ThomsaT ⚡️

#Bitcoin | Governance, Risk, Compliance | Gam(bl)ing | free speech absolutist | I identify as a female reptiloid 😛

[Knut Svanholm ∞/21M @knutsvanholm]

Great starter kit, @efenigson!

[Fab 🦊 @fabthefoxx]

Wichtig zu wissen, was ab 2026 verlangt wird. 👇🏼
https://t.co/c9SGD6ulns

[Niko Jilch ⚡️ @NikoJilch]

Eine der wichtigsten Storys, von der ihr in den Abendnachrichten garantiert nicht hören werdet.

Gold ist am Ende die purste Form von Staatsvermögen. Was halt davon übrig ist. Italien hat als Nationalstaat gerechnet die drittgrößten Goldreserven.

Aber die sind offiziell Teil der Bilanz des Eurosystems, zu dem auch die Banca d'Italia gehört.

Deshalb ist die EZB grad unelastisch, denn die Regierung Meloni will die Goldreserven zum "Volkseigentum" erklären.

Das kommt im Grunde einem schrittweisen Austritt vom Euro gleich (was aber niemand dazu sagt, weil da wär was los.)

So wie DE und AT hat auch IT nur 50% seines physischen Goldes im Inland. Der Rest liegt in NY und London, aber nicht bei der EZB (oje).

Das stellt uns vor interessante Fragen: Wem gehört nun das Gold? Dem Eurosystem oder dem Staat bzw. Volk? Wer hat im Zweifel Zugriff? Und was sagt das über den Zustand von Euro und EU?

[Jameson Lopp @lopp]

The 21 year old son of a Ukrainian politician was kidnapped, tortured until he handed over multiple cryptocurrency wallets, and then burned to death in Vienna. Sounds like he was betrayed by one of his own friends.
https://t.co/3N1M2blbxj

[L0la L33tz @L0laL33tz]

The problem isn’t cryptocurrency ATMs. The problem is people like horny Gilbert, 72, who thinks some 20 year old e-girl he met on WhatsApp is going to give him a blowjob if he sends her $10,000 so she can escape Novosibirsk.

Stop blaming tools for the shortcomings of a society that has learned to be perpetually babied. Your technological illiteracy is not everyone else’s problem.

[Fab 🦊 @fabthefoxx]

It's time. Heute wachsen meine Bitcoin-Welten zusammen. 🤍🧡💙

Nach vielen Gesprächen, Ideen und Visionen ist es offiziell: @aprycotmedia, @coinfinity und das @scholarium_at gehen künftig einen gemeinsamen Weg. Coinfinity und das Scholarium beteiligen sich an Aprycot Media.

Warum das wichtig ist?
Bitcoin ist ein Katalysator für ökonomisches und gesellschaftliches Umdenken. Bildung ist der Schlüssel, um diesen Wandel zu verstehen und aktiv zu gestalten. Genau hier treffen sich alle drei Parteien.

Wir haben lange darüber nachgedacht, wie wir Bitcoin-, Geld- und Wirtschaftsbildung im DACH-Raum am stärksten voranbringen können. Das hier ist der richtige Schritt.

Dass aus einer einfachen Idee ein Verlag entstanden ist und ich heute mit solchen Größen auf Augenhöhe zusammenarbeiten darf, macht mich dankbar. Dass ich mitgestalten darf, wie Bitcoin im DACH-Raum Fuß fasst, ist ein Privileg.

Danke an alle, die unsere Bücher lesen, hören, empfehlen. Ein besonderer Dank an einige absolut großartige Menschen, die hoffentlich wissen, dass sie gemeint sind. Wir bauen die Zukunft. Entscheidung für Entscheidung. Schritt für Schritt.

This is the way.

Mehr Infos im Link im Kommentar 👇🏼

[Mario Nawfal @MarioNawfal]

🇺🇸 $11M CRYPTO HEIST HITS SAM ALTMAN’S EX-BOYFRIEND

San Francisco just logged one of the wildest, most cinematic crypto robberies to date:

An armed thief posing as a delivery guy finessed his way into the $4.4M Mission District home shared by investor Lachy Groom - yes, Sam Altman’s ex-boyfriend - and another tech investor named Joshua.

Once inside?
The intruder pulled a gun, tied Joshua up with duct tape, beat him, tortured him with personal info read aloud over speakerphone, and drained $11 million in Ethereum and Bitcoin.

90 minutes. Gone.

This wasn’t a smash-and-grab.
This was a targeted, organized-crime extraction - the kind hitting wealthy crypto holders worldwide.

Garry Tan posted the footage, panicked enough to delete it minutes later.

Crypto-security experts are now saying what everybody thinks:
Self-custody is great until someone shows up at your door with a fake UPS label and a Glock.

San Francisco’s tech elite are about to pivot hard into vault custody, private security, and zero public flexing - because this heist wasn’t random.

It was a warning shot.

Source: NY Post

[Peter McCormack 🏴‍☠️🇬🇧🇮🇪 @PeterMcCormack]

Shout out to the billionaires - the people that gave us Google, Amazon, Apple, Microsoft, Facebook, X, Netflix, Spotify, Tesla, Uber, Airbnb, Stripe, Zoom, PayPal and everything else we rely on.

Becoming a billionaire is the market’s way of saying you’re the goat, you did something awesome.

Now compare that to government, which makes everything shit - healthcare, education, business…

And yet the socialists insist the answer is fewer billionaires and more government.

[Shanaka Anslem Perera ⚡ @shanaka86]

I am about to destroy the biggest lie in finance this week.

JP Morgan is shorting MicroStrategy.

You have seen this everywhere. Millions of views. Boycott calls. Comparisons to GameStop etc.

I pulled the actual SEC filing.

JP Morgan's disclosed short position in MSTR stock: zero.

Not hidden. Not secret. ZERO.

The entire narrative is built on a few X posts since November 23rd. No source. No filing. No evidence. Just a claim that went viral because people wanted it to be true.

Here is what the filing does show.

JP Morgan sold 772,453 shares of MSTR in Q3. That is real. They also hold put options worth $117 million. That is real.

A short position? Fabricated.

Total MSTR short interest across all holders: 9.74 percent of float. GameStop at the squeeze: 140 percent. These numbers are not comparable.

But here is what nobody is asking.

Why did JP Morgan sell?

Same quarter. Same filing deadline. Harvard University disclosed a $443 million Bitcoin position.

Not in MicroStrategy.

In BlackRock's Bitcoin ETF.

Harvard's largest holding. Bigger than Microsoft. Bigger than Amazon. Bigger than Nvidia.

Abu Dhabi sovereign wealth: up 230 percent in the same ETF. Emory University: up 91 percent. Total ETF inflows since January 2024: $60.8 billion.

JP Morgan did not attack Bitcoin.
JP Morgan abandoned the middleman.
MicroStrategy now trades at a 12 percent discount to its own Bitcoin. The premium is gone. The leverage is a liability. The proxy is obsolete.

Wall Street is not leaving Bitcoin.

Wall Street is buying it directly.

The lie distracted you.

The rotation is the story.

Read the Full Article - https://t.co/tXDmDeOmCz

SEC 13F-HR, November 7, 2025. FINRA short interest, October 31, 2025. Harvard Management Company 13F, November 2025.

[Simon Dixon @SimonDixonTwitt]

JP Morgan vs Strategy

A debate erupted with two opposing narratives about Strategy $MSTR

One group claims MSTR is about to go bankrupt

The other claims MSTR is taking on JP Morgan & threatening the financial order

Both of these narratives miss the structural reality of how the Financial-Industrial Complex (FIC) works

Coming from someone who worked in investment banking & understands how these systems are designed from the inside, neither of these interpretations reflect what is likely to occur

People assume the world’s largest corporations like Apple, NVIDIA & Microsoft are corporate giants that dictate global outcomes. But strategically, they are not sovereign, they are operators inside the FIC, which controls them through proxy voting blocs, credit windows, index structures, underwriting monopolies, export controls, regulatory chokepoints & political capital allocation

Corporations control operational decisions (products, engineering, marketing), but they do not control strategic direction (capital flows, refinancing, geopolitical alignment)

At the strategic level, FIC sets the boundaries

This is the lens through which MSTR must be understood

None of this is personal to Michael Saylor

This is what happens when a finite-game corporate entity depends on the FIC’s capital markets while holding an infinite-game monetary asset

In sovereign finance, creditor institutions vassalize nations by pairing infinite sovereign horizons with finite recurring liabilities

Nations rarely default; instead, their debt is rolled over forever, creating permanent influence over policy

The power comes not from taking the asset, but from controlling the vehicle

Strategy faces a similar structural tension

Bitcoin represents the infinite game (no maturity date, no counterparty & long-term network resilience)

MSTR is the finite vehicle (quarterly earnings, debt maturities, refinancing schedules, index eligibility & institutional shareholder expectations)

That asymmetry makes MSTR exposed to the FIC weaponry that governs the finite game: short interest, derivatives, index exclusion, collateral rules, liquidity channels & broker-dealer influence

MSTR is not about to collapse, because the FIC does not benefit from its collapse

MSTR is not taking on the system, because structurally it cannot

The FIC benefits most when MSTR stays alive, not because they support Bitcoin, but because MSTR serves as a highly effective tool for applying short-term finite-game pressure on infinite-game Bitcoin

Bitcoin itself cannot be disciplined, but the corporate wrapper holding 649,870 BTC can

It’s a leveraged proxy, a potential forced seller under certain conditions, & a vehicle for sentiment manipulation

These features make MSTR more useful alive than dead

Because its obligations exceed its cash flow, it remains perpetually dependent on FIC’s financing windows, a textbook form of structural vassalization

Structurally, it is far more likely to function as a tool for Wall Street than as an opponent to it

The FIC does not need to destroy MSTR. It needs MSTR to continue existing as an instrument through which the finite-game FIC can influence short-term Bitcoin dynamics

You cannot beat Wall Street in the short-term finite game (nobody can), but you can l win the long-term infinite game

Bitcoin cannot be manipulated over multi-year horizons

Fiat markets can distort, pressure, or amplify short-term noise, but cannot change Bitcoin’s long-term trajectory

On long time horizons, Bitcoin’s incentives overpower every short-term mechanism deployed against it

The real battle is not “Strategy vs JPMorgan”

The real battle is derivative, money, stock, crypto & bond printers v Bitcoin in self-custody

We do not beat FIC by trading against it

We beat it by exiting it entirely

We beat it through long-term holding & self-custody

The FIC manipulates finite games; Bitcoin rewards infinite-game players

Bitcoin is the infinite game

Self-custody is how we win it

[Max Keiser @maxkeiser]

UNCONFIRMED: JP Morgan appears to have an existentially threatening short $MSTR position that can potentially bankrupt $JPM if $MSTR trades 50% higher above Friday’s close.

GAMESTOP VIBES INTENSIFY‼️

@FoxBusiness @cvpayne

[Adam Livingston @AdamBLiv]

🚨BREAKING: JPMORGAN WANTED A WAR WITH BITCOIN - NOW THEY HAVE ONE🚨

JPMorgan really thought they could kneecap MSTR and nobody would notice.

They thought Bitcoin people were still asleep, still obedient, still grateful to beg for “permission” from legacy banks that survived 2008 by getting bailed out like failed casinos.

Nah.

If a bank takes hostile shots at the companies you believe in, you don’t reward them with your business.

YOU WALK.

You move your capital, your brokerage accounts, and your attention to platforms that don’t actively spit in your face.

Nobody is telling anyone what to buy or sell.

Nobody is coordinating anything.

This is way simpler than that.

It’s called personal sovereignty.

If a megabank behaves like a political actor instead of a neutral financial institution, then investors have every right to take their portfolios somewhere else, somewhere that doesn’t treat Bitcoin-aligned companies like a threat.

You want to support MSTR, BTC, or any company building a better financial system?

Then keep your assets with brokerages that actually respect the future and don’t wage shadow campaigns against it.

Legacy institutions don’t get to sabotage innovation on Friday, then ask for your business on Monday.

Move where you’re respected.

Move where your capital isn’t collateral in somebody else’s agenda.

Move where your choices matter.

JPMorgan made their position clear.

Now investors get to make theirs.

BOYCOTT JPMORGAN.

[Bringin | Self-custody bitcoin & banking @bringinxyz]

Because Bitcoin doesn't win by sitting still.

It wins when you can use it.

Lightning makes Bitcoin instant. Final.
Cheap enough to buy coffee. Fast enough to split a bill. Real enough to spend.

Lightning makes living the Standard real. ⚡️

[Coinfinity @coinfinity]

Bitcoin funktioniert seit über zwölf Jahren, genauer gesagt seit 4.623 Tagen, ohne einen einzigen Ausfall.

Auch wenn stärkere Preisabfälle für den einen oder anderen nicht einfach zu verdauen sind, haben sich die fundamentalen Eigenschaften von Bitcoin nicht geändert. Tick Tock Next Block.

[Česká národní banka @CNB_cz]

The Czech National Bank has purchased digital assets for the first time in its history. 🌐

Through this USD 1 million investment, the CNB has created a test portfolio of digital assets based on blockchain. 🔗 In addition to bitcoin, the portfolio will include a test investment in the form of a USD stablecoin and a tokenised deposit on the blockchain. 🖥️

📌 The purchase was made outside the CNB’s existing international reserves. The total amount invested will not be actively increased.

💬 “I came up with the idea of creating a test portfolio in January 2025. The aim was to test decentralised bitcoin from the central bank’s perspective and to evaluate its potential role in diversifying our reserves. The Bank Board then decided to have an analysis prepared. Subsequent internal discussions broadened the scope to include the future of payments and the tokenisation of assets. As a result, stablecoins and tokenised deposits were included alongside bitcoin. We will inform the public about our experience on an ongoing basis and present an overall assessment of the project in approximately two to three years,” said CNB Governor Aleš Michl (@MICHLiq_).

➡️ The aim is to gain practical experience with blockchain-based technologies, which may fundamentally affect the operation of the financial and payment system in the future. In the test portfolio, the CNB will test the whole chain of processes associated with the purchase, holding and management of digital assets – from technical administration of keys and multi-level approval processes, through crisis scenarios and security mechanisms, to verifying AML compliance.

🔗 Details: https://t.co/EFF8ITCQQA

[L0la L33tz @L0laL33tz]

The DOJ says non-custodial software transfers funds.

That it’s the *users* who execute transactions is "both factually wrong and irrelevant,” the Government argues in opposition to Roman Storm's motion for acquittal.

*Anyone* can be held liable for unlicensed money transmission when they knowingly transmit illicit proceeds, no matter whether they need to register with FinCEN or not, SDNY additionally argues.

Nobody is safe until SDNY learns that it does not get to make the law. Congress needs to pass developer protections NOW.

[Patrick Hansen @paddi_hansen]

Again, a bunch of big crypto accounts are claiming upcoming AML rules will ban self-custody or anonymous crypto & #Bitcoin transactions in the EU.

That's wrong.

Resharing this thread from last year that highlights what the AMLR actually means for crypto & #Bitcoin in 🇪🇺

[Bitcoin Archive @BitcoinArchive]

JUST IN: Jack Dorsey’s Bitchat becomes the 2nd most downloaded app in Jamaica as Hurricane Melissa knocks out communications across the Caribbean 📡

Bitchat enables peer-to-peer messaging without relying on centralized servers 📱

[Simple Mining @simpleminingio]

The Lightning Network explained in 90 seconds:

[Satora (ex-Lendasat) @satora_io]

YOU NEED TO TRY THIS:💥 We noticed something: our borrowers didn’t want to repay loans in stablecoins - they wanted to pay back in Bitcoin. But it simply wasn't possible. However the @ArkLabsHQ + @arkade_os team just unlocked a new era of bitcoin finance with their launch yesterday. Enabling us to build a tool to make it happen: https://t.co/JkIPSvHRak. All powered by the incredible Arkade tech and a Lightning Bridge (built by @Boltzhq).

Now anyone can instantly swap BTC (Lightning) → USDC in under 30 seconds for the lowest available fees on the market. 🧠 A never-before-seen speed that finally brings Bitcoin-native instant payments into the swapping-game.

🚀 Try it now - it’s live and public. You don't even need to be a lendasat user: so give it a shot🌐 https://t.co/JkIPSvHRak