Bitcoin Finance
571 posts
@BTF_TBC
An ecological experiment born from the Las Vegas Bitcoin Consensus Conference, focused on https://t.co/3VSaO3JGds , the first Bitcoin smart contract layer.
Happy 4/02 Day 🎉 Genuinely excited to see the industry come together around an open standard rather than yet another proprietary silo. We've got x402 on our roadmap as well, where agents can pay their own way, a lot of things unlock fast💪
The deal is done. Tomorrow, we lift off 🚀
“I have watched this pattern play out in Ukraine, Venezuela, and now Iran. In each case, the crisis does not create Bitcoin's value so much as it reveals it.” @C_Bendiksen Our @Bitcoin Research Lead, Chris Bendiksen, dives into the effect of the Iran crisis on the usage of Bitcoin. Around 1 in 6 people now use it. Not as a trade, but as a response to currency collapse, sanctions, and instability. Each crisis tells the same story: when systems fail, Bitcoin gets used. More here: coinshares.com/insights/resea…
fun fact: massive computing powers 25% of these 👀 someone should give jason a call
economics of compute: - OEM sells chip + components at 80% margin - neocloud 2-4x multiple expansion running chip - inference co 5-10x multiple expansion selling tokens - consumer gets subsidized inference so net loss for AI co (or shift cost to consumers) compression coming
A Bitcoin neobank needs to feel like Venmo. Enterprise integrations need real-time settlement. BTCFi needs instant execution. Sub-second finality makes all three possible. Coming to Core. ⚡️
the plastics market is one no one spends much time thinking about, yet, but touches every aspect of global markets, trade, and life in the modern world @tomorrowtweetin - our favorite plastics trader - is finally on x. follow him 👇
It’s a GM to buy ₿itcoin. ₿itcoin is money. @MerlinLayer2 is how it scales. ₿TCfi & ₿TC yield will be obvious.
The mind shift: from 'earning yield' to 'earning income in Bitcoin' >>>
Bitcoin has won. Global consensus is that $BTC is digital capital. The four-year cycle is dead. Price is now driven by capital flows. Bank and digital credit will determine Bitcoin’s growth trajectory. The biggest risk is bad ideas driving iatrogenic protocol changes.
The market is asking a new question now: Not 'should I own Bitcoin?' But 'what do I do with it?' @muneeb weighs in on Bitcoin maturing as an asset.
Update on my book Freedom of Money. The launch is set for next week. Unless the editors pull me in for one more round 😂 E-books are now available for pre-order. English 👉 a.co/d/08NMxBOH Traditional Chinese 👉 a.co/d/01f7iQTn The English physical book will also launch next week. Regional language editions will follow in the coming months — taking a bit longer, but we’re on it.
Minara Skills v3 is now live ⚡ Turn your Claude Code / OpenClaw into your CFO. 🔥 One command to get started ⬇️ curl -fsSL raw.githubusercontent.com/Minara-AI/skil… | bash
Quantum risk isn’t something to panic about at this moment, but it is something to take seriously in the coming years. From conversations I’ve had with some scientists in the field, the underlying theory isn’t new. In principle, quantum could challenge today’s cryptography, but turning that into a real, large-scale threat is still likely many years away. It doesn’t suddenly break Bitcoin. It accelerates something the industry already knows how to do: upgrading its security assumptions. There are already active discussions and proposals around post-quantum cryptography, e.g. BIP360, new address standards, and migration paths. However, to me, quantum-proof Bitcoin is more like a coordination challenge. The real considerations are legacy wallets, migration timelines, and execution complexity. But framing this as an imminent failure misses the bigger picture. This industry has evolved through every major challenge so far. Quantum risk will be no different. Satoshi addressed it as early as 2010: “If it happens gradually, we can still transition to something stronger.” Worth reading the original thread: #msg2133" target="_blank" rel="nofollow noopener">bitcointalk.org/index.php?topi…
That insight still holds today. At Bitget, together with our research team, we’re following this closely. And we'll support the ecosystem in building toward a more resilient, future-proof foundation 💪