"Owning bitcoins is one of the few asymmetric bets that people across the entire world can participate in."

The Bullish Case for Bitcoin is now published as a single shareable article:

medium.com/@vijayb_24615/…

Creating net-new gold with alchemy is becoming real. The lab grown diamond industry is growing rapidly.

But you can’t invent anything that will increase Bitcoin supply. There will only ever be 21M.

You can send bitcoin as easily as an email. You can’t do that with gold.

Narratives move the price short term. Long term, it follows adoption by people who need money that crosses borders, escapes oppressive regimes, and can’t be printed.

[@real_vijay on The Last Trade]

"Bitcoin is a once in a lifetime discovery"

- @real_vijay explains why 👇

How money is born:

1. Collectible
2. Store of Value (✅ Bitcoin is here)
3. Medium of Exchange
4. Unit of Account

@real_vijay explains👇

The first COVID stimulus check was $1,200.

At the time, that bought ~0.18 BTC.

The proposed check is $5,000.

Today, that buys only ~0.06 BTC.

More than 4x the dollars per check, yet roughly 1/3 as much Bitcoin.

You are running out of time.

For 45 years interest rates steadily declined as global bond markets believed in twin pillars of late 20th century capitalism:

1. Central banks have inflation under control

2. Moore's law and the attendant productivity boom will last forever

Nation states took advantage of this conceit by ballooning their national debts with very little to show for it beyond ineffective welfare programs and completely needless wars.

Now the time of reckoning has come. Even at rock bottom interest rates interest on the US debt (as an example) is already a meaningful chunk of the US budget (equivalent to all defense spending). As interest rates rise and more debt needs to be rolled, along with brand new issuance, the cost of borrowing is going to skyrocket for nations. This then flows on to all other debt markets such as the housing market which further suffocates national economies.

Right now governments are trying to shuffle the deck and pretend a major bond crisis isn't on their shores, but this can only last so long. Exacerbating all of this is the global political climate shifting dangerously toward more socialistic policies across the West.

The only potential savior to this looming crisis is an enormous and imminent productivity boom from AI. This cannot be ruled out, but even if productivity is improving rapidly in bits (such as coding) it will flow into physical industries much more slowly. It is unlikely to save us from the bond crisis to come.

Whatever happens, we're likely in for a period of massive currency uncertainty and volatility.

Exactly what Bitcoin was made for.

.@PeterSchiff has 😂

The most important virtue during a Bitcoin bear market? Fortitude.

The most important virtue during a Bitcoin bull market? Patience.

$81,000 BTC is cool, but $810,000 BTC will be cooler.

You gotta hand it to Saylor. When the market forces deleveraging on a company it is very often fatal. Strategy handled the deleveraging and is now well capitalized enough to benefit from the next bull market.

Me listening to a couple of cryptocurrency people talk about Bitcoin

Read the tea leaves, they're screaming the message the Fed and Treasury aren't willing to admit openly. The only way they see to get out of the structural deficit is to run the economy hot and hope to grow out of the problem through AI productivity increases.

To be fair this *might* work, but there are huge risks if the productivity increases do not materialize fast enough. Meanwhile the Fed chair is walking a tight rope of talking tough but in reality pursuing a policy of accomodation.

No asset became more oversold in the last year than Bitcoin, and no asset is better positioned for the unprecedented structural deficit the US is running and is politically incapable of correcting.

The opportunity cost of owning Bitcoin since 2021 has been high because the AI trade sucked capital out of every asset and financial sector. But it's just as conceivable that the opportunity cost of not owning Bitcoin is just as high for the next five years as the AI trade became overheated and capital rotates back.

⚡ SPEAKER ANNOUNCEMENT

Founder & Executive Chairman of Strategy, Michael Saylor!

Few people have had a greater impact on Bitcoin’s global visibility than Michael Saylor. His conviction and advocacy have helped bring Bitcoin into conversations at the highest levels of business and be joining us for The Sovereign Summit’s inaugural event in Miami Beach, February 4–7, 2027.

🎟️ thesovereignsummit.com

Mr Gorbachev tear down this wall.

It's wall again!

The wall is down!

It's wall again!

If you really want your mind blown, measure the inches of flat screen tv you could purchase per Bitcoin starting in 2009.