*We can stand still and live a meaningless existence at the humanity level, or move forward taking risks.* View quoted note →

*Very few people have the mathematical skill to grasp the importance of time in the compounding interest equations* View quoted note →

We may be wrong about Bitcoin, but we are, by God's benevolence, in it for the right reasons

*Daoism… undermines authority culturally, but does not articulate a right to oppose it. …Daoism rejects rule because it cannot work, not because it violates rights. Its anarchism is negative rather than juridical: it dissolves authority by denying its competence and moral necessity.* View quoted note →

*Build for sovereignty, not speculation. Build for survival, not surrender. Build for the world that is coming, not the world that is ending.* View quoted note →

*What we must build are not bridges to the old system but tools for the new one: circular economies where commerce occurs in sats without fiat conversion, self-custody infrastructure that makes sovereignty accessible without compromising security, mining decentralization that prevents any single power center from dominating hash rate, privacy preservation that maintains fungibility essential to money's function, cross-border settlement infrastructure for the geopolitical phase.* View quoted note →

*As debt-based structures fail and Bitcoin-based alternatives succeed, cultural attitudes shift… The idea that perpetual credit expansion is required for economic function is revealed as artifact of fiat rather than economic law. Equity-based financing, direct ownership, and time preference aligned with deflation become cultural defaults. This is not imposed through ideology but discovered through experience—those who adapted to Bitcoin's monetary properties prospered, those who clung to debt-based thinking did not.* View quoted note →

*Each circular economy that establishes sats-denominated loops reduces dependency on fiat and demonstrates viability.* View quoted note →

*The old model—controlling access to expensive energy—loses to the new model—producing abundant energy domestically.* View quoted note →

*China maintains an estimated 55-70% hash rate dominance through covert operations—mining conducted outside official channels, often using subsidized energy and state-adjacent entities while maintaining public prohibition. This contradiction reveals the actual position: China recognizes Bitcoin's strategic value even while suppressing retail access. The question is not whether China will shift policy but when it becomes advantageous to formalize what is already occurring in shadow.* View quoted note →

*In a Bitcoin-denominated economy, debt-based structures cannot compete with equity-based structures, credit cannot compete with savings, and time preference shifts toward the future. This is not a normative claim about what should happen but a descriptive claim about what must happen given the incentives.* View quoted note →

*But the primary accelerant is geopolitical multipolarity itself. In a unipolar world, the hegemon could suppress Bitcoin through coordinated action. In a multipolar world fragmenting along trust lines, each power center needs Bitcoin as a hedge against the others. Sovereign competition in stacking reserves and building hash rate becomes a strategic imperative, not an ideological choice. This is not speculation about what could happen—it is analysis of what must happen given the structural incentives already in place.* View quoted note →

*Phase 3: Geopolitical (Emerging) This is the next rung, and it operates through entirely different mechanisms. It is characterized by sovereign competition: nation-states stacking Bitcoin reserves as hedge against dedollarization and fiat debasement; hash rate becoming recognized as strategic infrastructure analogous to energy or semiconductor production; interstate commerce settling in Bitcoin to avoid counterparty risk in a low-trust multipolar environment; energy abundance (from petrodollar collapse and nuclear reintegration) funding massive mining expansion.* View quoted note →

*Phase 3: Geopolitical (Emerging) This is the next rung, and it operates through entirely different mechanisms. It is characterized by sovereign competition: nation-states stacking Bitcoin reserves as hedge against dedollarization and fiat debasement; hash rate becoming recognized as strategic infrastructure analogous to energy or semiconductor production; interstate commerce settling in Bitcoin to avoid counterparty risk in a low-trust multipolar environment; energy abundance (from petrodollar collapse and nuclear reintegration) funding massive mining expansion.* View quoted note →

*Bitcoin is not a trend to be extrapolated but a system with specific rules operating in a changing environment. Understanding its trajectory requires understanding both the system and the environment, while remaining constantly aware of the ways our own cognition will try to mislead us.* View quoted note →

*The supply shock matters, but its impact depends on the structural adoption phase it coincides with—the size of the addressable market, the nature of new entrants, the macroeconomic context, the available use cases. What happens when you knock over the domino depends where they other dominoes are standing. A halving during sovereign adoption will have different magnitude effects than a halving during retail speculation, not because the mechanism changed but because the adoption phase changed.* View quoted note →

*It feels like every headline is engineered to spark a political reaction or manipulate our emotions... There’s so much more value in improving our immediate circles than in pouring energy into distant stories we can’t control.* View quoted note →

*the currents will toss you around. be the gentle wind* View quoted note →

The lizard people think in centuries to preserve their power. We, who work for a higher purpose, should at least think in decades. Stay the course.

“You had Bessent try to walk back Trump's weak dollar stuff, but Trump said it. Everybody knows that only Trump matters. So at the end of the day, you have a president who wants a weaker dollar, and who's breaking the world order. Those are your pillars of gold strength and price action.” Wall Street entertains every possibility after gold’s wild ride, Main Street maintains its bullish bias despite new Fed head | Kitco News

Wall Street entertains every possibility after gold’s wild ride, Main Street maintains its bullish bias despite new Fed head

The Kitco News Team brings you the latest news, videos, analysis and opinions regarding Precious Metals, Crypto, Mining, World Markets and Global E...