Neil Jacobs

@saylor No. A store of value has to be 100% hacking resistant. It’s an existential feature. For other industries it will be important but less binary/existential.

@chamath If AI compresses terminal value and makes every moat temporary, capital will rotate to assets with no disruption risk. Bitcoin is Digital Capital - scarce, neutral, and impervious to AI disruption. $BTC should be the primary beneficiary of this shift.

Just finished recording a new episode with @NeilJacobs We discussed: 🔥 Saylor’s crazy buying spree 📈 What this means for the broader market 🥇 Why #Bitcoin is currently leaving Gold in the dust This is big. Watch the full breakdown here 👇 youtu.be/rUIDPKZDoWM

Strategy has acquired 22,337 BTC for ~$1.57 billion at ~$70,194 per bitcoin. As of 3/15/2026, we hodl 761,068 $BTC acquired for ~$57.61 billion at ~$75,696 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

BILLIONAIRE STANLEY DRUNKENMILLER JUST DROPPED A MASSIVE WARNING AGAINST #BITCOIN: “IT'S A SOLUTION LOOKING TO A PROBLEM" "I'M SAD THAT IT EVER HAPPENED" "IT WASN'T NEEDED AS A STORE OF VALUE"

@basedlayer arthur is great, but he talks his own book - bearish bitcoin when he's buying, bullish tokens when he owns them etc. some hedge funders do that on financial news, seed articles, get on financial news shows. probably it's the opposite therefor for what he actually has skin in.