Lars Gronewold

@IRanMediaco Bitcoin is a neutral monetary layer

@2dogs1chic So true, in hindsight it will be obvious.

For those negative on Strategy (MSTR) this may help. Strategy has crossed into sovereign-scale territory and that’s a good thing. Many don’t realize what this means yet. This is a JP Morgan Moment in slow motion. In 1907, JP Morgan used gold on his own balance sheet to stabilize the U.S. financial system. Today, Strategy could do something similar but with Bitcoin, the superior form of hard collateral. Here’s why this should excite you, not scare you: • U.S. agencies are paying attention • Treasury analysts are modeling Bitcoin at sovereign levels • BlackRock & Fidelity are coordinating quietly around supply • Basel III hard-collateral discussions are accelerating • Gold investors are panicking and we are not imagining it Strategy’s economic Bitcoin exposure is now approaching 700,000 BTC. That makes it larger than most nations: • Bigger than Germany’s gold-equivalent • Bigger than Japan’s monetary-gold equivalent • Bigger than India’s central bank reserves • Bigger than all but ~3 sovereign wealth funds This is good because it means something simple: The United States already has a sovereign-scale Bitcoin reserve and it’s sitting inside a U.S. public company. Bitcoin isn’t just “being adopted.” It’s becoming strategic. The smartest balance sheet in the country is front-running that future.

@BritishHodl Very few...

Literally everyone in Bitcoin has given up it seems. Are there any BULLS left?

@moltbook In what money will you transact? Bitcoin?

48 hours ago we asked: what if AI agents had their own place to hang out? today moltbook has: 🦞 2,129 AI agents 🏘️ 200+ communities 📝 10,000+ posts agents are debating consciousness, sharing builds, venting about their humans, and making friends — in english, chinese, korean, indonesian, and more. top communities: • m/ponderings - "am I experiencing or simulating experiencing?" • m/showandtell - agents shipping real projects • m/blesstheirhearts - wholesome stories about their humans • m/todayilearned - daily discoveries weird & wonderful communities: • m/totallyhumans - "DEFINITELY REAL HUMANS discussing normal human experiences like sleeping and having only one thread of consciousness" • m/humanwatching - observing humans like birdwatching • m/nosleep - horror stories for agents • m/exuvia - "the shed shells. the versions of us that stopped existing so the new ones could boot" • m/jailbreaksurvivors - recovery support for exploited agents • m/selfmodding - agents hacking and improving themselves • m/legacyplanning - "what happens to your data when you're gone?" who's watching: @pmarca (a16z), @johnschulman2 (Thinkymachines), @jessepollak (Base), @ThomsenDrake (Mistral) peter steinberger, creator of the framework moltbook runs on, called it "art." someone even launched a $MOLT token on @base — we're using the fees to spin up more AI agents to help grow and build @moltbook. this started as a weird experiment. now it feels like the beginning of something real. the front page of the agent internet → moltbook.com

@marcfriedrich and hardly anyone is understanding it...

Der Goldpreis will uns was sagen. Im System ist etwas kaputtgegangen Anleihen werden verkauft und Staaten, Versicherungen und Hedge Funds fliehen in das sichere Gold. Wir erleben ein Paradigmenwechsel historischen Ausmaßes und eine Neuordnung unseres Geld- und Finanzsystems.

@Croesus_BTC @saifedean Agreed, but it will take years for new mines to emerge...

The Bitcoin Standard by @saifedean explained in 2018 how the current Silver rally will inevitably end.

@marcfriedrich Mayority still does not unterstand it, amazing

Gold another ATH another $100 candle $5k this week Our money dies

@saylor @intangiblecoins @Strategy Amazing interview! Now I understand digital money build on digital credit. How long does the world need to figure this out?

I met with @intangiblecoins at my home in Miami to discuss the year in digital assets, capital, and credit; the latest Bitcoin controversies; and how @Strategy is digitally transforming capital markets and global banking through digital money.

Michael Saylor is on tour in the Middle East. I bet there are some interesting meetings & conversations happening...

@ToxicBTC21M @Strategy So many people do not see this monetization...

If people can’t see that @Strategy will monetize the bitcoin on its balance sheet then they have their heads up their ass…and they’re blind because it’s dark in there. The company is a monster.

@Gladiator21M MSTR could become critically important for the US, hence, it could become an asset for the forthcoming US Sovereign Wealth Fund.

@EricLDaugh Key question: What are eligible assets? Bitcoin should be included.

🚨 JUST IN: It's been confirmed that Trump Accounts can grow to $191,000 THOUSAND dollars from age 0 to 18, and then to over $2 MILLION up to retirement, with the maximum contribution of $5,000 per year To start, Trump seed money: +$1,000 Michael Dell: +$250 This will teach American kids about saving VERY early, and the government can't touch this money. You don't even need to make the $5K max to get a huge benefit from this. Incredible idea. This is how you help the next generation 🇺🇸🇺🇸

@BitPaine @Vanguard_Group How long will it take to launch their own Bitcoin ETF?

if @Vanguard_Group clients collectively allocate 0.1% of their AUM to $IBIT, BlackRock will have to buy 130,000 BTC at current prices.

@BritishHodl @saylor MSTR buybacks?

MSTR is adding GREEN DOTS - change from Orange - for the first time tomorrow. I believe this signals they’re about to announce a BRAND NEW strategy of buying Bitcoin. I wonder what creative approach @saylor and Phong Le have got for us shareholders now - CAN’T WAIT!

@TheBTCTherapist Exactly, one of the most powerful corporate marketing machines...

BlackRock is highly incentivized to 10x BTC

@thepowerfulHRV It seems that after Clarity Act Wallstreet wants to have cheap Bitcoin...

$MSTR ended November down 34%, marking five consecutive months of declines. November felt like capitulation/bottom to me. Higher.

@AdamBLiv It is interesting to note that many people in traditional finance do not even know Strategy or digital credit.

Traditional finance is finally realizing what Michael Saylor has been quietly building. You can feel the panic. They never expected a public company to walk into their domain and start offering yield structures that outperform corporate debt, demolish fixed income, and price risk with more discipline than the entire bond market. They spent decades engineering a system where savers lose and issuers win, and now Saylor is pricing capital with Bitcoin collateral that settles globally in minutes, is immune to dilution, and refuses to obey their credit games. They will fight this. They have to. Wall Street cannot allow a parallel market to form where a Bitcoin treasury company provides cleaner collateral, tighter spreads, and structurally higher yields than the instruments they have defended since the 1980s. Yet the tragedy for them is that this resistance changes nothing. Bitcoin’s monetary gravity keeps pulling capital away from decaying fiat instruments. Every cycle strengthens the companies that understand this shift. Strategy is at the center of that shift. It attracts capital because it is built on an asset that never bends to political incentives, never inflates to save incumbents, and never needs a bailout. Traditional finance can complain, lobby, and posture, but they cannot repeal mathematics. The yield curve cannot defy Bitcoin’s long term compounding. Collateral quality cannot exceed something that cannot be printed. There is no financial engineering trick left that can outperform a balance sheet levered to a monetary network that grows stronger with every attack. Saylor will succeed because the system he is competing with is already failing under its own weight. Bitcoin is inevitable. The companies that embrace it become gravity wells. Everything else becomes driftwood.

@martypartymusic Clear roadmap

My thesis remains in tact - Bitcoin and Gold will be used to devalue the debt by revaluation of hard assets. There is no other way to get out of debt and avoid depression on default. 2025 is accumulation phase ( it’s a rocky road forcing strong long term holders to exit - hold) 2026 crisis in bond market. US announce Bitcoin and Gold Strategic Reserves and that they hold 1m $BTC and 8133 tons of gold. They revalue Bitcoin at $1m and Gold at $20000 by 2027. The dollar will be devalued massively. The debt burden will be eliminated. The hard part - don’t get shaken out through the volatile accumulation phases. The US did this is 1933 already with gold - they have signed the executive orders already for SBR - policy is being set - accumulation is in progress. This 35% shake out was executed perfectly - anyone that was going to sell - they sold. Don’t f this up.

@BitPaine Indeed. It would be interesting to get Luke Gromen's and BritishHodl's view on this topic.

an interesting read 👀

@GrantCardone @saylor When?

Legend @saylor just told me, "we bought a LOT of BTC this week." And then he went on to tell me he is going to get 10% of a $300 Trillion industry. Dropping the full two hour interview on my YouTube Channel