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!

My wish for the holiday season is for you all to put your favorite recipes on Zap Cooking, go to your family gatherings with this dish, and if they ask for the recipe, you send them to that zap cooking link. #foodstr

Or any recipe that you will bring over to another person's house. :D

Get in the habit of directing everyone to view stuff on the other side of nostr.

They have fish leather, wow...

Hello, we're currently in the process of implementing a way to sign in to Primal using an nsec bunker. This feature is not available yet, but will be in the foreseeable future. Stay tuned!

Its so cold I saw a politician with his hands in his own pockets 🥶

Bull Run Reflections as bitcoin nears $100k

Once you understand Bitcoin, you feel compelled to help others learn about it.

Rewind to the last bull run in 2020, and I felt guilty for not trying harder to help more people understand the coin. 🧵

Four years later, as we enter this new bull run, I’m far more at ease.

My conscience is clear:

All my friends know me as being into #Bitcoin (the ones who are left, lol).

My local haunts—cafés, surf shops—tease me about being "Mr. Bitcoin" (I always ask to pay in Bitcoin).

The side of my family that talks to me about Bitcoin now saves in Bitcoin.

I’ve spent the last 4 years advocating for Bitcoin:

BBC

Newspapers

YouTube

TikTok

Conferences

Even street corners!

Even my girlfriend’s friends (who I’ve never met) know me as "the Bitcoin guy."

They used to tease her about it on Instagram... now? Not so much.

I know my content has inspired others to:

Start Bitcoin communities

Save in Bitcoin

Win arguments against skeptics

Try new Bitcoin tools

Lighten their mood and remind them Bitcoin is the right path for humanity.

None of this is great for my OpSec, of course.

But that’s part of being a public advocate in a privacy-focused space.

On that note: I don’t own any Bitcoin. Bollocks! I lost it all... time to start stacking again today. 😉

Sadly, and maybe you’ve experienced this too, Bitcoin has strained some friendships.

I don’t know why it grinds people so much, but it does.

I hope those people eventually come around. And when they do, I hope I have the grace to be compassionate and humble.

I choose to advocate for Bitcoin because it’s our best tool to fight authoritarianism and central banking incompetence.

It’s the tool for empowerment.

Whether you’re:

Financially hamstrung in Cuba

Cut off in Senegal

Left behind in remote Peruvian villages

Sidelined in South Africa

Or fed up with the status quo in the UK...

Bitcoin is the answer.

And now, as the mirage of $100k draws closer, I have zero guilt. My conscience is clearer still.

I know I’ve done everything I can to promote Bitcoin.

And it feels good.

But the best part?

I've had so much fun. It's been a bloody trip.

I've seen the world. I've made some amazing, life long friends.

So cheers to you all, my friends.

It's been a joy, a rollercoaster and an honour to get to one hundred together.

Because remember, number go up = Freedom go up.

So here's to the next cycle and to building a bright orange future for the world 🧡 🌍

TL;DR

Every opportunity to advocate for Bitcoin, I’ve taken. Made friends. Feels good.

Electrical insulation tape is the best tool for covering phone cameras. Sticks well, easy to remove, doesnt leave residue, can be reused many times.

Think about what percentage of time of the day you actually use the cameras, and if the cameras need to be able to see for the 99.9% of unused time.