BitcoinSeito

fan of Austrian economics (Hayek, not Keynes), PoW (not PoS), #bitcoin only, $BTC class of 2016, My 4 BTC rules: 1- start now, 2- DCA, 3- buy dips, 4- HODL

[The Husky @Mr_Husky1]

In 1943, the Gestapo finally caught Raymond Aubrac, one of France’s most wanted Resistance leaders.

The German secret police sentenced him to death, and his execution was only days away.

At that very moment, his wife Lucie was six months pregnant with their second child.

Most people would have hidden, mourned quietly, and hoped for a miracle.

Lucie Aubrac chose a different path.

Using forged identity papers and a carefully crafted story, she walked directly into the office of Klaus Barbie, the man history would remember as the Butcher of Lyon.

She looked him in the eye and persuaded him to allow one final visit with her condemned husband.

But she wasn't there to say goodbye.

Inside the prison, Lucie studied everything.

She memorized the guards' positions, counted the time between patrols, and traced the exact route the prison truck would follow.

Every detail became part of a carefully planned mission.

On October 21, 1943, the prison truck carried Raymond and other prisoners through the streets of Lyon toward what should have been their final destination.

What the German guards didn't know was that Lucie had spent weeks assembling a Resistance team and planning an ambush with extraordinary precision.

When the truck reached the chosen location, her team struck without hesitation.

Gunfire erupted.

Amid the chaos, Raymond Aubrac was pulled from the truck and set free.

The operation had been organized by a woman who was visibly pregnant.

After the rescue, the couple disappeared into hiding.

Weeks later, Lucie gave birth to their daughter in a secret safe house while German forces searched across France.

They remained free until the w@r finally ended.

When peace returned, they chose to rebuild rather than retreat.

Raymond became an engineer and helped rebuild France's infrastructure.

Lucie became a respected historian, dedicating her life to ensuring the women of the French Resistance were never forgotten.

Together they raised three children, shared decades of life, and grew old side by side.

When asked why she risked everything, Lucie answered without hesitation.

"He was my husband. What else would I do?"

Their story proved that love is strongest when it refuses to surrender, even in history's darkest moments.

[The Italian American Civil Rights League @TheIACRL]

We were here before Zohran.

We will be here long after Zohran.

Little Italy will NOT be erased.

[Dylan LeClair @DylanLeClair]

The puzzle pieces are beginning to fall into place.

Yet, there is much more work to be done.

Gradually then suddenly.

[BitcoinSeito @CryptoSeito]

@spencerpratt 🤮

[TheBlaze @theblaze]

RUBIO: "Just weeks ago, a convicted sex offender and a foreign national was shielded from deportation by the governor of Minnesota. Tim Walz issued him a pardon. This week, I revoked his legal status and as of today, he has been removed from the United States."

[Jordi Visser @jvisserlabs]

I am going to spend a good deal on this important take from Matt this weekend on YouTube. As BTC closes in on the 50 day moving average and sentiment is brutal, I think everyone whether you believe in crypto or not, needs to read both the Scott Bessent speech and the Mohammed El-Erian NYT Op-Ed about the importance of the speech for Wall Street. You can no longer have no view on crypto or just call it a speculative asset especially with agentic commerce coming soon.

Bessent said clearly “Digital assets, stablecoins, tokenization, and new payment systems will help to shape the future of money. The United States should not consign itself to the sidelines while that future is built elsewhere.”

Do your homework now

[BitcoinSeito @CryptoSeito]

@Mericamemed @alphafox Wow the guy dodged a f”&$ing bullet… and even saved money. What a freak

[BitcoinSeito @CryptoSeito]

@GuntherEagleman Now add the Irish too

[BitcoinSeito @CryptoSeito]

@oliverhenry So happy you love it! Hint: remove your finger from the trigger as soon as you are done shooting. Never ever turn around with a weapon even lowered down. Guns are fun but you must learn the safe rules right now especially if you want to be a Texan 😏

[BitcoinTreasuries.NET @BTCtreasuries]

JUST IN: Strive $ASST CEO Matt Cole (@ColeMacro) just said, "Strategy $MSTR could become the largest company in the world if our #Bitcoin bull thesis plays out. They're building for the long term."

"Zoom out and look at the bigger picture." 🔥🚀

[BitcoinSeito @CryptoSeito]

@marryevan999 Guide

[SightBringer @_The_Prophet__]

⚡️America’s household-formation machine is broken.

A huge share of young adults living with parents means the system is quietly failing at one of its most basic functions: converting young workers into independent households.

That conversion used to create the next layer of demand, ownership, family formation, risk-taking, geographic mobility, and civic buy-in.

Now the conversion is jammed.

This is a shadow depression in adulthood.

The economy still counts these people as consumers, workers, students, gig earners, service users, and app users.

But structurally they are delayed households. Missing renters. Missing first-time buyers. Missing furniture demand. Missing appliance demand. Missing births. Missing small-business formation. Missing local churn. Missing confidence.

The hidden subsidy is the parental balance sheet. Parents are absorbing what wages, housing affordability, and credit conditions no longer support. That keeps the official system from breaking visibly. It also hides how weak the young-adult economy really is.

This is why the affordability crisis is existential. Housing is the gate into adulthood. When that gate closes, the social contract rots. Young people do not simply become “frustrated buyers.” They become structurally suspended. They work without arrival. They save without catching up. They age without ownership. That produces resentment, political volatility, lower fertility, lower mobility, and rising hatred of institutions.

The market implication is ugly but clear.

Near term, this is disinflationary drag through weaker household formation.

Longer term, it becomes explosive trapped demand if rates fall or prices clear. The desire to leave home has not vanished. It has been dammed up by payment math.

Lower the payment wall enough, and demand rushes back fast.

That is the policy trap. Keep rates high and the adulthood engine keeps dying. Drop rates too hard and trapped housing demand can reignite shelter pressure before supply catches up.

So the system has to force a managed affordability reset: lower funding pressure, lower asking prices, expand supply, suppress speculative demand, and preserve enough labor income to restart household formation.

Final read: this is the social core of the whole macro regime.

The labor market is hollowing, housing is unaffordable, and young adults are being held in suspended adulthood by parental balance sheets.

The system now needs managed reflation because the alternative is a generation that stops believing the adulthood bargain exists.

[Michael A. Arouet @MichaelAArouet]

Wealth tax explained:

1. Laura loves to cook, she risks all her life savings and opens a small restaurant: Laura‘s Kitchen

2. Laura works really hard, evenings, weekends, no vacations

3. The local community loves Laura‘s Kitchen, it’s a success, the restaurant gets larger, Laura hires 30 people from the neighborhood

4. Laura makes 1,5 Million € in profit, she pays 40% in income tax: 600,000€

5. The left „tax the rich“ party wins the elections, and introduces a wealth tax

6. Laura‘s Kitchen gets valued by the tax authorities at 25 Million €. Laura must pay 5% wealth tax: 1,25 Million €

7. The income tax of 600,000€ plus 1,25 Million € in wealth tax is more than the 1,5 Million € Laura makes

8. Laura cannot afford to pay more taxes than she makes, she closes Laura’s Kitchen

9. Laura loses her life savings despite years of hard work, 30 people lose their jobs, the state receives zero taxes

10. The local community goes to McDonalds again

11. The local left “tax the rich“ party members blame „capitalism“ for that on social media

12. Everyone gets poorer due to higher unemployment and lower tax revenues

Why is this so difficult for the left to understand?

[SightBringer @_The_Prophet__]

⚡️This is California’s fiscal exhaustion loop becoming visible.

The state built a model that depends on a very high-value tax base, expensive housing, progressive taxation, tech wealth, asset inflation, public-sector commitments, social spending, climate mandates, infrastructure promises, and constant confidence that the high earners will stay because California is California.

That model is now under strain.

When cost of living is already crushing households, new taxes do not land like abstract fiscal policy. They land as another proof that the state cannot make the place cheaper, so it keeps making the remaining productive base carry more of the load.

The mechanism is ugly.

Housing is unaffordable, young adults cannot form households, middle-class families leave, businesses face higher operating costs, high earners become more mobile, and the state responds by raising revenue from the people and firms that remain. That creates more exit pressure, more resentment, more tax avoidance, more political polarization, and a narrower taxable base.

This is how high-cost states enter fiscal compression.

They do not collapse all at once. They become more bifurcated. Wealthy asset owners stay in premium enclaves. Poorer residents remain tied to transfers, family, or local networks. Public-sector and nonprofit systems grow more dependent on state funding. The middle layer gets squeezed hardest because it has enough income to be taxed but not enough wealth to be insulated.

That is the real California fracture: the state is becoming hostile to ordinary independence.

A young person cannot easily leave home. A family cannot easily buy. A small business cannot easily absorb more cost. A normal worker cannot easily outrun rent, taxes, insurance, utilities, and regulation. The economy still looks rich because the top layer is extremely rich, but the social engine underneath is losing oxygen.

This also feeds national political sorting. Red states become the pressure valve for households and firms escaping the blue-state cost stack. Blue states respond by protecting services and raising revenue. Red states gain migration, tax base, congressional weight, and business formation. Blue states retain elite capital but hollow the middle.

The deeper read is that California is no longer just a state budget story. It is a preview of what happens when progressive public commitments collide with affordability collapse and mobile capital.

California is taxing into a household-formation crisis. That is the fatal contradiction. The state needs revenue to sustain its model, but the model itself is making ordinary life too expensive to reproduce.

More taxes may keep the budget alive, but they accelerate the middle-class exit and deepen the split between protected wealth and trapped dependency.

[James E. Thorne @DrJStrategy]

After Hormuz, Trump Should Squeeze Kharg.

President Trump has already changed the global energy chess board. By forcing the Strait of Hormuz back toward navigability and backing that effort with military pressure, he has shown that Iran does not get a permanent veto over the world’s most important energy chokepoint. That alone is a strategic reversal.

Now comes the harder question: what follows when diplomacy stalls and Tehran keeps testing limits?

The answer is Kharg Island.

President Trump himself has repeatedly put Kharg on the table, threatening to strike or even seize Iran’s main oil export hub if Tehran refuses to deal and keeps jeopardising shipping lanes. That is not bluster without logic. Is it time to finally act?

Kharg handles the overwhelming majority of Iran’s crude exports. It is the regime’s cash register, the hinge between oil revenue and coercive power, and a central source of discounted barrels flowing to China.

If Hormuz is being secured for global commerce, it makes little sense to leave Tehran’s principal export lifeline untouched. The right next step is not a sprawling occupation. It is a sustained campaign to shut Kharg down as a functioning commercial hub: tighter interdictions of tankers tied to Iranian liftings, harsher insurance and routing restrictions, and continued strikes on the military assets that shield terminal operations.

That would align means and ends. Keep the waterway open for everyone else. Narrow Iran’s ability to monetise defiance. Increase the cost to China of treating sanctioned Iranian crude as a cheap strategic side deal.

Trump likes leverage, and Kharg is leverage. He has already demonstrated that hard power can reset the diplomatic table. The next stage is to prove that when Iran drags out talks and tests ceasefires, Washington can move from securing the chokepoint to squeezing the revenue stream behind the provocation.

After Hormuz, Kharg is where pressure should move next.

[The Bitcoin Historian @pete_rizzo_]

JUST IN: 🇺🇸 CFTC CHAIR MICHAEL SELIG JUST ACCUSED DEMOCRATS OF OPENLY TRYING TO KILL THE #BITCOIN CLARITY ACT

THEY ARE TRYING TO STOP THE BILL "BECAUSE OF ETHICS ISSUES"

THEY ARE TARGETING PRESIDENT TRUMP AND HIS FAMILY

"THEY ARE DERAILING A REAL OPPORTUNITY TO HAVE A BIPARTISAN BILL"

"WE HAVE TO GET THIS DONE"

THE FIGHT IS REAL 🔥

[Krzysztof Szczawinski 🇵🇱 @Kristof_Poland]

For a Structure for The West

The West should stop speaking of itself in terms of markets, institutions, or military alliances. A civilization is not merely an arrangement of interests – it is a complex edifice and a living organism at the same time. It needs a body, a mind, a soul, a skeleton, and the will to endure.

America supplies the muscle: power, scale, dynamism, efficiency and youthful energy. It is the force that builds, defends, accelerates. In moments of danger, it acts. In moments of possibility, it expands.
It may be a bit clumsy at times, but is absolutely necessary. Without strength, no civilization survives; America remains the West’s vital engine.

France brings depth. It carries the memory of what civilization means: intellectual rigor, refined statecraft, philosophical clarity (sic!:), and cultural confidence. France reminds the West that power without meaning becomes mere machinery.

Italy gives form to beauty. Art, style, architecture, pleasure, and the wisdom of how to live well – these are not luxuries, but essentials of a healthy civilization. A world worth defending must also be a world worth inhabiting. Italy teaches that elegance is civilizational strength.

Poland contributes something harder to define, but perhaps most essential: spirit. The Spirit of Liberty, resilience, and survival. The refusal to surrender identity under occupation, pressure, or historical catastrophe. Poland remembers what many others have forgotten – that civilization is preserved not only by prosperity, but by sacrifice and inner endurance.

Together, these form something much greater than a political bloc. A civilizational organism. A living commonwealth: muscle, memory, beauty, and spirit bound together in one living whole.

But even a healthy organism needs structure. It needs bones, nerves, and an immune system. Institutions that defend it. Borders that preserve it. Traditions that transmit it. Laws that give it coherence. And people who are responsible for it.
Without structure, spirit dissipates, culture fragments, strength turns aimless, and beauty decays.

What else completes the living entity? Wisdom – to distinguish renewal from self-erasure.
Faith – to believe that this inheritance is worth carrying forward.
And the confidence to create families, cities, ideas, and futures rather than merely consuming what previous generations built.
The West needs disciplined elites who understand the above. Those elites have yet to be built…

A civilization survives when its spirit, culture, power, and beauty recognize themselves as parts of the same whole. The West’s challenge is not only to defend itself, but to understand and remember what kind of a living beast it is. 🦅

[BitcoinSeito @CryptoSeito]

@ParadisLabs @Micro2Macr0 Funny, same narrative with memory for MU than with BTC for MSTR 😂 I don’t care, in BTC since 2016, so been there seen that, backing the truck and loading now

[Sam Badawi @Sam_Badawi]

$META is breaking ground on a new 1GW AI-optimized data center in Sturgeon County, Alberta, its first data center in Canada and 33rd globally.

The project represents more than $13B CAD in investment, with around 3,000 construction workers at peak buildout and more than 300 long-term operational jobs.

[BitcoinSeito @CryptoSeito]

@Aviation_Intel Yeah but what is the point of having these “bases” if we can’t use them when we need them?