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Ian White
883 posts
تم فتح الخزنة بعد عشرين عام من الإهمال 😟😲
العربية
An Earthquake just struck the Bay Area
Did you feel it?
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My bitcoin price prediction into 2027.
Bookmark it
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@_jonasschnelli_ Non technical holder here. Not a shill. I think at the very least why not upgrade to appease investors? I know it’s not like you just flip a switch, but what is the benefit from waiting?
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Nic Carter wants you to panic about quantum computing killing Bitcoin.
What he doesn’t lead with: his firm led a $20M round in Project Eleven — a company that only profits if you believe the quantum sky is falling.
QC is worth watching. But the guy selling the cure has every reason to exaggerate the disease.
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Seems like a great idea at first. Why not just do a crowdfund? That could build a greater community depending on your project. Sometimes that’s not feasible.
Accepting 100 angel checks sounds far fetched even at 1000 USD. Then there’s the bloat on the cap table, and could be a drag to raise future rounds.
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Most founders set their angel round minimum at $5k, $10k, or even $25k to reduce cap table bloat. We set ours at $1,000.
Seemed crazy to everyone at first. But it made a lot of sense.
1/ Made it easy for younger operators, early-stage founders, and people who believed in us but couldn't write huge checks to participate
2/ With a lower barrier, commitments came in faster. Seeing 5 new investors commit in a week builds psychological momentum
3/ 100 angels advocating for you >> 10 angels. More voices in more rooms. More intros to customers, hires, and future investors
4/ When investors on the fence saw dozens of names on the list, FOMO naturally kicked in
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Ian White retweetledi
Many are wondering "what Google saw" that caused them to revise their post-quantum cryptography transition deadline to 2029 last week. It was this:
research.google/blog/safeguard…
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When I'm out and about in the world, people recognize me from IG or YouTube at a 20:1 ratio to X.
Outside of SF, an X user in the wild is a rare sighting which is strange given how much surface area X seems to occupy.
The X paradox: where is everyone?
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Ian White retweetledi
BREAKING: Republican lawmakers reportedly considering cuts to healthcare spending to fund Operation Epic Fury.
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@0xSnorlax @wallstengine They didn’t care when retail was buying but wanna complain when they sell
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@wallstengine This is why private investments are typically limited to accredited investors.
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Ian White retweetledi
Three thing you need to do to hit escape velocity:
1. Bet big against the crowd.
2. Be right.
3. Don’t take profits early.
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@ZynxBTC @TimKotzman Bitcoin treasury companies suffer from a type of negative convexity where they can issue debt when price goes up and buy, but have a harder time raising when price is trending downwards. Seems like an unsustainable business model
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I think the days are over for Bitcoin Treasury Companies to go public without a profitable operating business or have no feasible route to generate yield on their Bitcoin.
People forget that Saylor started buying Bitcoin with a company that was already successful and had $500 million in cash on the balance sheet.
Last year a select few companies were able to capitalise on the euphoria but for most they are now dead in the water.
I believe there are now only 2 types of BTCTCs worth investing in:
1) The Strategy/Strive/Metaplanet's of the world who are able to leverage the Bitcoin on their balance sheet to generate BTC yield via Bitcoin-backed fixed income products.
2) Companies that can accumulate Bitcoin in a non-dilutive manner even in a bear market because they have profitable operating businesses.
If a company does not fit into either category it is likely that YOU are the yield.
Roy Kashi@roykashife
I’ve always believed there’s nothing wrong with entering markets or offering services that already exist, but you have to do it your own way. Offer something genuinely different. Think out of the box. Early in my career at a startup hedge fund, I worked under a mentor I still deeply respect, someone determined to break the mould. As a firm we built a fintech platform that improved performance and helped attract and retain investors. Over seven years, the fund into one of the largest in the UK. Years later, I applied the same thinking when launching a commodities broking desk. We entered a market dominated by a specialist oil firm and were told it couldn’t be done. By rethinking pricing and reporting, we changed the way that market operated. Now onto Falconedge. It’s easy to enter existing markets. But unless you do something game changing, why would anyone invest? I’m fortunate to work with partners who share that mindset. We saw that the traditional treasury model only works in extreme bullish conditions and is becoming increasingly efficient. We weren’t around for the Q2 2025 crazy valuations, some capitalised and executed brilliantly, and fully deserve their success, others didn’t. We knew a profitable operating business, including our yield generation using our Bitcoin balance sheet would be the difference. Unless we built an operating business that generates real revenue/profits and stands on its own, rather than relying purely on capital raises, there was no point going public. Since December 2025, our balance sheet has grown 4.07%. Yield without dilution = more Bitcoin per share = free Bitcoin growth for shareholders = Fiat denominated revenues and profits for Falconedge shareholders month after month. While this currently is on a smaller Bitcoin stack, it is highly scalable. Repeating this at scale makes it extremely powerful. The market has not fully recognised this yet. This puts us in a strong position with flexible capital raising options, some dilutive, but the majority not. That brings me to this week’s announcement. We are delighted to welcome ZynxBTC as an advisor. He is widely known in the Bitcoin space for his deep understanding of both Bitcoin and balance sheet focused companies. He brings experience in community growth, investor visibility, and product strategy. From our first conversation, it was clear he understood the power of our yield. Early stage companies in this market evolution will need real revenue and profit to scale, not just momentum. Beyond the monthly growth, it is the product potential this unlocks that is most exciting. As for Bitcoin, I understand the recent range after a 45% drawdown has been challenging for a lot of people. But I remain confident about what is ahead, especially for Falconedge shareholders, who can take comfort in a model that does not rely solely on price appreciation or sentiment. We won’t stop aiming to grow and deliver value in all market conditions for our shareholders and investors. Enjoy the rest of your Sunday! AQUIS: #EDGE| OTCQB: | $FEDGF
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Ian White retweetledi
BOOM! Eli Lilly just signed a $2.75 billion deal with Insilico Medicine.
This is actually huge for longevity. Let me explain why. 🧵
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One of the better analysts in the game @willywoo ; lots of analysis in this space is typically polarized to grab your attention, and not very much rationality.
Willy Woo@willywoo
Old school onchain models suggest a BTC bottom between 46k-54k. Also hints at how much time we have to wait. Orange line correlates to the capital stored in BTC and it has been leaving since November. CVDD Floor Model has the advantage of climbing over time, 45.5k right now.
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@AshCrypto I’m not sure how this is market manipulation? This happens all the time
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This is pure market manipulation.
First, Bitcoin dumped $1,700 and liquidated $185 million in longs in just 60 minutes.
Then it pumped $1,300 in the next 15 minutes and liquidated $13 million in shorts.
Market makers are hunting longs on the weekend before the weekly close.
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Told my wife we're down $787k this year.
She said why didn't you just sell in Jan?
Genius.
Never even thought of that.
Kevin Xu@kevinxu
zoom out it gets worse 😭
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Imagine you had to choose your life at age 40:
Option A:
Single. No kids.
$50M net worth.
850 credit score.
Private jet.
Option B:
Married. 2 kids.
$3M net worth.
Drive a Toyota.
10 BTC in cold storage.
500 credit score.
Fly Southwest.
Be honest, which life are you choosing?
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Bitcoin Treasury Company "Nakamoto" is down -99.34% from its peak, erasing over $23.3 billion from its market cap.
If you invested $100,000 in $NAKA last year, today it would be worth $600.
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@AvgJoesCrypto @coinbase Just turn the notifications off my bro
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I have received three separate notifications about College Basketball from @coinbase in the past *hour* alone.
It is absurd that, amidst arguably the worst collapse in trust in this industry’s history, the largest American CEX has completely pivoted to trying to get their customer base hooked on sports gambling, so that they can extract even more exorbitant fees.
At this point, it is undeniable that Coinbase *is* part of the industry’s problem. I will be ending my Coinbase One subscription and moving my business to new a CEX, any recommendations?
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