Bart Sweeney (formerly Jian Yang)

"The future is disorder. A door like this has cracked open five or six times since we got up on our hind legs. it is the best possible time to be alive, when almost everything you thought you knew is wrong." -Tom Stoppard, Arcadia

What people dont understand about STRC (they dont understand a lot of things about STRC) is that it’s most suitable to high earners or high net worth individuals. Say you have $1mm, as one sleeve of your income portfolio, part of a broader say $5-$10mm portfolio, that’s $150k in income without any taxes to report for next 9ish yrs- approx 100k more per year in income vs alternatives like munis corporate other pfds or treasuries, w the vol of a t-bill. This equates to a tax equivalent yield of 20-25% in some cases. This tax-aware money is perfectly suitable bc they have other money (can take on risk of the unknown) and in turn, they won’t have to sell STRC. Oh and theyr’e by proxy buying bitcoin. lol

@Golisopodd @pokemon_daily this is digimon

@pokemon_daily There’s so much going on, I wonder how many people missed the fact that you can’t use electric moves on Rhyhorn, since it’s a ground type.

DID YOU FIND ALL THE ERRORS? 😭

Fiat be like: "The Fed is the buyer of last resort." Bitcoin: "Michael Saylor is the buyer of first resort"

Saylor is closing the gap on his bitcoin stack being >= the un-minted supply, almost 800k now, less than a million left to mine forever...

@AyobamiWorld @lauren_w67 40 Year Old Virgin

@lauren_w67 What movie is this? 😂

Why use PowerPoint when you can test it in real life 😂😂

If STRC is a ponzi, it's the most overcapitalized ponzi I have ever seen. If STRC is a ponzi, your money market fund and bank account are ponzies too. What Saylor is pulling off is really something else. He's managed to turn his incessant bitcoin buying from the past five years into an 11.5% perpetual pfd that pays tax-deferred income as a return of capital, so if you have a high tax bracket, you don't pay taxes on the income until you dispose of your principal shares. This is the equivalent of ripping a hole in the space-time continuum of our modern financial paradigm. STRC packages bitcoin into a product that is less volatile than a bond, and pays a tax-deferred dividend that is nominally superior to any alternative, and more attractive than equities by some measures particularly high earning individuals (~20% pre tax yield if you're in high tax bracket + live in NY or CA versus SPX ~15% CAGR). And its capitalized by a bitcoin stack / buy rate that just requires 2.05% appreciation per year in BTC price to pay forever. There is a lot of money out there; probably about half of all the money on Earth, that is now going to at least consider STRC as an attractive alternative, bc Saylor figured out how to take bitcoin, strip out the volatility and simulanteously fund his flywheel of buying more bitcoin, which further capitalizes STRC holders. A masterclass in financial ingenuity and engineering. Road to Hyperbitcoinization checkpoint reached #STRC #Bitcoin #MichaelSaylor

@tompfeifferfit Thx beast 💪

@sweeendogz It sounds like this is going to be a great year for you. Happy birthday and Easter 😄💪

Today I turn 33 (on Easter) which is how old Christ was and also happen to share a (fake?) birthday with Satoshi…idk what all that means, but I’m excited about it. Happy Beaster! #Bitcoin #Easter #ChristHasRisen #HeHasTrulyRisen

Romans suffer massive cortisol spike after Jesus brutally resurrectionmoggs them

@Memesandmkts BTCs 3 letter agency link is Meyer Lansky, not what you think, he died in 83 and bankrolled David Chaum who eventually open sourced it and the cypherpunks took care of the rest. Enter Len Sassmann (satoshi) who did his phd under Chaum

What if Bitcoin really was created by the CIA? Bitcoin OG Jeff Booth says that still wouldn’t break the case for Bitcoin. His argument is that even if Bitcoin came from the intelligence world, it no longer belongs to them.👇

@Rajatsoni @BTC_for_Freedom if you were a BTC treasury company, but instead of bitcoin per share it was your ratio of CFA/IQ pts, you would be crushing it Raj

@BTC_for_Freedom Damn my IQ is like 80 and I got it 😂

According to Grok you need between 125-140 IQ to fully grasp Bitcoin.

@markchadwickx Business cycle and global liquidity cycle i.e. when fed shifts to accommodative policy we get the right tail moves like 2020-21. Halving still there but its progressively dampened by global macro rather than its own deterministic issuance

Wondering why Crypto hasn't gone parabolic yet? This chart couldn't make it any more obvious: Crypto Bull Markets follow the business cycle - not a 4 year cycle. - PMI > 50 (expansion) → trends up - PMI < 50 (contraction) → stalls Here's what most people aren't paying attention to: PMI just printed it's first 3 straight months above 50 in years Last time was Mid-2020 - it took a few months to build and then... → BTC went ~$9K → $69K → Alts followed after and went literally VERTICAL Same setup. Let the simulation do it's thing...It’s just a matter of time.

@Cointelegraph solving a very specific non commercial test problem as a QC research proof of concept is not a commercial deployment in the real world. The quantum threat is real and brought on by bitcoiners themselves, but I think it’s not an imminent threat and definitely overblown

The institutions are comi-…here… The institutions are here!

Thoughts on recent happenings in Bitcoin and markets: This Morgan Stanley spot etf news is actually pretty big, mainly due to the fact it’s going to be lowest fees among incumbents, so now their advisors are going to have free incentive to sell their clients bitcoin, including their competition! When your own firm has a product you want to sell to clients, there is an inherent conflict of interest, you have to weigh the available alternatives in the marketplace and if there is a cheaper option you have to go with that one in terms of your recommendation. Same goes for FAs at other firms in fact. There has to be a valid reason to go with the more expensive alternative achieving the same exposure for the client. Regulation Best Interest (Reg BI) introduced this in recent years. Very smart and strategic of MS, also v surprising, I wouldnt have expected them of all firms to spin out their own BTC ETF, theyre a wealth mgmt company first, their asset mgmt business is relatively new. This ETF gives them a big advantage against their competition, complements their Weath Mgmt business and now theyre competing on fees w the likes of the more established Blackrocks and Fidelities of the BTC Spot ETF space. This news is pretty bullish. The institutions are fully here and BTC has never been in a post institutional landscape. The yield curve has been normalized for 19 months and counting now, after the longest and deepest inversion ever. The longest we have ever waited for a recession. I think when Fed shifts to accommodative monetary policy, BTC is going to explode in value similar to 2017 (1k - 19k) or 2020-22 (4k to 69k). A 10x from here would be 600k. There has never IMO been a better time to buy bitcoin from a risk adjusted lens. We can also go lower or chop sideways although that 60k bottom looking pretty strong. Whether the bottom is 50k or 60k wont matter on the other side if we make a run like 2017 or 2020, with an accommodative fed and full institutional adoption. Money is not siloed off anymore for really the first time and that bodes well for when the stars align next. The set up is there. Bitcoin should at some point catch back up to gold. BTC bear mkts against gold last normally a year and when gold moves higher, bitcoin is going to eventually follow. Its bullish we got an all time high in gold (41oz/btc late 2024) and USD, all without an accommodative fed. I also think of the 4y cycle as something that still has seasonal effects, but are going to be dulled more and more by the more broad global liquidity cycle, as bitcoin continues its emergence as a global macro asset. BTC performs best when global liquidity is high, and we need a recession to get the big print. The halving cycle is also completely deterministic therefore it prices itself in every 4 years with a sort of decaying time value premium into the end of each cycle, and each cycle that goes by and each time bitcoin’s inflation rate is halved, halving its overall impact on bitcoin markets in the process. This impact is further muted by bitcoin growing, as the dominant driver will increasingly become global liquidity and other macro factors, rather than the halving. In other words, the 4y cycle is as good as dead. Enter: The Straight of Hormuz The conflict at Hormuz bringing higher oil could be the straws that broke the once “resilient” and now “unemployedmaxxing” consumer’s back, bringing forward that recession we’re all patiently waiting for. Now wait for this… The Trump Admin actually has an incentive to bring forward a recession by increasing the price of oil. Why would he want a recession? Because he wants lower interest rates,(he has consistently said this as president and drove JPow into long bike rides) so by the time 2028 rolls around, the republicans arent still clawing their way out of a recession that didnt hit until 2027. Republican are going to be unemployedmaxxing if that happens and they know it. Something to think about. GN

bitcoin mining bootstrapping the harnessing of cheap stranded renewables, diversifying our energy mix, being a stabilizer to the grid and a downward force on the long term costs of energy are such pleasantly surprising second order effects of btc adoption