Let’s clear up a misunderstanding. “BTC is pristine collateral” It is for them, NOT for you. When you borrow, front the stinkiest dogshit collateral they will take. For example your home loan... The bank doesn’t even know how much it’s worth. Takes months to sell. They pray you don’t default, it’s a risk for them. BTC as collateral. They know what it’s worth EVERY SECOND OF THE DAY OR NIGHT. Insta-liquidation is easy. They are incentivised to liquidate, charge penalties and roll the money to the next borrower. So remember… when you borrow let them take your dogshit.

People will congratulate you for getting a: - $500K mortgage to buy a house - $50K loan to get married - $70K loan to buy a car - $200K student loan But the moment you tell them that you're buying investments or starting your own business, they start asking you: - "What if it doesn't work out?" - "Are you sure?" - "Isn't that too risky?" - "Will you lose your money?" Think about that

Bill, Bob, Barry, and Bart all owned 10 Bitcoin in 2025. Bill sold the exact top at $126k, paid 10% in taxes, and bought the exact bottom at $58k. Literally perfect. Bob relied on indicators that told him to sell at $92k, paid 7% in taxes, and bought back at $65k. Realistic best case. Barry sold at $76k BTC and bought back at $86k after paying 5% in taxes. Much more common case. Bart never sold the Bitcoin and used a signature loan at $73k BTC at a 40% LTV with no margin call or BTC collateral for 5+ years to get another 40% more Bitcoin. Bill has 19.55 Bitcoin. Bob has 13.16 Bitcoin. Barry has 8.4 Bitcoin. Bart has 14 Bitcoin. Bart put in the least hours of stress and outperformed somebody that realistically timed the cycle. My story is the most similar to Bart's, and yours hopefully is too. The people that timed the market, trusted single point of failure self custody, derivatives/options, and used subpar lending programs with margin call ended up with less Bitcoin. I ended up with way more, thank God. In fact my % BTC stack growth is way higher than anybody I've met that has timed this cycle correctly (which is a small number). Don't waste time timing the cycle. Use cheap debt in weak currency to get more Bitcoin when price is down. That is how you outperform the traders with less risk (IMO) and less time invested. Do this three times over the next decade and you'll have almost 3x the Bitcoin you have today without the trading stress or taxes. Simple.

58k gang or 85k gang?

Bitcoin turned $10,000 into $113,000 since January 1, 2020, yet an investor who missed only its 25 best days out of 2,453 would be sitting on $7,200 today. Just 1% of the days delivered more than all of the gains, and the other 99% of days combined lost money.

All you had to do was buy and hold. #btc #bitcoin #mstr #crypto

3 weeks ago I argued the US goal in Iran is to seize the global oil spigot. Venezuela in January -> Iran in February. Neutralize every supply channel outside the dollar system within 90 days. Achieve a compliant successor government and complete energy dominance. The oil thesis was the obvious layer. However, when you zoom out & view the last four years as a single sequence rather than isolated geopolitical events, the architecture of the grander US plan becomes visible. 1st was Europe, which laid the groundwork. The Ukraine conflict provided the justification for sanctions that collapsed Russian pipeline gas from 150 billion cubic meters to 40. Then Nordstream was destroyed, which rewired the entire European energy system permanently. The US went from supplying 28% of Europe's LNG in 2021 to 58% by 2025, exporting a record 111 million MTs, the 1st country in history to break 100 MT. Europe was transformed from a customer with options into a captive market now purchasing its survival in USD. 2nd was Syria. The fall of Assad severed the critical node connecting China's Belt & Road Initiative to the Mediterranean. The trilateral railway linking Iran, Iraq & Syria, designed to bypass Western maritime chokepoints, was completely destroyed. This isolated Iran geographically & cleared the path for what came next. 3rd was Venezuela. In January the US effectively took control of the world's largest heavy crude reserves. The US Gulf Coast has the most advanced refining complex on earth, specifically built for heavy sour crude. Phillips 66, Valero & the rest are now positioned to process hundreds of thousands of barrels of Venezuelan crude daily. The US captured a massive strategic reserve & solidified its position as the dominant exporter of refined petroleum products, an industry worth $110 billion in 2025 alone. Venezuela & Iran were the two major oil supply channels that existed outside the dollar system. Both produce heavy crude sold primarily to China & evaded US financial supervision. Both now being neutralized within 90 days, which leads us to.. 4th is Iran & the Middle East energy shock. Israel struck Iran's South Pars gas field, the world's largest natural gas reservoir. Iran retaliated against Qatar's Ras Laffan, the single largest LNG facility on earth, responsible for a fifth of global supply. QatarEnergy's own assessment is that 17% of export capacity is gone and recovery will take up to 5 years. The Strait of Hormuz is closed. European gas prices spiked 70%. Asian spot prices doubled. The only remaining scaled supplier? The United States. If Iran falls & a successor government is installed that the US controls or influences (the Delcy model described weeks ago) then roughly 40 to 45 million barrels per day of global production out of 103 million is effectively under US control. OPEC becomes irrelevant because the US coalition is now the marginal producer. Now add the gas dimension & it goes beyond oil. This war is solidifying the petrodollar system as it evolves into a hybrid petro/LNG-dollar. The old system was built on Saudi crude priced in USD. The new system is built on American crude plus American gas from the Gulf Coast, with no alternative supplier of comparable scale. The dependency is deeper because LNG infrastructure requires long term contracts & regasification terminals that lock buyers into supply relationships for decades. Europe & the Pacific allies (Japan, South Korea, Taiwan, etc.) cannot pivot away as there is nowhere left to pivot to. They're now locked into the US energy system. The market confirms this. DXY went from 96 to 101. Gold down ~20% from its January all time high. Bitcoin down 20% on the year. Brent above $100. European & Asian institutions are liquidating precious metals and crypto to buy dollars because they need dollars to buy the only remaining scaled energy supply. The world is selling its gold to buy American energy in American currency. The dollar is now being weaponized through energy dependency. The structural repricing is happening regardless of how the conflict resolves. But the US grand strategy goes deeper.. Artificial intelligence is a physical industry. It runs on power and chips. Data centers require massive uninterrupted baseload electricity, primarily provided by natural gas. Semiconductor fabrication requires helium & rare earths. By choking the Strait of Hormuz & crippling Middle Eastern LNG & helium production, the US is systematically degrading China's ability to power its data centers & fabricate semiconductors at scale. The US is energy self sufficient, especially with newly captured Venezuelan reserves & expanding Gulf Coast capacity running on domestic gas. On the other hand, China is import dependent & every joule it imports effectively now transits chokepoints the US Navy controls.. Iran was the Belt & Road's overland energy bypass, the corridor that allowed China to mitigate the Malacca Trap. With Iran neutralized that corridor is severed. China faces a world where its compute infrastructure competes for scraps on a depleted global LNG market, while American data centers run at full capacity on domestic energy. Russia is next in the sequence. A post-war Iran reopening under US influence competes directly with Russia for the same refineries in China & India at lower cost. Iran's production costs are lower. Russia loses its last structural advantage in heavy crude & its economic lifeline. Additionally, under the Iran war cover, Ukraine has been opportunistically destroying Russian energy infrastructure & all signs point towards Russia being at the end of the line. The message from Washington becomes very simple: we dismantled two regimes in three months, your economy is about to get crushed, sign the Ukraine deal. Then Trump sits down with Xi holding every card. Complete energy dominance. The hybrid petro/LNG-dollar fortified, Iran cleared, Russia cornered, & China facing the Malacca Trap fully closed with no remaining energy bypass. Israel & the GCC are absorbing the kinetic cost of a conflict whose primary beneficiary, counter to the mainstream narrative, is actually America (First). Qatar offline for 5 years reprices the entire global gas market in favor of US exporters for the remainder of the decade. The Gulf states face years of rebuilding. Europe faces its 2nd energy crisis in four years. Sure, the average American might face temporary moderate inflation & higher gas prices. But if you are the architect of the US empire & you view the rise of China & Chinese ASI as an existential winner takes all scenario, the collateral damage is acceptable cost. Whoever controls the energy corridors controls the monetary system. Whoever controls the monetary system & the energy supply simultaneously controls the compute infrastructure that determines which civilization builds ASI first. The US is seizing all 3.

PetroBTC is next.

This is getting pretty insane, look at this, You pay a plumber $100. After tax, the plumber keeps $70. The plumber pays a house cleaner $70. After tax, the cleaner keeps $49. The cleaner pays a delivery driver $49. After tax, the driver keeps about $34. The driver pays a mechanic $34. After tax, the mechanic keeps about $24. The mechanic pays a server $24. After tax, the server keeps about $17. Keep repeating the process. Each time the money moves, more gets taxed until the gov has collected nearly the whole original $100. oh and now introduce money printing / inflation... we are getting close to another tea party if you ask me

Come on in!

Bro it’s called a Roth IRA, it’s so sick. You just live like a povert for 50 years, then one day you wake up and your cock doesn’t work but you get to open your phone and see a big number, and the best part? It’s all tax free.

You think owning ONE Bitcoin is expensive? Wait until you understand how RARE it already is. River estimates only 825,000 people own at least 1 BTC. On a planet of more than 8 BILLION people. That’s roughly 1 IN 10,000. And 99.6% of people own less than 0.01 Bitcoin. Now imagine what happens when the next billion people figure out what Bitcoiners already know. There isn’t enough Bitcoin for everyone to own ONE. And Bitcoin isn’t going to wait for them to catch up. The price will simply keep rising until the market finds somebody willing to SELL. That’s why $1 MILLION Bitcoin isn’t the shocking number. The shocking number is how few people will own ONE when it gets there. Because everybody loves talking about 21 million Bitcoin. But even THAT number exaggerates what’s actually available. An estimated 3 to 4 MILLION Bitcoin are permanently lost. Long-term holders control roughly 84% of the circulating supply. Public companies already hold approximately 1.27 MILLION BTC. U.S. spot Bitcoin ETFs hold another 1.22 MILLION BTC. And that’s BEFORE you account for governments. The United States alone already controls roughly 330,000 Bitcoin and legislation has been proposed to acquire 1 MILLION BTC for its Strategic Bitcoin Reserve. So forget 21 million Bitcoin being available for sale. They AREN’T. What matters is the Bitcoin actually available for SALE. And THAT number keeps getting smaller while the number of buyers keeps getting BIGGER. Bitcoin just printed its biggest weekly green candle in THREE YEARS. It reclaimed the 200-week moving average. More than 70% of the Bitcoin supply is back in profit. And Bitcoin is having one of its strongest Augusts EVER. All while some of the biggest catalysts haven’t even fully arrived. America established a Strategic Bitcoin Reserve… but hasn’t started aggressively buying toward a massive strategic position. Major Bitcoin legislation is still moving through Washington. Institutional adoption is still expanding. Nation-state adoption is still beginning. And somehow people still think they’re LATE. Late compared to WHO? The estimated 99.99% of humanity that doesn’t own a whole Bitcoin? The 99.6% that owns less than 0.01 BTC? We are watching one of the scarcest assets ever created transition from an internet experiment to a globally recognized monetary asset. And there are only 21 million coins for billions of people, corporations, institutions and governments to compete over. Do the math. If just 21 million people wanted ONE Bitcoin each… there STILL wouldn’t be enough. Not even close. Because existing holders already own most of them. Now imagine hundreds of millions wanting meaningful exposure. Then billions. The competition doesn’t create more Bitcoin. It creates a HIGHER PRICE. $100,000. $250,000. $500,000. $1 MILLION. And eventually one whole Bitcoin becomes something most people will NEVER be able to acquire. They’ll measure their wealth in SATS. 0.1 BTC will become meaningful. 0.01 BTC will become meaningful. Even 0.001 BTC will represent something billions of people wish they had accumulated earlier. That’s the part of Bitcoin scarcity most people still haven’t mentally processed. They see the PRICE rising and think Bitcoin is becoming less accessible. Bitcoiners see the SUPPLY and understand the opposite. The opportunity to acquire a meaningful percentage of the network is disappearing. Not because Bitcoin changed. Because the number of people who understand Bitcoin keeps growing while the number of Bitcoin NEVER does. Eventually the idea that an ordinary person could acquire an ENTIRE Bitcoin will sound f'king unbelievable. So when somebody tells you Bitcoin is too expensive show them the number that actually matters. 21 MILLION Bitcoin. More than 8 BILLION people. And only an estimated 825,000 wholecoiners today. You’re not late. The crowd is.

bitcoin:native

Wen 444k?

all roads eventually lead back to the interests you had as a child

Stand tall. Dont crack. Endure. You can die tomorrow. Today you do the only thing you can do. You fight. You rage on. You do what you came to do. You finish what you started. No matter how much it costs. How long it takes. Or how much it hurts. Because you said you would.

The @Trezor security breach is NOT the same as the ColdCard issue. Please stop with the knee jerk reactions. Your information is likely already compromised in other areas. I will continue to be a customer. #bitcoin #trezor #coldcard #crypto

RIP #110 #bip110

Dice roll or no dice roll, if you have a CC wallet I’d relocate all your bitcoin to either an exchange or another hardware wallet company.