Thoth

[“Coosh” Alemzadeh @AlemzadehC]

#Bitcoin thanks you for the map and will take the wheel from here

[“Coosh” Alemzadeh @AlemzadehC]

Hidden in plain sight

[“Coosh” Alemzadeh @AlemzadehC]

The bottom is in for Bitcoin

[Plamen Andonov @Plamen__Andonov]

Bitcoin demands a shift in mindset. In a world chasing instant gratification, it forces you to adopt a low time preference. It’s about building integrity through self-custody and rejecting the noise of endless alternatives. The real sacrifice is continuing to participate in a broken system. Long-term thinking wins.

[Plamen Andonov @Plamen__Andonov]

I earn €100k
State: That’s nice, we’ll take €45k

I bought a car
State: VAT applied

I want to gift my kid €5k
State: Taxed

I made money from crypto
State: You mean we made money

I made €50 profit on Vinted
State: That’s income. Tax it

I bought a house
State: Stamp duty please

I want to retire
State: Pay tax on your pension

Almost every financial move is taxed, tracked, and controlled. The state takes a cut from income, gifts, and even your retirement.

Bitcoin changes this dynamic. With Bitcoin, you can store value outside the traditional system. Wealth transfers can happen globally without needing permission. Your savings aren’t constantly eroded by inflation.

Bitcoin gives you the option to step outside a system designed to take from you at each step.

[Plamen Andonov @Plamen__Andonov]

Bitwise predicts Bitcoin will set new record highs in 2026, directly challenging the familiar four-year halving cycle that has dominated market thinking. Traditionally, the halving cuts new supply, boosts scarcity, and drives prices higher over the next 12-18 months - a pattern that's repeated itself for over a decade.

A 2026 peak would break that cycle, signaling that institutional flows, ongoing ETF demand, corporate treasuries, and broader macro factors could be taking over as the main drivers, not just the miner-driven supply shock. This points to a maturing Bitcoin market where steady institutional demand might start smoothing out past extreme cycles sooner than expected - an early sign that the market’s foundation is changing.

[Plamen Andonov @Plamen__Andonov]

The hardest part about understanding Bitcoin is watching others ignore the clear problems with the financial system. You notice the flaws, the fragility, the endless money printing - while most people carry on as if nothing’s wrong.

It’s not about feeling superior. It’s about seeing how deep the problems go while most haven’t even realized anything’s broken.

[Plamen Andonov @Plamen__Andonov]

In 2015, earning a whole Bitcoin took around 13 hours of work. By 2020, that jumped to 380 hours. Estimates for 2025 put it at 3,800 hours.

The growing effort required shows Bitcoin’s increasing scarcity and acceptance. More people see its value, so it takes more work to get the same amount.

Looking ahead to 2030, it could take even more hours. These numbers highlight how Bitcoin rewards early adoption and steady saving. Spending time in the market matters more than trying to time it.

[Plamen Andonov @Plamen__Andonov]

The world’s money supply is $123 trillion. Only 8% of that exists as physical cash and coins. The rest is just numbers in databases. Meanwhile, people still call Bitcoin "not real."

[Thoth @Thoth123456]

@Plamen__Andonov 💯

[Plamen Andonov @Plamen__Andonov]

Calling Bitcoiners lucky ignores how much work went in. Luck is random. What we did was deliberate.

We saw the monetary system failing while most people still believed in it. Nights went into combing through Fed balance sheets. Cryptography became a necessity for real financial control.

1- Studied monetary history to see why gold failed
2- Analyzed energy markets to understand Bitcoin’s security
3- Learned game theory to grasp the importance of decentralization

This wasn’t about getting in early. It was about noticing what others missed. While everyone else chased yield, we studied ways to opt out.

Bitcoin doesn’t reward luck. It rewards people willing to do what others won’t. If you want real change, it comes from questioning everything and putting in the work.

[Plamen Andonov @Plamen__Andonov]

Bitcoin is reshaping the global monetary system.

Corporations and nations are accumulating billions worth. Supply is shrinking fast. Meanwhile some are still staring at charts predicting price movements like it's 2017.

The shift is happening beyond the screens.

[Plamen Andonov @Plamen__Andonov]

I thought his math is wrong.
Then I realised it isn't.
Now I am like Owen Wilson: Wow.

[Stack Hodler @stackhodler]

"You need $20 million to be comfortable"

If you're a Bitcoiner, be careful not to get caught up in chasing inflated net worth targets that are a result of the inherent insecurity of the fiat age.

Net worth is an overrated vanity metric.

The amount of cash you can comfortably spend each month is what impacts your day-to-day life.

Cash comes from business income, employment, or investments (dividends, capital gains, collateralized loans).

If you're living off of investments, the type of investment you choose makes a tremendous difference in your spending ability.

Let's say you want to spend $35K per month.

That's $420K per year.

A very comfortable life pretty much anywhere.

If you have a net worth of $10 million and it's all parked in T-Bills yielding 4.3% you'll need to spend all of your annual returns on living expenses (and even eat into the principle to pay taxes).

But let's say you only have half that net worth, but all $5 million is sitting in Bitcoin.

Long-term, it's reasonable to expect a 24% annual return on your BTC.

Year one, that's $1.2 million in capital gains. Let's say you sell $520K to cover living expenses + taxes.

You're left with $5,680,000 which turns into $7 million after one more year of 24% growth.

So you spend $35K a month, live well, and all the while your capital is growing rapidly.

See why net worth is a dumb metric?

The person with the $10 million net worth is living the same lifestyle as the $5 million net worther, but the $10 million guy is slowly impoverishing himself by hiding in T-Bills while the Bitcoiner is getter wealthier by the day.

So what's the takeaway?

The net worth targets that you see thrown around online are all calibrated for the fiat age where everyone just accepts that the government will steal their purchasing power over time.

But Bitcoin insulates you from this.

This is why I don't like the phrases "no one has enough Bitcoin."

Some people do indeed have enough Bitcoin.

But no one has enough time.

Past a certain amount of BTC, you're better off prioritizing your health, time, work freedom, experiences with family, etc. rather than the incremental Satoshi.

The fiat net worth targets will always get bigger.

But the Bitcoin net worth targets will always be smaller.

Remember:

In the fiat world, today's enough is tomorrow's poverty.

In the Bitcoin world, today's poverty is tomorrow's enough.

[Wicked @w_s_bitcoin]

The full history of Bitcoin's CAGR.

[Stack Hodler @stackhodler]

You don't want wealth.

You want freedom to and freedom from.

You want purpose, flow state, and progress.

You want a reason to believe that tomorrow will be better than today.

Wealth can make that easier. But it isn't sufficient.

A lot of people make a life changing sum of money and end up completely broken.

Entrepreneurs who sell their company for tens of millions often realize that they didn't just sell their equity...

They sold their reason for waking up in the morning.

The best thing isn't to wake up with a bunch of zeroes on the screen... It's to wake up a sense of excitement for the day ahead.

"Wow. I'm so grateful life has brought me to this exact moment and I can hardly wait for what's ahead."

To a lot of you reading this, that's exactly what Bitcoin brings to your life: The feeling that you finally have reason to believe that tomorrow will be better than today.

Optimism and hope, grounded in empirical evidence.

The knowledge that your job isn't just a job.

It's a way to stack Sats and secure your family's freedom.

That's what makes Bitcoin so transformative.

It's not that it makes people wealthier (it does), it's that it gives millions of people hope on a daily basis.

And as a result, it makes them better family members, co-workers, and community members.

But beware... When you finally have "enough" you'll realize that it was never about the end amount.

It was always about that feeling of hope, progress, gratitude, and optimism.

If you're waking up with those feelings today, revel in them. Nurture them.

And if you aren't... You know what to aim for 🫡

[Stack Hodler @stackhodler]

You watched #Bitcoin crash from $69K -> $15K and kept stacking.

You ignored sarcastic remarks and sideways glances from family and friends.

You watched as Bitcoin fell through the previous all time high for the first time as the crypto ponzis imploded.

It had never been so over.

In that moment everyone doubted you, but you knew what you owned.

You trusted your own logic and decision making.

And now you get to reap the rewards.

Remember this as we edge towards price discovery.

If you hodled, you didn't get lucky.

You demonstrated sound decision making, courage, and conviction.

And you did it in the face of pressure that would have caused most people to fold like a cheap lawn chair at a sumo convention.

Bitcoin tested you.

And you proved that your hands, spirit, and mind are strong enough to deserve what's coming your way.

Stay strong and enjoy.

[Stack Hodler @stackhodler]

How high can Bitcoin go?

Most people can't handle the answer to this question.

Right now it's the 8th most valuable asset in the world.

It's market cap is comparable to Google, Amazon, and Saudi Aramco.

But Bitcoin has vastly higher upside than those companies.

Investors are slowly realizing that Bitcoin is on a path to matching, and then surpassing gold's market cap.

That's a 14x from here.

~$875K per coin.

But even that is just the beginning.

How many people do you know that use Gold as a primary store of value?

Most value is stored in equity indexes, bonds, and real estate.

There's roughly:

- $115 Trillion in equities
- $380 Trillion in real estate
- $140 Trillion in fixed income

= $635 Trillion in "wealth" stored in assets that are all inferior to Bitcoin in some crucial way.

Equities can be endlessly diluted, rely on business execution, have competitive risk, regulatory risk, trust-busting risk, jurisdictional risk, key man risk, etc.

Real estate has maintenance costs, property taxes, physical risk of deterioration or complete loss, insurance costs, etc.

Debt instruments have default risk, currency risk, and no fixed supply.

Bitcoin is comparatively simple:
- Fixed supply
- Known issuance schedule
- Neutral. Not tied to any single country's future
- Can be held indefinitely at zero cost

So instead of comparing Bitcoin to individual equities or gold...

We should be asking what percentage of the $635 Trillion of wealth it can eat.

A modest 10%?

That's $3,256,410 per coin in today's money.

But then the question is - what will the remaining bond, equity, and real estate holders do when Bitcoin is sitting at $63 Trillion market cap and has had 3,200% gains since hitting $100K?

Keep in mind there's no theoretical upper limit for Bitcoin valuation.

Unlike a business that's anchored by its revenue, Bitcoin doesn't become "overpriced" in the same way.

It's meant to suck in all the monetary premium in the world because it's simply the best store of value that humanity has ever seen.

And so we return to the earliest price prediction ever made: $10 million per coin.

Shortly after receiving the first ever Bitcoin transaction, polymath Hal Finney speculated that Bitcoin would one day reach $10 million per coin.

And as we near the $100K per coin psychological barrier, that prediction appears more prescient by the day.

You are not late to Bitcoin.

This journey is just beginning.

And you have the rest of your life to enjoy the gains.