Thoughts from a friend in the community with 20+ years of successful investment experience:
Fifteen years ago today, Satoshi Nakamoto logged into the Bitcoin forum for the last time and vanished. No manifesto, no grand vision, not even a "good luck."
The moment he disappeared, he completed the institutional loop—transitioning from technical decentralization to the decentralization of cognition and authority.
In terms of human evolution, the creator of new production relations stands far above the creator of productive forces. He saw clearly that once "trust" becomes a prerequisite for a system, that system is destined to collapse (sustained only by massive friction costs until it does).
So, he created a new set of production relations, stripping trust from the institution. His system is self-consistent, relying solely on game theory and mathematics. Almost single-handedly, he enabled a quantum leap in human production relations. In my view, his influence rivals that of the Code of Hammurabi—codifying power into law/grammar.
The Bitcoin in his wallets is now worth up to $100 billion, yet not a single satoshi has ever moved.
Over the past decade, I have repeatedly pondered the few words he left behind. His insight, restraint, execution, character, and demeanor move me deeply and have benefited me for a lifetime.
I originally intended to add my own commentary to each quote. I wrote and rewrote, but ultimately deleted everything. I realized that anything I wrote—even a single word—would only pollute the purity of his text.
✅ SoSoValue Service Restored After Cloudflare Outage
Earlier today, a global Cloudflare disruption impacted access to SoSoValue and many major websites. We’re happy to confirm that services are now fully recovered.
. This was an external Cloudflare issue
. All assets and data have always safe
Thank you for your patience if you experienced any issues.
If you know of any great alternative solutions for preventing or mitigating CDN outages, we’d love to hear your suggestions 👇
- The SoSoValue Team
Reply to this post with your EVM wallet address for some MON on Monad mainnet - launching on Monday.
The MON will cover your first few gas fees so you can start using the chain right away.
You must be following @monad to receive it.
1/ MONAD’s token sale exploded at launch… then slowed to a crawl. We’re now halfway through the sale window — and it’s nowhere near full. @monad
https://t.co/GN92Wf2zSR
What do you think happens next? 👇 Poll below
🟢System Upgrade Complete
The maintenance scheduled for Nov 9 has now been successfully completed. Take a bit longer than expect but everything running smooth now.
All EXP Tasks and Affiliate, Program functions are back online.
Thanks for your patience and support!
#Maintenance #SoSoValue #AffiliateProgram
Bitcoin May Be Facing Its ‘Final Drop’: The Real Liquidity Squeeze Is Already Unfolding
🧵A powerful breakdown by SoSoValue Research Comminty Member ET(Agarwood Capital) reveals how structural USD liquidity squeeze is putting pressure on risk assets:
·💰 TGA balance surges toward $1T, draining market liquidity
·⚠️ SOFR–FDTR spread spikes +30bps, signaling funding stress
·🏦 Fed forced to restart overnight repos, injecting ~$30B liquidity (first since 2019)
With the U.S. government shutdown stretching past historical highs, the Treasury has been pre-emptively “hoarding cash” via heavy issuance — locking dollars in TGA and starving the system of liquidity. BTC is simply the most sensitive asset to react.
But this setup may also mark a turning point — once spending resumes post-shutdown, TGA unwinds, and liquidity returns, crypto could be staring at the “final flush” before recovery. As now markets expect a deal before Nov 15 (pre-Thanksgiving recess) to terminate the shutdown.
📊 Full breakdown available via: https://t.co/wg5FwJiYlb (Multi-language support)
🔍The SoSoScholar 2025 Research Competition ends this month — don’t miss your chance to participate! Join our amazing community of researchers. https://t.co/2Ql7TSI9KH
Reply to this post with your EVM wallet address for some MON on Monad mainnet.
The MON will cover your first few gas fees so you can start using the chain right away.
You must be following @monad to receive it.
The OPN Testnet is LIVE.
A sovereign Layer-1 built for apps that demand reliability, transparency, and scale.
With the launch, we’re introducing an exclusive, limited-time Genesis n-Badge for early testers.
Claim yours → https://t.co/EFAuvdWwEc