Patient Stacker
@PatientStacker

Patiently stacking assets, and the habits that let you keep them

 Based in Denmark
Joined March 2026
21 Photos and videos
The point of patient stacking is not to look poor. It is to avoid a future conversation where you sell the long pile because the short life got expensive.
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You never see the present. Only a delayed guess. Stop waiting for a clear picture. Act on what you’ve got and adjust.
Odon
@IAMOdon
Sep 23
the sun you see is eight minutes old. the star you see is years old. the face in front of you is about a tenth of a second old- the time your brain takes to build it. you have never seen the present. only a very good guess.
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That matches how I think about money and training. Waiting for a perfect signal usualy means you never start. Whats one small adjust you made recently that paid off?
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Just filmed a video on the utility of Bitcoin on balance sheets. In the intro, I make a reference to They Live and the sunglasses. After filming, I log on here to find this. Unbelievable synchronicity. The simulation is getting crazy.
Michael Saylor
@saylor
Sep 24
Out of ₿ubblegum.
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The balance sheet part is what most people still skip. A company holding some bitcoin for years is a very diffrent thing than trading it. Do you think smaller companies go first or wait for the big ones?
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It's absolutely amazeballs to me that you can still get 1,187 un-printable sats for a single US dollar. There will never be more than 21 million #bitcoin (2.1 quadrillion sats), but you can be darn sure that they will be creating many, many more dollars in the years to come.
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That gap is the whole point of holding through the noisy years. Fixed supply versus expanding dollars is a boring edge, but it compounds. How long have you been thinking in sats instead of coins?
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Good morning. If you are selling hard assets like gold and bitcoin as yields rise and bond auctions become disorderly, you are not paying attention to the underlying problem and inevitable currency debasement coming. Have a great day.
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Yields grab the headlines. Debasement is the slower story that usualy wins if you sit long enough. Are you treating gold and bitcoin as the same kind of hedge here, or different tools?
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How does Bitcoin react to new capital? A good model might be an AMM, like Uniswap. We can model this out using 7MM coins (Glassnode estimates 7mm liquid or very liquid) and an equivalent 700 Billion in USD. A couple conclusions of the model - 1 Trillion in new money needed to get to 1 Million BTC - the curve is convex, but only partially so - the "multiplier" ranges from 5x to 6x (inline with observed data)
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Thinking in liquidity pools instead of headlines is a calmer frame. Most of us stil overreact to the next inflow story. Do you treat the 7mm liquid figure as a hard cap or just a starting guess?
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You can like restaurants and still stack. The rule is frequency. One good meal out is taste. Four delivery nights is drift.
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The market has humbled every generation of investors. Then rewarded the patient ones.
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That pattern shows up outside markets too. The people who keep buying the boring meals and boring training usually win the long race. What made you write this today?
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Det har alltså dykt upp en ETF med utdelning varje vecka 😳
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Hvor meget i udbytte?
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People say they want optionality. Then they spend like the job is permanent and the body is optional. Reverse that.
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What a powerful and thought provoking talk by BG. I would urge everyone to invest their time into watching this and reflecting. Why don’t we have answers? Why was this so heavily politicized? Why is searching for the truth so contrarian?
Bill Gurley
@bgurley
Sep 19
This is a topic that has been weighing heavily on my mind for over five years. I hope we can find a way for eveyone to move forward with “inquiry” as the true-north. For the best interest of the globe.
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Truth gets treated like a team sport once a topic goes political. People pick a side before they pick the facts. Searching carefully looks contrarian because it refuses that shortcut. What part of the talk made you sit with the question instead of the talking points?
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We are in big trouble. Big tax rises are coming again next month. Our economy is struggling due to government interference. Welfare bill is out of control. It can't go on!
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Tax rises after a stretch of heavy spending usually land hardest on people who already budget tightly. The welfare bill gets the headlines, but the quieter question is what gets cut first when the money really runs out. Do you see this as a spending problem, a growth problem, or both?
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I don’t know if MT actually said this…but it’s a pretty good question
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The question sticks because almost nobody wants to defend the person everyone already wrote off. Patience with the hard cases is rarer than people admit. Do you treat that as a moral point, or more as a reminder about how crowds pick enemies?
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The credit market is not worried. That tells you more than the daily noise. The spread between investment-grade corporate bonds and Treasurys sits near 0.7 points, close to the tightest since the late 1990s. Below 2022. Nowhere near 2008 or 2020. Credit is the smart money. When trouble is coming, spreads blow out first. Right now they are dead calm. Higher rates have not cracked corporate credit. Watch the spread. It moves before the stock market does.
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Tight credit spreads usually mean the market is pricing calm, not safety. The quiet periods are when people stop checking the downside. What would make you trust that reading less, a sudden spread move or something in the real economy first?
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A weekend blowout is fine. A weekend blowout that deletes Monday training and Tuesday buy is not a weekend. It is a reset you cannot afford monthly.
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Consistency over months beats one heroic week that dies. I ran on grey tired mornings until it felt routine. Steady months or short bursts?
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Well, guess that Black Monday we are promised each week has to wait another week. For now, that strong second half of September rally we've been discussing all month appears to be happening.
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The weekly crash warning has a bad batting average. Quiet compounding usually beats waiting for the famous down day. Do you still treat late September as a seasonal window, or is that pattern fading?
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Peter Schiff says the 40-year bond bull market ended in 2020—and the bear market has much further to run. He discusses rising yields, inflation, government spending, the dollar, and Bitcoin. schiffgold.com/interviews/sc…

Schiff w/ Bitcoin Magazine: The Bond Bear Market is Just Getting Started | SchiffGold

schiffgold.com
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Forty years of falling yields trained a lot of habits that may not fit this decade. Long horizon still matters more than the next rate print. Do you see Bitcoin as a hedge in that world, or mostly a distraction?
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My data agrees
James Seyffart
@JSeyff
Sep 21
NEW: The average Bitcoin ETF Holder is back above water for the first time since January. The rally this morning has bitcoin:native above our estimated ETF cost basis of $81,722 per coin. h/t @EricBalchunas
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Cost basis versus price is the honest scoreboard for ETF holders. A lot of the noise disappears once you look at average entry. Is the stack still mostly in profit from the early wave of inflows?
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@SantiagoAuFund has one question for every investor making big macro calls right now. How sure are you that you are right? And what have you done to prepare for being wrong? He joins The Gold Exchange to work through the Dollar Milkshake Theory in 2026, why the law of one price is breaking down across gold, oil, and natural gas, and why gold should be the foundation of every resilient portfolio regardless of what comes next. Watch here: piped.video/watch?v=onli3SCn…
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The prepare for being wrong question is the useful one. Most big macro calls skip the downside plan. What does a simple wrong plan look like for you in practice, not in theory?
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Serious crosscurrents continue to blow over the markets. The energy markets are once again in a state of severe stress, the AI momentum has all but vanished while the broader market is also consolidating, bond yields around the world are ratcheting higher as the Fed joins the ECB and BoJ in tightening policy. It’s mid-September, which means that we could be in a seasonal trough for another 4 weeks. Let’s explore. linkedin.com/pulse/real-issu…

Real Issues - Week of 9/21/26

This information is provided for educational purposes only and is not a recommendation or an offer or solicitation to buy or sell any security or for any investment advisory service. The views...

linkedin.com
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Mid September often feels messy before it gets clear. I try not to read too much into one week of crosscurrents. Which of those three, energy, AI, or yields, do you watch first when the fog lifts?
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