saylor only fails if bitcoin fails. i know thats hard for some people to accept but thats the reality since the guy controls 4% of the network. maybe it’s time to stop harassing bitcoiners who happen to run public companies.

office hours 🎣

wen sat/cent parity?

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.

still only 21m bitcoin tho

the 4 yr cycle must break.

imagine a catastrophic event a few thousands yrs ago nearly wiped out humanity. a small group with advanced technology and preserved knowledge escaped beneath the oceans and continued evolving while the survivors on the surface were forced to start over from scratch. over countless generations and continued evolution, the underwater civilization became more advanced, more adapted to their environment and eventually so different from us that they would seem alien. meanwhile, surface humanity rebuilt from primitive caveman, unaware that another branch of our own had continued its technological and evolutionary journey uninterrupted. if such advanced branch of humanity existed today, would they reveal themselves to us? or would they view us the same way we view isolated tribes like those on north sentinel. great to observe but best left undisturbed.

yet again, 4-yr cycle is winning.

#foodstr 🍷

sunday 🍺

whether you like it or not, in a bull market, strc and sata are going to create liquidity on a scale this market hasn’t seen before. just this week, sata alone ended with $164m in liquidity. and yes that’s very good for bitcoin. everyone is simply acting in their own best interest. corporations are doing what they believe is best for their shareholders, just like individual bitcoiners do what they think is best for their families. so stop the hate. pls!

office hours. 🎣

bip 352 (sp) keeps expanding. now live in sparrow wallet 2.5. zcash zcammers not very happy right now.

if the stock market is supposedly about to collapse and we’re sitting at the absolute top of the ai bubble, then why are companies like spacex, openai and soon many more rushing to go public now! this is the beginning of a decade long ai ride. nvidia’s fw p/e is still lower than walmart. that alone tells me everything i need to know about what stage of the “bubble” we’re actually in.

you already know what this means for bitcoin.

one pattern i always notice is that some plebs especially the early bitcoin crowd, act like they own the whole network. to them bitcoin belongs to them and anyone else especially corporations isn’t welcome. if you buy mstr, ibit, etc.. it’s treated like a sin. they never question whether vanguard even allows them to buy actual bitcoin or move it to cold storage which is obviously not an option. they don’t even consider that this might be the only option for bitcoin exposure inside a 401k. similarly if you’re a corporation buying bitcoin, you’re not welcome either. this behavior is completely wrong. bitcoin is ownerless. whether you got in 2010 or today, you have the same rights and access and claim of ownership as anyone else.

mstr and saylor hate among some bitcoiners is weird. you want $10m coin, you want corporations on your side whether you like it or not. and saylor’s comment about selling btc to pay strc dividends is strategic. they need to say things like this and even include them as risk disclosures if they want s&p 500 inclusion. that’s what this is all about.

friday

on another note anthropic shutting down openclaw and trying to clean up everything around it is a terrible move. they had a real chance to acquire and build on top of it instead they sent lawyers and now they’re doubling down. i don’t even think openclaw is close to what agentic workflows will look like in the near future but betting against open source is just wrong. not just morally but strategically too.

agreed. a good example of a bad idea is the whole quantum fear narrative where incentive driven bad actors try to use it as a reason to push protocol changes.