📜 Mark it in stone — Malaysia’s first 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 is complete! 🇲🇾 And here is an appreciation thread to recognise 𝗔𝗟𝗟 who made it possible. 🙌🧵 [15/15] >>>
Thursday I’m moderating the only Bitcoin panel at @MalaysiaBCW where I’m keen to unpack the work on institutional frontlines even in this period when Bitcoin sentiment is all time low.
📍: World Trade Centre, Kuala Lumpur
📅: 29–30 July 2026
🎟️: https://t.co/g0lqOvZm4S
#MYBW26
𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗥𝗲𝘀𝗲𝗿𝘃𝗲 🇲🇾
“𝘞𝘩𝘢𝘵 𝘸𝘰𝘶𝘭𝘥 𝘺𝘰𝘶 𝘴𝘶𝘨𝘨𝘦𝘴𝘵 𝘵𝘩𝘦 𝘗𝘳𝘪𝘮𝘦 𝘔𝘪𝘯𝘪𝘴𝘵𝘦𝘳 𝘥𝘰 𝘵𝘰 𝘶𝘯𝘥𝘦𝘯𝘪𝘢𝘣𝘭𝘺 𝘤𝘦𝘮𝘦𝘯𝘵 𝘔𝘢𝘭𝘢𝘺𝘴𝘪𝘢 𝘢𝘴 𝘢 𝘤𝘳𝘺𝘱𝘵𝘰 𝘩𝘶𝘣 𝘪𝘯 𝘈𝘴𝘪𝘢?”
That was the question posed to me on stage at Malaysia Blockchain Week last Monday.
My answer? Establish a National Bitcoin Reserve.
_____________________________________
But why Bitcoin and why now?
Here are 6 additional reasons I offer to contextualize:
𝟭. 𝗧𝗵𝗲 𝗕𝗶𝗴𝗴𝗲𝘀𝘁 𝗦𝗶𝗴𝗻𝗮𝗹
A national Bitcoin reserve sends the clearest message: that Malaysia understands Bitcoin, has the leadership maturity to manage it, and is preparing its people for the next monetary era.
𝟮. 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗜𝘀 𝘁𝗵𝗲 𝗠𝗼𝘀𝘁 𝗦𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝗣𝗹𝗮𝘆
Skepticism is exactly why the opportunity still exists. Many still conflate Bitcoin with memecoins, NFTs, or scams. But Bitcoin is fundamentally different— a sovereign-grade asset with unmatched resilience, transparency and verifiable scarcity. As global understanding matures, the window for asymmetric advantage is closing.
𝟯. 𝗜𝘁 𝗣𝗮𝘆𝘀 𝘁𝗼 𝗕𝗲 𝗘𝗮𝗿𝗹𝘆
Only a handful of countries (e.g. El Salvador, Bhutan, the U.S., Pakistan) have acknowledged sovereign Bitcoin holdings. If Malaysia moves now, it has a chance to stand out as a leader—attracting global thought leaders like @saylor, @LynAldenContact, and @saifedean to take notice.
𝟰. 𝗖𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗶𝗼𝗻 𝗧𝗮𝗸𝗲𝘀 𝗧𝗶𝗺𝗲
Establishing legal clarity, custodial infrastructure, and inter-agency coordination doesn't happen overnight. Like the U.S. formalizing its seized crypto frameworks, Malaysia must begin laying the groundwork now. It only takes political will.
𝟱. 𝗕𝘂𝗶𝗹𝗱 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲
Bitcoin offers a non-correlated hedge against global monetary instability. It is resistant to currency debasement, geopolitics, and foreign influence. A resilient nation needs stores of value that are borderless, incorruptible, and self-custodiable.
𝟲. 𝗥𝗲𝘃𝗲𝗿𝘀𝗲 𝘁𝗵𝗲 𝗗𝗿𝗶𝗳𝘁: 𝗙𝗿𝗼𝗺 𝗦𝗮𝘃𝗲𝗿𝘀 𝘁𝗼 𝗗𝗲𝗯𝘁𝗼𝗿𝘀
Debt has long played a massive role in nation-building— enabling skyscrapers, highways and urban transformation. But in an age of global monetary debasement, rising living costs and widening inequality, its worth asking: is debt the only way?
𝗔 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗥𝗲𝘀𝗲𝗿𝘃𝗲 𝗼𝗳𝗳𝗲𝗿𝘀 𝗠𝗮𝗹𝗮𝘆𝘀𝗶𝗮 𝗮 𝗽𝗮𝘁𝗵𝘄𝗮𝘆 𝘁𝗼 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻 𝗶𝗻𝘁𝗼 𝗮 𝘀𝗮𝘃𝗶𝗻𝗴𝘀 𝗯𝗮𝘀𝗲𝗱 𝗻𝗮𝘁𝗶𝗼𝗻.
Unlike traditional reserves, Bitcoin doesn’t degrade over time. It rewards patience, planning, and fiscal discipline. This shift won't happen overnight—but the strategic upside is greatest for nations that act in the next 5–10 years.
𝗖𝗵𝗼𝗼𝘀𝗲 𝘄𝗶𝘀𝗲𝗹𝘆, 𝗠𝗮𝗹𝗮𝘆𝘀𝗶𝗮.
𝙄𝙛 𝙤𝙣𝙡𝙮 𝙄 𝙗𝙤𝙪𝙜𝙝𝙩 𝘽𝙞𝙩𝙘𝙤𝙞𝙣 𝙮𝙚𝙖𝙧𝙨 𝙖𝙜𝙤.
How many of us have said this before?
The reality: 𝙔𝙤𝙪 𝙥𝙧𝙤𝙗𝙖𝙗𝙡𝙮 𝙬𝙤𝙪𝙡𝙙𝙣’𝙩 𝙝𝙖𝙫𝙚.
I’ve watched this phenomena play out for years — interest in Bitcoin explodes when its price achieve new heights. But when it pulls back? That’s when most people freeze... or forget.
Yet these moments— 𝘄𝗵𝗲𝗻 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗵𝗮𝘀 𝗿𝗲𝘁𝗿𝗮𝗰𝗲𝗱 𝗯𝗲𝗹𝗼𝘄 $𝟭𝟬𝟬𝗞, are exactly when you should lean in and take action.
𝙎𝙤 𝙬𝙝𝙖𝙩 𝙢𝙖𝙠𝙚𝙨 𝙩𝙝𝙚 𝙙𝙞𝙛𝙛𝙚𝙧𝙚𝙣𝙘𝙚?
After 8 years in this space:
I realize it's not luck.
It's not timing.
It's not insider info.
𝗜𝘁'𝘀 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗳𝗿𝗼𝗺 𝗳𝗶𝗿𝘀𝘁 𝗽𝗿𝗶𝗻𝗰𝗶𝗽𝗹𝗲𝘀.
✅ What gives Bitcoin value in its first place
✅ How did it become a trillion dollar asset class
✅ Why nations, banks and asset managers are embracing Bitcoin
If you are keen to become the few Malaysians who truly understands these — not just at a surface level, but deeply, I have 𝘁𝘄𝗼 𝗺𝗼𝗿𝗲 𝘀𝗽𝗼𝘁𝘀 for my Bitcoin training this Saturday, Nov 22.
Start now.
Start with clarity.
Start with first principles.
Feel free to drop me a message.
𝗠𝘆 𝗗𝗠𝘀 𝗮𝗿𝗲 𝗼𝗽𝗲𝗻.
Bad take
First, only in crypto (DEX's in particular) is there this kind of transparency. *Everyone* can see the action that this account took. Nowhere in tradfi is such a thing possible.
Second, that a whale likely had knowledge of a soon-to-be-public global news event, is not an indictment of crypto. It's an open, permissionless system. Anyone can use it, on the same set of rules.
What you're actually mad about is that someone had this special information and traded on it, and this is inevitable when markets are so bound to regulators and policy makers, who can cause such dramatic changes based on a single tweet.
Perhaps, perhaps, the real issue is that our markets have too much influence from such privileged political positions.
In crypto, everyone plays by the same set of rules, transparently.
In politics, everyone plays by different rules, opaquely.
Don't mistake the symptom (market reaction) for the disease (market coercion).
𝐒𝐚𝐫𝐚𝐰𝐚𝐤 𝐚𝐧𝐝 𝐁𝐢𝐭𝐜𝐨𝐢𝐧.
Sarawak’s backbone party enters 2025 with unstoppable energy, and the vibes were 💯.
As Sarawak’s backbone party strides into 2025, the energy is undeniable, and the momentum is real. “Public policy politics” remains palpitating at the heartbeat of PBB’s mission.
But to be a party of the future, we must stay ahead of the curve on groundbreaking technological trends.
In my address today, 𝐁𝐢𝐭𝐜𝐨𝐢𝐧 takes centre stage as Sarawak advances on all fronts. We cannot be left behind in what probably might be the most consequential asset of the neo-financial system.
> Bitcoin Strategic Reserve
> Pro-crypto Policy
> Blockchain at the Epicentre of Technology
WAGMI.
We love to see more technical workshops popping up across communities thanks to @btceducationhub and the @FrostsnapTech team. Well done 🙌
Register here: https://t.co/5u8q5HTp4j
𝗪𝗵𝘆 𝗦𝗮𝘆𝗹𝗼𝗿 𝗪𝗶𝗹𝗹 𝗦𝘂𝗿𝘃𝗶𝘃𝗲 𝗘𝘃𝗲𝗻 𝗮𝗻 𝗘𝘅𝘁𝗿𝗲𝗺𝗲 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗣𝗿𝗶𝗰𝗲 𝗖𝗿𝗮𝘀𝗵 𝗼𝗳 𝟴𝟱% 📉
Last week at Bitcoin Asia 2025, Jeff Walton (@PunterJeff) delivered a quote that caught my attention.
“𝘛𝘩𝘦 𝘱𝘳𝘪𝘤𝘦 𝘰𝘧 𝘉𝘪𝘵𝘤𝘰𝘪𝘯 𝘤𝘰𝘶𝘭𝘥 𝘧𝘢𝘭𝘭 85%, 𝘢𝘯𝘥 𝘚𝘵𝘳𝘢𝘵𝘦𝘨𝘺 𝘸𝘰𝘶𝘭𝘥 𝘴𝘵𝘪𝘭𝘭 𝘣𝘦 𝘢𝘣𝘭𝘦 𝘵𝘰 𝘱𝘢𝘺 𝘰𝘧𝘧 𝘪𝘵𝘴 𝘭𝘪𝘢𝘣𝘪𝘭𝘪𝘵𝘪𝘦𝘴 𝘪𝘯𝘵𝘰 𝘵𝘩𝘦 𝘧𝘶𝘵𝘶𝘳𝘦.”
But how? Most people view Strategy Inc as a levered Bitcoin casino, a liquidation time bomb waiting to happen.
If the statement holds true (Strategy can withstand an 85% drawdown), that’s not gambling in my book— it is a rare type of resilience.
That’s exactly why I decided to dig deeper, tracing every Bitcoin financing decision @MicroStrategy made since 2020 to 2025.
Let’s explore together >>> 🧵