Challenge the status quo.
Joined May 2021
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🟠💊NEW!! 🟠💊
I am launching a free online course based on The Bitcoin Standard starting today on my podcast and Youtube channel!
Watch the first lecture now and be sure to subscribe to get all the lectures over the coming weeks!
🤖 Made with AI
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The real signal is not 25 or 50 basis points. It is that savers are forced to speculate on policy to preserve purchasing power. Bitcoin replaces that guess with a supply schedule everyone can verify.
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JUST IN: new peer-reviewed research finds Bitcoin mining has the capacity to absorb 83% of the wind Ireland is forced to throw away, lifting wind farm revenues by 32%.
The paper is a wake-up call for grid operators, regulators and political leaders around the world whose grids are wasting large quantities of renewable energy, because the paper includes a head-to-head comparison with battery, finding 2 significant advantages, both which matter to the taxpayer.
1. No subsidy required:
"Compared with battery storage, hydrogen electrolysis, or transmission reinforcement, the co-investment is privately financed and operationally market-driven" and "...without requiring physical network upgrades or regulatory subsidy."
2. No performance degradation
"Unlike battery storage, mining incurs no round-trip efficiency losses or cycle degradation; unlike hydrogen electrolysis, it requires no downstream offtake infrastructure."
In layman's terms, this means that a battery gives back less power than it takes, and wears out with every cycle - whereas hydrogen needs a pipeline and a buyer at the far end. Bitcoin mining simply pays to use otherwise wasted power on the spot and needs nothing more after that.
Plus, Batteries, hydrogen and new wires are all paid for by the public. Bitcoin mining, uniquely, isn't.
To summarize: Together with previous papers on renewable energy monetization using Bitcoin mining, this technology is looking increasingly like the only tax-neutral way to keep renewable energy transition targets on track (or get them back on track).
The finding puts even more pressure on Ireland's neighbour, the UK, which continues to waste significant amounts of wind energy, to properly evaluate Bitcoin mining.
source: wastedwind.energy/
This paper is doubly-significant because prior studies were done on deregulated grids like ERCOT (Texas). This study shows that Bitcoin mining's benefits extend to islanded regulated grids with high renewable penetration.
The study comes at a time where Ireland is currently wasting11.4% of its available wind (source: cms.eirgrid.ie/sites/default…). Its Climate Action Plan targets <7% curtailment by 2030. But an independent estimate says it's currently going in the opposite direction, projected to increase to16% by 2030, even with storage and demand response built (source: seai.ie/sites/default/files/…).
The paper is published in Energy Economics which has an impact factor of 13.5 (top 2% of academic journals)
Source: doi.org/10.1016/j.eneco.2026…
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💥BOOM!
🚨IT'S OFFICIAL: 🇺🇸 Senate Banking Committee Chair Tim Scott says that the Senate will VOTE on the CLARITY ACT this week.
IT'S HAPPENING!🔥
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We're still in the early stages of understanding Bitcoin and how to use and secure it properly. It's a bit like the Wild West. You can bet today's incident has every hardware wallet manufacturer scrambling to verify that its processes are secure. This is a well known class of problem, and incidents like this act as a forge, leading to better wallets, stronger processes, and more rigorous testing. I hope!
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I’m so sorry to everyone affected. My DMs are open if you need help or have any questions.
Firmware fix released. coldcard.com/docs/upgrade/
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what we know so far about the @COLDCARDwallet issues
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If you think home prices crashing is bad, you have fiat brain. Homes are consumer goods and the cheaper they are the better. You only think of them as an investment asset because your money is broken & you have never known savings.
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There will only ever be 21 million Bitcoin.
Your share can never be diluted.
Gold is different.
Supply keeps growing.
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$MSTR
Michael Saylor has more courage than anyone I’ve ever seen in public markets.
2022 taught him a lesson he will never forget, and the @Strategy balance sheet that sits today is its reflection.
It’s built to withstand pretty much anything the market throws at it.
When you spend thousands of hours understanding a company, understanding Bitcoin, watching nearly every interview Saylor has ever given, you develop a level of conviction that is genuinely difficult to explain to someone on the outside.
The few bulls standing firm on days like today know exactly what I mean.
I have given a significant portion of the past few years to deeply understanding what this company is trying to build.
And if what I have done feels substantial, keep in mind that @saylor has given the past six years of his life to this mission.
He has outworked probably anyone in this space, obsessed over this day and night, and traveled the world advocating for it.
He could be sitting on his yacht in Cannes.
Instead, he keeps showing up.
I find it almost amusing that anyone genuinely believes Saylor is here to rob people.
A billionaire heading toward the final chapter of his career has the least incentive imaginable to scheme against retail investors.
He already has everything he needs materially.
What he does not have, and what has driven him for the past five years, is the mark he wants to leave.
His mother believed he could change the world.
He has made it his life’s mission to prove her right by fixing a part of the system that robs ordinary people of the opportunity to pursue the life they want.
@saylor genuinely believes money is the highest form of energy human beings can channel.
And he has committed everything to trying to change how that energy flows.
People underestimate how hard that is.
He has built an entirely new category.
He has trailblazed the path for corporations to hold Bitcoin.
He has built structures that support the very network he believes can change the world.
And with an approach this disruptive, it was always going to rub people the wrong way.
Traditional markets were always going to push back against anyone trying to restructure the way credit works.
Skeptics in the Bitcoin community were always going to resist his capitalist view.
And people within the crypto space were always going to find a target for their lost cause.
Yes….It is deeply disappointing to see $STRC behave in the opposite way the instrument was designed to behave.
Anyone sitting on losses has my genuine sympathy.
But I truly believe this management team is capable of working through this.
For those with a little more patience, a little more of the same belief that brought them to this instrument in the first place, I believe this team will find a way.
I have never had a stronger conviction in what is being built here.
I am willing to go down with it if it comes to that.
I know Saylor is.
I know Phong is.
The mission will continue.
Mission Strategy.
bitcoin:native $MSTR $STRC
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Bitcoin isn't "protected" by some IT guy in a basement with a firewall and a prayer.
Bitcoin is secured by raw, industrial-grade energy—the kind that powers cities, melts steel, and turns theoretical attacks into financial suicide missions.
You want to hack the ledger? Cute. Go ahead.
First, you'll need to outspend the entire global mining network in ASIC hardware. We're talking hundreds of millions to low billions just to build your attack infrastructure.
Then you'll need to power it. That's tens of thousands of dollars per hour in electricity—assuming you can even source that much juice without triggering a small-scale energy crisis.
And here's the kicker: you still lose.
Because even if you pull off this billion-dollar heist for one glorious hour, you've simultaneously destroyed the value of what you just stole, torched your entire capital investment, and missed out on the honest mining revenue you could've earned instead.
This is proof-of-work at its finest—a self-defending protocol that weaponizes thermodynamics against attackers.
No backroom deals. No central authority. No "please don't hack us" regulatory prayer circle.
Just math, energy, and the cold economic certainty that attacking Bitcoin costs more than Bitcoin itself.
Gold wishes it had this level of defense.
Fiat literally can't comprehend it.
And you? You get to hold the most secure asset in human history guarded not by men with badges, but by the laws of physics.
Bitcoin is secured by energy.
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"Bitcoin isn't real. You can't even hold it."
Pull up your bank balance. That number isn't sitting in a vault. It's an entry in a database — less than 10% of dollars exist as physical cash. The rest is digits on a screen, same as Bitcoin.
The difference: a bank can freeze your digits, reverse them, or watch them lose value while a central bank prints more. Your Bitcoin entry can't be frozen, reversed, or diluted by anyone.
Both are digital. Only one runs on rules nobody can change on you.
Drop a question below.
I read every reply.
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When Bitcoin hits $200K, MSTR's ~845k BTC holdings would be worth ~$169B. At $300K: ~$254B. At $500K: ~$422B+.
MSTR is a leveraged BTC proxy. It raises capital via equity/debt to stack more sats, targeting higher BTC per share for common holders. Stock has historically amplified BTC moves (often 2x+ beta) plus a premium/discount to NAV.
Schiff calls the current phase negative yield due to dilution and preferreds. But sustained BTC appreciation at those levels would still deliver massive upside to shareholders via the growing treasury value, even with some dilution. Execution and capital access matter.