Lucas

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[Lucas @LuccasCH4]

Embrace the asset that moves through digital pipelines at C speed, at 0 friction, at 0 cost, 24/7/365.

Embrace the moral code cast in cyberspace that allows you to withdraw from a corrupt system that dilutes your time and energy and plug into a network that protects it.

[Lucas @LuccasCH4]

@RoaringRagnar Strive seems to be the fastest horse today increasing BTC/share 1.2% (85% annualised) last week. Metaplanet needs to get their pref listed ASAP, otherwise risk missing out on a huge amount of BTC/share increase this cycle losing #2 spot to ASST.

[Lucas @LuccasCH4]

@FormerDrJeff Yes! Bitcoin is ethical economics (absolute scarcity) encoded in the laws of physics (energy), and thus perfect money.

[Lucas @LuccasCH4]

@stefanvanderlux @galaxyhq Open DM

[Lucas @LuccasCH4]

@TylerDurden @van00sa Courchevel ;)

[Demis Hassabis @demishassabis]

It’s 2am again, my favourite time, and as always reality is still staring me in the face 🧐

[Lucas @LuccasCH4]

@knutsvanholm Yes

[Lucas @LuccasCH4]

@RoaringRagnar Also individuals selling spot to buy the ETF or a treasury company. Just changes the custody structure, hard to track doing blockchain analytics…

[Lucas @LuccasCH4]

@Lovandfear Cosmos - Carl Sagan

[Lucas @LuccasCH4]

@dotkrueger Courchevel = A++

[Lucas @LuccasCH4]

@comic BTC/share increase shouldn’t be looked at in isolation. You should embed the mNAV at moment of share purchase. If BTC/share % increases but mNAV % contracts, you will underperform BTC. If mNAV is 1 + BTC/share increases = BTC outperformance.

[Lucas @LuccasCH4]

@Mayk_12 @zerohedge 10k by end of trumps term

[Lucas @LuccasCH4]

@AndreasSteno @calvinfroedge 😂

[Lucas @LuccasCH4]

@AtlasXThugged @elonmusk @RolandForTexas Beautiful comment

[Lucas @LuccasCH4]

@TedHZhang Bitcoin

[Lucas @LuccasCH4]

If money is time and energy in abstract form then governments printing money is equal to printing time and energy, which violates the laws of physics (impossible). Bitcoin is money tied to energy, tied to reality (to truth). It’s ethical economics encoded in the laws of physics. @elonmusk

[Elon Musk @elonmusk]

We cannot understand the true nature of the Universe, unless we question deeply.

I want to know what is real, even if the answer is total obliteration of my consciousness.

[Lucas @LuccasCH4]

@KobeissiLetter @VolatilityVIX I think you should look at it not in isolation. Include deregulation, lower taxation, and increased energy production, which could actually be deflationary mid/long term. In the end, it’s perpetual monetary expansion that drives inflation, not a one time tariff price hike.

[Dylan LeClair @DylanLeClair]

Metaplanet Files ¥555B ($3.69B) Shelf Registration for Two Classes of Perpetual Preferred Stock

Class A: Senior, Fixed, Cumulative, ≤6% Dividend
Class B: Convertible, Cumulative, ≤6% Dividend

Mission: Lead a Renaissance in Japan’s Fixed Income Capital Markets.

[Lucas @LuccasCH4]

@gustavo_xAM @matthew_sigel $22.76 is the correct 1x mNAV share price for 121.7m FDS.

[Lucas @LuccasCH4]

It’s so obvious that portfolio managers will use and eventually be overtaken by more intelligent AI/LLMs, as these models clearly assign value to BTC as an investment it’s obvious that over time more and more ‘traditional PM’ capital will flow into BTC

The usage of AI by portfolio managers will be correlated to the amount of BTC held in a portfolio