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We will discuss BitBonds tomorrow.Link to my short slides on BitBonds in comments

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"Fred's Law": The price of Bitcoin grows as the square of the interest in Bitcoin.

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We are fundamentally transitioning from a USD financial system to a Bitcoin financial system. Everything ultimately gets repriced in BTC. As @PrestonPysh notes, the volatility of cost of living relative to BTC narrows and the reverse is true for fiat. In the final stretch, fiat relative to goods is extremely unstable -- and merchants demand payment in "stable" Bitcoin. Banks, which exist entirely out of leverage arb on fiat, fail. This is the end game.

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Recap of what @DarkSide2030_ @tomyoungjr and I have been saying on BitBonds. 1. It is critical to understand that the issuer of these BitBonds will generally have ZERO exposure to Bitcoin. 2. In all cases, an intermediary such as Cantor will swap the BitBond cash flows for fixed rate or floating rate debt, so the issue just gets CHEAPER debt. 3. These bonds will be insta-hits with retail investors who do want exposure to Bitcoin. Why? Because they can be structured to offer high coupons and/or high yields under relatively modest BTC CAGR assumptions. 4. We know this because of SRTF, SRTK issued by MSTR. A BitBond issued by a Sovreign, or a Muni with triple tax free status yielding 10% effectively would be a nuclear bomb. 5. The US Created the first Nuke in 1945 at Los Alamos. But the Russians got the bomb just four years later in 1949. Now 9 countries have it. Saylor created the first Bitcoin Nuke in 2024. Now, in 2025 lots of others will become nuclear treasuries. 6. Ultimately the issuers of BBAAS (BitBonds as a Service) will keep the residual Bitcoin. This is how they end up with "more Bitcoin than Saylor".

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Recap of what @DarkSide2030_ @tomyoungjr and I have been saying on BitBonds. 1. It is critical to understand that the issuer of these BitBonds will generally have ZERO exposure to Bitcoin. 2. In all cases, an intermediary such as Cantor will swap the BitBond cash flows for fixed rate or floating rate debt, so the issue just gets CHEAPER debt. 3. These bonds will be insta-hits with retail investors who do want exposure to Bitcoin. Why? Because they can be structured to offer high coupons and/or high yields under relatively modest BTC CAGR assumptions. 4. We know this because of SRTF, SRTK issued by MSTR. A BitBond issued by a Sovreign, or a Muni with triple tax free status yielding 10% effectively would be a nuclear bomb. 5. The US Created the first Nuke in 1945 at Los Alamos. But the Russians got the bomb just four years later in 1949. Now 9 countries have it. Saylor created the first Bitcoin Nuke in 2024. Now, in 2025 lots of others will become nuclear treasuries.

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BREAKING🚨🚨 Stupidity Quiz. Take this quiz to assess your levels You score 1 point for every Yes answer. 1. Do you keep Bitcoin on Coinbase? 2. If some cute asian girl DMs you on X, do you respond? 3. Somebody calls you from Google and asks for your password. Do you give it? 4. Do you pay for Gareth Solloway's Trading Course? 5. Did you attend Gary V's NFT conference? 6. Did you pass on Bitcoin "because of the high price"? 7. Do you actually believe in an "Omega Candle" ? 8. Do you trade based on "Slow Stochastics" ? 9. Did you buy James Lavish's "Trading Course" ? 10. If an influencer DMs you asking for money and promises to pay you back 2x do you do it? SCORE: 0: You are not stupid. 1-5: You are pretty stupid. 6-10: You have reached peak stupidity. Congrats.

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