Bitcoin Insights

Latest news and insights on Bitcoin; Bitcoin enthusiast & evangelist; Orange-Pilled in 2022; “There is no 2nd best”; $BTC $MSTR $ASST $STRC $SATA $MPJPY DYOR

[Joe Burnett, MSBA @IIICapital]

99% of the world’s capital is managed by people who never thought to study the origins and fundamentals of money itself.

That is the opportunity 🟠.

[Bitcoin Insights @BTCInsightPro]

@ZynxBTC A close second would be to implement the de minimis tax exemption on purchases paid with Bitcoin that would eliminate capital gains taxes for amounts under a certain threshold ($600 or less, for example).

[Fred Krueger @dotkrueger]

Facts

1. We are in the 5% cheapest Bitcoin has ever been
2. Comparable valuations to 2018 capitulation, March 2020, FTX bottom

You can verify on Claude or ChatGPT

[Bitcoin Insights @BTCInsightPro]

Tax loss harvesting + no wash sale rule on Bitcoin = Strategy (or you personally) can sell Bitcoin bought at $125k and immediately buy back a few seconds later at $62k.

The other reason is to show credit agencies that Bitcoin is liquid and should not be treated as having a current value of $0 on a balance sheet.

The haters will say there is no intrinsic value but showing regulatory agencies like Basel III that it’s, at the very least, greater than a value of $0.01 and can be sold at any time 24/7 is significant.

[Bitcoin Insights @BTCInsightPro]

@mc_khristina @ZynxBTC $STRC will turn 1 in about 7-8 weeks.

If it was a human being, it just started learning to crawl, growing teeth and got introduced to some solid foods a few months ago.

Imagine someone saying that the baby has absolutely failed at this current time in its life.

[Bitcoin Insights @BTCInsightPro]

@Jarretts2k @SimplyBitcoin ✅🫡

[Billy ₿oone @thebillyboone]

The strategy is simple:

buy as much Bitcoin as you can between now and November

[theficouple @theficouple]

Reminder for all young parents:

You only get:
- 1 Summer with your baby
- 3 with your toddler
- 9 with your child
- 5 with your teenager

This time is precious. Don’t rush it.

[True North Clips @Truenorthclips]

The monthly $STRC dividend is $100 million.

$MSTR traded $52.6 billion in May.

The monthly dividend is 0.19% of that volume.

Would anyone care if they paid the dividend by selling 0.19% of average daily trading volume?

Absolutely not.

The math is deafening.
@PunterJeff @AdamBLiv

[True North Clips @Truenorthclips]

Bears say $MSTR selling $BTC to pay dividends will crash the market.

Here's what that actually looks like.

$BTC trades $7.3 trillion a year.

The annual dividend obligation is $1.7 billion.

That is 0.02% of annual $BTC volume.

Not 2%. Not 0.2%.

0.02%.

It is infinitesimally small.

Do the math before you spread the FUD.
@PunterJeff @AdamBLiv

[David Lawrence @d_1awrence]

$STRC is currently $92 a share.

The market is totally irrational.

Are people seriously expecting it to not return to par again? 😂

8% capital gain when it returns to par + 11.5% annualised dividend payment.

This is the easiest 19.5% annualised return you'll ever make in your life.

NFA. DYOR.

[Bitcoin Insights @BTCInsightPro]

@CryptoKaleo Imagine being bullish on Bitcoin but not bullish on the company that has the largest moat of Bitcoin and could pay dividends for decades even if Bitcoin dropped to $7k and stayed there for months.

[Senator Cynthia Lummis @SenLummis]

The Clarity Act doesn't pick winners. It creates a level field where the best ideas win. That's how America is supposed to work.

[Bitcoin Insights @BTCInsightPro]

@Polymarket Would’ve loved to see this post in 2022.

$50k-$60k in 2026 = $15k-$20k in 2022

[Bitcoin Insights @BTCInsightPro]

$SATA and $STRC are such steals below $95 per share.

RISK IS MISPRICED. It’s a shame people don’t understand.

Certified Financial Planners are trying to model out their clients earning 7-8% until retirement and these instruments yield 11.5%-13% tax deferred and the companies will do everything possible to peg the share price at $100 and have the cash runway and bitcoin on the balance sheet to be able to pay those dividends well into the future.

Fear is irrational though.

The feelings are real, but they are not reliable.

DYOR and check the math on @Strive and @Strategy balance sheet and compare it to the risk and leverage on the balance sheets of other S&P 500/Nasdaq 1000 stocks to compare.

[Bitcoin Insights @BTCInsightPro]

Probably nothing.

[Coinbase 🛡️ @coinbase]

The first ever Fannie Mae-insured mortgage backed by BTC in the U.S just got funded.

Originated and serviced by Better, powered by Coinbase.

Rolling out nationwide this summer.

[Michael Saylor @saylor]

https://t.co/yeG4PgpjEq

[SightBringer @_The_Prophet__]

⚡️Bitcoin is the first asset in modern history whose main product is refusing to die.

That is why Hal Finney’s line is so powerful.

He saw the actual mechanism before almost anyone else.

Bitcoin does not become valuable because someone promises yield, growth, dividends, guidance, or political backing.

Bitcoin becomes valuable because it keeps surviving every attempt to dismiss, ban, corrupt, fork, ridicule, financialize, and bury it.

Every day it survives, the world has to quietly update.

At $0.01, the bet was “this is probably a toy.”

At $15, the bet was “maybe this survives among weirdos.”

At $1,000, the bet was “maybe this becomes a speculative asset.”

At $20,000, the bet was “maybe this becomes digital gold.”

At $60,000+, the bet became “maybe this is a permanent monetary rail.”

The price is just the visible surface of that probability update.

Bitcoin’s real chart is not price. It is death probability collapsing over time.

That is what skeptics still do not understand.

They think Bitcoin has to keep proving itself with new arguments. It doesn’t. Time is the argument. Blocks are the argument. Halvings are the argument. Failed bans are the argument. Exchange collapses that fail to kill it are the argument. Bear markets that fail to erase it are the argument. Governments regulating it instead of destroying it are the argument. BlackRock packaging it is the argument. States discussing reserves are the argument.

Bitcoin wins by making disbelief more expensive each year.

The real genius of Bitcoin is that it turned survival into compounding credibility. Most assets need management teams to execute. Bitcoin needs the network to keep producing blocks and refusing invalid rules. That sounds simple, but simple is the point. It is a machine that converts time, energy, and consensus into monetary credibility.

Fiat credibility decays because humans keep modifying the promise.

Bitcoin credibility compounds because the promise keeps refusing modification.

That is the entire civilizational split.

Every fiat system eventually asks for trust again. Trust us through this emergency. Trust us through this deficit. Trust us through this war. Trust us through this bailout. Trust us through this inflation. Trust us through this temporary measure. Trust us through this debt spiral.

Bitcoin says: verify.

That is why it terrifies the old system. It exposes money as a credibility game and then offers a version where the rules do not need a priesthood.

The hardest truth: Bitcoin is no longer trying to become legitimate. Legitimacy is slowly being forced to route through Bitcoin.

That does not mean the path is clean. There will be crashes, confiscation attempts, custody failures, regulation, taxation, ETF paper games, political attacks, quantum fear cycles, and stupid leverage blowups. None of that changes the core. Those are stress tests.

The longer Bitcoin survives the stress tests, the more absurd the zero case becomes.

The zero case was plausible in 2010.

It is now mostly a psychological defense mechanism for people who missed the compounding of monetary credibility in real time.

Bitcoin is not just an asset anymore. It is a running referendum on whether trust in code-backed scarcity can outlast trust in political restraint.

And the answer keeps getting clearer.

Every block says the same thing:

The promise held again.

[CoinDesk @CoinDesk]

LATEST: More than half of all $BTC in circulation is now held at an unrealized loss, a signal that has coincided with every major bear market bottom in history.