André Dragosch, PhD | Bitcoin & Macro

Lunch break at Steak n Shake anyone?

There is one close to @TheBitcoinConf as well:

Don't know who needs to hear this but most of MSTR's public addresses are known anyway.

Even if you don't officially publish your on-chain addresses they are literally public and tagged anyway so there is no additional risk in showing them.

#Bitcoin was designed this way.

GM from the Venetian

Heading out for an early morning run before @thebitcoinconf starts.

#RunningBitcoin

2025 has so far been mostly about the (rather surprising) acceleration in corporate treasury of Bitcoin.

Would expect sth along these lines being announced at @TheBitcoinConf

The trend is your friend.

Viva Las Vegas!

Have to admit: Will be hard to focus on the regular work load over the next couple days...

So many great speakers at @TheBitcoinConf this year!

Some call it the “Everything Code”

Rising tide lifts all boats.

$BTC $SPY

On my way to the @TheBitcoinConf

See you in 12 hours!

GM ☕️

US spot bitcoin ETF purchases of bitcoin alone are outweighing new supply in 2025 again.

And we haven't even talked about corporations, yet.

Stay humble and stack Sats.

Elon recognising that nothing stops this train.

We talk a lot about the tech adoption of Bitcoin but we don’t talk so much about „reverse adoption“, ie divestments from established assets such as the USD or US Treasury bonds.

If Bitcoin represents a new global monetary order what happens to the old one?

*** FINAL DRAFT IS HERE ***

I've just finished adding the final touches to Exponential Gold!

I am really grateful to all the experts who contributed over the past week, and to the guys at @KonsensusN for all their hard work in shaping the book.

Now I'm going to leave the book to the print & publication gods!

Count your blessings!

GM ☕️

All roads lead to a weaker Dollar and by derivation, higher global money supply.

Which asset do you think will benefit the most?

Plan accordingly.

The system is f‘ed beyond repair with the only medicine left being either default or high inflation.

What do think the patient will take?

Stay humble and stack Sats.

#Bitcoin

📕SPOTTED: The book cover of Exponential Gold is finished and it looks beautiful!

Really grateful for the team at @KonsensusN, @Excellion and others who are helping me with the book! 🙏

Book will most likely be released in early June 2025!

More soon.

My youngest son just brought me this. He literally broke the bull…

I have the strange feeling that we might be looking at an SVB-like financial crisis again the moment bond yields break out to new cycle highs...

Got portfolio insurance?

#Bitcoin

Are government bonds the next "Big Short"?

There is so much information about Satoshi in this single post...

I wouldn’t be surprised if the current crisis in bonds is partially due to the mere existence of Bitcoin as an alternative store-of-value.

Do you think Bitcoin‘s $2+ trn market cap has rather canibilised gold‘s or US Treasury bond‘s market cap?

Mostly the latter in my view.