Sam, if uh Bitcoin is going to replace you something like gold, which is what, you know, like 15 to to 20 trillion, what's the big number that um Ether uh ETH asset is going to replace. I think it's 10 times bigger at least to 10 times bigger than the gold markets. It's the entire financial system.The entire financial system is kind of hard to put a number on, but it's certainly bigger than the gold markets. It's really almost infinite. And it's just now that Ethereum is coming out of the dark ages.And that ...

In an interview with Jordan B. Peterson, Michael Saylor pointed out that technological progress should naturally lead to lower prices, yet in reality, people rarely feel its effects. The key reason lies in monetary expansion. If productivity rises 20% a year, prices should drop 20%.But if the money supply grows 10%, prices only fall 10%.That missing 10%? It's quietly stolen through inflation. Gold, once seen as sound money, isn’t perfect. Fiat is worse—currencies like the Argentine peso and Russian ruble ha ...

Core Viewpoint - Blue Gold Limited is advancing its strategy to become the world's first fully digital gold company, focusing on operational advancements, strategic acquisitions, and digital transformation initiatives [1][7]. Asset Development and Strategic M&A - The company is targeting high-quality gold and copper assets, aiming for 2 million ounces of annual production within five years, emphasizing geographic diversification [2]. - Blue Gold has signed a non-binding term sheet to acquire the Mampon Copper/Gold mining license in Ghana, with a payment structure that caps costs at $45 per ounce for gold and $55 per ton for copper, ensuring a low-risk expansion opportunity [3]. Dispute Resolution - The company is actively engaging with the Government of Ghana to resolve a lease dispute concerning the Bogoso Prestea mine while pursuing international arbitration [4]. Digital Transformation - Blue Gold is exploring the creation of a Blue Gold Token (BGT) in partnership with TripleBolt Technology, which would allow individuals to acquire future gold production at competitive rates, potentially unlocking new capital streams [5]. - The company is also developing a digital gold wallet and payment platform to facilitate everyday transactions using gold, aiming to become a "mine-to-wallet" digital gold company [6]. Company Vision - The CEO stated that Blue Gold is evolving into a diversified gold platform that combines mining assets with digital finance, focusing on growth, innovation, and long-term shareholder value [7][8].

Core Viewpoint - Blue Gold Limited is advancing its strategy to become the world's first fully digital gold company, focusing on operational advancements, strategic acquisitions, and digital transformation initiatives [1][7]. Asset Development and Strategic M&A - The company is targeting high-quality gold and copper assets, aiming for 2 million ounces of annual production within five years, emphasizing geographic diversification [2]. - Blue Gold has signed a non-binding term sheet to acquire the Mampon Copper/Gold mining license in Ghana, with a payment structure that caps costs at $45 per ounce for gold and $55 per ton for copper, ensuring a low-risk expansion opportunity [3]. Dispute Resolution - The company is actively engaging with the Government of Ghana to resolve a lease dispute concerning the Bogoso Prestea mine while pursuing international arbitration [4]. Digital Transformation - Blue Gold is exploring the creation of a Blue Gold Token (BGT) in partnership with TripleBolt Technology, which would allow individuals to acquire future gold production at competitive rates, potentially unlocking new capital streams [5]. - The company is also developing a digital gold wallet and payment platform to facilitate everyday transactions using gold, aiming to merge hard-asset security with fintech innovation [6]. Company Vision - The CEO of Blue Gold stated that the company is evolving into a diversified gold platform that combines mining assets with digital finance, focusing on growth, innovation, and long-term shareholder value [7]. - Blue Gold's mission is to unlock untapped value in the gold sector through disciplined resource acquisition and innovative monetization models, including asset-backed digital instruments [8].

RT br0th3r 0d1n (@odin_free)Ethereum is digital oil.Bitcoin is digital gold.Starknet is .... ...

Core Insights - Bitcoin has experienced a significant price increase, reaching an all-time high of $123,000, representing a 430x increase over the past decade and an annualized return of 83% [2] - The momentum for Bitcoin is expected to continue into 2026 due to several factors, including its scarcity, the approval of Bitcoin ETFs, upcoming regulatory frameworks, low public interest, and technical price targets [2][5][6][8][9] Group 1: Bitcoin's Value Proposition - Bitcoin is considered "Digital Gold" due to its scarcity, with a maximum supply of 21 million coins, contrasting with fiat currencies that can be printed without limit [2] - The depreciation of fiat currencies, exacerbated by massive spending bills, drives investors towards Bitcoin as a hedge against inflation [2] Group 2: Market Accessibility - The approval of Bitcoin ETFs has broadened access for investors, with BlackRock's iShares Bitcoin ETF becoming the most successful ETF launch in history and ranking among the top 20 ETFs in the U.S. [5] - Traditional brokerage firms are now offering crypto trading products, further increasing accessibility for retail investors [5] Group 3: Regulatory Developments - Upcoming legislation, including the 'GENIUS Act' and the 'CLARITY Act,' aims to establish a regulatory framework for digital assets, which could attract more institutional investors to the market [6] Group 4: Market Sentiment - Despite Bitcoin reaching new highs, public interest is at multi-year lows, indicating a contrarian investment opportunity [8] - Technical analysis suggests a potential price target of $150,000 for Bitcoin by early 2026, indicating ongoing bullish sentiment among market technicians [9][11]

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Market Trends & Adoption - Bitcoin reached a new all-time high, nearing $112,000, driven by improved risk sentiment [1] - Bitcoin has become derisked due to a pro-Bitcoin administration and SEC movement, opening doors for corporate adoption [2][3] - Corporate adoption is fueled by the need to protect against monetary debasement and inflation, recognizing Bitcoin as an asset with a fixed supply [4] - Public companies' Bitcoin holdings have grown by over 30%, indicating increasing institutional ownership [5] - Corporations require proven playbooks for Bitcoin custody and other aspects to facilitate further adoption [7] - New York's promotion of "bit bonds" is seen as a significant step, creating a playbook for other cities and states [8] - The US government's actions to promote crypto are removing risk and encouraging Bitcoin adoption [14] - Bitcoin's resilience during tariff-induced sell-offs suggests it's emerging as a true store of value asset [17][18] Price Predictions & Market Dynamics - Analysts predict Bitcoin could reach $150,000 this year, with potential to reach $225,000-$250,000 [9][10] - Corporations are primarily long-only buyers, reducing the available Bitcoin supply and potentially causing explosive price increases [11][12]

Summary of Cipher Mining (CIFR) FY Conference Call - May 19, 2025 Industry Overview - The conference focused on the cryptocurrency mining industry, specifically Bitcoin mining, with participation from leading companies including Cipher Mining, Fifth Year, and Greenspark [1] - The discussion highlighted the evolving landscape of Bitcoin mining and the impact of regulatory changes and market dynamics on the industry [6][7] Key Points and Arguments Market Dynamics - The current administration is perceived as crypto-friendly, providing a favorable regulatory environment for Bitcoin mining [6][7] - There is a growing demand for Bitcoin, with nation-states accumulating Bitcoin as part of their strategic reserves, contributing to market optimism [7][8] - Bitcoin prices are expected to appreciate over the next 12 to 24 months, driven by increased adoption and demand [9][12] Company Strategies - Cipher Mining operates with the lowest power cost in the industry at 2.7¢ per kilowatt hour, achieved through effective management of curtailment and trading in the Texas market [4][51] - The company is diversifying its operations by entering the Bitcoin mining manufacturing space and exploring opportunities in high-performance computing (HPC) and AI [5][26] - A shift in strategy from a 100% holding policy to selling a portion of mined Bitcoin to cover operational expenses has been implemented, reflecting prudent capital management [23][25] Technological Developments - The demand for large interconnects for data centers has surged, prompting Cipher Mining to leverage its expertise in developing greenfield sites to position itself for future opportunities [27][29] - The company is exploring advanced cooling technologies, such as liquid cooling, to enhance operational efficiency and manage costs [50][58] Geographic Considerations - Texas is highlighted as a prime location for Bitcoin mining due to its unique power grid dynamics, allowing for scalable power usage and cost-effective operations [59][60] - The company also operates in various states across the U.S. and has international operations in Norway, Bhutan, and Ethiopia, emphasizing the importance of geographic diversification [67] Additional Important Insights - The conversation touched on the volatility of Bitcoin and the challenges of forecasting its price, with expectations of significant price fluctuations in the short term [14][17] - The potential for Bitcoin to transition from a tech stock-like asset to a more stable store of value akin to digital gold was discussed, indicating a long-term bullish outlook [20][21] - The impact of tariffs and supply chain considerations on the procurement of mining hardware was addressed, with a focus on maintaining a diversified supplier base to mitigate risks [39][42][46] This summary encapsulates the key discussions and insights from the Cipher Mining FY Conference Call, providing a comprehensive overview of the current state and future outlook of the Bitcoin mining industry.

Group 1 - Matador Technologies Inc. has changed its stock ticker symbol on the OTCQB from "MTDTF" to "MATAF" effective April 28, 2025, to improve brand alignment [1] - The company's common shares are now eligible for electronic clearing and settlement through the Depository Trust Company (DTC), enhancing liquidity and accessibility for U.S. investors [2][3] - The CEO of Matador Technologies emphasized that DTC eligibility is a significant step in expanding the company's presence in U.S. capital markets and aligns with its strategy to enhance shareholder visibility and liquidity [3] Group 2 - Matador Technologies is focused on developing its Digital Gold Platform, which integrates physical gold with digital art inscriptions on the Bitcoin blockchain using Ordinals technology [3][4] - The company aims to democratize the gold buying experience by leveraging blockchain technology to create a platform for users to buy, sell, and store gold conveniently [4]