Whales move, and the herd follows. I find Bitcoin whale activity interesting, but it’s clear that many of their moves, especially large sell offs, are designed to manipulate the market. I choose not to play that game. I don’t have the capital to move markets, and reacting to those who do rarely works out well. Still, people fall for it all the time.
I don’t follow others; I follow my own plan. That plan is simple: take profits into Bitcoin through any productive and sustainable means available. I don’t try to time the market; I focus on time in the market.
So far, that approach has brought more than just financial growth…it’s been a personal transformation. And that growth seems to be compounding, regardless of Bitcoin’s short term price.
An empty Bitcoin mempool at high prices is uncommon but not unprecedented. It usually signals low onchain activity due to market consolidation, improved scaling, or increased offchain usage. It’s not inherently good or bad, but in this case, I see it as bullish: Bitcoin is near all time highs, transactions are cheap, and confirmations are fast.
A major driver is institutional adoption and the rise of Bitcoin ETFs, which have absorbed demand offchain. This keeps the network uncongested and integrates Bitcoin into traditional finance.
However, this scaling comes with tradeoffs. ETFs reduce the emphasis on self custody, increase centralization risks, and drift from Bitcoin’s decentralized ethos. While they’ve broadened exposure, they haven’t fully unlocked institutional capital, and retail holders still play a key role in supply distribution.
The challenge now is balance. Exposure is scaling rapidly, but true ownership, especially self custody, is lagging. Growth potential remains on both fronts: more institutional and global adoption, and better tools, education, and Layer 2 solutions to empower individual holders.
Bitcoin’s future depends on managing this tradeoff: scaling access while preserving its core principles of decentralization and self sovereignty
Companies operating on some form of a Bitcoin standard seem to be growing in number faster than I can keep track of, and there’s no sign of that slowing down. It’s likely this trend continues until the number becomes too large to count.
Investing in a company that holds Bitcoin is essentially a dual bet: on Bitcoin itself and on the company’s ability to execute its strategy well. This approach can offer diversification, leverage, and access through traditional markets, but it also comes with added risks, fees, and less control.
Buying Bitcoin directly is simpler, cheaper, and gives you full ownership, but it lacks the potential upside that a well managed Bitcoin focused company could deliver, and you’re fully responsible for your own custody and security.
Strategy is likely the strongest option for corporate Bitcoin exposure. It has the largest holdings, strong market liquidity, and a consistent, high conviction strategy, making it a good fit for someone already committed to a Bitcoin heavy approach.
Other companies with smaller Bitcoin positions can be less efficient or riskier ways to gain exposure. They may still offer value if you’re looking for diversification, a bargain, or a bet on a unique business model or region, but in many cases, these firms are simply imitating the strategy without the same level of conviction or execution, making them less compelling; unless you’re chasing early momentum or non Bitcoin growth potential.
Some advocate for increasing or removing the OP_RETURN size limit to support current data storage use cases, Layer 2 solutions, and reduce dependence on less efficient methods like Taproot outputs. They argue it’s a practical response to growing demand and aligns with Bitcoin’s design, since OP_RETURN data is prunable and doesn’t add to the UTXO set.
Others worry about blockchain bloat, potential security concerns, and a drift away from Bitcoin’s core use as a monetary ledger. The debate is ongoing, with no consensus yet among Bitcoin developers.
It’s a bit of a catch 22: nobody wants more spam or mission creep, but people are already using Bitcoin for other purposes. Ignoring that use either leads to UTXO bloat or forces developers to find more prunable alternatives; each with trade-offs and unknown consequences.
Bitcoin can run efficiently on multiple clients as long as they follow the same consensus rules and are well maintained. This supports decentralization and resilience. However, the risk of forks increases when clients diverge or aren’t well tested. Historical forks like Bitcoin Cash were mainly ideological, but poor coordination between clients can make technical disagreements worse. Bitcoin’s slow upgrade cycle and the dominance of Bitcoin Core reduce these risks, but they also limit diversity.
To me, Bitcoin has always been about coordination over conflict. It encourages building rather than destroying. The debate between Knots and Core isn’t a threat…it’s innovation. Both sides have valid points. Bitcoin has always improved through trial and error. If either side spots and fixes a problem, Bitcoin benefits in the long run.
Strategy alone is acquiring Bitcoin at a rate that exceeds the pace of new issuance, effectively offsetting supply inflation and then some.
Plenty of companies are now attempting similar strategies, some claiming theirs is superior. Regardless of those claims, if even a few come close to MicroStrategy’s level of success, it not only validates their approach it creates a dramatic supply demand imbalance that can only be resolved through upward price action.
The success of other firms doesn’t undermine MicroStrategy; it reinforces the thesis. With over 555,000 BTC, their position isn’t just a statement…it’s a roar. In the end, capital deployed speaks louder than potential plans. Proof of work beats proof of intent.
The only way to surpass Strategy is to outstack or outhodl them, but anyone who tries only drives demand higher benefiting Strategy in the process.
The name of the game is bitcoin accumulation, so the same logic applies to any individual or institution holding Bitcoin.
So thankful for this woman right here, and for all the conspiracy theorist moms out there, who have raised or are raising unapologetically toxic Bitcoin maximalists.
She made me a Bitcoiner before Bitcoin even existed. Finding Bitcoin felt like finding a missing piece of who I’ve always been.
And guess what she wanted for Mother’s Day? Gear to start her own conspiracy podcast. Needless to say…I’m hyped.
(Excuse the hair I’m like a smooth brains mad skintest👨🏻🔬)
Whenever I get the chance to stack sats, I take it.
I’m not concerned with how it makes others feel; my conviction in #Bitcoin is unwavering. Their reactions say more about them than they ever could about #Bitcoin.
I’ll be there for the next step, not out of need, but because I choose to be.
#Bitcoin is truth: unstoppable, irreversible, and inevitable.
THIS HAS GONE TO FAR SOMEONE PUT AN END TO MY OP THE RETURNS
^ha im like ideal bu smoov briana
^TELL MORTY
nevent1qqs9x0hgeg4uu0s5qm0h9fwsw44rpx7yfkckruaak40xkyq3egp5c6cpzemhxue69uhky6t5vdhkjmn9wgh8xmmrd9skcs74pn8
There was supposed to be an exaggerated amount of returns, but I get this? Treason.
My grandfather found a 7 leaf clover…you know what that means:
7 FIGURE #BITCOIN
https://blossom.primal.net/9dd93a7d6f1e3061175d51dbb7d3c1fe2cff8a5d4760ae0977a8060eee86613f.mp4
Maybe you didn’t stack as many sats as you wanted during the recent dip, but if your stack is growing, you’re on the right track.
I don’t care how legitimized crypto gets; nothing else comes close to challenging Bitcoin’s superiority.
Onwards and upwards my friends.
The bigger exchanges get the less I trust them with my sats. The more they follow the path of banks the less funny I find it.
I don’t think they are evil I just think it’s more important for my sats to be in my own hands, maybe it ought to be considered rude to leave sats with exchanges, personally I’d hate to have the temptation of that many bitcoin. It’d talk to me like the green goblin mask.
As the price goes up the temptation only increases, demand isn’t stopping, and I will let you do your own math on supply.
100% fake!!! Can’t be understated.
If you still think we’re in a fractional reserve banking system, you’ve been misled. Since March 26, 2020, we’ve operated under an optional reserve system. That means banks aren’t required to hold any reserves, zero, and it’s perfectly legal.
Fractional reserve banking was reckless. Optional reserves are outright insane. There’s no individual metaphor for it because no sane person lives like this. If you thought the old system was fragile, this one is a house of cards in a hurricane.
This doesn’t lead to a stronger dollar. It leads to decay. Strength requires discipline. Bitcoin is the most disciplined asset on Earth and that’s why it keeps getting stronger.
Ask yourself: what do the cycles depend on more: Bitcoin’s certainty or the dollar’s instability?
And what happens if fiat fails while you’re holding fiat wrapped Bitcoin? Maybe it never happens. But if it does, and most of your “Bitcoin” is just an IOU, you’ve failed the one test that matters.
Cold storage is self sovereignty. Everything else is a gamble.
New Hampshire is the first state to pass vaguely bullish legislation allowing the state to invest 5% of its budget in cryptocurrencies with a market cap over $500 billion and precious metals. All I see as a step forward is bitcoin stacked.
While other states will no longer have first mover advantage; they could regain the advantage by adopting stronger, bitcoin first policies.
Everything bleeds against bitcoin, unless it’s working with Bitcoin’s wind in its sails. States and nations are bound to learn this like the rest of us did.
Upgrade your money, upgrade your life. Converting fiat to Bitcoin has brought me peace. The stress and constant worry disappeared, replaced by clarity and the freedom to pursue what matters; not just chasing dollars.
Isn’t that what we really need? More people chasing purpose, fewer climbing broken ladders.
Forward thinking companies are realizing that a Bitcoin standard doesn’t just preserve value, it unlocks potential.
While the shift feels sudden, it’s been building quietly for years. Still, I can’t shake the sense that the real face melting has yet to come.
Whatever comes, I know one thing: my sats are mine. That’s all that matters.
(Photo posted fine with cellular data today…obviously signaling that nostr is winning)
It’s half bitcoin going to infinity dollars and half dollars going to zero bitcoin.
This isn’t speculation it’s functionality.
(Having trouble uploading pictures to nostr with cellular data, fiber optic was accidentally clipped by landscaping so no wifi for this guy until Thursday :0…maybe imagine something cool here lol 🧡💜)
Take your Bitcoin off exchanges…before someone else does.
Self custody not only strengthens price through reduced supply, it becomes more critical as demand rises.
I love Bitcoin in any weather, but something tells me the skies are about to clear.
More like Horace Nebbercracker. ETH is the monster house.
I’ve always wondered if I’ll live to see the day when I can no longer stack sats with fiat…that will be a day of mixed emotions for me; turning fiat to sats seems like a cheat code.
Is it untrue women are playing a growing role in finance? Is it widely discussed in bitcoin circles?
I don’t live in normieland, can’t tell you how they treat it. I’m not talking in general. I’m talking about as a bitcoiner I’m surprised I was unaware of this.
Go you if it’s not surprising to you, just saying incel tones are no better than woke ones, and not reporting facts because they seem woke is just as misinformed as posting wokeness as fact.
“Nobody talks about this” is a literal observation from my experience.
In fact not much has been discussed on the demographic changes of Bitcoin this cycle besides there being more suits.
If challenging assumptions means woke then it’s lost all meaning.
It challenged my assumptions, I thought that was interesting, and I shared, sorry if it triggered you or felt too woke.
When I was gathering the information I too got ideologically defensive and thought it was woke bs, but I verified and felt misogynistic for thinking it couldn’t be true.
I’m not misogynistic the information was under reported so I was never aware, all the information I was given prior made me think the figure was closer to 10% than 33%+.
Nobody talks about this *enough for me to have been made aware earlier* and I wouldn’t have been made aware if yesterday wasn’t international women’s day. 😂🧡
Acknowledging financial data through a gendered lens doesn’t make it woke.
I’m not pushing an ideology, I’m highlighting a trend, one that I had previously overlooked.
I’m sorry if the truth makes you uncomfortable, idk what you want me to do about it
Research the difference between virtue signaling and pattern recognition. I don’t think it’s woke, it’s verifiable, no?