The Satoshi Mo

Bitcoin makes sense.

[BitcoinTreasuries.NET @BTCtreasuries]

JUST IN: MetaPlanet $MPJPY only needs to buy 515 more #Bitcoin to flip Twenty One Capital and become the 2nd-largest BTC treasury company in the world.

Only a matter of time 🔥

[Trending Bitcoin @TrendingBitcoin]

Lawrence Lepard: "Anybody who has zero Bitcoin is really missing the most asymmetric bet that I have ever seen."

[The Satoshi Mo @TheSatoshiMo]

@Bitcoin_Teddy You're then cooked for real.

[The Satoshi Mo @TheSatoshiMo]

Deep.

[The Satoshi Mo @TheSatoshiMo]

That's why those who understand it are not worried about its 'price'

[Ron Sovereignty Swanson⚡️🗝️ @RonSwanonson]

Bitcoin technically doesn’t have a price. It has an exchange rate

All monies have an exchange rate with all other monies in the world, at any given time

Anyone who thinks that bitcoin gets its value because most people measure it in dollars… doesn’t understand this concept

[The Satoshi Mo @TheSatoshiMo]

@RonSwanonson That's why those who understand it are not worried about its 'price'

[The Satoshi Mo @TheSatoshiMo]

@TheMoonShow Have to.

[The Moon Show @TheMoonShow]

The Clarity Act won’t change Bitcoin.

But it could dramatically change who gets to own it in the future.

Regulatory clarity = new players entering the game.

Are you stacked for what’s coming?

[The Satoshi Mo @TheSatoshiMo]

That Bitcoin was a scam.

[Airbtc @Hodlstay]

What's a Bitcoin opinion you held 5 years ago that you no longer believe? 👇

[The Satoshi Mo @TheSatoshiMo]

@Hodlstay That Bitcoin was a scam.

[The Satoshi Mo @TheSatoshiMo]

@ZynxBTC Beautiful perspective.

[The Satoshi Mo @TheSatoshiMo]

Beautiful perspective.

[Zynx @ZynxBTC]

This is why Bitcoin is so important.

The average tenure of companies in the S&P 500 keeps declining.

In the 1960s a company stayed in the index for an average of 33 years. Today it is under 15 and falling. The forecast is that half of the current S&P 500 will be replaced within the next decade.

Think about what that means for equity investors.

Every company you own is in a permanent knife fight. Competition, disruption, technological obsolescence, regulatory shifts, management failure. Even the greatest companies eventually get displaced.

Kodak, Nokia, Blockbuster, Sears. All were once considered untouchable.

Equity is a claim on a business that must continuously outcompete everyone else to survive.

Bitcoin does not have this problem.

Bitcoin does not need to out-innovate anyone. It does not have a management team that can make bad decisions. It cannot be disrupted by a faster competitor because its value is not in features. It is in its monetary properties.

Fixed supply, decentralisation, censorship resistance and neutrality.

Bitcoin is permanent capital while equities are temporary claims.

This is why Bitcoin deserves to be the base layer of every portfolio. Everything else requires you to keep picking winners forever.

[The Satoshi Mo @TheSatoshiMo]

Bitcoin quote of the day:

“In order to understand bitcoin, one must first understand money, and to understand money, there is no alternative to the study of the function and history of money.”

— The Bitcoin Standard, @saifedean, Chapter 1: Money, Page 1.

[The Satoshi Mo @TheSatoshiMo]

@shaguncrypto If I had a house in California 😁

[The Satoshi Mo @TheSatoshiMo]

We will be there.

[Simply Bitcoin @SimplyBitcoin]

Using Bitcoin as money is not optional, it's the entire point.

[The Satoshi Mo @TheSatoshiMo]

@SimplyBitcoin And we will be there.

[Vivek Sen @Vivek4real_]

BREAKING: 🇷🇺 RUSSIA'S CENTRAL BANK FINALLY JUST ANNOUNCED TO LEGALIZE BITCOIN AND CRYPTO FOR INTERNATIONAL TRADE

HERE WE GO 🚀

[Adam Livingston @AdamBLiv]

Strategy is dominating 2026.

First half of these fiscal years in Bitcoin acquired:

2026: 174,863 BTC
2025: 150,925 BTC
2024: 37,181 BTC
2021: 34,614 BTC
2023: 19,833 BTC
2022: 5,307 BTC

Now add the capital cannon:

2021: $1.612B deployed, ~$13.0M per trading day
2022: $225M deployed, ~$1.8M per trading day
2023: $526M deployed, ~$4.2M per trading day
2024: $2.433B deployed, ~$19.6M per trading day
2025: $14.553B deployed, ~$119.3M per trading day
2026: $13.670B deployed, ~$111.1M per trading day

Everyone remembers the 2021 “Michael Saylor is buying Bitcoin” era. Cute.

H1 2026 alone acquired roughly 5.1x more Bitcoin than H1 2021.

And 2025 + 2026 together acquired 325,788 BTC in their first halves.

That is a capital markets machine turning public securities into Bitcoin at industrial scale.

Manufacture instruments, absorb fiat demand, expand the balance sheet, and convert the dying monetary layer into scarce digital capital.

2021 was the proof of concept.

2024 was the restart.

2025 was the acceleration.

2026 is the machine eating the timeline.

In a bear market.

You are not prepared for what is to come.

[The Satoshi Mo @TheSatoshiMo]

Hard to disagree with him.

[Michaël van de Poppe @CryptoMichNL]

"Buy Bitcoin. Leave it there forever and your grandchildren will thank you."

That's the line everyone will clip from Michael @saylor. But the sentence right before it is the one that actually matters:

"Take the money you don't need for four years or longer."

That condition is the whole point. He isn't talking about trading. He's talking about your longest-duration capital — money you can genuinely leave untouched for a decade or more.

His framing: if you're going to sell something, sell the shorter-duration investment. "Keep the thing that's going to last a thousand years."

Whether or not you agree with the asset, the discipline underneath is sound: match your holding period to your time horizon, and stop judging a multi-decade position on a three-month chart.

[The Satoshi Mo @TheSatoshiMo]

@CryptoMichNL @saylor Hard to disagree with him.