
Ryan
1.7K posts

Ryan
@bitstratford
SEC Reporting and technical accounting. Trapped in GAAP. Bitcoin only. Dad of 5 awesome kids.
Beigetreten Şubat 2025
333 Folgt1K Follower
Angehefteter Tweet

Adopting BIP110 is like putting up a sign in your living room telling your dog not to take a sh!t on the carpet.
Sure, your dog might still do it (a lot of dogs can’t read).
That’s not what matters. What matters is that you didn’t stand idly by. You took action.
Same applies here.
Support BIP110.
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@TheDumbGreek Maybe Saylor took @A5T3R0lD’s idea and set an impenetrable floor
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@dotkrueger We don’t ask Xi Jinping or any government permission to Bitcoin.
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@CryptoC58828499 @dotkrueger Also let’s ask China’s permission to Bitcoin.
Let’s ask for Xi Jinping’s permission if we can separate money and state.
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@dotkrueger “I don’t think the Bitcoin network should be used for free speech.”
This argument is over.
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My 35 year old best friend told me something wild today. He said, if you put $1k each into Tesla, NVIDIA, the Qs, and Ethereum 5 years ago…you’d roughly be at $1720 for bitcoin, $1790 for Tesla, $9750 for NVIDIA, $2000 for the Qs, and $702 for ethereum. And then he says… “see, what’s the point of holding bitcoin? It’s not even a currency? It failed at being a cheap medium of exchange, was never a unit of account like you said it would be, and now it can’t even store its value.”
I never thought I’d have to ever debate this with anyone. But I stop to think that there may be some truth in his analysis and he’s asking the same questions millions of people quietly have right now.
What would you say to him if you were me?
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@GrainofSaltSF @PunterJeff @ColeMacro @Strive Obviously hindsight is 20/20 but optionality seems a lot more important during winter.
Imagine it will flip during the bull but one of those options could be flipping to a 10% levered position like MSTR (or whatever % it is)
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@bitstratford @PunterJeff @ColeMacro @Strive Cash more than debt gives you huge optionality. It’s just easier with no debt.
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Most investors think leverage starts at zero. It doesn’t and @PunterJeff and @ColeMacro know this.
Current @Strive balance sheet:
• 19,864 BTC
• $141.7M cash
• $0 debt
Result:
• Net debt = -$141.7M
• Net leverage = -11.9%
Not zero. Negative.
Just as oil futures once traded below zero, leverage can too.
Most investors don’t realize cash > debt means leverage doesn’t disappear. It goes negative. @Trollstein this needs to be in the dashboard.
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Ryan retweetet


Adopting BIP110 is like putting up a sign in your living room telling your dog not to take a sh!t on the carpet.
Sure, your dog might still do it (a lot of dogs can’t read).
That’s not what matters. What matters is that you didn’t stand idly by. You took action.
Same applies here.
Support BIP110.
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@bitbybitbullish @ProofOfMoney Used to be 0%.
That’s power law adoption right there.
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@kortik456585 @orthodoxbitcoin Trump is quietly funding miners that will all flip to BIP110 on the same day before August.
This is key priority to get Clarity passed.
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@bitstratford @orthodoxbitcoin What’s coming is 133T network difficulty at the height of activation block
So good luck solving that difficulty every 10mins and that what’s coming to your knuts come August have fun forking off
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@kortik456585 @orthodoxbitcoin Just wait until August you have no idea what’s coming
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@bitstratford @orthodoxbitcoin Op_return did not change consensus say it can be as large as 1 megabyte cry harder
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This is not Bitcoin. Thankfully, it never will be because BIP-110 is dead in the water.
I actually have no idea how these people lost their way to this extent but holy shit. 😬
Just use PayPal and invest in stocks, wtf. Or use ETH 🤷♂️ have fun with that
Ryan@bitstratford
@jturner @bsvsimp All the laws and courts. Judges resolve the conflicts. If you don’t recognize the court’s authority your bitcoin gets confiscated. Easy.
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Just when we thought Bitcoin was going to finally see some inflows...
BRB. Rotating Capital
Watcher.Guru@WatcherGuru
JUST IN: Jersey Mike's Subs files for IPO.
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@bitstratford They are pretty dumb, true
Anyway, the analogy isn't terrible, if your dog can't read, you can just keep escalating (fences, taking away his toys, restraining him physically, etc) until he takes the hint
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