₿ Bitcoin | Digital Gold
21M. Absolute scarcity.
When fiat can be diluted - scarcity becomes freedom.
Exploring money, inflation & the future of value.
What if Bitcoin doesn’t need the dollar to collapse to win only to keep being diluted?
Bitcoin doesn’t need to prove that the U.S. dollar will collapse.
It only needs to keep proving one simple thing:
You can create more money.
You cannot create more than 21 million Bitcoin.
@nypost First Class is dying not because the wealthy are disappearing, but because airlines have realized that premium Business Class can make more money.
@libsoftiktok If the facts don’t support the headline, the headline isn’t journalism. It’s narrative management. And that’s exactly why people stop trusting the media.
Are we studying history to understand Bitcoin, or are we trying to force Bitcoin to repeat history to reinforce our own beliefs?
• Around 1,064 days: from the cycle bottom to the peak.
• Around 364–365 days: from the peak to the next bottom.
The dangerous part is believing that history must repeat simply because it has repeated a few times.
Bitcoin is becoming more mature. Institutional capital is larger, ETFs have changed the market structure, and liquidity conditions are no longer the same as in previous cycles.
Maybe Bitcoin is no longer an asset governed by the old cycles and we are witnessing a new cycle that nobody yet has enough data to fully understand.
@clashreport Greece won’t dictate U.S. defense policy, but the legal barriers surrounding Türkiye and the F-35 remain real. In geopolitics, facts can speak louder than threats.
@cryptorover Clarity is the foundation of confidence. 🇺🇸 The longer lawmakers delay clear rules, the longer innovation operates in uncertainty. If the goal is to keep America competitive in digital assets, the time for action is now not another round of delays.
@TrendScalezz The beach teaches you to enjoy the moment; the trenches teach you what you’re made of. Life is beautiful, but growth happens when you’re willing to leave comfort behind and keep building.
If every time Long positions get wiped out and short-term holders capitulate we call it a “Bitcoin bottom,” then when does the market actually form a bottom and when are we simply looking for reasons to stay bullish?
Long-term holders are holding a very large amount of BTC. That is a notable signal.
But history is not prophecy. Bitcoin has bottomed after similar periods before, but “it happened before” does not mean “it will always happen.”
The market doesn’t reward the person who tells the best story. It rewards the person who survives long enough for the story to become reality.
🚨 75% OF THE BITCOIN SUPPLY IS NOW HELD BY LONG-TERM HOLDERS.
Only 17% has moved in the last three months.
Historically, this marked EVERY Bitcoin bottom.
2015. 2019. 2023.
Short-term holders have been completely shaken out.
This is the floor Bitcoin has started every major rally from. 🚀
The uncomfortable part of this market may not be inflation. It may be the bond market quietly demanding a higher price for government debt.
When 30-year government bond yields rise across the US, UK, Japan and Germany at the same time, something bigger may be happening: investors are demanding more compensation to lock up their money for decades while governments keep issuing enormous amounts of debt.
And that matters far beyond bonds.
Higher long-term yields raise the discount rate behind almost everything stocks, real estate, infrastructure and future cash flows.
The S&P 500 can keep pushing toward records. Housing prices can remain elevated. But if the long end stays structurally higher, valuations eventually face a simple problem:
Why pay extreme prices for risky assets when government bonds increasingly offer a meaningful return?
The market may not feel the pressure today.
But a permanently higher long end could become the slow tax on every valuation that investors have become accustomed to.
Are investors positioned for the data or simply positioned for the outcome they want?
Next week isn’t just an economic-data week it’s a test of the entire market narrative.
Strong jobs already pushed rate-hike expectations higher. Now PPI and CPI have to confirm whether inflation is actually cooling. If inflation comes in hot, markets may have to reprice fast. If it comes in soft, the Fed-hike story could unwind just as quickly.
@Brongis If the prize, theme, and community are strong enough, the distance stops being the cost and becomes part of the adventure. Wouldn’t that be the real win?
@Iv_ITIA@IThinkItsArt Wishing you and the 𝕏-Family a beautiful, peaceful, and truly blessed Sunday. 🩵🙏 May today bring you joy, gratitude, and a little extra sunshine.