is the thesis. This is the math. This is how I am trying to get filthy rich with Metaplanet:
27:43

🔥HOW I AM GOING TO GET FILTHY RICH WITH METAPLANET🔥 Metaplanet is trading like Wall Street found a Bitcoin vault, looked inside, saw 40,000+ BTC, checked the EV mNAV, saw it under 1x, and said... “Interesting, but have you considered buying a software company at 900 times earnings?” In this video, I break down why I think Metaplanet could be one of the most mispriced Bitcoin treasury plays on Earth. We’re talking: Bitcoin exposure at a discount Metaplanet’s BTC accumulation strategy Why the prefs could be massively misunderstood CEBE analysis on what common shareholders actually own $200k and $275k Bitcoin scenarios The 100,000 BTC and 210,000 BTC goal cases ..and why this thing could become a financial flamethrower if Bitcoin returns to trend. The market sees a weird Japanese Bitcoin stock. I see a potential balance sheet weapon before consensus arrives. If Metaplanet pulls this off, the people ignoring it now are going to be sitting in index funds eating room-temperature deli meat while the Bitcoin treasury companies turn into sovereign wealth funds with stock tickers. This is the thesis. This is the math. This is how I am trying to get filthy rich with Metaplanet:

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The End of the 4-Year Bitcoin Cycle — Why the BTC "Capital Cycle" is Next w/ Alex Leishman | Bitcoin Magazine Podcast Ep 15 "Bitcoin is where people park wealth. When they want to start doing things with it, we see cycles. The capital will cycle back — the question is when." Everything lined up for Bitcoin, and then AI sucked the oxygen out of the room. Was this just the typical 4-year cycle in action, or is a new market dynamic taking shape? Alexander Leishman 🇺🇸 of River discusses with Brandon on where the capital actually went, and what the future holds for BTC market cycles.

Bitcoin Magazine

19,345 Aufrufe • vor 2 Monaten

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19:07

🔥METAPLANET PASSES 40K BITCOIN - MEGA BULLISH UPDATE🔥 Metaplanet just crossed 40,000 Bitcoin, and this video breaks down why that is such a massive deal. We go deep into Metaplanet’s latest Bitcoin buys, its increasingly aggressive capital raising strategy, BTC per share growth, Project NOVA, preferred share structure, and why this company is evolving into one of the most explosive Bitcoin treasury stories on Earth. In this video: - Metaplanet’s latest Bitcoin purchases - How they got to 40,000+ BTC - Why BTC per share matters more than raw dilution narratives -How warrants, preferreds, and capital markets fuel the strategy -What Project NOVA could mean for Japan’s Bitcoin future - Why this story could spiral into something enormous:

Adam Livingston

13,454 Aufrufe • vor 5 Monaten

Clemente reveals he will sell all of his Bitcoin next bull market "Never sell your Bitcoin is the stupidest advice I've ever heard" "Why would you hold when you know there's going to be a 50% pullback?" "We say this time it's different but it happens every single bear market" "Next bull market I will 100% sell my BTC and buy back in when BTC is 50% cheaper"
1:12

Clemente reveals he will sell all of his Bitcoin next bull market "Never sell your Bitcoin is the stupidest advice I've ever heard" "Why would you hold when you know there's going to be a 50% pullback?" "We say this time it's different but it happens every single bear market" "Next bull market I will 100% sell my BTC and buy back in when BTC is 50% cheaper"

Clemente

37,800 Aufrufe • vor 2 Monaten

"Where are the servers of Bitcoin located?” - Prof Jiang That single question from Jiang shows the misunderstanding immediately. Bitcoin does not run on one company’s servers, Bitcoin runs on a distributed network of nodes spread across the world, which is exactly why it is hard to censor, shut down, or control, plus the mining system on top of it to protect it with energy. When someone frames Bitcoin like a centralized system, they are not critiquing Bitcoin as it is. They are critiquing a version of Bitcoin that exists only in their own confusion.
0:33

"Where are the servers of Bitcoin located?” - Prof Jiang That single question from Jiang shows the misunderstanding immediately. Bitcoin does not run on one company’s servers, Bitcoin runs on a distributed network of nodes spread across the world, which is exactly why it is hard to censor, shut down, or control, plus the mining system on top of it to protect it with energy. When someone frames Bitcoin like a centralized system, they are not critiquing Bitcoin as it is. They are critiquing a version of Bitcoin that exists only in their own confusion.

MDB

580,217 Aufrufe • vor 5 Monaten

Jack Dorsey calls him the guardian angel of Bitcoin, and at BitcoinDay Naples, Luke Dashjr didn't hold back. "Bitcoin has probably a single-digit percentage chance of surviving." 🤯 From the "malware" in Core 30 to why your full node is the only thing standing between Bitcoin and fiat, this is the most honest conversation on the timeline. NICO⚡️ from Simply Bitcoin sat down for a high-stakes conversation about the technical and existential threats facing the network today. If you aren't running a node or mining with OCEAN, you are trusting someone else with your freedom.
30:50

Jack Dorsey calls him the guardian angel of Bitcoin, and at BitcoinDay Naples, Luke Dashjr didn't hold back. "Bitcoin has probably a single-digit percentage chance of surviving." 🤯 From the "malware" in Core 30 to why your full node is the only thing standing between Bitcoin and fiat, this is the most honest conversation on the timeline. NICO⚡️ from Simply Bitcoin sat down for a high-stakes conversation about the technical and existential threats facing the network today. If you aren't running a node or mining with OCEAN, you are trusting someone else with your freedom.

BitcoinDay

49,165 Aufrufe • vor 5 Monaten

$MSTR Saifedean is a great thinker, but he’s an ideologue. And the problem with ideologues is they model the future based on past patterns, without accounting for the most disruptive variable of all: changing technology. Saifedean’s world is one where, under a Bitcoin standard, time preference naturally falls. People accumulate hard money, they become patient, credit disappears, and humanity converges on a purely equity-based system. It’s elegant. But it assumes a version of human rationality that technology is actively dismantling in real time. Look around you. The defining trend of the last decade has been the opposite of patience. Instant delivery. Reels over essays. Fast food over cooking. Two-day shipping became same-day. Same-day became one hour. The most consumed content format on earth is a fifteen-second video. Artificial intelligence is accelerating this further, removing every remaining friction between want and fulfillment. The world is not trending towards lower time preference. It is trending towards zero patience at scale… What Saylor understood that Saifedean hasn’t is that real capital markets require you to look at the world the way it is. Bitcoin is a long-horizon, zero-yield, maximum-patience asset living inside a civilization that is becoming structurally more short-term by the day… Most people will never hold Bitcoin. Most of them have rent due, mortgages to pay, and no bandwidth to understand monetary debasement. They need yield now. They need capital now. Saylor’s answer to that has been to build a bridge. $MSTR pulls in the long-term thinkers (Institutions, the Bitcoin maximalists with decade-long conviction) and uses their capital as a foundation to issue products that meet everyone else where they are. The most popular of Strategy’s preferred instruments ($STRC) pays monthly rather than quarterly. And the demand of late is pushing it now towards semi-monthly. This is Saylor reading the market correctly. $STRC went from zero to $8 billion in under a year, filling a massive structural gap in the market. Saifedean is right that Bitcoin changes money. But he’s wrong that it changes human nature. As long as there are people with capital and people who need it, and technology keeps compressing time horizons, there will be credit. There will be yield. There will be instruments that meet people where they are. An ideologue dreams of the world he wants. The capitalist builds for the world that exists. Saylor is the capitalist. $BTC $MSTR $STRC
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$MSTR Saifedean is a great thinker, but he’s an ideologue. And the problem with ideologues is they model the future based on past patterns, without accounting for the most disruptive variable of all: changing technology. Saifedean’s world is one where, under a Bitcoin standard, time preference naturally falls. People accumulate hard money, they become patient, credit disappears, and humanity converges on a purely equity-based system. It’s elegant. But it assumes a version of human rationality that technology is actively dismantling in real time. Look around you. The defining trend of the last decade has been the opposite of patience. Instant delivery. Reels over essays. Fast food over cooking. Two-day shipping became same-day. Same-day became one hour. The most consumed content format on earth is a fifteen-second video. Artificial intelligence is accelerating this further, removing every remaining friction between want and fulfillment. The world is not trending towards lower time preference. It is trending towards zero patience at scale… What Saylor understood that Saifedean hasn’t is that real capital markets require you to look at the world the way it is. Bitcoin is a long-horizon, zero-yield, maximum-patience asset living inside a civilization that is becoming structurally more short-term by the day… Most people will never hold Bitcoin. Most of them have rent due, mortgages to pay, and no bandwidth to understand monetary debasement. They need yield now. They need capital now. Saylor’s answer to that has been to build a bridge. $MSTR pulls in the long-term thinkers (Institutions, the Bitcoin maximalists with decade-long conviction) and uses their capital as a foundation to issue products that meet everyone else where they are. The most popular of Strategy’s preferred instruments ($STRC) pays monthly rather than quarterly. And the demand of late is pushing it now towards semi-monthly. This is Saylor reading the market correctly. $STRC went from zero to $8 billion in under a year, filling a massive structural gap in the market. Saifedean is right that Bitcoin changes money. But he’s wrong that it changes human nature. As long as there are people with capital and people who need it, and technology keeps compressing time horizons, there will be credit. There will be yield. There will be instruments that meet people where they are. An ideologue dreams of the world he wants. The capitalist builds for the world that exists. Saylor is the capitalist. $BTC $MSTR $STRC

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