Anthony Ferrara

Bitcoin content, news and information.

[Anthony Ferrara @AntFerr24]

@MarioNawfal @grok is this true?

[Anthony Ferrara @AntFerr24]

@Kalshi Justin wrong again

[Anthony Ferrara @AntFerr24]

🤷🏻‍♂️

[Bark @barkmeta]

The Iran war “ended” the day before the biggest IPO in history, Trump’s birthday, and a UFC card at the White House.

What a coincidence. What timing. Wow.

[Fred Krueger @dotkrueger]

At 9am tomorrow SpaceX will have more cash on hand than any other tech company.

Time to increase their Bitcoin holdings

[Simply Bitcoin @SimplyBitcoin]

Bitcoin is Different 🟠

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: There's now a 63% chance Bitcoin will pump back above $65,000 this month, according to Polymarket 👀

HODL! ✊

[David @david_eng_mba]

$BTC's Best Forward Returns Start When It Looks Broken

$BTC is not just cheap.

It is cheap relative to its adoption trend.

Current power-law z-score: -1.18
Spot: ~$62K

Historical bucket: z = -1.30 to -1.05
Observations: 510
Median 1-year CAGR: +171%
Win rate: 100%

Implied 1-year price distribution:

Median: ~$169K
P25 / P75: $139K / $477K
P10 / P90: $97K / $859K

This is not a forecast.
It is the historical conditional distribution.

The deeper point:

Bitcoin’s forward returns are not highest when the chart looks strong.

They are highest when price is deeply compressed below the adoption curve and the network trend has not broken.

Price panic is not the signal.

Distance from trend is the signal.

Right now, Bitcoin is sitting in the historical zone where pessimism has paid asymmetrically.

The market sees weakness.
The model sees compression.

[Fred Krueger @dotkrueger]

When you buy this cheap, expect massive CAGR

Median 1-year CAGR: +171%

[James E. Thorne @DrJStrategy]

Fun fact of the day

This is not the 1970s!!

Wall Street economists still don’t get it.

Raising rates does nothing to fix the relative price shifts caused by a supply shock. Their fear that second- and third-order effects will trigger a 1970s-style inflation spiral is based on flawed economics.

Kevin Warsh understands this. Most of them don’t.

[James E. Thorne @DrJStrategy]

Truth 👇

[The Bitcoin Historian @pete_rizzo_]

BREAKING: COINBASE JUST URGED CONGRESS TO REMOVE TAXES FOR #BITCOIN PAYMENTS

"YOU SHOULD NOT NEED AN ACCOUNTANT TO BUY A PAIR OF JEANS WITH BTC"

BTC BEING USED AS MONEY, ITS COMING 🔥

[The ₿itcoin Therapist @TheBTCTherapist]

You can buy Bitcoin down -50% or you can buy the SpaceX IPO at the all time high.

This is an intelligence test.

[Anthony Ferrara @AntFerr24]

Trump says we have a deal before July 4th to celebrate America’s 250th. Bookmark this.

[Anthony Ferrara @AntFerr24]

@TheBTCTherapist Do we get refunds on our contributions?

[James E. Thorne @DrJStrategy]

This 👇

[James E. Thorne @DrJStrategy]

Today we get the May CPI print:

This release will capture the temporary energy supply shock tied to US-Iran tensions, not a sign of systemic inflation.

A supply shock simply changes relative prices. Why does everyone, including central bankers, forget basic undergraduate economics?

With President Trump finishing up the Iran operation, oil is heading below $90, further proof this is transient.

Will Wall Street show its Keynesian reflex with these CPI numbers the same way it did with the jobs report?

Keynesian brain rot is still very much evident on the Street.

Inflation is not the crisis many portray.

[Michael Saylor @saylor]

My beliefs: Retweets are notifications, not endorsements. Constructive dialogue leads to better outcomes. Bitcoin is hope and economic empowerment for everyone. Every good-faith effort to strengthen the network should be welcomed.

[Bitcoin News @BitcoinNewsCom]

Congrats, you just survived the worst week in Bitcoin since the FTX crash.

Nobody said hodling was easy.

[Anthony Ferrara @AntFerr24]

CPI

[On-Chain Mind @OnChainMind]

Bitcoin’s supply in loss just surged from 34% to over 50% in a single month.

That 50/50 split has marked every major bear market bottom since 2010.

The question isn’t whether we’re in capitulation, it’s whether the floor holds or we get one final flush👇🏼