IsaacJ
220 posts


Bitcoin developers just proposed freezing early BTC wallets forever
Bitcoin developers led by Jameson Lopp have published BIP-361, a post-quantum migration proposal. It requires holders to move their coins to quantum-resistant addresses or face permanent freezing by the network.
The plan would phase out legacy ECDSA and Schnorr signatures over several years, rendering them invalid if quantum computing threats materialize.
Developers argue the move is a necessary defensive measure to protect the network before sufficiently powerful quantum computers arrive.
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@allenjosephaj @BSCNews “Most” but not ALL. I would hate to be the guy who finds an old laptop with frozen BTC
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@FinancialErnie @CleanSpark_Inc I added a little more today, so there is at least one retail owner of the stock.
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$CLSK 🚨‼️🏦
As of today's filings, the institutions own the ENTIRE share count for @CleanSpark_Inc
🤯Institutional Ownership 257,928,359 (100.85%)
⤴️Renaissance Technologies LLC opened a position with 2,581,482 shares
🚀Marex Group plc increases ownership by 23,812% and now hold 5,400,561 shares
📈BlackRock, Inc. increases position by 0.4% and now owns 44,615,211 shares
📈Nuveen, LLC increases ownership by 94.63% and now holds 1,657,545 shares
📈Dimensional Fund Advisors LP increases ownership by 80.44% and now holds 7,779,062 shares.
@smatthewschultz and @GaryVec now have the fuse in hand to send this market cap into orbit🚀🌕




Earnest Hamilton@FinancialErnie
$CLSK 🏦🚨 (3 of 3) 📈Jpmorgan Chase & Co increases ownership by 147.85% and now holds 1,508,573 shares of @CleanSpark_Inc Also holds call options representing 13,800 shares and zero put options 📉Franklin Resources Inc decreases ownership by 2.11% and still owns 115,342 shares 📈Deutsche Bank Ag increases ownership by 3.71% and now owns 366,025 shares
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Happy birthday to my daughter!
Some heartless people won’t congratulate her just because she is different.
Let’s make a change today. Share this story and help raise awareness about the importance of acceptance and kindness. Together, we can create a world where every person, no matter their differences, is loved and celebrated. Click here to learn more about how you can help build an inclusive future. 🌟
Credit - Daniel Cooper

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@saylor @_DannyKnowles Saying, “You’re being myopic” and arguing continuously about the “premise” of the question made for a painful but oddly enjoyable interview to listen to. Danny was a true professional! Maybe it would have been easier to take the compliment that you are the GOAT of TC and move on
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The Bitcoin Treasury Debate Gets Heated
I joined @_DannyKnowles for a conversation on Bitcoin, power, and the treasury company playbook. We recap 2025 and look ahead to 2026, with me noting that Bitcoin’s real progress shows up in institutions, credit markets, accounting rules, and bank adoption—not short-term price action.
We then debate Bitcoin treasury companies, mNAV, and corporate adoption. I reject the conventional criticisms, arguing that attacking companies buying Bitcoin misses the bigger picture and misunderstands optionality, operating leverage, and risk. We explore how Bitcoin is evolving as digital capital supporting digital credit, why credit—not price—drives power, and why focus and endurance matter more than narratives.
CHAPTERS:
00:00:00 – Introduction
00:00:47 – Bitcoin in 2025
00:11:04 – Is the Four-Year Cycle Dead?
00:18:36 – ESG Collapse and AI Changing the Energy Debate
00:25:13 – Are There Too Many Treasury Companies?
00:35:39 – Bitcoin as Digital Capital, Like Electricity
00:46:39 – Optionality of Operating Companies vs. ETFs
00:54:26 – mNAV Gravity to 1
01:06:15 – Digital Credit as the Core Business Model
01:13:40 – Why Strategy Will Not Become a Bank
01:19:33 – Why Companies Fail
01:29:27 – Protocol Conservatism and Distraction Risk
01:36:35 – Why Holding USD Reserves Matters
01:42:13 – Capital Investors vs. Credit Investors
02:03:23 – Money, Power, and the Endless Struggle Through History
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"PubKey might look like your average tavern at first glance [...] but the space is less about the food and more about the community around bitcoin."
Why not both?
cnbc.com/video/2025/12/…
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IsaacJ retweetledi

JUST IN: SAMOURAI #BITCOIN DEVELOPER KEONNE RODRIGUEZ JUST SPENT HIS 1st NIGHT IN PRISON
RT IF YOU WANT TRUMP TO FREE HIM TODAY 🔥


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IsaacJ retweetledi

One of the things I love most about being in the Bitcoin space is how the diversity here is genuine, not manufactured.
We’re a group of people from around the world coming together to provide support to one another as we work to better our own lives and the lives of those around us via this technology and technologies like it (e.g., Nostr).
It’s quite beautiful.
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@Scavacini777 Watch your cash flow. #Bitcoin is going up forever but you have to sleep tonight.
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@Normies_In_S If we could get rid of the bit license the empire will rise.
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@Pledditor @brockm #bitcoin is the life boat for our financial survival. It doesn’t have to be a life yacht.
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Bitcoin holders think that the price is going to rip if we have a financial crisis or a sovereign debt crisis. In reality, Bitcoin is going to fucking dump when that happens. The high priests of bitcoin, in their religious fervor, have convinced themselves the opposite is true. But for those still reachable by reason, I send you this warning now.
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IsaacJ retweetledi

I'm case you're wondering why people are excited about Cluster Mempool getting merged and wondering what it is, check out this thread: x.com/murchandamus/s…
Murch@murchandamus
Let’s talk about Cluster Mempool! 🧵1/X
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Divisibility doesn't create more supply, it just means it can be subdivided for smaller units of exchange for more granular commerce (benefit). More cryptos can be created but none have the dominant network effect, which is very difficult to surmount (I can create a new Facebook called Dougiebook, who would use it?)
The comparison to steak doesn't make your case stronger because the physicality of gold is actually its Achilles heel. It cannot be transmitted digitally, it suffers from counterfeiting (tungsten bars) and it's not practical for exchange because it lacks easy divisibility.
Along the attributes that make for a good money Bitcoin excels, which why historically it has outcompeted its closest financial cousins at the margin. But that process takes time and the monetization of Bitcoin will take decades.
vijayboyapati.medium.com/the-bullish-ca…
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Respectfully, 21 million means nothing. A digital asset is infinitely divisible. And you can create as many cryptos as you want: Bitcoin 2, 3, 4 etc. A crypto unit is not gold anymore than digital steak is steak. It is a liquidity sponge for now, but when liquidity dries up... @dougkass
Eric Weiss ⚡️@Eric_BIGfund
Dougie, just perhaps not every member of yours or Buffett’s generation are the right folks to opine on modern day technologies and how they will impact the future. Enjoy your successes, exhibit some humility and sail off into the sunset. It’s better than being remembered as someone who hung around too long.
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@isaacJ1_ There is no such thing as a Bitcoin purist
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