BitcoinPierre

XRP is not an institutional-grade asset, it is a fake token for gullible retail rubes.

The biggest mistake I see XRP holders make is holding XRP.

You love to see it.

Ripple XRP has consistently been a bad actor in the space: promoting CBDCs and attacking Bitcoin. They have lost all credibility.

If we all buy $21 worth of BTC we can break the resistance and push the price up to all time highs.

19,929 sats 👀

Renaming activism is a bitcoiner tradition.

Bitcoin’s price crashes up, monetary economists call this a “revaluation crisis”.

A Bitcoin Treasury Company creates economic value as the long-term return on its BTC holdings outpaces its weighted-average cost of capital.

The more companies save in bitcoin instead of investing in operations, the more input costs fall until producing goods and services is as profitable as holding BTC. We’re so early this isn’t even noticeable yet, there aren’t enough BTC treasury companies.

Bitcoin continues to be the most under-priced asset in the world. The world’s capital needs more education.

Bitcoin fixes the price of time by anchoring money to immutable, algorithmic scarcity, allowing interest rates to once again reflect real intertemporal preferences instead of policy distortion.

The “blockchain, not bitcoin” ideology caused $billions of losses for shareholders in wasted spend and opportunity cost. It was not a profit-maximizing business decision.

Boards should hold management teams accountable for poor judgment.

Bitcoin marketing material for BlackRock's IBIT

Bitcoin marketing material for Blackrock's IBIT

I’m worried about retail investors who don’t have enough Bitcoin exposure.

Institutional capital has not fully priced the drastic reduction in trust costs represented by Bitcoin's self-verifiable supply and permissionless transfer.

Bitcoin has zero information asymmetry: open source code and a transparent ledger.

Bitcoin’s monetization path is anchored in a credibly fixed supply schedule backed by a settlement network with no counterparty risk. The current price materially trails the intrinsic value of a bearer asset with zero dilution risk.

Wall Street 2015: "Bitcoin is too volatile. Blockchain, not bitcoin."

Wall Street 2025:

Without Bitcoin podcasts, you’d have to learn about Bitcoin from the Financial Times.