Explaining Bitcoin through contrast and clarity. Tools: lastcoinstanding.com. Ex-Mastercard Director of Product (10 yrs). Building Bitcoin for merchants.
SF Bay Area
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"Just one more year."
Every bitcoin retirement plan is a choice against the plan you didn't pick — retire in 2035 or 2036, draw more or less, wait for a bigger stack.
New tool: put two complete bitcoin retirement plans side by side and read what the difference actually buys.🧵
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Last Coin Standing retweeted
Even if mass immigration was profitable,
our replacement would still be a crime.
But it’s ruinously expensive too.
It's important to inform the people in Europe of the exorbitant cost taxpayers are paying for mass immigration. €1.5 million on average for a single Somali immigrant, for example.
And Muslim mass immigration would not be good even if it was free!
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Trying to buy plane tickets on @AerLingus website and their site checkout is broken. Imagine trying to run a business like this? Am at least glad that Irish taxpayers are no longer subsidizing this outfit.
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An hour with @RobinSeyr on the bitcoin retirement math:
– why, on the model's default inputs, each 0.2 BTC moves the retirement date by about three years
– what waiting for a lower entry cost, at every point in bitcoin's history
– where a stack stops drawing down and starts outgrowing its spending
Historical figures and stated assumptions throughout — not a forecast. Full episode in the reply.
Retire on 1 BTC by 2037?
-> How every 0.2 Bitcoin retires you 3 years faster.
-> Why you should deploy now, not wait
-> The exact individual math to BTC
A true legend @LastCoinStandng
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The tools we walked through, in order:
05:00 Wait or deploy now → lastcoinstanding.com/wait-or…
10:05 The Doubling Ladder → lastcoinstanding.com/the-dou…
16:35 The Power Law → lastcoinstanding.com/the-pow…
25:49 Escape Velocity → lastcoinstanding.com/bitcoin…
32:58 How Much Bitcoin → lastcoinstanding.com/how-muc…
37:44 The middle seat (STRC) → lastcoinstanding.com/the-str…
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AI will create trillions. Whether anyone captures them comes down to three variables, which move over time.
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Hamilton Helmer's 7 Powers, applied to a frontier AI lab and to bitcoin. The lab gets real credit — brand, process power. The row that matters is the last one: how long the barrier lasts.
From a new essay on why the market has AI and bitcoin confused — linked in the reply.
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Bitcoin vs. AI: value creation is not value capture.
lastcoinstanding.substack.co…
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The Bitcoin Rundown is live. Tell it your situation — retirement year, target income, your stack if you like — and what you came to decide, and it lays out what a position like today's has meant for exactly that. Nothing you enter leaves your browser.
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From a position like today's — about half its long-run trend — it shows how often deploying beat waiting, what "waiting for a lower entry" actually bought, how long returns to trend have taken, what the retirement arithmetic needs. Historical, at this position. Not a prediction.
lastcoinstanding.com/the-run…
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The Bitcoin Dashboard is the glance. The Gallery is the record. This is the briefing.
lastcoinstanding.com/the-run…
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1/2 For weeks my Bitcoin Dashboard said bitcoin's record held 65 completed episodes at today's depth. It was six. Same data, one wrong noun, a tenfold overstatement. What changed when I counted properly — and the one question to ask of any bitcoin statistic:
Made with AI
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2/2: Six Episodes, Not Sixty-Five Data Points → lastcoinstanding.substack.co…
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Last Coin Standing retweeted
.@grok why was @Parodyjeffx suspended?
@elonmusk - There must be transparency in these processes. We all “notice” the obvious abuse of these polices to target critics of Israel
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Why I see the power law as a tremendously useful model to describe bitcoin's growth over time:
- bitcoin is a system and network (closer to internet or mobile phone growth), unlike all other financial assets.
- It is conservative; implied CAGR decreases over time.
- the growth is proportional, sustainable and scalable.
- It is more useful than technical analysis to consider future price movements.
@sminston_with @moneyordebt @dotkrueger
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This is reminiscent of specifically what caused the fall the Roman Empire.
BREAKING: Donald Trump's war on Iran has forced the U.S. Navy to take money from its own sailors' paychecks to keep the conflict going — a financial meltdown that has left the military scrambling, per The Guardian.
A Pentagon memo warns of "shortfalls in payroll" accounts after the department raided them to finance combat operations. One Navy official said: "The money for payroll was robbed to pay for overseas contingencies." Non-emergency maintenance has already been postponed.
"The piggy bank is broken," said retired naval officer Harlan Ullman. The war has depleted munitions, wrecked Middle Eastern bases, and left a $67 billion emergency funding request stalled in Congress.
Trump launched the war on February 28. The Navy's $300 billion budget didn't account for it. Now sailors' paychecks are being cannibalized to keep it going.
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