Multiple Bitcoin Clients Ensure Balanced, Conservative Evolution
As Bitcoin matures and the value stored on the network grows into the trillions, it becomes increasingly important to follow a conservative development path that can eventually lead to ossification. Having multiple well-maintained Bitcoin clients with significant adoption will bring greater balance to the ecosystem, ensuring that no single implementation can dictate the direction of development.
Launching ProductionReady: Educate and Fund New Bitcoin Client
So this has been my sidequest for the last year: setting up a new nonprofit with @jimmysong, @parkeralewis, and @jratcliff. It's called @ProductionReady and will focus on education along with funding the development of a new Bitcoin client.
Ethereum Developers Avoid ETH Pay; Bitcoin Embraces BTC
This is how you know Ethereum isn’t money. No one working on Ethereum actually wants to be paid in ETH. Almost anyone working on Bitcoin at any level (research, protocol, applications, etc) would happily take BTC as payment. In fact it...
Cheap Bitcoin Won’t Last as Demand Clears Market
Discounted Bitcoin was never going to last forever. It was too good to be true for the Bitcoin treasury companies. It was inevitable that demand would take all of the cheap BTC off market forever.
2026 Cycle Forecast: Sub $50k, Massive
The 4 year cycle bears anticipate sub $50k in October/November 2026. It's far more likely that in November, we'll have Strategy's STRC alongside Metaplanet, BSTR, and XXI, all with their own preferred perps, firing at full speed and taking 100,000...
Saylor Gets BTC Discounted While He’d Pay Premium
The market is basically giving BTC to Saylor at a discount when he’d be happy to pay any price above market for it.
Which Comes First: 1M BTC or $1M Price?
Does @Strategy accumulate 1,000,000 BTC first, or does BTC go to $1,000,000 first? This is the only question that matters.
Bitcoin Expected to Near $100k, Not Dip Below $80k
It's highly unlikely that #Bitcoin will be below $80k in 4 weeks. It's highly likely it will be closer to $0.1M.
BSTR De-SPAC
If Bitcoin stays below $76k until @bstrco de-SPACs, @adam3us will be able to avergecostmog Saylor forever.
Saylor Plans to Purchase All Remaining Bitcoin This Year
There are only 1,000,000 BTC left to mine in the next 114 years and @saylor will buy that amount this year at these prices. 😂
Evenly Splitting Bitcoin Gives Each Person only 259k Sats
If you took 21M #Bitcoin and divided it equally between everyone on the planet, each person would have ~259,259 sats.
Eventually Cheap Bitcoin Becomes Impossible to Buy
On a long enough time horizon, you ability to buy cheap Bitcoin drops to zero.
Bitcoin Stands Firm as Stocks, Gold Plunge—Decoupling Evident
In the last few days the S&P, gold, and KOSPI all tanked but Bitcoin didn’t even flinch. Something has shifted. Decouple.
Treasury Firms Lag Behind STRC's Bitcoin Playbook
It’s absolutely appalling that every single treasury company isn’t copying the STRC playbook. If I was running a Bitcoin treasury company, I’d have started the process to launch this months ago.
Bitcoin Resilient Amid War, Bounces Back Consistently
Not sure who else noticed, but on the weekend as war raged and uncertainty surged, Bitcoin held up incredibly well. There was downward pressure but we just bounced back up each time. It definitely feels different than from previous months.
Time Erodes Bearish Bitcoin Drop Prospects Below $60k
If you’re bearish and hoping for a drop below $60k, time is not on your side. The longer we stabilize and the longer the big players have time to position (STRC, BSTR, MARS), the lower the probability of a big...
Bitcoin Serves as Proxy for Monday Market Direction
Bitcoin is being used as a proxy to determine if tradfi markets open red or green on Monday. 😂
Time's Running Out to Stay Bearish Amid Bullish Catalysts
The simple fact is there isn’t much time left in the rest of 2026 to be bearish. There’s too much happening with STRC rates increasing, BTSR on the horizon with their $1.5B smash buy, and Metaplanet preferred shares on the...
Rising Bitcoin Spurs Faster Dividend Growth And
At these Bitcoin prices I’d also go pedal to the metal. Keep increasing the dividend rate and make the STRC accretion disk spin faster.
BTC‑Gold Ratio Hits -2 Z‑Score, Rally Imminent
Bitcoin is ~24-66% below its trend relative to gold's market cap or global money supply, while gold is overextended. When the BTC/gold ratio's Z-score drops below -2, it has always preceded major rallies. Mean reversion is the most probable move next. 🚀
Bitcoin Hitting $1M Proves It’s Not a Risk Asset
When Bitcoin surpasses $1.0M per coin, the world will understand that it wasn't a risk asset.
During War, Keep Your Bitcoin
I am once again reminding you that in times of war, you want to hold Bitcoin. https://t.co/4nEOf7fTB3
Bitcoin Shifts From Retail to Mega Institutions
You are witnessing the greatest rotation of Bitcoin and Bitcoin-based assets from weak hands to mega institutions.
Bitcoin's Tiny Cap vs $400T Real Estate Gap
Silver may have industrial applications, but Bitcoin is a replacement application for storing value in real estate. The global real estate market is $400 trillion dollars. The current Bitcoin market cap is less than $1.35 trillion.
Terraform Labs Resurfaces, Challenges Jane Street's Bitcoin Suppression
So Terraform Labs came back from the dead to save us from Jane Street’s suppression of Bitcoin price. 😂
AquaBitcoin CTO Alex Unveils Major Update From Monte Brè
At the top of Monte Brè with @JAN3com CTO @BraginRights for an incredible view of Lugano. Alex is one of the top technical minds in the Bitcoin space and he’s working on an incredible update to @AquaBitcoin. 🐬🇨🇭 https://t.co/IRKqgWaMcd
BSTR Poised to Hold 51k BTC, Near #2 Spot
BSTR could buy up to 21,000 additional coins at these prices when they de-SPAC. They’d then have a total of 51,000 BTC, not far from the #2 slot after Strategy. They’d also have the lowest cost basis of all big...
Liquid Federation Convenes 50+ in Viareggio to Shape Bitcoin Finance
Over 50 people from the Liquid Federation gathered in Viareggio to plan the future of finance on Bitcoin. Very bullish on what’s to come. 🇮🇹 🌊 https://t.co/t89BUHhDC3
Limited Bitcoin: A Safe Haven When War Returns
There will always be another war. There are only 21 million BTC. Also very handy to have a few of those in times of war.
Bitcoin Will Surge Unexpectedly, Defying Bearish Timelines
Bears often insist on staying bearish until some arbitrary condition they set is met. That’s just not how the world works. Bitcoin will just run back up without warning. Suddenly is very sudden.
Market Forces Push Bitcoin Treasury Costs Up, Institutions Flood IBIT
The market won’t let the Bitcoin treasury companies lower their average cost forever. Meanwhile, Abu Dhabi’s sovereign wealth fund, Jane Street, and others are voraciously scooping up IBIT. Follow @BTCTimescom for all the latest news.
Quantum Threat Sparks Wise Bitcoin Transfer, Echoing Blocksize Wars
Believing that quantum computers pose a threat to Bitcoin may prove to be the last great transfer of BTC from the foolish to the wise. The last time it was this easy was the Blocksize Wars.
Treasury ETH-to-BTC Shifts Remain Unpriced, No Alternatives
Ethereum treasury companies selling their ETH for BTC isn’t priced in. There is no second best. https://t.co/HRj237WaYV
Metaplanet's MARS to Challenge STRC, Targeting Japanese Savers
Everyone is starting to see how powerful STRC is. Just a heads up that Metaplanet has something similar called MARS on the way. I’m pretty sure Japanese people getting 0.3% with their savings accounts are going to be somewhat interested....
Bitcoin: Priceless Shield Against Government Asset Seizure
An asset that protects you from collectivists trying to steal your assets is literally priceless. First it was California and today it’s the Netherlands. The world isn’t getting better and governments aren’t suddenly going to spend within their means. Buy Bitcoin while...
Bitcoin Believers Always Want More, Never Less
No one that understands Bitcoin, wants less Bitcoin.
Predicting Bitcoin's 2026 Price with the Crew
Chillin with the crew, hashing out Bitcoin price predictions for 2026. https://t.co/dBOLcUpDZK
Cold Storage Bitcoin: The Chill of Secure Holding
What it feels like to have #Bitcoin in cold storage. https://t.co/sVRbry1ZB6
Bears Urged to Set Negative Bitcoin Price Target
Bears, just commit and pick a negative price target for Bitcoin. Enough with the $50k and $10k targets. Lock-in Zeihan style and pick a negative price. It’ll be better for all of us.
AQUA Gains LATAM Traction by Hiding USDt Balances
AQUA is popular in LATAM because users figured out that USDt on @Liquid_BTC prevents recipients from looking up their holdings. 🌊 https://t.co/nntn2MLRqp
Temporal Computer Threatens Bitcoin Unless It Adapts by 2026
I’ve invented a temporal computer that allows you to go back in time to buy Bitcoin for cheap. While classical computers use bits, temporal computers use timbits. With 6 stable timbits created for $500B per timbit, TCs current can go back...
Consider Buying Bitcoin If Quantum Threat Is VC Hype
It might make sense to get some in case the Quantum FUD was a VC motivated nothingburger. - Satoshi Nakamoto
Fearful Investors Lose; Patient Holders Gain More Sats
The rush to make some quick fix to appease the Quantum Panicoooors feels reminiscent of the Big Blockers and their urgency to scale Bitcoin. If investors are scared, that’s their problem and their loss. More sats for the rest of...
Conservative Bitcoin Development Beats Panic‑driven Fixes
Bitcoin dev must be conservative. Rushing a fix just because a few people are in a panic could be disastrous. @Blockstream is leading much of the research on quantum resistance. For real alpha, follow @adam3us one of the top minds...
Bitmine’s ETH Could Become Second‑largest BTC Treasury
Bitmine holds 3,967,210 ETH. At the current market rate of approximately 0.0327 BTC per ETH, selling all of it would yield about 129,728 BTC. This would make BMNR the second largest Bitcoin Treasury Company after Strategy.
Switching to a Bitcoin‑only Treasury, Exiting Bitmine ETH
I’ve decided to liquidate all Bitmine Ethereum holdings and pivot to a Bitcoin only treasury strategy.
Buying Bitcoin Cheap as Cycle‑Believers Hold
We’re basically vacuuming up Bitcoin at a deep discount from those that believe in 4 year cycles.
Finite Bitcoin Supply Guarantees Price Surge Despite Suppression
There are many mechanisms available in the TradFi toolkit to suppress Bitcoin prices. However, the supply of Bitcoin is finite so it can’t be kept down forever. Eventually price must reconcile with demand and scarcity. That day is coming soon....
Today's $90K Salary Feels Like Yesterday's $9K
$90k is the new $9k.
Bitcoin Faces Bear Attacks as It Becomes Global Reserve
Everyone wants your Bitcoin. They are bear posting to scare you into submission and selling. All of this is happening just as Bitcoin steps through the doorway into the traditional financial system to become the new reserve asset of the world.