gaborgurbacs

The reason I believe we are still very early in Bitcoin is because Bitcoin-linked collateral, credit and commerce still have 100x+ growth potential.

Hal Finney's $10 million per Bitcoin price prediction from January 2009 is not crazy.

Funny how Bitcoin was supposed to fix the system and somehow became a magnet for the worst parts of it. Still bullish, just not on the influencers. Joined for freedom, not clowns.

Broke the Bitcoin ETF barrier against the odds. Breaking the tokenization barrier against the odds.

“Eric Trump and his brother Don Jr., worth somewhere in the ballpark of $50 million apiece before their father took office again, could each have earned another $20 million or so from recent crypto ventures.”

Forbes is so petty. Harassing for so little.
https://www.forbes.com/sites/kylemullins/2025/05/23/how-trumps-sons-cashed-in-on-their-fathers-comeback/

“I bought the Bitcoin dip at 108k.”

There are many jarring “top signals” (hubris, euphoria, leveraged Bitcoin treasuries, nonsense spending sprees, memecoin presidential dinners, etc) that indicate a local top and will look obvious in retrospect. Delays but doesn’t change the long term picture.

There are many jarring “top signals” (hubris, euphoria, leverages treasuries, nonsense spending sprees, memecoin presidential dinners, etc) that indicate a local top and will look obvious in retrospect. Delays but doesn’t change the long term picture.

Today is #BitcoinPizzaDay! On May 22, 2010, László Hanyecz purchased two Papa John’s pizza for 10,000 #BTC (roughly $1.1 Billion today. lol). It’s one of the earliest well-known purchases in #Bitcoin history/folklore. We hungry Bit-Hungarians like our pizza! :) ₿ 🍕 🇭🇺

Apex Group Buys Majority Stake in Tokenization Specialist Tokeny as RWA Trend Soars.

Institutions are here. Bullish for @hadron_tether and @PointsVilleApp.

https://www.coindesk.com/business/2025/05/20/apex-group-buys-majority-stake-in-tokenization-specialist-tokeny-as-rwa-trend-soars

She finances a $27 smoothie over four payments.
The chia seeds? Separate microloan.
Straw upgrade? BNPL, tokenized.
She defaults.
We repo the blender and roll her lunch into a Meal Obligation Tranche (MOT) and sell it to a hedge fund in Tribeca.
Goldman calls it “edible alpha.”

USDT is the Digital Dollar.

Institutions are here. #Bitcoin

The Bitcoin developer dramas are very similar to banking committee dramas. Egos and incentivizes flash, interest groups form.

Bitcoin enjoyed preferential status not just because of its design, but because of its neutrality and lack of traditional governance. Dramas aren’t great. It’s unclear whether the infighting will lead to greater strength or ultimately irrelevance.

The Bitcoin developer dramas are very similar to banking committee dramas. Egos and incentivizes flash, interest groups form.

Bitcoin enjoyed preferential status not just because of its design, but because of its neutrality and lack of traditional governance. Dramas aren’t great.

U.S. Bitcoin ETFs now hold $122 Billion in Bitcoin a little bit 1 year after launch. Stablecoin market cap is $244 Billion.

It’s uncomfortable to be early. Now allocators and leaders around the world are starting to say the same things as I did 10 years ago in the media.

$1,000 Bitcoin felt like the moon.
Sitting above $100,000 BTC is wild.
… and feels like we are just getting started.