friday 🍺

office hours 🎣

imagine a catastrophic event a few thousands yrs ago nearly wiped out humanity. a small group with advanced technology and preserved knowledge escaped beneath the oceans and continued evolving while the survivors on the surface were forced to start over from scratch. over countless generations and continued evolution, the underwater civilization became more advanced, more adapted to their environment and eventually so different from us that they would seem alien. meanwhile, surface humanity rebuilt from primitive caveman, unaware that another branch of our own had continued its technological and evolutionary journey uninterrupted. if such advanced branch of humanity existed today, would they reveal themselves to us? or would they view us the same way we view isolated tribes like those on north sentinel. great to observe but best left undisturbed.

paper bitcoin is a thing just like paper gold was a thing. when enough people demand delivery and self custody, the illusion has nowhere to hide. education remains the single most important bottleneck. 99.99% of the global population is still unaware of bitcoin’s unique self custody properties and how removing coins from intermediaries fundamentally changes the supply and demand dynamics.

sunset.

office hours 🎣

the zcash exploit is fundamentally unfixable and there's no reliable way to know how many adversaries and insiders abused it, how much was minted or how long it went unnoticed. the scam had to end one way or another.

yet again, 4-yr cycle is winning.

talk about bitcoin backed loans.

dude bought over 800k btc and did a concept micro sell trade to check a box for the upcoming s&p 500 inclusion. now he's getting lynched for it.

let me change the topic a bit. if btc continues to have 20-30% cagr with 60-70% drawdowns, we won’t be able to convince big money to go all in. some of you might say, well we don’t want big money and my answer is if you want parity with gold, you need big money. now the problem is the 4 yr cycle. ‘cause some btc criminals with huge holdings, known as bitcoin ogs, act together to sell and buy together. they’re famously the creators and practitioners of the 4 yr cycle. my hope is big money goes all in somehow someday and these bastards are never able to get back in.

primol vs domos 🔪

#foodstr 🍷

sunday 🍺

whether you like it or not, in a bull market, strc and sata are going to create liquidity on a scale this market hasn’t seen before. just this week, sata alone ended with $164m in liquidity. and yes that’s very good for bitcoin. everyone is simply acting in their own best interest. corporations are doing what they believe is best for their shareholders, just like individual bitcoiners do what they think is best for their families. so stop the hate. pls!

you thought you were using ai efficiently. bro out here selling side dump buckets on fb marketplace faster than your average ai automation consultant closes a zoom call. 😭

2 or 3 more yrs until ai slop gets eliminated substantially. until then, a lot of good looking but terrible ai slop will pretend to be good software.

quantum grifters obsess over a bitcoin vulnerability that absolutely doesn’t exist but stay quiet about the low security defi protocols ai is already exploiting in real time.

looks like someone just nuked 107 btc into a burn address. thank you for your service.

office hours. 🎣