Level 2

$₿

[Level 2 @Factor_TC]

💯

[Zaid 🟧 @zaidlikesmstr]

$MSTR

Saifedean is a great thinker,
but he’s an ideologue.

And the problem with ideologues
is they model the future based on past patterns,
without accounting for the most disruptive variable of all: changing technology.

Saifedean’s world is one where, under a Bitcoin standard, time preference naturally falls.

People accumulate hard money,
they become patient,
credit disappears,
and humanity converges on a purely equity-based system.

It’s elegant.

But it assumes a version of human rationality
that technology is actively dismantling in real time.

Look around you.

The defining trend of the last decade
has been the opposite of patience.

Instant delivery.
Reels over essays.
Fast food over cooking.

Two-day shipping became same-day.
Same-day became one hour.

The most consumed content format on earth
is a fifteen-second video.

Artificial intelligence is accelerating this further,
removing every remaining friction between want and fulfillment.

The world is not trending towards lower time preference.

It is trending towards zero patience at scale…

What Saylor understood
that Saifedean hasn’t
is that real capital markets require you to look at the world the way it is.

Bitcoin is a long-horizon, zero-yield, maximum-patience asset
living inside a civilization
that is becoming structurally more short-term by the day…

Most people will never hold Bitcoin.

Most of them have rent due,
mortgages to pay,
and no bandwidth to understand monetary debasement.

They need yield now.
They need capital now.

Saylor’s answer to that
has been to build a bridge.

$MSTR pulls in the long-term thinkers
(Institutions, the Bitcoin maximalists with decade-long conviction)
and uses their capital as a foundation
to issue products that meet everyone else where they are.

The most popular of Strategy’s preferred instruments ($STRC)
pays monthly rather than quarterly.

And the demand of late
is pushing it now towards semi-monthly.

This is Saylor reading the market correctly.

$STRC went from zero to $8 billion in under a year,
filling a massive structural gap in the market.

Saifedean is right that Bitcoin changes money.

But he’s wrong that it changes human nature.

As long as there are people with capital
and people who need it,
and technology keeps compressing time horizons,

there will be credit.
There will be yield.
There will be instruments that meet people where they are.

An ideologue dreams of the world he wants.

The capitalist builds for the world that exists.

Saylor is the capitalist.

$BTC $MSTR $STRC

[Level 2 @Factor_TC]

Nothing stops the debasement 🚊…

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US M2 money supply jumped +4.8% YoY in February, to a record $22.6 trillion, marking the 24th consecutive monthly increase.

Money supply is now ~$700 billion above the March 2022 peak.

Since the 2020 pandemic, M2 has surged +$7.1 trillion, or roughly +$1.2 trillion per year.

Since 2000, money in circulation has grown at an average annual rate of +6.2%.

The US Dollar is losing purchasing power at a historic pace.

[Level 2 @Factor_TC]

@simpleminingio Major fan of the Simple Mining team 📈

[Level 2 @Factor_TC]

Simple graphic but powerful visual

[Australian Bitcoin Industry Body @AusBTCIndBody]

Which is a better store of value?

[Level 2 @Factor_TC]

@BitcoinRachy The abundance mindset 🚀

[Level 2 @Factor_TC]

@BTCBullRider Really appreciate the work that goes into these and the unbelievable turnaround time to do it weekly. (One request @BTCBullRider is for you to tune your mic as we hear your inhale breaths in between sentences pretty loudly? Thank you 🙏🏼)

[Level 2 @Factor_TC]

🤔 coincidence?

[MartyParty @martypartymusic]

US Federal Repo Facility started printing money Jan 1 2025. They printed $400b.

Blue Line - Reverse Repo
Pink line - Bitcoin

#wegoingup

h/t @gerrybyrne27 for finding this

[Level 2 @Factor_TC]

Unblocks some of the largest and most sophisticated institutional investors from participating. 📈 $BTC

[Jeff Park @dgt10011]

1/Big news: @CBOE Bitcoin Index Options are LIVE! 🚨

While it’s not getting Bitcoin ETF-level buzz from retail, make no mistake—this is a game-changer.

Why? These FLEX-ible options unlock the door to the "defined outcome" product market for Bitcoin.

Let’s break it down 🧵:

[The ₿itcoin Therapist @TheBTCTherapist]

Study #Bitcoin.

[Level 2 @Factor_TC]

Simple visual showing what’s happening to people assets in $dollar and $btc terms.

[Bitcoin Teddy @Bitcoin_Teddy]

Your house is not worth more.

Your money is just worth less.

#Bitcoin fixes this.

[Level 2 @Factor_TC]

@Nymos_eth Many thanks for the legit runs @Nymos_eth 👏🏼👏🏼

[Level 2 @Factor_TC]

@doitbigchicago 🤝

[Level 2 @Factor_TC]

@orangie 🔥

[Level 2 @Factor_TC]

@dookeygrinders @AngryHank_Hedz @ThompsonZolo

[Level 2 @Factor_TC]

@MrLegendary_ETH @mutant_cartel @MutantHounds 🐺!howl

[Level 2 @Factor_TC]

@Vim_1995 Also interested

[Level 2 @Factor_TC]

@gem_diggers @MoonMetaverse_ @MoonMetaverse_ will be an engaging game that people will be playing a while imo.

[Level 2 @Factor_TC]

@CrossTheAges The complexity of the cards and how they amplify each other is going to be fun.

[Level 2 @Factor_TC]

@gem_diggers @ErthaGame Nice looking game mechanics.

[Level 2 @Factor_TC]

@OwlOfMoistness @apecoin @gaspacho_eth Just added my unclaimed doggo into this matching contract. Let's claim $APE together before the @OthersideMeta mint this Saturday. Looking for someone else with an unclaimed BAYC/MAYC.