If you can buy btc sub 70k it’s a great deal I reckon

Who’s the SBF of this cycle?

I am yet to get a call from a concerned mate that I talked to about Bitcoin Maybe I will by the end of today Ie it’s not hit normie headlines yet Then it’s max pain

If we’re really going to max pain, we need to see: - Bitcoin treasury cos blow up (over-leveraged) - an exchange or 2 blow up (re-hypothecating altcoins) - an ETF blow up (illegally not 1-1)

Interesting observation of self: - I re-allocated as much capital as possible into Bitcoin in 2022 - by 2025 this had resulted in a “5 bagger” as investors would say - my average cost of coin means that even at these levels it’s over 3x - these are returns unheard of in traditional wealth management - I am incredibly grateful to now re-allocate into a home - but gosh it’s painful to sell knowing you “could have got more” - the allure of a future Bitcoin price far higher is difficult to ignore - I am spending too much time worrying about this - I am working on just enjoying the moment and going with the flow Why explain all this? Well we talking about the hurdle rate, the cost of capital, and how much higher it is on a Bitcoin standard Ooooft How true I am really feeling it now I want to retain as much Bitcoin as possible all the time I know that it remains the best risk/reward opportunity that exists But consider what this means? As more people come to this point, the decision making process for all capital allocation is so different The cost of getting it wrong just got so much higher All the money printing distorts Everything seems “cheap” Well no more The “free lunch” is over People will save more Invest much less And that’s a good thing The return of quality, of durability, of utility, will return to economic decision making, in place of speculation, volatility, and gigantic miss-allocation of capital Keep calm Carry on 🙏🏻

I am expecting 69/70k to be a level of huge support for Bitcoin Let’s see

I always enjoy seeing how people bring their different lens of the world and re-apply it to Bitcoin Josh - latest episode now live

We live in a world in which nobody actually knows what the cost of capital should actually be Mad

What’s a better buy? - MSTR at $130 - BTC at $76k