i just learned that $1 out of every $70 in stablecoins is frozen. 🫪

office hours 🎣

but ai, but deflation, but no inflation 🤣

and no, they won’t take out saylor. not here, not even at $15k. hate all you want, corporates have every right to stack sats just like you stack gor your family. if anything, they’ll keep buying while everyone else is panicking.

i thought they’d push it up to 70-71k to lure in more bulls. the fact they didn’t tells me they don’t have much patience which usually means they don’t have a lot of bullets left.

office hours 🎣

imo bottom is pretty close. even if it goes another 10k, the risk/reward ratio is incredible even for traders. and damn you 4-yr cycle. works like a clockwork.

wen sat/cent parity?

i just don’t see a bull case for the shitcoin market anymore. my main reason is that there are barely any sane devs left in crypto. during the ftx, blockfi, luna era there was an insane amount of talent flowing into crypto projects. whether it was sustainable or not, money kept pouring in, devs were motivated and things were getting built. today most of that talent is gone. outside of a few large tokens like eth, sol, zec where insiders have massive stakes, i don’t see many legitimate devs working on crypto anymore. and those who work for these larger scams only stay there because they’re more focused on eventually dumping their tokens on retail rather than building products they believe. even if bitcoin enters another major bull market, i’m not convinced these scam coins will automatically follow along like suckerfish attached to bitcoin.

happy father's day y'all.

i dont know what to believe with this ai thing anymore. im probably more skeptical than ive ever been. i dont trust photos or videos anymore. literally zero. nothing feels real. the gap between real and fake is getting harder to see.

many people think bitcoin’s upside is capped and most of the gains have already been made. the next decade is going to prove them dead wrong.

office hours 🎣

still only 21m bitcoin tho

the 4 yr cycle must break.

office hours 🎣

it’s not a bubble. it’s an unprecedented convergence of excess liquidity.

now that the world has minted its first trillionaire, there’s no going back. i genuinely hope every billionaire becomes a trillionaire. in fact let’s stop thinking so small. we should just skip the billionaires and make every fiat millionaire a fiat trillionaire.