Bitcoin Companies = any co. that can consistently beat the hurdle rate + stack profits in bitcoin They have a massive advantages: ✅ their savings actually protects them from future uncertain, allowing them to focus on their product ✅ if enough conviction, they will bust-ass to avoid selling their corn

Found your post(s) interesting.... Bitcoin only here. Honest ?: Is the privacy/node bloat trade-off of Monero real/true?

For 3+ years, I listen to "On the Brink", Castle Island's weekly Friday update (2x speed, 15 mins) to check-in on the blockchain, tokenized-security, VCers, ETFers, and Treasury Company bros. My take-home bullets: ✅ The bitcoin adjac noise is about to get really LOUD. Stay focused on the signal: work, stack bitcoin only, stay humble, self-custody, and take personal responsibility ✅ Most "digital asset maxis" don't really believe bitcoin will replace the USD. Even some *bitcoiners* dont believe - the "new-asset class maxis" crew ✅ Watch what people do, not what they say. ✅ Ultimately 90% of this stuff is building on fiat. Play stupid games, ..... ✅ It is ALL GOING TO ZERO against bitcoin

Can someone please estimate + track how much the US GOV will spend on a mass shooter who is dead + the tsunami that wasnt? I'm guessing 100 million range. In case your confused, this is the actual method they use: exaggerate ALL threats, print/spend *quietly* without any gain in productivity. 🤡s all the way down 🍿 stack and chill

Debasement takes a while. Just stack through it, and chill.

sats/share + share price r the metrics that count

War = best excuse for the money printer

ODELL: Self Custody and Welcome Hard Forks 🍿🍿🍿

+ DA POW + Humans Voilà Change the World

I could see a time when most/many are using bitcoin as primarily a SOV with few onchain transactions. Lighting for low fee transactions is the primary MOE. Hash rate could fall considerably as miners unplug. Transaction finality can still be secure with a responsively resistant fee market - hash comes back on-line when demand spikes, which causes fees to spike. When fees are low and hash is low, one could always wait longer than six blocks for transaction finality. Censoring high fee transactions has opportunity cost. Spamming/scamming in the setting of high fees is costly overtime - they eventually run dry.

yo - NY Harbor

NGU makes problems easier to solve.

Operating under the assumption that all usernames + passwords + demo data are already100% compromised. Keys are analog + signers that cannot connect to computers

https://fountain.fm/clip/iiBCcILsOPgVhRO0jjIO

"Calm down doctor, now is not the time for fear,..... that comes later" - Bane

They are goin to print to support *AI industry* IMHO in the short to medium term (2-5 yrs) AI will not increase productivity nearly as much as promised It will be pitched as an *existential arms race* "....we have no choice"