Geçtiğimiz 2 yıl boyunca sürekli BTC almaya odakladım ve bunun için çalıştım. Alt coinlerde işlem yaparken bile BTC parametresine dikkat ettim. Bugün ise hedeften şaşmamak adına, bana ve size de hatırlatıcı olması nedeni ile bu tweeti atıyorum. O yüzden bu tweet’i sabitlicem +++
@Mayhem4Markets The ability to store and transfer debasement-resistant value globally without centralized permission.
And among the ways to do that, it’s the protocol with the best liquidity and decentralized track record. Network effects.
If you put $10,000 into long-term US gov bond shitcoins 10 years ago, you'd have $8,550 today.
If you put it in bitcoin, it'd be $1,700,000
The bond market is a way to bankrupt people who lend money to pedophiles to mass murder foreigners, enrich cronies & buy elections
Those are nominal returns. You want real returns.
28yo investing $1,200/mo in S&P 500 (nominal vs real at 5.5% inflation). Inflation is based upon expansion of M2 money supply since 2000.
Age 40: $290k → $153k today
Age 45: $532k → $214k
Age 55: $1.48M → $349k
Age 62: $2.84M → $460k
Inflation quietly steals ~84% of your purchasing power over 34 years.
Two years ago, I sold every stock and ETF I owned and moved 100% into Bitcoin.
Update: Bitcoin is in a drawdown.
“See? You should’ve diversified.” 😂
Here’s the breakdown:
My portfolio: +104% total
18.5% annual CAGR
S&P 500: +98% total
12.8% CAGR
Gold: +108% total
13.3% CAGR
You can see everything converging toward a single point on the graph. Keep in mind, Bitcoin is still over 30% below its all-time high from last year, while gold and the S&P are near record highs. Yet Bitcoin is still showing total returns similar to gold and the S&P. Amazing!
I started getting serious about Bitcoin in 2021. Back then, I put 5% of my investment account into it. Cautious. Skeptical. Over the next three years, I steadily increased that allocation as conviction replaced doubt.
When the Bitcoin ETFs launched in early 2024, that was my signal. I went 100%. I saw Bitcoin as the clear winner in this space, and with Wall Street getting serious, so was I.
I provide more details here:
https://t.co/IvdNz6wC5U
I’m not telling you to go all in on Bitcoin. I’m simply showing you what I’m doing. I do recommend studying Bitcoin carefully and making your own decision.
Bereketiyle olsun. Benim de yılbaşından itibaren porfoyumun performansı %42. Aslında biraz daha fazla daha fazla. Diğer app’de boyle bir metrik olmadığı için göremedim. Market yukarı cıkarken, hareket etmeyen varlıkları satıp kaldırclı teknoloji hisselerine geçiş yaptım.
Dün muhteşem bir gündü.
Dünkü kapanış itibarıyla toplam portföyüm yılbaşından beri %26.65 getirdi.
Aynı dönemde portföy benchmarklarım olan SPX %7.57 ve NDX %14.54 kazandırdılar.
Portföyüm kurulduğu 7 Mart 2025’dan bu yana %89.17 getiri sağladı.
Aynı dönemde SPX %28.23 ve NDX % 44.50 kazanç sağladılar.
An itibarıyla nakit oranım %12.28, hedge pozisyonum yok. Ama gelecek hafta önlemlerimi biraz yükseltmek niyetlisiyim.
Dün dört alımım ve iki satışım vardı. İşlem hacmim ezici büyüklükte alım tarafındaydı.
Portföyüm çok büyük ağırlık olarak ABD teknoloji hisselerinde uzun vadeli spot yatırımlardan, az miktarda opsiyon ve swing işlemlerinden oluşuyor.
Bu portföyde Türk hissesi ya da kripto para bulunmuyor.
NOT: BÜTÜN GETİRİLER ABD$’ı CİNSİNDEN HESAPLANMIŞTIR
Raise a glass to @halfin!
Today would have been Hal’s 70th birthday.
Hal Finney is one of the most important cypherpunks in the history of Bitcoin. When the whitepaper was published, most people ignored it. Hal Finney was the one of the few cryptographers who believed in it.
Strategy owns 815,061 Bitcoin.
Without adding a single Bitcoin, Strategy needs a $224,000 Bitcoin price to become a top 100 company in the world by market cap.
If Strategy gets to 1.2 million Bitcoin by the end of the year, and are at a 1.5x mNAV...
....they only need a Bitcoin price of $101,000 to be in the world's top 100 companies.
They already bought ~53,000 Bitcoin this month... not even including this week's buys yet.
If they get to 1.5 million Bitcoin by EOY 2027...
...they only need $183,000 Bitcoin to be bigger than both GOLDMAN SACHS and the BANK OF CHINA.
Yeah.
Things are about to get REAL.
BUCKLE UP, KIDS.
$MSTR
We operate a high-performance exchange and are particularly interested in working with teams trading spot and perpetual markets at scale.
If you’re attending the event or based in France, feel free to reach out. Would be great to meet in person.
I’ll be attending Paris Blockchain Week 🇫🇷
We’re looking to connect with market makers, quant traders and HFT firms to exchange ideas, explore potential collaborations, and see where we can create value together.