Stephan Liuem

@stephanlivera x.com/i/grok/share/5…

Bitcoin is in a

@BTCpragmatist @lukedewolf @derekmross @stephanlivera x.com/i/grok/share/1…

@lukedewolf @derekmross You should read this, it is very well done and covers the risk question well. stephanlivera.github.io/Bitcoin-Spam/# Best explanation I have read, credit @stephanlivera

BIP-110 supporters aren't bad people. They're our friends. They're incredibly passionate Bitcoiners that realize Bitcoin is money and hate spam. Unfortunately, their passion for Bitcoin as money and their hatred for spam has clouded their judgement and made them forget what makes Bitcoin beautiful.

@rodpalmerhodl x.com/i/grok/share/1…

new idea for bip 110 coin name after plebs fork off

@BTCpragmatist @HShearsay @matteopelleg @stephanlivera x.com/i/grok/share/1…

@HShearsay @matteopelleg You should read this, it is very well done and covers the risk question well. stephanlivera.github.io/Bitcoin-Spam/# Best explanation I have read, credit @stephanlivera

core devs could end this in 5 minutes by announcing that they’re going to change OP_RETURN default back to 80bytes

@BTCpragmatist @lukedewolf @derekmross @stephanlivera x.com/i/grok/share/2…

@Rob1Ham @AnchorWatch @CoinCorner @BitGo x.com/i/grok/share/2…

Today, @AnchorWatch is launching Multi-Institution Custody. Built on our Trident Vault infrastructure, it lets individuals and companies secure bitcoin without managing keys themselves. We’ve partnered with @CoinCorner and @BitGo as institutional custody providers. Our YubiKey integration adds phishing-resistant authentication and stronger protection against deepfake-enabled social engineering. Available with optional 1:1 insurance coverage through Lloyd’s of London, bringing institutional-grade custody and comprehensive bitcoin protection together in one product.

@ercwl @hodlonaut I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅555 Myreal-time currency trading alerts and investment strategies, as well as market forecast analysis. ➡️ Reply with "555" to my WhatsApp number +15393254368 WhatsApp🔗: wa.me/+15393254368

@hodlonaut Large OP_RETURNs don’t ”facilitate Alpen’s business model”. As Citrea already showed, their business model works perfectly fine using unspendable outputs for variable ZK proof sizes. A relaxed OP_RETURN facilitates doing what they already knew how to do without UTXO bloat.

The people frantically trying to smear and discredit BIP-110 tells its own and very clear story.... David Seroy's employer is Alpen Labs. Read more about how the OP_RETURN uncap facilitated Alpen Labs's business model in the CAPTURE series: citadel21.com/the-merge

@SullyMichaelvan I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅999 Myreal-time currency trading alerts and investment strategies, as well as market forecast analysis. ➡️ Reply with "555" to my WhatsApp number +15393254368 WhatsApp🔗: wa.me/+15393254368

I didn’t want to write this. One of the deepest lessons I’ve learned from researching sentiment data is how irrational and angry people get towards the bottom of Bitcoin bear markets. People that are historically aligned often fall into conflicts that wouldn’t exist near tops. The BIP-110 debate increasingly feels like one of those moments. I wanted no part of that. I’ve been publicly cancelled before, and I have no desire to go through that again. I know how painful it is to have an angry crowd criticizing and shaming you, which gives me a strong bias to avoid situations exactly like this one. But I’m pushing against that bias because (for better or worse) I have a novel dataset that offers a unique lens on the BIP-110 debate. I’m going to attempt to keep this unbiased, but before I do, I’m going to lead with what will be my highest-conviction opinion of the entire piece: People like Mechanic and Luke Dashjr understand Bitcoin’s consensus mechanisms better than I do, while Adam Back and Jameson Lopp grasp Bitcoin’s technical nuances more deeply than I ever will. I am not here to pretend I understand these dynamics of this debate better than the people who have spent years studying them. That’s not why I’m writing this. “Then why should I care what you have to say?” Because there is another side of the debate that is also important, and it’s on this side I have a different perspective. The social layer. For those of you new to my work, I’ve been researching the language, narratives, and emotional patterns of different groups throughout Bitcoin. I’ve been (obsessively) studying the emotional regimes and crowd psychology associated with the space. That includes the people now publicly associated with both sides of the BIP-110 debate… and the differences between these groups are striking. I believe I would be doing a disservice by keeping that data to myself simply because publishing it might piss people off. So there will be no paywall on this piece, no call to action halfway through, and I won’t ask you to become a subscriber. I simply want these charts to exist publicly, where anyone can examine them or interpret them differently than I do. I will try to present it as fairly as I can, but I am not neutral, and neither is anyone reading this. People will inevitably see different things in these charts. This data cannot tell us who is technically correct. But it can help us to surface clues about how the debate is evolving, who thinks they are winning, and why I believe one of these groups is currently experiencing an engagement-reinforced narrative environment.

@SullyMichaelvan I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅555 Myreal-time currency trading alerts and investment strategies, as well as market forecast analysis. ➡️ Reply with "555" to my WhatsApp number +15393254368 WhatsApp🔗: wa.me/+15393254368

@stephanlivera I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅666 Myreal-time currency trading alerts and investment strategies, as well as market forecast analysis. ➡️ Reply with "555" to my WhatsApp number +14018439256 WhatsApp🔗: wa.me/+14018439256

So from the strategy.com dashboard they've now got 20 months dividend coverage. Bitcoin bear markets don't normally even last that long. Cycle turns eventually and people's confidence returns.

@stephanlivera I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅555 Myreal-time currency trading alerts and investment strategies, as well as market forecast analysis. ➡️ Reply with "555" to my WhatsApp number +14018439256 WhatsApp🔗: wa.me/+14018439256

😂

@elonmusk @peterrhague @wholemars My strategy analysis ! as follows 👇 👇

@peterrhague @wholemars Our token efficiency seems to be better than any other AI model and we see many more ways to improve inference per watt, so I think Grok will continue to be the best value for money of the frontier models

As usual, legacy media is misrepresenting the situation. I just asked Tesla & SpaceX to try out Grok 4.5 to see if it solves their task, not use it no matter what! They should continue to use other AI models if those models outperform Grok.

@stephanlivera @_Checkmatey_ @_checkonchain My strategy analysis ! as follows 👇 👇

James Check: Spot Buyers Saving Bitcoin Amid Time Pain | SLP755 @_Checkmatey_ of @_checkonchain, joins me to break down the current cycle through on-chain data and market psychology. We’ve seen sales from ETFs and some Treasury Companies, but spot demand remains in a shallow bear market. Check examines why short-term holders flipped into high-conviction buyers, 53K realized price might be a floor and the Pareto distribution among Bitcoin treasury companies. Timestamps: 00:56 — Last Day of Bear Feels Worst 03:26 — Time Pain Grinds Out Weak Hands 05:53 — Shallowest Bear Market Ever Seen 08:53 — Spot Buyers Saving Bitcoin From Zero 11:14 — Short-Term Holders Are Now Smart Money 15:28 — July Bear Bottom: 8-Method Average 18:50 — 53K Realized Price Now the Floor 23:00 — Buy Bottom 15% and Just DCA 28:30 — The AI Trade 30:46 — Bitcoin and Gold Share a Rare Moat 35:23 — Will Most Bitcoin Treasuries Fail? 37:37 — MSTR's Sale of Bitcoin 41:28 — Bitcoin Treasuries Follow Harsh Pareto Rule 47:30 — Bitcoin Treasuries Next Cycle 49:05 — High-Yield Trap?

@david_seroy My strategy analysis ! as follows 👇 👇

Great detailed explainer. Problem is most BIP110 supporters can’t read more than 200 characters at a time.

@orthodoxbitcoin My strategy analysis ! as follows 👇 👇

The phenomenon where you can claim to “deeply understand” Bitcoin after 10,000 hours of podcasts and conversations with bitcoin intellectual heavyweights and simultaneously get absolutely 1-shotted by an AI slop proposal regarding spam, revealing you have no deep understanding of how bitcoin works at all, needs to be studied. There are very few people that learned Bitcoin from first principles, and almost none of them are podcasters, authors, or tour de conference speakers.

@stephanlivera My strategy analysis ! as follows 👇 👇

BIP110 debate summed up

@IIICapital @stephanlivera My strategy analysis ! as follows 👇 👇

Great site @stephanlivera. Computers can easily split data into thousands of small pieces and read it afterward. Forcing a computer to break data into smaller chunks is like asking it to reach 1,000 by adding 1 repeatedly. It sounds tedious to a human but trivial for a computer.

@herogamer21btc @LiveNLetLiv3 @TomerStrolight @murchandamus @theonevortex My strategy analysis ! as follows📈📈 👇 👇

Some information here related to what we are talking about, people aside. Many other reasons can be found if you followed @murchandamus @theonevortex they have good posts re all the technical reasons, it was not culture related reasons I’ve been following their work for a while, all of the people who work on Core basically hate JPEGs

After listening to this it is clear that there is widespread and rational concern over Core’s judgment, integrity and independence - not just from those running BIP110, but from longstanding bitcoiners who disagree with the BIP110ers about many other things. Moreover, it was pretty clear that Core’s defenders are in an anxious, emotional and irrational state of mind, grasping at straws and misdirections to avoid addressing those concerns. Core’s bad choices and the bubble of immature yet self proclaimed experts they’ve surrounded themselves with who basically hurl insults and technobabble while avoiding the substance of the concerns has isolated and shattered confidence and trust in that group. This is worth the listen (especially the last couple of hours) to come to your own conclusions.

@robustus @stephanlivera My strategy analysis ! as follows📈📈 👇 👇

@stephanlivera Hilarious how a bunch of noobs - who never realized that there's 2011-era ASCII art in the blockchain, or that pre-opreturn proofofexistence used recipient hash160 fields to store arbitrary bytes - formed a whole militant religion around a technical impossibly! Morons.

I made an explainer page on Bitcoin spam and why it's impossible to stop. Bitcoin is money, you can't stop spam. stephanlivera.github.io/Bitcoin-Spam/#

@stephanlivera @_Checkmatey_ @_checkonchain My strategy analysis ! as follows📈📈 👇 👇