Btcsk8er

[Btcsk8er @btcsk8er]

Professional Athlete Wealth Preservation Timeline.

1. Buy real estate.
2. Hire a financial advisor.
3. Study Bitcoin.
4. Panic
5. Get a 5–30% Bitcoin allocation.
6. Fire your financial advisor; replace with @saylor, @LynAldenContact, @saifedean.
7. Sell your real estate, S&P, and other imperfect assets, get as close to a 100% Bitcoin allocation as possible, as soon as possible.
8. Stay humble, stack sats, focus on your career and align your trajectory with the most ethical and financially superior force in the world.

[Luke Broyles @luke_broyles]

Robinhood buys $25,000,000 of Bitcoin.

Why is it a big deal, why it isn't a big deal, and why it matters.

Why is a big deal: Robinhood has a market cap of $96 billion which is a market cap 50% larger than @saylor's Strategy at $61 billion. This is a large company and other than Tesla/SpaceX it is the largest corporate buyer of BTC in terms of market cap. The hardest step is the first one.

Why it isn't a big deal: $25 million out of a $96 billion market cap and $5.4 billion of unrestricted cash on hand is tiny. Imagine having a net worth of $96,000 with $5,400 in cash and buying $25 of Bitcoin.

Why it matters: it is rare for any company to say they have "gotten off zero" with Bitcoin and even rarer for a company to have a large position. This is just a sign of how early you are.

Good for them buying 300 Bitcoin.

What happens when they deploy 50% of cash instead of 0.5%?

What happens when 30 other companies copy them?

[Adam Livingston @AdamBLiv]

The amount of capital about to flood into Bitcoin over the next five years is going to make the last 15 years look like a bake sale.

Wall Street competing with sovereigns.

There are 21 million Bitcoin.

Good luck everybody.

[Saifedean Ammous @saifedean]

So much noise and propaganda, but this remains the signal that matters most. As long as the money supply rises, the world's biggest problems keep getting worse.

[Adam Livingston @AdamBLiv]

Average annual increase of the US National Debt:

1993 to 2008: $370 billion per year
2008 to 2017: $1.14 trillion per year
2017 to 2026: $2.23 trillion per year

Bitcoin continues to be the best idea in the world.

[Lyn Alden @LynAldenContact]

Wait, you're telling me that running $2 trillion deficits, introducing new taxes on goods, and starting a fresh war in the Middle East, has not been effective at getting the cost of living down?

[Btcsk8er @btcsk8er]

See you at @btchelevent !

[Remu ⚡️ @btcbenchmark]

I respect Bitcoin companies that build cool world-class brands. For example, Ocean has real motion 🌊. I only work with brands that have motion. Having rockstars like Oski on board is proof of motion 🌊 Hasrate up to 51% soon 🌊

[Adam Livingston @AdamBLiv]

I can’t stop thinking about Bitcoin. Ever.

Because I spent years watching intelligent people dedicate their entire lives to optimizing around a problem they never questioned.

Working overtime. Negotiating raises.

You know, climbing ladders, managing teams, building businesses… things of that sort.

All while standing on a monetary floor that quietly sinks a few inches every year.

So basically the weirdest part of Bitcoin is what it does to your perception.

You start noticing that entire careers exist to outrun monetary decay.

Industries exist to outrun it.

Governments exist because of it.

Financial advisors exist because of it.

Half the economy feels like a giant exoskeleton humanity built around a broken measuring stick.

Then some autistic stranger on the internet tells you to buy a digital bearer asset and go for a walk.

And somehow that explanation starts making more sense than the civilization you grew up in.

That’s the part I can’t shake.

Bitcoin is exposing a layer of reality that most people never realized they were standing on.

And every day it survives, it becomes harder to ignore.

Forever.

[Adam Livingston @AdamBLiv]

For those of you who don't fully grasp the MAGNITUDE of what is happening with STRC and Bitcoin right now... let me spell it out for you.

Strategy has likely already acquired ~4,000 Bitcoin or so in the first half hour of trading today, assuming last week's capture rate above $100.

Let's take that as $302 million in cash.

This is money that NEVER has to be paid back, because it isn't debt.

Take $302 million and apply a 25% CAGR (this is considerably LESS than the Bitcoin Power Law... just to be CONSERVATIVE).

After a decade this is $2.8 BILLION.

For that decade, Saylor has to pay a dividend. It's an 11.5% dividend right now, but it'll probably drop as the perceived risk profile drops the larger the Bitcoin hoard gets.

But remember, just to be CONSERVATIVE, let's keep the 11.5% number. That means over the decade that is $347.3 million in dividend payments.

The dividend amount is FIXED in DEPRECIATING FIAT and the Bitcoin acquired is APPRECIATING.

Over a decade, that is $2.5 BILLION CAPTURED.

From HALF an HOUR of trading.

Saylor is giving the way out to the fixed investors earning 3% by lending to governments that are going insolvent.

This is the biggest pool of capital on EARTH, straight into Bitcoin.

You are early still. But you won't be for long.

It would be a REAL SHAME if the entire world found about this...

THIS IS THE BITCOIN SINGULARITY.

[Lyn Alden @LynAldenContact]

I think that the Stretch $STRC preferred is going to have pretty insatiable demand this cycle.

That 9% yield with mechanisms to minimize vol, in a regulated and liquid security wrapper, hits the market sweet spot.

[Luke Broyles @luke_broyles]

Watching @MicroStrategy accumulate Bitcoin in real time is insane...

4.6 BTC per minute so far today.

A few days ago we surpassed 20,000,000 Bitcoin meaning there are less than 999,956 BTC left.

People haven't done the math.

@saylor has figured out the product that 1% of a $300 trillion bond market is going to want.

Satoshi Nakamoto figured out how to make peer to peer electronic cash.

Michael @saylor has finally figured out how to dig a channel in the ground from the massive ocean of endless fiat money so that gravity can do the work for water to flow into the kiddie pool that is Bitcoin.

STRC is still only $3.8 billion and 1% of $300 trillion is $3 trillion... This Bitcoin price is not sustainable.

STRC accumulated now well over 1,100 BTC today. There are less than a million Bitcoin to be issued and a handful of million that can be sold.

What happens after 1,000 trading days? Bitcoin is infinity divisible so we won't run out or lose volume, but price must go up.

What happens when a major world government simply "copy+paste" this for it's own sovereign debt+currency?

The playbook is literally right here in real time.

The demand is insatiable because you can print currency forever.

"The first country that prints it's own currency for Bitcoin wins." - @saylor

https://t.co/xvwhG7NyLb

[Jeff Swanson @theswansjr]

The 20,000,000th Bitcoin was mined today.
Only 1,000,000 left.

Over the next 114 years, Bitcoin’s supply grows just 5% total.
Meanwhile government currencies inflate ~5% every year.

Two monetary systems.
One preserves value.
One erodes it.

[Adam Livingston @AdamBLiv]

Bitcoin has returned +6.35% since the cycle high in 2021.

The S&P 500 has returned +45.88%.

$100 DCA into the S&P would have turned $155,600 into $217,903.

You'd be up $62,303 for +40%.

$100 DCA into Bitcoin would have turned $155,600 into $262,260.

You'd be up $106,660 for +68.55%.

That's the beauty of DCAing with Bitcoin's volatility.

Even if you take a timeframe that's badly cherry picked for Bitcoin's total return...

...those who are consistent win out.

HODL.

[Saifedean Ammous @saifedean]

Of course Epstein tried to control bitcoin. The entire point of bitcoin is that he can't.

This isn't the dollar or gold; there are no demented pedophiles in charge to blackmail.

If you sell the money he can't control for the one he controls, have fun staying a slave of pedos!

[Rajat Soni, CFA @Rajatsoni]

The fact that Bitcoin is Halal money is not priced in

That's 2 BILLION PEOPLE who have been excluded from the financial system, finally being able to save digitally

I'm not Muslim, but I know how big an impact this will have

Individuals who have never been able to invest before will be able to buy assets

I've spoken to friends who follow Islam, and they have no clue that Bitcoin is Halal

In fact... they don't even know what Bitcoin is

Traditional asset classes are based on "Riba" or interest

This means these assets are prohibited by the Islamic faith, because interest is seen as an unjust, exploitative gain, and such practice is forbidden under Islamic law

These people are saving in cash, losing money each year due to theft from inflation

Trillions of dollars will flow into Bitcoin that have never been invested before, and most people don't even realize it yet

[Btcsk8er @btcsk8er]

When people compare Bitcoin to “crypto” or to altcoins, they usually miss the most important variable in the entire analysis: inflation at the asset class level. Not inflation inside a single token but inflation of the entire shitcoin universe itself. In 2014 when Ethereum launched, there was essentially Bitcoin and a handful alternatives. By 2017 the ICO boom had expanded that into thousands of tokens. By 2021, DeFi, NFTs, forks, L2s and endless experiments had pushed that number into the tens of thousands. By 2026 (depending on how you count) there are now tens of millions of tokens, driven by permissionless issuance, memecoin factories, copy paste chains and now AI generated tokens. The supply of crypto (excluding Bitcoin & stablecoins) has expanded by multiple orders of magnitude in roughly a decade.

This changes the entire value proposition. Even if Bitcoin and the altcoin market had shown similar performance over some time period (which since 2022, Bitcoin dominance has risen), you would still need to account for the fact that the total pie of altcoins has been massively diluted. Capital does not scale at the same rate as token issuance. If one hundred billion dollars flows into a market with one thousand tokens, each token can capture meaningful value. If that same amount of capital flows into a market with ten million tokens, the average value per token collapses. This is monetary debasement, not innovation. It’s actually inflation in its purest form.

Bitcoin operates under the opposite dynamic. Its supply is capped at twenty one million units, its issuance rate declines over time and there is no horizontal dilution from competing assets within the same monetary network. New adoption strengthens Bitcoin rather than fragmenting it. In contrast, every new altcoin, every new chain, every new token does not reinforce the existing market but instead competes with it. Value is split not concentrated. Even within individual projects most altcoins are inflationary, so altcoin holders face both horizontal dilution from new tokens and vertical dilution within the tokens they already hold.

This is why aggregate metrics (like
”the altcoin market” or ”crypto ex-BTC”) are misleading. Indexes hide survivorship bias. Dead tokens fall out of the data and are replaced by new hype, but real portfolios do not get that luxury. Most tokens either go to zero, bleed slowly into irrelevance, or massively underperform Bitcoin over any meaningful time horizon. The few winners do not compensate for the structural dilution of the entire category.

Bitcoin dominance rising from the high thirties in 2022 to around sixty percent by 2026 is evidence of value absorption. Capital is not just rotating temporarily, it’s consolidating into the hardest asset. This mirrors every historical monetary competition. Thousands of private monies converge into national currencies. National currencies converge into reserve currencies. Eventually, one asset absorbs the monetary premium. Inside crypto, Bitcoin is already playing that role. Monetary darwinism.

When you factor in the exponential growth in the number of altcoins, holding shitcoins becomes worse than holding an inflationary fiat currency. Fiat expands at a ~7 % yearly average in developed nations and demand is at least structurally enforced through taxes and debt. Shitcoins expand at orders of magnitude, and demand is entirely optional. There no enforcement and no mechanism to prevent endless dilution. Even if you manage to pick short term winners, you are swimming against a current that is mathematically stacked against you.

[Adam Livingston @AdamBLiv]

🔥BITCOIN IS YOUR LAST DEFENSE🔥

Imagine clocking in for your first day of work.

You're 22. Bright-eyed. $30k in student debt, but hopeful.

You don’t know it yet, but you’ve already lost.

The game is rigged. The rules are hidden.

And the clock just started ticking.

Over the next 44 years, you’ll sell 79,000 hours of your life.

Birthdays missed. Back pain ignored. Lunch breaks skipped.

You trade time for dollars.

But the dollars are melting.

Since the year 2000, the U.S. has expanded the M2 money supply by 6.3% per year.

From $4.67T → $22.32T in 25 years.

That means the dollars you earned in Y2K…

…are now worth 6.8 cents.

Your money dies faster than you can save it.

Run the math.

At a 6.3% annualized debasement, over a 44-year career:

94% of your life’s earnings are siphoned away.

Out of 79,000 hours…

...73,700 hours of purchasing power disappear.

You worked eighteen and a half full-time years…

...FOR NOTHING.

The fiat system extracted your life-force.

They don't need guns because they can just do it...

Through your paycheck.

Through your savings account.

Through the lie of “2% inflation.”

Bitcoin is the firewall.

You buy it because you REFUSE to be HARVESTED.

You buy it because 79,000 hours is too much to give away.

You buy it because this is your only chance to own yourself.

Bitcoin is the final rebellion.

They stole your life.

TAKE IT BACK.

[Graham Stephan @GrahamStephan]

My real estate portfolio is hitting all-time highs, yet I’m selling everything. Here is the silent killer that nobody is talking about:

On paper, the portfolio is doing great. My property values have appreciated, rents are stable, and vacancies are low. But if you look beneath the surface, the math is fundamentally broken.

We are currently witnessing a massive divergence between Nominal Returns (the price on Zillow) and Real Returns (what you actually keep). While headline inflation has cooled to around 3%, the "Landlord CPI" is currently running at double-digit speeds, eating investors alive from the bottom up.

Here are the three anchors weighing down portfolios in 2026:

1. The Insurance Spike 📉: In states like California and Florida, we aren't seeing small bumps. We are seeing 50% year-over-year premiums increases. There are properties where the insurance cost has now surpassed the mortgage interest. That is a cash-flow killer that no amount of rent increases can ethically (or legally) cover.

2. The Tax Drag 🏛️: Local governments are strapped for cash, and property owners are the easiest target. Appraisals are soaring, meaning your property tax bill is rising significantly faster than your rental income. In places like Texas, we are seeing 20%+ hikes in valuations.

3. The "Real" Loss 💸: This is the part most investors miss. If your home value rises by 2% this year, but inflation is 3%, you haven't made money. You have technically LOST 1% of your purchasing power. You are taking on debt, liability, and stress just to go backward in real terms.

For the last decade, Real Estate was a no-brainer.
Low Rates + Low Overhead = High Returns.

2026 is turning it into a grind.
High Overhead + Sticky Inflation = Negative Real Yields.

I recently sat down and calculated my Return on Equity (ROE) across my entire portfolio. I realized I had millions of dollars in equity trapped in properties that were barely yielding 4.5% after these new costs. I can get 4.5% in a risk-free savings account without worrying about 2 AM emergency calls, squatters, or a new roof. I could get much more in a diversified portfolio of index funds.

That is why I’m selling. I’m moving from Asset Accumulation to Capital Flexibility. If you are a landlord, you need to run these numbers today. You might be working for your house, rather than your house working for you. But if you are someone looking to buy your first house, there are still cases where this might make sense for you.

I broke down the exact math, the specific markets I’m watching, and where I’m moving my capital in this week’s newsletter. I'll drop the link here in a bit.

[Fernando Nikolić 🇦🇷 🟠 @basedlayer]

The reason Bitcoiners sound like cult members is that deprogramming from fiat looks like radicalization to people still in the cult

[Btcsk8er @btcsk8er]

@MasonFoard Too good

[Mason @MasonFoard]

https://t.co/9536Rmt2uy