Simon Ousager

I do blockchain stuff - Questions are genuine - Opinions are my own - Retweets are not endorsements - Jokes are not funny

[Mark Harvey @thepowerfulHRV]

@LynAldenContact

[Stephen Brent Sargeant @lifesgt]

Navigating the complexities of crypto banking? 🧭 @januar is helping businesses find solutions. CEO @SimonOusager and Ian Andrews discuss the challenges and opportunities. 🤝 #CryptoBanking #Fintech

[Simon Ousager @SimonOusager]

Thanks to Morten from @kaupr_io for having me on to discuss #cryptobanking problems, #stablecoins, Payment Orchestration networks, #Bitcoin's #LightningNetwork, #MiCA, @januar's future strategy & Series A plans.

[Kaupr – the Nordic media house for onchain finance @kaupr_io]

Danish Januar working to solve the banking problem for crypto companies
Januar, a Danish company, is addressing the "banking problem" faced by crypto companies, where traditional banks are reluctant to offer standard banking services to businesses in the cryptocurrency sector.

The article and the video interview is in English.

Founded to bridge this gap, Januar has evolved into an interesting player in the future of payments.

https://t.co/7OPCHMS3iP

Kaupr has had a talk with @SimonOusager, founder of @januar, where we are covering a lot of topics: the bridge between fiat money and crypto, stablecoins, Bitcoin, and digital central bank money (CBDCs), as well as the positioning and future of Januar.

[Januar @januar]

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[Joe Carlasare @JoeCarlasare]

You can’t put “real world assets” on a blockchain.

You can only put IOUs for RWAs that need to be enforced by courts.

[Januar @januar]

🚀 SOL is now available with Januar! 🚀

Januar supports Solana trading directly to and from your Januar EUR account 🔥

Access the world's most popular DeFi rails with competitive prices, RFQ orders, instant execution and speedy settlement.

@solana

[Alistair Milne @alistairmilne]

🤯

[Matt Cole @ColeMacro]

DeepSeek increases my conviction that Bitcoin must be the hurdle rate for capital deployment. AI innovation at this speed and scale will substantially disrupt valuation metrics across industries and is not currently priced in. Those who secure a war chest of Bitcoin will be the long run winners, picking up distressed assets for pennies on the dollar. Focus on three things: AI, Bitcoin, and energy.

[Payam Samarghandi @PayamSamar]

How big is the crypto industry in Denmark? And is it (still) the Wild West? 🇩🇰💲

We finally have some clarity: the Danish FSA just announced that 24 companies submitted their MiCA license applications by 30 December 2024!

They now have to meet requirements for capital reserves, fit & proper standards, IT security policies, segregation of client funds, and more.

In other words, they’re financially regulated entities under the Danish FSA - on par with EMIs and PIs (like Nets and MobilePay).

So, can we still claim the crypto space is a legal Wild West? Perhaps not…

At Samar Law we advised roughly half of these companies through their application process - thank you for your trust!

[Simon Ousager @SimonOusager]

@SteffenFrolund Fremragende arbejde!

[Troy Cross @thetrocro]

The order of capitulation.

1. Finance people are the first to admit they were wrong about bitcoin. Larry Fink, for example. In finance you have to pivot or be destroyed, no matter how much you've staked your reputation on your calls.

2. Financial journalists will get it next. If an asset outperforms long enough they will drop the snark, because people do read them in part to help make financial decisions. Their own credibility suffers if they reject the market too long. Also, when enough smart people in finance change their minds, the journalists follow.

3. Mainstream journalism will follow much later. Because their main job is not to make readers money, but to tell them what they want to hear. Mainstream journalists construct a system of rightthink that determines social status. It's worth losing money to retain status, and readers gain some satisfaction being told that they are fundamentally good people, whereas those who made money are bad people. (Compare: investing in arms manufacturing during the Iraq war.) Still, journalists will eventually come around on bitcoin, because their reporting brings them close to the ground, and they'll realize there's a story here: "Bitcoin maybe isn't actually pure evil!"

4. Academics will be the last to get it. There's no incentive for any academic to be right about bitcoin. Once the journalists have reduced the reputational risks, we will see some cautious shifts in attitudes. But academics will have fun staying poor (but righteous) for a very long time.

tl;dr SKIN IN THE GAME

[Simon Ousager @SimonOusager]

@WayneVaughan Those were the days

[Elon Musk @elonmusk]

The tower has caught the rocket!!

[Michael Dell 🇺🇸 @MichaelDell]

Fascinating #Bitcoin

[Simon Ousager @SimonOusager]

@ErikVoorhees @RevolutApp Did you onboard as an individual or a business? (I believe the latter violates their ToS)

[Daniel Batten @DSBatten]

Here's a short history of people who have publicly attacked Bitcoin, and how it is going for them:

Tim Buckley (ex-CEO Vanugard, who missed the Bitcoin ETF): gone

Matthew Sparks (New Scientist journalist who wrote hitpieces about Bitcoin): ratioed, community noted, Twitter account deactivated

Sierra Club/Earthjustice (wrote attack pieces on Bitcoin and energy): rebutted, have ended Bitcoin attacks.

GreenpeaceUSA (funded by Ripple Chair Chris Larson to run an anti-Bitcoin campaign): bleeding subs, head of campaign left, @changethecode twitter handle and website inactive, campaign acknowledged internally as "having only succeeded in uniting Bitcoiners against us". internal factions and recriminations

Senator Warren (attacked Bitcoin using multiple attack vectors): ratioed, community noted, told by her own party to shut it, anti-crypto "army" revealed to be a handful of academics and non-practicing lawyers. Political influence diminished

Alex de Vries/Digiconomist: PhD student/ employee of central bank DNB who wrote junk-science hit-pieces on Bitcoin: methods utterly discredited in peer reviewed research. Losing followers. No activity on Twitter in 5 months. Now writing hitpieces on AI

Sam Bankman Fried (bribed politicians, stole customer funds, publicly attacked Bitcoin): in jail

Ben McKenzie (Actor, who tried his hand at attacking Bitcoin): Twitter followers plateaued then started reducing as he started attacking Bitcoin. Currently losing followers every day. Gone from media spotlight.

Other Journalists who've attacked Bitcoin: ratioed, credibility called to question, rebutted, unable to issue a rebuttal defence

It's now becoming clear that history will remember those who attacked Bitcoin in the same pantheon of people who dismissed the Internet: ignorant, uninformed and wrong.

Will be interesting to see who else puts up their hand to be on the wrong side of history.

Right now, its only GreenpeaceUSA, the EU, and a diminishing handful of journalists

[Alex Gladstein 🌋 ⚡ @gladstein]

MSM: We’d love to learn more about Bitcoin history

Public: What about the guy who got Satoshi’s first email w/ a 30-year background in cryptography + distributed systems, who helped invent PoW?

MSM: No he’s too pro-Bitcoin, let’s bring on the guy shilling tokens to retail

🤡

[Picolas Cage @Picolas_Caged]

Just FYI.

This cycle is THE cycle, the cycle you have all been waiting for since Bitcoins' inception.

Strictly speaking, every other cycle was a leveraged test pump.

This cycle, the cat is out of the bag, the game theory is in motion, the musical chairs are set up, the music is playing and everyone is waiting to see who sits down first. It's the watershed moment, the schelling point.

All of it.

We're at ATH and honestly most of you are bearish.

Retail used to front run institutions in cycles. This cycle the retail normies aren't paying attention and big players are quietly accumulating.

It's not quiet in the charts, look at the BTC and ETH charts, they're literally vertical - that's pure signal and the ETF flows back it up.

The noise is retail pontificating about whether to 'buy here or wait for confirmation' trying to time a 15% move on an asset that's up 480% since the lows.

If Saylors' speculative attack catches on - I am actually scared at how well Bitcoin will do because it will literally change the nature of all financial markets in perpetuity.

Some of you just haven't done the homework.

This isn't even about money, it's about the thing that we call money becoming worthless and replaced by something else.

It's not that 'the Bitcoin price is up, muh duh' it's that the world collectively decided that the unit of account they want to use for their affairs isn't dollars, euros, yen or pounds anymore. They don't measure their wealth in that anymore, they now use Bitcoin.

JFC the implications here aren't 'bullish' they're fucking civilisation changing. I'm not even being hyperbolic.

What happens when people who use RE (real estate) to store their wealth decide that the up-keep and overheads just aren't worth it anymore when x y or z government decision can make your RE area less attractive and then your property is worth 10% less.

'I'll just buy IBIT, it's backed and secured by BlackRock and it's only $50 per share, it's averaging 15% YOY.

What happens when you can custody your IBIT at your regional bank and borrow dollars @ 5% interest and you use it to buy more Bitcoin.

Study Greshams law.

Larry Fink is on TV projecting 2017 BTC talking points to the masses.

CNBC hosts are actively arguing against the SEC's Gary Gensler and calling him out for saying Bitcoin isn't decentralised.

Donald Trump says cryptocurrencies are 'new money you can have a lot of fun with'

Regulatory uncertainty - gone
'Government will ban it' - what with 10 trillion dollar AUM BlackRock buying up 1% of the supply in 2 months.

Lmfao.

Built in disinflation with subsidies cut in half every 4 years. Gold pumping, hard assets, flight to safety, Austrian economics, bigger marketcap than silver.

'Oooo I don't know, I think it looks a little oversold on the RSI on the 1hr timeframe'

Stop trying to trade THIS type of asset. Just grab as much of it as you can, before the person sitting next to you does.

$BTC
#Bitcoin

[Simon Ousager @SimonOusager]

And I legitimately think it was a pretty cool and ambitious project.

[Simon Ousager @SimonOusager]

This post is brought to you by the guy who literally tried to build #Bitcoin miners for your toaster 🍞⚡️

[Balaji @balajis]

Hardware is hard.

That’s why Elon is by far the greatest founder of all time.

Remember — countless startups die just while trying to put stationary beige boxes on desktops. Very smart people get crushed by supply chain disruptions, or China tariffs, or lockdowns, or shipping interruptions, or regulatory delays.

Not Elon. He didn’t just survive financial crisis and coronavirus. He managed to build physical things in America while fighting the state and the laws of nature at the same time.

Somehow he managed to simultaneously build not just a car company but a rocket company. Those don’t just have “moving parts”, they are a moving whole.

The difficulty level here is insane. Hardware is completely different from software. One recall, just one serious bug, can destroy your company. If you are charging $50 for something that costs $40, and you need to recall and replace a million units, you’re usually dead.

So just one of these companies — just Tesla, or just SpaceX — would be an incredible accomplishment for anyone. Even a very intelligent and hardworking person would have to live an incredibly boring, disciplined, focused life to possibly maintain the extremely low error rate needed to profitably ship such complex products.

Not Elon. He did SpaceX and Tesla while having N children by K women. While also cofounding OpenAI and Neuralink and Boring Company. While fighting and defeating countless journalists, politicians, haters, and short sellers. And of course while buying Twitter, posting all the time, and building a following larger than almost any politician.

The better you are, the better you understand how much better Elon is. If you’re good at math you appreciate Ramanujan’s greatness. If you’re good at basketball you respect how amazing Michael Jordan was. Elon is like that, for tech. Everyone in tech understands the sport we’re playing, and he really is the greatest of all time.