If I had money in the stock market and knew that Buffet withdrew hundreds of millions of dollars sitting in cash months ago, I’d be really pissed that he knew something I didn’t. But I focus on #bitcoin

While these morons cry about #btc price, the #bitcoin hash rate is steady at 850 EH/s. We’re 30 hours away from the next difficulty adjustment and that will tell you everything you need to know.

Genuinely surprised there aren’t #bitcoin casinos yet

I think we need to reframe supply and demand to Demand and Supply. There generally isn’t random demand for a given supply. There’s usually demand, or a need to be met, and therefore a supply is identified, extracted, manufactured, and streamlined to facilitate. The same Demand Supply dynamic can be applied to #bitcoin as a global need, only in this case the supply was ‘discovered’ and will not change. What a unique circumstance.

It’s crazy how I only buy: 1. #bitcoin 2. #coffee 3. Healthy food 4. Clothes if required 5. Vacations when it makes sense

How is no one talking about the coordinated tax harvesting by the #bitcoin ETFs? ETF’s launched Jan 2024, and the multibillion dollar outflows started the last week, 2 months before the tax deadline. It’s obvious that profits are being taken, triggering long-term capital gains, and likely used to pay 2024’s taxes. Then they reallocate to the ETF now that the price dropped, and sell off again this time next year to pay their 2025 gains. Rinse and repeat. And that’s just the US. Don’t forget all the foreign allocators with different fiscal years and other incentives. #btc #gm #pv

The free market will push for favorable #bitcoin regulations. The free market will opt for using #btc to purchase items - those with >10btc and <1btc will use it first, and those in between will use it last. The incoming class of politicians and technologists are internet native, or close to. Their constituents will have been born into the internet. Until the current ruling class is phased out, the free market will be hindered from choosing the bitcoin network as a primary (and eventually only) vehicle to transact.

Working on a concept called the ‘Bit-Zone’ or ‘BZ’ for short. Thesis of this dual state of existence of a fiat world while transitioning to a bitcoin world. While this is in slow undetectable progress, there will be inevitable Tipping Points. The most pivotal of the tipping points to break out of the Bit-Zone is energy: Energy production will generate btc (mining), that energy will be sold for btc, and the btc earned will fund expanded energy infrastructure. A second tipping point that’s important for society to onboard the bitconomy is an overhaul of tax law - to be discussed in a separate thread. The BZ is easy. #BZ #bitcoin #btc

My MBA alma mater has engaged me to teach a 5 week (10 total sessions) course in #Bitcoin to graduate finance students. I’m assuming they have zero knowledge. What do you think of my class topics? 1. Why Bitcoin Matters —problems with current system and why Bitcoin exists. 2. Bitcoin’s Mighty History —who/how Bitcoin was developed and important dates. 3. Trust in Cyberspace —Byzantine generals, double spend problem, and miner/node security. 4. Bitcoin Tokenomics and Security —tokenomics, UTXOs, fees, public/private keys + wallet transaction demo. 5. Bitcoin Investment Case —Bitcoin’s annualized returns and volatility dynamics. 6. Bitcoin’s Legitimacy in Finance —IRS, ETFs, FASB, SAB121, strategic reserve. 7. Corporate Playbook with Bitcoin —MSTR, SEC40 Act, breaks in conventional corporate strategy. 8. Financial Applications on Bitcoin —borrowing, rewards paid in btc, bitcoin bonds, lightning network. 9. Bitcoin and AI: Opportunities and Threats —scarcity counterbalance to abundance, quantum computing, real time payments, paying AIs. 10. Bitcoin in Your Career —engage Bitcoin at current career, get Bitcoin-based job, Bitcoin in all industries. Each session will have lectures, activities, resources, and assignments. Lmk if there are any suggestions. #asknostr #grownostr #AI #btc #gm #pv

When i type ‘Omw’ and it turns into ‘On my way!’ I will literally delete it and retype. I should probably just change the auto correct in settings but I’ll wait til I can have an #AI agent do it for me. #gm

Thoughts on #bitcoin as a medium of exchange… This will start in the extremes of the bell curve, where some #zap on #nostr and buy coffee, and where nation states transact energy in #btc. Then it’ll become more normalized to purchase housing/hard assets in btc IF the US eliminates a taxable event in purchases made in bitcoin. How you’d prove this would be some sort of hashed invoice from the seller that you present to the IRS, if that exists by that point. Anyway, once bitcoin’s fiat value stables under +/- 20% annual volatility, then the middle bell curve comprising all goods will start to be purchased. At this point energy to btc will be so common that most items may also be priced in #sats and/or two prices will be given where sats would be lower than their fiat equivalent for the same item. The free market would detect this and it would slowly transition our economy to be built atop bitcoin. A much more peaceful flip than the violent economic collapse as many bitcoiners gravitate toward.

The #bitcoin community really needs an open sourced and standardized educational curriculum for grades K-12, undergraduate, and grad school students. This curriculum could be broken down by grade level, and area of expertise, from the philosophy of the technology, to Bitcoin the network and all the technical concepts, to bitcoin the asset and its effect on markets and the macro economy at large. My fear is students, who are the future of our world, are not equipped with sufficient skill sets to enter the workforce and drive meaningful change, in particular to this special protocol. And what’s more concerning is the rise of #AI and how fewer young people will be able to have significant impact in the world. By forming this open sourced curriculum, accompanied with strategic state-funded (not federal) partnerships, it’s possible we will see the rise of a bitcoin-native generation instead of telling them to guess what they should do with no real direction for their futures as we literally enter the most confusing and change-filled time in human history. To close, as a former MBA student, I have been disgusted by the lack of focus on this field. Schools cannot do it from within, they need us to help.

I wake up in the morning, I got #bitcoin on my mind #gm

PSA to all #bitcoin podcasters: 1. Thank you 2. Let the guest speak 90% of the time. We know you’re a bitcoiner yourself, but you don’t need to ‘relate’ to the speaker or over qualify your question. Just ask and let them do their thing.

Somewhere in #bandra, #bombay, #india #animalstr

#UFC 312 wasn’t very good. DDP and Strickland went how I expected, but I’m looking toward the at DDP/Khamzat fight… South Africa??

#Kanye West’s recent tweets show he needs to get up to speed quick with #nostr and #bitcoin Not commenting on the tweet content but if he wants the freedom he says, then he should practice what he preaches.

The other day I actually orange pilled a friend. Some background: most of my friends are Ivy League graduates, hold master degrees, work in finance, and make good money, but the vast majority will not humor a conversation on #bitcoin, nor can they explain it even at a beginner level. A couple other friends have conceded to buying some amount of bitcoin because it seemed like a good number-go-up asset, but this one friend was different… What I am finally realizing is Bitcoin isn’t an intelligence test, it’s an ego test. This friend in particular has a child-like level of curiosity with everything they do, and that is the only type of person who will ever grasp bitcoin.

Those who dca small amounts into #bitcoin every day or week are wasting money. At best they may catch some days where the downside is 5%, but most days won’t be. And the #utxo set would be so expensive to combine/spend #btc in the future that it completely offsets the market timing they think dca accomplishes. Lump sum buys are the way. If you’re unsure about a lump sum’s timing, then deploy 50% and wait til you’re more confident in the market to deploy the other 50%.

Thoughts on #bitcoin price dump from $106k to $97k the last week: The hash rate went from 750 EH/s on Jan 1, 2025 to an all time high of 950 EH/s today. My best guess is miners holding #btc are dumping for profits in preparation of the increased competition and potential lower rewards in the near term.