son’s gettin’ a bit more organized.

china will have to print a lot more to keep up with the us in the ai race. with gov debt now above 100% of gdp and japan already around 250%+ the ai race is becoming a debt race. orange bit for the win.

i own exactly zero shares of mstr or strc. i’ve never bought a bitcoin proxy. never met saylor or even seen him in person but i’ll say this. nobody has put more skin in the game for bitcoin than saylor. all these keyboard maximalists attacking him are full of shit. hand 99.9% of them a $1 million check on the condition they never touch bitcoin again and they’d sign it before the ink dried.

the ugly truth is that the 4 yr cycle was created and practiced by the ogs. they tend to think together and act together.

this time though their usual playbook didn’t work. their avg distribution was probably around 80–85k. (yes they sell and buy gradually not all at once). they were likely expecting to buy back much lower somewhere around 20-25k.

that didn’t happen thanks to a much stronger base of long term individual bitcoiners, plus relentless buying from saylor and a growing number of public companies.

of course they’re not happy. thats also why you see so much coordinated hostility toward saylor. he’s disrupting the cycle they’ve benefited from for years.

saylor only fails if bitcoin fails. i know thats hard for some people to accept but thats the reality since the guy controls 4% of the network. maybe it’s time to stop harassing bitcoiners who happen to run public companies.

office hours 🎣

i just learned that $1 out of every $70 in stablecoins is frozen. 🫪

office hours 🎣

this just happened in the last 48 hrs.