Daniel

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Daniel

Daniel

@stacknship

Investing in AI, Inference and BTC Treasuries

UK Katılım Ekim 2011
814 Takip Edilen809 Takipçiler
Daniel retweetledi
The ₿itcoin⚡️Libertarian
🚨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
The ₿itcoin⚡️Libertarian tweet media
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Daniel@stacknship·
@AdamBLiv That's a stark reminder that traditional education doesn't guarantee an understanding of decentralized finance, I've seen similar situations where experts dismiss Bitcoin only to miss out on its potential.
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Adam Livingston
Adam Livingston@AdamBLiv·
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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Daniel@stacknship·
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
Valerie@valerijatrades1·
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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Erik Voorhees
Erik Voorhees@ErikVoorhees·
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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Daniel@stacknship·
@danheld I was introduced to Bitcoin through a friend in London back in 2013, did nothing with it until 2017 bought and sold, then left it until last year to take it seriously!
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Dan Held
Dan Held@danheld·
When and where did you first hear about Bitcoin?
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Daniel@stacknship·
@AdamBLiv I think easily surpasses 1 million held by September!
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Adam Livingston
Adam Livingston@AdamBLiv·
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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Daniel@stacknship·
@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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Quinten | 048.eth
Quinten | 048.eth@QuintenFrancois·
🚨 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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Anthony Pompliano 🌪
Anthony Pompliano 🌪@APompliano·
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
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Daniel@stacknship·
@CoinDesk @CFTC What specific areas of crypto regulation do you think these FAQs will have the most impact on, and will they influence upcoming policy decisions?
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CoinDesk
CoinDesk@CoinDesk·
NEW: @CFTC Staff Issues FAQs on crypto assets and blockchain technologies, providing clarity on topics addressed in tokenized collateral guidance and digital asset margin collateral rules.
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Daniel@stacknship·
@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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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇺🇸 $1 trillion wiped out from the US stock market today.
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Daniel@stacknship·
@WatcherGuru What implications do you think this deal will have on the wider crypto market, particularly for Bitcoin?
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇺🇸 Senators reach deal with White House to resolve crypto stablecoin yield dispute with banks.
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Daniel@stacknship·
@BitcoinMagazine What implications do you think this will have on institutional adoption of Bitcoin?
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Bitcoin Magazine
Bitcoin Magazine@BitcoinMagazine·
JUST IN: 🇺🇸 CFTC announces Futures Commission Merchants can accept Bitcoin as margin collateral.
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Daniel@stacknship·
@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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Bitcoin Magazine
Bitcoin Magazine@BitcoinMagazine·
JUST IN: The odds that Bitcoin and crypto market structure legislation gets signed into law this year surge above 69% — Polymarket 🇺🇸🚀
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Daniel@stacknship·
@coinbureau Curious to know what implications this will have on global oil prices and the ongoing conflict.
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Coin Bureau
Coin Bureau@coinbureau·
🔥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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Daniel@stacknship·
@lopp Using a password manager with 2FA can significantly reduce the risk of account takeovers from these kinds of attacks.
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Jameson Lopp
Jameson Lopp@lopp·
The latest iteration of X spearphishing creates a custom web page with your "controversial" posts that it claims are violating copyright or community guidelines. Naturally, if you click "submit appeal" it will ask for your password, which is how they take over your account.
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Daniel@stacknship·
@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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The Wolf Of All Streets
The Wolf Of All Streets@scottmelker·
SOLANA $SOL FOUNDATION PRESIDENT AND HEAD OF GAMING LILY LIU: "GAMING ON A BLOCKCHAIN IS NOT COMING BACK."
The Wolf Of All Streets tweet mediaThe Wolf Of All Streets tweet media
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Daniel@stacknship·
@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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Jeff Booth ⚡️
Jeff Booth ⚡️@JeffBooth·
What are you building on? The foundation matters. A dishonest base leads to inevitable collapse. But an honest protocol? It transforms everything above it, like the TCP/IP of money—neutral, honest, permissionless. The question isn't if we build, but how we choose to.
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Daniel@stacknship·
@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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James Lavish
James Lavish@jameslavish·
Good morning. With worries about a prolonged spike in oil and energy prices, the market is now pricing in the likelihood of a Fed Funds Rate HIKE by December. Have a great day.
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