fremen

neet

[sacha @sacha]

as an investor, your default state should be to do nothing almost all of the time

basically you need to be great at constantly saying no and sitting on your hands until you really see the fat pitch within your circle of competence (which might only happen once or twice a cycle)

[fremen @befremen]

🎯

[Bit Paine ⚡️ @BitPaine]

If you’re mad at @Saylor just think of the counterfactual where the 850,000 $BTC acquired by $MSTR is held by retail traders instead.

$MSTR treasury is the safest most illiquid place for them, and every retail trader who bought $MSTR instead of $BTC and puked up his shares due to volatility is one less tranche of $BTC being sold right now.

$MSTR is not exacerbating this bear; it’s mitigating it.

[Neet @neet_sol]

“The trouble with being in the rat race is that even if you win, you're still a rat.”

[signüll @signulll]

“man shouldn't be able to see his own face. there's nothing more sinister. nature gave him the gift of not being able to see it and of not being able to stare into his own eyes.

only in the water of rivers and ponds could he look at his face. and the very posture he had to assume was symbolic. he had to bend over, stoop down, & to commit the ignominy of beholding himself.

the inventor of the mirror poisoned the human heart.”

[Benjamin Hodl @ToxicBTC21M]

The realistic probability that any current competitor surpasses Strategy ($MSTR) in #Bitcoin holdings over the next 7 years is near-zero (according to @grok). To me it's ZERO.

$MSTR closely embodies Peter Thiel’s 0-to-1 concept by pioneering a definite-optimism Bitcoin treasury strategy that created a new category rather than copying others, building a strong early monopoly through sales mastery, narrative power, and execution scale.

This positions MSTR as a “last mover” with durable advantages in the corporate Bitcoin space, even as the broader strategy benefits Bitcoin via increased demand.

[fremen @befremen]

🎯

[Dan Hillery @hillery_dan]

Watching Strategy's Retail Q&A now,

people will watch these presentations in business schools 10 years into the future when the creation of STRC is being studied.

The apex fiat instrument.

[Luis Garicano 🇪🇺🇺🇦 @lugaricano]

Countries get the cabinets they pay for. Singapore pays its Foreign Minister about S$1.1m, around US$800,000. The salary is benchmarked to 60% of the median income of the top 1,000 Singaporean earners. That is why you can get Vivian Balakrishnan, former eye surgeon and hospital chief executive, implementing @karpathy's external brain idea (link below). The speech shows deep understanding of AI and fills one with confidence about Singapore's future.

The UK Foreign Secretary earns roughly £165,000: the MP salary plus a ministerial salary of about £67,000. The ministerial part is frozen since the crisis and is down by roughly a third in real terms since 2010. This is what a junior Magic Circle lawyer earns.

Spain pays its ministers around €85,000. So you do not get a surgeon who has run hospitals. You get a party loyalist who has never run anything.

[Cedric Youngelman ⚡️ @CedYoungelman]

Project Hail Mary is Bitcoin.

[fremen @befremen]

Their ignorance is our edge

[This Week in Startups @twistartups]

$MSTR (MicroStrategy) has gotta be the weirdest “Bitcoin exposure” trade out there.

@jason ‘s take, if you want BTC, just buy BTC… What’s all this extra confusion??

When a public company starts layering on perps, strikes, calls, and even hardcore SEC-filing nerds like @alex can’t explain it, that’s how you know there’s something fishy going on here…

@saylor come on the pod and prove us all wrong!

NOT FINANCIAL ADVICE 👺

[Robert Leshner @rleshner]

The Bitcoin whitepaper is the first time in history a groundbreaking technology AND its first killer app were revealed simultaneously

[fremen @befremen]

@chloejiani @solana 💯

[fremen @befremen]

@MacroMate8 Pure STRC with the same yield - 11.5%

[fremen @befremen]

🎯

[Sminston With 👁 @sminston_with]

Everyone knows intuitively that Bitcoin is and has been undervalued for some time now.

When it makes its run on the other side of this crabcrawl, I imagine the price potential will be more awesome than most are anticipating.

[fremen @befremen]

💯

[Sam Altman @sama]

"post-AGI, no one is going to work and the economy is going to collapse"

"i am switching to polyphasic sleep because GPT-5.5 in codex is so good that i can't afford to be sleeping for such long stretches and miss out on working"

[fremen @befremen]

💯

[Fred Krueger @dotkrueger]

I think MSTR’s balance sheet should be emulated on a personal level

- no more than 33% debt
- 3 year cash buffer
- the rest in Bitcoin

[SightBringer @_The_Prophet__]

⚡️This “professor “ asking “where are the servers” in 2026 is like a medieval cartographer asking where the edge of the earth is in 1520.

The question reveals that the person asking it hasn’t updated their model of reality despite overwhelming evidence that the old model is wrong.

Bitcoin has been running for seventeen years. It has survived the shutdown of Silk Road, the collapse of Mt. Gox, a Chinese mining ban, multiple 80% drawdowns, regulatory assault from every major government, and active hostility from the entire traditional financial system. If the CIA built it they built the most resilient piece of infrastructure in human history and then let it be attacked repeatedly by other arms of the same government.

That doesn’t hold up for five seconds under basic scrutiny.

But the CIA theory isn’t really about the CIA. It’s about the desperate need to locate an authority behind the thing. Because if there’s no authority then every assumption about how power works, how money works, how systems work, comes into question. And for someone whose entire career and status and identity is built on understanding how systems work, that’s not an intellectual problem.

That’s an existential one.

The real thing happening in that clip is a man protecting his worldview in real time. The question “where are the servers” isn’t curiosity. It’s defense. If the servers can be located then the system can be understood within his framework. If they can’t be located then his framework is incomplete. And admitting your framework is incomplete when your framework is your career is something almost nobody will do voluntarily.

This is why Bitcoin adoption follows generational lines more than intelligence lines. It’s not that older people are dumber. It’s that they have more invested in the existing model. Decades of career. Status built on expertise within the current system. Reputation staked on understanding how things work. Bitcoin doesn’t ask them to learn something new. It asks them to accept that something they spent their life mastering is being replaced. That’s a fundamentally different ask. Learning is easy. Unlearning is almost impossible when your identity is built on what you know.

The “where are the servers” question will be studied in the future the way we study people who rejected the heliocentric model. Not as stupidity but as a perfect example of how paradigm resistance works in practice. The evidence was available. The system was running. The proof was on the blockchain for anyone to verify. And he looked at all of it and said “but where is the building.”

There is no building. There was never going to be a building. The entire point is that there is no building. And the people who need a building to believe something is real are going to be the last people on earth to understand what happened.

By the time they get it, it will have already restructured the global financial system around them.

They’ll be standing in the rubble of the old model still asking where the servers are while the new one runs on sixty thousand nodes they never bothered to look at.

[fremen @befremen]

Game changer

[Michael Saylor @saylor]

$1.156B of liquidity. One penny of volatility. Closed at par. $STRC

[fremen @befremen]

🙌

[Alice Smith @TheAliceSmith]

Thank you, capitalism!

[fremen @befremen]

💯

[loomdart @loomdart]

You need to be positivity echo chamber maxing

Mute politics, mute intellectuals, mute war updates

It’s all useless anyway, literally 0 benefit to getting any of the war updates yet they cause infinite loss to ur brain

[fremen @befremen]

💯

[kache @yacineMTB]

it is insane what i am now capable doing with a computer