Lyle Hauser

1) What do Bitcoiners and 🇿🇦 South African Caves have in common? A 🧵thread on the world’s first example of proof of work and the birth of money:

Do you think Dave Portnoy took Saylor's advice in terms of Bitcoin?

This is why most people don't understand Bitcoin.

Why Bitcoin is Replacing Gold as the World's Ultimate Safe Haven

Jordi Visser thinks Bitcoin is the ultimate winner in world where capital rotates out of the stock market and into the hands of the AI entrepreneurs. The global financial system is over-financialized. The S&P’s market cap is ~220% of US GDP, double what was once considered dangerous. His base case: the economy grows for a decade while the S&P goes nowhere. Wealth stuck in the stock market is quietly debased. Capital leaves stagnant public markets and flows to entrepreneurs, private companies, and new networks. Bitcoin wins as the scarce asset those gains rotate into.

Simon Dixon says Bitcoin is the best shot we have for human freedom, but it's not guaranteed to succeed.

Pantera's Cosmo Jiang explains that after the October sell-off, Bitcoin became deeply oversold relative to its fundamentals. Now investors are remembering something important. Bitcoin is a borderless, sovereignless asset. Just what you need when geopolitical conflict erupts.

Alex Krainer, analyst and former hedge fund manager, warns that Europe may be heading toward a debt crisis that may resemble some combination of Weimar-era Germany and the collapse of the Soviet Union. He argues that rising bond yields, investor flight, and central bank uncertainty could trigger a prolonged economic unraveling. Full Transcript: "I think the European economies, which are already in a severe recession, are now looking to accelerate into a depression and probably hyperinflation. Even if you go back to before the war started in Iran and look at the speeches by Ursula von der Leyen and Christine Lagarde, you can see the warning signs. Ursula von der Leyen has been pitching rearmament as a great way to revive European economies and bring prosperity and jobs to Europeans. At the same time, Christine Lagarde did not sound confident at all. She was essentially saying that we have to prepare for a period of heightened uncertainty, which in central bank language means we are losing control. Two days after that speech, she announced that she would be retiring early. I believe her term was supposed to run through the end of October or November 2027, but she will be stepping down a year sooner. And that was not the only speech she gave with that tone. She has already made several statements suggesting that conditions are deteriorating. At the Munich Security Conference, she expressed concern about European debt and European bonds being dumped at fire-sale prices on international markets. That means international investors could start selling off the bonds of European countries. What does that tell you? It suggests that interest rates could move dramatically higher. So I think Europe is facing a future that may resemble some combination of the Weimar Republic in Germany last century and the collapse of the Soviet Union. I believe that is one of the major events ahead of us. Of course, these things never happen overnight. The crisis itself could span many months or even years. We do not know what the trigger point will be. Markets are very good at pretending that nothing is wrong, and then one day, you get a panic reaction."

Worth taking 3 minutes to watch this clip!

Saylor explains MSTR's Bitcoin flywheel and lays out his plan to double Bitcoin per share within seven years in his keynote at Strategy World.

We live in a world where AI updates are erasing tens of billions of dollars in market value seemingly every week. Why? Because they’re tearing down the moats around the most profitable companies on Earth by making software cheap and abundant. In a world where everything digital becomes abundant, scarcity wins. Bitcoin is king.

Few see the coming AI-powered deflation like Jeff Booth. As technology accelerates, current powers will dig in to protect the old system. While free markets demand value, monopolies weaponize regulation to suppress it. Yet, as AI and robotics drive productivity toward abundance, prices should naturally collapse. Bitcoin acts as the unmanipulated measuring stick to capture this reality.

Lyn Alden says Bitcoin has underperformed her expectations this cycle, as treasury companies captured some of the spotlight from spot BTC. But her long term thesis remains firmly intact.

When CZ first got orange-pilled, he didn’t hesitate. He sold his apartment for $900K and went all in as Bitcoin crashed from $800 to $400. That’s conviction.

Ray Dalio lays it out plainly: when debt explodes and money is printed, holders of bonds lose and capital flees. Stocks, gold, and alternative stores of value like Bitcoin become the exit.

“Bitcoin will not sleepwalk into the quantum era.” Michael Saylor says Strategy is launching a coordinated Bitcoin security initiative with the global cyber, crypto, and Bitcoin security community to proactively address quantum computing and future threats.

Anthony Pompliano argues that one reason Bitcoin is in a bear market is that financial markets are forward-looking and increasingly view deflation, not inflation, as the bigger risk in the years ahead.

Caitlin Long explains how Wall Street's paper Bitcoin schemes could be suppressing the price of BTC.

When Bitcoin is priced in gold, it’s clear we’ve been in a downtrend for some time and that today looks like a historic opportunity to buy cheap bitcoin.

Larry Lepard believes there’s a 10% chance Trump and Bessent opt for a hard monetary reset by overnight revaluing gold to $25,000 and Bitcoin to $1 million. The idea would be to rip the band aid off quickly and, in doing so, potentially avoid a hyperinflationary spiral.