The fact that Bitcoin hasn’t reached an all-time high in terms of gold reflects that broader market participants view Bitcoin as a risk-on asset rather than risk-off. This perception is likely to change in the foreseeable future, but not in the near term.
The fact that tech giants are missing the opportunity to acquire a large position in Bitcoin showing how early we are in the Bitcoin’s history, and the likelihood that MicroStrategy remains as the largest corporate holder of Bitcoin in the foreseeable future is very high.
There is only one individual among all the institutions.
His name is Satoshi Nakamoto.
He is the world’s wealthiest anonymous.
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Telegram CEO is arrested. TON coin falls13%.
Centralized messaging app and shitcoin will not protect your freedom.
But an open source decentralized project like Nostr and Bitcoin will.
According to the Executive Chairman of MicroStrategy, the largest public company Bitcoin holder, you are bearish if Bitcoin doesn't hit $3 million by 2045.
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“We truly have micropayments on the internet, finally…I can literally have a great post, get some zaps and get a taco down the street - it’s here, it exists.” - @jack on #nostr
It’s cheap to save in Bitcoin once to understand it.
It’s expensive to save in Dollar once you experience the inflation.
It’s risky to save in Stocks once you learn that a few actually survived.
The way you own the Internet is through investing in equities like Google, Amazon, or Meta.
The way you own AI is through investing in equities like TSMC, Nvidia, or AMD.
These investments have risks associated with a corporation. The Internet won’t go away because Google ends up bankrupt. The same applies to AI.
The way you own Money is different from owning equity in a company. You directly own Bitcoin, which is native to the Bitcoin protocol.
The risk profile of owning Bitcoin is completely different from owning equity. What you are buying is a piece of the internet that can’t go bankrupt, with no management risk, no politics, and no human intervention, but its liveness depends on human adoption like any technology.
“A key aspect of Bitcoin is that the security of the network grows as the size of the network and the amount of value that needs to be protected grows.” - Satoshi Nakamoto
I notice everyone is talking about how Stan Druckenmiller has recently killed it with his bet on $NVDA, but has anyone checked on @saylor's $10 billion dollar position on Bitcoin?
Who do you think is the better investor?
Ignore the Tradfi intellectuals. They have fiat minds.
Embrace technology, optimism, and hard money. Be a winner.
Stack harder. Stay humble. Live on the Bitcoin Standard, not the Fiat Standard.
Some tradfi bros, macro larpers, and gold bugs hate on Bitcoin because they have been massively underperformed. They can’t swallow their losses because of ego, so they use their fiat intellect to attack Bitcoin which they can’t comprehend.
Taiwan is a special place for technology.
We got TSMC, worth about $657 billion, one of the top ten companies in the world.
We are also the birth place for NVDA, worth about $1.8 trillion, one of the top ten companies in the world.
We are also the largest chip supplier for Bitcoin mining. Bitcoin is worth $1 trillion.
I am massively bullish on Taiwan. We are entering a 20 yrs of accelerating growth by capturing two of the biggest markets in the world, AI and Bitcoin.
$IBIT closed with a $5.2 billion AUM after 5 weeks of trading, which represented 50% of BlackRock’s total net flow for all their ETF products.
Adopting Bitcoin is a crazy successful strategy to BlackRock and Larry Fink.
The Bitcoin Layer 2 debate is going to heat up during the bull market. Right now, Lightning is the only one that can be considered a real Bitcoin Layer 2 at scale. The rest, with tokens, are going to rug-pull you.
The majority of investors do not think Bitcoin can surpass Gold's market cap. They base their conventional thoughts on not making an effort to understand Bitcoin as a new standard for scarce desirable money.
The market always moves against lazy and conventional thinking. The price discovery will be so volatile and shock these people by surprise. And just like that Bitcoin has surpassed Gold and move on for the next battle.
If you own Bitcoin and are comfortable for self-custody, then there is no good reason to own ETFs.
If you want some upside for bitcoin denominated return, there is a good reason to buy $MSTR or Miners.
A 80/20, 80% spot and 20% $MSTR or Miners are good portfolio allocation imo.
If a Bitcoin L2 solution has a token attached to it, and the team is using it as a fundraising method along with some tokenomics, be careful; these are scams trying to profit from less knowledgeable people. The actual L2 solutions, like the Lightning Network, have no token; all you use is Bitcoin.
Bitcoin Layer 2 or Bitcoin off-chain scaling solutions are the next big technological developments that have the potential to unlock the utility of Bitcoin as a medium of exchange.
Satoshi created Bitcoin in 2009 and left shortly thereafter, when the price of Bitcoin was still less than a dollar.
Since then, his Bitcoin holdings have outperformed every other asset on the planet by simply doing nothing.
The best approach is to ignore the Stock-to-Flow (S2F) or Power Law model. Instead, embrace the mentality that if Bitcoin is not going to zero, it's going to a million.
There is no other asset that can generate fiat cash as fast as Bitcoin. Few understand that hard money competes with weak money in a relationship where the weak invariably converts to the strong. This dynamic is fundamental to monetary economics; as confidence in hard money grows, the inclination to hold and transact in it increases, often at the expense of weaker currencies.
$Meta and $nvda continue to make ATH, which shows that investors are overweighting AI in the short term. These capital will flow as new narrative emerges.
My view is #Bitcoin becomes the next narrative that everyone trying to jump on.
Cash flow is effective when money isn't devalued.
For instance, if the money supply doubles and a business generates a 10% cash flow, it's insufficient to offset the rate of money printing. In fact, in this scenario, the business effectively loses 90% against inflation.
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