breeze

[David Wolfe @DavidWolfe]

The sun doesn't cause "cancer"..
...but toxic sunscreen does.

[breeze @breezecatcher]

@jackmallers @aaronwise You are the new generation Jack..I’m sure you will do it proud

[Jack Mallers @jackmallers]

All of the above is true and everything in that filing is accurate. I'm not hiding anything.

When a founder/CEO of a public company departs, there are payroll, vested equity, and tax items that have to be settled. That's what you're reading.

I voluntarily resigned, took no severance, and forfeited the overwhelming majority of my long-term compensation (3% of the company). That's the story.

Happy to answer any questions you have.

[Elon Musk @elonmusk]

@martianwyrdlord I’m down

[Adam Livingston @AdamBLiv]

Bitcoin's next halving is 633 days away.

That sounds distant until you run the clock.

90 weeks. 20.8 months. 56.5% of the current cycle already gone.

Estimated halving: April 13, 2028

The block subsidy is heading from 3.125 BTC to 1.5625 BTC.

Tick tock.

[breeze @breezecatcher]

@JohnMcCloy He realized he was going to get Charlie kirked…that’s what happened

[breeze @breezecatcher]

@MorEdge_Insight It was the Jews that wrote the Koran…your all just chattel

[breeze @breezecatcher]

@BritishHodl Thanks British…I thought it was just me,but I really needed to hear that from someone else to get total clarification

[BRITISH HODL ❤️‍🔥🐂❤️‍🔥 @BritishHodl]

If you hear a Pro-BIP110 Bitcoin-er.

That’s a Bitcoin communist.

Simple as that.

As Adam Back said, you can’t stop spam by modifying TCP/IP.

These people want to be Dictator’s, they are “The Bitcoiners”, you must Bitcoin how they approve.

They are not really authentic to Bitcoin’s primary message of Freedom & in their hysteria they have believed a story by a bunch of Bitcoin mental health psych ward patients.

I do not believe in use-case discrimination by a bunch of communists.

[IRISH PATRIOT @irishpatriot91]

I am about to publish a plan for Ulster and for both communities.

It’s time to put our people first. 👊🏻

I hope I get your support on this.

[breeze @breezecatcher]

@jackmallers @comic Good on ye Jack…you just got an education no mount of money can buy.Strike will be better than ever

[Jack Mallers @jackmallers]

Yes, it didn't go the way I hoped. Sucks. I'm sorry about that.

But let's be precise with words. I didn't "rug pull" anyone. I resigned voluntarily, took no severance, forfeited my options, and walked away because the board and I couldn't agree on the future of the company.

If the board and I could not agree, the right thing to do is walk away, let the board pursue what they believe, and build on Bitcoin my way at @Strike

[Jean555 @Jean5565]

@dejanirasilveir Il est temps de se réveiller pour ne pas disparaître !

Honneur à notre histoire !
Fiers d’être nés sur des terres chrétiennes qui nous ont apporté développement et sécurité jusqu’au 20eme siècle !

[dejanira @dejanirasilveir]

🚨🚨IMPRESIONANTE‼️HOLANDA 🇳🇱👏👏👏
80.000 Cristianos nos muestran que Europa FUE, ES y SERÁ cristiana.

Menos orgullo, más Jesús!!!

El avivamiento cristiano está cobrando impulso.
¡Esto es lo que se necesita en el mundo entero!

[Adam Livingston @AdamBLiv]

🔥THE MOST OBVIOUS BUY SIGNAL IN BITCOIN🔥

It is increasingly clear that Bitcoin/Gold bottomed in February, and the timing is absurdly symmetrical.

Ratio peaked on Dec 2013 and bottomed Jan 2015 - 406 days.

Ratio peaked in Dec 2017 and bottomed Feb 2019 - 418 days.

Ratio peaked in October 2021 and bottomed in December 2022 - 437 days.

Ratio peaked in December 2024 and bottomed in February 2026 - 433 days.

-84.7%, -83.2%, -75.5%, and -69.2% drawdowns.

The 2019 analog is the warning. By day 148, the ratio had already exploded 206%, Bitcoin had risen 227%, and the market was badly overextended. Bitcoin subsequently fell 33% over six months and remained negative one year later.

The current setup is almost the opposite. The ratio has risen only 32.8%, Bitcoin itself has risen just 2.7%, and the reversion has been manufactured primarily by gold falling. There has been essentially no Bitcoin numerator expansion yet.

That gives the setup latent convexity. Gold has already done much of the work required to end the relative bear market. Should gold stabilize while Bitcoin begins a genuine USD bull leg, the ratio can accelerate rapidly because the denominator has already compressed.

The cleanest comparable cycle is probably 2023, rather than 2015 or 2019.

It occurred at a similar absolute ratio scale, involved a more mature Bitcoin market, and had a moderate, not euphoric, day-148 recovery.

That analog experienced another short-term dip, followed by BTC returns of +34.8% over 6 months, +143.4% over 12 months, and +284.1% over 24 months.

The cleanest comparable cycle is probably 2023, rather than 2015 or 2019. It occurred at a similar absolute ratio scale, involved a more mature Bitcoin market, and had a moderate - not euphoric - day-148 recovery.

That analog experienced another short-term dip, followed by BTC returns of +34.8% over six months, +143.4% over twelve months, and +284.1% over twenty-four months.

BTC/gold appears to have completed a historically normal 433-day bear market, but 148 days into the recovery, Bitcoin has contributed almost none of the reversion.

Why is this bullish? Because the bottoming clock looks very mature and the actual bull-market move in Bitcoin still looks remarkably underdeveloped.

Today is the 94th-lowest observation out of 3,713 days in terms of deviation below the 4 year moving average of BTC/Gold. It has only been lower than today on 2.5% of all days.

My chart bootstraps the early years with an expanding average until a complete 1,461-day history exists. Restricting the comparison only to dates with a full, strict four-year lookback puts today at the 4.08th percentile.

This is the most obvious buy signal in Bitcoin:

[Jack Mallers @jackmallers]

I've decided to step down as CEO of Twenty One.

This wasn't an easy decision, but it was the right one. This experience brought tremendous clarity about who I am and what I want to build.

My life's work remains Bitcoin. My Bitcoin company is @Strike.

The work continues.

[BRITISH HODL ❤️‍🔥🐂❤️‍🔥 @BritishHodl]

@jackmallers @ejuline @Strike Well done for trying & doing so well at your age.

We’re all proud of you & this decision.

It’s the right thing to decide to build.

Bitcoin Treasuries are done.

MSTR is king.

[breeze @breezecatcher]

@jackmallers @MartyBent @Strike Welcome back Jack…hell ain’t that nice

[Adam Livingston @AdamBLiv]

MSTR already back up to a 1.05x mNAV.

They can continue to sell MSTR for Bitcoin or cash for the reserve... both are accretive for shareholders.

They can pretty much survive any realistic bear market... this is an absolute cake walk compared to 2022.

[WWG1WGA🇺🇸♥️ @WWG1WGA_QQ]

🚨BREAKING: Reports are circulating that Times Square is planning to unveil The Cross of Light, a giant glowing golden cross of radiant beams, created with powerful lasers.

Do you support this?