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Daniel
6.2K posts

Daniel
@stacknship
Investing in AI, Inference and BTC Treasuries
UK Katılım Ekim 2011
814 Takip Edilen809 Takipçiler
Daniel retweetledi

🚨ANNOUNCEMENT🚨
Livestream With @asjwebley CEO @smarterwebuk
📆Mon, Mar 23rd
🇺🇸2AM PST / 5AM ET
🇲🇽🇸🇻4AM
🇨🇴5AM
🇦🇷🇧🇷🇵🇾🇨🇱🇺🇾7AM
🇬🇧10AM
🇪🇺11AM
🇦🇪2PM
🇹🇭5PM
🇭🇰🇨🇳🇸🇬6PM
🇰🇷🇯🇵7PM
Live On X, Twitch, Youtube(@libertarianbtc?sub_confirmation=1" target="_blank" rel="nofollow noopener">youtube.com/@libertarianbt…) Rumble & then Spotify

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The funniest part about Bitcoin is that it keeps humiliating people with graduate degrees.
An Ivy League economics professor with three monitors, a Bloomberg terminal, and a $240,000 education will explain why Bitcoin has no intrinsic value, then log into a bank account paying 0.01% while his purchasing power gets sent through a wood chipper.
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Everyone's writing obituaries for the Bitcoin treasury model.
Meanwhile, Smarter Web Company just:
Joined the FTSE
Bought back warrants to reduce dilution
Secured a $30M Coinbase credit facility
Held 2,695 BTC without selling a single sat
Stop watching the loudest narrative.
Start watching the data.
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Valerie’s Bitcoin Strategic Reserves $BTC
Bitcoin Acquired: 0.02636195
Another week of heavily sats accumulation. The stack is growing every day even though I am down on this position. Getting closer to 0.1 BTC. My cost basis is around $82,000.
I only care what happens in 5-10 years with this account and how much Bitcoin I can get by then. Lets keep stacking 😊

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Daniel retweetledi

Venice has quietly become the best aggregator for AI resources
• Web app + mobile + API
• Text/code/image/video
• All frontier proprietary models
• All leading open-source models
• Pay with fiat or crypto
One account, one API key, let's you access all of it.
Built on principles of privacy, free speech, and user-sovereignty.
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I think Strategy reaches 1,000,000 Bitcoin held by September.
Then probably 1.1 million held by end of year 2026.
They are buying 1,181 Bitcoin per day.
There are 285 days left in 2026.
1,181 x 285 = 336,585 Bitcoin
They have 761,068 Bitcoin. 761,068 + 336,585 = 1,097,683 Bitcoin.
This is assuming STRC doesn't keep scaling, too.
If anything, I'm being conservative.
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@QuintenFrancois This could be a game changer for institutional crypto holders, allowing them to access liquidity without realising gains and triggering tax liabilities.
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🚨 BREAKING 🚨
JPMorgan now allows institutions to use $BTC and $ETH as direct collateral for USD loans.
In simple terms:
Institutions can now unlock liquidity without selling their crypto.
What this means:
• Borrow USD against BTC & ETH
• No selling = no capital gains tax
• Up to ~50–70% loan-to-value
• Secured via custodians like Coinbase
Why this is massive:
Bitcoin and Ethereum are now treated like high-quality collateral.
Crypto is no longer just an asset you hold.
It’s an asset you borrow against, leverage, and build on.
Wall Street is integrating it into the core system.
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I sat down with @jvisserlabs to discuss rising geopolitical tensions, higher oil prices, and growing risks in private credit and global markets.
We also explore bitcoin’s resilience, how AI is disrupting software and jobs, and why Jordy believes commodities, liquidity, and volatility will shape the next major investment cycle.
YouTube: youtube.com/watch?v=yFa1iA…
Spotify: open.spotify.com/episode/0LM27l…
Apple: podcasts.apple.com/us/podcast/why…
TIMESTAMPS:
0:00 - Intro
0:44 - Iran conflict & oil market shock
8:09 - Commodity bull market thesis
11:11 - Inflation risks & recession probabilities
15:30 - How high could oil go?
18:19 - Bitcoin vs gold performance discussion
21:12 - Bitcoin as a global “escape hatch” asset
29:20 - Inflation vs AI-driven deflation debate
33:00 - AI disruption & labor market impact
40:48 - Software disruption & tech valuations
55:09 - Commodities, compute & future investment themes
57:08 - GPU smuggling & AI geopolitics

YouTube
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@WatcherGuru What impact do you think this will have on Bitcoin's price, will it lead to a surge in crypto investment as a safe haven?
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@WatcherGuru What implications do you think this deal will have on the wider crypto market, particularly for Bitcoin?
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@BitcoinMagazine What implications do you think this will have on institutional adoption of Bitcoin?
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@BitcoinMagazine @Polymarket What specific aspects of market structure would this legislation aim to regulate, and how might it impact the broader crypto ecosystem?
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@coinbureau Curious to know what implications this will have on global oil prices and the ongoing conflict.
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🔥HUGE: The US just lifted sanctions on 140 million barrels of Iranian oil, the SAME country it's currently at war with.
Here are the details:
- A 30-day waiver will allow ~140M barrels already at sea to hit global markets
- 140M barrels = only 1.5 days of global supply
- The waiver expires April 19... then what?
- China was already buying 90%+ of this oil at a discount
- Iran will profit from these sales to fund the same war
The US has run out of options.
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@scottmelker Solana's gaming push was always more narrative than product. If the foundation itself is calling it, that's a significant signal.
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@JeffBooth A well-designed protocol has a transformative impact, and the key is ensuring its permissionless nature is preserved as it scales.
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@jameslavish The market's anticipation of a rate hike is already influencing investor behaviour. Risk assets including Bitcoin will feel it.
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