What politicians will be the first to raise money and save using bitcoin? Having the kitty full and compounding at exponential rates will usher in the most flush politicians that have ever run for office.
Whether this is a good thing or not is irrelevant, bitcoin is for enemies.
Bitcoin replaces the dollar because it is a far superior investment vehicle compared to the 10-year treasury. Unless bonds are repriced to 20%+ yields, bitcoin wins and replaces the dollar.
Why don’t podcasters post links to their podcasts over here? I would zap episodes I find particularly interesting and informative.
What do people want out of their online time?
(1) to feel heard
(2) to contribute their part to something that matters
(3) to be entertained (and / or distracted)
(4) to collect knowledge / wealth / available time
(5) to establish and engage and add value to a community
(6) to be true to themselves while accomplishing 1-5
(7) to not be or feel threatened or ostracized
Missing anything else obvious? Just brainstorming here.
I’m a huge believer in Bitcoin. And I respect the theory behind MSTR’s strategy: accumulate, HODL, and increase leverage against the hardest asset known to man.
However, I’m still skeptical of MicroStrategy’s structure until they offer transparent, verifiable proof of reserves.
The new STRK & STRF share class dividend mechanics are clever. They’re clearly signaling loyalty to long-term Bitcoin holders and creating a new kind of financial product to allow bitcoiners a priority claim within their capital stack…a priority claim that offers a yield.
In theory, this is financial innovation capturing an intellectual asymmetry, exploiting an arbitrage in free market efficiency. But without public, cryptographically provable bitcoin reserves, MSTR is positioned more as a black box, just a black box we want to believe in.
Bitcoin is trustless. Public companies are not. Show us the keys.
Or at least put it in River and earn 3.8% paid in bitcoin, daily.
Really? That’s what you got from the post? That a position on transhumanism and the singularity is directly comparable to treating terminal illnesses that shorten lifespans from human norms? (smh)
Also, an observation, the overall bitcoin culture feels a lot darker and angrier than it did during the last bull run. Last one was carefree … feels like we’re collectively fighting a main boss this cycle. And the toll of the fight is coming through in our collective messaging (as well as the lack of content from some of the most credible voices from last cycle.)
We just don’t seem to be having fun this cycle. The memes and video compilations and overall social overlay lack the fun factor.
Make bull runs fun again. #bitcoin
I just do not think that these technologies nor ideas are healthy for society. Death is a part of life. We should embrace the inevitability of our eventual physical demise. And build our life to make our legacies immortal.
Totally agree…both the Bessent and Lutnick interviews are great. Their reads on interest rates, geopolitical risk, and capital flows are as informed as it gets within the fiat system. Lutnick especially is a great storyteller.
It also stands out how consistently these conversations orbit the real issue without naming it: the structural failure of fiat.
There’s a point in both interviews where the logic starts to unravel. Not because they aren’t smart but because the foundational assumptions (central bank credibility, bond market resilience, etc.) no longer hold in a world where Bitcoin exists. They’re still searching for answers within a system that, to many of us, has already lost the plot.
Bitcoin changes the frame entirely. It’s not an inflation hedge. It’s not a risk asset. It’s the exit. Very bullish that Lutnick understands this and has huge skin in the game. Really hopeful that Bessent does, too.
And the fact that some of the most seasoned and powerful macro thinkers in the world still can’t quite (or aren’t allowed to) say that out loud… well, that tells me we’re still early and have a lot of upside ahead of us.
Boomers sold out their kids and grandkids for 3% yield and a lakehouse. Now we’re left with debt, distrust, and dying institutions.
Full of advice, short on introspection. No wonder they can’t grasp Bitcoin.
Plants are optional while protein and animal fats are essential.
Committing to the carnivore diet makes it obvious.
Every line here reads like a checklist for why Bitcoin exists.
CBDCs aren’t innovation—they’re central planning with a GUI.
Want out? Own the money that can’t be reprogrammed overnight. Bitcoin.
One of the most fascinating dynamics to watch over the next decade will be the interplay between Bitcoin and government-issued bonds.
From a purely logical standpoint, these two instruments are fundamentally incompatible under current market dynamics—especially for maturities of five years or longer.
For treasury bonds with 5+ year durations to remain competitive with Bitcoin, they’d need to offer yields north of 20%. That’s not a forecast—it’s math.
The idea of Bitcoin-backed bonds doesn’t resolve this either. If an investor believes in Bitcoin’s trajectory over a 5+ year horizon, the rational choice is to hold the asset directly—not lend it out or buy structured products that are mathematically guaranteed to underperform.
In other words, the “risk mitigation” case for Bitcoin-backed bonds collapses when the alternative is simply owning Bitcoin.
So what happens next? Either market participants will need to be emotionally persuaded—manipulated, even—or governments and institutions will need to reframe the entire narrative around sovereign debt and monetary alternatives.
How (or if) that messaging is managed over the coming years will be one of the great financial psychodramas of our time.
nostr:nprofile1qqsqfjg4mth7uwp307nng3z2em3ep2pxnljczzezg8j7dhf58ha7ejgprpmhxue69uhhqun9d45h2mfwwpexjmtpdshxuet5qyt8wumn8ghj7un9d3shjtnswf5k6ctv9ehx2aqnz0fd0 re: your comment on Klarna being 0% … based on my experience, at least for vehicles, if you get zero percent financing the overall cost of the vehicle is more than if you’re paying cash upfront. They build the cost of financing into the price of the underlying asset sale.