BitcoinPierre

The winning move for @RealJimChanos is to launch his own Bitcoin Treasury Company that causes mNAV compression in others.

List it under ticker symbol SPITE

Bitcoin is so early, they still think we are ponzi cult bros.

Bitcoin CAGR volatility seems to be decreasing.

Bitcoin is up 550% over the past 2.5 years

Not holding any bitcoin is too risky.

Central banks rely on seigniorage, capital controls, and legal tender laws to maintain monetary monopoly, those tools are can backfire when used against a network that anyone can join with an internet connection and electricity. Bitcoin creates a decision dilemma.

From 10 years ago, I stand by it. The blocksize limit continues to be the main reason why Bitcoin is decentralized.

Bitcoin has a $2.1 trillion market cap

If you think bitcoin is going to zero, you should short it with leverage.

Not financial advice.

Elizabeth Warren will try to ban bitcoin treasury companies but she will fail, and her attack will backfire by accelerating adoption.

Bitcoin is a peaceful protest.

Join us!

Bitcoin has the best recovery rate.

Fixed income funds have been underperforming because they don’t have enough Bitcoin-backed credit exposure.

Hyperbitcoinization is just gravity.

Gold coin is 2,600 years old.

Bitcoin is 16 years old.

The bulk of future bitcoin treasury company leverage is more likely to be in retail equity investor margin + derivatives than actually inside the companies. Meaning that liquidations would cause forced selling of equity, not of BTC. This would be a structural change from the past where leverage was on BTC directly, equities would be a shock absorber and dampen BTC volatility. Current consensus narrative is the opposite.

Given yesterday’s performance, the probability of BTC ever going back below $100k has decreased.

The bitcoin price is volatile.

The bitcoin system is stable.

If you think Bitcoin Treasury Companies are over-leveraged, you really should take a look at the US Treasury.

Trump and Elon will compete on who can accumulate the most Bitcoin.

It’s the only way to pay off the national debt and save Tesla.

Everyone is going to win.