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Notes by MDB | export

 The "kid analysts" will keep beating the hedge funds for the foreseeable future,

Stacking bitcoin like a savings account will be the greatest "investment" in the span of at least 20yrs. 
 Again,

80k Bitcoin

everyone is acting like it's normal.

I am truly impressed, honestly. 

100k is the threshold for starting to feel euphoric or even more...
https://m.primal.net/LzJr.jpg 
 Presidents are temporary. 

Bitcoin is forever. 
 Bitcoin has spent 16 years being the #1 asset to store your value in

This project is executing the greatest wealth transfer in global markets and no one is paying attention except 
Bitcoiners

It transfers value from high time-preference individuals to low time-preference individuals.

Gold parity is inevitable

One day, Bitcoin will even have a 100t marketcap

Never bet against bitcoin 
 54% of crypto investors are sitting on the sidelines! 🤯

Sorry to say this but this new class is pretty retarded...
https://m.primal.net/LmbS.jpg 
 71k 👀 
 I think this week will be wild with the mental gymnastic of politicians and others

I think it is a nice week to take a break from social media entirely😅 
 How do you ring the fire alarm on the internet?

Central banks are set to print over $2T, 

setting the dollar on a path toward hyperinflation.

So buy Bitcoin now.

the classic Balaji bitsignal 
 Bitcoin consumes more energy than some countries, 

A lot of people have critiqued bitcoin for the energy consumption it needed to create the best store of value.

At one point, everyone was attacking Bitcoin for its energy consumption. 

It even led Tesla to instantly halt their involvement, costing them billions.

Now people are going deep into attacking artificial intelligence for the energy consumption, 

The truth is energy consumption is key for any meaningful creation. 

If we want to build a better future, we must create new tech and new innovations. 

This will take energy.  

A LOT OF ENERGY

We shouldn't criticize energy consumption, but rather celebrate it. 

We are making progress. We are improving. 

Energy consumption is a sign of development. 

We need energy. 

So let's figure out how to produce more energy at lower costs. 

Bet on human ingenuity, rather than advocate for a return to the antiquated world of less energy consumption and less progress. 

Those that encourage energy consumption will be on the right side of history.

Every. Single. Time. 
 Millions of plebs around the world have been outperforming every hedge fund on Wall Street for over a decade simply by holding Bitcoin.

Welcome to the new world. 
 Right now, 

the most important thing you can do is learn as much as possible. 

Every hour you invest today will be one of the best decisions you’ll make. 

The world is changing fast,
                                                                            
either adapt or get left behind. 

Don’t be the person who regrets not acting when they had the chance. 

Knowledge is right in front of you. 

Open your eyes and take action.

Everything we know will be disrupted. 

Don’t underestimate how massive this shift is going to be. 

Those who bet against it will lose, while new legends will rise by embracing the future.

What drives more significant change: reactionary responses, dualistic thinking, or hope? 
 +60% of all bitcoin in circulation has not moved in the last year

Holders rode the asset from $69k down to $15k and back up to $68k.

We continue to see the reliance of this asset dominate at a global stage. 

Incredible.
https://m.primal.net/LYyT.png 
 Again,

68k Bitcoin

everyone is acting like it's normal.

How did sixty-eight thousand United States dollars per Bitcoin become so boring?!

I am truly impressed, honestly.
https://m.primal.net/LYLB.jpg 
 exactly 🤣

or 250k 
 noup been here since 2018 

why? 
 ‼️ Buy Bitcoin as if your life depended on it...

Because it does, 

We’ve just been blessed with more time to stack,

Bitcoin is like 10 revolutions combined into 1. 
 Appreciate it! 🤝 
 Throughout history, 
                                                                                              
we’ve seen countries turn to war, believing that strength and weapons are the only ways to keep peace. 

But wars leave scars that don’t heal families broken, homes destroyed, futures stolen. 

After so much loss, true peace still feels far away.

Now, imagine a different way. 

Bitcoin offers a new path, one that protects without the need for soldiers or battles. 

Instead of guns and bombs, it uses energy and computation to secure property and freedom. 

It’s a digital shield, keeping value safe across borders, without a single shot fired.

For those tired of the endless cycle of conflict, 

Bitcoin is a light of hope. 

It shows us that real strength isn’t in our power to destroy but in our ability to protect what matters, peacefully. 

In a world weary from wars, Bitcoin is a promise that a new, safer future is possible. 

It reminds us that peace and security can come without the cost of lives lost, a hope for a better tomorrow. 
 Once we get past the $100,000 mark,

things will really take off.

What we’re seeing now is just short-term price swings as big players try to buy in.

Just keep buying Bitcoin and stay calm.

Gold parity is the floor. 
 The stock market operates like a casino, where every asset traded is speculative.

Suits are betting on the outcomes of future events that no one can truly predict.

NO ONE. 

Dressing it up as ‘investing’ with a suit and tie doesn’t alter that reality.

Save in Bitcoin 
 The big Q moving forward is “Which global superpower adopts Bitcoin the most?” 
 We are entering a new age,

the unknown.

A lot of uncertainty is ahead.

Bitcoin seems like one of the most certain options in the world.

What other sector, asset, or industry can come close to predicting what might happen? 
 Agree! 

But energy sector is extremely vague, 

how can you even predict?

thermo, nuclear, fossil, classic, solar, etc etc etc, unknown. 
 Bitcoin vs USD in purchasing power

New BlackRock slides. 
https://m.primal.net/LLbX.jpg 
 Bitcoin is a massive chess game. 
https://m.primal.net/LJFz.jpg 
 Liquidity incoming
https://m.primal.net/LHKA.jpg 
 Truly amazing to be alive here in this place of history. 

So awesome to witness! 

#Bitcoin is the best way to plan ahead.
https://m.primal.net/LHCd.jpg 
 These days, I spend a lot of time thinking about what the world will look like after the "singularity."

The idea of the singularity and a future where AI and robots automate most tasks suggests that one day, 

AI might become smarter than humans. Some say already. 

This could lead to fast, unpredictable changes that transform society, the economy, and human life in ways we can't predict. 

Some people imagine a future with more freedom and less work, while others worry about job losses, inequality, and losing control over AI. 

In the end, it's hard to say if these changes will be good or bad,

it all depends on how we handle and govern these technologies. 

Alignment to human longevity is necessary. 

that has been one of my conclusions so far. 

How are you thinking about this? 
 The world is rapidly entering an "exponential age" characterized by the convergence of macroeconomic shifts, technological advancements, and the rise of AI and robotics, fundamentally transforming society, economics, and markets. 

The existing systems of finance, productivity, and business are being disrupted by AI-driven knowledge and automation, which could exponentially boost productivity but may not equitably benefit individuals. 

As technological change accelerates, traditional economic frameworks will struggle to keep pace, creating a window of opportunity, to invest strategically and prepare for a future where AI and technology redefine value, business models, and societal roles in unprecedented ways.

Bitcoin is my best bet. What do you think? 
 no it doesn't because it's based on fundamentals of the past (see Adam Smith). It's just digital ... 
 steps to full adoption. 

that is how money works

we have never seen this kind of tech and humans dont know how to interact with it

also, you a bot? 
 Bitcoin represents not just a shift in wealth but a fundamental change in how we perceive and interact with money. 
 all individuals are entitled to financial sovereignty.
https://m.primal.net/LEJA.jpg 
 Huge start!

a new study reports the first ever successful transplant of stem cell-derived insulin-producing cells for type 1 diabetes. 
the patient became insulin-independent just 75 days after transplantation and has maintained this for over a year
https://m.primal.net/LEFD.jpg 
 Bitcoin is the last safe haven available, a life raft, if you will. 

I have never felt more bullish on Bitcoin than right now. 
 #BTC is Four of a Kind on steroids, 
 The "Singularity" will make today’s technology look like scriptures. 

We’re about to leap into the unknown.

The progress of human civilization demands a massive increase in energy consumption.

Innovative capitalists driving technological advancements will inevitably face this challenge and be motivated to solve it.

One way or another, we will enter the nuclear age.

save in bitcoin 
 In uncertain times, people gravitate toward security and trust. 
 Could this be happening? For example with an institution like BlackRock?

Controlling Bitcoin Price within a Range Using Spot ETFs & Options?

1. Spot ETFs:

   - Buy to raise price: Accumulate Bitcoin in the ETF to reduce market supply and drive up prices.
   - Sell to lower price: Distribute Bitcoin to increase supply and put downward pressure on prices.
   - Issuance/redemption: Redeem ETF shares to remove Bitcoin from circulation (raising prices) or issue more shares to add supply (lowering prices).

2. Options:

   - Call options to push price up: Buy deep in-the-money calls, forcing market makers to buy Bitcoin to hedge, creating upward pressure.
   - Put options to push price down: Buy deep in-the-money puts, forcing market makers to sell Bitcoin to hedge, driving the price down.
   - Short calls/puts: Selling calls adds downward pressure, while selling puts adds upward pressure.

3. Maintaining price range:

   - Upper limit: Near the upper limit, sell Bitcoin from the ETF and buy puts or sell calls to prevent further price rise.
   - Lower limit: Near the lower limit, buy Bitcoin in the ETF and buy calls or sell puts to push the price up.

4. Market sentiment: Large options trades influence market sentiment, driving participants to follow your price direction.

5. Hedging and rollovers: Continuously roll over options contracts and hedge positions to sustain control over the price range. 
 Bitcoin’s Global Narrative

Right now, 

Bitcoin’s "Gold 2.0" narrative is the main driver pushing the entire crypto space forward.

It’s the central focus, drawing more attention and increasing demand.

Bitcoin was built for this moment.

It’s now easier than ever to understand and buy from many platforms.

What happens when Bitcoin ownership jumps from 0.01% of the world to 1%?
https://m.primal.net/Kwqr.jpg 
 We're stepping into an unusual era. 

It's important to focus on foundational first principles thinking, Bitcoin, and core values. 

As a species, 

we're shifting from certainty to uncertainty. 

This transition is so overwhelming, so unsettling, that nearly everyone tries to handle it by clinging to what they already know. 

They flood the space with predictions, theories, and a false sense of assurance.

Only time will tell. we are in for a bumpy ride.

amazing times ahead. 
 As chaotic as the world may seem right now, this is merely the calm before the storm. 

We are literally entering a new age in every sector you can imagine. 

Amazing times lie ahead. 
 Easiest thesis in this "space",

Bitcoin is set to be the top choice for saving value in USA with growing social/legal/economic, 

eth, sol and similar networks will be considered private style companies because of their centralized nature,

Memecoins = casino with narratives. 
 Bitcoin is winning

"Science" can't change the world on its own. 

The world needs to be willing to change. 

And it takes leaders. 

Leaders who are willing to chip away at the obstacles, cut through the noise, and play the game. 

And win the game. 
 Nostr should put a couple of sats on every action. 

Is this even possible? 
 Bitcoin is about building a strong foundation + always looking forward to the future.
                                                                  
hope is what drives us to keep going, even when the road feels impossible.

hope is the belief that no matter how tough things get, there’s a brighter tomorrow waiting.

hope is btc, because it represents progress, the promise of a better world, where problems we face today can be solved with innovation and vision.

Bitcoin is the spark that ignites our belief in a future where life is easier, smarter, and more connected than ever before.

hope is the reason we trust in the unknown and embrace what’s next.
https://m.primal.net/KXMk.jpg 
 "Success is the ability to go from one failure to another with no loss of enthusiasm."

-Winston Churchill 
 Bitcoin is the ultimate driver of energy innovation
 
At the heart of human progress is one simple truth: 

we need more energy to thrive. 

It’s not just a desire; it’s a necessity. 

Energy is the key to everything we want for the future, 

greater innovation, stronger economies, and a better life for everyone.

Bitcoin pushes us to embrace this truth. 

Its design demands more energy, and in doing so, it drives us to find better, cleaner, and more efficient ways to produce it. 

Bitcoin forces us to move forward. 

The more energy we harness, the more breakthroughs we unlock, lifting all of humanity to new heights. 

This isn’t just about making money, 

it’s about advancing as a species.

We need more energy. We need more Bitcoin. 

Our future depends on it. 

A future where energy is abundant, where technological progress knows no limits, and where we are all united in building something greater. 

Bitcoin gives us the incentive to come together, to push harder, and to create a world where energy isn’t a constraint but a source of power that drives us forward.

The path is clear: 

more energy, more innovation, more unity. 

Our future depends on it.
https://m.primal.net/KrzL.jpg 
 How to transfer $10M worth of assets across borders:

Let’s consider the options.

1/ Gold is heavy.

$10 million in gold (~327 pounds),  

can be transported via couriers or stored in vaults,  

but demands extensive security and faces customs scrutiny.

2/ Silver is bulky and impractical  

$10 million in silver (~25,000 pounds),  

can be transferred using certificates or custodial services,  

but its bulk makes physical transport nearly impossible compared to gold.

3/ Diamonds are lightweight and portable  

$10 million in diamonds (20-30 stones),  

can be carried or couriered discreetly,  

though it requires expertise for verification and its value is subjective.

4/ Fine art is valuable but needs documentation  

$10 million in a single painting,  

can be securely transported through specialized shippers,  

but requires proof of authenticity and may involve legal or tax complications.

5/ Luxury watches are compact and valuable  

$10 million in high-end watches (10-100 pieces),  

can be carried or shipped,  

though they need certificates and may face customs checks.

6/ Bitcoin

12/24 words in your mind,

Transfer from $10 million to $1 billion, anywhere, with zero physical limitations.  

Probably nothing... 
 With the election on the horizon,

prepare for X to become even more chaotic as nation-states scramble to distort your perception.

Nostr has been a refreshing alternative.

Now is the perfect moment to step back, avoid the emotionally charged narratives designed to steer you away from your best interests.

Always focus on studying Bitcoin and think critically from first principles. 
 Bitcoin will become the foundation of a new global financial order, 

Nations will compete to mine and accumulate Bitcoin as their only hedge against total financial “collapse.”

In this new era, 

Bitcoiners will be the architects of a decentralized world where money, power, and information are no longer controlled by centralized entities but by the individual, 

marking the ultimate victory of freedom over tyranny. 

The chaos we see now is just the birth pangs of this inevitable transformation.

Embrace the chaos, for it is the sign of Bitcoin’s ascension. 
 LESS THAN 200 YEARS AGO OVER 400K PEOPLE WALKED ACROSS AMERICA TO BUILD A BETTER LIFE BUT YOU THI... 
 🎯 
 After studying everything that I have studied, my conclusion about #Bitcoin always ends the same: 

#BTC is the single greatest technological invention of our lifetime.

Hear me out, 

It's a decentralized, peer-to-peer electronic cash system, first adopted by individuals with internet connections.

The ramifications of this innovation are hard to imagine and put in to words; it literally changes everything.

#Bitcoin is the single most resilient technology in the world.

Humans have never built a stronger, more secure computing network.

We have never seen a decentralized, open-source software project grow so big and so fast.

I believe there will only be 1 globally adopted digital store of value, and my answer is #Bitcoin.

Everything else in the crypto "industry" is attempting to be a company, an app, or a "cover" on the fiat system.

Bitcoin is the true 0-to-1 innovation.

What is your conclusion? 🤔
https://m.primal.net/Koax.jpg 
 What inspires you about the future? 🤔

For example,

For me, it is the union of #Bitcoin, AI, and Longevity.

We are reaching a point where we could literally, simultaneously

1. Fight the monopoly of money,

2. Challenge the presumed inevitability of “death.”

3. Wage war against any monopoly in any sector using AI.

Amazing times ahead.

Prepare accordingly, study immensely,

Stay humble, stay diligent.
https://m.primal.net/KmPt.mov 
 Everyone is not bullish enough.

Many individuals will miss out on the most significant wealth transfer in history due to their lack of understanding of monetary principles.

Bitcoin is currently the scarcest asset on Earth,

What is the worth of absolute scarcity? 🤔

Throughout history, 

People have used scarce items as money, 

sometimes using things like shells, stones or even gold

Gold, for example, is "valuable" because it's pretty, doesn't rust, and is easy to shape. 

But most of its value isn't because of these features.

Brass looks similar and is shiny too.

Governments own a lot of gold that just sits in vaults, 

showing they're not interested in its looks,

lesson(s) in there, I think. 

Bitcoiners will have access to every tool at their disposal to help shift the entire world from dystopia towards a closer approximation of utopia.
https://m.primal.net/KlMS.jpg 
 No Noise, Just Signal.

In a world of smokes and mirrors,

Bitcoin will become the only signal of purchasing power,

The thirst for knowledge in the Bitcoin space is incredible.

I haven't seen this in my entire lifetime.

I have come across many fields and delved into them deeply, and Bitcoin is extremely different.

Bitcoiners truly want to learn and need signal knowledge; they are not complacent with poor noise and takes.

They want depth; they want the betterment of themselves and society.

It's truly inspiring to see and to witness such a great group of humans uniting towards a greater good.

This only happens because incentives are aligned.

Laser eye focused! all the time.
https://m.primal.net/KjiO.jpg 
 exactly!! 
 indeed 
 GenPub is not going to care about Bitcoin until it hits +100k.

This is extremely bullish.

Right now, it's not even on their radar.

You could ask them the price, and they'd say anything from 1k to 60k.

lesson(s) in there.
https://m.primal.net/KiGv.jpg 
 This is exactly the same as when people say

"Why Bitcoin Will Fail"
https://m.primal.net/Kgye.jpg 
 I will keep buying Bitcoin at 45k, 55k, 65k, 75k, 90k, 100k, 250k, 500k, 800k, 1M. 

My holding period, 

time when people will no longer be willing to exchange their ₿ for $.

bear will be rektd 
https://m.primal.net/Kgun.jpg 
 How can a presidential candidate running for the United States vow to limit free speech? 🤦🏻‍♂️
https://m.primal.net/KgkX.mov 
 You all are so far ahead of the Twitter curve. I’m explaining to someone about fractional banki... 
 Indeed, people have no idea how the general public is completely ignorant when it comes to money. 
 Time in perspective.

- 1M seconds ≈ 0.03 yrs = 12 days. 

- 1B seconds ≈ 31.7 yrs.  

- 1T seconds ≈ 32k yrs.  

protect it with bitcoin.

35T seconds ≈ 1.1M yrs.

ABSURD! 🤯
https://m.primal.net/KfwC.jpg 
 Cold storage in a boating accident remains the standard! 

Unrealized capital gains 101,

You bought 1 bitcoin in Sept 2024 for $56k.

By the end of the year, it's valued at $100k, but you didn’t sell, leaving you with an unrealized gain of $44k.

Under a proposed tax plan, 

you owe $11k in taxes (25% of $44k).

But you didn’t sell, so you don’t have the cash. 

You pay the taxes out of your savings.

You continue to hold until August 2024, and Bitcoin drops to $30k.

You LOST $26k on the bitcoin, 

PLUS you paid taxes on the $44k of “gains” you never actually realized, since they disappeared.

Initially, the tax is aimed at $100M+ portfolios, but it sets a precedent. 

Eventually, it trickles down to everyone.

Now, every bitcoiner is at risk of paying taxes on assets they haven’t sold.

People stop buying Bitcoin. 

Adoption "slows"
https://m.primal.net/Kfmz.jpg 
 same!! 
 🎯 
 literally! 
 this has been proposed like 6 times throughout history.

they will keep trying until it is done.

slippery slope.

it is absurd that this is happening in the usa.

indeed, the constitution has been a great tool to counteract this, but the absurdity of proposing such a stupid policy is wild.

how can a candidate of the usa have so little understanding of economics? 
 indeed! 
 exactly! 
 The great thing behind the people writing the speeches is that they are making it a point to distinguish between bitcoin and crypto, 

pretty bullish it you ask me.
https://m.primal.net/Kfmw.mov 
 The best way to control a mind is to exhaust the body. 
 🎯 
 Bitcoin is code.

Software remains impartial,

Unlike existing companies and countries,

It has,

1. No CEO 
2. No politics 
3. No military
4. No opinions
5. No race bias
6. No authority 

https://m.primal.net/KfcF.jpg 
 No empire is safe from tech disruption 

Countries cannot afford to ignore Bitcoin
                                                                                            
Over and over again,

Empires rise and fall because they keep allowing themselves to be surprised by the emergence of new tech.

Can USA compensate by having the latest tech in other industries?
https://m.primal.net/KdsN.jpg 
 never surrender your agency! 
https://m.primal.net/KclW.jpg 
 In this specific order

1. Bitcoin.
2. AI + energy acceleration.
3. Don't Die. 
https://m.primal.net/KFDI.jpg 
 A man's ambition should be to lay the bricks of his own empire. 

The strongest foundation for embarking on this journey is #Bitcoin. 

The safest place to store your wealth is behind a wall of encrypted energy. 

Sh****coins offers more fiat mindsets, but Bitcoin offers the highest level of savings technology. 

Make sure you make the right choice.

There’s a time and a place for Bitcoin. The time is now and the place is everywhere.

If you don’t understand why Bitcoin will become the money of the world then go study more.
https://m.primal.net/Kbza.jpg 
 An attack on free speech? 
https://m.primal.net/KbQx.mov 
 it is wild that she is running for President of the United Fucking States 
 wild! 
 bitcoin's arms race
https://m.primal.net/Kauc.mov 
 agree completely

but put china at the super power, projecting "values" and power.

I prefer USA and its constitution projecting "values" and power. 

selfishly and globally.