Nick Schmidt

"The lips of wisdom are closed, except to the ears of Understanding"--The Kybalion. #bitcoin #hodler

[Nick Schmidt @NickAlanSchmidt]

@saylor It’s obvious, there are 32 chess pieces, the game is either just starting or you are saying checkmate!

[Nick Schmidt @NickAlanSchmidt]

@bennyjohnson Fellow Iowan here!! I used to love listening to you, I trusted you, it was great listening to you make fun of people getting RATIOED, now you are one of them, I stopped watching you after I realized you were going to ignore the truth about CK 😢

[Jack Mallers @jackmallers]

They think we're stupid.

The @WhiteHouse said Iran’s nuclear facilities were "obliterated" in June 2025. Now we're escalating again? Why? And we're expected to finance this spending via inflation?

Fiat is perpetual war, debt, and inflation.

Opt out. Sell bonds. Buy bitcoin.

[Nick Schmidt @NickAlanSchmidt]

@WellsJorda89710 All in Christ are chosen!!! If Jews convert, they can be too, no one will be denied who turn from their wicked ways and decide to follow Jesus, he is the new covenant!

[Nick Schmidt @NickAlanSchmidt]

https://t.co/tFUzTdOZQG

[Nick Schmidt @NickAlanSchmidt]

@DrFrankTurek @charliekirk11 🤔 Charlie would not have stayed quiet during this time, and I’m guessing that’s why he had to go. You just said it without saying it, you obviously didn’t know him that well if you think that he would be proud of this. You’ve lost me Frank, I’ve listened to you for years. I’m😢

[Nick Schmidt @NickAlanSchmidt]

@ProudElephant Not today

[Nick Schmidt @NickAlanSchmidt]

@LangmanVince Fearless

[Nick Schmidt @NickAlanSchmidt]

@TrumpsHurricane Go Max!!!

[Nick Schmidt @NickAlanSchmidt]

@eagles79t @RealAlexJones @RealCandaceO 👍

[Nick Schmidt @NickAlanSchmidt]

@barkmeta More than ever!!!

[Jesse Tevelow @jtevelow]

https://t.co/0QenpLhlDN

[Felipe Demartini @namcios]

O QUE A NYSE ACABOU DE ANUNCIAR MUDA TUDO

Bolsas de valores operam em horário comercial há mais de 300 anos.

Não mais.

A Bolsa de Nova Iorque acaba de anunciar negociação 24/7.

Liquidação na blockchain. Ações tokenizadas. Fim do D+1.

E escolheu o dia perfeito pra fazer isso.

19 de janeiro. Feriado de MLK. Mercados fechados.

A ironia não é acidente. É a mensagem.

O que realmente importa:

→ Liquidação instantânea (D+0, não D+1)
→ Trilhões em colateral travado no sistema vão ser liberados
→ Ordens em dólares, não em frações de ação
→ Stablecoins como financiamento nas câmaras de compensação
→ Ações tokenizadas fungíveis com as tradicionais

Esse último ponto é crítico.

Não é derivativo.
Não é sintético.
Não é um invólucro.

Mesma ação. Mesmo dividendo. Mesmo voto.

Só que em trilhos que não param.

BNY e Citi já estão trabalhando com a NYSE em depósitos tokenizados.

Dinheiro na blockchain dentro das câmaras de compensação.

Chamada de margem às 3h de Tokyo? Liquidada na hora.

O sistema bancário era o gargalo.
Esse gargalo vai ser removido.

A consequência que vai doer:

Compensação. Reconciliação. Retaguarda. Custódia.

Dezenas de milhares de empregos existem por causa do D+1.

Liquidação instantânea automatiza isso.
Não é eficiência.
É obsolescência.

E a pressão global:

Londres. Frankfurt. Tokyo. Hong Kong.

Se NYSE opera 24/7 e você não — por que investidor global te escolhe?

O mercado americano é 65% do valor de ações global.

Acaba de ficar acessível o tempo todo. Só falta o OK da SEC.

Capital vai acelerar pra onde já estava indo.

Outras bolsas têm duas opções: copiar ou morrer.

O risco real:

Mesmo volume em 24h = liquidez fragmentada.

Diferença entre compra e venda maior fora do horário comercial.

Queda relâmpago às 4h sem mecanismo de pausa.

Isso vai acontecer.

A questão é se o benefício compensa.

Minha visão:
Compensa.

Mas a transição vai ser brutal pra quem não se adaptar.

A NYSE anunciou no feriado de propósito.

Pra mostrar o problema que está resolvendo.

Bem vindo ao mundo que não desliga.

[Jesse Eckel @Jesseeckel]

If BTC added the same dollar value as silver has in just the past year we'd be at $350,000 per BTC.

If BTC added the same dollar value as gold has in just this past year we'd be at $1.7 million per BTC.

Many are severely underestimating how much higher BTC can go from here.

[Nick Schmidt @NickAlanSchmidt]

@GodlyNations All humans are welcome, there is nothing a person look like or do that could do to stop them from making the decision to turn to Jesus!!!

[Adam Livingston @AdamBLiv]

Becoming a Bitcoiner is like waking up in the Matrix.

It starts so innocently. Someone in a group chat mentions Bitcoin. You roll your eyes. "That thing from 2017? Didn't that already crash?"

You are so confident.

You are so wrong.

You are exactly 47 days away from spending $87 on a hardware wallet and reading the whitepaper in your car during lunch break like it's contraband.

The rabbit hole doesn't ease you in. One day you're a normal person who thinks money is just... money.

The next day you're pausing mid-bite of your Chipotle burrito, staring into the middle distance, having an existential crisis about fractional reserve banking. Your friend asks if you're okay. You're not okay.

You've just realized what M2 money supply means.

Nothing will ever be the same.

You buy your first $100 worth and the transformation is instant. You can't call yourself an "investor" because that word feels too pedestrian now. You're "stacking sats." You've become the kind of person who says "stacking sats" without irony.

Your grandmother asks what that means at dinner and you accidentally monologue for 15 minutes about scarcity and sound money while your mom mouths "I'm sorry" to everyone.

The evangelical phase hits like a freight train. You NEED people to understand. You send your dad a podcast. He doesn't listen. You send three more. He leaves you on read. You consider an intervention but you're not sure who it's for anymore. Your college roommate texts you a meme about the stock market and you respond with a 4-part thread about why stocks are denominated in a depreciating asset. He stops texting you memes.

You start orange-pilling your barber. Your Uber driver. The guy fixing your AC. Anyone who makes eye contact for more than 3 seconds. "Have you ever thought about Bitcoin?" you ask, and you can see their soul leave their body a little bit. They're trapped. You have a captive audience. You're going to explain the genesis block whether they like it or not.

The lifestyle changes creep in. You're calculating every purchase in sats. That $6 latte? That's 14,000 sats. That's generational wealth in 2045. You start making coffee at home and feeling morally superior about it. There's a difference and you'll explain it to your unimpressed girlfriend who just wanted to go to Starbucks.

You develop a parasocial relationship with Michael Saylor. You've never met him. He doesn't know you exist. You watch his interviews like they're episodes of your favorite show. When he says "Bitcoin is hope" you nod solemnly in your living room at 11pm, eating cereal. You are alone but you feel seen.

The price becomes a biometric scanner for your nervous system. Bitcoin pumps 8% and you're walking around work like you just got promoted. Bitcoin dumps 12% and you're refreshing the chart every 4 minutes while pretending to work on that spreadsheet. You've memorized the shapes of every major pump and dump since 2013. You have opinions about which one "felt different."

Then comes the bear market. The real one.

Your portfolio is down 70%.

Your wife's boyfriend, sorry, your wife's "friend", mentions he "almost bought Bitcoin at the top, dodged a bullet."

This is your crucifixion. This is your dark night.

You smile and say "yeah, wild."

Inside you're screaming.

Inside you're calculating how much more you can buy with this paycheck.

You've transcended fear. Or you've broken your brain.

The line is blurry.

You stop trying to convince people. This is the final stage. This is enlightenment. When your coworker brings up "that crypto thing" at lunch, you just nod.

"Yeah, crazy," you say, while internally you're a Buddhist monk watching the illusion of fiat dissolve. You're beyond argument. You're zen.

You're also checking the price on your watch under the table but that's between you and God.

You realize you can't see the old world anymore. Your friend complains about his 2% raise not keeping up with inflation and you have to physically bite your tongue.

He doesn't want to know. He's not ready.

You were him 18 months ago. You remember what it was like to live in the before-times, when money was just... there. When you didn't calculate the purchasing power decay of every dollar you held. Ignorance wasn't bliss, it was just ignorance. But you can't go back.

Late at night, you lie in bed and think about Satoshi. Where is he? Why did he leave? Is he watching? Does he know what he's done to you? You've read every theory. You have a favorite candidate. You've changed your mind twice. This is what you think about instead of sleeping.

Your identity has shifted. You're a Bitcoiner. There's a difference and it matters deeply to you and not at all to anyone else. You have laser eyes in your profile picture. Your email signature has your npub. You say "GM" to strangers on the internet. This is your life now.

And the strangest part? You wouldn't go back. You can't go back. You've seen the code. You understand the game. Every day the fiat world looks more like a LARPING session and Bitcoin looks more like the only honest thing humans ever built.

So you stack. You hold. You zoom out. You meme. You wait.

And somewhere, right now, someone is Googling "what is Bitcoin" for the first time.

They have no idea what's about to happen to them.

The signal is everywhere once you learn to see it.

HFSP.

But also, welcome home.

[Nick Schmidt @NickAlanSchmidt]

@HarrisonHSmith 🤨 you know about a threat to life, and you won’t share everything you know. You care more about the sources feelings than the people that are in danger. That’s what I’m seeing.

[Nick Schmidt @NickAlanSchmidt]

I mean, it still kinda works..
A foray refers to a sudden or brief venture into a new area or activity. It can also mean a quick raid or attack, typically for the purpose of taking something. In a figurative sense, making a foray into a new field means to dabble or experiment in that area, often without extensive prior experience.

[Nick Schmidt @NickAlanSchmidt]

@baroncoleman What are the odds the hotel has cameras?!?

[Nick Schmidt @NickAlanSchmidt]

This post treats any disagreement about theology or modern Israel as “hate,” but Christians are called to love everyone, including Jews and Muslims, while still believing salvation comes through Jesus. And it’s also odd to be scolded using New Testament arguments by people who don’t accept the New Testament as Scripture, especially when sincere Christians hold different, biblically grounded views about how prophecy relates to modern politics.