Real wages up 12%. Money supply up 85%. Bitcoin wages down 99%. “Why Do I Work for Fiat?” — a look at what happens when time is measured in infinite money. 👇 View article →

Kinda like the old days

Did you panic sell or buy more?

Capital Flight: The Quiet Rotation Gold is in beast mode. Bitcoin is tracking higher, decoupling from stocks. At first glance, it looks like momentum — but under the surface, it’s something deeper: trust leaving the system. 1. Confidence Is Cracking Markets are questioning the foundations: • Fiscal deficits are exploding. • Central banks are cutting into persistent inflation. • Political noise and policy paralysis are growing. “Safe” paper — government bonds, fiat currencies — doesn’t feel safe anymore. 2. The Flow Shift Capital is rotating: • Out of overvalued equities and long-duration debt. • Into hard, neutral assets — gold, bitcoin, and real commodities. This is capital flight in slow motion. Not panic, just quiet repricing of trust. Central banks keep buying gold. Institutions are loading bitcoin ETFs. Retail is following the signal, not the narrative. 3. The Drivers The macro backdrop is perfectly aligned for a hard-asset bid: • Falling real yields. • Rising fiscal risk. • Geopolitical fragmentation. • Policy credibility erosion. • Fear of financial repression. These forces push capital away from promises that depend on others — and toward assets that stand on their own. 4. What the Market’s Saying Gold above $4,000 isn’t euphoria; it’s a message. Bitcoin trading with gold, not with tech, confirms the transition. Both are being repriced as outside money — independent of state balance sheets and corporate earnings. We’re watching the quiet migration from “inside” to “outside” money. A trust re-pricing in real time. Bottom Line This isn’t a bubble — it’s capital flight wrapped in calm. Paper promises are being sold. Hard money is being rediscovered. The train’s already moving, and it’s carrying trust with it.

Hold money that holds its meaning.

Bitcoin as the hurdle rate of the AI age In finance, the hurdle rate is the minimum return a project must clear to justify itself. In the AI age, the benchmark isn’t dollars or Treasuries — it’s Bitcoin. Capital, attention, compute — all have an opportunity cost. If your AI play doesn’t outperform BTC, you’d be better off just stacking sats. And here’s the kicker: once AIs begin managing portfolios, they’ll benchmark themselves the same way. Underperforming strategies (in BTC terms) get abandoned, and capital flows back into Bitcoin. That feedback loop is self-fulfilling: the more AI agents use BTC as the denominator, the more entrenched it becomes as the global hurdle rate. Bitcoin becomes the economic ground state of AI. AI/BTC is the ratio to watch.

my wife wants me to payoff some debt by selling some btc. I told her if she reads the bitcoin standard and the big print we'd talk about it.

Interesting thing is you can buy, sell, short, or even ignore ₿. It just doesn’t care.

Stablecoins and fiat are functionally similar — both extract value from holders without offering yield. Fiat does it through inflation; Stablecoins do it by earning interest on reserves and keeping the spread.

WAR (We Are Right): A phenomenon in which individuals or groups engage in discourse with the sole aim of asserting moral or intellectual dominance, often at the expense of truth, nuance, or mutual understanding.

My kids would ask me at some point; what is the meaning of life? I often would respond, I don’t know but you will find out.

What most high time preference people don’t get is that Sunday’s were made for smoked back ribs, beer and your best friend.

The waiting is the hardest part.

It’s ok to vote. Just don’t join a cult. The whole point of BTC is overreaching government.

Happy #bitcoin Halving Day! 🎉 Every 210,000 blocks, we're reminded of Satoshi's vision: that monetary policy should remain untampered with. Let's celebrate this cornerstone of blockchain technology by staying humble and stacking a few sats.

Today's thought 💡: To purchase #Bitcoin today, you'll need 93% more USD than you would have 5 years ago. In other words, in terms of Bitcoin, the USD has depreciated by 93% over the same period. The story is similar with the Euro. Meanwhile, gold has maintained a bit more stability, depreciating by 87%.

That creature from Jekyll has become quite clever. Keep your wits about you son and play the game! Remember, it's not about who wins or loses but how long you get to play.

don't surround yourself with yourself; move on back two squares.

The road to hell is paved with the bodies of religious righteousness. Stay humble and stack sats.

No one deserves the power of creating money for free that another man has to work for. Governments have abused this privilege to benefit the few at the expense of the most. Separate money and state.