Mark Moss

Wealth Engineering w/Bitcoin | Partner @BTCOppFund |
@ArchLending | @BlockwareTeam | 100M+ @YouTube | @iHeartRadio

[Mark Moss @1MarkMoss]

With #Bitcoin being true digital scarcity, and given its historical increase in purchasing power (NGU)of 200%+ CAGR

risking 100% of your stack to earn a meager "Yield" is the wrong way to think about it.

You don't risk 100% of an asset going up 50% - 200% per year, to earn 6-8%

Nor do you save it up and then sell it off, paying taxes and hoping it lasts until you die.

Rather, consider waiting until the amount is high enough to leverage just a small % (5-10%) of your stack with debt, which is tax-free cash flow.

Then hold the asset forever, pass it to your kids for them to do the same, and repeat for true generation wealth

[Mark Moss @1MarkMoss]

@ericosiu I want to come next time!

[Mark Moss @1MarkMoss]

Wealth doesn't transfer by default; it evaporates by default, and no, Bitcoin doesn't fix this.

Headlines are showing the largest wealth transfer in the world is coming: $93 TRILLION, but 60%+ will die before it reaches the next generation.

The families that keep their wealth aren't lucky; it comes from building a Wealth System where assets aren't sold, instead, credit is issued against them for lifestyle, it's held in structures that hold the assets, and a stepped-up basis at death to the heirs erases a lifetime of gains.

If you believe in Bitcoin's future, make sure it lasts forever in your family and build the system that makes wealth transmissible.

[Mark Moss @1MarkMoss]

@MarkYusko Amazing! I see you!

[Mark Moss @1MarkMoss]

@phil_geiger course looks awesome! love riding downhill!

[Mark Moss @1MarkMoss]

So many people calling these numbers fake, and I often call CPI - CPLie, but...

If you peek under the hood, it's easy to see the biggest drop in headline inflation was driven by energy (a supply-side factor), and watching the Iran situation this year, it's obvious.

Energy index fell 5.7% in the month (largest decline since April 2020). Gasoline prices plunged 9.7% in June.

The fed holding or raising rates into this environment wouldn't have made sense, it's clear the inflation pressure was not purely from “too much demand” in the economy.

Disinflation will continue; rates are coming down, assets will respond, and Bitcoin is the most sensitive.

and... coincidentally... it all lines up with the timing of the Bitcoin 4-Yr cycle

[zerohedge @zerohedge]

CPI -0.4% MoM, Exp. -0.1
CPI Core 0.0% MoM, Exp. 0.2%

CPI 3.5% YoY, Exp. 3.8%
CPI Core 2.6% YoY, Exp. 2.8%

[Mark Moss @1MarkMoss]

@mikegermano @SimplyBitcoin They got the right man for the team! Go get it!

[Mark Moss @1MarkMoss]

@sweatystartup I have been working out fasted for 12+ years, and I prefer it, I have added in Perfect Aminos before to retain muscle better, but it's been a minimal difference.

[Mark Moss @1MarkMoss]

If you want to understand the battle Bitcoin has been going through from someone whose been here since the beginning, read this 👇

[Adam Back @adam3us]

On the filter fork topic.

I don't usually have time, but this morning listened to one of the twitter spaces from earlier in the week, with some well meaning relative bitcoin newcomers, that humanized them, and their concerns and thoughts for why they thought that made it logical to support 110.

My feeling after listening, is if these are the people with #110 in their handles, I'm sad to see them about to fork off and get disillusioned without understanding why bitcoin rejected 110 robustly.

So here's a more empathetic, constructive higher level version of explaining why not. I hope it's high-level and first-principles enough that everyone can follow.

They seem to want to understand what makes people tick, and are suspicious of intent. So, if someone asked me why is Bitcoin important and what is it, I'd say my (personal) mission and hope for bitcoin is to build the cypherpunk future, that "Snow Crash" was a blueprint, and work backwards from there. Bitcoin I hope leads to fully free markets via bearer unseizable, hard mathematically dependable money. Not everyone is comfortable with that level of freedom, but that's my view. And at this point, I believe that surprisingly, even now many governments have come to understand and value bitcoin's gold-like mathematical assurance, a positive development. Others may have milder views than myself, but still like hard censorship resistant money.

Because of motive suspicion, if it's not obvious: I hate spam with a passion, that's how I came to design hashcash while researching decentralized bearer money with others, and running nodes in privacy related cypherpunk p2p networks nearly three decades ago.

People seem upset about the default op return policy change in bitcoin. I will just assert, there are extremely robust and simple reasons for bitcoin changing default relay policy, and most just didn't do their research, so don't know what those are, or maybe not technical enough to fully understand though there have been 1000s of posts trying to explain in various simplified ways. So that lack of understanding lends itself to shared build-up of false narratives. So here's my back-to-basics higher level explanation.

The decentralization needed to create cypherpunk money has implications a: side effect of decentralization is that you can't impose your views on others. The very decentralization mechanism that helps that, is working against what BIP 110 wants, which at it's most basic is a quest to police other people. I understand supporters don't see their intent like that, but introspect deeper.

You can modify your software, but not anyone else's. Another critical and incredibly robust technical bitcoin immune system is bitcoin can't have people who don't understand technology basics insist on eroding security, decentralization robustness and core properties. That would end badly, fast, and so people will fight you on that.

So the message is Bitcoin respectfully says "no" to what you want. Sorry, and bitcoiners do genuinely understand and empathize that you mean well, have high level thoughts that make emotional sense, and articulate sensible bitcoin-defensive high level ideas, but they are not grounded and without you seeing it, the way you propose to achieve your ideas, hard-conflict with free cypherpunk permissionless money.

My advice is to listen to more experienced people who understand the system and why it works the way it does, to whatever detail you want to understand the grounded reasons for why this is the implication of decentralization and cypherpunk money.

I guarantee you the developer and protocol ecosystem shares and exceeds your views on bearer hard money (and dislike of spam). You may not agree with individual developers choices, views, way of expressing themselves etc, BUT you also need to understand the IETF-like decentralized technical consensus process creates a protective change resistance, that is highly effective at protecting bitcoin mission. The implication of which is no developer can change anything without technical consensus from hundreds of other developers and protocol observers who are pedantic and extremely knowledgeable clever people who won't let any unaddressed technical question past. The protective change resistance is robust and decentralized in an amplifying way because of this technical consensus.

And the many highly technical mainline developers' cypherpunk mission mindsets are probably far more determined than you can even handle on clarity of understanding and views about freedoms on permissionless networks, as many of you are probably still subconsciously inured by the matrix, where they have transcended that, and grew up immersed in it decades ago. They think natively in this space, while you are just grappling with the surface. Many wont have internalized or have the experience to know how this internet physics works, where there is no policeman, no policy authority, just mathematics, free market and hard money. That has implications for your views also, unfortunately.

Now the tough pill, which is unfortunately true: If you won't listen to reason, educate yourself, learn, the same radical freedom applies to you: your permissionless recourse is to club together and create a fork. But bitcoin won't be joining it. (With respect and no sleight intended.)

Please rejoin bitcoin now, or later if you're not convinced and need to experience 110 forking off and fizzling for yourself to start that journey of introspecting and learning. It would be sad if bitcoin lost people disillusioned due to simple lack of understanding of what's going on there, we're all trying to defend bitcoin and keep it on mission. Including btw the 110 technical promoters, just they wandered off plot somehow.

Join the cypherpunks on bitcoin, come cypherpunk summer🌞 in a few weeks.

[Mark Moss @1MarkMoss]

@adam3us @SGBarbour Thank you for taking the time to write this out and explain it, and the intentions and reasoning behind it.

[Mark Moss @1MarkMoss]

@levelsio Died a bit? I think this proves it’s been dead

[Mark Moss @1MarkMoss]

@businessbarista Ai

[Mark Moss @1MarkMoss]

@thesamparr It can't do it, no matter how many reference files we give it, its finished output is just terrible. But it does help set up the scaffolding, get some dots connected, and get the creative juices flowing, So YES on assistance, big NO on shipping any output.

[Mark Moss @1MarkMoss]

Bitcoin was always going to come to the Institutions, Corporations and a Governments.

But it’s always going to be dissident tech.

P2P, censorship resistant, immutable money

[Radar.Chat @RadarChat]

Your messages. Your Bitcoin. Together, at last.

Radar brings private messaging and self-custodial Bitcoin Lightning together in one seamless experience, and because it's built on Signal's incredible network - the people you already talk to come with you.

[Mark Moss @1MarkMoss]

@sethforprivacy Great job! Excited to try this and watch it evolve and grow

[Mark Moss @1MarkMoss]

@Globalflows Yes more value! And they use debt

[Mark Moss @1MarkMoss]

BTC ripping in the news today, showing, it’s not MSTR propping or pushing BTC higher, there’s a lot of demand at these levels.

[Michael Saylor @saylor]

Strategy has sold 3,588 $BTC for $216 million to fund dividends on our Digital Credit securities. As of 7/5/2026, we hodl ₿843,775 in our BTC Reserves and $2.55 billion in our USD Reserves. https://t.co/Cssgz29Psj

[Mark Moss @1MarkMoss]

@patrickbetdavid It wasnt kids from NB, it was LA and Inland, full OC takeover.

[Mark Moss @1MarkMoss]

Bitcoin is still self sovereign, censorship resistant, immutable and outside the system.

But on the path to global money, of course, every person, business, corporation and gov would eventually use it. Build products around it and financialize it, because everyone, including the institutions and Govs need Bitcoin.

But… Bitcoin doesn’t need them

Bitcoin is still decentralized and secure, it is still the peoples money, it is still a way to hold wealth in something that cannot be debased, confiscated, or censored.

Bitcoin is still the same, don’t confuse more people using it in different ways as Bitcoin changing.

[Mark Moss @1MarkMoss]

Only in America! 🇺🇸

We are different because we built something new!

Our national character was forged in fire, on the land, and through relentless creation, not inherited from kings, castes, or ancient traditions.

We didn't inherit or ask for our freedom; we fought the most powerful empire on Earth.

The frontier taught us that tomorrow can be better if you work for it, which led to our optimism and our can-do spirit.

This period of self-reliance, combined with Christianity, led to a strong sense of Individualism with voluntary cooperation: you rely on yourself first, but you also build barns with neighbors.

A nation of merit and mobility because a farm boy or immigrant could and still can rise.

And we fought side by side, for 250 years, because we shared a creed over blood, united by the Declaration, the Constitution, and the idea that anyone who buys into the experiment can be American

We feel different because we are different, and it's that spirit that keeps America exceptional.

[Mark Moss @1MarkMoss]

The maturation that took away the 20x cycles is the same maturation handing back a better risk-adjusted asset than Bitcoin has ever been.

[Rosanna Prestia, MBA @RosannaInvests]

Take the Bitcoin bears' own math and run it forward one cycle: Bitcoin never makes a new all-time high again. Ever.

That is not a bear case. That is a broken model. And when you fix the contradiction, what falls out is quietly the most bullish math in the asset right now → the same maturation that compressed the rallies has to compress the drawdowns too.

They're running half the cycle. Here's the whole thing. 🧵