Base Layer Capital's avatar
Base Layer Capital
npub1j6hg...l67v
Hard money. Cold storage. Structured Yield. Bitcoin eats TradFi.
I am going to watch an entire generation of intellectually lazy people get mad because no one will hire them for their mad vibe coding skillz... Use it to learn how to code you intellectually lazy fucks and it will change your life. Pretend you can create awesome apps just by hitting enter and will enjoy your HFSP vibe coding skillz. SMH. Laziness will never get you anywhere in live and no copying errors back to GPT doesn't show that have resolved or stick-to-it-ness. It shows you are too fucking lazy to understand what you are doing. Literally the end. BTW hell yes I use AI to code. I also raw dogged it for 30 years. I can still out code you all of you vibes coders all day long for anything of value. I can read the code AI writes as fast as it generates it for me. And when AI fails I can still create from my own brain.
Two things will always be true. 1) #Bitcoin will always seem expensive when you buy it. 2) You will always wish you bought more. Bitcoin is an ego test. Nope you aren't going to get it at the price the early Bitcoiners did. You will never buy it at 100, 1000, or even 10,000. That ship sailed. Fuck around long enough and you will never buy it below 100,000 again either... Stop looking back in time and start looking forward. The entire financial world is pivoting towards Bitcoin.... You aren't going to live to see this opportunity again. This is bigger than MSFT. It's bigger than AMZN. It's bigger than APPL, and it's bigger than TSLA. Bitcoin is going to be the foundation of value on the entire planet. EVERYTHING will be valued relative to Bitcoin. How could it not? It's the ONLY fixed supply asset that no central banker can control? Small regular buys. Stop comparing yourself to others. Understand what is happening and start a regular DCA. It's your life.. Tick Tock Next Block.
We aren't peaking at the end of this year. This is going to be a double cycle with many pull backs. Blowoff top at end of liquidity cycle around 2027-2028. Price higher than most predict. We are in the adoption phase now. 80% draw downs are most likely over. Not that any of us would sell anyway! 😆 Fuck if I know, but that is the call. #Bitcoin
GPT what would a hypothetical transcript of a closed-door Bitcoin strategy session between Bo Hines, Scott Bessent, and Howard Lutnick, held at a secure White House conference room sound like? [TRANSCRIPT EXCERPT – BEGIN] Bo Hines: We’ve got 36 months, give or take. We need to buy time, accumulate discreetly, and show success before the other side regroups. This isn’t about headlines — this is about making it irreversible. Scott Bessent: Right. And we can't do it through traditional channels. A single $500M buy will blow the lid off. We need to use multi-party acquisition: mining offtake, seized asset retention, maybe even quiet sovereign swaps. Howard Lutnick: We control a third of Treasury issuance logistics. If you want to layer BTC into that ecosystem, we do it quietly. No one calls it “Bitcoin-backed.” We call it digitally collateralized fixed income — like TIPS, but hard-money indexed. Hines: We’ve got language prepped. Treasury's legal team is working on a new asset category — “Strategic Digital Reserve Collateral.” It’ll function like gold for disclosure purposes. We drop that phrase and Wall Street’s ears perk up. Bessent: We should front-run sovereign front-running. Singapore, UAE, and a few others are sniffing around this space. If they issue first, we look reactive. If we lead, we define the format. We also crowd out Chinese miners from the credibility layer. Lutnick: We’ve got plenty of stress-tested OTC partners. Get me cover through NYDIG or Fidelity and I can source $2B in BTC within a quarter — without hitting public order books. But you need to promise me no leaks. If it hits Twitter, it’s over. Hines: No leaks. I've got comms on total lockdown. And just so you know — Saylor’s aware. He’s not part of the team officially, but he’s playing defense for us with institutions. MSTR stays long, loud, and laser-eyed. That’s the signal. Bessent: Good. When the first bond matures, and it’s outperformed everything else in the market, that becomes the real signal. At that point, the narrative flips: “America owns the most Bitcoin.” That’s your Bretton Woods 3.0 moment. Hines: Exactly. Gentlemen — we’re not betting on Bitcoin. We’re defending monetary sovereignty with Bitcoin. Let’s move. [END TRANSCRIPT]