Yes, but also LN is not real bitcoin
Cool to see tho
nostr:note14harh085rk96emfz2kewmtmh5fqvj9g0gnllzvaawcqxy3amq39shj7efv
https://x.com/PunterJeff/status/1923244054965281029
Asia is getting their btc exposure
We have been living in mandibles for a while. People without bitcoin or proximity to the money printer anyway
I listened to the tftc with jack today. Classic jack, but it was good
The joo in him canât get over the hard cap and decentralized nature
I cracked up when he called Huberman a dope đ
PSA:
If you are heavily invested in US assets... including stocks, bonds and/or real estate... then you should probably take a listen to this recent interview with nostr:nprofile1qyx8wumn8ghj7cnjvghxjmcpz4mhxue69uhk2er9dchxummnw3ezumrpdejqqgq73kpcjhhrptf9gnd9qksu3k2nxr09tusez8ltmk8z9x4h6wdavuwmfgqg
The major secular trend has already started... and few are ready for the necessary shift away from over-financialized US assets and to hard assets (like bitcoin and gold) and international equites.
Give it a watch/listen and let me know your thoughts below!
Hedging with MetaPlanet
3350.T
Iykyk
https://youtu.be/YP5lD9Foc3g?si=wsEkUTwwtPakSHW8
STRK is the Trojan horse we have been waiting for
I know, they just canât grok it lol
The teeth comment tells you everything you need to know
Itâs so funny watching their faces as they have to admit they were wrong while still telling you itâs risky and it canât keep going on lol
https://x.com/MasonFoard/status/1922688025965822103
The bewilderment was palpable
Bitcoin, MSTR, and MSTY: A Real Estate Analogy for the Digital Age
Picture cyberspace as a vast digital landscape. In this world, Bitcoin is like prime land. Itâs scarce (only 21 million coins), secure, and valuableâthink of it as owning a plot with an unbreakable deed thanks to the blockchain. Thereâs no trust needed in a company or middleman; the landâs value stands on its own, free from corporate risk.
Now, imagine building on that land. Thatâs MSTR (Strategy)âa building constructed on Bitcoinâs foundation. MicroStrategy has piled up Bitcoin, so owning MSTR stock is like owning a share in a high-rise on this digital plot. This isnât just raw land anymoreâitâs got AC, a pool, and modern amenities, adding value beyond the bare asset. The upside? Potential for bigger returns than just holding the land. The catch? Youâre trusting the âarchitects and engineersâ (MSTRâs management) to have built it right and the âmaintenance crewâ (their strategy) to keep it solid. If they mess up, the building could falter, even if the land beneath stays valuable.
Take it a step further with MSTY. Think of MSTY as hiring a property manager for a unit in the MSTR building. For a small fee (the expense ratio), they handle renting it out or use strategies like selling covered calls to generate income. You get the perk of monthly cash flow without lifting a finger. But thereâs risk: youâre relying on the manager to do their job well. A bad callâlike over-renting or mishandling those covered callsâcould limit your gains or cost you, just like a sloppy property manager might tank your unitâs value.
Benefits and Risks
⢠Bitcoin (The Land)
⌠Benefits: No company riskâjust pure, trustless ownership. Itâs decentralized and secure, like land with a rock-solid title.
⌠Risks: Price swings, regulatory shifts, or rare tech hiccups (though Bitcoinâs blockchain is battle-tested).
⢠MSTR (The Building) đ˘
⌠Benefits: More value than plain landâthink higher returns from a tricked-out property. MSTRâs Bitcoin stash plus business moves can amplify gains.
⌠Risks: Youâre betting on management. If they misstep, the buildingâs value could drop, even if the Bitcoin land holds strong.
⢠MSTY (The Managed Unit) đ
⌠Benefits: Convenience and steady incomeâlike rent checks without the hassle. The property manager (fund) does the work for you.
⌠Risks: Extra trust in the managers. Their strategies (e.g., covered calls) might cap your upside or backfire, adding a layer of risk for that fee.
The Big Picture
Bitcoin is the bedrockâno frills, no trust issues. MSTR builds on it, offering more value but with corporate strings attached. MSTY manages a piece of that building, giving you income and ease, but at the cost of another layer of reliance.
⢠Want pure control? Stick to Bitcoin.
⢠Crave bigger potential with some risk? Try MSTR.
⢠Prefer passive income and donât mind extra trust? MSTYâs your pick.
In cyberspace, Bitcoin is the land that never fades. MSTR and MSTY are examples of the potential that can be captured by building on Bitcoin.
I can buy a house, but the opportunity cost in bitcoin terms is too great at the moment. As soon as âowningâ is comparable or cheaper than renting then I will be looking to buy. At this point in my life I prioritize achieving financial freedom over owning a home.
Owning a home should not come at the expense of your financial freedom imo
A house is a consumable good that provides utility
The same way owning a car should not come at the expense of building wealth, owning a home should not either
Freedom in this context is owning your time. Owning a shelter without owning your time is a worse trade off for many people than owning your time but not your shelter.
Yep, itâs a utility like a car
Gen Xers also love their âhome equityâ
To each their own. Value is subjective after all
Ok, perpetual lease with added perks
It makes sense at the right time and when you have a certain amount of wealth. Itâs a hard sell if youâre young and building wealth given current environment where we have high rates and bitcoin as the opportunity cost
No offense, but you sound like a boomer.
People value things differently. With current interest rates, renting is indisputably a better financial decision, but I grant there are other reasons to own a home and for some people they outweigh the financial downsides.
Because itâs cheaper to rent. And the delta investment in bitcoin or MSTR will outpace the equity in the home
Are you listening to yourself?
They can in fact take it away without due process with eminent domain and civil asset forfeiture, but thatâs relatively tare.
âOwningâ a home is really a perpetual lease.
If you have to keep paying yo keep it itâs not really yours. You own your shoes, your car, your bitcoin, but you donât really own your property in the US.
It comes down to priorities. I prioritize financial freedom over being able to say I own a home.
The opportunity cost of renting vs buying if youâre not already wealthy is not worth the stability gained imo. And we are not even getting into repairs and maintenance costs. Replacing an AC can cost you over $30k. We are not talking well built brick homes here either.
And you have floods, tornadoes, fires, etc. to worry about too.
Facts
I hot you
It makes it more costly to operate a node, which hurts decentralization over time
Everyone wants to turn around their country like ES did, but no one wants to do what it takes
Not at all. The entire concept of government is illogical and evil. No man has a right to your money or labor.
https://video.nostr.build/4ea168f6cf963bed49cfad736cb12960fb890f66f2cbde2c0f3a7e9117455b1b.mp4
Governments existed before fiat money and involuntary taxes. This is why no one takes libertarians seriously and why they are political losers
The initial conversation was about nations. I said bad governance is not an argument against nations. Donât twist my words to try to make it seem like Iâm defending bad governance. You claim that all governance is inherently evil, so I brought up examples that refute that.
Totally, everyone knows the millions of college graduates applying for visas and citizenship are really after food stamps.
Yes, people that refuse to be politically active and are dissatisfied with their nation should consider leaving. Thereâs nothing weak about that argument if you donât conflate nations with governments.
No, probably unlike you, I know politics matters, so I will seek to effect change through politics before considering moving to a foreign nation.



