Taurus

@seanclarke911 Overcast at 300 feet. 😳 Remember the old saying. It’s better to be on the ground wishing you were flying than to be flying and wishing you were on the ground.

So God is playing Dangerous Games 😳 Weather Forecast down to IFR Minimum’s For tomorrow’s ferry Flight in the new plane. This is fucking scary and incredibly dangerous. I am not licensed to fly in cloud. I have flown this plane for about 2 minutes in total, It’s right on the limit for those rated IFR. When I got current with my VFR Pilots license again Jan last year, I did the flight test with a cyclone off the coast. So fuck it, new plane, not legal, right on the limit. LFG! The truth is my Chief Flight Instructor is coming down with me to fly it back. Get There Itis is the number one killer. We are aware of this, the plane is speced out. But 15 seconds after takeoff we will be in another world IMC, Weather is expected to lift slightly, a bit more sky would be nice, before we punch through. Will reassess at the airport in the morning before I catch the commercial flight down, I know this is dangerous, all the signs are there. If the No Go decision has to be made, I will make it. However, What’s Possible. Is this my last day as a man on this planet…. Without a plane? It’s out of my hands, weather Gods fair go mate🙏

Bolivia had a power plant sitting idle. Currency was collapsing, running it for Bolivianos was losing money. Italian firm Alps turned it into a Bitcoin mining operation. Gets paid in USD. Plant is productive again. Stranded asset. Real energy. Hard currency. This is what Bitcoin does to broken financial systems, it doesn't need the system to work. It creates its own. What other stranded assets are waiting?

@seanclarke911 looks awesome mate... would love to go for a spin in a light aircraft again... been a long time since I did that...... someone mentioned "Proof of Flight".. thats a good one.

Legends, I will be creating a second channel for the plane adventures that are not directly tied to bitcoin. Need some help brainstorming channel names. The planes Name is Spirit of Satoshi. The registration is VH-BYO (Bravo Yankee Oscar) Ideas: Gday Freedom - Sean Clarke BYO Freedom - Sean Clarke Sean Clarke Spirit of Satoshi Bitcoin Yankee Oscar Pilot of Satoshi The Freedom Aviator Dream Fly Dive There Will ₿ Signs What do you like? Any other suggestions?

You can now buy a house using your Bitcoin, without selling it. Better Home & Finance and Coinbase just launched the first conforming mortgage backed by BTC and USDC. Fannie Mae backing means this isn't fringe. It's mainstream. The structure: standard first-lien loan plus a second-lien backed by pledged crypto. You borrow against your Bitcoin, not sell it. No capital gains tax hit. For years, the tax bill stopped people from accessing their Bitcoin equity. That's gone now. Bitcoin just became infrastructure for real estate finance.

The SEC just approved Nasdaq to list Bitcoin index options. Here is why that matters in plain terms. Options are contracts that give you the right to buy or sell at a set price before a certain date. When a major exchange lists them on an asset, it means institutional capital can access that asset through channels they already understand, managed by firms they already trust. That is a significant expansion of who can participate and how. You might also wonder about the supply side. Unlike gold, Bitcoin has a hard cap of 21 million coins. When derivative contracts represent claims on that fixed supply, how does that dynamic work? Most Bitcoin derivatives settle in cash rather than requiring actual Bitcoin delivery, which means the supply pressure works differently than it would with physical settlement. This is not inherently negative, but it is a structural question worth understanding as the market grows. Infrastructure builds on itself. ETFs came first, now options. That pattern is how an asset class becomes institutional-grade.

For years, Apple blocked any external payment rails on iOS. No crypto. No Lightning. No linking users to payments outside Apple's 30% commission toll booth. If you wanted Bitcoin on an iPhone, Apple wanted their cut. That just ended. A federal court ruled Apple must allow external payment options, including crypto. Developers can now link users to Bitcoin payments, Lightning wallets, and NFT marketplaces without Apple's commission. Apple is also barred from tracking or limiting off-app transactions. This did not happen in a vacuum. The EU forced open app stores. Brazil's antitrust regulator forced Apple to allow third-party stores and external payments. Japan got its own concession. The Ninth Circuit just sent the US case back to Judge Gonzalez Rogers to determine what commission Apple can actually charge. Fortnite is back on the App Store worldwide. The walls are falling from every direction. And this morning, BitGo made Lightning disappear behind an API for institutions. Now crypto payment rails are allowed on the world's largest mobile platform. The infrastructure layer and the access layer both opened on the same day. 1.5 billion iPhones just became potential crypto wallets. Protocols become invisible when the infrastructure matures. The walls do not fall all at once. But they are falling.

UBS just bought another $98 million dollars in Strategy shares, pushing its total holdings to 6.31 million shares worth $1.12 billion. Switzerland's largest bank. Over a billion in Bitcoin exposure through a single stock. The news says $35 million. That was the starting position. It is now $1.12 billion. UBS went from $800 million to $1.12 billion in months. That is not a toe in the water. And UBS is not alone. Multiple institutions have been accumulating Strategy shares throughout 2025 and 2026. None of them are doing this on a whim. These are regulated banks, asset managers, and sovereign-adjacent firms. A position of this size requires board-level approval, risk committee sign-off, compliance review, regulatory assessment, and fiduciary justification. Every layer of that process had to conclude the same thing: Bitcoin exposure through Strategy is a legitimate institutional position. Companies like UBS do not move fast. They move deliberately. Every share purchased represents months of analysis, stress testing, and conviction. When a bank with $1.6 trillion in assets under management puts over a billion into Bitcoin exposure, the question is no longer whether institutions believe in Bitcoin. It is how much they plan to hold. Strategy currently holds 818,334 BTC at an average of $75,535 per coin. That is the exposure these institutions are buying into. Institutional adoption is no longer a narrative. It is a balance sheet entry.

This morning we posted about Australia's debt spiral. RBA hiked to 4.35% in an 8-1 vote. Governor said "we're going to be poorer." Every lever pulled, none working. Now the jobs data landed. Unemployment just jumped to 4.5%, up from 4.3%. The economy shed 18,600 jobs when economists expected 15,000 new ones. That is a 33,000-job miss. Female unemployment jumped 0.4 percentage points. Both full-time and part-time employment fell. First employment decline all year. And inflation is still at 4%. The IMF flagged Australia as the highest inflation among advanced economies. The RBA's own outlook says trimmed mean inflation peaks at 3.9% next quarter. Inflation rising. Unemployment rising. Growth below trend. That is stagflation. The RBA cannot hike without killing more jobs. Cannot hold without letting inflation stick. Cannot cut without reigniting the housing market that has 187% household debt-to-income and 65% variable-rate mortgages. What happens when every lever fails? 21 million Bitcoin.

I ran a Lightning node. Thirteen channels. It was hard. Channel management, liquidity rebalancing, watchtowers, key security. Every channel needed its own liquidity balance. Open too many and your capital is locked in places it cannot move. Open too few and you cannot route payments. One wrong move and your funds are stuck waiting for a timeout. That is the reality of Lightning infrastructure today, and it is exactly why institutions have stayed away. BitGo just integrated Lightning Network into its Crypto-as-a-Service platform. Institutional clients can now send and receive Lightning payments through an API. No node management. No channel liquidity headaches. No hiring a team of Lightning engineers. Voltage handles the plumbing. BitGo wraps it in qualified custody, compliance, and key management. The client just calls the API and the payment goes. This is how protocols become invisible. Lightning used to be something you had to understand to use. Now it is something you just call. When payment infrastructure disappears behind an API, that is not a niche product for Bitcoin enthusiasts. That is the plumbing going mainstream. BitGo is a federally chartered trust bank regulated by the OCC. This is not a startup experimenting. This is regulated custody adding Lightning as a default feature. The hardest part of Lightning was never the idea. It was the operational complexity. Remove that, and what you have is the fastest, cheapest payment rail on Earth available to any company that can call an API.

Late payments between businesses just hit a six-year high in Australia. That is not households struggling. That is companies holding onto cash because they do not have it. When suppliers stop getting paid on time, wages get delayed next. The stress has jumped from mortgage holders to the corporate chain. One hundred thousand homes on the brink. Sydney auction clearances at COVID lows. Bond yields above 5%. Household debt-to-income at 187%, highest on the planet, and 65% of mortgages are variable rate. Every RBA hike fires straight into higher repayments overnight. Now the squeeze has reached business-level too. The RBA just hiked to 4.35% in an 8-1 vote, and their own forecasts say growth stays below trend "for an extended period." Their own Governor said "we're going to be poorer." Their baseline assumes Hormuz reopens soon. Their adverse scenario has growth below 0.5%. Every lever makes the disease worse. Hike rates to fight inflation? AUD rises, exports die. Hold? Inflation sticks at 5.9%. Cut? Housing stabilises but inflation runs hotter. Interest on government debt almost equals the entire deficit. They are borrowing to pay interest on borrowing. GDP at 1.3% while the deficit runs 28 billion. The budget papers say 2.25%. The RBA says 1.3%. Someone is lying to themselves. What happens to an economy when every lever is pulled and none of them work? The one number that cannot be lied about: 21 million. @GreenTyler27

A Bitcoin mining company just won a bid to heat 2,800 homes in the Nordic region. Not a side project. Not a gimmick. An 8-megawatt heating plant running on Bitcoin miners. Canaan deployed 920 Avalon hydro-cooled units that produce hot water at near 80 degrees Celsius, feeding directly into a district heating network. The parallel architecture of the miners delivers more consistent output than a traditional boiler. The CEO helped design it personally. 8 megawatts. Replacing fossil fuel heating. Delivering compute and warmth from the same machine. Sweden already logged 11,247 grid stabilisation events from mining. Seven nations are deploying it for grid services. The narrative has shifted from "wastes energy" to "one machine, multiple services." The energy that used to be expelled and forgotten now heats a home in Scandinavia. Not every location is lucky enough to need the heat. But for the places that do, Bitcoin mining is becoming critical energy infrastructure. The machine does not choose where it runs. But the homes it heats are getting warmer.

The US sold its debt to the world for decades. Now the world is quietly deciding it does not want so much of it anymore. Japan just sold $29.6 billion in US Treasuries in a single quarter. The 30-year yield hit 5%. Bitcoin failed to break its 200-day moving average for the fifth time, sitting around $77,000 while a 5% risk-free rate pulls capital away from everything speculative. This is not complicated. When a 30-year government bond yields 5%, every dollar in Bitcoin has to earn more than 5% just to justify staying there. That is the math. That is the headwind. And it is not going away. The US debt is $36 trillion. Every 1% increase in borrowing cost adds $360 billion in annual interest. The trap is self-reinforcing: raise rates to attract buyers and the servicing bill explodes, cut rates to reduce servicing and creditors demand higher yields to compensate. The countries that bought the most US debt are now the ones selling the most. Japan. China. They are not wrong. Bitcoin was designed for exactly this. Fixed supply, no sovereign to trust, no debt instrument to reprice against, no central bank to print and dilute your share. When the system that runs on trust stops being trustworthy, the system that runs on code has the floor. The question is not whether it happens. It is when more people stop pretending it will not.

Minnesota just passed the most sensible crypto legislation in the US. Two bills, same week, same governor, one clear principle: regulated institutions in, predatory operators out. HF 3709 lets state-chartered banks and credit unions custody Bitcoin and other digital assets starting August 1. The House voted 130-4. The Senate voted 51-16. This is not a partisan fight. This is consensus. Customers get fiduciary protection, segregated assets, and compliance oversight. Banks cannot trade, invest, or lend what they hold. It is custody, pure and simple. At the same time, SF 3868 bans crypto ATMs statewide, specifically targeting the kiosks that scam seniors. All machines shut down by August 1. Same deadline, opposite direction. Open the regulated door. Close the unregulated one. St. Cloud Financial Credit Union reports 20% of their members already hold crypto. One in five people walking into a local credit union in Minnesota already own Bitcoin, and they had nowhere compliant to put it until now. This is how a state says crypto is real without saying it. The question stopped being "should people have this?" and became "how do we protect people who already do?"

Japan just made crypto a legal payment method. Starting June 1, foreign-issued stablecoins are recognised as electronic payment instruments under Japanese law. Not securities. Not speculative assets. Payment tools. JPYC is already live as the world's first regulated yen stablecoin. USDC has approved Japanese exchange access through Circle and SBI. The three biggest banks in Japan are building a trillion-yen settlement network using stablecoin rails. Corporate clients never even touch a crypto wallet. They use their existing banking dashboard, and the banks settle on the backend with smart contracts. When a G7 economy builds this much infrastructure around digital assets as money, the "is crypto even real?" argument is over. The question has moved from "is this legitimate?" to "how do we regulate this as money?" And that frame shift? It helps Bitcoin more than any ETF ever could.

@LawrenceLepard Done.

Can someone help me out and report this guy. I am blocked. He has 1,370 followers

When Bitcoin miners used 150 TWh, the headlines said the oceans would boil. Now AI data centres are projected to consume over 1,000 TWh by 2030, and it's called "exciting infrastructure investment." The largest utility merger in history just happened specifically because AI needs more power than the grid can deliver. NextEra and Dominion combined in a $67 billion deal to try to feed demand that is cancelling half the data centres planned for this year. 7 gigawatts of capacity scrapped because transformers take 5 years to arrive and grid connections take even longer. Meanwhile, 100 UK data centres are choosing to burn gas to keep up. But sure, Bitcoin was the environmental problem. The objection was never about electricity. It was about who controls the money. Bitcoin miners have been solving this exact problem for a decade. Stranded energy. Grid balancing. Frequency regulation. Curtailment capture. Demand response you can switch off in seconds. A Swedish Bitcoin miner stabilised the grid 11,247 times last year. The AI data centre cannot switch off at all. It needs guaranteed baseload around the clock. Bitcoin is flexible by design. AI is inflexible by design. One was vilified. The other is subsidised. The difference is not the energy. It is who the energy serves.

The RBA just hiked to 4.35% in an 8-1 vote. Their own forecasts say growth stays below trend "for an extended period." Their own Governor said "we're going to be poorer." Their own baseline assumes Hormuz reopens soon, which it hasn't. Their adverse scenario has growth below 0.5%. Every cure makes the disease worse. Hike rates to fight inflation? AUD rises, exports die. Hold? Inflation sticks. Cut? Housing stabilises but inflation runs hot. Australia has 187% household debt-to-income, 65% variable-rate mortgages, and Sydney auction clearances at COVID lows. The RBA is tightening into a slowdown and admitting it. This is what sovereign debt spirals look like in real time. Borrowing to pay interest on borrowing. GDP at 1.3% while deficit runs $28 billion and bond yields sit above 5%. The budget papers say 2.25% growth. The RBA says 1.3%. Someone is lying to themselves. The one number that can't be lied about…21 million Bitcoin.

Charles Schwab just rolled out spot Bitcoin and Ethereum trading to 35 million clients. Thirty-five million. That is not a beta test or a closed pilot. That is the largest single expansion of retail crypto access in history, across a platform managing over $10 trillion in client assets. This is what adoption actually looks like. Not a headline about a fund buying Bitcoin. A mainstream brokerage with 35 million accounts making Bitcoin as accessible as a stock trade. Schwab clients waking up and finding Bitcoin in their app alongside equities and bonds. No special wallet. No separate exchange. Just there. When Schwab, the largest retail brokerage in America, puts Bitcoin next to equities on 35 million screens, the question is no longer whether Bitcoin belongs in a portfolio. The question is what took so long. Bitcoin isn't alternative anymore. It's infrastructure.

Goldman Sachs just filed its Q1 13F. The numbers tell a clear story. They completely exited their $154 million XRP ETF position. Fully liquidated Solana. Slashed Ethereum by 70%. And kept all $700 million of Bitcoin ETF exposure untouched. Not reduced. Not trimmed. Unchanged. Then they increased positions in Circle, Galaxy, and Coinbase. The infrastructure companies that earn revenue regardless of which token pumps. Simultaneously reduced exposure to Strategy and miners. Goldman is not retreating from crypto. They are concentrating on the thing that cannot be diluted and the infrastructure that makes it work. Two banks, same signal, same day. Intesa Sanpaolo expanding Bitcoin on its own books this morning. Goldman keeping $700 million in Bitcoin while dumping everything else this afternoon. When the most sophisticated firms on Wall Street choose between Bitcoin and altcoins through uncertainty, Bitcoin wins every time.