PlanZ

Argue against my convictions so that we both learn. Knowledge = Wealth.

None of my tweets are financial advice.

[PlanZ @PlanZmeme]

Another reason why bitcoin is superior.

[Nick Tomaino @NTmoney]

Coins by % of supply allocated to insiders:

BTC: 0%
ETH: 9.9%
HYPE: 23.8%
SOL: 62%
XRP: 97.8%

[PlanZ @PlanZmeme]

Wrong. Even the big accounts don't understand bitcoin. Bitcoin is an increasingly scarce asset prices in an inflationary monetary unit. HODL mentally increases the scarcity.
Like @saylor said, all your charts are broken because we have never had something like this.

[Willy Woo @willywoo]

People think BTC is like a magical unicorn that climbs to infinity on moonbeams. Here's the actual CAGR chart. We are well past the 2017 year where we'd see many 100s of percent growth.

Now look at 2020, that was the year BTC got institutionalised, corporations and sovereigns started accumulating. Note there was a drop from >100% CAGR to 30-40% CAGR. And it's trending downwards as the network continues to store more capital.

BTC is now traded as the newest macro asset in 150 years, it'll continue to absorb capital until it reaches its equilibrium.

Given long term monetary expansion is around 5% growth and GDP is 3% growth, I'd say 8% is where BTC CAGR will settle at.

Until then, maybe 15-20 years away, enjoy the ride because almost no publicly investable product can match BTC performance long term, even as BTC's CAGR continues to erode.

[Caleb Franzen @CalebFranzen]

Probably nothing!

[PlanZ @PlanZmeme]

All your models will be broken.

[Bitcoin Archive @BitcoinArchive]

JUST IN: Standard Chartered apologises for $120,000 Bitcoin prediction for being "too low". 😅

SEND IT! 🚀

[PlanZ @PlanZmeme]

Another bitcoin black hole.

[Bitcoin Archive @BitcoinArchive]

JUST IN: Jack Mallers to lead Tether, Softbank, and Cantor Fitzgerald-backed Bitcoin Treasury company.

21 Capital will launch with 42,000 $BTC in assets.

[PlanZ @PlanZmeme]

I guess the market just realized there is a premium (not a risk) having this much Bitcoin. Every other company or country that tries to do this will pay much much more.

[Michael Saylor @saylor]

$MSTR has acquired 6,556 BTC for ~$555.8 million at ~$84,785 per bitcoin and has achieved BTC Yield of 12.1% YTD 2025. As of 4/20/2025, @Strategy holds 538,200 $BTC acquired for ~$36.47 billion at ~$67,766 per bitcoin. https://t.co/YxUq6mHzca

[PlanZ @PlanZmeme]

The risk of not owning Bitcoin is greater than the risk of owing Bitcoin.

[Dylan LeClair @DylanLeClair]

Bitcoin against the Nasdaq... 👀

[Dylan LeClair @DylanLeClair]

No supply chain risk. No jurisdictional risk. No earnings risk. No debasement risk. No credit risk.

$BTC

[PlanZ @PlanZmeme]

Few understand this.

[Adam Back @adam3us]

people are undervaluing the US strategic bitcoin reserve announcement: it is huge for moving the overton window, the actual US government promoting bitcoin. provides the new ultimate reference for sovereign wealth funds, pension funds, mutual funds to add bitcoin allocations.

[PlanZ @PlanZmeme]

Sell the cheese

[Max Keiser @maxkeiser]

Selling America’s strategic cheese reserve and buying Bitcoin is budget neutral.

[PlanZ @PlanZmeme]

Essential a bitcoin burn address + addition bitcoin acquired from selling other assets or maybe 0% debt - budget neutral.
Correct way to interpret the EO.

[David Sacks @davidsacks47]

Just a few minutes ago, President Trump signed an Executive Order to establish a Strategic Bitcoin Reserve.

The Reserve will be capitalized with Bitcoin owned by the federal government that was forfeited as part of criminal or civil asset forfeiture proceedings. This means it will not cost taxpayers a dime.

It is estimated that the U.S. government owns about 200,000 bitcoin; however, there has never been a complete audit. The E.O. directs a full accounting of the federal government’s digital asset holdings.

The U.S. will not sell any bitcoin deposited into the Reserve. It will be kept as a store of value. The Reserve is like a digital Fort Knox for the cryptocurrency often called “digital gold.”

Premature sales of bitcoin have already cost U.S. taxpayers over $17 billion in lost value. Now the federal government will have a strategy to maximize the value of its holdings.

The Secretaries of Treasury and Commerce are authorized to develop budget-neutral strategies for acquiring additional bitcoin, provided that those strategies have no incremental costs on American taxpayers.

IN ADDITION, the Executive Order establishes a U.S. Digital Asset Stockpile, consisting of digital assets other than bitcoin forfeited in criminal or civil proceedings.

The government will not acquire additional assets for the Stockpile beyond those obtained through forfeiture proceedings.

The purpose of the Stockpile is responsible stewardship of the government’s digital assets under the Treasury Department.

PROMISES MADE, PROMISES KEPT

President Trump promised to create a Strategic Bitcoin Reserve and Digital Asset Stockpile. Those promises have been kept.

This Executive Order underscores President Trump’s commitment to making the U.S. the “crypto capital of the world.”

I want to thank the President for his leadership and vision in supporting this cutting-edge technology and for his rapid execution in supporting the digital asset industry. His administration is truly moving at “tech speed.”

I also want to thank the President’s Working Group on Digital Asset Markets — especially Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick — for their help and support in getting this done. Finally Bo Hines played a critical role as Executive Director of our Working Group.

[PlanZ @PlanZmeme]

Few understand this.
Not even the president can stop bitcoin.

[Alan ₿ @alanbwt]

The scamcoin component of the strategic reserve is a self-correcting problem. These tokens trend toward zero in Bitcoin terms. Thus, the reserve will eventually be 100% BTC.

[Naval @naval]

Much of investing is avoiding FOMO buying and panic selling.

[PlanZ @PlanZmeme]

Just added more #Bitcoin
Thanks!

[Michael Saylor @saylor]

The ₿est Advice

[PlanZ @PlanZmeme]

March? February isn't over yet!
Very very slim chance Feb finished under 100k.

[PlanZ @PlanZmeme]

Last chance to get Bitcoin under 100k. You have been warned.

[PlanZ @PlanZmeme]

This is who was buying when you were selling.
Their pockets are deeper than $436M.
Nation state FOMO!

[Bitcoin Magazine @BitcoinMagazine]

BREAKING: 🇦🇪 ABU DHABI'S SOVEREIGN WEALTH FUND BOUGHT $436M OF #BITCOIN ETFS IN Q1 - SEC FILLINGS

[PlanZ @PlanZmeme]

You have been warned. The US government WILL be stacking bitcoin.

[₿itcoin Rachy ⚡️ @BitcoinRachy]

This is a picture of the Soverign Wealth Fund executive order being signed. The man standing to the right of Donald Trump is Howard Lutnick, aka the guy who is about to run this fund.

Couple of fun facts about Howard:

1. Howard owns “A shit ton of Bitcoin”

2. Howard’s company, Cantor Fitzgerald, owns a 5% stake in Tether, and manages Tether’s treasury assets

3. Cantor is launching a $2 Billion Bitcoin financing lending business, that would use Bitcoin as collateral for USD loans.

Buckle up, I wouldn’t be bearish on Bitcoin here if I was you.

[PlanZ @PlanZmeme]

Exactly. More countries will follow.

[Bitcoin Archive @BitcoinArchive]

It's very likely the Czech Republic buys $7b of Bitcoin.

The HEAD of the central bank is unlikely to push such a proposal without internal support.

The race is on.

[PlanZ @PlanZmeme]

This change will allow entire banking sectors to offer crypto to their clients. Banks will aggressively push this upon their clients to collect those fees exchanges have been collecting handsomely.
In a nutshell the crypto / bitcoin sales team just leveled up.

[Bitcoin Magazine @BitcoinMagazine]

BREAKING: 🇺🇸 SEC OFFICIALLY RESCINDS SAB 121, WHICH PREVENTED BANKS FROM CUSTODYING #BITCOIN