Hector Lopez

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@jamieMiner9 Bitcoiners say the darnedest things in here.

@_____Lightning @collision But he isn’t.

@collision @hlopez_ @collision is right.

Blockchains have always been instant. Why is this news?

@collision Bitcoin could do this in 2010 with zero conf. There was an entire “civil war” around it.

@hlopez_ No they have not

Justifying human design is crazy in 2026

@thepowerfulHRV STRC is perpetual dilution of MSTR

A breakthrough moment for me was realizing that when Strategy sells $STRC to buy BTC, it acquires Bitcoin with no dilution to $MSTR common shareholders. The $STRC ATM is massively accretive to BTC/share.

@jamieMiner9 listening to bitcoiners justifying “shitcoining” is perfect.

@xultulpeper @btc_bryan_21

@btc_bryan_21 That’s when price acceleration to the upside will kick in and we’ll start playing in the 7 figures range.

At this pace, Saylor could own 5% of the BTC supply pretty soon. Do you think this is good for BTC?

MSTR has added $136M in yearly obligations. Compressing reserve runway.

STRC yield comes from issuing MSTR shares. That’s it. If MSTR has to use cash reserves, it’s because they haven’t been able to sell shares to pay STRC holders. The rest of this chart makes no sense.

@bepaymoney @bodhicitta777 @jprice614 The security is subsidized by tradfi. People willing to speculate on the value of shares while overlooking the profitability of the mining operation.

@hlopez_ @bodhicitta777 @jprice614 Mining may evolve into large operations, but the security and openness of Bitcoin is what still keeps the system decentralized.

@jpmayall @AdamBLiv If they did sell to cover obligations, they would never able to get $70k for each coin. This would set off a chain reaction of selling.

"Where does the $STRC yield come from?" 6 layers. 122 years of coverage. At today's Bitcoin price. The chart they don't show you on CNBC.

@bodhicitta777 @jprice614 Bitcoin was not designed for this at all. Actually ironic to bring up “decentralization of hash” while the designer of the system wrote Bitcoin will end up as “large server farms”

@hlopez_ @jprice614 Also you are either ignorant or don't understand that bitcoin was designed to make miners have to find cheaper and more efficient sources of energy to study competitive and profitable over time. This helps decentralize hash and drives humanity towards type 1 kardashev.

@bodhicitta777 @jprice614 You are trying to find a justification for why it’s not. Yet you don’t seem to consider that it’s just not useful. Meanwhile miners have left because there’s actual demand in AI and not in Bitcoin.

@hlopez_ @jprice614 Monetization doesn't move on your expected timeline. People may accept them in trade with you if they want that service. Pure monetary premium takes longer to upset an entrenched network effect especially when the incentive is to hold it long term until others demand to be paid

Nothing says Bitcoin is valuable more than resorting to high school FOMO tactics.

@bodhicitta777 @jprice614 It’s been 17 years and there are more people willing to take Anthropic credits, which is younger. Why? Because they are useful.

@hlopez_ @jprice614 It doesn't have the network effect yet to be that in demand for payment. For example of you tried to pay me in Pokémon cards or cigarettes I wouldn't agree to that trade unless that is what I want because I don't know who else will trade me what I want for those items.

@bodhicitta777 @jprice614 They are money within groups of people. If Bitcoin were a better money, more people would naturally use it because there’s an issue with trading their value for goods and services.

@hlopez_ @jprice614 Those all have money-ness and can be used for trade of you find a willing participant but do not have superior qualities of money and are not the most saleable goods in the market.

@bodhicitta777 @jprice614 Anthropic credits. Starbucks points. Pokémon cards. Cigarettes.

@hlopez_ @jprice614 Provide them.

@bodhicitta777 @jprice614 That’s your belief, but there are many counter examples.

@jprice614 @hlopez_ a new money goes through 3 phases of monetization. Store of value, medium of exchange, and unit of account. Depending on the individuals agreeing trade it can be seen as any and all of these since all valuation is intersubjective.

@tomyoungjr @dotkrueger What did I just read?

Bitcoin sits outside the human control system. Fiat does not - debasement Gold does not - 6102 Real Estate does not - Malibu Alt coins - founder control When the ecosystem loses faith in human control, wealth will migrate to Bitcoin. Agentic AI largely has come to that conclusion and when it scales, look out.

There is a certain Zen to Bitcoin. Other assets don't have it. Crypto has negative Zen.