In this time of shakedown, I want to share my 10 rules for Bitcoin. The principle is treating Bitcoin like land in cyberspace. Just like you don’t flip property or gold every now and then, the same principle should apply to a harder and more liquid asset like Bitcoin. 1. Bitcoin is strategic and not speculative Treat it as long-term reserve capital, not a trading position. It sits in the “hard asset” bucket of my balance sheet, not in the “investment ideas” bucket. 2. Adopt a multi-decade time horizon Like real estate property or even gold, value is realised in cycles. Checking thr price 10+ time a day doesn’t cut it. The minimum mindset is 10+ years, ideally multi generational. 3. Secure it just like I secure physical property. I self custody. Have a succession plan in place and well documented recovery. 4. Avoid leverage I have learned this the hard way with property. And we’ve seen over and over how leveral on bitcoin can wipe out your wealth in hours. 5. Measure in Bitcoin, not Fiat No mattet the price, my bitcoin number will always go up. Everything else is measured against bitcoin. 6. Automate accumulation I increase the automated buys in weak markwts and decrease during extreme greed. 7. Hold through volatility I avoid checking the faily fluctuations and price (as hard as it can be some times). Imagine checking daily or even monthly the price of an apartment. We shouldn’t be treating Bitcoin any different. 8. Integrate it into a hard asset strategy This makes all the difference. Unlike land, art, jewelry, gold, property, productive equity, Bitcoin is borderless, perfectly liquid, with zero storage cost. Bitcoin sits on top in terms of “investment” priority. I treat it as such whenever I have spare capital. 9. Don’t chase yield but use it as protection against a system risk Most will dosagree but in my opinion yield chase is a corrupt DeFi gimmick. Bitcoin YoY 30% expected growth is my safe heaven. 10. Build infrastructure around it like I would for property Property requires insurance, legal structuring, tax strategy, estate planning, etc. etc. For Bitcoin I have defined the ownership structure, understood tax treatment, built reporting system and treat it as a personal treasury rather than a mere investment product.

Benner Cycle × Bitcoin 2025–26 → bull peak (HODL and DCA) 2027–32 → hard times (BUY) 2033–34 → bull peak (HODL and DCA) 2035 → panic (crash) - BUY BUY BUY

UK police make over 30 arrests daily for offensive online messages, totaling around 12,000 in 2023. Concerning…

“In a world where machines predict everything, only proof-of-work proves anything.” Dorian Vey

Amazon.com

Amazon.com

Everyone’s chasing ‘passive income’ like it’s some secret hack. Rental properties, dropshipping, YouTube channels… none of it is truly passive. Bitcoin is. It compounds quietly, 24/7, without tenants, algorithms, or ad revenue. The sooner people realise this, the freer they’ll be.

When people tell me the can’t afford to buy a house they have all my sympathy. When the same people complain about the price of Bitcoin, I realise they just want to excuse themselves rather than build wealth.

Bitcoin adoption: the past 48 hours in focus The last two days have been rich with developments that push Bitcoin further into the corporate and national mainstream. On 21 August, Hong Kong-listed DDC Enterprise added another 100 BTC to its treasury at an average price of just over USD 104,000, bringing its total holdings to 688 BTC. The purchase may appear modest compared with the larger treasury players, but it underscores a steady corporate pattern: disciplined accumulation at strategic levels rather than headline-grabbing bets. A day later, adoption momentum accelerated across Asia. AsiaStrategy, newly rebranded from Top Win International and listed on Nasdaq, announced it will begin accepting Bitcoin payments for luxury watch purchases. The move signals how retail and lifestyle brands are warming to Bitcoin not only as an asset but also as a payment rail that aligns with their global customer base. In Hong Kong, Ming Shing Group Holdings made a bolder statement, entering into an agreement to purchase 4,250 BTC—roughly USD 483 million at recent prices. This represents one of the larger institutional-scale acquisitions seen in the region, a sign that corporate demand in Asia is stepping up. National initiatives are also coming into sharper focus. Thailand launched its TouristDigiPay pilot, an 18-month programme that enables foreign visitors to convert digital assets into baht through regulated e-wallets and QR payments. The scheme is designed to channel an estimated USD 15 billion in tourism revenue back into the economy without requiring local merchants to handle crypto directly. Perhaps the most striking report comes from the Philippines, where the central bank is said to be preparing to integrate up to 10,000 BTC—valued around USD 500 million—into its foreign reserves. If confirmed, this would mark a significant moment in sovereign adoption, moving Bitcoin from corporate balance sheets into the sphere of national monetary strategy. Together, these moves reflect a diverse pattern: corporate treasuries continuing to stack, retail brands experimenting with acceptance, institutional players in Asia making large-scale commitments, and governments exploring Bitcoin’s role at a national level. The pace of adoption may not always make global headlines, but the trend is unmistakable.

After trying this coffee in South Italy for 1.2 eur I decided I will never pay for another coffee anywhere else. I can still sense the taste of coffee after two hours.

One day, someone may ask you, “Where do you live?”
And your answer may not be a country. It may be a block height. A public key. A signed message. You may simply say, “I live in the sovereign space. In the ghost layer. In the code that does not lie.”
And that answer will make you free.

Tokenised gold ≠ Bitcoin. A gold token is just an IOU for metal in someone else’s vault, with counterparty risk, seizure risk, and no self-custody. Bitcoin is bearer, borderless, and final. You can’t “eat its lunch” when you still need permission to touch your food.

Tokenised gold ≠ Bitcoin. A gold token is just an IOU for metal in someone else’s vault, with counterparty risk, seizure risk, and no self-custody. Bitcoin is bearer, borderless, and final. You can’t “eat its lunch” when you still need permission to touch your food.

You can copy Bitcoin’s code, but not its launch, trustless decentralisation, or 15 years of unbroken security. Money is a network, not just a protocol. The market has already chosen its Schelling point, and you can’t fork history.

The kind of press release brands are “forced” to do nowadays.

The UK’s Online Safety Act isn’t about porn. It’s about power. Under the guise of “protecting children,” the law pushes platforms to verify users’ ages wiyh a governement ID, and in doing so, kills anonymous political speech. Can’t prove you’re over 18? You’ll be locked out of “sensitive” content, which increasingly means protest footage, war coverage, anti-state dissent, and anything inconvenient to power. This isn’t censorship with jackboots. It’s algorithmic invisibility. You’re not silenced, you’re shadowed. No Governement ID, no full access. No face scan, no political truth. This isn’t about safety. It’s about building a compliant digital citizen. One who sees what they’re told. And nothing else. #Nostr #FreeSpeech #OnlineSafetyAct #UKcensorship #DigitalID #PrivacyMatters

$STRC is doing something unprecedented in financial history. Not everyone understands it yet. I call it Bitqualisation (Sound Money-Backed Capital Formation). Why? Because for the first time ever, a public company is building a multi-layered capital structure backed directly by Bitcoin—not through traditional debt, not through fiat financing, but through a new class of instruments. $STRD, $STRK, and now $STRC are all steps in that direction. But $STRC goes further—allowing investors to subscribe using Bitcoin itself. Let me make it clear: → No fiat loans → No credit liabilities → No equity sold up front → No monetary expansion Just Bitcoin on the balance sheet, structured into capital. Not by selling it. Not by rehypothecating it. But by unlocking its value—natively. Strategy was the first to pivot its reserves into Bitcoin. $STRC is the first to use Bitcoin as a foundation to raise capital—without touching the credit system. No precedent in gold. No precedent in sovereign finance. No precedent in fiat history. This isn’t banking. This isn’t debt. This is bitqualisation—Bitcoin-backed capital structuring with no new money created. Most won’t get it. But they will.

You don’t sell Bitcoin in the age of AI. You accumulate it. As AI accelerates productivity and automates away inefficiencies, the only thing governments can inflate is the money supply. Fiat will lose purchasing power. Fast. Bitcoin is the digital anchor in a world of exponential change.
AI is speed. Bitcoin is stability. If the UK is serious about competing in the AI century, it shouldn’t be selling Bitcoin. It should be securing it, alongside compute, energy, and talent, as part of a sovereign tech stack. Don't sell the asset that makes sense when everything else stops making sense.

2045. No banks. No borders. No permission needed. Your wallet holds energy. Your home runs itself. Your kids build freely on open networks. Bitcoin anchors it all. We didn’t fix the old world, we replaced it.

This paper going vital on social media. Here’s my take based on Austrian economics theories. The paper by Thomas Lys argues that Bitcoin has no intrinsic value because it generates no future cash flows. It applies a traditional discounted cash flow (DCF) valuation model and concludes that Bitcoin’s value is zero, or at best highly speculative. He’s not alone. Many out there argue the same. Hell my wife did so as well until a few months ago. “Bitcoin has no intrinsic value.” This claim misunderstands what Bitcoin is. Bitcoin isn’t a stock. It doesn’t produce cash flows. But neither does gold. Neither does fiat. Neither does land you don’t rent out. You don’t apply a DCF model to money. That’s a category error. Bitcoin isn’t an investment security. It’s a monetary asset, a store of value, a medium of exchange, and (increasingly) a unit of account. It’s valuable because it serves these roles better than fiat: • Scarce (21M) • Portable (instant, global) • Divisible (sats) • Verifiable (trustless) • Durable (on-chain forever) • Resistant to seizure and censorship He wouldn’t say gold is worthless because it doesn’t pay dividends. Same with Bitcoin. Its value comes from its monetary utility, not yield. This is the monetisation of a monetary good, not a “bubble”. If you think value = cash flow, you’ve already missed the point.

The madness

Elon Musk launching the America Party isn’t just US theatre, it’s a signal. When tech billionaires start shaping fiscal narratives while Washington prints $37T “emergency” packages, Europeans should ask: who’s safeguarding monetary sanity on this side of the Atlantic? This isn’t just about politics. It’s about where capital trust migrates next.