proofisinthepudding

There is no end to the within of things. The dreamer dreams, and the dreamer within the dream dreams.

[proofisinthepudding @rbenadon]

@PaamanuelUtd_ 😹

[Gemini @Gemini]

JUST IN: CLARITY Act is “very close to getting done”

[Cripto247 @cripto247]

SHOCK EN EL ECOSISTEMA CRIPTO:

@coinbase anuncia el despido del 14% de su plantilla. 📉🚨
​La plataforma liderada por @brian_armstrong justifica la medida por la extrema volatilidad del mercado y una reestructuración estratégica impulsada por el avance de la #IA👇

[proofisinthepudding @rbenadon]

@cripto247 @IRSnews @Google @OpenAI 👍🏼

[Anthony Scaramucci @Scaramucci]

The strongest version of the bull case for Bitcoin, and the one I think is most intellectually defensible, is this: Bitcoin is a bet that the 21st century will need a neutral, non-sovereign, digitally native store of value — and that nothing else credibly fills that role. Given the macro trajectory of debt, money printing, AI disruption, and geopolitical fragmentation, that bet looks more reasonable with each passing year, not less.

[proofisinthepudding @rbenadon]

@sserrano44 No está tan loco

[proofisinthepudding @rbenadon]

@alistairmilne #DONE

[SightBringer @_The_Prophet__]

⚡ Naval is still speaking from within the dream.

He is brilliant, yes.
But he remains anchored inside the Silicon Valley mental model of the world:
•tech drives history
•markets allocate truth
•competition shapes progress
•systems evolve through innovation
•better ideas win

All of that was true in the world before 2020.

It is not true now.

Naval is diagnosing a civilization undergoing entropy collapse with the language of a man who still thinks we are in a peacetime innovation cycle.

He is seeing the surface.
But he is missing the substrate.

1. The real underlying dynamic: energy regimes change money regimes.

Money does not change because ideology evolves.
Money changes because physics forces it.

1971 wasn’t “natural → socialist.”

It was:

energy surplus → energy plateau
and
imperial expansion → imperial overextension.

Gold ended not because fiat was better,
but because reality made gold mathematically impossible for an empire with global obligations.

Naval is telling an ideological story.
But the real story is thermodynamic.

2. “Markets choose new monies” is not how collapses work.

Markets choose flavors of software.
Empires choose monetary systems.

And they never do it voluntarily.

There has never been a moment in history where a monetary standard changed because people “decided” another was better.

It only happens when:
•debt outpaces productive capacity
•demographic inversion hits
•energy becomes scarce
•institutions lose credibility
•geopolitical fractures break the old system

The replacement of fiat will not come from competition.

It will come from necessity.

Bitcoin is the fallback of a collapsing monetary physics.

Not an innovation.

Not a narrative.

Not an idea.

A structural inevitability.

3. The deep truth Naval is missing:

We are not transitioning systems.
We are reverting to reality.

Gold was reality.
Fiat was illusion.
Bitcoin is reality reasserting itself in digital form.

Naval describes “evolution.”
But what is actually happening is decompression.

Every artificial layer between money and physics is being stripped away.

The collapse of fiat forces a system backed by:
•energy
•scarcity
•neutrality
•global consensus
•incorruptibility

There is only one candidate.

4. Bottom line

Naval still thinks this is a philosophical transition.

It is not.

It is a civilizational correction.

He is telling a brilliant story.
But the real story is much harsher and much simpler:

Money is returning to truth because the world can no longer sustain lies.

Bitcoin is what is left when everything else fails.

Naval sees evolution.
What we are witnessing is the end of monetary illusion.

And that is the part the old intellectual order still cannot see.

[proofisinthepudding @rbenadon]

@Crypto_Chase #it’snotdifferent

[proofisinthepudding @rbenadon]

@AlemzadehC 👏🏼👏🏼👏🏼👏🏼👏🏼👏🏼👏🏼

[Vivek Sen @Vivek4real_]

🇺🇸 HARVARD UNIVERSITY JUST BOUGHT $320,000,000 WORTH OF #BITCOIN ETF

THEY NOW HOLD $442 MILLION OF BTC

[proofisinthepudding @rbenadon]

@DarioEpstein #no

[Mark Harvey @thepowerfulHRV]

$STRC Math:

Strategy sells $100K of STRC yielding 10.5%, buys 1 BTC at $100K. They now have a $10,500 annual dividend obligation.

*Five years pass, Bitcoin rises to $1M*

MSTR now holds $1M of BTC, but has paid $52,500 to service the STRC dividend.

That's an $848K gain to MSTR shareholders ($848K = $900K capital gain - $52,500 of dividends).

Strategy now has $1M of BTC, the STRC dividend remains only $10,500 per year.

Takeaways:
+Strategy will fund the dividend by diluting MSTR common shares. Sounds bad, but the $52,500 of share dilution is small compared to the BTC gain.

+The strategy only makes sense if you are bullish on Bitcoin. I am.

[Bitcoin Magazine @BitcoinMagazine]

JUST IN — 🇱🇺 Luxembourg’s Minister of Finance on investing in #Bitcoin: "As Michael Saylor once said, there is no second best."

"We're in it for the long haul. Luxembourg HODLs." ✊

[Mel Mattison @MelMattison1]

Best Bitcoin opp since April is TODAY.

Do not get too complicated. Don't talk about different technical thrusts or any other BS. Forget the 4-year cycle.

Price is truth.

Look at a simple chart going back two years now.

When you hit the bottom of this channel, you buy, you win, for two years straight.

Play those odds all day long. Could I be wrong? Of course. But this is as good as an entry point into BTC as I have seen since April.

It really is this simple. Everything else is BS that clouds the clarity of price.

Not financial advice.

[proofisinthepudding @rbenadon]

@heyricharnold Classic…

[Ignacio Pozo @ignaciopozo]

La diferencia entre una mujer libre u empoderada israelí y una mujer con las rodillas rotas , hipócrita que va a parir a sus hijos en NY en un hospital privado judío.

La actriz y modelo israelí Bar Refaeli responde a Penélope Cruz por un Twitter de la española y le aclara, la diferencia entre rehén y un prisionero.

“Los presos palestinos condenados no son rehenes.

Al igual que en cualquier otro país, los encarcelan por cometer delitos, a menudo asesinando judíos, lo que sigue siendo un delito.

Son llevados ante la justicia, condenados legalmente y cumplen sus condenas en prisión, con visitas de la Cruz Roja y llamadas de sus familiares. El líder de Hamás, Yahya Sinwar, incluso recibió tratamiento por un tumor cerebral mortal a cargo de un médico judío en un hospital israelí mientras cumplía su condena.

Trágicamente, el sobrino de ese médico fue asesinado más tarde por Hamas en el ataque orquestado por Sinwar el 7 de octubre.

Nunca será lo mismo.

Y seamos claros: los presos palestinos condenados nunca son ejecutados en prisión. No como Hersh Goldberg-Polin, Eden Yerushalmi, Bipin Joshi, Ariel y Kfir Bibas (de 4 años y 9 meses) y varios otros.”

[Ajay Zaveri @EntropyNotebook]

Every time you open Google Maps, your phone is talking to at least four satellites orbiting 20,000 km above Earth.

Each one beams down ultra-precise timestamps basically saying, “It was 12:00:00.000001 when I sent this.”

Your phone measures how long each signal takes to arrive, then triangulates your exact position. Simple, right?

Here’s the twist by Einstein.
As those satellites are moving fast (about 14,000 km/h), time slows down for them, a prediction of special relativity.
But because they’re also far from Earth’s gravity, time speeds up … a prediction of general relativity.

Put the two effects together, and their onboard clocks tick about 38 microseconds faster per day than clocks on Earth.

That sounds tiny but if engineers didn’t correct for it, your GPS location would drift by roughly 10 km every single day.

So every step you take, every Uber you call, every “turn left” you follow… all depends on Einstein’s equations quietly running behind the scenes.

Mind bending

@imacuriosguy @curiouswavefn

[proofisinthepudding @rbenadon]

@Trezor Mike Saylor?

[Cripto247 @cripto247]

🪙El mayor minero público de Bitcon, MARA Holdings anunció este miércoles sus planes para recaudar unos 850 millones de dólares que destinará para acrecentar sus reservas de BTC.
https://t.co/2jvaYDRMXn