The worlds oldest active currency has had a rough go against the new kid in town. Scoreboard since making the comparison in 2014.
Bitcoin +14,700%
Pound Sterling -18.5%
https://t.co/4c1hHuTeDC
Buying Bitcoin today is front running the forced diversification of a completely AI saturated equity market.
With not one, not two, but three massive inclusion of 5 Trillion dollars of equity value into the index, diversification requires venturing out on the risk curve.
Thoughts on Stacks (blockstack:native) and markets:
- The four year cycle stays true. Bitcoin highs are muted but lows also likely muted.
- The AI models discovering bugs issue is real. Flight to safety will be a trend to watch.
- Bitcoin stayed simple with verifiable and transparent supply. All additional functionality can be built on top.
- Stacks optimized for safety and went for a decidable language (Clarity). Safety will end up being *the* thing to optimize for.
- There is likely going to be one maybe two Bitcoin L2s that take all/most of the traffic.
- After Bitcoin gets a quantum upgrade, depending on new signatures, Bitcoin bandwidth will likely decrease by 50%-97%; highlighting increased need for L2s.
- Bitcoin staking is a $100B+ market with increased demand for BTC on BTC yield coming from institutions and DATs.
- Stacks has seen two cycles before (1) mainnet launch (BTC smart contracts), (2) Nakamoto launch (speed & sBTC), now we’re working on (3) Bitcoin Protocol Bonds launch that unlocks the largest market yet.
- Last year, the ecosystem restructured for operational efficiency plus a new treasury. Stacks Labs is well funded, laser-focused, and hyped up about the new launch.
- Stacks is Lindy in crypto & Bitcoin at this point. Largest Bitcoin project by marketcap & active devs for 5 years. When BTC starts to recover, so will STX but as higher beta.
- Bitcoin might reach $150K-$250K next cycle (halving is early 2028) which is a 3-4x, Stacks is more in the 20-50x range given higher beta history and upcoming catalyst of Bitcoin Protocol Bonds. (Not financial advice and more on protocol bonds later).
- In the chart below, there were only three times in history for lowest entry points. Before mainnet when everything was unproven, before Nakamoto, and now.
- The upcoming SIP for protocol bonds launch will likely get accepted, with good feedback from community to drop/adjust the boosted rewards period (I support adjusting/removing this variable.)
We’re buying here and then patiently waiting next 6-months for protocol bonds to go live, markets to bottom out, and our thesis of Bitcoin as the king asset with a thriving on-chain BTC economy to play out. Let’s go! 🟧
America can't lead international conversations about digital asset standards while refusing to pass its own. Without the Clarity Act, other nations will fill that vacuum & write rules that may never align with American values or interests. We can't leave this credibility gap open
Around $3 Trillion dollars were laundered through banks in 2025 and they want you to believe that a bill in Congress that clearly applies AML/BSA obligations to crypto exchanges is somehow the problem. Literally nonsense.
Spring in CO means young wildlife will be out & about for the next few months. Keep wildlife wild & let young animals grow up on their own, without humans.
NBA Commissioner Adam Silver addressed the flopping issues on The Pat McAfee Show tonight, yet refused to take accountability for how he & the league have gentle-parented flopping for YEARS, which has led to this MASSIVE issue we have now…
HERE ARE SOME CRAZY FACTS ABOUT FLOPPING:
• Since introducing postgame flop fines in 2012-13, reports & Spotrac tracking say the total number is likely somewhere around 100–120 total violations league-wide, including warnings and fines. That’s ONLY 7–8 warnings and fines PER SEASON...
• The only clearly documented 2025-26 flopping fine I could find in SpoTrac’s database was Malik Monk, who was fined $2,000 for flopping on Dec. 1, 2025.
• LeBron James has only been fined ONE TIME for flopping (2013 Eastern Conference Finals)
• As far as I know, SGA has NEVER received an in-game flopping technical, nor has he been fined after postgame review by the NBA.
Absolutely insane.
🎥: @PatMcAfeeShow
@Bankless@TrustlessState@laurashin ETH has tried too hard to be everything all at once. STX has been right since the beginning. Let BTC be the SoV & settlement layer… provide more functionality to the king (BTC) instead of trying to displace it (ultrasound money blah blah blah)
Wealthiest person in the world: “My company owns 18,712 BTC"
Largest asset manager in the word: "Most popular ETF is Bitcoin product"
Your financial advisor:
"Bitcoin is volatile and risky, I wouldn't touch it with a 10ft pole"
Senator Cortez-Masto's attempt to narrow the BRCA is substantial. He proposal would fail to protect nodes, miners, and smart contract software developers. All of these are neutral infrastructure providers. They make the tech work. 1/
HUGE.
Looks like we got a non-partisan vote out of Senate Banking with the BRCA still intact. I'm thrilled. The last minute compromise reflects Coin Center's analysis from last January, there were some steps forward since then and then back but we are feeling very comfortable.
Ribeye inflation index has a big print. New price $37.99/lb. 17% inflation annualized from October. 18.5% annualized since last June. 90% cumulative since 2020. 11.0% compounded annually over 6+ years. Same ribeye, same store. High rates? Don't care. Bitcoin is the only way out!