Market Trends - Bitcoin is decoupling from the broader market [1] - Bitcoin adoption is accelerating rapidly [1] Institutional Adoption - Bitcoin is being added to corporate treasuries [1] - Bitcoin is likely being added to sovereign treasuries [1] - Large players are accumulating Bitcoin discreetly [1]

purpose of Bitcoin is to give you room and space to really like do what you were meant to do. That's the key. It's meant to do.Like that's the the huge insidious problem of like the the money. It is a uh it's it's shackles. It's slavery because ultimately you're told to go to school and then you're told to get to college and you have this student debt and then you got to get the job and you got to like and you're just shackled and you don't even know why. And then to your point about the real estate, you wa ...

Money is simply a technology to account for, transfer, and exchange and store value between people. It's the people. It's all of us that are creators of that value.Growing food, running a business to serve people's needs, digging iron out of the ground and melting it into steel, and building buildings, creating art or music. We are the creators of. ...

What was the moment that humbled you. What do you mean when you say you humbled yourself. What did you accept that you didn't want to accept before.I didn't know anything about money. I was an exited tech entrepreneur, right. And got some money off the table and yet I was investing in the stock market and nothing was growing.My net worth was flat and I was like, what is happening. Like I feel like things should be growing and yet everything around me, cost of living is getting so expensive. My exit money is ...

I think it's easier to risk adjusted hold Bitcoin at $90,000 with the current understanding of where Bitcoin is going. Yes. Than holding Bitcoin at $3 and and holding on to that all the way to today.Very few people like the level of certainty that exists today, which is why it's lower returns. Mhm. relative to the level of uncertainty back then.I mean we were you know a bunch of crazies um that you know just had zero chances of success. It Bitcoin is a miracle quite frankly like it should not have succeeded ...

[Music] And I think that we as Bitcoiners are 30 years ahead of everyone else as well. And so, you know, if you if your stack is not where you want it, and by the way, who's is, you need to get off your ass and figure out how to turn that asymmetry into 10x the amount of Bitcoin you currently hold. You got one Bitcoin.Let's figure out how to use your asymmetrical advantage to get to 10. You got 10. Let's figure out how to get to 100.That can that is doable for Bitcoiners who understand and are willing to ta ...

This is an an asset that's being adopted and it what what I'm super bullish about in the future, Brahm is not just it becoming an allocation to regular uh risk portfolios, but for it to then start eating into bond portfolios and real estate portfolios. That's what I'm super bullish for. And that's when you go from a million dollar uh per coin to $10 million per coin.And that's and that's over the long period of time. But it's not going to happen overnight. ...

How do speculative activities uh like ETFs or the leverage positions impact Bitcoin's adoption as a reliable store of value. >> The real question is of all the assets in the world, which one is the hardest to manipulate long-term is the real question. Um, and I'd argue to you the one that has a fixed supply is probably long-term the hardest to manipulate, provided that it has a sufficient amount of liquidity. ...

Market Structure Shift - The Bitcoin market is experiencing a shift in allocator cohorts, moving away from predominantly short-term retail investors [1] - Previous cycles were dominated by retail investors seeking short-term gains [1][2] - The current cycle is characterized by the increasing influence of long-term investors through ETFs [2] Investor Profile - Current dominant allocators include retirees, pension funds, and endowments [2] - These cohorts generally have longer investment time horizons compared to typical retail investors [2][3] - The shift towards long-term investors suggests a potentially more stable market compared to past cycles [3]

I think Bitcoin treasure companies are possibly a Trojan horse. Uh possibly more like the the the the way in which Trafi bends a knee to Bitcoin. It's like I you know if I'm bond market capital I can't get 10% anywhere except if I you know bend the knee to Bitcoin. I do understand the the counterpoint of like uh you don't want it to be a distraction from um your Bitcoin treasury focus.Like Apple is not going to become a a high conviction Bitcoin treasury company that's fully focused on driving Bitcoin per s ...