The weight I put on what is going to spark the next bear market is shifting from quantum breaking SHA-256 to rumors (whether true or not) that CoinBase has been hypothecating, leading to a small pullback, which kicks off self-perpetuating leverage liquidation of a lot of these Bitcoin treasury companies. Still a 4-year cycle believer.

If you don't believe me or don't get it, I don't have time to try to convince you, sorry.

I try to not focus too much energy on negative things, but I find it quite concerning that we had a political party that controls all 3 branches of government come in with an agenda of austerity and balancing the budget, which tasks who is possibly the most productive and effective human being alive to trim $2T out of the budget, and he gets so much push back from society and BOTH political parties that he essentially throws in the towel and implies “this place is fucked. We need to get to Mars asap or the human race might cease to exist.”

52/52

Sat-cent parody is less than 10x away

There are a handful of real Bitcoiners like @preston that also own MSTR (because that was the closest we could get to the real thing in retirement accounts a couple years ago). However, I see these MSTR die hards that cry and throw temper tantrums every time he hits the atm and reduces the share price, but increases BTC/share. I don’t think these people are Bitcoiners. I think they are here for fiat gains. As long as MNAV is above 1.0, keep the flywheel going. And if MNAV drops below one, I’m probably a strong buyer 🫡