undiversified

BTC

[undiversified @_icy_m]

@yonann 👎

[undiversified @_icy_m]

@edels0n weird take

[undiversified @_icy_m]

I think a more thorough perspective is probably "I don't care about price movements" or "i dont think price movements matter in the short term". Whatever it is, it probably leans towards - I don't care what people think about it because I know it will be important. Most people don't live in fantasy land

[undiversified @_icy_m]

@TXMCtrades https://t.co/ZPQJ9snRig

[David @david_eng_mba]

$BTC rewards time in the market, not perfect timing.

From 2020–2025:

2020: Hold BTC = +303%
Miss best 10 days = +44%
Miss best 20 days = -25%

2023: Hold BTC = +155%
Miss best 10 days = +21%
Miss best 20 days = -26%

2024: Hold BTC = +121%
Miss best 10 days = -5%
Miss best 20 days = -42%

That is the core psychology of Bitcoin:

Most people do not lose because they misunderstand the long-term thesis.

They lose because they get shaken out before the few days that matter.

Even after removing the best and worst days together, the long-term structure still holds.

Volatility is the admission price.

The edge is not trading every move.

The edge is surviving long enough to capture the network’s compressed upside.

[undiversified @_icy_m]

@JoeCarlasare If you don't join them, their "instinct" doesn't get validated. And people hate when you don't validate them

[undiversified @_icy_m]

@basedlayer maybe it's because by now it should be pretty obvious the company is built around bitcoin

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: 37.9% of the total Bitcoin supply remains unmoved for 4+ years, nearing all time highs 👀

Conviction is building. HODL ✊

[undiversified @_icy_m]

@dlawant Gotta be

[Milk Road @milkroaddaily]

Lyn Alden: The market keeps relying on outdated inflation patterns.

Everyone learned from the 70s that "the solution to inflation is always higher rates."

But that was an era when money creation came from bank lending.

"When you're in fiscal dominance... every time they raise interest rates, they actually blow out the fiscal deficit even more."

The Fed is fighting the wrong fire with the wrong tool.

FT @DavidLin_TV @LynAldenContact @EgoDeathCapital.

[undiversified @_icy_m]

@jackmallers @stoolpresidente Thanks Jack. You taking resumes?

[undiversified @_icy_m]

@ActuallyClimber doesnt need to

[Mike Alfred @mikealfred]

Every summer for 3 years we have seen a very significant move between June 15 and July 20. Most of these moves went vertical in 2-3 weeks. In one, it was entirely within 10 days. I think we are setting up for something similar for the 4th straight year. The reason is a mystery.

[undiversified @_icy_m]

@dlawant Someone had to do it!

[undiversified @_icy_m]

https://t.co/98VLbMikf5

[Brandon Gentile @brandon_gentile]

🚨 Magical thinking replaced adversarial thinking 🚨

“Bitcoin is the most important thing happening in the world today, which is why it’s constantly being attacked… my belief is that what we’re experiencing now has elements of it that suggest this is a long range attack on Bitcoin.”

“There’s nothing you can put in the code that makes Bitcoin money. Bitcoin is money because Bitcoin node runners and hodlers treat it as money.”

PC175 - FULL EP with @mattkratter 👇

Timestamps:
0:00 — PhD dropout to Peter Thiel's hedge fund
9:30 — The repo crisis that orange pilled Kratter
15:58 — Why Bitcoin's social layer collapsed after 2021
21:35 — Why Kratter broke with Saylor and Back
24:54 — Culture is upstream of Bitcoin consensus
33:40 — The real Bitcoin adoption checklist
35:36 — Iran's Bitcoin move targets the petrodollar directly
40:50 — Tether is quietly keeping fiat alive
43:48 — Bitcoin OGs told him to stop talking
49:09 — Bitcoin cannot be rebooted if it fails
53:47 — Five pools control 90% of all blocks
58:33 — Software centralization is as dangerous as mining
1:00:58 — Satoshi built the spam filters himself
1:22:02 — Core v30 decided behind closed doors
1:24:23 — Everyone profits from spam except node runners
1:28:09 — BIP 110: the conservative soft fork explained
1:31:04 — OP_RETURN opens the door to illegal content
1:37:09 — Sophisticated spam arguments are the red flag
1:39:01 — The Brink funding scandal exposed
1:42:07 — Hard forks vs soft forks explained simply
1:49:40 — Miners get paid, node runners store it forever
1:54:13 — Magical thinking has replaced adversarial thinking
2:05:49 — The government will not save Bitcoin
2:14:01 — Bitcoin defunds war — but nothing is guaranteed

[Jeff Park @dgt10011]

Black Scholes buries r* inside a volatility surface. Swaps hide it across a term structure. Binaries obfuscate it as the gap in the probability simplex. Perps just put it on the screen

The evolution of financial innovation is simply the implicit to explicit monetization of time

[Holger Wolff @Holger21M]

Bitcoin is currently sitting right in the power law support zone.
Today’s reading is lower than 99% of all historical Bitcoin data points.
Moments like this are extremely rare - such opportunities typically only appear every few years.
I suggest you study Bitcoin to see if you consider to extend your position now (no investment advice)