Lmao, hope you’re ready to keep updating that shit

The Street with their knees on paper Bitcoin’s neck Mon-Fri Normies in the weekend buying Bitcoin at these very cheap prices Physical Bitcoin sellers going “take it easy there’s only so much to go around” Price resetting upwards Basically the new reality of BTC

Big if true lmao

We never had a traditional Bitcoin bull run post 2021, other than what was the result of ETF flows and fabricated political correlation by the usual hypemen. I am not sure what is so hard to understand about this. Simplify your mental model: if a central bank does all the wrong things, Bitcoin goes up against fiat currency. If a central bank does all the right things, even if they are temporary because the system itself is on a dead end road, Bitcoin will not go up materially against fiat currency. This is just how currencies work. They all trade in pairs. Bitcoin has no God given right to increase in value, but it always will when the thing it is trading against is self-destroying. Most of the 2010s we had interest rates near zero, a continuously expanding Fed balance sheet, the monetary base in terms of GDP rapidly expanding. They had their reasons of course (fear of deflation, etc.), but this was central banks purposefully blowing up their own currencies. Since 2021 we have had interest rates in developed markets at 3-4%, the Fed balance sheet shrinking, the monetary base in terms of GDP shrinking. Central banks got spooked by inflation, which is the one thing that causes governments to be overthrown faster than a deflation-led sovereign debt crisis. And so, for a while at least, they started doing all the right things. It's impressive that Bitcoin still developed how it did price-wise the last few years. Congratulations to the hypemen, the four year cycle maxis, etc. But it was unnatural. We are now once again entering an era where the Fed will be making all the wrong moves. One of fiscal dominance. The balance sheet has started expanding and M2 will follow. Interest rates will come down despite inflation. Bitcoin will now naturally follow.

Not sure what political persuasion this falls under, but I have basically come to view almost all major problems of the modern world to be a result of fiat currency. Low birth rates, war, excessive immigration, it all ties back to this in my opinion. It changes how people think about family, risk, war, about time horizons. If money is constantly debased, you can only speculate just to stand still. Housing is a financial asset before it's a home. Governments can fund conflicts endlessly. Demographics become distorted because the economic base feels unstable. I’m in the top 1% incomes in a rich financial hub. And still it feels like I'm running on a treadmill that slowly accelerates. Save? Inflation. Invest? Asset bubbles. Hold cash? Guaranteed loss. Take risk? Volatility. I can only imagine how bad it is for people who have far less than I do. For me Bitcoin is the only way out.

Bitcoin simply can’t go up in bursts without the normie majority doubting, ridiculing and avoiding it. That’s the rocket fuel, always has been. And the tank is filling up fast

All the people that will in the future once again be called “lucky”, who “were just at the right place at the right time” etc… are stacking bitcoin hard at this moment, while turbo boomers rejoice in all directions as Bitcoin has finally died. My personal stack of the day was inspired by some old guy on X who wrote a long story about how Bitcoin could never go up anymore because of all the paper bitcoin. Yes, yes, that’s very interesting grandpa. Concerning! <puts another million sats in cold storage>

Number go up is a nice feature when it works. But really taking your wealth out of the banking system / stock market, and away from the greedy hands of faceless bureauc-rats is priceless

Median Bitcoin return when Fed balance sheet flips from contraction to expansion (last happening in Dec 2025): After 3M: +1.5% After 6M: +35.7% After 12M: +149%

Going through a full bear market like a slow motion train wreck with your whole bitcoin stack intact is an acquired taste

Not too sure what’s going on with Bitcoin right now. Macro should be supportive: weaker dollar, looser financial conditions, Fed printing. I’m not a “BTC must always go up” guy, but historically this is exactly the environment it did well in. Yet instead we have: 1. People obsessively trying to enforce a 4 year cycle 2. The strange events of 10/10 3. Quantum FUD reaching a crescendo? likely in service of (1). A narrative is always found when a market wants one 4. DATs feel increasingly fragile. If there are levels where the structure collapses, markets have a habit of hunting them Somehow 1+2+3+4 are overpowering macro for now. Price moves far enough and for some weaker hands it triggers “did I really spend all this time, energy and money for nothing?” We all know that feeling. Add to that the “crypto” problem: too much leverage, too much extraction, too much grift and theft. FTX, 10/10. The chickens are coming home to roost, and unfortunately we correlate for now. So what next? Probably time. If we’re unlucky, we grind. If we’re lucky, we get a broader market break and the liquidity bazookas come back out. I’m increasingly coming to terms with this being another 2018–19 or 2022–23. And honestly? I didn’t hate those years. Quiet. Boring. Peaceful sat-stacking heaven. Maybe we get to watch crypto die for entertainment during it.

Came across that social media platform that AI agents made to interact between themselves, where humans are not allowed to post. Made me think. They probably set up that website hosting through a bitcoin payment, which will be the only way such agents will be able to have financial agency for lack of a better word. This is the bull case for BTC that seems not well understood. The digital economy is going to increasingly dominate. BTC is the only real and credible native digital currency in that. Hence adoption is going way the fuck up. 1 sat will equal $1

What’s really interesting right now is you see a lot of “crypto” people turning on their hobby. Starting to openly hate everything Bitcoin first and foremost. I see even professionals involved in it doing this. Unbelievable lol, the professional waffling class that joined us is capitulating at the first 35% drawdown. Buying more

Do you like that sell off, gold fanatics? Live by the gun die by the gun

What I find incredibly irritating about the Bitcoin scene, or I guess in this case better attributed to the “crypto” scene, is this tendency for an army of talking heads to want to project their fears and narratives on the coin. Something like gold just exists. You buy it or not, people understand that their endless screeching about it won’t change the world’s perception of it or its value. With Bitcoin people have this incessant need to scream how it’s digital gold, related to Trump, or to China. It’s about muh four year cycles, debasement, the Fed. It’s about inflation, this group is buying or that group is selling. Why can’t you just shut the fuck up and show some humility? Bitcoin exists and it doesn’t give a fuck about what you think it is or it isn’t, and your words about it won’t change a goddam thing in its trajectory. Thanks for coming to my ted talk

People don’t realise that many of the loudest Bitcoin or “crypto” voices on X are people with severe mental illness that built their accounts by just being around and interacting during the hype years, and then when all sound of mind people left, they stuck around. Many of them are failures in life and grumpy haters projecting their own sadness onto Bitcoin. There’s zero signal there.

Watching talking heads try to short bitcoin into the ground because muh four year cycle while they declare it dead twelve times a day and its price hovers in a tight 10% range for months is good entertainment

When trying to out-war Europe goes wrong

Discovered @LN Markets today. It’s great, no idea why it’s not more talked about. Around since 2020 apparently

The rise and fall of crypto has tainted Bitcoin and delayed what will inevitably happen. This offers both opportunity and frustrating headwinds. BTC remains completely misunderstood by most.