MOVE YOUR BITCOIN OFF THE EXCHANGES!!!

In 2017, miners ran a hidden cheat code worth hundreds of millions. 58 companies and 83% of hash power signed a backroom deal to capture Bitcoin. The plebs beat it with free code. Bitcoin went 20x. Rustin traces the fork wars, and why it's happening again in 2026.

LAWRENCE LEPARD: "They are going to do a big print. It's going to be bigger than the last one. Mathematically, it has to be." "This is about destroying a system that's fundamentally broken and hurts millions and millions of people... it's more than just getting rich. It's about voting with your feet to say, no, I'm not playing your game. I'm not holding your money. I'm not holding your bonds. I'm not staying in dollars." "I want this thing that's the sharpest spear in the sound money arsenal. And I want to stab your Fiat monster right in the f**king heart and kill it." "It's the Fiat monster that funds the wars and funds the corruption and creates a lot of the sh*t that's bad in the world." @npub1d3f4...r4xv

Japan's 20-year bond yield just hit an all-time high. Foreign holdings of US Treasuries just hit their lowest level ever, and they're still falling. Dante connects it to the push to get your dollars into stocks, and why Bitcoin sits outside all of it.

If you're complaining about the BTC price, you need to lower your time preference. Good morning.

Tony Yazbeck of @The Bitcoin Way on why you need to be in FULL control of your BTC: "An option exists to restore that power of freedom to 8.3 billion people." "This is our money. We work for it. No one has the right to dictate where we spend it, how we spend it, with who we spend it. And how much of it we have. That is everybody's God given right to their own privacy."

LAWRENCE LEPARD: "This is one of the best investment opportunities out there. It actually is the best in my opinion, if you can handle the volatility... having a zero allocation to it is just absolutely nuts." "When you buy into a network that's going to get adopted by everybody, the returns are just insane. My opinion is that Bitcoin is the monetary network of the future." "...And when it is... guess what, these are 5 million a coin or more." "The people that run the government, their major goal is to keep themselves in power and to keep the system running. They don't care about inflation. They say they do, but they don't. And they lie to us about that. And we know that if and when the sharp end of the stick comes for them, they're going to print the money to keep things going."

Saylor's case for Bitcoin isn't "number go up." It's this: Amazon in 2010 looked unstoppable to anyone paying attention. Investors called it an awful business. Dante lays out why Bitcoin is in that window right now. 99% of the money in the world hasn't figured it out yet.

They didn't ban Bitcoin. They didn't regulate crypto into oblivion. They bought the weather station. Rustin unpacks how the platform pricing your Bitcoin odds has investors trading government decisions before they're public. That's not a signal. That's a product.

LARRY LEPARD: "The credit-based monetary system is not compatible with deflation. It requires inflation." "The Federal Reserve ought to be called the Federal Department of Inflation." Strip out the emotion. He's structurally correct. Sophi breaks down what that means for Bitcoin.

Someone inside the crypto industry said it on stage: "We have run this experiment not 10 times, not a hundred times, hundreds of thousands of times. It doesn't work. Any project, no matter how good it is, it is impossible to work." Bitcoin was never part of this experiment.

LAWRENCE LEPARD: "We win when our money replaces their money, their money is evil, corrupt, planned by a bunch of central planners... they lie to us 24/7" "The credit-based monetary system that we have is not compatible with deflation. It requires inflation... the whole country has to become aware of that and has to demand that we get sounder money." "We want to slay this fiat beast because I want to get through this fourth turning, get back to sound money. I want my kids and my grandkids to live in a better world."

JEFF BOOTH: "Retail is going to invest in the SpaceX IPO, take money from Bitcoin to do it, move Bitcoin to SpaceX, get flushed out while the insiders of the SpaceX IPO are going to buy Bitcoin." Same coins. Same dollars. Opposite direction. Wickhoff wrote this playbook in 1900. Hurley unpacks why it's still running.

Saylor can be the most sincere Bitcoin advocate who ever lived. Every word he says can be true. And the structure he built can still have a door in it that he didn't install. A honeypot doesn't have to know it's a honeypot. Rustin laid out the documents. You decide.

The mission of Bitcoin is the separation of money and state.

Washington thinks adopting Bitcoin saves the dollar. Hurley's read: it legitimizes the thing built to replace it. You can't co-opt what's designed to outlast you. You can only speed it up.

Jeremy Grantham on CNBC: "Proof of unnecessary work shouldn't be worth a bucket of warm spit." Joe Kernan fired back: "You're going to be totally wrong on Bitcoin. Wrong on everything." Grantham has been bearish on equities since 2,300. The S&P is at 8,000.

A $90 billion hedge fund manager said on CNBC he used to wake up at 3am wondering why he hadn't bought more Bitcoin. Now he's not sure it matters. Same week BlackRock posted its biggest outflow since IBIT launched. Sophi thinks that's the most bullish signal of the year.

Buy Bitcoin 🟠 in

SCOTT BESSENT ON CNBC: "For the first time since 1979, the Iranians are willing to discuss their nuclear program. Never happened before." Bitcoin has been a macro asset all year. Geopolitical fear was the headwind. Dante's read: that was the headwind lifting. 100K follows.