Kode | Grynvault
kode@noornode.nostr1.com
npub1p2eh...wwhy
The tokenization of real-world assets (RWA) is inevitable but there’s three things in the way: liquidity, regulation & counterparty risk. Solve this in partnership with BlackRock and you will become Blockbuster; solve it with Bitcoin to become the Netflix instead.
It’s 1995 all over again. A new wave of entrepreneurs are embracing Bitcoin, led by Jack Dorsey and zero-fee point-of-sale BTC from Square. This paves the way for us to build Internet Capital Markets the way they were intended — open, global, and without middlemen.
A market-driven “Equity Rate” will replace central bank price-fixing of capital via interest rates. We will all utilize Bitcoin instead of buying fiat, facing margin calls, or paying interest. Sharing in Bitcoin business risk and asymmetric reward will be the norm.
This is one-click, low-cost, global, 24/7 liquid Private Equity: real value creation with Bitcoin as counterparty. Bezos’ first proved online marketplaces with books: a low cost, high repeat business. Short term Inventory Finance will do the same for business on Bitcoin.
Notes (20)
"All that is gold does not glitter, Not all those who wander are lost; The old that is strong does not wither, Deep roots are not reached by the frost."
we focus too much on marriage and too little on riba, Muslims are so cooked
Muslims are basically Unitarian Christians.
every few days I log into runescape and kill a few guards
I find my friends indifferent about money, and therefore Bitcoin. Do I take comfort in that they at least see Bitcoin as money...?
counterparty risk includes inflation & credit creation imo
Let’s play nostr:naddr1qqxnzdekxsmrjdpcxvurzdfnqgsf03c2gsmx5ef4c9zmxvlew04gdh7u94afnknp33qvv3c94kvwxgsrqsqqqa28tdvrqe
I was wondering why people care so much about MNAV if MSTR is a long-term play. Same as with BTC price lol. $200K BTC price targets had everyone get leverage greedy, or “over-saving.” No wonder JPM limited margin on it. It’s quite prudent. TBH thank God BTC didn’t moon yet.
10x in fiat over 8 years is 33% CAGR. If BTC is doing 25% CAGR, 1.06x leverage in BTC terms is a ~10x opportunity
sound money is a mind warp
got 1 corrupt data file, had to reindex the whole chainstate... on this slow read/write device lol
wooahhhh ok knots, these are wayyy to many default settings that are non-consensus, and goes well beyond filtering only non-financials... why are we throttling L1 transaction scaling?? I can still adjust these and access the config file so that is good, but subsat things too?? this goes way beyond Bitcoin is money and feels more like Bitcoin is morality
AI can't even fill a form yet, why are we so excited lol
does the economist and atlantic and wall st journal go through phases of being real and then other times delusional, or are my political views just wiffle waffle lol - NY Times is always consistently not my thing though hahah
life works better for me when being direct, and I appreciate it works even better with a bit more sparkle and seduction lol, but some people go way overboard and play too much - always a balancing act, yet we get what we get and don't get what we don't get and all is good in the world
being free of interest and inflation is as normal as owning a fridge
as soon as I get comfortable and bullish on lightning, it decides to fail again lmao - some channel down, another backup not ready, not enough fees… how are y’all not frustrated with it in all these years?
I don’t get UBI at all, have otherwise smart friends as proponents for it, same people are chill with inflation as a normal thing
what are your thoughts on Urban Farms? what's worked and what hasn't?
how do you get network states to be bigger or more than a clan, cult, or civic society? values + currency + family + logistics? Might as well just orange-pill the Amish, Hutterites or First Nation communities lol - more sovereignty in that