Anyone else out here catching falling knives?
ryanjordan
ryanjordan@primal.net
npub16yv7...cny6
GP at VAM | Regen Capitalist
“I’d be in the Olympics if I wasn’t running strike.” @jack mallers
Baller 🤣
🚨There is a high probability we’re about to lose $900 billion in the total “crypto market.”
I’m not sure what news catalyst is coming. But this could be massive. 🚨
Prepare for newbie rage quitters and if you have new bitcoin friends reach out to them haha
The rug pulls of 2025
Trump coin
Melania Coin
Hawk Tuah coin
Milei Libra coin
Dave Portnoy coin
This is the withdrawal season.
They won’t learn their lesson but this is still good for bitcoin!
Great sit down with @preston and @Joe Burnett
MSTR hasn’t bought a single sat in 9 days!
Here’s your chance ANON, to make up some ground.
Take it! It’s yours. #bitcoin 

As we transition into this new world, companies won’t care if kids go to college.
In the same way NBA teams didn’t care if Lebron James or Kobe Bryant went to college.
Talent and skills will be recruited regardless.
40% of Gen Zers say the authors of the Constitution were “villains.”
In 1776…..
James Monroe age 18
Alexander Hamilton age 21
James Madison age 25
America’s founders were the Gen Zen of their day and they started a country.
The more indexes that Strategy is added to, the more passive flows it attracts, forcing indexes to purchase shares regardless of the price.
The more passive flows Strategy attracts, the higher its share price, the more capital it can raise, the more Bitcoin it can buy, the more the price of Bitcoin increases, the bigger its market cap, the bigger the weighting in indexes, the more passive flows it attracts, creating a flywheel effect.
“I don’t think Saylor is speculative attacking the dollar…he’s speculative attacking the U.S. stock market & passive income flows…he’s about to make it into the S&P 500 where he can perform the vampire attack of all vampire attacks...” — @HODL
Eggs are up +142% since September!
That’s the real inflation rate 😂


12 year BTC & $MSTR CAGR Hypothetical
Scenario 1:
Bitcoin at 25% CAGR = Mkt Cap of $28 Trillion ($1.33M per BTC)
MSTR at 1.5x (37.5% CAGR) - Mkt Cap of $3.7 Trillion ($12,783 per MSTR share)
Here's the kicker, BTC's past 5 year CAGR is 63.5%
Scenario 2:
BTC at 50% CAR = Mkt Cap of $246 Trillion ($11.7M per BTC)
SMSTR at 75% CAGR = Mkt Cap of $68 Trillion
($234,937 per MSTR share)
Obviously dilution would impact $MSTR share price
Assuming ZERO additional BTC buys, $MSTR's assets ALONE would be worth:
Scenario 1: $637 Billion
Scenario 2: $5.6 Trillion
What is a company that owns $5.6 Trillion of assets worth?....
I'm nọt going to be THAT GUY that "sold AAPL in 2003 for 33 cents"
-Jeff Walton
“You can be the best business person in the world and a genius in every respect, but if the economic system around collapses it was all for nought.”
— Michael Saylor
Stay humble stack sats #bitcoin
Bitcoin “tops” are relative, in the same way value is subjective.
If someone is 65 hyperbitcoinization is irrelevant.
Similarly in the same this next local top for the 24 year old who just started stacking is meaningless.
We all have our bitcoin tops.
We all have different time preferences.
Omega candles are loading… unfortunately it’s through a dial up connection!

“I’m hoping it (bitcoin) will bust, because if it doesn’t, we have to start all over with monetary theory.”
Bitcoin has to burst because if it doesn’t Fama has to come to the reality his entire life was wasted on “monetary theory.”
The cope bro


Decrypt
Nobel Laureate Thinks Bitcoin Is Going to Zero - Decrypt
Nobel laureate Eugene Fama thinks Bitcoin is going to zero. But "if it doesn't, we have to start all over with monetary theory," he said.
You either win or you learn.
Fun fact: Solana (garbage blockchain) now earns 3 times as ETH in fees and has 10 times the “user base.”
Additionally the ETH market cap is still at $331 billion
The problem is the people are regarded.
Any engineers out there that would like to start building these? Let me know!
CURRENT CONCEPTS
The #Bitcoin Bike:
A sleek, stationary bike with a built-in generator and mining hardware. The more you pedal, the more coins you earn. Perfect for home gyms and fitness tech enthusiasts.
The Treadmill Miner:
Capture energy from both walking and running. The display could show real-time stats: distance, calories, and satoshis earned.
The difference between a million and billion often gets overlooked.
1 millions seconds = 11 days
1 billion seconds = 31 years!