Jonathan Feder

| #Bitcoin. Interested in internet, philosophy, technology, history, and investing

[David Senra @davidsenra]

.@danawhite says one of the keys to longevity is to block out all negativity:

“It never even crosses my mind that something's not going to work. I just keep going until it does work.”

“There's this Bruce Lee quote where he says, ‘Never say negative things about yourself or what you're working on even if you're joking, because your body doesn't know the difference.’”

“I never take in any negativity.”

[Omid Malekan @malekanoms]

Stripe talks a big game about Tempo in its annual report, as it should. It deserves credit for being early to embrace stablecoins.

But this should be seen as a warning at every enterprise partner considering using Tempo, whether they are e-com platforms or FinTechs or card schemes.

Stripe also just announced a new $159b valuation, a big number that requires not just profit but profit growth to hold up. If Tempo gains network effects, Stripe will have to monetize it.

That monetization will come at someone else's expense, and since Tempo is a permissioned network, a single entity will have universal power to do what it wants: Raise fees, change the tech, censor users, etc.

And before anyone jumps my throat to argue "but...blockchain" (which it isn't) and "Stripe wouldn't do that" (tell that to their shareholders) you should understand that the scenario I described is the historical arc of almost every major payment or clearing system in the world today.

Most began as consortium-like plays, many literally as non-profits. But as they grew in importance, they realized that they had power over their founding members, and exercised it.

Nobody should be more concerned about joining any permissioned network than Visa and Mastercard. First, something like Tempo allows Stripe to invert the current pricing power structure in cards.

More importantly, both V and MC started out as non-profit consortiums meant to enable banks. They were the Tempo of their time. Today, their combined market cap is higher than that of every single bank that founded them.

Game recognize game.

And permissionless networks that value neutrality for the win. This isn't an ideological stance. It's business logic.

[Simple Mining @simpleminingio]

https://t.co/PpWIdgM7dF

[Balaji @balajis]

State lotteries fund states.
Crypto lotteries fund networks.

[River @River]

Bitcoin's Lightning Network exceeds $1B in monthly transaction volume.

[The Winning Difference @thewinningdiff1]

“Most people don’t want be pushed that hard. They want to be pushed to their level of comfort. You need coaches that push you outside your comfort zone because that’s how you grow and that’s how you develop self confidence and self esteem. They push you to deal with failure,” Tom Brady
🎥 @dc_mma

[CyberRobo @CyberRobooo]

🤯Absolutely insane. Unitree's humanoid robot team's performance at the 2026 Spring Festival Gala

The significance of the humanoid robot's performance lies in letting 1.4 billion Chinese people know where the future lies.

[Jonathan Feder @JonathanFeder]

@zerohedge Never gonna happen

[Jonathan Feder @JonathanFeder]

@starkandlime Yup you’re correct

[Jonathan Feder @JonathanFeder]

How many days until users start to BET on the number of people that went there and what products were most served?

[Polymarket @Polymarket]

What an incredible first day at The Polymarket.

Thousands served today at New York City's first free grocery store — & we've donated 3 million meals on top of that!

We'll be open again tomorrow, with a community donation hour from 5-6pm.

[Saifedean Ammous @saifedean]

"It's only 2% inflation" sounds harmless until you realize it's really ~8% annual supply increase, which destroys savings, forcing everyone to use their home as a saving account, making houses too expensive for young people, destroying family and civilization.

[FRANCIS ⚜️ BULLBITCOIN.COM @francispouliot_]

So, you're listening to Roger Ver and, as a anti-establishment skeptic, you think his "bitcoin is hijacked" spiel makes a lot of sense?

You've heard that Bitcoin was "co-opted" by Epstein, powerful corporate elites, the deep state or the US government?

Listen to this.

[Nayib Bukele @nayibbukele]

Currency.

[Fernando Ulrich @fernandoulrich]

Bitcoin

Valor é subjetivo e é o que determina a demanda. Isso vale para o bitcoin, para o ouro, para qualquer bem.

Não existe valor intrínseco. Existem propriedades intrínsecas, mas o valor é sempre subjetivo e deriva da utilidade marginal.

Preço é definido pelo comprador marginal.

Custo de mineração não define preço. Custo nenhum define preço.

Não existe espiral da morte. O ajuste de dificuldade da mineração continua funcionando normalmente. Mineradores sangram, hashrate cai, dificuldade reajusta. Até quando? Até reencontrar o equilíbrio de rentabilidade dos mineradores. Dezembro de 2018 foi pedagógico para essa lição.

Topos de ciclos anteriores, suportes, ou qualquer outra formação gráfica são barreiras e regras meramente psicológicas.

Bitcoin a $126k ou a $66k funciona da mesma forma.

Ninguém manda no protocolo. Para o bem e para o mal.

Computação Quântica é um risco conhecido desde sempre. E os usuários lidarão com ela. Com muita polêmica, muita volatilidade e muito cuidado.

Novos desafios surgirão no futuro. E o software precisará ser atualizado.

Bitcoin financeirizado amplifica volatilidade. E pode minar a escassez natural do bitcoin (paper bitcoin). Afeta preço? Claro. Compromete a tecnologia e a essência do bitcoin? Não.

Em geral, o entendimento sobre o bitcoin, por incrível que pareça, ainda é bastante superficial. Especialmente em Wall St. e na Faria Lima. O ruído recente sobre Epstein é uma boa evidência disso, mas longe de ser a única.

A confiança e a convicção no bitcoin não vêm do preço, mas sim do estudo dos seus fundamentos, do protocolo, da tecnologia.

Na dúvida, faça DCA. Especialmente nos momentos de pessimismo e bear market.

As moedas nacionais estão condenadas. Todas continuarão sendo desvalorizadas.

Não há segundo melhor.

Bitcoin é o ativo deste século. É a pólvora monetária. Mas ainda tem um longo caminho pela frente.

Autocustódia é soberania individual.

[TFTC @TFTC21]

AI agents are starting to figure out money

They're choosing Bitcoin over traditional payment systems for a simple reason: it's easier to spin up a Lightning wallet than set up a Stripe account

@martybent breaks down why this changes everything

[The Bitcoin Historian @pete_rizzo_]

THE US SECRETARY OF COMMERCE SAYS “EVERY TIME #BITCOIN DIPS, I’M GOING TO BE THE BUYER.”

THEY ARE TELLING YOU. HODL 🚀

[Jonathan Feder @JonathanFeder]

I remember when Grant used to be so skeptical lol.

[The Bitcoin Historian @pete_rizzo_]

JUST IN: BILLIONAIRE GRANT CARDONE JUST EXPLAINED HOW HE IS USING REAL ESTATE TO STACK 2000 #BITCOIN FOR FREE

THIS IS A MUST WATCH 🔥

[Jonathan Feder @JonathanFeder]

And so it begins...

[⚡️Mirthtime ⚡️ @mirthtime]

https://t.co/DijgAN84fi

[The Bitcoin Historian @pete_rizzo_]

JUST IN: LIGHTNING LABS JUST ANNOUNCED TO ALLOW AI AGENTS TO BUY AND HOLD #BITCOIN

BTC – THE CURRENCY OF AI ⚡️

[Jonathan Feder @JonathanFeder]

@crisreed Crazy how far things have come, and it's just the beginning. It's still the early days.