This is real footage from nearly 100 years ago A street in Shanghai, China

A Strategic Bitcoin Reserve is the most asymmetric bet the U.S. Treasury could make. The downside is manageable. The upside is generational.

Let's be real... It's easy to post "buy the bitcoin dip." But it's much harder in reality. But... when the US Gov is literally telling you they are building a BTC Reserve that will become the bedrock of the new global monetary system... And you can still get one for about $65,000

Treasury Secretary Scott Bessent tells lawmakers he looks forward to collaborating on the Strategic Bitcoin Reserve. "We are proceeding with all deliberate speed... making sure we use best practices and things will be durable for the future."

I’ll always be here through thick or thin. My faith in Bitcoin has never wavered.

BITCOIN CONFIRMED AS PART OF IRAN’S STRAIT OF HORMUZ TOLL PLANS Iran has reportedly launched “Hormuz Safe,” a sovereign-backed maritime insurance platform allowing ships crossing the Strait of Hormuz to purchase coverage using Bitcoin. According to Iranian state-linked reports, the platform offers digitally verified insurance certificates, encrypted authentication systems, and rapid coverage for vessels operating in the Persian Gulf and surrounding waterways. Documents cited by Fars News Agency claim Iran’s Economy Ministry has been developing the framework since early May as part of a broader strategy to manage shipping traffic through Hormuz using insurance, liability guarantees, and maritime certification systems. Iranian media claims the initiative could eventually generate more than $10B in annual revenue if widely adopted. The move comes as tensions escalate around one of the world’s most critical energy chokepoints, where roughly 20% of global oil supply passes daily. If adopted at scale, Bitcoin may now be entering global maritime trade and energy logistics in one of the most geopolitically sensitive regions on earth.

Michael Saylor just triggered a $2M Bitcoin supply shock. Read that again. Not $200K Bitcoin. Not $500K. $2 million per coin. Here’s what just happened. Strategy just unveiled a plan to raise $42 billion in capital to buy more Bitcoin. $42 billion. Dedicated to acquiring a single asset: Bitcoin. The company filed an official report outlining two massive capital programs designed to fund future Bitcoin purchases: • $21B MSTR ATM equity program • $21B STRC preferred income security program Together they form a $42B Bitcoin acquisition war chest. Every dollar feeds the same machine: Raise capital → acquire Bitcoin → remove supply from the market. And the accumulation is already happening. Strategy recently added another 1,031 Bitcoin for roughly $77 million, bringing its total holdings to 762,099 BTC. But the real story isn’t the latest Bitcoin purchase. It’s what happens next. Because Bitcoin has something no other asset on Earth has. Absolute scarcity. More than 20 million Bitcoin have already been mined. Fewer than 1 million coins remain to be mined between now and the year 2140. But the amount actually available to buy today is dramatically smaller. Millions of Bitcoin are permanently lost. Millions more are held by long-term holders who refuse to sell. Every year more Bitcoin disappears into cold storage. Which means the liquid supply available to the market keeps shrinking. Now combine that shrinking supply with what’s happening on the demand side. ETFs are accumulating Bitcoin every week. Corporations are building treasury reserves. Institutional capital is entering the market. And companies across the world are beginning to copy the Strategy playbook. In Asia, companies like Metaplanet are aggressively accumulating Bitcoin, holding over 35,000 BTC worth about $2.5B - now one of the largest corporate Bitcoin holders on Earth. And Strategy itself continues to expand the largest corporate Bitcoin treasury in history. Now it has built a $42 billion capital machine designed to buy even more. When this kind of capital competes for a fixed supply asset, prices don’t move slowly. Prices don’t adjust slowly. They reset. Because Bitcoin still operates inside a surprisingly small global market. At roughly $70,000 per coin, the entire Bitcoin network is valued around $1.4 trillion. That may sound enormous. But compared to the assets Bitcoin is absorbing, it’s tiny. Gold alone sits around $36 trillion. Global bond markets exceed $145 trillion. Global real estate exceeds $393 trillion. When even a small percentage of that capital moves into Bitcoin, the available liquidity disappears. This is how the Bitcoin supply shock begins. First $500,000 Bitcoin. Then $1 million. Then the number investors struggle to comprehend today. $2 million per Bitcoin. Because at that point Bitcoin stops competing with speculative assets. It begins competing with global monetary reserves. Gold. Treasuries. Sovereign wealth funds. Central bank reserves. The foundation of the global financial system. And when the world finally understands how little Bitcoin is actually available… Price explodes upward until the market finally finds the last seller. $2M BITCOIN SUPPLY SHOCK - Saylor Launches $42B Buying War The real question now isn’t whether Bitcoin demand grows. The real question is: How high does Bitcoin go when corporations, institutions, and governments realize there isn’t enough BTC left to buy?

I've been warning about this since before Mt. Gox. Exchanges will freeze your account. Banks will block your transfers. Governments will change the rules. #Bitcoin doesn't ask for permission. If it's not in your wallet, it's not your Bitcoin. Period.