While it’s possible that Musk vs Trump is just another clown show / bread and circus for the masses to distract from something important, they’re still humans with different aspirations and agendas who can quarrel like any of us. Not everything is a conspiracy.

I’m going through the companies tracked by @Bitcoin Reserve in order to record their historical transactions, and while AI helps me with some tasks, I can surely say it’s not ready to do extensive research and produce accurate data. Maybe I’m suing the wrong model (4o)? Maybe my prompts aren’t specific enough? But even asking it to go through SEC filings of a particular company and fetch data from there doesn’t produce anything I would trust. So I’m going through the filings manually myself and using AI as a glorified calculator.

As usual, sell the news.

Funny how Apple totally missed the AI boat and now has no choice but to partner with OpenAI and others.

Few words can explain how much I hate bureaucracy.

If you're a public company holding bitcoin, your xpub — or your custodian’s sub-account xpub — should be public. Audited SEC filings are fine, but they’re lagging, permissioned, and opaque. Bitcoin is real-time, permissionless, and transparent. Corporate bitcoin strategy should reflect that.

> complain about the shitcoin conference > still go because that’s where all the cool people hang out

Some fights aren’t worthy fighting for me personally. I’m highly adaptable and can use sats, BTC, bits, MIM (magic internet money) or whatever else as long as the substance remains the same.

For public companies, *confirmed* bitcoin holdings are either public on-chain figures (cryptographically signed from time to time) or the figures in their SEC filings because those have to be audited/verified for filing purposes. Everything else can be considered *unverified holdings*.

The best way for a public company to show their bitcoin holdings is to have a dedicated page. Strategy, Metaplanet, CleanSpark do it well! The second best is to include the amount of BTC in the 10-Q SEC report alongside the fiat amount. The worst is a10-Q only with the fiat value. The public has to guess!

So, I’m working on @Bitcoin Reserve mostly for myself to understand one thing: if you want to convince me, someone who has no fiat, to invest my sats into a public company, what will it look like if I naturally price everything in bitcoin? Why is one company better than another? Why does investing into one company is actually a loss in bitcoin terms while a share of another one gives me more sats than I invested? And other questions as I delve into this. Maybe I’m not the only one interested, so I’ll run it for now.