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Theya
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Theya
@TheyaBitcoin
Secure your #bitcoin with modular multisig. The easiest way to self-custody. Go multisig now: https://t.co/LtMVO5Fx9Y — proud to be backed by @ycombinator
San Francisco, CA Sumali Mart 2023
72 Sinusundan6K Mga Tagasunod
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My panel discussion at the Bitcoin Treasuries Unconference in NYC last week discussing custody models for BTC treasury companies.
Grateful to share the stage with @macrojack21 and @IIICapital.
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Half of the jobs created from April 2024 to March 2025 didn’t actually exist.
Nearly 1 million jobs were just revised away, the biggest downward revision on record, surpassing 2009.
Welcome to the fake economy.
[B2YB @joinhorizon]
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For the first time ever, existing homes in the United States are more expensive than new ones.
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JPMorgan just admitted bitcoin at $112k is undervalued versus gold.
Bitcoin would be $1.17M if it was the size of gold today.
When will bitcoin reach gold parity, and how much will it be worth?
[B2YB @joinhorizon]
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U.S. homes are more unaffordable than the peak of the 2008 housing bubble.
But unlike 2008, housing is now a politically protected asset class. Prices may correct, but the long-term trajectory is higher.
Turn your trapped equity into bitcoin.
[B2YB @joinhorizon]
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Bitcoin has dipped below $110,000, and it's nothing unusual.
August and September are BTC's weakest months, but it's followed by Q4, its strongest stretch of the year.
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The U.S. housing market is so broken that it costs $30K more to buy an existing home than a brand-new one.
With purchases being canceled at a record rate, perhaps storing value in drywall wasn't the best idea.
[B2YB @joinhorizon]
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In 1950, 50% of Americans were married and owned a home by age 30. Today, it's down to 12%.
The American dream is being stolen in broad daylight.
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We’ve entered an era of fiscal dominance: central banks forced to keep rates low so governments can afford their debt.
Savers get crushed with extremely low real yields. Bitcoin will thrive in this environment.
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In 2018, a Harvard economist said bitcoin would fall to $100 within a decade.
In 2025, BTC is now $113K, and Harvard’s endowment owns $117M of it.
He won’t admit he was wrong.
Institutions are great at saving face, and terrible at seeking truth.
[B2YB @joinhorizon]
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Homes didn’t get expensive. Dollars got worthless.
In gold terms, homes are 25% cheaper since 1950. In BTC terms, they're 99.7% cheaper over the last decade.
Fix the money, fix the American dream.
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It doesn’t matter whether or not the United States buys any more bitcoin.
What matters is they can’t stop printing money.
That’s why bitcoin’s going up forever.
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Bitcoin just broke $124,000, in what has become its longest bull market ever.
This cycle's new market entrants have clearly reshaped bitcoin's price behavior.
Q4 will determine whether this continues, or if four-year cycles remain intact.
[B2YB @joinhorizon]
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