Vince Benitez

#Bitcoin | Small Business Owner | Aspiring Vegan

[Elon Musk @elonmusk]

Bitcoin is my safe word

[Fred Krueger #BIP-110 @dotkrueger]

The latest by Joe, esquire.
I've read it and it's great.

[Fred Krueger #BIP-110 @dotkrueger]

https://t.co/qFY8trn5tm
request invite now. oct 16 is locked.

[The Bitcoin Historian @pete_rizzo_]

JUST IN: $40 BILLION HEDGE FUND MANAGER JUST SAID THEY ARE RECOMMENDING 15% ALLOCATIONS TO #BITCOIN

BTC IS THE BEST PERFORMING ASSET "OF THE LAST 12 YEARS"

IT IS HEADING TO "$1,000,000 PER COIN"

MASS INSTITUTIONAL ADOPTION IS NOT PRICED IN🚀

[The Bitcoin Historian @pete_rizzo_]

JUST IN: MICHAEL SAYLOR JUST ANNOUNCED STRATEGY WILL LAUNCH A GLOBAL EFFORT TO UPGRADE #BITCOIN FOR QUANTUM

LEGENDARY 🔥

[Jonny G 🇺🇦 @dontforgetchaos]

I make no apology for posting this photo. I think it’s a photo that will haunt America in the years to come.

This is what you have become. If you defend this, have a word with yourself.

[Dr. Margot Paez @jyn_urso]

He was never a threat. 1) he has a license to carry a concealed weapon and a constitutional right to bear arms. 2) He raised his arms to show he was not a threat. 3) The weapon was removed prior to being shot.

There is no room for interpretation. ICE committed a crime. They are murdering innocent people. They do not represent the ideals of this country and it is time to shutdown ICE.

[Anthony Scaramucci @Scaramucci]

Trump is being told by GOP senators invade Greenland, you will be impeached and removed from office. Encouraging.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Senate Democrats are planning to introduce legislation to block President Trump’s newly announced 10% tariffs on 8 European countries who oppose the US acquiring Greenland.

We also await the highly anticipated Supreme Court ruling on tariff legality.

[CryptosRus @CryptosR_Us]

NVIDIA CEO ACTUALLY GETS BITCOIN

Jensen Huang explained Bitcoin as turning excess energy into money and making that value portable anywhere in the world.

This matters because most critics still argue about energy use without understanding that #Bitcoin monetizes wasted power and converts it into a global asset. ⚡

When the CEO of NVIDIA explains $BTC this cleanly, it’s obvious who actually understands the tech -- and who doesn’t. 🧠

📹 JAN3

[Bitcoin Archive @BitcoinArchive]

JUST IN: 🇺🇸 Elon Musk says Bitcoin is a real currency based on energy ⚡️

[5418 @Johamburg_5418]

@BittelJulien @RaoulGMI way too much text. (Gemini Nano Banana Pro is insane...)

[Julien Bittel, CFA @BittelJulien]

I wanted to give everyone something meaningful, a gift…

This comes from Global Macro Investor (GMI) and a deep, long-running body of research developed by @RaoulGMI and myself.

Many of you already know The Everything Code, which is our framework for understanding the macro landscape and why major central banks are debasing their currencies to manage aging demographics and overwhelming debt loads.

I call this a gift because these four charts, while only scratching the surface of The Everything Code, give you the big-picture context you actually need in moments like this.

They stop you from getting lost in every Bitcoin pullback and explain why Raoul and I never panic, even when, to borrow one of his expressions, everyone’s acting like monkeys throwing poo at each other.

Once you understand The Everything Code, you stop trading short-term noise and expand your time horizon. You cannot unsee it.

The starting point is what we call The Magic Formula:

GDP growth = population growth + productivity growth + debt growth.

Population growth and productivity growth have been falling for decades. Debt growth is the only thing filling the gap.

The private sector has been deleveraging since 2008, mainly households, but debt levels are still around 120% of GDP. The public sector sits at roughly the same level.

Here’s the problem…

If the government is running debt at 100% of GDP and the private sector is sitting on another 100%, and for simple math we call rates 2% even though they are really closer to 4%, then the entire 2% trend growth of the economy is being consumed by servicing private-sector debts. That is a completely unproductive use of GDP. And then there’s the issue of public-sector debts. There’s just not enough organic growth to service the existing debt load.

To understand why this dynamic persists, you need demographics.

Birth rates peaked in the late 1950s and have been declining ever since. This shows up about sixteen years later in the labor force participation rate as each generation enters the workforce (chart 1).

That means the labor force participation rate is not going to rise any time soon. It is set to keep drifting lower. This is a structural problem.

Aging populations, falling birth rates, and rapidly expanding automation make the backdrop even more deflationary. AI and robotics are replacing humans at scale, and we are only at the beginning. This reinforces the need for ongoing stimulus to keep the system functioning.

With weak population growth and sluggish productivity, the only way to keep GDP expanding is through debt.

Now here’s where it gets interesting…

Government debt growth is completely offsetting the demographic decline and policymakers know exactly what they are doing (chart 2).

And what happens next?

All debt growth in excess of GDP gets monetized (chart 3).

Basically, since 2008, magic money has effectively been paying the interest. Governments issue new debt to cover old interest, and once rates fall enough, central banks absorb it onto their balance sheets.

So to wrap this up, demographics drive the decline in the labor force. Governments offset that decline with more debt. That debt eventually gets monetized through quantitative easing (QE) style operations, not always directly by the Fed, but through the coordinated ecosystem of the Fed, the Treasury, and the banking system. And the bottom line is that there’s still a massive wall of interest that needs to be monetized, far more than GDP can ever cover. Liquidity is literally the only game in town.

And what thrives in a world of perpetual debasement? Bitcoin (chart 4).

I know this correction has been painful, but it’s all part of the journey. These periods feel brutal in the moment, then they fade and the trend resumes. This too shall pass…

To quote Walter White from Breaking Bad, later echoed by @LynAldenContact, nothing stops this train.

MOAR COWBELL (liquidity) = number go up over time. Zoom out and be more bullish…

[Shanaka Anslem Perera ⚡ @shanaka86]

THE MARKET JUST PASSED A TEST IT WAS SUPPOSED TO FAIL

45+ billion dollars.

That is the sum that founding era Bitcoin holders, wallets dormant since 2010, just distributed into the market. More than 400,000 coins. Two percent of all Bitcoin that will ever exist. Sold.

The expected result based on every previous cycle: 60% to 70% collapse.

The actual result: approx 30% drawdown. Floor held. Recovery initiated.

This was not supposed to be survivable.

In 2017 this volume crashed the market 63% percent. In 2021 it triggered a seventy percent wipeout. November 2025 absorbed the same shock and stabilized above $80k.

So what changed?

BlackRock IBIT now holds over 778,000 BTC in a single vehicle. Eleven ETFs control over $110+ billion in assets. El Salvador bought $100 million at the lows. 1,436 whale entities accumulated through the chaos. 74% of all circulating supply has not moved in five years.

The demand architecture that absorbed this selling pressure did not exist eighteen months ago.

Read the on chain data. Exchange reserves at multi year lows. Short term holders capitulating at losses, SOPR at 0.94. Long term holders completely unmoved. The speculative tourists who chased $126,000 have been liquidated. Two billion dollars in leverage vaporized in a single day.

What remains is the most convicted holder base in Bitcoin history meeting the deepest institutional liquidity ever constructed for a digital asset.

Two populations now diverge.

One sees a thirty percent crash and interprets failure.

One sees a forty five billion dollar stress test passed and recognizes a phase transition in market structure.

The coins mined for pennies in basements during 2011 now sit on sovereign balance sheets.

This is not a correction.

This is proof of concept at civilizational scale.​​​​​​​​​​​​​​​​

Read the full deep analysis here - https://t.co/9sDiS0r39p

[Shanaka Anslem Perera ⚡ @shanaka86]

Every government that banned Bitcoin made the same mistake.

They thought they were fighting a company.

They were fighting a protocol.

I analyzed 50 countries over 12 years. Here is what the data proves:

China banned Bitcoin in 2021. Total ban. Mining. Trading. Everything.

One year later: $86.4 billion in crypto transactions. Underground. Unstoppable.

Russia proposed a ban in 2022. By 2024, Putin legalized it. Today Russia processes $376 billion annually and leads all of Europe.

Nigeria banned banks from touching crypto in 2021. The result? Nigeria became the number one country on Earth for peer-to-peer Bitcoin trading.

Every ban backfired.

Why?

Because the math is broken.

It costs a government billions to enforce a crypto ban. Surveillance. Prosecution. Border control. International cooperation.

It costs a citizen sixty dollars a year to evade it. A VPN. A free wallet. Done.

That is a million to one.

No enforcement regime in history has ever overcome odds like that.

When China shut down mining, global hashrate recovered in five months. The machines moved to Ethiopia. To Paraguay. To Texas.

Cut one head. Two grow back.

This is why nine countries have quietly reversed their bans since 2020.

This is why the debate is no longer “ban or allow.”

The debate is over.

The only question left: does your government tax it and monitor it, or does it surrender that ability forever by pushing it underground?

Prohibition does not eliminate demand.

It eliminates oversight.

The nations that understand this will lead the next financial era.

The rest will watch from the outside.​​​​​​​​​​​​​​​​

Read the full premium deep research article - https://t.co/XZtOtE8zo3

Subscribe for daily premium newsletter!

[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.

[Hiyoko₿ @hiyoko_peep]

Presentation on Bitcoin’s CAGR for the Next 20 Years 🚀📈

[Shanaka Anslem Perera ⚡ @shanaka86]

Love it. Two refinements so the barbell bites when it matters:

1. Treat business cash flow as equity beta, not cash. Keep a hard liquidity runway in 4–13 week T-bills anyway. Simple rule of thumb: runway = 6–12 months fixed spend + 0.3× the largest quarterly draw you’ve ever had in the risk sleeve.

2. Make rebalancing mechanical. Add to BTC/scarcity when any two of three fire: HY OAS > 500 bps, VIX > 30, or equity fund flows run negative for 4+ weeks. Trim and refill bills when OAS < 350 bps, real 10y > 2%, and flows surge.

3. Use bill carry to fund convexity. Small ladders of OTM index puts or low-delta collars turn “cash” into crash insurance without surrendering upside.

Business throws off the coupons, bills buy time, scarcity soaks debasement. The edge is rules, not vibes.

[Investment Wisdom @InvestingCanons]

Warren Buffett’s 2 approaches to diversification:

“Very few people have gotten rich on their seventh best idea, but a lot of people have gotten rich on their best idea…”

[Jon Hernandez @JonhernandezIA]

📁 Derya Unutmaz, immunologists and top experts on T cells, is internationally recognized for his pioneering work on immunity, aging, and chronic disease. This is what he says about AI:

“Don’t die in the next 10 years. Please try to survive, because if you live 10 years, you’re going to live another 5 years. If you live 15 years, you’re going to live another 50 years, because we are going to solve aging.”