It’s always funny to me that the stock market shuts down for Good Friday, like Wall Street forgot Jesus flipped tables over people like them. Meanwhile, Bitcoin’s still running, 24/7. Satoshi didn’t just build a new system; he built one that stays open, because it was made for us. That’s a huge deal. Sure, the price can swing, but the network is rock solid. Always on, always reliable. That kind of consistency is rare in any system, let alone a financial one. And sell pressure? Please. That’s just ribeyes going on sale. Why would a lower price make you want ribeye less?

I’m honestly surprised Bitcoin hasn’t dipped harder. I was prepared for more downside risk, but maybe the asymmetry is even greater than I imagined. Quantitative easing and the growing calls for more of it should weaken the dollar. Yet Bitcoin holds strong and continues to strengthen. Political pressure on the Fed only adds uncertainty to the dollar’s future, but you can’t pressure immutable code. Bitcoin doesn’t bend to politics. Everything we’ve seen this cycle has happened under high interest rates and relatively tight monetary policy; conditions Bitcoin had never faced before. I was curious how it would perform in this environment, and so far, I’m not disappointed. I actually love crab markets. They’re quiet, reflective. They make you pause, look back at where we’ve been, and wonder where we’re going. You realize you’re in, truly in, regardless of what’s coming next. My confidence is in the people. I’d rather store value in a system run by them and for them, than in one designed to work against them, serving only the system and its few beneficiaries.

Will the U.S. revalue its gold and use it to buy Bitcoin? The U.S. government reportedly holds 261.5 million ounces of gold. If that gold were revalued to current market prices, it would unlock roughly $866 billion in additional purchasing power. That’s a massive war chest, and a lot of potential sats. In a digitally driven economy, do digital reserves make more sense than physical ones? Bitcoin offers portability, auditability, and resistance to debasement; features that align with the needs of a technologically advanced world. If even a fraction of that budget neutral surplus were allocated toward Bitcoin, could it trigger the long theorized supercycle? Game theory suggests yes, but history also teaches us that standstills and slow moves are part of the process. Let’s not forget: Bitcoin was born just 16 years ago. Today, it’s already considered a credible threat to gold’s status as a reserve asset. Ironically, the bureaucracy might be doing Bitcoiners a favor. By dragging their feet, they’re giving us more time to accumulate at lower prices. Every day this transition doesn’t happen is a gift.

While it’s clear to us that Bitcoin itself is far from a scam, it’s undeniable that scams involving Bitcoin still happen, and they can be devastating. It’s a double blow: victims not only suffer theft, but often walk away with a sour impression of Bitcoin itself. That experience can turn people off from ever investing again in what is, at its core, an open, permissionless, and transformative asset; meant for everyone. In some cases, the amounts stolen are staggering; enough to constitute generational wealth. And yet, despite these headlines, illicit activity on the Bitcoin network is incredibly small. Though it’s hard to find perfectly reliable numbers, most estimates put criminal transactions at less than 1% of all Bitcoin activity. The vast majority of the network’s usage is legitimate.

It’s wild to think corporations now hold a combined 688,000 BTC, and even wilder that MicroStrategy alone accounts for 77% of that. Makes you wonder: will any company ever catch up? Or will Saylor just keep finding new ways to leverage cheap debt and keep stacking? Every sat counts. What’s fascinating is that corporations can accumulate far more than the average person, but the real question is whether they can hodl with the same conviction as battle tested Bitcoiners. Regulations used to be a headwind, but now they’re starting to shift. It’s only a matter of time before they actively encourage long-term holding. 79 companies and growing. 21 million BTC, hard capped. So how long before we hit a real supply shock?

Through my experience investing, I’ve learned it’s easy to overestimate the value of technical analysis and models, while underestimating the impact of market psychology and macro events. To me, investing is about putting your money to work; not just diversifying for the sake of it, but finding the best possible job for each dollar. I don’t work for Bitcoin; my dollars do. I focus on creating value elsewhere and then bringing it to Bitcoin. That’s how I contribute. If I believed my highest value was directly in Bitcoin, I’d be there, but I believe this is my lane. I believe in delayed gratification. The results take longer, but they take you further. To me, it’s obvious that Bitcoin is maturing as an asset class. “Digital assets” in general? I see most of them as expensive testnets at best. My hands are diamonds; that’s what matters. Paper hands do more to help me than hurt me. Cheap sats are beautiful. Don’t forget it.

I remain persistently skeptical of centralized power, especially when it values order over reason. History shows that forced stability often comes at the expense of truth, innovation, and individual freedom. Systems built on control eventually collapse under the weight of their own contradictions. In contrast, I remain cautiously optimistic about the chaos of current events, not because I trust the system, but because each disruption is another opportunity for Bitcoin to prove its value. Every crisis reveals the cracks in legacy structures, and every overreach highlights the need for a neutral, incorruptible alternative. I stay unfazed by FUD. Bitcoin endured its darkest days long before I even discovered it, and the fact that it survived without me is part of what gives me confidence in it now. That kind of antifragility isn’t just rare; it’s almost mythical. And when it comes to diversification, I remain uninterested. Diversifying into weaker assets isn’t diversification; it’s dilution. If it’s not more Bitcoin, I probably don’t want it. My conviction isn’t rooted in hype; it’s grounded in understanding, history, and hard incentives. In a world where trust is continuously betrayed, where noise drowns out signal, and where power seeks to preserve itself at all costs, I choose to align with something that doesn’t ask for trust; it earns it. Bitcoin isn’t just a hedge against uncertainty; it’s a quiet rebellion against a system that never deserved our confidence to begin with. That’s why I remain focused. Not because I know what’s coming next, but because I know where I stand when it does.

Sometimes I make mistakes. Sometimes I feel downright stupid. But then I remember, there are still people out there waiting for “alt season.” The term is misleading. It’s not alt season…it’s rug season. Unless you’re an insider or have a gullible following to dump on, chances are you’re not the one walking away with the money. Most of that money isn’t even “stolen” in the traditional sense: it’s lost to slippage in thin liquidity, pumped and dumped in echo chambers, and ultimately funneled back into fiat. These games don’t build generational wealth; they reinforce the dollar system. Bitcoin dominance has risen roughly 17%, pushing toward 64%. That alone should make it obvious: no pile of rugs, no coordinated hype cycles, has managed to outpace Bitcoin. Why? Because Bitcoin is the only asset in the space playing a game that isn’t zero sum. I’m betting on the one that leads, not the ones left gasping for air behind it. So far, that bet’s served me well. Markets are fraught with uncertainty. Why wouldn’t the king of uncertainty lead the charge? I can’t get rugged, because I don’t buy rugs. And I don’t have much sympathy for those who do. Not just because I’ve been there, but because in most cases, all it takes is a little due diligence to avoid being the exit liquidity.

I don’t believe Bitcoin’s full potential depends on scaling payments or expanding into DeFi. While those are interesting experiments, they’re not the foundation of its long term relevance. Instead, Bitcoin’s future hinges on its perceived role in the world and the nature of the participants who secure the network. Its core design, neutral, decentralized, and permissionless, has already made it a global phenomenon. It doesn’t need a new use case to justify its existence. It needs to double down on what makes it superior: a robust network that can evolve organically through changes in mining dynamics and shifts in public understanding. As block rewards dwindle, corporate miners with large overhead may become unprofitable. That doesn’t mean the network is at risk; it means it’s ready to adapt. While hashrate could temporarily drop, the beauty of Bitcoin’s architecture is that it can recalibrate. The vacuum left by large players can be filled by smaller, more agile operations: think pleb miners, or setups tapping into stranded or excess energy sources. The narrative needs to shift: Bitcoin doesn’t belong to corporations, and it doesn’t require massive capital to participate. You don’t need a public company to mine, and you don’t need a billion dollars to control your own money. We’re far from maturity. If corporate mining were the final frontier, we’d already see more entities settling into a Bitcoin standard. But they haven’t, because the true final frontier is mining Bitcoin for Bitcoin’s sake, not for dollar profitability. Bitcoin doesn’t need to change much to reach its full potential. Its resilience lies in the fact that if there’s a path forward, the incentive structure ensures someone will find it. People will pivot. The network will grow, not in a single direction, but in all directions at once. We don’t need to predict exactly what that future looks like. What matters is that the free market manifested Bitcoin, Satoshi captured it in code, and from here on out, Bitcoin will continue to preserve and propagate itself, because that’s exactly what it was designed to do.

I could never truly flip bearish on Bitcoin. At this point, stacking sats feels like second nature. Even if I suspect the price might dip in the short term, I don’t pretend to have a crystal ball, so I stay focused, productive, and consistent in accumulating. To me, Bitcoin is always in a state of being undervalued relative to its long term potential. Fiat price action might suggest volatility, but every exchange of weaker assets for stronger ones, especially during drawdowns, feels like a calculated upgrade. These moments aren’t setbacks; they’re opportunities. I can’t predict the immediate future, but I do know sentiment has been largely bearish, and markets have a way of humbling consensus opinion. Ultimately, Bitcoin leads not just because it’s first or most secure, but because it tracks global liquidity more closely than any other asset. One day, we may look back and realize that Bitcoin didn’t just reflect global liquidity; it became the benchmark for it. That’s the arc I’m betting on, and that’s why I never waiver.