I think it's Gemini

Signs are everywhere

happy sunday y’all. 🍺

the us enabling markets buy and implement bitcoin is the smartest play it can make without shaking things up too much. sbr is just the final move.

people saying brics have more economic power is pure illusion. china’s currency is a paper tiger. an insolvent system, real estate collapse, and over a billion mouths to feed in the age of ai. it’s a ticking bomb. the us holds every card it needs. and now it’s got bitcoin too. act accordingly.

without understanding the fundamentals behind what drives asset prices, it’s impossible to see what’s coming next. here’s a simple question: what % of us tax revenue comes from realized gains on assets? between 15 and 20%. any real and sustained drop in asset prices would shake the entire tax base of the country. and with ai driven productivity gains and massive white collar job cuts coming over the next 5 to10 yrs, keeping asset prices afloat isn’t just economic policy anymore. it’s survival.

they have zero real demand. all artificially propped up. even small geopolitical ormacro shifts can wreck any illiquid market like this.

they asked for an alt season desperately and they’ve got one.

possible

no idea but the chart is very sobering

i know there’s a lot of doomsday talk right now. but ai’s impact on productivity is about to send the next economic expansion into overdrive. meet mr copper. the silent winner of the ai boom. microsoft’s chicago data center alone needed 2,177 metric tons of copper, roughly 27 tonnes per megawatt. now multiply that across every hyperscaler building worldwide. this isn’t a slowdown story. it’s a supercycle in the making.

xrp/btc from yesterday. look at this shit and tell me it’s not being artificially propped up with zero real demand. when the tide goes out, you see who’s been swimming naked.

another big lesson from yesterday: when market makers turn off the liquidity tap, there’s zero bid for shitcoins. absolutely zero. it’s all fake and built on artificial leverage, not real demand.

most important chart in life: time with your kids. the rug gets pulled sooner and harder than we all think. this is what i expect bitcoin to give me. nothing else, but time.

3-4 firms at least not just one. Long weekend for many in NY!

once corporations acquire around 5m bitcoin, we’ll hit a real supply shock. price will climb steadily to $3m to $5m per coin. after that, the jump from $5m to $10m per coin happens almost instantly.

THIS IS ABSOLUTELY FUCKING CRAZY! I DON’T GIVE A FUCK ABOUT HER PERSONAL OPINIONS BUT SHE’S TALKING LIKE SHE’S THE ONE WHO GETS TO DECIDE WHAT BITCOIN IS.

always!