Michael K. Wright

Microcap Investor | Founder and Portfolio Manager at Kehlet Capital Management | Views are my own | Not financial advice

[Michael K. Wright @MichaelKWright2]

@jimmysong If you run a node, you kinda do have to pick sides 😬

[Michael K. Wright @MichaelKWright2]

@ColeMacro Suspend issuance at $100 when the yield is above a specified target.

[Puncher75 @Puncher522]

Tide is turning. You can feel it. BIP-110

[Softfork Mechanic #BIP-110 @GrassFedBitcoin]

The people who love to say "Bitcoin is permissionless" sure do think I need their permission to softfork.

[Bitcoin for Freedom @BTC_for_Freedom]

You can be on the wrong side of history, or you can support Bitcoin becoming the best money possible.

[Michael K. Wright @MichaelKWright2]

@MajorianBTC https://t.co/QesUMfpQSi

[Michael K. Wright @MichaelKWright2]

“Something structural appears to have shifted on October 10th”

@grok what day was Bitcoin Core version 30 released?

[Michael K. Wright @MichaelKWright2]

Hot take: The price of Bitcoin is the result of bad actors being purged from the system as BIP-110 gains momentum.

[hodlonaut #BIP-110 @hodlonaut]

The level of disingenuity on display from people discrediting me and my writing reminds me a lot of what I received from Craig, Kurt, Calvin and their minions for five years. 🤷‍♂️

[Novanoodle @Novanoodle5165]

Imagine if everyone on this app simply bought Bitcoin instead of $MSTR, $STRC, or any other treasury company.

Where would the Bitcoin price be?

[hodlonaut #BIP-110 @hodlonaut]

I’m not employed by anyone.

I have no sponsors.

I’m not invested in anything else than BTC.

I don’t give a fuck about being shunned by influencers and talking heads.

I just want Bitcoin to succeed in separating money and state.

That’s why I support BIP-110

[hodlonaut #BIP-110 @hodlonaut]

Where do you stand?

[Michael K. Wright @MichaelKWright2]

In late February, Iran shut the Strait of Hormuz. Oil ran from $72 to $155 a barrel in a month.

My quarterly letter covers what actually happened, why a 21-mile waterway controls a fifth of the world’s oil, and what it means (and doesn’t) for the portfolio.

https://t.co/uZnX4QJZeh

[Michael K. Wright @MichaelKWright2]

No response from @petertodd or @adam3us to this post. Notice how conversations with Core apologists end when they’re faced with basic truths?

[hodlonaut #BIP-110 @hodlonaut]

@peterktodd @adam3us Bip-110 not stopping any spam is not reality though

[Michael K. Wright @MichaelKWright2]

I thought ETF’s and BTCTC’s would help mint new bitcoiners. Turns out it just facilitated an exodus from self-custody to third-party custodians. It’s been a massive net negative IMO

[Magoo PhD @HodlMagoo]

It’s painfully clear at this stage that Bitcoin treasury companies have been a net negative for Bitcoin.

[Justin Bechler #BIP-110 @1914ad]

❗️The Zcash bug (uncovered by Claude Opus 4.8) likely minted unlimited counterfeit ZEC.

They two options: let buyers eat the fake, valueless supply or push a backdoor fix that shreds the privacy pretense.

⚠️ Zcash is a failed Silicon Valley software startup.

[Majorian / BIP-110 @MajorianBTC]

Whoops

[Sean Harris🏀 @BigSeanHarris]

What is a Spam?

[hodlonaut #BIP-110 @hodlonaut]

Mechanic banned from r/Bitcoin for referring to bip110 miner signaling.

The very same people framing individual node operator policy as censorship, are fully censoring any mention of bip110.

That signals two things: hypocrisy and weakness

[Michael K. Wright @MichaelKWright2]

Ditto

[hodlonaut #BIP-110 @hodlonaut]

I support BIP-110

Because Bitcoin is money

The mission is to separate state and money

Not to be data storage to enrich grifters