Bram Kanstein

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MUST WATCH BITCOIN / $STRC VID by @hillery_dan - very good.

@SaniExp @_Checkmatey_ @btcjvs @sminston_with @TheRealPlanC thank you

@bramk @_Checkmatey_ @btcjvs @sminston_with @TheRealPlanC Check these outs Exchange balances: timechainindex.com/?resource=cexh… All entities balances grouped by tag so u can see how the coins are moving between different holders timechainindex.com/?resource=tags…

Is there a public chart that displays a bandwith of # of BTC available, at any given time? @_Checkmatey_ @btcjvs @sminston_with @TheRealPlanC

@MICH__ELE @_Checkmatey_ @btcjvs @sminston_with @TheRealPlanC that's me haha

@bramk @_Checkmatey_ @btcjvs @sminston_with @TheRealPlanC “Supply shock” bros might have been right all along 😂

@SaniExp @_Checkmatey_ @btcjvs @sminston_with @TheRealPlanC like we can follow the amount via coinglass.com/Balance and they have daily data so there should be a way to visualize this on a monthly and yearly basis?like that is a normal range and what are outlier supply numbers?

@bramk @_Checkmatey_ @btcjvs @sminston_with @TheRealPlanC What so u mean exactly

@MICH__ELE @_Checkmatey_ @btcjvs @sminston_with @TheRealPlanC i like that

@bramk @_Checkmatey_ @btcjvs @sminston_with @TheRealPlanC What would be really cool would be to interview someone with deep knowledge of market plumbing/structure to understand at what levels of spot “BTC available” the asset has to materially reprice to support the paper market

@MICH__ELE @_Checkmatey_ @btcjvs @sminston_with @TheRealPlanC oh you can build this with their api

@bramk @_Checkmatey_ @btcjvs @sminston_with @TheRealPlanC I use this as a rough guide but would be far more interested in what you can find coinglass.com/Balance

When will hodled supply exceed growing Bitcoin demand? (and we get the supply shock we've been talking about for years)

@baseload21 Bitcoin going up is the entire underlying thesis of what he's doing

Future liabilities accumulating too. If Bitcoin doesn’t go up, Saylor will liquidate any degens left in this space forever. Plebs will collect the cheap sats, as always.

Insane. Monday will be his biggest announcement ever probably.

LIVE: BFM248 w/ @sminston_with⚡️ "The business cycle quickly became the Bitcoin cycle” We discuss: 🔸ISM PMI, a Bitcoin proxy? 🔸When halvings stopped driving cycles 🔸Crab crawl since end 2022 🔸Cost of production as cycle floor 🔸Risk-on vs risk-off 🔸Why Bitcoin lags macro

@GrahamStephan All into Bitcoin or what? youtu.be/etGHxK3f40Q

I’ve spent a decade telling people to do what I do: "Buy and Hold." Now I've decided to list my entire real estate portfolio for sale and walk away. It started slow. The bills, the maintenance, the tax increases... but the final straw was when I tried to develop an ADU to do exactly what the city of LA claims it wants investors like me to do: Create more housing. You'd think they'd make it easier, but after two delayed inspections, a sewer pipe replacement that needed 75 days advance notice, and a city-owned tree that became my responsibility, I'd had enough. The identity of being a real-estate guy is very hard to walk away from, trust me. For a long time, I stayed just because real estate was my "thing." It’s how I started. It’s what I’m known for. It led to every good thing in my life. But that blinded me to the fact that just because something served me in the past, it doesn't mean things haven't changed in the present. The reality of 2026 finally stripped the emotion away. My LA rentals are netting about 4-5% after the constant background noise of taxes, insurance spikes, and repairs. Meanwhile, a risk-free Treasury pays 5%. The trade-off just doesn't make sense any more. I’m reallocating to a liquid portfolio that actually lets me focus on the work I love. I published a deep dive on my Substack about the ADU nightmare that broke my patience, the exact numbers behind the exit, and where I’m moving the money next to buy back my sanity. I'll drop the link here in a bit.

Since 2023 the cost to raise a child rose 27.8%. Bitcoin rose 150% in that same period. It got SIGNIFICANTLY cheaper for you to raise your family when you save in Bitcoin. If you want your life to get cheaper over time. Save in Bitcoin🍊.

What bending the knee looks like. Ignore Bitcoin at your own peril.

@Chrissssjohnson LEGEND

There’s over 1,000 whole coiners in the Wealth Squad 😁

Bitcoin is now up 11.3% since Jason told his family to sell it for $TAO. (Tao is down -4% since then). “Thanks Dad!” *****

this book is absolutely insane

Bitcoin is so entertaining. How can you not be entertained?

@RyansMethod fun

Bitcoin still tracking the GOOG analog — the same setup that added $1.6T in just 43 weeks 👀 Acceptance above $75.5K is key