After a 13% pullback from its all-time high, #Bitcoin appears to be on sale. A minor dip that seems more like a test of patience than a cause for alarm. While weaker hands may have been shaken out, those with diamond hands remain as confident and optimistic as ever, viewing the dip as yet another opportunity in Bitcoin’s long-term trajectory. Meanwhile, MicroStrategy is doubling down on its bold Bitcoin strategy. The company is proposing a massive increase in its share authorization, from 330 million to a staggering 10.33 billion shares. While the exact mechanics of how this will bolster their Bitcoin strategy remain unclear, one thing is certain: MicroStrategy seems determined to secure even more #BTC for its treasury. Across the globe, Japan’s Metaplanet made waves by taking full advantage of the dip, executing its largest Bitcoin purchase ever: 619.7 BTC. Moves like this highlight the growing institutional appetite for Bitcoin, even during periods of market volatility. The message is clear: while prices fluctuate, the belief in Bitcoin’s long-term potential continues to strengthen among those who see it as a cornerstone of the future financial system. image
Don’t underestimate #Bitcoin’s resilience and adoption trajectory, it’s built for the long haul. #BTC operates independently of traditional financial systems, making it largely insulated from their risks. Its decentralization and global adoption protects it from systemic collapse, and the impact of any single failing financial system whether within or outside its network. In times of instability, #Bitcoin stands as the ultimate alternative financial system, offering a refuge worldwide. The smartest money on the planet is already treating #BTC as a long-term reserve asset, recognizing its unmatched potential. There are no shortcuts to out stacking. Early and consistent accumulation gives a decisive edge over adversaries. While a global competition to stack #Bitcoin hasn’t fully taken shape yet, the possibility becomes more evident every day. The early movers are already building their advantage, don’t wait to act. image
Jerome Powell’s statement that the Federal Reserve cannot hold #Bitcoin and has no plans to advocate for legal changes doesn’t mean a strategic #BTC reserve is off the table, it just means the game isn’t fully in play yet. The Fed is restricted to holding U.S. Treasury securities and other government-backed financial instruments to meet its monetary policy goals. Right now, #Bitcoin isn’t part of that club. But here’s the thing: Even if the Fed can’t directly hold #BTC, other government agencies, institutions, or even states could step up to the plate. As global adoption grows, laggard financial systems won’t just evolve, they’ll be forced to sprint to keep up. The writing’s on the wall: THE FED IS DEAD. #BTC IS THE FUTURE. AND THE FUTURE IS NOW. image
El Salvador scaling back its #Bitcoin adoption in favor of IMF loans? Definitely not on my bingo card for nation-state #Bitcoin game theory. While every country has the freedom to make its own choices, this move feels like a step backward from financial sovereignty. The irony? Bitcoin was designed to reduce reliance on centralized entities like the IMF. In my opinion, if there’s one thing the world needs more of, it’s #Bitcoin, and the freedom it represents. image
If you think one national strategic #Bitcoin reserve is exciting, imagine the combined power of 50 state-level reserves stacking on top of the stack. Each would play a distinct yet complementary role: National reserves: solidify global financial dominance and hedge against macroeconomic risks. State reserves: drive local innovation, foster financial resilience, and empower economic independence at the regional level. Together, they could create a decentralized, layered #BTC backed system, reinforcing the U.S.’s position in the global economy while enabling states to thrive in a rapidly evolving financial landscape. The possibilities are limitless when you think bigger. image
A new gold all-time high? Cool, but let’s be honest, #Bitcoin brings far more to the table than just its exchange rate: Scarcity: A fixed supply of 21M. Decentralization: No central authority controls it. Portability: Move it across the globe in minutes. Resistance: Immune to debasement or seizure. The exchange rate? That’s just a side effect of Bitcoin’s superior design. It’s on a trajectory of growth as long as these principles remain true. Yes, 1 #BTC = 1 #BTC. But I still value the exchange rate because: It measures purchasing power when transitioning between systems; be it fiat, gold, or Bitcoin. It signals market sentiment, acting as a real-time indicator of Bitcoin’s perceived value. It highlights accelerated growth, especially compared to stagnant assets like gold or traditionally good investments. Bitcoin gives me advantages that no other asset can match. And while I love a good analogy, every comparison…whether to gold, tech, or fiat…inevitably falls short. Why? Because Bitcoin transcends every framework we try to place it in. Bitcoin isn’t just a hedge. It’s designed to save the future world. It appeals to younger generations today, but eventually, everyone will recognize the strength of its monetary policy. For me, #Bitcoin isn’t just about financial freedom: it’s about lowering my time preference and expanding my time horizon, literally. This is the most asymmetric bet on the future of finance I’ve ever seen or read about, and it keeps getting more bullish. image
BlackRock suggesting a 1-2% allocation to #Bitcoin isn’t bearish It’s a clear signal of how early we are in #BTC adoption. Why wouldn’t the largest #Bitcoin ETF push for a higher allocation? The answer lies in pragmatic, early-stage adoption. Right now, the goal isn’t to pump bags but to convince as many people as possible to take their first step into #BTC. With time and validation, BlackRock’s recommendation will likely grow, and this is why I find their approach so bullish. Instead of the cyclical, hype-driven FOMO we’re used to, this could evolve into a steady, sustained form of FOMO. As new investors dip their toes into #Bitcoin, many will experience its price action for the first time. For most, price may be their only exposure to #BTC this cycle. This raises interesting questions about what it means to be a “Bitcoiner” in this new era: Does being a Bitcoiner require transacting on-chain? Is someone stacking wrapped fiat tokens contributing less than someone prioritizing self-custody? We’re witnessing the infancy of #Bitcoin as an asset, yet its importance is undeniable and still growing. And here’s the kicker: It’s not too late, you can still front-run the 99.55% of global wealth that isn’t yet in #Bitcoin. image
#Bitcoin hovering at $100k marks a milestone that goes beyond price. It’s a statement about its growing importance in global finance and its untapped potential for further growth. Once, cash meant gold. Now, Bitcoin is both digital gold and digital cash, solving for the inefficiencies of our current systems. Institutions have accelerated adoption, but in doing so, they’ll soon discover the fundamental difference between #Bitcoin and the rest of crypto. This raises questions worth pondering: What do we call tradfi that adopts #Bitcoin? Should tradfi-btc vehicles compete with additional layers and protocols built on #BTC? Is there symbolism in legacy finance needing Bitcoin’s rails to escape the exclusivity they created and embrace the most inclusive financial asset ever? Are we at a turning point? A revolution? Could things actually get better? Join the movement. this is bigger than just a number. image
Is it too late to buy #Bitcoin? No. Altcoins? I’ll pass. Most altcoins lack the staying power I’m looking for. I’ve seen too many fade into irrelevance. That’s money I’d rather use to stack sats instead. #Bitcoin’s network effect is unmatched and irreplaceable. I’m not here for short-term speculation. What matters to me is consistent, long-term growth, and #Bitcoin has proven its potential time and time again. The long-term upside for Bitcoin is still immense. I was stacking at $15-16k, and I’m still stacking now. As Much As Possible. 🫡 image