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2008: Michael Burry and The Big Short
2020: Michael Saylor and the The Big Long
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Satch is stacking sats
4.1K posts
Satch is stacking sats
@21satch
bitcoin maximalist, angel investor
Inscrit le Kasım 2020
610 Abonnements1.4K Abonnés
@BritishHodl Then the value will (continue to) collapse to the energy level
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Chinese AI co’s are destabilising US AI valuations by rapidly developing competing models, making them 85% as good, but 20x cheaper and putting them out there - absolutely open source for trust issues - within weeks of new US launches.
What an interesting strategy to create destabilisation using the free market and the “network state” h/t @balajis.
As an investor, the value will collapse to the hardware level - where the US has the clear advantage - for now - but what if the hardware requirements get less and less too?
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@MakeSunsets Pretending to understand the millions of factors that go into “climate change” and the 2nd/3rd/4th order effects of messing with things is either born of ego or ignorance
Stop playing God
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Yesterday, we launched 3 biodegradable latex balloons to the stratosphere and released reflective sulfur aerosols to cool the Earth.
Together, they offset the warming of ~5,855 tons of CO₂ for one year (equivalent to the annual emissions of 1,272 cars).
Watch the launches ↓
1 of 3 Balloons
Launch Date: Oct. 30th, 2025
Balloon Weight: 1,515 grams
SO₂ Payload: 1,985 grams
Injection Altitude: 27,259 meters
Delivery: Kaymont HAB-TX-1500 weather balloon
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@TrustlessState The reason ETH’s inflation rate is lower than bitcoin’s is the same reason it isn’t (and cannot be) sound money
Svetski@SvetskiWrites
What these numbnuts fail to comprehend is that the supply itself doesn’t matter. What matters is the guarantee. ETH’s supply schedule was different before and it will be different in the future when they decide to pivot yet again (a la central banking cartel run by virgin nerds). Bitcoin’s is the same as it was in the beginning and will be the same into eternity (a la physics & thermodynamic security) Crypto has far more in common with fiat than it does with bitcoin, because it’s about owning the means of issuance. Bitcoin was designed for a very specific reason: to remove the issuer of the money. It places money into the realm of physics so that we can all go and focus on doing more meaningful things with our lives.
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There aren't 21m bitcoins
There are 19,907,600 bitcoins, with a 1.3% yearly inflation rate
$ETH inflation is 10x less than Bitcoin's
DCinvestor@DCinvestor
BTC maxis are opening a can of worms by incessantly talking about ETH supply under PoS in a world where they no longer control the narrative and TradFi is already buying into ETH massively with recent flows outpacing those into BTC because it invites a lot of very uncomfortable questions about BTC's longterm security policy i don't think they realize how big of a mistake this is yet
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@ktreywalsh Dictatorships have a bad rep, but it depends on the dictator. Who wouldn’t want to live under Marcus Aurelius?
And let’s not forget, western civilization as we know it was built by monarchies
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@ktreywalsh On a long enough time frame, democracy always devolves into something like a communism due to the incentive structure. The founding fathers knew this, which is why they made the US a republic
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Why do so many Bitcoiners love “strong men” dictators more than they love democracy?
Make it make sense
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Bitcoin consumes as much electricity as Argentina but isn't counted in GDP because it doesn't create traditional goods or services. The updated System of National Accounts classifies crypto assets as national wealth for better economic measurement. imf.org/en/Blogs/Artic…
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If this is true, it means the Biden admin sold roughly 170,000 btc, completely decimating the US bitcoin reserves
As an American, I’m embarrassed
As a Bitcoiner, I’m wildly bullish
L0la L33tz@L0laL33tz
Full list of BTC holdings. Request was dated March 24, response is from today. DM me your email, I'll send you the files. Total BTC holdings are 28,988.35643016, or approx. $3.44 Billion at current price. US Marshal Service liquidates assets in public auctions, so unless they announced a sale, this list should be accurate. If you want to pay another $10,000, I can Google that for you.
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I heard $IREN wants to give away t-shirts to Mining Mafia.
Drop a comment if you want one ⬇️
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@HHorsley “We don’t do gold” is hilarious considering it’s outperformed the S&P500 over the past 25 years
That family office is likely underperforming a shiny rock
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It used to be that "regulatory uncertainty" was Bitcoin's biggest obstacle for investors.
This is no longer the case in 2025, which is a huge unlock. It's impact still hasn't fully manifested.
So, what are the biggest obstacles now?
I see two coming up in conversations:
(1) People are busy:
Most investors and allocators are very busy. They're constantly presented with opportunities, including things that could 10x. Why do they *need* to turn their attention to Bitcoin, which for many is still a complicated topic.
(2) Digital Gold:
I had a conversation with a family office investor this week. He said, "as I understand it, it's digital gold, but we don't do gold." Gold is indeed one of the least popular investments in America.
These two aren't the most pressing items of this moment, but they will reveal themselves as the next obstacle over the coming quarters.
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@NEEDcreations @BigSeanHarris What a profound statement. Thank you for enlightening me.
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@21satch @BigSeanHarris The price depreciation of the stock could easily outweigh the passive income from dividends. Does that make sense?
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I don’t know how MSTY blows up.
I do know that yield can’t just come from nothing.
Good luck yield maxis, I’ve been in your seat, it’s fun for a season, until you become the yield.
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@NEEDcreations @BigSeanHarris Cmon man. No one is buying these tickers for price appreciation. They serve a very specific purpose
This argument either stems from ignorance or bad faith
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Being a contrarian is a great way to make money in markets.
Being known for sometimes having contrarian takes is probably good for your intellectual reputation.
However, being known as the guy who invariably takes the contrarian position is a devastating self-inflicted L.
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The electric bass often gets a weak rap, but it’s one of my favorite instruments.
A bass can make or break a good song. What are your favorite bass-heavy songs?
Massimo@Rainmaker1973
Smooth criminal smooth cover [📹charles_berthoud]
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