2025 has been rough.
nostr:note1m7jtxyyhhaz0kh3rrynvfel8g5dg904p9vcjrmmhklcwralxydnqxv28vx
Drip
âI worked the last 10 years,
Iâm a multimillionaire,
Iâm 30 years old,
Itâs supposed to all be good.
It is not FâING all good.â
Nice! I just started getting back into building web apps just for fun and trying Codex by OpenAI. Itâs been pretty good so far, was wondering about Claude Code but to get Opus itâs pretty pricey. I think regular sub only gets you Sonnet 4?
Honestly, Iâve lost faith in management of most of these. They are either inexperienced, in it for the opportunity (not really BTC focused or maxi), or both.
It wonât end well, think they will slip up and lose keys, negotiate a terrible deal, get in trouble and start cooking the books, etc.
Even Saylor is doing this in real-time and adjusting.
Best thing is be mostly in BTC. These just add some entertainment and leverage. Few BTCTCs will outperform BTC long-term, assuming management can execute. The others likely to be acquired maybe by MSTR or Metaplanet.
Tell me about it haha!
I think you nailed it. To me what makes sense is main allocation to MSTR. If someone just held that as their BTCTC portfolio allocation I think long-term itâs fine.
If you want additional exposure you could add Metaplanet, after that itâs difficult. Smarter Web and Capital B could be a smaller third position.
TwentyOne I think will compete because of nostr:npub1cn4t4cd78nm900qc2hhqte5aa8c9njm6qkfzw95tszufwcwtcnsq7g3vle. Hard to know where to put them now though.
Other than these really hard to know. Management and experience is key with these.
The dark horses are SQNS, ASST, NAKA, and DDC. The rest are lottery tickets.
Did I miss one? Iâm losing track.
Great to go back and listen to some of the original Bitcoin podcasts.
Hereâs Andreas Antonopoulosâ first appearance on the Joe Rogan podcast 11 years ago.
Very much worth watching.
In your quest for wealth, you often overlook what truly has value.
Any Bitcoiners out there need lighting or lighting advice/consultation?
Would be great to meet other Bitcoin folks and help them with their residential or commercial lighting!
A/V integration, fixture specification, lighting layouts, quotations/bids, etc.
#plebchain #BitcoinJobs
I still think itâs human nature to out off your own good until something bad happens.
Even then, people will shortly return to their old habits.
I call it the Hurricane effect. After a natural disaster, like a hurricane, everyone walks out to assess damage , see who still has power, etc.
Neighbors you barely talk to a house or two down come out and you start talking, a group forms, everyone engages and has hours of conversations. This could be days or weeks in some cases. Everyone says âwe should do this more oftenâ.
But shortly after the power returns, people crawl back into their homes and life continues as it always has.
I think this applies to everything. Money, social media platforms, etc.
It requires a lifestyle change â a rewiring.
I hope youâre right though! Hopefully getting rid of fiat fixes it once and for all. Even if it takes a generation or two.
Woke up today thinking â again â how a lot of people are chameleons.
Morphing to please other people. People they barely even know.
No opinion or thoughts of their own.
Everything they think changes based on their environment, who they are talking to, or what group of people they are with today.
Theyâll even turn their back on a friend and join a group making fun of them.
Donât be one of these people. If you recognize this in yourself, work hard to understand why and work to fix it every day.
Having character and standing up for what you believe in is undervalued.
#gm
Bitcoin treasury companies (BTCTCs) are deploying their capital to buy bitcoin in one of two ways.
Lump sum or DCA.
I would argue itâs better for a BTCTC to buy lump sum at their size (like Strategy $MSTR or Metaplanet $MTPLF).
Some other companies like Smarter Web $SWC $TSWCF prefer to DCA over the short-term, hoping to get a lower average price.
DCA works with smaller sums but eventually Bitcoin will run and shareholders will be affected by eventually buying at a higher price.
Picking up pennies in front of a steamroller.
Thoughts? Any interest in Bitcoin treasuries here on nostr? nostr:npub1rtlqca8r6auyaw5n5h3l5422dm4sry5dzfee4696fqe8s6qgudks7djtfs
GM!
Enjoy your Saturday.
Here I just brewed an espresso on the Moka pot.
Sip sip.
#coffeechain #plebchain #grownostr #gm
Bitcoin Treasury Companies: Trojan Horse
https://blossom.primal.net/5ada6bf71200ac02327ab19f871c4da1322c1c336f58ffff2913b0711309d3f1.mov
This is really well done. Great work!
I can start posting more about it! Is there a âCommunitiesâ feature here on Nostr like on Twitter/X?
I assume you had the opportunity to invest in the PIPE?
If so, I get it.
Iâm still not exactly sure what $NAKA does, I think itâs be a BTC treasury + actively buyout smaller companies and make them btc treasuries as well or just use their cash flow to fund NAKAâs BTC treasury holdings (like a Berkshire Hathaway)?