David Parker

I’m thinking in public about AI and Bitcoin because they’re reshaping how society and business work — often faster than we can process. This isn’t about predictions or hot takes. It’s about slowing down, refining my thinking, and learning out loud. I’m here to learn, ask better questions, and share ideas in progress.

@bariksis I don't doubt this but why isn't btc sniffing it out at this point?

When the inevitable monetary intervention from the FED throws the market a curve ball to the upside, are you going to be positioned when Bitcoin goes up 15% in a single day? I bet the answer for most, is absolutely not.

@monster_models @AngryBuhda @btcjvs Thnks for sharing. Yes this was one of the best interviews I've seen in a while focusing on substance rather than surface fud. Makes me even more bullish for the next 3-5 years.

This Saylor interview with CoinDesk's James Van Straten (@btcjvs) is brimming with valuable insights, to the point where I unexpectedly found it to be one of the best Saylor interviews of the last year — quite possibly the best. ⚡️ Definitely worth your time.

@dmweisberger @AOC Thank you for your regular and rational content. Your voice needs to be heard more widely.

With @AOC 's rabble rousing stupidity on full display this past week, it's time for a Saturday morning rant: Our nation is doomed unless young people wake up and start thinking for themselves... It doesn't take much brainpower to realize that "Do Nothing" politicians seek power by tapping into the primal emotion of JEALOUSY. They use the age old tactic of SCAPEGOATING a group, (usually the rich, the Jews or both) by BLAMING them for the circumstances that people find themselves in. As the brilliant @ThomasSowell says “There are few talents more richly rewarded with both wealth and power, in countries around the world, than the ability to convince backward people that their problems are caused by other people who are more advanced.” At the core of their argument, however, is a central LIE: Wealth exists naturally, and can be divided by those in power, however they see fit. It is almost unfathomable how WRONG that concept is. Wealth does not exist in a vacuum, but is created by the EFFORT of people. That effort can be aided by access to natural resources, for sure, BUT, without ideas, effort, and risk taking by entrepreneurs, it would not exist. Once one understands that, and further understand that when politicians can gain power by blaming the successful people that actually create wealth, society will start to unravel. The ultimate irony is the world has just seen multiple examples of this. Whether it is the comparison of North and South Korea, the 100 million people KILLED by Socialist forced redistribution last century, or the adoption of free market principals by the Nordic countries to re-invigorate their economies after their socialist experiments, it is clear that free markets perform MUCH BETTER than planned ones. YET, on college campuses, 57% of STUDENTS favor Socialism... That is a crushing indictment of our educational system for sure, but it brings to mind another Sowell quote: “Socialism is a wonderful idea. It is only as a reality that it has been disastrous. Among people of every race, color, and creed, all around the world, socialism has led to hunger in countries that used to have surplus food to export…. Nevertheless, for many of those who deal primarily in ideas, socialism remains an attractive idea — in fact, seductive. Its every failure is explained away as due to the inadequacies of particular leaders.” This brings me back to my central point: Young people NEED to start thinking critically. Rather than accepting platitudes like "embracing the warmth of collectivism", to grant power to leaders that will lead the country to ruin, OR lining up behind jingoistic leaders that BLAME OTHERS for their problems, it is past time to remember what DID make America great. FREEDOM. While America has NEVER been perfect, it was always THE country where "opportunity" was more than a buzzword. This means LESS state control over the economy, not more. This will ultimately mean severing the link between MONEY and STATE, but, before that can be accomplished, it requires LESS REGULATION & LESS SPENDING on bureaucracy. The country can not succeed when the RICHEST area in America is filled with the POLITICAL CLASS, as it is today. The country can not succeed when "public servants" become wealthy from their "service", particularly when they do so by accepting donations from the largest corporations lobbyists and "non profits" who are used as a weapon to stop competition. The CRONYISM in D.C. and various state capitals has suffocated much of America's entrepreneurial spirit and is a major reason for the "K shaped economy" where the rich get richer and wage earners cant keep up. SO, what is needed? MONEY, must be removed from Politics. Donations should STRICTLY be for "speech" not "piggy banks" for politicians. "Non Profits" must be REMOVED from politics and paying politicians entirely. Political Power must be cut. TERM LIMITS and ETHICS rules for ALL investing are essential. REGULATION, particularly rules that create government sponsored MONOPOLIES must be cut. (The largest companies in Insurance, Healthcare, Pharma, Agriculture, Food processing, Banking and other industries ALL benefit from these rules) PUBLIC WELFARE must be prioritized, to ensure OPPORTUNITY is expanded. Education and Healthcare costs must be brought down by competition, accountability and those who NEED help should get it. The FOOD SUPPLY must be cleaned of the POISONS we let in and medical innovation must be re-invigorated. BUT, ALL of these things require LESS political power over our economy, not more. Cronyism must be eliminated and the government should get back to first principles: - Stop monopolies & corporate abuses (instead of creating them) - Ensure equality of opportunity for ALL (instead of picking winners and losers) - Protect Americans from lawlessness and threats foreign and domestic (instead of nation building abroad or sanctuary state policies domestically)

@thepowerfulHRV Seems like bid volume is low too?

It seems like a large player is repeatedly selling $STRC at exactly $99.98, preventing the ATM from running this month.

@amitisinvesting @ErikPBrown1 Isn't pltr a unique Ai infra play though?

@ErikPBrown1 honestly has nothing to do with the market software down, all software stocks getting hit even $shop after amazing numbers all the liquidity is going to ai infra

.@amitisinvesting Serious question regarding $PLTR: What the heck is the market thinking? Or is this just the most irrefutable evidence ever that the market is absurdly irrational?

@FinFreedom414 Slowly then suddenly.

$STRC is likely coming back online next week above $100/share. When it does, expect MicroStrategy ($MSTR) to ramp Bitcoin buys again. I would argue this move we’re seeing right now is smart money front running. But at some point in the next 12 months, the lightbulb goes off for retail and the market as a whole. People start to understand what a sustained $STRC bid actually means for Bitcoin. That’s when things get violent. $BTC moves fast. $MSTR moves faster. What are your thoughts?

@TheSamsPodcast @MarylandHODL21 Didn’t Saylor say in that clip a bank was about to join the buying ?

@MarylandHODL21 @DParkerSC I agree. I think Wall Street has been ready since last fall. Im not so sure normie clients are ready though so unless Bitcoin goes on Wall Street balance sheets, I think its going to take a little time. Would love to be wrong.

Here's a bold statement... The PowerLaw will break (to the up-side) in May 2032. And it won't be a slight breakout. I believe from that point, Bitcoin adoption and price will explode to the upside for a number of years before once again reverting to a curve somewhat resembling the power law for the foreseeable future thereafter. I attribute this sharp divergence and ultimate return to a shallower growth curve to the impact of the technology adoption s-curve. The attached graphic is of terrible quality, and not exactly what I am referring to, but it does give an idea of the impact of the S-curve. I believe May 2032 is a pivotal time because post-halving block reward will be less than one full Bitcoin for the first time, and this will trigger a realization among normies and institutions that absolute scarcity is absolute. This will lead to Bitcoins largest FOMO period, and will also coincide with a growing support behind a republican candidate in the US Presidential Election. (Im expecting the Democratic Presidential candidate to win the 2028 election, and I believe this will somewhat stunt adoption and price).

@MarylandHODL21 @TheSamsPodcast x.com/Trollstein/sta… Reflexivity coming shortly ?

@MarylandHODL21 @TheSamsPodcast Good correction. Thank you. Maybe strc and Sata will do the incentive realignment we need.

@TheSamsPodcast @MarylandHODL21 Bitcoin needs to become non partisan.

@MarylandHODL21 Im factoring in a blue wave starting in just 7months

Hmm good points to consider. My hope is strc and Sata create enough momentum and a couple banks get btc on their books so that it becomes enmeshed enough in the plumbing that elections aren’t as important. Hope is not a strategy but two dividend payments a month is a strategy that could finally ignite the flywheel.

I hear you. But i think the midterms and especially the election in 2028 will stunt growth. Operation chokepoint 3.0 will be in vogue. Plus...the Institutional adoption is amazing but I think its still in its infancy. Most are only recommending an allocation of <4% to their normie clients. Imagine when that goes to 10%, 20%

@BitcoinRachy At some point it will stop being priced in dollars.

What is Bitcoin’s realistic ceiling from a price perspective? No time limit. Think about the amount of money that would need to flow into it to get to your price: 1M? 10M? 100M?

@d_1awrence Or even 5%

S&P 500 companies are more likely to buy $STRC or $SATA than they are to buy and hold #Bitcoin on their balance sheet. #Microsoft have $89 Billion of cash on their balance sheet - $65 Billion of it is in short term investments. What happens to Bitcoins price when the Mag 7 all decide to rotate out of short term investments and bonds and rotate 10% of their cash into digital credit? This is not priced in.

Good points. I think getting the banks involved in digital capital and credit will help significantly to broaden the base of large holders not that I mind strategy being successful. I just think we need a larger more diverse ecosystem. And for the digital capital thesis to truly take hold need more large holders of it as capital. I’m sure it will come in time but shocking how much strategy is acquiring before price moves.

I cant speak on behalf of other companies, but I imagine it'll be to do with a lack of a 'need' to do it and in some instances, a lack of regulation / risk. Microsoft for example wouldn't want to park $5B of capital into it only to see it drop 50% in 4 months - they're more likely to buy STRC though - that's much more realistic - earn $575 million from a $5B investment. I'd actually prefer Microsoft to buy $5B of $STRC than them to buy Bitcoin because I'm more confident that MSTR wont sell it in the future, whereas another S&P 500 company are more likely to sell in downturns like we've seen with Gamestop.

This is where the supply shock is really going to hit hard and send Bitcoin's price parabolic. It's impossible for Strategy to accumulate 56,000 Bitcoin, every month, for the next 5 years and for the price to end at $232,532. We all use 25%-30% CAGR as a baseline when we're modelling future Bitcoin price projections, but you also have to factor in where we are in the cycle compared to prior years. That would represent just a 15% CAGR from 2021 to 2031 - an impossible return considering the modelled accumulation figures and predicted inflows into the network. For Bitcoin's 5-6 year CAGR to align to at least 25% by the end of 2026, Bitcoin's price will need to increase from it's $67k price to $163k - that represents a 143% gain from today's price. I don't doubt the volume that STRC, SATA and institutional demand is going to explode into Bitcoin in the coming years, but if we believe that to be true, the CAGR simply has to be far higher than base level figures. Remember - if you add $1 Trillion of capital into the Bitcoin network, its market cap increases by 4X. I think Bitcoin's price is going to melt faces in the next 18 months as its new natural supply continues to get absorbed at multiples of itself on a weekly basis. And because of that, I don't think Strategy ever reach half of what's being modelled in the example below. We're entering unchartered territory. The world has never, ever, seen how a truly scarce asset acts when there's infinite demand for it. But we're about to find out. Strap in. 🚀

@Alice_MiaX Does your bot call magnitude as well as direction and timing ?

$BTC Should make another move down here.

@zaidlikesmstr @saylor @Strategy This feels like a quietly transformative comment that will become very obvious soon. The question is when is soon.

$MSTR “Every bank in the world is just one regulatory approval away from offering 8% instead of 3% via a digital yield account - slurping up $10–50 Billion.” - @saylor I think Strategy partners with at least one bank before end of year. $BTC $MSTR $STRC

If price doesn’t adjust soon based on their buying does that signal they’re just playing alone in the pond or will strc and Sata truly bring enough capital to adjust the price up and create fomo into the underlying - driving price even higher? However it happens we need more buyers of size in the underlying.

So what happens, and this is a GENUINE question, if MSTR doesn’t implode and they literally own most of the BTC supply? Does it become a stable coin and just meanders around? Bitcoin being worth 250k - 500k - 1m is a cool idea, but the market cap would be… yeah I don’t see it

@AdamBLiv I’m thinking August or September may be bearish for 1 million. May could be a transformative month.

STRC BITCOIN SINGULARITY MAY 2026 VOLUME PROJECTION Based strictly on the observed trend of 5-day pre-ex-div trading volume accelerating: Mar 2026 pre-ex-div peak (ex-div ~03/13): 7.47M shares Apr 2026 pre-ex-div peak (ex-div ~04/14): 15.82M shares (2.12× growth in one month) Recent acceleration rate: 1.60% daily compound (measured on the last 60 days) Applying this to the May 2026 ex-div window (record date 05/15/2026 → ex-div ~05/14/2026, 5-day surge window 05/07–05/14): Projected peak volume: ~22.44 million shares Projected 5-day average: ~11.13 million shares Implied single-day raise at peak (at $100 par): ~$2.24 billion BTC purchasing power at peak: ~30,300 BTC in one session This is the pre-ex-div surge on steroids. Yield hunters flooding in for the 11.5% monthly dividend before they go ex. The pattern is clear and accelerating. May is shaping up to be the biggest capital raise day in STRC history.