The Bitcoin IFA

🚨 My new Bitcoin 101 series with @21shares is live 🤔 Episode 1: What is Bitcoin? ✅ Short. Clear. Built for beginners. 📺 Watch here and subscribe so you don't miss the series youtu.be/186ypPoiNvM?si…

Reminder - this is how civilisations typically collapse. There's usually no dramatic 'fall of Rome' or cataclysmic event. Just a slow grind downwards as you gradually notice potholes aren't filled in, roads collapse and are washed away, you can never see a doctor or a dentist and eventually muddle on with a missing tooth or held together with painkillers and tubigrips... Where casual petty theft becomes normalised and is unpunished, and everything goes up and in price (except your wages, so you can't keep up). Where an asset-owning elite is largely immune to all this, but gradually retreats behind walls, gates and private security. Next step might be rolling blackouts, which you'll get used to as well, as your children do their homework by paraffin lamps and candlelight. And you suddenly realise quite how far we have fallen.

@CryptoMichNL @camelfinance

#Bitcoin is a generational opportunity, right now. The Bitcoin Sharpe Ratio has hit a level that's comparable to any broad market bottom. This early in 2026. If you flip that measure, it's actually the best time to be investing in the underlying asset, in this case #Bitcoin. The Bitcoin Sharpe Ratio is a metric that measures risk-adjusted returns. It's essentially saying how much return you're getting per unit of quantity volatility you're willing to take. The lower the Sharpe, the worse the risk-adjusted performance of the underlying asset is. If the metric is Red, it is in the Red (euphoric zone), you should question whether you should be holding the asset. If the metric is Purple, it's in the Purple (low risk zone), you should question whether you should be accumulating the asset, as this can be classified as the 'Generational Buy' area. Let's quantify that on the previous occurrences. January 2015: Purple zone hit. Price of #Bitcoin $180. Returns 12 months later: +133% Returns 24 months later: +400% December 2018: Purple zone hit. Price of #Bitcoin $3,200. Returns 12 months later: +125% Returns 24 months later: +806% June/November 2022: Purple zone hit. Price of #Bitcoin on average $17,000-19,000. Returns 12 months later: +120% Returns 24 months later: +400% The average returns after the Sharpe ratio has dipped in the <30 zone. Three months: +40-80% Twelve months: +125-135% Two years: +400-800% In that light, and I've stated this before, it's not strange to expect: - #Bitcoin at $100,000 in Q3 2026. - A new all-time high in Q4 2026/Q1 2027. Statistical data proves that you'd rather want to be accumulating at these ranges.

The UK just issued £15 billion of debt in a single day. The largest gilt issuance in British history. At the highest yield in nearly twenty years. That yield is not a number. It is the bond market's verdict on Britain. It is saying we will lend to you but we want more return because we do not trust where this ends. The 30 year gilt is now at 5.49%. The government will be paying that rate for thirty years. On debt it is taking on today to pay interest on debt it took on yesterday. That is not a fiscal strategy. That is a country that has run out of road. And is borrowing to pretend otherwise. The bond market always knows first. It knew in 2022 before Truss resigned. It knows now, and so does Bitcoin...

I'm in Bolton for a Bitcoin workshop. Pun of the day award goes to...

Bitcoin content is everywhere, but good Bitcoin content is rare. Here are 10 short videos worth your time. 👇🧵

🚨 New Episode just dropped with @JayW132 and @Jcastweet from @BitcoinColl 📺 Watch on YouTube or listen wherever you get your podcasts 🙌

@Thesecretinves2 Is this now on the 18th or next Wednesday, the 25th??

UK Bitcoin investors, something big is happening next tax year. On Wednesday 18th March at 4pm, I’ll be hosting an X Spaces with Jamie Nuttall and Freddie New to discuss Bitcoin ETNs in the UK. What changes in the new tax year Will investors be forced to sell And what it means for the UK 🇬🇧 Thread 👇 From April, the UK tax and regulatory treatment of crypto ETNs inside investment wrappers is changing. Many investors currently hold Bitcoin exposure through ETNs. But the question is: What actually happens next? Key questions we will discuss: • Will platforms allow ETNs to remain in accounts? • Will investors be forced to sell or liquidate positions? • What happens inside ISAs and other wrappers? • Are there ways to restructure holdings? We will also cover the tax implications. If investors are forced to sell: • Is this a disposal for CGT? • Could investors trigger unexpected tax bills? • Are there planning options before the new tax year? Beyond the tax, there is a bigger question. What does this mean for the UK as a financial centre? Are we pushing Bitcoin innovation away from the UK? Or is this simply regulatory growing pains? If you hold Bitcoin ETNs, ETFs or other exchange traded products, this discussion will be extremely relevant. Bring your questions. We will open the floor for discussion. 📅 Wednesday 18th March ⏰ 4pm UK time Join the conversation with @cryptotaxjme @FreddieNew and myself. Set a reminder and come listen. See you there. x.com/i/spaces/1DxLd…

@Jcastweet @PeterMcCormack Thank you, bro 🙌

@thebitcoinifa @PeterMcCormack Nice work Dan.

Pinch myself & full circle moment Last year I went to @PeterMcCormack's Cheat Code With "You cn just do things" ringing in my ears I founded The Bitcoin IFA I have just been confirmed as a speaker on a panel this year 🤯 Wow. Just wow.

@Thesecretinves2 @PeterMcCormack Thank you, brother. Really appreciate it ♥️

@thebitcoinifa @PeterMcCormack Congrats mate

@Peterlane1985 @PeterMcCormack Thank you, bro. The unhinged year chained to my desk might just work 🙌

@thebitcoinifa @PeterMcCormack Well done mate - hard work is paying off

Oh, and btw, if you're still thinking of coming... The Bitcoin IFA's audience can get a 20% discount, Enter IFA20 at checkout 🙌

Hi all, a quick poll for my audience. If you could take 30s to fill this in I would really appreciate it. All answers are completely ANONYMOUS, no DOXXing here docs.google.com/forms/d/e/1FAI…

💥 OUT NOW: Jeff Booth Returns – AI, Bitcoin, and Future-Proofing Your Business I wanted a different angle on this one, so we shaped the whole conversation around how AI and Bitcoin will change what it actually means to the workplace and running a business. As per usual with @JeffBooth, this was a belter of an episode🔥

@JayW132 Great colab, two of the best 🙌

@johnkonrad @getbitcoin108 @camelfinance

This is potentially the biggest Iran story nobody is talking about: the global insurance market may be heading toward a systemic crisis. Here’s why… Most people don’t realize London isn’t just a financial center it’s THE center of global insurance. Lloyd’s underwrites ~40% of the world’s marine cargo. Ship sinks, port gets bombed, canal gets blocked the bill lands in London. This is why the UK punches above its weight. Not the Royal Navy. Not diplomacy. Insurance. Control insurance, control trade. And London doesn’t just control the 90% of global trade that moves by sea. Lloyd’s and the London market are major insurers of almost everything skyscrapers, factories, ports, satellites, entire supply chains. You can’t participate in public markets or raise large amounts of capital without insurance. Now, the normal playbook for war risk is repricing, not cancellation. Canceling coverage entirely is a massive escalation in underwriting posture. It signals something beyond risk, it signals uncertainty so deep the underwriter can’t even price it. The question everyone should be asking: why? Why not just jack up premiums and make a fortune off the crisis like they did in the Black Sea off Ukraine? To answer that, you have to understand WHY London has maintained a stranglehold on global insurance while losing nearly submarket related to ships. The answer: better intelligence. It is no coincidence that MI6 headquarters sits directly across the Thames from the @IMOHQ, the world’s maritime regulator & a short distance from Lloyd’s itself. I have no proof of a direct pipeline, but it has long been speculated in the industry that intelligence flows from MI6 to Lloyd’s. Having the best intel in the world would be the single greatest competitive advantage any insurer could possess: the ability to price risk that competitors can only guess at. Here’s the problem: the majority of MI6’s intel doesn’t come from its own agents. It comes from Five Eyes the alliance comprising the US, UK, Australia, Canada, and New Zealand. And within 5Eyes, the dominant partner is obvious. The CIA, NSA, NRO, etc generate the lion’s share of intel. So if Lloyd’s pricing advantage flows from MI6, and MI6’s best intelligence flows from the US… what happens when that data pipeline gets throttled? All indications are that @Keir_Starmer was blindsided by the size and scope of the US/Israel strikes on Iran this weekend. That alone tells you something about the current state of transatlantic intelligence sharing. And we know there has been serious anger in Washington over the UK’s decision to sell Diego Garcia, home to America’s most strategically important base in the Indian Ocean, to Mauritius. It is not a huge leap to conclude that the submarine cables linking Langley to London have gone dark, or at minimum have been significantly throttled. What this means for UK national security is a question for the Brits. But what it means for EVERY company globally that’s insured through the London market has massive implications for the entire financial system. Because most large insurers worldwide don’t do independent intelligence work. They index off Lloyd’s rates. If you’re insuring a skyscraper in Tokyo, a semiconductor fab in Taiwan, or a port in Argentina you get a Lloyd’s quote, then shop that price around. Other insurers see Lloyd’s number and assume the diligence was done. They price accordingly. This means if London is suddenly flying blind it’s not just Lloyd’s policyholders at risk. It’s the entire global reinsurance chain. The cancellation of war risk coverage on ships isn’t the crisis. It’s the canary. If this hypothesis is correct, we could be looking at a systemic repricing event across global insurance markets…. the kind of cascading uncertainty that defined 2008 and COVID. Watch Lloyd’s. Watch reinsurance spreads. What Five Eyes. That’s where this story, and possibly Wall Street, breaks. CC @BillAckman

@TIME @gladstein @camelfinance

“They’re real,” former President Barack Obama said when asked about the existence of extraterrestrial life. time.com/7378768/obama-…

Super important video for UK SMEs and Bitcoiners Well done @JayW132 and @Jcastweet 🙌

@freddienew @Picolas_Caged There used to be a maxim of "show, don't tell" in Hollywood Increasingly that is being completely reversed, with plot points being repeated multiple times by different characters Almost as if they're producing the content FOR people who are dual screening 🙃

@Picolas_Caged Watched Return of the King with the kids at the weekend. All phones off; convinced for full three hours I was a hobbit. Similar vibes.

I find myself on my phone with anything new on Netflix/Prime/Disney it's all just so...blah I've been re-watching Band of Brothers recently.... Pick up my phone?! I thought I was a literal American paratrooper for an hour. Beyond captivating, beyond immersive. Everything made now is slop. Bring back immersive content.