ARIZONA #BITCOIN RESERVE BILL PASSES FINAL VOTE AND HEADS TO GOVERNOR

THE STATE IS 1 SIGNATURE AWAY FROM BUYING BTC. HISTORY 🚀

How much Bitcoin do you need? Let’s look at the 20 countries in the world with the highest median wealth per person. Below you can see how much Bitcoin you need per person if Bitcoin gets distributed in the same way fiat is distributed today:

1. 🇱🇺Luxembourg: 0.0066 Bitcoin

2. 🇦🇺Australia: 0.0047 Bitcoin

3. 🇧🇪Belgium: 0.0046 Bitcoin

4. 🇭🇰Hong Kong: 0.0037 Bitcoin

5. 🇳🇿New Zealand: 0.0036 Bitcoin

6. 🇩🇰Denmark: 0.0034 Bitcoin

7. 🇨🇭Switzerland: 0.0030 Bitcoin

8. 🇬🇧UK: 0.0030 Bitcoin

9. 🇳🇴Norway: 0.0027 Bitcoin

10. 🇨🇦Canada: 0.0025 Bitcoin

11. 🇫🇷France: 0.0025 Bitcoin

12. 🇳🇱Netherlands: 0.0021 Bitcoin

13. 🇮🇹Italy: 0.0020 Bitcoin

14. 🇺🇸U.S.: 0.0020 Bitcoin

15. 🇪🇸Spain: 0.0020 Bitcoin

16. 🇹🇼Taiwan: 0.0020 Bitcoin

17. 🇯🇵Japan: 0.0019 Bitcoin

18. 🇸🇬Singapore: 0.0019 Bitcoin

19. 🇲🇹Malta: 0.0018 Bitcoin

20. 🇰🇷South Korea: 0.0017 Bitcoin

If you own zero Bitcoin, it will affect no one but YOU and YOUR FAMILY

Nobody cares about you

Your government isn't coming to save you

You have to make the right decisions about your finances

Take ownership of your future

Everything is fine until everything collapses.

The Dutch were the world’s most powerful empire a few centuries ago with the worlds most powerful monopoly, navy, and trade routes.

Everything was great until they demonetized their own spice trade. They were so effective they eroded the value of their balance sheet, had a feedback loop of cultural decline, and then the debt exploded.

Debt can continue to be refinanced until suddenly there is no demand for the debt.

Stocks can continue to expand valuations until there is no demand for sovereign debt.

The Dutch made it for 300 years then the whole thing fell apart. Stocks collapsed, yields skyrocketed, and spices became now affordable for everyone. These three charts don’t even show the worst of it.

This will take years more to unfold. I’ve been saying this for 5 years and we are only now beginning to see Bitcoin really wake up.

The globally dominant reserve asset is the risk free rate. That used to be Treasuries now it is becoming Bitcoin.

Growing up everybody told me that I was smart and that I should study history and now that I have nobody wants to hear it.

Somebody tell me how I’m wrong. For 5+ years my belief in this continues and every time I find someone who disagrees with me it is not convincing. Then every person I meet who agrees with me is smarter than I.

The faster we build new productivity the faster we have a collateral problem and the faster everything collapses to never recover.

Not a 20%-40% collapse… more like 97%-99%.

Somebody tell me why this time is different but hundreds of examples in history I think will beg to differ.

How can we monetize the debt forever when we are demonetizing labor and goods? We can’t.

Someone just shilled me this meme coin:

- 34 trillion supply

- No supply cap

- 1 node

- 25% of supply minted in the last 6 months

- 1% of holders own 30%

- Backed by the U.S. government

LYN ALDEN: Imagine making an iPhone, and then twenty thousand imitators make a buggy knock-off fake iPhone with a glued-on Apple symbol that doesn't work properly. That's "Bitcoin vs crypto

Fed’s Powell: federal debt is on an unsustainable path. We are now running crisis-level deficits at full employment

🍔 The Big Mac Index, Priced in BTC 👇

2015: ₿0.0099

2025: ₿0.0000665

In 10 years: -99% in BTC, while USD +33%.

Everything priced in bitcoin trends to zero

🇺🇸 Purchasing power of $100 USD:

1913: $100.00

1923: $84.00

1933: $60.00

1943: $43.00

1953: $32.00

1963: $25.00

1973: $18.00

1983: $12.00

1993: $8.00

2003: $6.00

2013: $4.35

Now: $3.00

Aren't you glad we have the Fed?

Now that Trump’s tariff tantrum has proven a bust, it’s time he plays the ONLY CARD he has against China & Russia.

🇺🇸 buys 1 - 5 M Bitcoin and dominates The Internet of Money.

The window of opportunity is very short

Pomp: The unspoken secret as to why so many finance folks are wrong in their analysis of the tariffs is because the finance folks believe the government data.

They think inflation readings, jobs reports, GDP measurements, and other critical data points are accurate.

They will tell you till they are blue in the face that the data is accurate, everything is great, and the working class is dumb because they just don't understand how good they have it.

The truth is that anyone with common sense knows this data is wrong. Even the Treasury Secretary has now publicly acknowledged he doesn't believe the data. He says we must listen to the people, rather than blindly follow the government data reports.

If you have bad data, you can't have a good analysis.

Bitcoiners were the first large-scale group to recognize the economic data was wrong and they figured out a way to financially capture upside if they were right.

Eventually everyone else will realize the data is inaccurate. The mainstream finance conversation has become an intellectual boondoggle where most people regurgitate ill-informed takes based on bad data.

Critical thinking has left the building. Independent thought has been outlawed. If you don't share the consensus view, you are mocked and ridiculed. If you say something other than approved talking points, you are slurred with accusations of being a MAGA maniac.

But that doesn't make the consensus view right.

It was true with bitcoin and it will be true again with the tariffs. The economic data is inaccurate. Many of the widely accepted core beliefs of Keynesian economists have been disproven by the market. And the current consensus among economists will be just as wrong as it was every time they reached consensus over the last decade.

My word of caution to people is to refrain from following the herd. Take a look at the data and seek alternative data. Think critically. Maybe you end up at the consensus view after doing the work, or maybe you have a different view.

The crowd is usually wrong when they reach a point where dissent is outlawed.

China beginning currency devaluation is more than just an economic signal—it's a trigger.

Historically, when the yuan weakens, capital doesn’t stay put. It escapes. Some of it flows into gold, some into foreign assets—and a meaningful slice finds its way into Bitcoin.

Now layer on rising tariffs, slowing global trade, and a deepening crisis of confidence in traditional financial systems.

The result? A growing demand for neutral, borderless, incorruptible assets.

Bitcoin isn’t just a hedge anymore. It’s becoming a necessity in a world looking for stability outside the control of any one nation

🟠The last 72 hours changed the entire of brand of Bitcoin for $5 trillion of capital allocators.

Here is why.👇

Not only was the SPY down 5% yesterday it fell an additional 6% today. 📉

Bitcoin remains up. 📈

The argument that Bitcoin will “ALWAYS crash more than stocks in a risk off environment” died this week.💀

Bitcoin is lower risk than stocks when viewed in the correct time horizon. This statement sounds less crazy now than it did 72 hours ago.

sounds crazy now but we literally just saw it happen in a micro scale.🤷‍♂️

At this moment 100,000 financial analysts + advisors are asking… “why on Earth is Bitcoin NOT down 20%?”🤔

Brutal awakening cometh.

If you own 1 Bitcoin you are in the top 1% of the top 1% of Bitcoin holders on Earth.

World Debt Surpasses $325 TRILLION and keeps Soaring – The BIG PRINT to Prop Up the Fiat Ponzi Has Just Begun. Prepare Accordingly.

Bitcoin is going to demonetize real estate 10x faster than gold.

I think most people think Bitcoin will replace gold and then come after real estate. However, I think the opposite will happen.

I think real estate is in a far bigger bubble than gold. For 40 years everyone has focused on buying a house, a rental property, and most recently an AirBnB. The real estimate market is FULL of retail investors that are still chasing yesterdays dreams (i.e. the dream to get rich by investing in real estate).

What most people miss is that today's real estate market is insanely expensive. Now add demographics, negative population growth, and growing interest rates and you have a disaster on the horizon.

Not only that, you have assets (gold and Bitcoin) that will protect you against a global sovereign debt bubble far better than real estate.

One Bitcoin is worth $88,000 today.

Let's say your yearly salary is $80,000.

You buy half of a bitcoin for $44,000.

10 years from now, 0.5 BTC is worth $5,000,000.

You just bought 62.5 years of your salary for $44,000.

#Bitcoin is time.

The US dollar has lost more than 26% percent of its purchasing power since January 2020.

That means $1 dollar from 2020 can only buy $0.74 of goods today.

This is the hidden tax that destroyed the financial lives of American families

You can literally hold 1/21,000,000 of the world's money supply for $84,000

And yet people who don't even have 1 Bitcoin yet are complaining that the price isn't high enough

The price being this low is a gift

You're getting an opportunity to getting your next 0.01 BTC for only $840, and being 1% closer to 1 BTC

When Bitcoin is $1M, 0.01 BTC will cost you $10,000

If you think getting to 1 BTC is difficult today, think about how much harder it will be to get to that goal in the future

$MSTR trading a substantially higher mNAV than 2x is mathematically inevitable.

The bears say this is irrational, but the market is pricing in the reality that nobody can replicated a 500,000 BTC position without detonating the price curve. Calling it a premium is almost doing it a disservice. Might as well call it "acquisition impossibility".

If you attempted to build that same position today, you’d ignite a supply shock so severe that your own orders would drive BTC multiples higher before you even got halfway there.

That’s the trap: Bitcoin’s liquidity profile makes replication non-linear.

The larger the attempt, the faster price escapes you.

MSTR sidestepped that execution risk by being first. In addition to that, the premium is further justified by giving shareholders access to scale without friction, slippage, or coordination risk.

The NAV is a static snapshot. Capital markets price in velocity, difficulty, and irreproducibility.

mNAV = the liquidity-adjusted cost of entry into Bitcoin at scale, without triggering your own doom loop of price impact.

To the mNAV bears who will reply that you're paying "extra for Bitcoin": No you're not, you're paying for instant positioning at terminal scale.

As $MSTR continues to buy Bitcoin and the price will continue to rise, the hoard will be increasingly hard to replicate by competitors.

The great https://t.co/onK8uIGq4V graph (BTW, an amazing resource) shows us that we had an mNAV of greater than 3.0 just four months ago. That's when Saylor starting suppressing it like crazy by hitting the ATM and going on that historic spending spree.

$MSTR sits on a tremendously larger BTC hoard now, and they have no signs of slowing down in BTC buying.

The absolute scarcity of Bitcoin combined with the increasing improbability of competitors arising means that we are early.

The market will continue to readjust the price for this incoming disparity.