Bitcoin isn’t a safe haven like gold; it’s a safe haven from a collapsing system. Gold is designed to preserve value in the context of the existing financial world. Bitcoin, on the other hand, is designed to thrive as that world falls apart. The gold community’s FUD didn’t push me away, it actually sparked my curiosity. And looking back, had I chosen gold over Bitcoin five, my performance would’ve been over 10x worse: in the past five years it’s been 984% vs. just 99%. That speaks for itself. I believe Bitcoin’s nature is fundamentally superior to gold’s and, over time, it will behave accordingly, but it’s also a newer and more misunderstood asset, and sometimes those misunderstandings get priced in. What we often interpret as volatility is actually Bitcoin reflecting reality more quickly and accurately than most other markets. Because Bitcoin is one of the most liquid and accessible assets in the world, it’s often the first to react in moments of global uncertainty. That can mean sharp dips due to panic, but those dips are signals. More than once, I’ve seen Bitcoin move 30 minutes to an hour before major news breaks. As adoption grows, I believe this lead time will only increase; Bitcoin is becoming the world’s financial seismograph. To put it bluntly: we’re in Dom’s car, Fast and Furious style. The fiat crowd and gold bugs hit the nitrous early, thinking they’ve won, but that was premature. Bitcoin’s just getting started, and when it kicks in, it’s going to blow past them and win the race. image
The way Bitcoin saves the world may mirror the way fiat destroyed it, but in reverse. That may sound like a sweeping claim, but one aspect makes this especially clear to me: lobbying. Fiat corrupted the world by allowing those closest to the money printer to buy influence: politicians, regulators, institutions. Over time, this power structure ensured that the productive class remained trapped: taxed, controlled, and devalued. The more fiat was printed to enrich the few, the more it lost value for the many. This created an exponentially negative loop, where those who actually build, grow, and sustain society were punished for their contributions, while those who controlled the system extracted value without creating it. Bitcoin, and the Bitcoiners who understand its potential, will reverse this cycle. Instead of using wealth to entrench corruption, Bitcoin allows capital to be used to support transparency, sovereignty, and innovation. Adoption grows not through coercion, but through voluntary alignment. There’s no privileged few, no one with closer access to the printer…because there is no printer. Bitcoin is for the people, by the people. If those who adopt it don’t benefit, adoption halts. But because they do benefit, it grows stronger. That’s what makes Bitcoin an exponentially positive loop. At the end of the day, Bitcoin is for everyone. And fixing the world may look different depending on your values, but that freedom of perspective is part of the point. If that’s not a reason to stack at any price, I don’t know what is. image
Supply is tightening while selling pressure continues to ease, and I’m increasingly confident that the top isn’t in yet. I’m clearly not alone, plenty of others seem to share that view. As supply becomes more scarce, even modest demand can have an outsized impact on price. What’s fascinating is how price itself can either attract people to Bitcoin or push them away. For some, a rising price is an orange pill: a wake up call to pay attention. For others, volatility or a lack of immediate gains becomes a turnoff. Personally, I find Bitcoin’s price action interesting, but I don’t need NGU 24/7 to stay convicted. That expectation isn’t realistic. Bitcoin is bigger than its short term chart. image
Bitcoin has taught me many things, but one lesson stands out: Bitcoin doesn’t let you down; your expectations do. Each day is a new opportunity to live in the moment rather than obsess over predictions. With the right mindset, a dip is simply a discount and a pump is a bonus. My share of the total supply is undilutable, and my holdings continue to grow: slowly, steadily, and consistently upward. What stands out today is how remarkably stable Bitcoin has been during a time of global uncertainty and conflict. And this isn’t some mild turbulence: the uncertainty we’re facing is serious. Yet, many are still too caught up in fiat based gains to appreciate the quiet strength of an asset once dismissed as highly speculative. That in itself is telling. Bitcoin is proving to be something new entirely: a dynamic asset, capable of existing outside the rigid constraints of its macro environment. It doesn’t need to “react” the way traditional assets do. Instead, it offers individuals the freedom to respond on their own terms. That’s what makes it unique. Bitcoin doesn’t cater to the first come, first served; it caters to the most sovereign. Supercycle might be a loaded word, but I do believe Bitcoin’s market structure has matured in a way that only time will fully reveal. Its sustainability and resilience are no longer theoretical, they’re playing out in real time. My demand for Bitcoin has moved beyond the normal concept of demand. I don’t need leverage. I don’t chase pumps. I just want to own sats. My next stack is as inevitable as my next paycheck. Price? That’s secondary. Ownership is everything image
BlackRock’s $IBIT has become the fastest ETF in history to surpass $70 billion in assets under management; achieving this milestone five times faster than the previous record holder, $GLD. This isn’t just a financial milestone, it’s a signal. The demand for Bitcoin exposure is growing faster than most narratives are willing to admit. While public rhetoric lags behind, traditional finance is rapidly aligning itself with Bitcoin. The integration is accelerating, and we’re on the verge of seeing it move at warp speed. But don’t get distracted. As capital continues to flow in, expect increased volatility and renewed debates around sustainability. Still, this may not play out like previous cycles. We might not get a full blown bear market, just a breather. At this pace, you may actually start getting tired of all the wins. image
James Wynn just closed his long and opened a short; same energy as Jim Cramer. That alone probably means new highs are around the corner, because the market makers seem to hate this guy’s positioning. It’s one thing to take reckless leverage and get rekt, but to take stupid leverage and short Bitcoin? Alright buddy, hold up; let me grab a chair for this one. Let James Wynn be a reminder: you can’t trade Bitcoin like a meme coin. This is Bitcoin, not crypto. image
Love them or hate them, BlackRock and other exchange traded products are accumulating Bitcoin at a blistering pace. With such aggressive acquisition and a fixed supply, how long can this continue without triggering a major price breakout? This rate of accumulation is clearly unsustainable. What we’re witnessing isn’t just speculation anymore; it’s a growing race among financial institutions for Bitcoin dominance. The narrative is shifting from profit chasing to positioning for a new monetary order. There are already murmurs about laying the foundation for a digital financial future. Power structures aren’t collapsing, they’re evolving, starting from what’s left of the middle and working outward. Bitcoin is becoming the gravitational center. image