Default avatar
zutoshi
npub1pqg9...6vum
zutoshi 1 year ago
”You're about to witness something no human in history has ever seen before. What happens when near-infinite demand meets a finite good? Bitcoin is humanity's first finite store of value. No matter how much demand there is for it, you cannot create more. The only way to satisfy demand is to increase the price to levels that convince people to sell. But it gets MUCH harder to convince people to sell when major nation states start stacking. Or when it becomes possible to reliably borrow against your Bitcoin through institutions like Cantor Fitzgerald. Or hedge your stack via reputable options markets. All of this could be reality within the next 6 months. We are on the cusp of a new era for Bitcoin. Trump ran on the promise of establishing a Strategic Bitcoin Reserve. And there are multiple people within the government that want the United States to acquire a dominant Bitcoin position as a counter to the BRICS stacking gold. Trump has openly discussed using Bitcoin as a way to escape the $36 Trillion mountain of debt. Two things are certain: 1. If the US starts stacking, every other country will be forced to follow. 2. When that happens, all of the price models and chart squiggles in the world are suddenly irrelevant The gold market cap of ~$17.5 Trillion is an obvious target. $850K per coin. But that's merely a waypoint on a much bigger journey. Why? Because Bitcoin serves the same purpose that gold served for thousands of years... But it's vastly superior in so many ways. The iPhone and a rotary phone are both technically a phone, right? But the iPhone is clearly far more valuable in today's world. Similarly, Bitcoin and gold are both technically hard money stores of value. But one is native to the digital world, finite, and can be sent across the world at the speed of light. While the other one inflates at ~2% per year, needs to be melted down to be verified, and requires a plane to get across the world. Gold isn't an enemy of Bitcoin. It's a precursor to Bitcoin. Nation states ditching sovereign debt in favor of gold is proof that the world needs a non-sovereign store of value. All you have to do next is look at the trajectory of Bitcoin to see where this is headed. Everything is setup for Bitcoin to emerge as the premier store of value for individuals, corporations, nation states, pension funds, and literally anyone else that needs to store value. So you might want to get a little while it's still below $0.5M a coin.”
zutoshi 1 year ago
A #Bitcoin  ETF is a new beginning of #Bitcoin ’s journey as a store of value asset. An Ethereum ETF is the ending of Ethereum’s story as a Utility. ETF’s are not positive for all assets
zutoshi 1 year ago
“每个人都有仅属于自己的时区 别被别人干扰 此篇,送给正处于迷茫焦虑的你 大概是10年前,一位高人无意间跟我说了这样一句话,这句话之后彻底的改变了我为人处事的方式。 他说其实大多数人痛苦的根源都在于一直在被社会的标准所绑架,就这么一句很普通的话。 很多人可能不能理解。 不信的话你可以试想一下 如果说你这辈子不谈恋爱不结婚不买房不生孩子不内卷,那么你真正会遇到的困难是什么? 真正阻止你做自己想做的事的主要问题并不是没钱,真正困难的是害怕周围人对你的评价,就像学生担心考试考不好,考不好就考不好,考不好大不了下次再考。 事实上,她害怕的并不是考不好,她怕的是老师家长的失望和批评。 很多人都害怕去做自己想做的事儿,因为他想做的事可能会让其他人不满意。 你害怕的事多了,自然就活得累了。 造成这种现象的主要原因是儒家文化。 在儒家文化中,人不是为自己而活的,而是为父母为家人为社会而活的,甚至可以说,人是为自己的社会评价而活的。 - 人生没有定式,你不用和别人一样。 你要做的,就是按照自己的节奏,活出自己喜欢的样子。 计每个人都有自己的时区,每朵花都有自己的花期 世界是一个花园,花园里面有很多植物,我把自己比喻成一个仙人掌。在极寒极冷的条件里面去生长,在这样一个生长的情况下,也开出一朵小小的花在脑袋上。 每个人的花期不同,有的开的早,有的还需要等待,有的已经在路上,所以不必焦虑、不必羨慕。 大在每个人的成长时区里,我们需要超越的从来都不是同行的普通人,而是一个个标注成长的过往节点,是曾经的自己。人生要有节奏,但不是每个人的节奏都是一样的,也正是因为节奏不一样,世界才是多姿多彩的,如果大家都一样那该多无趣。 按照自己的生活节奏来就好了,生活就是通过时间一点点去感受努力带来的满足,生活所给你带来的经历才是你一点点积累的宝藏。 人生的每一件事都取决于我们自己的时间。 耐心一点,别让任何人打乱你的人生节奏。” -
zutoshi 1 year ago
”看来不少人在btc 70k 的时候重仓了alt,大概是算计着山寨季要来了吧,这批人估计要痛苦一阵子了 假设fed维持利率不变。山寨季的真正来临至少要等到btc 涨到12w 以上,如果fed 今年宽松,可能到Q4 能回本 那几个屈指可数能操控市场的大玩家们,现在不是急着洗钱出货,就是仓位都在stake 里面,要不就是被铁拳锤的无心炒币只想上岸 我估计fed今年降利率的可能性不大,再升到几个点也不是不可能,外部的买力除了🇺🇸的比特币etf ,其他的也不要太奢望了 总之,不乐观,不悲观,做好防守”
zutoshi 1 year ago
“香港的比特币以太坊现货etf,尤其eth etf,最最主要的作用是给上海和香港那几个资本加上背后操盘大哥(以前写过)出货洗钱用的 因为接受eth 直接换成份额,所以合规资金出来很简单…. 怎么港,所以我并不觉得香港现货etf是什么利好,香港早就不是以前那个香港了,自己的股市连点流动性都没有,龙头腾讯都那个鸟样,投资环境可想而知”
zutoshi 1 year ago
“All #Bitcoin  ETF outflows will eventually become inflows. Plan accordingly.”