Most people think AI requires technical skills they don't have.
It doesn't. It requires the skills you've spent your entire career building — you just don't have a name for them yet.
Last week, I published a book about it.
No prompt engineering tips. No tool tutorials. A thinking framework for professionals who want AI to compound what they already know.
Live now:
https://t.co/b0l5q9LHXn
Read the introduction for free:
https://t.co/ie5720c4sC
Stay humble and stack sats.
One thing is different this time. AI.
It could be a black hole for liquidity for a long time.
Bitcoin won’t care but the fiat exchange rate might care for a while.
Better to remain antifragile than to play with leverage you don’t need.
Put a little extra in whenever you get the itch.
Just my 2 sats, which are on sale tonight.
Bitcoin FUD feels convincing right now for one simple reason:
The market is angry.
Like, historically angry.
And angry crowds overweight risks and mistake emotional certainty for clear thinking... which makes all the certainty around the 4-year cycle especially interesting.
Bitcoins floor is what matters
Bitcoin highs are for moon boys and traders
Bitcoin is up over 450% from bear to bear
And people think the sky is falling
Watch the floor rise instead
$STRC | $SATA:
There is another angle to consider - We may refer to the Perpetual Preferred products as “Digital “Credit”, which is technically true, but that is IMO their secondary classification.
Their real “basket” is as $BTC Derivatives. Any weakness in $BTC (real or perceived) technically thins the asset “backing” (I think of it as support, not backing) and might send the prefs below par. Spiking yields won’t mitigate this.
Long term | Near term weakness in the “parent equity” ($MSTR | $ASST) as the levered beta to $BTC will also inevitably get “passed along” the capital stack into the prefs as well. The design of the prefs and their adaptable structure may smooth out the volatility but it doesn't break the mechanical link to $BTC.
Over the past 12 months, the AI boom has added $19 trillion of new marketcap to the top 50 public equities, that’s 13x bitcoin’s total market cap. This historic capex cycle is vacuuming up all liquidity and attention, so it’s astonishing that BTC/USD is this resilient!
Bitcoin intraday low of $66.5k is +10.74% above the 4 year moving average.
Median forward returns from this level in history:
6 months: +52.1% (90.8% hit rate)
12 months: +129.0% (100% hit rate)
18 months: +233.2% (100% hit rate)
24 months: +324.3% (100% hit rate)
If history rhymes, buying here makes you rich.
I now think there is a chance we break models to the downside short term.
I’m not sure Bitcoin has seen a convergence of competing investments so strong competing for the same liquidity. Lots of AI investments all mooning, the largest IPOs ever with immediate passive flows, excess volatility in oil and other commodities.
I’ll admit that I’m new this cycle, but so are these investments. This is not just another altcoin season.
Bitcoin will be fine, but I would not be surprised to see significantly more coins change hands first.
But, it is the best opportunity to stack that I will likely ever see, given when I started stacking.