Are numbers real? Strings? Quarks? Electrons? Atoms? Molecules? Cells? Organs? Limbs? People? Families? Clans? Villages? Cities? Countries? Continents? Planets? Solar systems? Galaxies? Superclusters?

Or are all these abstractions just part of some weird power game?

Israelis don’t hide soldiers under their schools

Buried under the rubble of Gazan schools and hospitals.

I know nothing about war technology, but it seems to me that the war in Ukraine has really changed things. Are what we're seeing with the new Iran / Israel conflict a reflection of that? Two countries who don't share a border seem to be able to hit each other pretty hard and the balance of offense vs defense seems to have shifted. Before Israel was able to stop most incoming rockets, but now Iran is able to have enough get through to cause real damage.

People have speculated about swarms of drones for years, we saw that with the Ukrainian attack on the Russian airforce... It feels like maybe military tech is able to be relatively cheap and agile using consumer tech. Interesting times.

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Stocks down, bonds down, and currency strength down simultaneously represents a balance of payments problem.

It’s the type of thing that usually happens to emerging markets.

Anyway, GM.

The fact that bond yields are UP today is the most noteworthy thing, imo.

I do believe we have entered the so called suddenly phase. What’s changed, well believe it or not, it’s not the ETF’s, or the options on top of them. It’s not the red wave, the Strategic Bitcoin Reserve, or the supposed nation state announcement happening at the Bitcoin Mena conference. All of that is insanely bullish and absolutely fuel on the fire. But we’re in the suddenly phase because of MicroStrategy.

If you’ve been following $MSTR as closely as I and others in the MSTR True North community have this won’t be news to you, but I know many of my humble sat stacking pleb, freak, and dirtbag friends don’t realize that the MicroStrategy strategy has evolved and Saylor has pushed the pedal straight through the floorboard. The past 4 years he’s been building a flywheel, and now it’s finally spinning.

If you want a full breakdown I can’t recommend listening to Saylor’s presentation during the most recent earnings call enough, he put all the cards on the table. Laid bare everything (and more) that the MSTR community had pieced together over the past months.

I’ll try and keep it simple, but the 21/21 plan was the starting gun, it was the announcement that there were no longer any training wheels on and that the flywheel was spinning up. Since then the company has issued 7% of the weekly trading volume via ATM offerings each week. The more liquidity the stock is trading + the more the stock goes up = the more $ that 7% has gotten them = the larger their bitcoin purchases have been. Now this has only happened for two weeks so far, but this past week they were the most liquid stock in the entire stock market. We’ll find out likely on Monday or Tuesday if he’s made it 3 in a row. My guess is it’s highly likely and if so we’ll see a ~100,000 bitcoin buy probably announced on Monday morning. 70 billion funded from ATM sales and 30 billion from convertible debt. It could be 200,000 next week and 400,000 the week after that. Higher stock price = more liquidity = more ATM sales = more bitcoin = higher stock price = more liquidity….get it? There are not nearly enough bitcoin available below $100k to keep this up. Things are accelerating extremely rapidly. This supposed sell wall is an ant hill in the face of the kind of buying MSTR is doing.

This is the main gist of the story but if you’d like to dive deeper there’s plenty more to it. Upcoming index inclusions (nitrous in the flywheels engine), convertible debt, other future debt instruments. It all points to an undeniable reality. MicroStrategy is now single handedly forcing the suddenly phase (aka hyperbitcoinization) to begin. Add on all of the other massively bullish catalysts on the horizon and it’s quite clear, DON’T SELL YOUR BITCOIN!

Part of me hopes that we drop to $85k and chop around there for a few months and establish an $85k gang.

Just for meme potential.

This chart is kind of shocking actually. A society completely flipped the mechanism for how it deals with people who are problematic for themselves and others.

What excites you the most in your life?

The only way for the government to try to solve this problem, which only gets exponentially worse as boomers continue to retire, is to print an ungodly amount of money.

You aren’t bullish enough on bitcoin, anon.

One time I went snorkeling in the Red Sea at Sahl Hasheesh, but my phone was accidentally set to selfie mode, which I didn’t realize until later.

And so instead of taking dozens pictures of all the fish I was looking at, I took dozens of pictures of my own dumbass face.

Finally got a 1-star book review by someone who hates bitcoin and tether (and didn’t read the book).

Pretty sure I know that guy on Twitter. One of those obsessed reply guys.

Just got mine also 📖