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@George275523842 @BobLoukas Over ~$1 trillion of user wealth is stored in btc. How much have the users paid for AI access/services so far? $10s of billions?

AI was all the buzz in 2025. But it feels like in the just last 2 weeks that’s up 10x in engagement/discussion.

@TheRealPlanC @boomer_btc @DJ69_Port @stephanlivera Unlike other commodities, Btc production cost is more dynamic. If it trades under production cost, hashers might stop operating, which could lead to difficulty adjustments and potentially lower production costs.

@boomer_btc @DJ69_Port @stephanlivera Thanks for your response, Bob. You must be below the average though, correct? What would you say the estimated global average cost of production would be if you had to guess? Does $67,000 seem high or low?

Important: One of the most significant Bitcoin charts you have most likely never seen! Notice how many times Bitcoin has found support at this estimated cost of production red line. The line currently sits at $67,000. This is not just on-chain data—this is a cost of production model for Bitcoin, which is a commodity, and commodities almost never trade below their cost of production. Shout out to (@)paulewaulpaul for creating this chart. Make sure you give him a follow; he does unique and great work.

@ArchieX__ It was in gold terms

2025 was a bear market. Change my mind.

@_Checkmatey_ @IIICapital Yes, it’s a Saylorism :) When it comes to the difference, he argues Bitcoin is “the most pristine capital” or the best base asset to build on.

@IIICapital And how does this differ to 'analog credit' backed by any other asset, most of which are not physical either?

Digital Credit can be issued to acquire bitcoin (high mNAV) or acquire shares (low mNAV). Both can generate a positive BTC Yield. Interestingly, the further a stock trades from 1x mNAV (above or below), the greater the potential for accretive transactions.

@adam3us @cguida6 @LibreHans Bitcoin is censorship-resistant, not censorship-proof. So why do people dismiss filters as 'not working' instead of recognizing they’re spam-resistant, not spam-proof?

@cguida6 @LibreHans network schelling points change, viz sub 1s/vb summer. so "it always worked before" until it didn't. filters only work if there is no organized incentive by users, and miners won't mine it anyway.

@_Checkmatey_ @CcMyfeelings @BitPaine I get the “incentive → accept out-of-band Tx” logic. But how does increasing OP_RETURN help? Isn’t it “incentive → use witness discount” then?

It's the same logic presented by Core mate. The filters are measurably ineffective, Bitcoin is literally designed to prevent censorship when only a small minority relay. There are an infinite number of ways they will hide data, consuming the scarcest resource which is qualified developer time. If I was a nation state actor, I'd force ossification and distraction with something like this too. Finally, the filters only make it more likely out of band payments to miners become the norm. Miners will accept it because they like money. You can't stop this once it's developed. UTXO set bloat is a problem, and op return is the least harmful 'spam' vector since it's a) more expensive and b) can be pruned from the UTXO set. To come to a conclusion that filters and knots are the solution, is frankly falling for what appears to be an ocean mining advertisement scam. It is devoid of evidence and reasoning, and relies on folks being fired up by narrative, and not technical reasoning.

the sublime fucking irony is this: I am inundated by spam in my email. I am inundated by spam on my phone. I am inundated by spam in my texts. I am inundated by spam in my snail mail. I am inundated by spam in my tweets. the one and only fucking place that I remain COMPLETELY AND UTTERLY UNAFFECTED BY SPAM is when I use Bitcoin. my node runs just fine on the $25 raspberry pi and 1TB SDD I bought five goddamn years ago. I can send a transaction in the next block for $0.15. literally, and uniquely, not even one time have I been materially affected by spam in my use of Bitcoin. probably because it was designed to be a fucking spam filter and despite what you retarded lunatics imagine, it works really fucking well to just put a price on spam. better than any possible filter you could devise.

@SteveSimple Thanks so much for the kind reply, Steve!🙏 I think this is a really interesting point—and congrats on building such a unique tool! 🤯👏

@moonjedi For example the $100 usd cluster is likely to have 10x the density of the $1k usd cluster And every other consistent relationship I can find Once you can identify which cluster is which round amount, you have a price No bootstrap

Why are you watching the off-chain price when you could be watching the on-chain price Live at utxo.pro Added perk: Hop in the chat and fight off the scammers with me!

@LynAldenContact Soon, emptying reused addresses when fees are low could become a common practice like UTXO consolidation. Wallets with user friendly multisig implementation can also become more widespread.

My answer is quantum computing. There are ways to navigate it, but there are disruption risks for a decentralized system when upgrading to being quantum hard. And ahead of time, smart capital will calculate probabilities of disruption, and allocate accordingly.

@_Checkmatey_ Great work as always🙏I'm slightly confused. BTC isn't CPI inflation hedge. Hedge against monetary debasement. But,CPI is a result of M2 increase. Part of BTC utility/value is fixed supply. Is it fair to deduct it? Price to be interpreted as is, no?

Just rolled out an inflation adjusted #Bitcoin price and MVRV Ratio, with 1-Jan-2020 as the reference point. I also assume that US CPI is the 'bare minimum', and it is more likely 2x or 3x larger (at least) ⚫️ $55.0k spot 🔵 $45.6k (1x) 🟠 $38.9k (2x) 🔴 $36.2k (3x) charts.checkonchain.com/btconchain/pri…

@TXMCtrades @zerohedge

@zerohedge Calm down

M2 now positive with rates at 5.5%. And rate cuts/QE/YCC are just a matter of time

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