The most important segment of people to educate about Bitcoin is those younger than you.

Skating around to Gangsta’s Paradise.

6 months ago. View quoted note →

90 days since Square unlocked Bitcoin payments for merchants. How much has it impacted you? Are you spending sats at more shops? @miles 🌞 - any metrics worth sharing from your end?

What happens when Swift integrates with Tether?

CFA Institute quote “the problem with crypto is it’s borderless.”

Tokenization of equities and treasuries is of great interest for institutional activity around the repo market. They are seeking greater efficiency of their capital.

Fidelity has been mining bitcoin since 2015.

The legal counsel for the XRP DAT was probably the most ideological speaker today. And she didn’t want anything to do with the Bitcoin DATs.

Strive will make it through. What treasury companies won’t? How many get acquired in 2026? Still a net positive of institution growth by years end?

It now seems more important how qualified custodians allow their customers to interact with Bitcoin as any other entity. That’s where focus can make a difference.

Bo Hines is assuming there’ll be a handful of winners for chains and stablecoins. And that the rest will fall away. And he also signaled that Lightning is in their plans. But their current focus is on distributing and deepening their USDT reach as much as possible to empower their users. View quoted note →

Met a guy who conducted analysis for trading violations from Credit Suisse for 18 years and now is doing it privately. He said Bitcoin seems like a pyramid scheme to him and that’s why all the hype is needed. To get more people in. Another guy specializing in AML thought Lightning was a product of a company. Couldn’t understand why it’s needed if base layer or tradefi products can do T+0. There are so many that don’t seem to know even the basics. I don’t argue back. Sometimes I ask a follow up question. But I think they at least respect me because I don’t get defensive about it. And they’re forced to sit with whatever they declared. Is 100 hours a real baseline to be able to absorb what Bitcoin is and does?

Tether will become one of the most profitable companies by defending the US Dollar. How long does that last?

Signal down. Nostr up?

Which is your least and most surprising event of January 2026? - Maduro capture - Metals price/volatility - Odell back on Twitter - Patriots in Super Bowl - Agents using Bitcoin + Nostr - Bitcoin treasury companies negative mNAV

This isn't a gold chart - it's an obituary for the US dollar.