Kevin.Stacks

The AI buildout is absorbing capital at historic scale, creating temporary pressure across global markets. That does not weaken Bitcoin. It strengthens the case for scarce, liquid, digital capital. Bitcoin remains the premier asset for the long term. $BTC

54% chance that the CLARITY Act becomes law this year. Pass it NOW or never!

Some thoughts on $BTC being down during this historic stock bullmarket: If $BTC is an emerging Store of Value for a digital first world, then it makes sense that it's selling off in order to fund the intelligence layer of the digital world. IMO this is not $BTC breaking. Capital that was stored in $BTC is now redirecting towards a new frontier. This makes complete sense. Especially when you consider who the largest $BTC holders are. Who are the whales? At a minimum they are individuals who understand the digital world, assymetries and world changing technologies. AI is that next opportunity. The market is showing us that. So what does this mean for $BTC? Capital is redirecting towards growth in AI. Capital does not to be stored right now, it needs to be used. Although it's not what what any of us "Bitcoiners" want to hear, I think this is the most simplest high level explanation of what's happening. How long will this last is not the right question IMO. Because timing these things is for forces beyond most of us. The better question I think, is what is the role of $BTC on the other side of the build out of this digital world? I think $BTC will emerge as the premiere store of value and pristine collateral of the digital age. At some point the digital economy will begin storing capital in $BTC. And right now you can buy into that network at a $1.3T valuation. Which raises an interesting question. How much will that network be worth when it fulfills it's true role? This is the correct framing IMO.

Buying Bitcoin today is front running the forced diversification of a completely AI saturated equity market. With not one, not two, but three massive inclusion of 5 Trillion dollars of equity value into the index, diversification requires venturing out on the risk curve.

Some thoughts on $BTC being down during this historic stock bullmarket: If $BTC is an emerging Store of Value for a digital first world, then it makes sense that it's selling off in order to fund the intelligence layer of the digital world. IMO this is not $BTC breaking. Capital that was stored in $BTC is now redirecting towards a new frontier. This makes complete sense. Especially when you consider who the largest $BTC holders are. Who are the whales? At a minimum they are individuals who understand the digital world, assymetries and world changing technologies. AI is that next opportunity. The market is showing us that. So what does this mean for $BTC? Capital is redirecting towards growth in AI. Capital does not to be stored right now, it needs to be used. Although it's not what what any of us "Bitcoiners" want to hear, I think this is the most simplest high level explanation of what's happening. How long will this last is not the right question IMO. Because timing these things is for forces beyond most of us. The better question I think, is what is the role of $BTC on the other side of the build out of this digital world? I think $BTC will emerge as the premiere store of value and pristine collateral of the digital age. At some point the digital economy will begin storing capital in $BTC. And right now you can buy into that network at a $1.3T valuation. Which raises an interesting question. How much will that network be worth when it fulfills it's true role? This is the correct framing IMO.

Four ideologies shape the Bitcoin community. Maximalists bring conviction. Capitalists bring integration. Technologists bring innovation. Fundamentalists bring preservation. Bitcoin reaches its full potential when these four forces work in harmony.

$58k forever