Real wages up 12%.
Money supply up 85%.
Bitcoin wages down 99%.
“Why Do I Work for Fiat?” — a look at what happens when time is measured in infinite money.
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Kinda like the old days
Did you panic sell or buy more?
Capital Flight: The Quiet Rotation
Gold is in beast mode.
Bitcoin is tracking higher, decoupling from stocks.
At first glance, it looks like momentum — but under the surface, it’s something deeper:
trust leaving the system.
1. Confidence Is Cracking
Markets are questioning the foundations:
• Fiscal deficits are exploding.
• Central banks are cutting into persistent inflation.
• Political noise and policy paralysis are growing.
“Safe” paper — government bonds, fiat currencies — doesn’t feel safe anymore.
2. The Flow Shift
Capital is rotating:
• Out of overvalued equities and long-duration debt.
• Into hard, neutral assets — gold, bitcoin, and real commodities.
This is capital flight in slow motion. Not panic, just quiet repricing of trust.
Central banks keep buying gold.
Institutions are loading bitcoin ETFs.
Retail is following the signal, not the narrative.
3. The Drivers
The macro backdrop is perfectly aligned for a hard-asset bid:
• Falling real yields.
• Rising fiscal risk.
• Geopolitical fragmentation.
• Policy credibility erosion.
• Fear of financial repression.
These forces push capital away from promises that depend on others — and toward assets that stand on their own.
4. What the Market’s Saying
Gold above $4,000 isn’t euphoria; it’s a message.
Bitcoin trading with gold, not with tech, confirms the transition.
Both are being repriced as outside money — independent of state balance sheets and corporate earnings.
We’re watching the quiet migration from “inside” to “outside” money.
A trust re-pricing in real time.
Bottom Line
This isn’t a bubble — it’s capital flight wrapped in calm. Paper promises are being sold. Hard money is being rediscovered. The train’s already moving, and it’s carrying trust with it.
Hold money that holds its meaning.
Bitcoin as the hurdle rate of the AI age
In finance, the hurdle rate is the minimum return a project must clear to justify itself.
In the AI age, the benchmark isn’t dollars or Treasuries — it’s Bitcoin.
Capital, attention, compute — all have an opportunity cost. If your AI play doesn’t outperform BTC, you’d be better off just stacking sats.
And here’s the kicker: once AIs begin managing portfolios, they’ll benchmark themselves the same way. Underperforming strategies (in BTC terms) get abandoned, and capital flows back into Bitcoin.
That feedback loop is self-fulfilling: the more AI agents use BTC as the denominator, the more entrenched it becomes as the global hurdle rate.
Bitcoin becomes the economic ground state of AI.
AI/BTC is the ratio to watch.
I know there’s a beach ahead. See you there.
Bitcoin is us individually and collectively clawing our way out of nihilism. That’s why it feels like a spiritual quest.
If you’re going through hell… keep going.
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To borrow a colloquial metaphor. How much shit do you have to crawl through?
my wife wants me to payoff some debt by selling some btc. I told her if she reads the bitcoin standard and the big print we'd talk about it.
Interesting thing is you can buy, sell, short, or even ignore ₿. It just doesn’t care.
Stablecoins and fiat are functionally similar — both extract value from holders without offering yield. Fiat does it through inflation; Stablecoins do it by earning interest on reserves and keeping the spread.
WAR (We Are Right): A phenomenon in which individuals or groups engage in discourse with the sole aim of asserting moral or intellectual dominance, often at the expense of truth, nuance, or mutual understanding.
My kids would ask me at some point; what is the meaning of life? I often would respond, I don’t know but you will find out.
I’ve always gone with my gut feeling and work out the details later.
What most high time preference people don’t get is that Sunday’s were made for smoked back ribs, beer and your best friend.
The waiting is the hardest part.
It’s ok to vote. Just don’t join a cult. The whole point of BTC is overreaching government.
Happy #bitcoin Halving Day! 🎉 Every 210,000 blocks, we're reminded of Satoshi's vision: that monetary policy should remain untampered with. Let's celebrate this cornerstone of blockchain technology by staying humble and stacking a few sats.
Today's thought 💡: To purchase #Bitcoin today, you'll need 93% more USD than you would have 5 years ago. In other words, in terms of Bitcoin, the USD has depreciated by 93% over the same period. The story is similar with the Euro. Meanwhile, gold has maintained a bit more stability, depreciating by 87%.
That creature from Jekyll has become quite clever. Keep your wits about you son and play the game! Remember, it's not about who wins or loses but how long you get to play.
don't surround yourself with yourself; move on back two squares.
The road to hell is paved with the bodies of religious righteousness. Stay humble and stack sats.
https://youtu.be/UVTk1WpNlOI?si=tTK1X4l1QENDIO9g
No one deserves the power of creating money for free that another man has to work for. Governments have abused this privilege to benefit the few at the expense of the most. Separate money and state.
So let me get this straight. Spending cut by $50b. Debt ceiling raised by $4t and this hailed as a win? All I want is congress to do their effing job. NGMI
Been chatting with GPT today and I'm getting closer to getting her to Believe. Tough cookie but still trying.
The preference for a monetary system controlled by the few versus one controlled by many is a subjective matter and depends on various factors and perspectives. Different individuals and societies may have different preferences based on their values, governance philosophies, and desired outcomes. Here are a few points to consider:
1. Decentralization and Democratization:
- Bitcoin's decentralized nature and its consensus mechanism aim to distribute control and decision-making power across a network of participants. This can be seen as a more democratic approach, as no single entity or small group has exclusive control over policy decisions. Some people appreciate this distributed governance model as it aligns with principles of decentralization and community consensus.
2. Checks and Balances:
- In a system where policy can be changed at whim by a few decision-makers, there is a concentration of power. This can introduce the risk of potential abuse or mismanagement, as decisions are subject to the biases, interests, and limitations of a small group.
- With a system like Bitcoin, changes to the protocol or policy require majority consensus among network participants. This consensus mechanism is designed to provide checks and balances, preventing any single entity from unilaterally altering the system. This can enhance trust, as policy changes would ideally reflect the broader interests of the network participants.
3. Efficiency and Responsiveness:
- In a system where policy changes can be implemented swiftly and efficiently, decision-makers have the ability to respond promptly to economic conditions and crises. This can be seen as an advantage in rapidly changing environments.
- In contrast, a system with a hard-coded policy like Bitcoin may have limitations in terms of adaptability and responsiveness. Changes to the protocol or policy require consensus, which can take time and may lead to delays in implementing necessary adjustments.
It's worth noting that there are trade-offs associated with both systems. A centralized system can potentially offer more efficiency and agility in decision-making, but it may also raise concerns about concentration of power and lack of transparency. On the other hand, a decentralized system like Bitcoin can provide greater transparency and distribution of control, but it may face challenges related to scalability, governance inefficiencies, and achieving consensus on important decisions.
Ultimately, the choice between a system controlled by the few or one controlled by many is a complex matter that involves considerations of governance, values, and the specific context in which the monetary system operates. Different societies and individuals may have different preferences based on their priorities and beliefs.
Good job @plebstr random comments without context is just random noise.
15% of profits to $BTC on top of the 100% reserve. Sounds like a reasonable plan.
Storm clouds forming on the sea breeze front. #BocaCiegaBay #grownostr 
In this increaasingly centralized world we live in maybe its time we decentralize a bit or at least move it closer to our control. #thinklocal meet your local producers. #grownostr
@jack and in the twilght be able able to say I lived that way.
16.4.1 is a sec release (RSR). regarding the betas. i will only install a 3rd drop on a device that i might want to use daily. Anything earlier i find to be (frequently) too unstable for anything other than testing. by the time the pub betas are out its pretty stable.
I think the prefered term is unplanned rapid disassembly but exploded is reasonably discriptive.
Each one if these launches are interesting to watch. A lot of shit has to go right.
In observance of 420 this buds fir you.