We’re not going to get to $58k, are we? This cycle continues to disappoint.

Maybe the bitcoin treasury companies should stop taunting short sellers to “short sell them”…hasn’t worked out for them so far.

It's bad out there guys. 4 & 5 year HODL return and risk adjusted returns are absolutely in the toilet. Wall Street is undermining bitcoin's use case as a superior storer of value.

At least all the influencers went the Michael Saylor $100k party. How we feeling about that egofest these days, guys?

I wonder how all the bitcoin / crypto adjacent bros who lobbied the bitcoin community to support Trump feel about his first year nothing burger. A good reminder that politicians will never be our friend.

There aren’t anymore longs to liquidate…

Bitcoin podcasts have surprisingly little bitcoin talk these days.

In hindsight, it will be so obvious. They’re buying time for their banking bros to stack some sats.

Wall Street is trying to dump before it becomes clear that Trump’s BBB and eventual resolution of the Clarity Act signals it’s safe to invest in bitcoin (and crypto 🙄😖🤮) again. We make it to March 2nd and the 2nd consecutive PMI green candle, then 2026 is going to get a lot more fun. Until, hunker down and avoid the volleys. There is very little long leverage left. Liquidity comes from bad actors and scared retail hodlers.

Somewhere along the way, we - as bitcoiners - forgot to keep saying Game Theory. Feels apropos at this moment.

What’s the best open-source frontier LLM model?

19.98M bitty are in circulation. Adding 450 bitty / day. Feels like at some point, most of these will find diamond hands again. Only question is when. Hopefully soon.

Genuinely curious what the heck is happening…all pain aside.

Middle East coming in to save the day? Gotta love benevolent dictatorships.

See what happens when number doesn’t go up?

Here’s the cool thing about bitcoin. We can audit it. So if you’re a country accountable to your citizens or a company accountable to your shareholders and you hold bitcoin: post the addresses. Otherwise, the market’s going assumption should be that you’re full of shit and you hold nothing.