Mathias Mueller

[Mathias Mueller @MathiasJMueller]

@f_schaeffler Hier die Antwort von SPD MdB für Frankfurt am Main Armand Zorn…

[Frank Schäffler @f_schaeffler]

Der neue Finanzplan des Bundes ist ein Offenbarungseid:

Zinsausgaben 2021: 4 Mrd. €
Zinsausgaben 2027: 41,9 Mrd. €
Zinsausgaben 2030: 80,7 Mrd. €

80 Mrd. € – das ist mehr als der gesamte Wehretat 2025. Geld, das nichts beschafft, nichts baut, niemanden schützt. Es bezahlt nur die Schulden von heute.

Die Rechnung zahlt die nächste Generation. #GenerationDebts

[₿itcoin ₿eliever @BTCBeliever21]

🚨PEOPLE ON X ARE WRONG ABOUT STRATEGY

People on @X misunderstand @Saylor, @Strategy, $MSTR and $STRC

There’s rampant misportrayal, misinformation and a lack of insight.

I’m confident and hold ~$200,000.00 of $MSTR, both personally and in my business.

Now ask me anything 👇

[Mathias Mueller @MathiasJMueller]

@ProfessorPape Trump will be gone in 3 years and things will return to normal… We all are better of as allies…

[_Checkmate 🟠🔑⚡☢️🛢️ @_Checkmatey_]

Every mean reversion model, from technical to onchain is trading within bottom formation levels, typically seen after the price capitulation event (which Dec 2018 and Jun 2022 were examples of).

Both sell-offs in Nov and Feb are in the hall of fame of Realised Loss onchain. Not the biggest in relative terms, but by far the largest in USD terms, over $7.5 Billion over just those two days.

We're in the bottom 20% of the most conservative, and bottom 5% of the most aggressive deviations from any sane anchor model.

Either Bitcoin is dead, will no longer mean revert, and all your models are broken...

...Or you should be ignoring the bears, staying very humble, and quietly DCA stacking sats from here on.

Price pain is largely behind us imho, however time pain likely remains. It will claim many who don't want to see the rest of the movie.

We often experience retests of the lows, leaky price charts, powerful rallies...and then lower lows...often with a final capitulation event to book-end the time-pain chapter of the bear.

In my view, even though this sounds horrific, it is unlikely we have anywhere near the aggressive rate of decline, nor depth of decline as has already occurred in Nov'25 and Feb'25. The hard part of the drawdown is most likely behind us.

The difference between $17.6k in June 2022, and $15.6k in Dec 2022...was six months (the price delta is frankly irrelevant for any long-term investor).

There is no rush, but these Bitcoin prices are temporary. How temporary we do not know, but it's tremendously oversold, and there are few statistics I am aware of that suggest otherwise.

The bears will spend the next few months liquidating their trading accounts trying to short the bottom of a painful chopsolidation range. The bulls will do the same by getting too hopeful at the range highs.

Investing is a game of picking great assets, accumulating at low prices, and then being patient as fuck.

The 200-week MA is at $58.5k, a mere bees dick below the $60k low we already set. There are still folks out there who want to haggle over the missing 3%.

The Realised Price is at $55k, which from first principles, should stop being visited over time, as it deviates due to unrealised profit in lost coins (a topic for another day). We've already cleared every excess leverage level down to $60k, no stop losses survived February's move.

This is the time to stay humble, and stack sats.

If you're not actively accumulating Bitcoin at this stage, then when? Don't fantasise over lump summing the exact bottom wick. You will be too scared to do it on the day.

Buy the whole bottom. Dollar cost average for the next six months, and remove your emotions from the problem at hand.

A final note; ignore the bears. They will perpetually revise their targets lower and lower, and get plenty of clicks for doing so. Humans love bear-porn because we're wired to avoid risk.

This is literally what a de-risked setup looks like for Bitcoin.

Ignore the bears, they lack ambition.

[Daractenus @Daractenus]

One by one, Europeans mentioned in the Epstein files who still hold political office are beginning to resign or are being forced out of office.

Meanwhile, ruled by an administration almost entirely made up of Epstein associates, the US carries on as if nothing really happened.

[Mathias Mueller @MathiasJMueller]

@julianhosp Poor dude has lost his way - cheap Engagement farming. Waste of Space. Time to block

[RŌNIN @ronin21btc]

111K #BITCOIN!!!

[Mathias Mueller @MathiasJMueller]

@elonmusk @CommunityNotes You are losing it Elon

[Mathias Mueller @MathiasJMueller]

@Jaguar This is just awful. What are you doing to your brand.

[Stack Hodler @stackhodler]

What are you actually buying when you buy Bitcoin?

Some will say you're buying a piece of the world's strongest computing network.

True, but it misses the point.

When you buy Bitcoin, you're buying a category-leading tech product that solves a universal problem:

Where to put your hard-earned savings so that they can't be seized or debased.

The real killer feature is that last part: Bitcoin cannot be debased.

There will always be more fiat, more homes, more big tech shares, more government bonds, more gold bars, more sports cars, etc.

But there will never be more than 21 million Bitcoin.

Which means it's virtually guaranteed to gain purchasing power relative to everything else you may want.

And the world's strongest computing network protects that guarantee.

There is no other product like this.

Bitcoin has a monopoly on long-term, sovereign, digital wealth storage.

So if you want your life to improve over time, you buy Bitcoin.

If you want to provide a nicer home for your family, you buy Bitcoin.

If you want to stop stressing about bills or looking at prices on menus, you buy Bitcoin.

But the buying is the easy part.

Patience, confidence, and commitment to hodling in the face of volatility is the short-term price you pay for long-term freedom.

By the time your steadfast hodling pays off, you may find that honing those attributes ends up being more valuable than the money itself.

Of course, if you ever voice that opinion you'll only hear one thing: Easy for you to say! You bought Bitcoin under $100K!

[James Lavish @jameslavish]

Good morning.

There is something deeply wrong with a system that forces you to constantly put your hard earned money at risk in order to outpace the speed at which it is in turn silently stolen from you through relentless inflation.

Have a great day.

[Mathias Mueller @MathiasJMueller]

@AufstandLastGen @RaulSemmler Ihr seid die letzten Idioten

[Stack Hodler @stackhodler]

"Superintelligence is within reach."

If this is true, you could have just years to enjoy the world as it currently exists.

Soak it in. Do that thing you've always wanted to do.

How much did the trench-dwelling soldier of WW1 wish he could relive the halcyon days of pre-war Europe?

Do future you a favor and eliminate the biggest regrets you may have.

For the first time, humans could become the second most intelligent species on the planet.

Creating a superintelligence means handing over our control to something far smarter than ourselves.

Just as every other species is here by our good graces...

So too will we survive if and only if the superintelligence deems it appropriate.

That may sound absurd.

But there's nothing that physically prevents it.

It's possible, and some even say likely by 2030.

And when it arrives, our entire economic system is obsolete.

Since it's coming either way (every great power is in a race to make it happen) let's focus on the most optimistic outcome:

Billions of brilliant virtual workers will solve the most critical engineering problems we face.

They will invent new materials and unlock abundant energy.

They will create software that enables general-purpose robots.

They'll invent flawless self-driving vehicles to transport materials.

Or maybe they will synthesize materials where they're needed instead of transporting them?

Robots will eventually self-replicate to create a workforce of billions that are willing to work around the clock at the equivalent of $1 dollar an hour.

They will rapidly rewire our electrical grid to support their aims.

Or perhaps invent a new form of wireless, distributed energy.

With mental work done far cheaper and more brilliantly than any white collar worker, and with billions of cheap laborers doing the physical work...

Humans labor as a means of survival will suddenly seem barbaric.

Your grandchildren will view human labor the same way we view child labor or slavery.

This terrifies many people.

"People need work to be happy!"

And that's partially true.

Many a wealthy person, lottery winner, and retiree has faced an existential crisis after they no longer had to work.

But consider children.

They find joy just by playing with their friends, staring at clouds, running around, and spending time with family.

It isn't until they enter the school system that they begin to base their happiness on climbing a ladder, seeking external praise via grades, and focusing on their relative standing amongst their peers.

In other words, we have all been conditioned to seek happiness in the external.

But that's merely a byproduct of a world of scarcity where human competition determines access to resources.

It's a matter of mindset and personal philosophy.

With basic needs covered, the biggest challenge most humans will face will be how to survive the transition without falling into despair and depression.

Someone who was conditioned to value themselves based on their work may feel "useless" - but someone who values themselves based on how good of a friend, father, lover, they are could thrive.

In terms of investing and business...

How will businesses compete with a superintelligence?

How will a business maintain profits if everyone has access to nearly unlimited intelligence, labor, etc.?

If anyone can tell the magic genie: "make me an e-commerce brand that provides me $10 million per year in post-tax income"

And then have a virtual army of workers outperform even the most skilled human entrepreneurs to make that happen...

What business has a durable moat in that world?

Any profit will be immediately targeted and competed away.

Investing in equities becomes a very difficult proposition.

Almost everything will be abundant, but there will still be desirable things that are scarce:

- Your own time
- Waterfront real estate
- Access to pristine nature
- Bottles of La Tâche Grand cru

And finite #Bitcoin

To the extent that we still need to store value to determine who has access to those scarce things, the most logical idea is to store it in the scarcest, most predictable monetary asset possible.

And for now that is undeniably Bitcoin.

Nearly everything else will be increasingly abundant compared to finite Bitcoin.

But how will people get Bitcoin?

There will still be things that only humans can do.

Human touch, in-person conversation, experiences, sports, human entertainment like standup comedy, etc.

"Hand made" products could also maintain an appeal for a while because of their relative scarcity and wabi-sabi compared to mass-produced items.

The people who still desire rare luxuries, such as a bottle of DRC, will have opportunities to earn Bitcoin.

We are already in the early stages of this world.

Technology has already given us a level of abundance and wealth that people 100 years ago would have dreamed of.

The fiat world is designed to transfer these gains to the money-printing class...

But those who have already adopted #Bitcoin as their savings technology have watched their purchasing power and control over their time increase.

Anyone can opt into this superior system at anytime.

Bitcoin gives you more time.
It makes every desirable good more affordable.
It makes basics like food seem abundant.

In other words, Bitcoin lets you live in the future, today.

[Stack Hodler @stackhodler]

If only you knew how good things really are.

Holding Bitcoin has been a wild ride.

Many of us have watched our net worths rise and fall by millions in short periods of time.

Piss poor risk management? Absolutely.

But the volatility taught me lessons the Patagonia-clad market timers, hedgers, and diversifiers will never understand.

The biggest lessons in life are learned not by avoiding pain, but by powering through it.

And believe me, the volatility will teach you things.

At first, when you see a big red number you're sad.
And when the number turns green you're happy.

But what actually changed?

If you're planning on holding for years, then literally nothing has changed except some pixels on a screen and your mood.

Which, with all due respect, makes you a dumb ape predictably reacting to stimuli.

But worry not, fellow ape.

Once you realize it's your reaction to things that controls your experience, you have two options:

1. Change what's in front of you.
2. Train yourself to control your reaction to whatever is in front of you.

Both are useful strategies for life.

Step 1: Curate your environment.

Get rid of the negative garbage in your life.
Sprinkle in beauty whenever possible.

But you can't control everything.

So work on changing your reaction to the rest.

Make a game out of adding a positive spin to whatever you experience.

After all, this world is a beautiful place.

Your heart could have popped in your sleep last night.

But instead you're still here - for a blink of an eye in cosmic time - sandwiched between two periods of BILLIONS of years without you and everyone you love.

You're riding on a rock that is the perfect temperature for you to not freeze or combust.

A rock that has pulled pork, mangoes, and pizza on it.

A rock that will be entirely consumed by the sun one day.

But not today.

Today you get to experience it in all its glory before the sun incinerates everything.

Relative to that inevitable future... Things are EXCELLENT today!

So don't waste anymore time fretting about pixels on a screen.

Go out there and sample the fruits of this world while you still have the chance 🥂

[James Lavish @jameslavish]

With the 'sudden' onset of bank insolvency and credit risk, it seems a good time to peek at the US Treasury’s *own* financial position.

Take its debt temperature, so to speak. This is a long but really important one, so saddle up and settle in.

It's time for debt 🧵👇

[Mathias Mueller @MathiasJMueller]

@MedvedevRussiaE What a 🤡

[Mathias Mueller @MathiasJMueller]

@StackWisdom @ML_Philosophy Work

[Mathias Mueller @MathiasJMueller]

@EricMMatheny What bullshit