Jacob Brown

Head of Research & Content at @bitcoin_yield
Holding too many dollars is foolish.

Join the #1 Newsletter to understand risk & grow your BTC position👇

[Jacob Brown @JakeBlockchain]

@danheld thousand percent.

[Jacob Brown @JakeBlockchain]

@publiusbtc @HodlDee Distribution is the moat

[Jacob Brown @JakeBlockchain]

There’s nothing wrong with pivoting to greener pastures.

But raising $70m dollars in the bitcoin space, producing nothing of value then pivoting to AI gaming.

Thats POS territory.

[Jacob Brown @JakeBlockchain]

@HodlDee There's like 3 companies who have raised over $10m in the last 5 years. Not hard

[Jacob Brown @JakeBlockchain]

@venturetwins Amazing model. Expensive though.

[Jacob Brown @JakeBlockchain]

@getcofund How the risks shift from losing keys to stolen keys depending on your multisig size is a super interesting insight.

[Jacob Brown @JakeBlockchain]

@ivygalindo 100 percent agreed. My 3 top recommendations today are a quality custodian, Bitkey and Cofund.

[Jacob Brown @JakeBlockchain]

@jordanmenard @landforce “in all cases you adjust accordingly and build losses into your model as a function of revenue.”

You will lose more money long term fighting on principle and law suits than increasing revenue.

[Jacob Brown @JakeBlockchain]

@krshhdotcom @niklogvinenko I have a free year thanks to Lenny’s Product Pass and I still end up paying @fal cause it’s simple.

Higgsfield is S-tier at marketing though.

[Jacob Brown @JakeBlockchain]

brick by brick. connecting capital to yield.

[BitcoinYield @bitcoin_yield]

We've been connecting 1-on-1 with our network over the past week. Building relationships and getting feedback on what's missing from the product.

Some of the initial feedback:
- Public MCP to query real-time data with their agent
- Private group to connect allocators <> protocol teams
- More in-depth reports (team, news section)
- Quarterly updates/checkins with BY <> projects the public can see
- Newsletter sponsorship
- Help with intros
- Exploit database is 👍 idea. Should include all BTC exploits, not just yield products 🤔
- Cover emerging tech like trustless vaults that could apply to yield products

Solid feedback so far and still getting more.

It pays to be apart of the BitcoinYield inner network. The first place we build those partnerships is from the mailing list.

[Jacob Brown @JakeBlockchain]

The thing I like most about your content. It has all the things we've already seen before from sleuthing the internet, but its packaged up in a way that just feels right.

Great piece as usual. As you call out in WWTB, you are good act breaking down complex topics into their essence.

[Jacob Brown @JakeBlockchain]

Jamie Dimon looking bullish on Bitcoin 👀

[BitcoinYield @bitcoin_yield]

For the first time ever, @JPMorganAM put a 10-year return target on Bitcoin.

Their long-term assumptions, starting from $83K:
Base: 10.0%/yr
Bear: -11.2%/yr
Bull: 16.6%/yr

(Caveat: JPM still labels BTC a high-beta asset with 55% volatility.)

Now add an illustrative 3%/yr yield, paid in BTC and reinvested. 1 BTC becomes 1.34 BTC in a decade. Under JPM's base case, that takes $83K to ~$289K instead of ~$215K, before fees and taxes.

Price does the work. Yield grows the stack

https://t.co/rqWmlLPshd

[Jacob Brown @JakeBlockchain]

@pudgyaf @leerob @mattworkman It actually does more of this than I thought

[Jacob Brown @JakeBlockchain]

@bspector First glance at website. It sounds interesting.

[Jacob Brown @JakeBlockchain]

@landforce the potentiallllll

[Jacob Brown @JakeBlockchain]

@luminaclippers yes

[Jacob Brown @JakeBlockchain]

@w_s_bitcoin facts

[Jacob Brown @JakeBlockchain]

@IamMysticc Not sure if good or bad, but it is.

[Jacob Brown @JakeBlockchain]

The level of my enthusiasm and the level of my bank account have never been more disconnected. 😁