Crypt0_G

[ARFC] AAVE and Bitcoin: A Treasury Strategy Built for Full Cycles governance.aave.com/t/arfc-aave-an…

@caprioleio @Josh_Rayner Your just wrong, The numbers don’t make sense because your acquisition cost is to high and your over paying. And you’re asking the wrong question. I guarantee I can show you different if we could get on a call

Yes I have never understood the economics of investing in Bitcoin mining, I've done the analysis every few years, and the ROI has always been better to simply buy the underlying. Still it's a concerning trend to see 100% of Bitcoin miners all unanimously and voluntarily pivot out of the industry.

This is a wild and concerning trend for Bitcoin. This is far worse than I had realized. This is a list of all the major public Bitcoin miners. ALL have made statements to pivot to AI. ALL are targeting major shares of revenue from AI from here, not Bitcoin. On average current Bitcoin revenue is expected to drop from 90% to just 30% in the next 2-3 years! Do you see a pattern? The stocks doing the best in recent years all jumped into AI big time. Those with 80%+ AI share of revenue targets saw their stocks climb up over 500% on average. Those targeting <60% AI revenue saw 1/10th the growth, with many having negative 2 year returns. The message is clear. If these numbers are even half accurate, and they are based on direct company statements, the energy and commitment to Bitcoin is under significant threat over the next 2-3 years. All while Quantum computing is taking off and poses an existential threat to Bitcoin unless we change the code. Many of these miners are not even planning to upgrade or renew Bitcoin mining hardware at all, simply running out lifespan of the existing and reinvesting only in AI. The market has been voting with its feet. Now the miners are voting with their feet. Just as Bitcoin is about to approach its biggest ever threat in the coming years, the backbone of its security is leaving the industry. Bitcoin used to be famed for having the biggest computing network in the world. It's now collapsing into AI at record pace.

ISM is flashing strength. Manufacturing and services momentum holding up better than expected. If this trend persists, it may be an early leading indicator for risk assets. Liquidity follows growth. Risk follows liquidity. Bitcoin tends to sniff that out before most. Watch the macro before you watch the candles

A lot of similarities between now and this time last year as far as price volatility. The key difference is that this time we are in a midterm year and most importantly there an actual geopolitical catalyst in motion. That adds a real risk premium to the system. Liquidity does not rush back into markets when uncertainty is unresolved. It waits. This can absolutely get worse before it gets better. Volatility expands when macro stress intersects with geopolitical uncertainty. But when clarity returns, capital does not trickle back in. It floods! Generational buying opportunities across multiple sectors are at the door. #Buckleup

Focus is currently on Bonds (they tell the truth)

Video message from Federal Reserve Chair Jerome H. Powell: federalreserve.gov/newsevents/spe…

@aave governance.aave.com/t/temp-check-a… give it some thought & let’s talk

@wsfoxley @matthew_sigel Not a tactic. Just public thinking. People can decide for themselves what’s useful and what isn’t. I speak from direct experience. And for the record, the Big Beautiful Bill wasn’t announced until six months later.

@matthew_sigel just realized the guy who wrote this is a sales member at @blockware interesting tactic for sales

🚨 AAVE Proposes Bitcoin Treasury Governance temp check to: >Establish a Bitcoin mining revenue stream using the treasury for capital gains and tax benefits. >Integrate GHO directly into the Bitcoin network via a partnership with Blockware, allowing GHO to be used to purchase mining hardware. >Targeting 33% net annualized return

@crypto_notte @matthew_sigel I did I allocated over 250k - I don’t just talk about what I don’t know

@matthew_sigel proposer should try mining with its own capital

@matthew_sigel @3615crypto Never was intended to be an ad

@3615crypto Yep

Is Bitcoin mining still for the plebs? At BitcoinDay Tampa, Jill Ford of @bitforddigital led a no-fluff mining panel with experts across the industry—David Gamble (@dgamble331) from @blockware, Steven Smith (@sstackmore) of Celestial Mining, and Jon Taylor of Bitcoin Mining World. They broke down how beginners can enter the space, avoid scams, and scale smart. Special thanks to Jill and Bitford Digital for sponsoring and leading this essential convo.

Bitcoin is still only .1 of a million there’s a lot of room to build let’s get it!

The worlds greatest fiction writers couldn’t have conceived of a timeline like this

@sarge_21m @blockware @hashrate Schedule some time and let’s talk. calendly.com/david-gamble-1…

@blockware @hashrate Sell me on hosting with Blockware.

“What separates Blockware from other hosted Bitcoin mining providers?” We invented the first fully liquid, P2P ASIC Marketplace. You can buy and sell miners with a single click — capturing the of mining: - Cash Flow - Tax Write Offs - BTC Accumulation @hashrate explains 👇

Bitcoin 2025 in Las Vegas 🎲 @dgamble331 says we’re going to $15,000,000 😎 What do you think? 🤔

All praise to God &Grateful to know how blessed and fortunate I am to be here. Something about knowing not to fear and walk in his purpose! #intention & #alignment

Cant be too humble they start acting like you aint you 🗣️- #Gogetit!