The suffering comes from not knowing money is broken
Louis
louis@vlt.ge
npub1kznj...7zc4
Founder & CEO @mimesiscapital 研山資本 | #Bitcoin Hodler | Views are my own. No financial advice.
The best approach is to ignore the Stock-to-Flow (S2F) or Power Law model. Instead, embrace the mentality that if Bitcoin is not going to zero, it's going to a million.
There is no other asset that can generate fiat cash as fast as Bitcoin. Few understand that hard money competes with weak money in a relationship where the weak invariably converts to the strong. This dynamic is fundamental to monetary economics; as confidence in hard money grows, the inclination to hold and transact in it increases, often at the expense of weaker currencies.
$Meta and $nvda continue to make ATH, which shows that investors are overweighting AI in the short term. These capital will flow as new narrative emerges.
My view is #Bitcoin becomes the next narrative that everyone trying to jump on.
Ark Invest increases its $ARKB position to 19% of its portfolio. At this point, why holding back? 50% or even 100% allocation is reasonable.
Cash flow is effective when money isn't devalued.
For instance, if the money supply doubles and a business generates a 10% cash flow, it's insufficient to offset the rate of money printing. In fact, in this scenario, the business effectively loses 90% against inflation.
Preach 
The story of next decade is how Bitcoin overtook Gold, becoming the king of commodities. The rest is noise.
Stay focused and do not sell your Bitcoin.
Gold will be replaced by Bitcoin in this cycle. That means Bitcoin will reach 650K.
The New 9 added 6,399 BTC, bringing the total AUM to 140,178 BTC.
The winner decides who is the evil. 
Bitcoin > Index Fund > Active Fund
Adding Bitcoin to your balance sheet or portfolio is equivalent of adopting internet to your business. It’s an essential tool for navigating a world where money is broken.
People can do whatever they want with their bitcoin. Sometimes the reason may sound absurd to you, but you have to carry on and mind your own business. All I can say is, do not sell your Bitcoin.
As of today, the New 9 has added 8,486 BTC, now sitting at a total of 133,767 BTC in AUM.
Another 6,261 BTC are added to the New 9. They’re now sitting on 125,209 BTC.
Another 10,618 BTC are added to the Bitcoin ETFs. They’re now sitting on 119,200 BTC. Just matter of time they surpass MicroStrategy’s stack.