Why does everything feel like the world is falling apart, yet the stock market has looked like this since 2009?
Well, here's a thread w/ some interesting charts that will help you understand: what you see is NOT what you get.
1/
@proofofprice@BitcoinSapiens@druidian If people have more than one prediction you should list all their previous predictions as well just to show how bad their team record is
Ribeye inflation index has a big print. New price $37.99/lb. 17% inflation annualized from October. 18.5% annualized since last June. 90% cumulative since 2020. 11.0% compounded annually over 6+ years. Same ribeye, same store. High rates? Don't care. Bitcoin is the only way out!
What just happened?
The S&P 500 just erased nearly -$2 TRILLION of market cap just hours after 3rd strongest US jobs report in 18 months.
Meanwhile, Bitcoin is officially down over -50% from its record high in October 2025.
What's happening? Let us explain.
(a thread)
Good evening.
I’m getting a lot of questions about whether my conviction has been impaired or my thesis has changed about Bitcoin with its recent price weakness. The answer is an emphatic no. Why? Because I like to keep it simple and focus on first principles. While other assets are enjoying the warmth of the hot ball of money, Bitcoin will simply continue to reflect the debasement of all government sponsored currencies over the long run. Nothing more. Nothing less. Hope this helps.
Have a great night.
❌ Prediction MISSED
@lisa_hough_ brought conviction, chart brought plot twists. 🎬📉
Lisa Hough called $200,000 by Apr 25, 2026. Original call: Apr 24, 2026.
Receipts stay public either way.
$BTC
I have not sold any Bitcoin or IBIT or MSTR or MSTY.
I don’t blame you if you sold a meaningful % - the pressure is a lot.
I just never - EVER - want to hear you talk about Bitcoin - ever again - you failed.
Lol. We are at the "It could be worse " 🤷🏼♂️ phase of the cycle... when gurus start rationalizing why your portfolio is down 50% And their advice was not advice.
They don't care, they bought for 20 cents in 2013.
Over the past 12 months, the AI boom has added $19 trillion of new marketcap to the top 50 public equities, that’s 13x bitcoin’s total market cap. This historic capex cycle is vacuuming up all liquidity and attention, so it’s astonishing that BTC/USD is this resilient!
@MJazanovich@Rory_Johnston Buying companies that profit from war and starting a prolonged war is the strategy. It will work out for him. Maybe not everyone else.
Good morning.
If you are selling Bitcoin this morning because Strategy sold .004% (1/26,367th) of their holdings, then you do not understand tax harvesting and/or simple corporate finance.
Have a great day.