₿rett Munster

Portfolio Manager at Blockforce Capital and author of The Node Ahead newsletter

[₿rett Munster @bmunst]

Possibly the best speech on crypto I have ever heard. @ErikVoorhees captures the spirit of this industry better than I ever could.

[Inflection Point @BWInflection]

Why are we here?

Permissionless II opener from @ErikVoorhees that got an entire crypto conference on their feet

[The Wolf Of All Streets @scottmelker]

The case for Bitcoin.

Send this to anyone who asks why Bitcoin matters.

[₿rett Munster @bmunst]

@BrentGranado

[Alex Thorn @intangiblecoins]

the idea of “risk-free return” is gone.

we’re now in the era of “return-free risk.”

bitcoin offers something radically different:

no counterparty. no dilution. no borders.
just code, consensus, and scarcity.

[Matt Hougan @Matt_Hougan]

Bitcoin has outperformed the S&P 500 over the past 1-, 2-, 3-, 4-, 5-, 6-, 7-, 8-, 9-, 10-, 11-, 12-, 13-, and 14-year periods.

[Hester Peirce @HesterPeirce]

Bye, bye SAB 121! It's not been fun: https://t.co/cIwUc0isUE | Staff Accounting Bulletin No. 122

[Quinten | 048.eth @QuintenFrancois]

💥BREAKING💥

8 states are pushing for a Strategic Bitcoin Reserve Bill:

🟢 New Hampshire
🟢 Alabama
🟢 Florida
🟢 Pennsylvania
🟢 Texas
🟢 Ohio
🟢 North Dakota
🟢 Oklahoma

The message is clear: America wants Bitcoin. 🇺🇸

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: $11.5 trillion BlackRock says that #Bitcoin and crypto adoption is outpacing the internet and mobile phones.

[Paul Grewal @iampaulgrewal]

Tl; dr: FDIC lied. I don't say that lightly. But the redactions clearly weren’t about protecting confidential supervisory information. They were about covering up evidence that they tried to kill BTC transactions, the development of blockchain tech, and even a bank account for stablecoin reserves. 2/6

[nicolas, 30 ans @nic_carter]

So in summary, we now have it on record that between 2022 and 2023 the FDIC sent out at least 25 letters asking banks to indefinitely pause or curtail:

- Bitcoin and ethereum buy/sell products for bank clients
- private blockchain settlement networks
- public blockchain settlement for bank client transfers
- permissioned stablecoin issuance
- the holding of cryptoassets and NFTs by banks
- onboarding of “ecosystem” firms as clients (letter 16)
- Bitcoin backed lending
- providing depository services to stablecoins
- issuing debit cards with Bitcoin cash back

OCP2.0: not a conspiracy theory.

[Bitcoin Archive @BitcoinArchive]

🇪🇺 European MP: "Donald Trump is going to create a #Bitcoin Strategic Reserve. Bitcoin is skyrocketing. The EU is squandering our money!"

EU MP @knafo_sarah tells the European Parliament to set up a "Strategic Bitcoin Reserve".

WATCH ENGLISH TRANSLATED SPEECH (Ai)

[₿rett Munster @bmunst]

@BrentGranado Short answer is no. This myth has been debunked for a while. Wrote about this years ago.

https://t.co/MrmBciquKr

[Matt Hougan @Matt_Hougan]

When bitcoin hits $1 million, investors are going to look back and wonder how they missed such obvious signs, including:

>>The once-and-future President of the United States keynoting the Bitcoin Conference

>> BlackRock recommending a 2% allocation to bitcoin in portfolios

>> Bitcoin ETFs being the most successful ETF launches of all time by a factor of 6X

>> Investors like Ray Dalio saying you should own bitcoin.

Incredible investments always look obvious in hindsight. Bitcoin is screaming right now for people to pay attention.

[₿rett Munster @bmunst]

Happy hundred K bitcoin day

[Paul Grewal @iampaulgrewal]

A remarkable ruling. Yet another court holds that @SECGov was arbitrary and capricious. Yet another court holds that @SECGov defied Congress' will. Yet another court holds that @SECGov violated the law.

[₿rett Munster @bmunst]

YES!

[CoinDesk @CoinDesk]

JUST IN: Gary Gensler will leave the SEC on Jan. 20.

https://t.co/Xe9seEGS8b

[CoinDesk @CoinDesk]

JUST IN: Gary Gensler will leave the SEC on Jan. 20.

https://t.co/Xe9seEGS8b

[Chris Burniske @cburniske]

They threw the most powerful political system in the world at us, kicking the industry again & again while it was down, and they still couldn’t break us. If that doesn’t prove crypto’s staying power to you, I don’t know what will.

[The Wolf Of All Streets @scottmelker]

BlackRock Expands BUIDL To Aptos, Arbitrum, Avalanche, Optimism's OP Mainnet, And Polygon

BlackRock is expanding its tokenized fund, the BlackRock USD Institutional Digital Liquidity Fund (BUIDL), to five new blockchains: Aptos, Arbitrum, Avalanche, Optimism's OP Mainnet, and Polygon. This move broadens access to the fund, which is backed by short-term U.S. government bonds and designed to offer institutional investors and decentralized finance protocols a way to earn yield and use the token as collateral. BUIDL, initially launched on Ethereum, has already attracted over $520 million in deposits, making it the largest product in the $2.3 billion tokenized U.S. Treasury market.

Source: Coindesk

[The Block @TheBlockCo]

BlackRock's tokenized fund BUIDL expanding to Aptos, Arbitrum, Avalanche, Optimism and Polygon https://t.co/RFWP5Zp5zs

[Securitize @Securitize]

🌐 BlackRock Launches New BUIDL Share Classes Across Multiple Blockchains

We’re thrilled to announce that the @BlackRock USD Institutional Digital Liquidity Fund, tokenized by Securitize, is expanding across @Aptos, @Arbitrum, @Avax, @Optimism, and @0xPolygon. This multi-chain expansion marks a major step forward for real-world asset tokenization.💡

➡️ https://t.co/zPYIF1QFGn

🧵 Read more below 👇