if you reason from first principles without historical baggageZEC is the correct derivation of an internet-native SoV from a technical PoVnote how I'm not saying it's the only one or that BTC can't exist or that early ZEC did not have issuesbut when talking about gold-like properties, on top of durability, scarcity, and portability, you do need one other key trait: fungibilitycash is fungible for other cash; gold is fungible for other gold (even if it has a serial number, you can melt it)on the internet tho ...

The 10% SoV Law:- Gold: $28.3T MC- BTC at 10% of gold = $141k (+52%)- ZEC at 10% of BTC = $17.4k (+2725%) ...

Group 1 - Bitcoin ETFs have surged approximately 100% since January 2024, matching the returns of physical gold ETFs, while the S&P 500 has returned only 45% [2] - This performance has ignited a debate regarding Bitcoin's classification as either a "risk-on" asset like stocks or a "store of value" akin to gold [2][3] - Despite Bitcoin's reputation as a volatile asset, its ETF performance has aligned with historically stable investment vehicles, prompting investors to reconsider the risk-reward balance [3] Group 2 - The volatility of cryptocurrencies remains a concern, with risk-adjusted returns being a critical factor in assessing their role in diversified portfolios [4] - BlackRock's People & Money report indicates a growing retail interest in ETFs, particularly among younger investors, with 19 million US adults likely to purchase ETFs in the next year [4] - Among these new investors, 47% are expected to invest in crypto ETFs, highlighting a significant shift towards equity and crypto allocations [4]

encryption is not a "feature", surveillance is a bugit is disappointing how much these people have lost the plotif you don't believe me, go and use unencrypted chats for your messaging, unencrypted cloud hosting for your data, and go use HTTP internet, so all your credit card and password info leakswhile you're at it, show me all your bank accountswhere do you think the word "cypher" in "cypherpunk" comes from? what do you think the word "crypto" is derived from?this entire industry was created by the cyphe ...

RT Symbiotic (@symbioticfi)Bitcoin is a world class store of value. The next step is now unlocking real utility onchain.At @stakingsummit, @Sylvie0301, @NatanGranit, @otaliptus, and @roth_edgar dug into what meaningful Bitcoin utility could look like. https://t.co/buMJamHflk ...

⚡️ CATHIE WOOD: "While stablecoins are usurping one of the roles we expected BTC to play in emerging markets, its role as a store of value (think gold) should have soared!" https://t.co/a54VeWCA4L ...

I am looking forward to explaining @ARKInvest’s #bitcoin price target at @official_cantor fitzgerald’s crypto conference this week. While stablecoins are usurping one of the roles we expected #BTC to play in emerging markets, its role as a store of value (think gold) should have soared! ...

I am looking forward to explaining @ARKInvest’s #bitcoin price target at @cantorfitzgerald’s crypto conference this week. While stablecoins are usurping one of the roles we expected #BTC to play in emerging markets, its role as a store of value (think gold) should have soared! ...

🔥 LATEST: Cathie Wood cut her Bitcoin price target by $300K to $1.2M, saying stablecoins are rapidly replacing BTC as a store of value in emerging markets. https://t.co/HPmZdyd2mb ...

Market Dynamics & Investment Thesis - Bitcoin's current consolidation phase mirrors TradFi IPO dynamics, where early investors realize gains after the asset's success [1] - Early BTC adopters are taking profits, transitioning ownership from concentrated holdings to a more distributed model without market crashes [1][2] - This transition, termed "The Great Rotation," involves a shift from a few thousand wallets controlling most of the supply to millions of investors via ETFs, institutions, and retail [2] - The increased distribution of ownership leads to reduced volatility as selling pressure is absorbed across time and venues [2] Bitcoin's Maturation - Bitcoin's consolidation is not due to a bear market or fear, but rather the market digesting its success and increased maturity [3] - Early holders are selling patiently while new institutional buyers accumulate BTC [3] - The exit of early holders is a bullish sign, indicating Bitcoin's scale where large exits no longer destabilize the market [4] - The longer Bitcoin consolidates, the more distributed and resilient it becomes, solidifying its position as a store of value [4]