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Jake Woodhouse
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Dad, Husband, Investor, MC, & Podcaster | Discussing financial, humanistic, & intellectual investments | Follow to future-proof your happiness, health, & wealth

Contrarian truth: the more you give, the more you get back

Saw a great clip recently of a successful entrepreneur talking about the importance of donating 10% of all income, that worked amazingly for them as they built wealth

Critically they started doing it when their paycheck was $1500

So $150 was just given away each time

The point that really hit home: “if you can’t gift $150 out of $1500, then you’ll never gift $15k when you’ve made $150k”

Point is, you have to give to get

Simply really

Have made sure to tip people who’ve helped me as much as possible lately and it really is amazing how good the feedback is

🙏🏻

The Secret World of Fine Art Investing w/

@npub1kznjv5rsa5hkvpmhz3wrlwztd8kwa7aa00afwucux98dtpldzvrs487zc4

Watch the full episode with Louis Liu on YouTube and all major streaming platforms.

https://v.nostr.build/lXZXDKPMtWCNlZav.mp4

Escaping the Fiat Trap with Bitcoin: Reclaiming Your Time & Freedom w/ Daniel Prince (JWP25)

In Episode 25 of The Jake Woodhouse Podcast, Daniel Prince and I explore using failure setting as a tool for growth, the role of Bitcoin in allowing us to reclaim our time, the tradeoffs of choosing where to live, the journey of starting a podcast, the value of leaving space for creativity in learning, the challenge of beating the Bitcoin hurdle rate, and what the next 12 months will bring for Bitcoin.

https://v.nostr.build/nD0IYelYs1DRm6ls.mp4

Amazing progress. Well done! The proof-of-work right there

The coolest thing though: the wisdom you have gained as a result

Which combined with the new network of friends, I reckon is arguably priceless

Keep it up!

Our sense of time is so bad

Eg mountains as you say

But also eg paying rent for 12 months. Omg that looks like a lot, but it’s so hard to calculate in 12 months how wealthy you will be or feel, and often that economic calculation is wrong

Long duration plus compounding totally cooks us!

FASB (Financial Accounting Standards Board) recently changed its accounting rules for Bitcoin (BTC), which has major implications for companies holding BTC, like MicroStrategy (MSTR).

Old FASB Rules (Pre-2024)

BTC was classified as an intangible asset (like goodwill or trademarks).

Companies had to impair BTC holdings if the price dropped below purchase price, meaning they had to report a loss.

If BTC’s price went back up, they could not mark it up as a gain on the balance sheet—gains were only recognized when BTC was sold.

New FASB Rules (Starting 2024)

BTC is now treated as a fair value asset, meaning companies must mark it up or down every quarter based on market price.

Gains and losses from BTC price changes are reported in earnings—even if the company doesn’t sell.

Why This Matters for Earnings & Stock Prices

Companies like MicroStrategy (MSTR), Tesla, and Block will now report Bitcoin gains as earnings each quarter if BTC goes up.

Investors will see higher earnings on financial statements, which can attract more institutional investment.

MSTR, as a leveraged Bitcoin play, benefits massively because its stock value is closely tied to BTC price.

"For a Dude on NOSTR" Explanation

If someone on NOSTR is saying BTC going up "counts as earnings now," they mean that companies holding Bitcoin—like MicroStrategy—will report Bitcoin price increases as part of their official earnings instead of just an asset revaluation on the balance sheet. This change makes BTC gains more visible and impactful for stock valuations.

Fascinating. Regardless of right or wrong, being able to account for balance sheet growth as earnings is a big change

So re my point of competition. No one can match the MSTR btc stack, so their earnings growth will be the biggest, meaning their equity price will be more volatile to the upside than others. Ie even if you setup a BTC treasury now, as a fund or equity, your earnings growth can never match MSTR

Interesting

Thank you for sharing

What’s the best resource for a summary on FASB alterations and impacts? Certainly an area I’ve not delved into much

When you say “revenue” I am confused. Owning Bitcoin on the balance sheet that increases in value, due to its underlining price appreciation then pushes equity value, but where does revenue change?

If a company owns a real estate portfolio, and those assets increase in value, so does the balance sheet and equity value, but it doesn’t change the revenues of those assets

MSTR and Saylor are primed to set the Bitcoin world on fire. He has around 40 billion available to him. 21bil STRK issuance, 4 bil ? MSTR issuance and 16 bil? in converts.

He made a strange little buy last week. Why? To say he bought. He will make a strange little buy this week. Why? To say he bought. The last week in March I think he goes bananas and buys 21 billion maybe more and starts a short liquidation cascade. He pushes the price as high as he possible can on the last day of March. Why? He can only be added to the SP500 once. He can only do his first FASB accounting once.

The higher BTC is at close on 31 March the higher the profit for all the BTC he has written down over the entire time they have bought. They have had to write BTC down to the lowest point that BTC has hits the entire time that they owned it. After a buy it can only go down in value and can never go up with the old accounting. If BTC just closes at 90K on 31 March he posts: 12 month rolling EPS $64 12 month rolling P/E 4.5. It will shoot up min to 10 P/E immediately, around $650 per share. Blue sky break out. SP500 inclusion criteria met. SP500 will 100% add them because they would be stupid not to. People will realize it should have at a minimum 50 P/E the average of the top 10 stocks in the SP500 . That would put them at 750bil market cap.

Pending SP500 inclusion and 150Bil bigger than tesla when it went in and to this point the biggest market cap to ever get added. If MSTR is included in the S&P 500 at a $750 billion market cap:

Initial passive fund purchase required: $127.5 billion

Quarterly passive fund allocation to MSTR: $5.1 billion per quarter

This means that just from passive S&P 500 index tracking funds, MSTR would see an immediate $127.5B inflow, and then $5.1B every quarter moving forward. If BTC supply is still tight, this could create a continuous bid under MSTR’s stock.

At $750 Bil MC they would be #8 in the SP500 just behind the Magnificant 7. All this money and attention will push them even higher. Their premium over MNAV will be over 10x higher than it is now and only fuel Saylor's money raising fever and ablity because he will them be printing $20 USD plus of BTC for every $1 MNAV BTC that he has when he sells a share. the price action will also wipe the board completely clean of convertible debt.

The black hole will open. MSTR will be the biggest company on the planet and over $5000 by the end of the year and their BTC buying will push BTC value into the millions. You're welcome for the heads up. You have til the end of March to load up on BTC or MSTR after that you are going to be living in massive regret if you still own any chairs.

PS all this is if the price only pushes up to 90K. What if he gets it chugging, shorts start getting liquidated, nations start FOMO'n all during the last week and it runs to 100K, 110K, 120K? Game Fucking Over!!!!

I love this kind of idea. Where I get tripped up: the equity multiple to nav. As it blows out, 3x, 6x, maybe 10x, the incentive for additional entities to compete with a leveraged bitcoin balance sheet play increases.

It could be publicly traded equities, or a fund, doesn’t really matter, but as an investor why pay 10x nav multiple for Bitcoin exposure, when competition comes in at 3x? You wouldn’t

Yes the inclusion into the snp 500 will require some cascade allocations from index trackers etc, but that only pushes the multiple to nav further away from the inbound competitor entities

Happy to be proven wrong. But struggle to see your vision become reality

Why Bitcoin?

Watch the full episode with Mike Cook on YouTube and all major streaming platforms.

https://v.nostr.build/j7HPYxC3K6UtuwQJ.mp4

Michael Saylor vs Saifedean Ammous: Debt on a Bitcoin Standard

Will borrowing still make sense in on Bitcoin standard? Mikey Scans and I examine how leverage fuels real estate and business banking, why counterparty risk matters, and how institutions like MicroStrategy are playing the debt game to acquire more Bitcoin. We also revisit the Saylor vs. Saifedean debate on Bitcoin lending and discuss whether a future of sound money will push us away from a debt based financial system.

https://v.nostr.build/HDLnfdpMR6KDrHtP.mp4

"The closer we get to nature, the healthier we get. Nutrition science is completely broken. There’s a study to support every argument: coffee is good, coffee is bad; meat is good, meat is bad.

The entire system is full of incentives that create confusion. I made sense of it all by simply understanding that nature knows best. If in doubt, choose the more natural approach—it’ll probably be healthier for you."

Mikey Scans

/ Ep.24 / 12:17

Should Everyone Try the Carnivore Diet?

In this episode with Mikey Scans, we explore how adopting the carnivore diet transformed health and decision-making, why taking full responsibility is the key to overcoming illness, the flaws in modern nutrition science, the power of self-experimentation, and whether everyone should consider going carnivore for better health.

https://v.nostr.build/TeckKTAeR6kolB1F.mp4

this happens all the time. So annoying. Notifications are hard enough to follow... The beauty of the open protocol though, is I assume, given enough time and capital, someone will create a tool to get rid of them

Living in Flow: Kindness, Ease & Grace

Watch the full episode (Ep.14) on YouTube and all major streaming platforms.

https://v.nostr.build/IlhfF4q1TlcvADjW.mp4

The Carnivore Diet, Bitcoin Banking, & Taking Back Control of Your Life with Mikey Scans (JWP24)

In Episode 24 of The Jake Woodhouse Podcast, Mikey Scans and I explore the carnivore diet and its impact on health, the importance of Bitcoin self-custody, leveraging debt in a Bitcoin-based monetary system, the geopolitical implications of financial sanctions, the Saylor vs. Saifedean debate on Bitcoin lending, and the power of taking ultimate responsibility for your life.

X: https://x.com/mikeyscans

New episodes drop Monday, Wednesday, and Friday. Let's learn together.

TIMESTAMPS:

0:00 - Why Try the Carnivore Diet?

6:44 - Before and After Starting the Carnivore Diet

14:16 - Experimenting on Yourself

17:08 - Should Everyone Eat Carnivore?

21:26 - Working in Business Banking

30:35 - The Superpower of Bitcoin Self-Custody

39:52 - Using Debt on a Bitcoin Standard

44:20 - Russia vs Ukraine: Financial Sanctions

48:49 - Saylor vs Saifedean: Bitcoin Lending

55:23 - Mike’s Journey Down the Carnivore and Bitcoin Rabbit-hole

1:06:42 - How to Connect with Mike

If you want to learn more or connect, visit my website: https://jakewoodhouse.io/

https://v.nostr.build/jgZr3Dh8F38ZHW3o.mp4

The Power of Meditation: A Journey into Past Life Healing

I explore a guided meditation session that took me somewhere I never expected. A spiritual encounter, an alternative reality, and a feeling of being "unplugged" from this world...was this past life healing?

https://v.nostr.build/d6g7moQFn8NZnEXs.mp4

What should be a common goal, but is in fact a dream for most:

"I want to build a life that I never need a vacation from"

Why bother!!

But also good to trial.

The main with ETH that I always like to ask people, “have you mined ETH”

If they have: they all agree it’s not actually decentralised

If they haven’t: they haven’t understood under the hood

Saying that, an exchange getting hacked is another thing, “not your keys, not your coins!”

The extraordinary state of a HODLer in self custody

I feel the same

Really is an amazing phenomenon, that we’re lucky to be so early on

As others feel the peace within, when the turmoil rages around outside, it really does give credence to the fact Bitcoin adoption is inevitable

For 50 years, the US government has refused to audit Fort Knox.

They tell you the gold is there, but they won't prove it.

Do you trust them?

From one of my favourite technical analysts:

G’day all. Just a reminder that Corrections are normal.

📌 Drops like this have happened multiple times since the start of the cycle.

📌 The market needs to cool off before the next expansion phase, nothing moves up in a straight line.

Stay calm. Avoid the noise (mainstream news).

📍We are still in a long term uptrend🔥

📍We are still 3 weeks away from entering our 25 week sell window where the final top takes place

📍We are 16 weeks away from the “Thrill” phase

📍Still 23 weeks away from when Bitcoin confirms the top is in (70-90wks post halving)

📍Bitcoin experiences a weekly Stochastic RSI cross every ~6 months resulting in a large move. Currently it’s severely oversold ⬇️, there is only one direction to go ⬆️

📍Bitcoin has a 85% correlation to the global M2 money supply, with a 70 day lag, we have now caught up to its uptick.

📍Next target medium term target is 120k, and macro target is 170k.

📍Lastly we have just begun a 60 day cycle and 26 week cycle. Lots of confluence. And we are experiencing the most bullish environment I have ever witnessed in my 7 years in this space.

Be patient. Time is on our side.

Ps - if you’d like his details, DM me, as he runs a private TG group with this type of analysis