Alpine

Freedom. Sound Money. Alpine Republicanism.

[Alpine @Alpine1031]

For those who asked. These are the 10 tenets of Alpine Republicanism.

1.That sovereignty rests in the citizen, not in the state, under God who is the true sovereign of all.
2.That property, freely held and justly acquired, is the foundation of independence and stewardship.
3.That money must be sound, unmanipulated, and free from the hand of arbitrary power, honoring the commandment against false weights and measures.
4.That government must be small, frugal, and confined to the defense of liberty and law.
5.That decisions belong first to families, communes, and cantons, and only thereafter to distant authorities.
6.That peace is the natural condition of free peoples, and neutrality in foreign quarrels preserves both liberty and prosperity.
7.That the character, faith, and virtue of the citizen are the surest guardians of a republic.
8.That the customs, traditions, and Christian heritage of the Alpine lands strengthen freedom by binding generations together in faith and duty.
9.That the people retain the right of direct voice through assemblies and referenda, for no government may rightly silence its masters.
10.That stewardship of the land, the forests, and the waters is the duty of those who inherit them, to pass them on in freedom to those yet unborn.

[Alpine @Alpine1031]

@hillery_dan Some of this is self-healing. Bitcoin appreciation will organically delever these balance sheets, so I don’t mind entering this next bull run a little hot.

[Alpine @Alpine1031]

@_The_Prophet__ 🎯

[Alpine @Alpine1031]

@dotkrueger RPOW >> JPOW

[Alpine @Alpine1031]

Fantastic job, @Giovann35084111

[Giovanni's BTC_POWER_LAW @Giovann35084111]

https://t.co/EUc3OgKu72

[Alpine @Alpine1031]

Scalability is another huge advantage of $STRC.

No reason Saylor can’t keep running this at $200bn with a 4 Sharpe.

The very best investment managers may be producing 3-4 Sharpes after fees. But you can’t invest with them. They’re not taking your money, and are in fact returning capital most years due to capacity constraints.

$STRC just keeps chugging along, with daily liquidity, no fees, and a stellar Sharpe on high returns.

[Alpine @Alpine1031]

@scraymondjr @saylor 🤝

[Alpine @Alpine1031]

Lots of talk about $STRC and its Sharpe these days.

If you were watching closely, this was evident 6 months ago.

If you’re watching closely today, it’s evident that bitcoin will be above $150,000 a year from now.

@saylor has built a giant of modern finance.

[Alpine @Alpine1031]

@Strategy’s $STRC will become an absolute category killer once allocators realize it can deliver Sharpe ratios most investors could only dream of until now.

[Alpine @Alpine1031]

It all boils down to this.

If you don’t own at least 1 BTC, you’ll be on the wrong side of the largest wealth transfer in human history.

[Alpine @Alpine1031]

@dotkrueger @clinkie44 There’s never been a better setup on a risk-adjusted basis.

If you don’t understand what Fred is saying here, drop everything and read his book.

Don’t wait until bitcoin is at $300,000 to get on board.

[Alpine @Alpine1031]

@Bigpicture123 Bitcoin will double over the next year and MSTR will quadruple. Problem solved, critics silenced.

[Alpine @Alpine1031]

Great work, @Z06Z07! Easy 10x from here.

And folks please note Grain’s most aggressive case still only has bitcoin at $225,000 in Q4 2027, barely above the power law trend. He’s prudent not to model it higher, but we all know that in a true bull market, we could easily see double that.

Also, your last table in the article seems to suggest the $2,239 price is actually the 1.5x mNAV case, not the 2x mNAV case as indicated in the TLDR summary table here, and 3x mNAV in the summary is actually 2x mNAV? If correct, the analysis is even more bullish than the summary table suggests.

[MacroScope @MacroScope17]

Latest filing today for the Morgan Stanley Bitcoin Trust:

"The Bank of New York Mellon (“BNY”) and Coinbase Custody Trust Company, LLC (the “Coinbase Custodian” and together with BNY, the “Bitcoin Custodians”) are the bitcoin custodians for the Trust and will hold all of the Trust’s bitcoin on the Trust’s behalf."

https://t.co/zpN5QryBth

[MacroScope @MacroScope17]

Very important one.

In a filing today, sovereign wealth fund Mubadala reported owning 12.7 million shares of IBIT valued at $630.6 million as of December 31.

That's a 46% increase from 8.7 million shares previously reported as of September 30.

Filing:

https://t.co/vSlYJOg8T7

[Alpine @Alpine1031]

@BitcoinMagazine @saylor knows one big thing and it’ll make him the richest man in history.

[Alpine @Alpine1031]

Bitcoin is the first asset where marginal demand cannot be met with marginal supply. Price becomes the clearing mechanism for global liquidity.

[Alpine @Alpine1031]

@AshCrypto @saylor knows one big thing:

[Alpine @Alpine1031]

Bitcoin is the first asset where marginal demand cannot be met with marginal supply. Price becomes the clearing mechanism for global liquidity.

[Alpine @Alpine1031]

Bitcoin is the first asset where marginal demand cannot be met with marginal supply. Price becomes the clearing mechanism for global liquidity.

[Alpine @Alpine1031]

@saylor We’re crossing 20M BTC mined next month. Supply inflation is over and the only remaining adjustment mechanism at this point is price. Prepare the fireworks.

[Alpine @Alpine1031]

Next month, we’ll cross 20 million bitcoin mined, with only 1 million left to be mined over the next century.

For all practical purposes, bitcoin supply inflation is now behind us.

From here, the only way to accommodate demand is through price.

[Alpine @Alpine1031]

Next month, we’ll cross 20 million bitcoin mined, with only 1 million left to be mined over the next century.

For all practical purposes, bitcoin supply inflation is now behind us.

From here, the only way to accommodate demand is through price.

[Alpine @Alpine1031]

Great read!

[Jeff Park @dgt10011]

https://t.co/dvhDRKa1Gm

[Alpine @Alpine1031]

MSTR is now an 80% vol asset.

We could easily see $1,000, or perhaps as much as $2,000, a year from now and it would not be a statistical stretch whatsoever.

We are accustomed to thinking linearly and it is often a good enough approximation of reality.

But 80% vol is incomprehensible to the linear mind, and yet that is exactly where MSTR sits right now. Time to think exponentially and buckle up.