Daily Stack 🥞

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@georgiabitcoin Go dawgs

Say what’s up if you are into Bitcoin and can see this post

"Your AI loses its memory every conversation. We forget that. The pro move isn't a better prompt, it's a knowledge base with real context engineering, so the agent already knows your colors, your skills, your project before you ask."⁣ ⁣ - @jordanurbs

Tomorrow on Daily Stack: We’ll talk about AI, Bitcoin, the markets and everything else that feels relevant in these fast-moving days. Join us tomorrow at 12:30 ET with @Jordanurbs. Looking forward to seeing you all there. 🚀

Strategy has built a $3 billion cash reserve to strengthen its preferred securities. But does becoming safer come at the cost of what made MSTR unique in the first place? We sat down with @JodyFlournoy to discuss: • Strategy’s $3 billion cash reserve and its impact on Bitcoin per share growth • Whether MSTR still offers an advantage over holding Bitcoin directly • Market reaction to Strategy’s recent moves • Custody risk, proof of reserves, and treasury company considerations • The role of AI in shaping portfolio construction and future capital flows $BTC $MSTR $STRC $SATA $ASST 00:00 Jody's Bitcoin Story: Buying BTC in 2017 & Never Selling 06:07 How Bitcoin Treasury Companies Changed Everything 08:59 Is Strategy (MSTR) Good or Bad for Bitcoin? 12:53 Could Strategy Ever Dump 850,000 Bitcoin? 15:06 The Biggest Risk for Bitcoin Treasuries: Custody & Governance 19:45 Proof of Reserves vs Traditional Custody: What Investors Need to Know 22:10 Could Governments Confiscate Bitcoin Treasury Holdings? 27:40 Why MSTR Stock Fell While Bitcoin Stayed Flat 32:46 Should You Buy Bitcoin or Bitcoin Treasury Stocks? 36:50 The AI Trade: Where Smart Money Is Moving Now 42:53 Will Money Rotate From AI Back Into Bitcoin? 47:29 Which Bitcoin Treasury CEO Impressed Jody the Most? 52:08 Using AI to Build a Better Bitcoin Investment Strategy 56:02 Why Every Bitcoiner Needs a Small "Trading Bag" 57:04 Why Self-Custody Helps You Avoid Emotional Trading 57:34 Where to Follow Jody Flournoy & The Daily Stack Full episode 👇

Going live with @ProblemSniper in 5 minutes! Come join us

We are going live! CPI Print | $IBM down 25% | Mini Monsters. You don't want to miss this and @ProblemSniper coming on later!

STOCK MARKET: CPI Print | Mini Monsters x.com/i/broadcasts/1…

@nikitabier We finally see @TimKotzman again :)

We're rolling out a small tweak to boost visibility of your posts to your mutuals (people who you follow back). We noticed this data was missing from the algo and it made your friends appear less in your replies. This resulted in the reply section feeling more like a battleground with people you don't recognize. This should also help clusters form around interests more easily, which many people have asked for.

@TimKotzman But only if they dedicate their life to BTC...

Follower count is only one metric. A creator with 200,000 highly engaged followers in a specialized market can often have more commercial influence than a general interest media brand with several million followers. The quality, concentration, and decision making power of the audience often matter more than its absolute size.

@thekylehuber Live streams #3?

Podcasts are the most potent medium for creating culture. Memes are a close #2. Everything else is irrelevant these days.

We made a BIP110 Explainer for our children and thought this would be helpful since we get DM's all the time about it.

As always, we go live at 12:30 ET 🎙️ And at 2:30 ET, @ProblemSniper joins us, we'll break down everything happening around the markets right now. See you in 2 hours 👊 x.com/i/broadcasts/1…

🇺🇸 U.S. inflation surprised to the downside. CPI and Core CPI both came in below expectations a positive signal for risk assets. The wildcard? Rising oil prices. If energy keeps climbing, today's cooling inflation could prove temporary.

US fiscal math, so far this year: 📥 Revenue: $4.15T 📤 Spending: $5.52T 🔴 Deficit: $1.37T - already, with 2.5 months left At this pace, FY26 deficit blows past $2T. Debt is closing in on $40T. And still, no serious appetite in DC to cut spending. This isn't a partisan problem. It's a math problem. And math doesn't negotiate. Every dollar of that gap gets financed with new debt, and every dollar of new debt is a dollar that eventually gets diluted away. Bitcoin has no top because fiat has no bottom.

We hope you all had a great start to the new week and a good day overall. Wishing you a pleasant night, get some rest, recharge, and we’ll see you tomorrow with fresh energy. As always, we go live at 12:30 ET, and @ProblemSniper joins us at 2:30 ET.

He sued for 39,069 "abandoned" wallets. 3.8M BTC. $286B. Then 66 of them started moving Bitcoin. He only dropped 44. Three of the wallets he quietly removed? Casascius coins, physical Bitcoin with the private key sealed under a tamper-proof hologram. Someone spent them. Which means someone always had the keys. Hearing is July 14th. Bitcoin Policy Institute just moved to intervene. Digital Chamber already filed against him. The "finder" may have just proven he never found anything.

🚨 A crucial week for U.S. crypto policy: President @realDonaldTrump has once again voiced support for the CLARITY Act on Truth Social. 🇺🇸 According to @PatrickJWitt, the coming days could be decisive for the bill’s progress. Washington’s crypto debate is heating up. 📜👀

🚨See you all in 30 minutes!

@KeyRexOfficial @kit_sats 💯

@DailyStackHQ @kit_sats Very true. God is perfect.

Nobody buys Bitcoin because life is going perfectly.