People confuse "Volatility" with "Risk." The Dollar is stable, but it is an IOU backed by debt. It is a liability. Bitcoin is volatile, but it is an asset backed by math. It is pure equity. I would rather hold a volatile asset that I own than a stable IOU that someone else owes me. choose your ledger.

1. Politicians threaten Fed Chair with jail. 2. Fed Chair is forced to cut rates aggressively. 3. Dollar weakens globally. 4. Hard Assets (BTC/Gold) reprice instantly. The "Political Pivot" of 2026 is here. They are sacrificing the currency to save the bond market. Time to buy cheap Sats is running out.

This "Active / Recent Supply" (approximately 57.2% of all Bitcoin) represents the liquid, tradable, and speculative portion of the network. Unlike the "OGs" who simply hold, this group is price-sensitive and drives the day-to-day market action. The "Active" supply is deceptive. While 57% looks like a lot of liquid coin, roughly 21% of it (ETFs + Corp Treasuries) is actually in "strong hands" that are unlikely to sell. The true liquid supply available for trading is much tighter, likely closer to 35%.

THE STATE OF THE BITCOIN OGs 🏦 💎 Ancient (>10y): 17.2% (Dead/Vaulted) 🟣 2017 Vets (7y-10y): 8.3% (Strong Hands) 🔵 Institutional (5y-7y): 5.7% (Profit Taking) 🟢 2021 Survivors (3y-5y): 11.6% (New OGs) Total Unmoved Supply: ~42.8% The floor is rising. The OGs aren't selling. Truly diamond hands 💎

The Market has spoken. 🗣️📉 In the last 2 years of the "Store of Value" war: 🟡 Gold ETFs: +$8 Billion inflows 🟠 Bitcoin ETFs: +$57 Billion inflows Gold is for Central Banks. Bitcoin is for the People and the Private Sector. We are watching the monetary premium migrate in real-time. The "New Gold" is eating the "Old Gold." 🍽️🪙 #Bitcoin #Gold #Flippening

Owning one bitcoin is owning 1/21,000,000 of everything there is.

Bitcoin, not crypto!

The #Bitcoin Supply Crisis explained in 3 lines: 1. Miners produce ~450 BTC/day. 2. Institutions withdraw ~10,000 BTC/day. 3. The US Gov just locked up another 127k BTC. We are witnessing the "Great Evaporation." The floating supply isn't just low; it's being privatized by sovereigns and corporations. There isn't enough for everyone. 📉🐋

The Sovereign Bitcoin Race is officially on. 🌍🏆 Current Nation State Holdings (Jan 2026): 1. 🇺🇸 USA: ~328,372 BTC ($30.5B) 2. 🇨🇳 China: ~190,000 BTC ($17.6B) 3. 🇬🇧 UK: ~61,245 BTC ($5.7B) 4. 🇺🇦 Ukraine: ~46,351 BTC ($4.3B) 5. 🇧🇹 Bhutan: ~13,029 BTC ($1.2B) 6. 🇸🇻 El Salvador: ~7,514 BTC ($700M) The USA is winning by accident (Seizures). Bhutan and El Salvador are winning on purpose (Mining/Buying). Key Insight: The US jump from ~200k to ~328k BTC was driven by the seizure of assets from Chen Zhi (the "Prince Group" case) in Oct 2025, adding roughly 127k BTC to the DOJ's balance sheet.

"Bitcoin to Zero" is a mathematical impossibility. As long as one person is willing to buy it, the price is not zero. And right now, there are millions of us who will buy every sat aggressively if it even drops to $10k, let alone $0. To hit zero now, you'd need to bankrupt: 1. The US Department of Justice (328k BTC). 2. The world's largest asset managers. 3. The energy grids of Texas and El Salvador. The bid wall is infinite. The skeptics have zero chance.

🟧Bitcoin acceptance is NOT going backwards. Some are confusing "social media sentiment" with "Global Reality." The data proves the exact opposite: • Merchant Adoption is Surging: In 2025 alone, global merchant adoption grew by 53%, driven largely by Block (Square) integrating Bitcoin into point-of-sale systems for millions of vendors. • The Trend is Accelerating: Projections for 2026 show another 50% increase in merchants accepting Bitcoin, reaching nearly 20,000 verified global businesses. • Payment Rails are Scaling: The Lightning Network (Layer 2) just hit an All-Time High in capacity (over 5,637 BTC), meaning the infrastructure for payments is more robust than ever, specifically for institutional settlement.

🟧Bitcoin acceptance is NOT going backwards. Some are confusing "Twitter sentiment" with "Global Reality." The data proves the exact opposite: • Merchant Adoption is Surging: In 2025 alone, global merchant adoption grew by 53%, driven largely by Block (Square) integrating Bitcoin into point-of-sale systems for millions of vendors. • The Trend is Accelerating: Projections for 2026 show another 50% increase in merchants accepting Bitcoin, reaching nearly 20,000 verified global businesses. • Payment Rails are Scaling: The Lightning Network (Layer 2) just hit an All-Time High in capacity (over 5,637 BTC), meaning the infrastructure for payments is more robust than ever, specifically for institutional settlement.

Yes, Bitcoin can grow to massive heights (e.g., $1M+ per coin) purely as a Store of Value. It does not need to be a daily currency to beat Gold. However, for Bitcoin to survive permanently (decades from now), it needs utility. It needs some form of transaction volume—whether that is people buying coffee or banks settling accounts—to generate the transaction fees necessary to pay the security guards (miners) once the block reward runs dry. "Store of Value" drives the price up. "Utility" keeps the network alive. We likely need both.

🟧Stop watching the price. Start driving the network. 📉📈 If we want 1 billion users, we have to move from Speculation to Utility. Here are the 5 most critical steps to drive real Bitcoin adoption: 1. The "Spend & Replace" Rule 🔄 Hoarding doesn't build a circular economy. Spend your BTC on goods and services to create merchant demand—then immediately buy back the same amount. Keep your stack; grow the network. 2. Lightning First, On-Chain Second ⚡️ Don’t onboard newbies to Layer 1 (slow/expensive). Onboard them to Layer 2. If their first experience isn't instant and near-free, we lose them. Lightning is the only way to scale payments. 3. Pass the "Grandma Test" 👵 Self-custody is still too scary for the average person. We need to support wallets and tools that offer "Social Recovery" and simplified UX. If your grandma can't use it without calling you, it’s not ready. 4. Fix the Pitch 🗣️ Stop selling "Number Go Up." Start selling "Insurance Against Debasement." The West needs a savings account; the Global South needs censorship resistance. Tailor the solution to the problem. 5. Privacy is Fungibility 🛡️ For Bitcoin to remain money, 1 BTC must always equal 1 BTC. Normalize privacy tools and self-custody to prevent a surveillance chain. The Bottom Line: Price is a marketing budget. Adoption is the product. Build the product. 🧱 #Bitcoin #LightningNetwork #Adoption #Crypto

When gold price hits its ceiling, money will rotate to #bitcoin. Plan accordingly.

When the government has to print to survive, Bitcoin is the standard.

Whales aren't selling. They are multiplying. >100 $BTC Addresses: ALL TIME HIGH 🚀 Smart money is buying the fear. Paper hands are funding the next generation of whales. The signal isn’t in the price right now 🤯

#pardonsamourai

The most expensive mistake you can make in 2026 isn't "buying the top." It's selling your sovereignty. We are entering the Institutional Vacuum Phase: 1. The State is seizing coins (328k BTC in US Reserve). 2. The Banks are custodying coins (BNY Mellon/ETFs). 3. The Issuance is cut in half (Post-Halving Shock). The Urgent Education: If you buy "Paper Bitcoin" from a bank, you are just recreating the fiat system. If you sell your coins to BlackRock because of a dip, you are the liquidity they are hunting. Don't be the person who sold the hardest asset on earth to a banker for paper. Study Self-Custody. It’s the only vote that counts. 🗝️✊

The people who "already know" stopped arguing on Spaces and started building the rafts. We are past the "Store of Value" discovery phase. The vanguard is now solving for: 1. Jurisdictional Arbitrage (Passports). 2. Sovereign Computing (Nostr/Simplex). 3. Local Circular Economies (Beef/Energy). The 101 crowd is loud. The 401 crowd is busy. #Bitcoin