Feels like the former but doesn’t hurt the latter so still good from standpoint of bringing institutional awareness to #bitcoin? I’m not an expert in bond ETFs though full disclosure
The lack of adoption of the ETH ETF is perhaps even more satisfying and validating than the rapid acceptance and flows into the #bitcoin ETF
X lost its alpha, #nostr has high quality signal. Easy choice
The shift towards verified followers and 5m engagements compromised idea generation with attention seeking content. That’s why I choose #nostr only
Individuals validating transactions on decentralized nodes is the backbone of #bitcoin
Weaponizing treasuries will go down as one of the biggest mistakes ever made but sovereign transition to #bitcoin and emphasis on hard money for both of store of value and medium of exchange is accelerating
17/20…still a ways to go!
Listened this morning - great data and insights as always. Crazy how fast IBIT eclipsed BlackRock’s gold ETF in a fraction of time
Exciting to see #KULR adopt a #bitcoin treasury strategy for their balance sheet. On brand to start with a $21m allocation and great to see stock price react so favorably. The nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m playbook getting deployed at smaller public companies tapping into capital markets to secure BTC will be a trend to watch in 2025. Strengthening balance sheets over just focusing on income statements is a huge shift
Great message… and I concur with nostr:npub14am887cf6kvwkce89nt7dsw3v9qrrn0uppxyvr6a2jd7xdwuwccqwnudp2. 🤝
Take back your health.
nostr:note15szlkdj7plpykp6mw5gkm62vaft9tug280ldey5gwkqenv4y059qvqdunj
70-80% of health outcomes linked to our nutrition. Stop eating fiat foods and eat clean
It took me years to stop thinking in fiat terms but very liberating when just thinking in sats. All about long time horizons
Interesting to also see derivative flows with Tether investing in Rumble and Cantor taking ownership in Tether
2025 catalysts for #bitcoin:
1) Supportive regulatory landscape with Trump, Bessent and Atkins as well as pro elected congress
2) Sovereign game theory if US moves ahead with strategic reserve. Governments own 2% of total supply today and will be incentivized to stack by printing their own currency
3) Fed easing with more rate cuts supportive for assets with weaker dollar
4) Increasing global liquidity especially from China and Europe as they stimulate for growth turnaround
5) Ongoing fiscal dominance and deficits mean more debt and premium on hard money with fixed supply
6) Previous cycles show year 3 has large gains in 2017 (20k) and 2021 (69k)
7) ETFs continue vociferous demand while halving last year further restricts supply
8) Return of retail with 100k milestone and word of mouth FOMO
9) Institutional acceptance with Fink, Dalio, Druckenmiller, Paul Tudor Jones, two state pension funds and RIA on-ramp
10) MSTR isn’t slowing down and more small caps will follow like Semler Scientific and Microplanet (best performer in Japan) nostr:npub1pyp9fqq60689ppds9ec3vghsm7s6s4grfya0y342g2hs3a0y6t0segc0qq
That’s what I’m excited about in 2025. Going to be fun to follow and all credit goes to nostr:npub1s5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqrs6q7z nostr:npub16le69k9hwapnjfhz89wnzkvf96z8n6r34qqwgq0sglas3tgh7v4sp9ffxj nostr:npub14mcddvsjsflnhgw7vxykz0ndfqj0rq04v7cjq5nnc95ftld0pv3shcfrlx nostr:npub1ahxjq4v0zlvexf7cg8j9stumqp3nrtzqzzqxa7szpmcdgqrcumdq0h5ech nostr:npub1cj8znuztfqkvq89pl8hceph0svvvqk0qay6nydgk9uyq7fhpfsgsqwrz4u for their podcasts where these catalysts are regularly discussed
Anything else you are considering? Please share so we all learn and participate!
nostr:npub1qny3tkh0acurzla8x3zy4nhrjz5zd8l9sy9jys09umwng00manysew95gx nostr:npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l nostr:npub1s9z7pwy96thwt7zvmrlpfnddstezxxphx9rx3m0660sgkwld9eescjnszc nostr:npub1rtlqca8r6auyaw5n5h3l5422dm4sry5dzfee4696fqe8s6qgudks7djtfs nostr:npub1a2cww4kn9wqte4ry70vyfwqyqvpswksna27rtxd8vty6c74era8sdcw83a
We all get #bitcoin at the price we deserve but it is still early in adoption curve so everyone has ability to get off 0 today
GM! #bitcoin is our tool, freedom is our goal
GM and buy the dip
No stopping this train also applies to the network effects at nostr:npub12vkcxr0luzwp8e673v29eqjhrr7p9vqq8asav85swaepclllj09sylpugg