Replying to Avatar Soak Quest

The original purpose of Bitcoin was simple: peer-to-peer transactions and separation of money from the state. Sixteen years in, the Bitcoiners who believed in that purpose the most either joined early or stacked hard under that narrative.

These are now the biggest capital allocators in the ecosystem—and they remain committed to a Bitcoin-only future. Their top priority isn’t tokenization or bridging to legacy systems. It’s growing peer-to-peer infrastructure, the medium of exchange use case, and keeping Bitcoin on Bitcoin rails.

You can see this clearly on platforms like NOSTR, where the most evangelical Bitcoin users are building and coordinating. Jack's top post yesterday? P2P growth. Not stablecoins. Not tokenization.

Trying to push Bitcoin Maxis outside a Bitcoin-only ecosystem misses the point entirely. They joined because they wanted to get off traditional rails. They already spend with Bitcoin-only companies. They already get loans in USD or Tether from Strike, LEDN, or Unchained. They even built their own open-source comms infrastructure.

Stablecoins are fine. Banks will adopt them. And yes, Washington's Bitcoin bills are increasingly tied to stablecoin growth. But let’s be honest: Bitcoiners don’t need them. They’ve opted out—and trying to market those products to them is like selling pork at a vegan festival.

If you're working on tokenization or stablecoin products, more power to you—but pitch them to a different customer base. Because Bitcoiners, the people sitting on the most capital, are building their own future—and it’s Bitcoin-only by design.

These StableCoin products are being built for the legacy world.

It's kind of ironic to think that they are the future when Bitcoiners, the future capital allocators have no need for them.

Different target audience...a weaker one

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Makes sense to me.

The fragile system needs stablecoins in the short term.

Most people can’t handle volatility and the world is still denominated in USD.

Withdrawal symptoms from a rapid USD detox are actually dangerous. That’s a world where bullets are the most important currency, not Bitcoin.

States have the most bullets unfortunately. So IMHO the slow Trojan horse transfer to new rails is best.

Appreciate the work you’re doing to move this along.

That's probably true, but erring too slow means capture by the state. It's a fine balance

Totally. We push. They push back. The pace will be appropriate but we can’t stop pushing.

I mean it's just gonna be what it's gonna be. No controlling for the big events that move things quickly in either direction