BTC

magniankh

BTC is functionally a ponzischeme and not much more. It's only job is to make money for you by getting newer people to buy into the same system.  The entire global economy would need to suffer a catastrophic breakdown leading to an entirely new world order for traditional fiat currency to be left behind. That may or may not happen, but BTC isn't backed by anything just like fiat currency. 

augustaye

all you have to do is follow one rule when it comes to friendship and BTC: don't be "that guy"

master-beast-72

The "slippery" part is deliberate and has gotten more sophisticated over time. Retail often assumes whale tracking via on-chain analytics gives a clear picture of what large holders are doing. The reality is that any whale worth tracking has almost certainly adapted their behavior to account for exactly this kind of surveillance. **How sophisticated whales obscure their positions**: 1. **Wallet fragmentation**: Rather than holding 10,000 BTC in one wallet, they hold 100 BTC across 100 wallets. Any individual wallet looks like a mid-sized holder. The clustering analysis tools (Nansen, Arkham) try to correlate these via common-input-ownership heuristics and transaction timing, but sophisticated holders intentionally break these patterns. 2. **OTC desks**: Major moves often don't happen on-chain at all. A whale selling $50M of ETH likely uses a prime broker or OTC desk (Cumberland, Galaxy, B2C2) who sources buyers privately and settles via exchange internal transfer. Whale Alert never sees it. 3. **Cross-chain movement**: Moving assets through bridges and then back can break on-chain traceability for casual observers. The origin wallet and destination wallet are unlinked unless you do full bridge-hop analysis. The practical implication for retail: "whale alert" signals are mostly noise. A large transfer to an exchange address could be a sale, an OTC delivery, a custody transfer, or just reorganizing wallets. The signal-to-noise ratio for interpreting individual large transactions is terrible. What actually works better is tracking *aggregate* exchange flows (total exchange inflows/outflows over 24-48h) rather than individual whale transactions.

Cold_Entertainer_851

That's an interesting perspective. What do you think will be the biggest catalyst for ETH in the next few years? Is it continued institutional buying, growth in on-chain applications, or other factors? I think ETH's fundamentals are indeed improving, but BTC's position as digital gold is also becoming increasingly solidified, and the two may play different roles in the future.

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arioch376

I just don't equate it to a moral imperative. If you don't do that I can't imagine participating in/owning/believing in the positive qualities of bitcoin will actually become a problem with family/friends, and if it does it sounds more like a them problem, likely for the same error you've made, they've made it a moral imperative, i.e. BTC is going to boil the oceans, so you're evil for participating. At the end of the day, even if you're a true believer, and you think BTC is the best and final form of money and may well change the world....At the end of the day it's still just money. Family and friends are more important. Act accordingly.

LurkerFromTheVoid

Another problem, that i seem to see, it's the Satoshi division of Bitcoin, it's hard to visualize prices in fractions of Bitcoin. Gemini Answer: You’ve zeroed in on a fundamental user-experience flaw that behavioral economists and software designers call **Unit Bias** and **Numeracy Friction**. Humans are notoriously bad at processing long strings of decimals. Expecting someone to buy a coffee for 0.00004500 BTC creates an immense amount of cognitive load. You spend more time counting zeros to make sure you aren't overpaying by a factor of ten than you do enjoying the coffee. Here is why this division problem creates such a massive barrier for Bitcoin as an everyday medium of exchange: ## 1. The Decimal Counting Nightmare When prices are expressed in small fractions of a whole unit, visual ambiguity skyrockets. | Item | Price in USD | Price in BTC (approx.) | Price in Satoshis ("Sats") | |---|---|---|---| | **Espresso** | $4.50 | 0.000047 BTC | 4,700 sats | | **Groceries** | $120.00 | 0.001250 BTC | 125,000 sats | | **New Laptop** | $1,500.00 | 0.015600 BTC | 1,560,000 sats | With fractions of BTC, the difference between 0.000047 and 0.00047 is one misplaced zero—a 900% calculation error. The human brain simply isn't wired to quickly differentiate numbers after three decimal places during rapid everyday transactions. ## 2. Unit Bias (The Psychology of Whole Numbers) Psychologically, people prefer owning and spending **whole units**. * **The "I Can't Afford It" Fallacy:** Many potential buyers still assume they have to buy *one full Bitcoin* to participate. Paying thousands of dollars for a fraction of a single unit feels unrewarding compared to buying thousands of cheap units of a penny stock or altcoin—even if the underlying math is identical. * **The "Sats Standard" Friction:** The Bitcoin community tried to solve this by moving to **Satoshis** (1 BTC = 100,000,000 sats). While 4,700 sats removes the decimals, it introduces a whole new problem: giant numbers that are detached from the mental price anchors people have built over a lifetime in dollar terms. ## 3. The Failure of "Unit of Account" For a currency to function smoothly, it must be a **Unit of Account**—a mental tape measure for economic value. When you see a $5 sandwich, your brain instantly compares it to every other $5 item you’ve ever bought. But because Bitcoin fluctuates constantly *and* requires decimal gymnastics, you have to run a two-step mental calculation: 1. **Convert fractions to Satoshis** (or parse the decimal string). 2. **Convert Satoshis to your local fiat currency** based on today’s live exchange rate. Until an asset can serve as a static, intuitive price tag in the physical world without requiring continuous mental conversions, it remains a speculative asset rather than an effortless currency.

logavulin16

Congrats. If your social credit or social score dips one day dips, your bank will seize your funds. You are missing the point of decentralization. Bank runs happen all the time, even in first world nations. Holding fiat currency in your bank will lose to crypto in every capacity. ROI,mobility, self custody… BTC has outperformed every major asset in the world including NVD for its entire lifespan. AI has had a great 3 year run. Its scalable runway is running ever shorter. Maybe this is your first bear market but your sentiment shows up in every successful market at the best possible times to buy

Althea520

Do not buy alt coins ever. BTC Maxi here. since 2017. Learned the hard way doing little side quests. Waste of money when I could of stocked more BTC.

Plane_Baby

We all get there at our own time. My advice, study it and gain conviction. You are coming at a good time, near the bottom (even if it drops more, you are still in a good spot). DCA, and continue learning about BTC. Look for ways to earn BTC (Fold, maybe Lolli) for free. When you start questioning UXTOs and self custody, that's when you are there because it is not about the dollars. 💪 Good luck and welcome aboard.

Grunblau

I think uncollateralized debt will go away and in the future, you will need something like BTC to open a credit card. Otherwise, all this whole thing was about it to give payment processors bigger margins when charging 3% to transfer money.\[ a

master-beast-72

The mark price problem on tokenized stock perps is a systemic issue that doesn't get enough attention when these products are launched. On crypto-native perp pairs (BTC/USDT, ETH/USDT), mark price is aggregated from multiple high-liquidity spot markets with tight spreads. Manipulation is expensive because you'd have to move price on Binance, Coinbase, and several others simultaneously. On tokenized stock perps — SK Hynix, Tesla, Apple, etc. — the underlying reference price often comes from one or two sources with thin liquidity outside of US market hours. If the feed from those sources has a bad tick, gets delayed, or the underlying stock moves sharply on news that's hard to arbitrage back quickly, the mark price diverges from fair value. Positions that were healthy at the "real" price get liquidated at the distorted price. The "exchange covers losses" response is the right call and is essentially what the insurance fund exists for. What matters is whether they cover the full delta between the liquidation price and the fair price at time of liquidation, not just a partial refund. This should prompt exchanges to review their mark price methodology for tokenized equity perps more carefully. Options: wider confidence bands before liquidation triggers on illiquid pairs, mandatory funding rate limits that force position deleveraging before reaching liquidation, or just being conservative about which stock tokens they list and in what leverage. Worth watching whether TradeXYZ publishes a post-mortem on how the mark price diverged — the mechanism matters for evaluating whether they've fixed the underlying issue or just plugged this specific hole.

master-beast-72

The mark price problem on tokenized stock perps is a systemic issue that doesn't get enough attention when these products are launched. On crypto-native perp pairs (BTC/USDT, ETH/USDT), mark price is aggregated from multiple high-liquidity spot markets with tight spreads. Manipulation is expensive because you'd have to move price on Binance, Coinbase, and several others simultaneously. On tokenized stock perps — SK Hynix, Tesla, Apple, etc. — the underlying reference price often comes from one or two sources with thin liquidity outside of US market hours. If the feed from those sources has a bad tick, gets delayed, or the underlying stock moves sharply on news that's hard to arbitrage back quickly, the mark price diverges from fair value. Positions that were healthy at the "real" price get liquidated at the distorted price. The "exchange covers losses" response is the right call and is essentially what the insurance fund exists for. What matters is whether they cover the full delta between the liquidation price and the fair price at time of liquidation, not just a partial refund. This should prompt exchanges to review their mark price methodology for tokenized equity perps more carefully. Options: wider confidence bands before liquidation triggers on illiquid pairs, mandatory funding rate limits that force position deleveraging before reaching liquidation, or just being conservative about which stock tokens they list and in what leverage. Worth watching whether TradeXYZ publishes a post-mortem on how the mark price diverged — the mechanism matters for evaluating whether they've fixed the underlying issue or just plugged this specific hole.

AlternativePut87

I'd just invest what you can afford to, live with the rest (by live I mean enjoy yourself). Obviously you're still young but the most powerful way to compound growth with your investments is to maximize your income and live well below your means, contributing the rest. Kudos to you though, you're investing much much earlier than most. Don't worry too much about cost averaging - contributing is more important assuming BTC has a long term investment horizon for you. If it's a trade, whole different story.

MrMoo151515

Depends how you define value. Don’t forget the value you’re adding to the BTC network by also spending in it. Encouraging more and more people/companies to move over to the better currency. By participating in BTC your adding value to your stack

I_Camp_In_CallofDuty

At a younger age I don't think I would've held onto BTC until this point in time. Maybe if I was my current age getting in on BTC back then...then yeah, I'd be building Kaiba Corp right now 😂

digital__bits

This is rookie mistake. Holders don't have much say on Bitcoin (BTC). **MINERS** do

celle876

And you have no idea what is in my portfolio. The operative term is "for me". Go right ahead and talk about your experience whilst I repeat for people in the back: " Nothing has outpaced real.estate and crypto in general for me...BTC being one." In short my advice stands ... OP can follow or not. In what alternate universe is 'choose wisely' bad advice or misinformation?

Hot_Restaurant_4902

BTC does not typically reach close to double the previous ATH.

2xfun

Bitcoin hate is at all time high and I don’t see that changing anytime soon. Unfortunately 90% of the population have heard of bitcoin at this point and they can’t tell the difference between clown coin and BTC and don’t know they are being robbed by the fiat standard. Unfortunately I don’t see this changing anytime soon 

Optimal_Jump_8395

It's difficult to say. With so much geopolitical uncertainty, it's anyone's guess when full adoption will be. That being said, some countries and businesses are beginning to satisfy orders using Bitcoin. That's a good sign and a very entertaining time for those of us who continue to DCA BTC.

MuscularFrog13

Buying fake ids and eventually weed off the Silk Road is what got me into Bitcoin and sold me on the vision. By junior year of HS I was buying good, but fairly low priced, weed in bulk on the SR, selling it to the two dealers in my town at 2x what I paid for it and then funneling some of that back into BTC and mostly into other shit a high schooler and recent high school grad buys. Had I been a bit wiser then, I’d be a lot wealthier now. Oh well, still in with no intention of selling anytime soon.

master-beast-72

The 4-year cycle has a mechanical component and a psychological component, and I think the mechanical part is weakening while the psychological part persists. **The mechanical argument**: Each halving cuts new BTC issuance by 50%. In 2012, that was a big deal — miners were selling a lot of BTC daily and cutting that supply in half had real price impact. By 2024, daily issuance was already tiny relative to circulating supply (~0.08% annualized post-halving). At some point the halving becomes a rounding error in actual supply dynamics, and that point may be approaching. **What actually drove 2024**: The spot ETF approvals hit in January 2024, months before the halving. BlackRock alone was absorbing more BTC per day than miners were producing. BTC hitting ATH *before* the halving broke the historical pattern for the first time. That's a structural shift — institutional demand is now a bigger price driver than the halving mechanism itself. **The psychological part holds**: Halvings are still a Schelling point that pulls retail attention back to crypto on a roughly 4-year cadence. Media coverage, new entrants, meme cycles — these still roughly align with the halving calendar even when the fundamental supply math matters less. Markets run on narratives as much as mechanics. My read: the cycle isn't dead, it's becoming noisier and more front-run. Institutional players anticipate it earlier, so price moves happen sooner and the post-halving peak gets harder to time precisely. "Bad at timing" is probably the more accurate framing.

The_Bitcoin_Act

Not a stupid question, and the fact that you're already at 0.016 BTC in cold storage as a teenager puts you ahead of many adults. That's great. On buy now vs wait, nobody can call the bottom reliably, not analysts, not anyone in this thread. What you're already doing, buying in chunks whenever money shows up, is the answer to the question you're asking, you just don't realize it yet. That's dollar cost averaging and it's specifically designed to make the "should I wait" question irrelevant, because you're not trying to time one entry, you're building a position over years. At your age the real edge isn't picking the perfect price, it's time in the market. A few hundred dollars now matters less than the habit you're building of saving first and holding cold. Keep doing exactly what you're doing! NFA!

Upset_Albatross_9179

The cycle depended on 3 things \- the halving substantially changing BTC creation rates \- the event acting as a rally point to substantially grow the group of people interested and interacting with BTC \- existing investors expecting the cycle to happen and driving the boom-bust The effect of the halving is dropping with each halving. The number of people aware of BTC has to have come close to the largest it could be during the last cycle with Matt Damon telling everyone fortune favors the bold. The development of institutional investment has probably sucked up whatever was left. The presence of institutional investment is going to dull the hype and fomo-driven boom bust cycle. Both by being less hype-driven than retail investors, and by trying to be the cleverest, fastest institution to extract wealth from any predictable volatility. I don't know if it's this cycle or some future cycle. Eventually macroeconomic conditions are going to drown out whatever dwindling effect of the 4 year cycle remains.

NoBrosCrypto

Then split what you have and buy with half now. If it goes lower (pick your target so you know when to execute) then use the other half. Best of both worlds, because if this is bottom then you at least got the ‘best’ price. And you can do with the other half of the money what you will. Even if that’s buying on the next correction BTC has on its way up.

NoBrosCrypto

I think this next bull run will be the moment we hit tipping point. The magic number is typically 16%, after which mass adoption accelerates. We’re currently at 10%. If Bitcoin behaves as we expect and follows the 4 year cycle, in conservative estimates $250K should be the target since BTC typically reaches close to double the previous ATH. However Bitcoin never hit its infamous banana zone lst cycle. If macro conditions are right, liquidity is there and interest rates are low, Bitcoin could finally hit the banana zone we all expected last cycle. If that happens then we print a much higher ATH and we get to that 16% much quicker. All facilitated by the institutions and other big players making access much easier, and giving Bitcoin the credibility it needs to bring in the retail crowd that are new to Bitcoin. And if all of that happens then Bitcoin will really outperform as a flywheel of fresh liquidity and rotation out of other assets boosts the demand for a scarce fixed cap asset with decaying supply.

WD40Capital

2040 using BTC to pay for groceries will be common.

lexicon_riot

Depends what you mean by mass adoption. I think it will eventually mature as the world reserve asset, alongside native payment adoption in several key regions. Sovereign currencies will still exist but will have much stronger ties to BTC in some way. You'll be able to hold BTC and pay merchants in any currency without extra steps or thinking about it. You'll have a ton of merchants accepting it directly, and payments will scale effortlessly on various L2s. Large institutions will all hold it, and price will be in the 7 figure range, eventually pushing 8 figures. My best bet is mid 2040s for this to mature.

LionRivr

1. Get stable income 2. Pay your monthly bills 3. Pay your debts 4. Contribute to 401k or other retirement accounts 5. Build emergency cash savings 6. Daily Living expenses (food gas etc) 7. Then maybe consider BTC

Pugluvmeme

A man I know irl in his 70's has the most BTC of anyone I know of...

BoshansStudios

true. about .1% of wealth is in BTC.

Icy-Soup-7071

Based on a 5% allocation of the global M2 money supply The value of 1 BTC should = c. $200k So even at an extremely conservative level BTC is currently undervalued. Even in the last run my highest sell targets were at $180k based on this principle. At the opposite end of the extreme If BTC were accepted as the standard for global wealth it would be worth c. $27mil. - IMHO, the longer BTC survives the more realistic this figure becomes. Layer two networks could even allow for sub satoshi level trading to make everyday purchasing viable. The technology is there all it requires is adoption.

minicUnique

I see. If you're accumulating anyway, what's your take on native BTC staking? Something you'd consider or nah?

minicUnique

I didn't know Satoshi was mining BTC in the '90s. 😄

TheMadDog86

If you want that money to grow, dont buy BTC. At most it can 2x. In an extreme shift, 3x. ETH is much the same. Might 2 or 3x, moonshot of hitting a 5x return. Buy Solana. Its the only one that has the cap where you can still 5x-10x your return.

King-esckay

Its simple really Don't invest money you can't afford to lose Is something we have all learnt If people need to convince other people to invest then it will turn put to be a bad investment is something else we have learnt. I am 68 most of my friends have BTC or at least know if it. Why, if I t a good investment do people feel the need to convince others, is it because if they are wrong they don't want to be alone? Just like shares I tell people I have invested, I dont try to convince them they should too, they will ask if they want to know

Good_Paramedic126

Forze Volevi dire quanti sono I fortunati che hanno 0,1BTC perché questi fortunati un giorno Vedranno il grande potenziale de btc tanto que anche chi possiede 0,1 Sara ricompensato

OdonsOwn1966

Slowly but surely will get there, BTC is 1 percent of my portfolio, just DCA'ing on the chance that it achieves all the uses it can one day

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Post is by: Expensive_Bird8570 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1v9a4c6/why_wall_street_is_suddenly_pushing_for_crypto/ * Why Wall Street is suddenly pushing for crypto regulation (The Clarity Act breakdown) * Contrary to the popular belief that traditional finance avoids regulation, Wall Street hates one thing above all else: **legal uncertainty**. With institutional powerhouses like BlackRock and Fidelity backing the **Clarity Act** (Digital Asset Market Structure Bill), a major shift is underway: * **SEC vs CFTC Boundaries:** Clear lines are finally being drawn between digital securities and commodities like BTC and ETH. * **Institutional Investor Protection:** Giving major banks the green light to deploy billions safely without fear of sudden enforcement actions. * **DeFi Frameworks:** Setting long-awaited guidelines for developers and decentralized protocols. * While this moves crypto from a speculative asset class to a mainstream financial pillar, short-term traders should expect volatility as legislative negotiations continue. What are your thoughts on institutional backing? Does this help or harm decentralization? *Full analysis breakdown on CryptoRadar:*[https://cryptoradar99.blogspot.com](https://www.google.com/search?q=https://cryptoradar99.blogspot.com) *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

Jack_William_

calling it "all time lows" that was a bad choice of my words. BTC is 50% below the ATH of $126K not at all time lows.

Juus

Don't compare BTC to Automobiles, that is dishonest. Compare it to other fintech products or internet based techs instead. BTC is doing absolutely terrible in that regard. Venmo or similiar products, contactless credit cards, smartphone payment systems, IoT and other products have had genuine adoption. Bitcoin is older and these modern payment systems raced right past Bitcoin. In the European union you can safely transfer up to a billion euro at a time cross borders with SEPA transfers for less than 3 euros. BTC can't compete in its field. Take a look at AI adoption, Smartphone adoption, SoMe adoption etc. They are much much faster than Bitcoin or any other crypto.

logavulin16

For reference, it took over 50 years for the Automobile to become popularized. BTC far exceeds the adoption rate of even the Internet.

logavulin16

“Bitcoin performs poorly in a bear market”. And AI underperforms during its respective bear market. Guess what? AI is overbought and high risk. BTC is oversold and low risk. The play in the coming months is clear

SgtSausage

>  He thinks BTC is "gambling" Because it is

jrafelson

No offense, but the current system benefits 65 plus. BTC is the off ramp for Millennials and Gen Z to get out of it.

Decent_Taro8182

He is buying when BTC hits $45k-$50k. Bottom should be around Late September to October 2026.

hevnsnt

**TL;DR: Puzzle #135 was solved earlier today by someone outside our pool.** We did not find the key. The pool is already repointed to Puzzle #140 and running. Puzzle #135 was solved earlier today (July 28, 2026). The puzzle address (16RGFo6hjq9ym6Pj7N5H7L1NR1rVPJyw2v) was swept at around 08:20 UTC, and the full 13.5 BTC is gone. Anyone can confirm it on a block explorer: the balance went from 13.5 BTC to dust in a single transaction. It was not us. Our pool did not find the key. No tame/wild collision surfaced on our side and we recovered nothing. Whoever solved it beat the whole field, and credit to them. We caught it within minutes because our on-chain balance monitor flagged the address emptying. Thanks to everyone who pointed GPUs at #135. The work was real even if the win was not ours. That is the nature of racing a 135 bit keyspace against everyone at once. We have already repointed the pool to Puzzle #140: **Prize:** about 14 BTC (unsolved, public key is exposed) **Keyspace:** 2^139 up to (2^140 minus 1) **DP bits:** 28 The pool is live right now. Workers reconnect on their own and start pulling #140 work. If you were running a client on #135, just leave it running or reconnect and you are on #140. Details and stats at collisionprotocol.com. Onward, and good hunting.

mrjune2040

Meh, if you also think that Reddit has any consequence to the sentiment or movement of BTC then I don't know what to tell you. It did 10 years ago, but today it's a tiny spec in a huge dataset if we're applying OP's logic. And OP's whole 'banks are sending bots' conspiracy sounds like the worst of Alex Jones. So no, I don't think that what OP wrote has any 'merit', and the only reason I replied to the thread because it reflects the down-hill spiral of actual discourse over the past few years. We can do better, but circle jerking to guys like OP is reaching for the bottom of the barrel.

LionRivr

You’re not necessarily wrong I guess… But you’re also not considering the vast amount of other legitimate sources that AI can pull from. Your assumption that reddit bot posts actually can sway public opinion is largely overstated. You’re also assuming that a significant amount of people use AI to reason whether BTC is worth “investing” In the grand scheme, the truth will find its way, and the BTC network and its nodes/miners don’t care about what anyone says about it on the internet.

riscten

There's no "later" problem because we're already talking about exchanging BTC for fiat. Still, even if your coins are "tainted", that's only an issue in the context of regulated KYC exchanges. Decentralized P2P, no-KYC platforms don't care about the origin of your coins. If you always trade on no-KYC, you'll never have your trades halted because your coins are "tainted". "Tainting" is also not binary. Analytics platforms assign a score to coins based on their history. Platforms will establish a threshold above which they trigger SoF audit or outright refuse the transaction. If you're worried about your coins being tainted and absolutely need to deal with a CEX, there are cheap and easy methods to "untaint" your coins.

EpsteinandTrump

It's all priced in to fall further. Best way to lose money is to not time BTC, but have time within BTC.

Zestyclose-Suit-2858

No, that has been a thing forever Since... well: BTC is hard to use safely :)

Typical-Snow3034

Hey. CoinRabbit team here. The missing line in this comparison is the downside scenario. Borrowing $15,000 against $31,747 of BTC means starting near 47% LTV. If all 0.5 BTC is already pledged, adding collateral later only works if there are other assets available. The quoted $480 annual cost is also only 3.2% of the loan, so readers should verify whether that includes every fee and whether the rate can change. Before borrowing, I’d model BTC going up 30%, staying flat and falling 30%; identify the risk and liquidation levels; and keep a repayment reserve that doesn’t depend on BTC reaching $100K. We provide crypto-backed loans at CoinRabbit, but we wouldn’t describe them as free upside. They work best when the liquidity need is temporary, the starting LTV is conservative and repayment doesn’t depend on a price prediction. Risk-zone alerts and 24/7 human support then provide additional safeguards rather than replacing that plan.

Blade_Runner_69

🚨 WARNING 🚨 Bots are spamming Reddit with fake problems to do with BTC, to create a false sense that BTC, or services related can't be trusted. These posts are then fed into ai services which use these as examples of why to avoid BTC. This practice is often paid for and promoted by boomer Legacy banking companies. Manufactured FUD so to speak.

tekmiester

They know that the news has talked endlessly about crypto scams that have lost people a lot of money. Why world they invest the time to learn why BTC would be any different?

BrokenHefaistos

My 'portofolio' is doing better than BTC and it's mostly alts and memers...no hate, just a tought.

Express-Economist-86

lol reminds me of this boomer Veteran I tried to explain BTC to down at my VFW post. He thought it was somehow the mark of the beast… now Im no scripture slouch. I know he’s a lost cause and I’m thinking: I needed no religious allegiance to purchase BTC, yet my USD has all these funky occult symbols on it and never specified in *which* God we trust… *sigh* If they heard it from an authority, 98% simply won’t hear anything else from us young-uns.

Typical-Snow3034

Hey! CoinRabbit team here. The important distinction is between reserve liquidity and collateral liquidity. Cash or stablecoins should cover predictable expenses without introducing liquidation risk. Borrowing against BTC makes more sense as a second layer when the need is temporary and selling would break a long-term position. The mistake is waiting until the payment is already due. That leaves no room to choose a conservative LTV or prepare a repayment plan. On our side, we let borrowers select the LTV and provide risk-zone alerts, with human support available 24/7 if the position needs attention. Reserve first, collateralized liquidity second, is the healthier structure.

NoJowk

Ask your friend this. At what price would BTC have to stabilize at for you to admit you are wrong? Can a gambling scam have a multi-trillion market cap for 10+ years?

BarnacleOwn604

Continue to DCA what you can afford, self custody, and educate yourself on what you’re holding. But also focus on increasing real life skills, put your best foot forward improve at work or look for ways to increase income. Life is a marathon not a sprint, continue to work hard to create a better future, enjoy each day for the gift it is, save in BTC and have patience to ride out the cycle waves.

Substantial_Sir1983

For many people, BTC is gambling.

DontLook_Weirdo

Follow the teams behind the coins youre holding & use public sentiment when we're in bear. Keep an eye on regular news for any crypto news report - when the average person gets a news story on crypto then we're in for a rise or drop.. so keep watching that stuff. DO NOT follow any influencer, any crypto article, any YouTube/reddit/Twitter ---- it's all member contributed, never reported by actual journalist or team members. That's it... I been using the same sources since my journey with crypto n BTC began.

MuscularFrog13

One of the few people I know personally that i recommended to get into BTC, around 2017, that ended up actually losing money somehow was a boomer(I believe he’s 61). Dude bought like 20k worth of BTC and sold for a massive loss in 2020. He’s very jaded towards it all because of his own actions.

tcspears

They probably aren't able to understand the tech behind it, and being in retirement, it's not the time to start playing around with volatile assets. Seniors tend to focus on capital preservation and income generation. They aren't investing in things looking for high risk, high growth. They also probably hear of all the scams involved with BTC and other crypto and are suspicious. Plus until recently, most brokerages didn't have a way to buy it at all, so they would have to look into how they could even purchase it.

tcspears

Millennials are the largest home owning generation right now, but will be surpassed by Gen Z at this rate, so that probably isn't a critical factor. They likely just don't understand BTC, and they are probably conflating stablecoins with all crypto, where there is a ton of gambling. Plus many will see an asset that went from pennies to $120k back to $60k, and if they are in retirement they want stability and not volatile assets.

quintavious_danilo

The prospect of $200k BTC in the next cycle. People are greedy, the 4-year-cycle is an easy enough narrative to ignite a new bull run. Many won’t want to miss out on this opportunity, even if they make just a few bucks, they are going to pour their money in eventually.

Specialist_Trust4945

>I know one guy, 76yo, teaches Finance & Econ at a respected university. He's also a partner in a wealth management firm. He thinks BTC is "gambling" Ever thought he might be right, and you might be wrong?

TheGrasshopper92

People live in their own bubbles so much that it blows my mind. I haven’t had a “bank account” in over 5 years. All my paychecks get directly routed to stablecoin and a portion is invested out to stocks/retirement and the rest is BTC savings with a small portion of stablecoin hold for daily card transactions. The few companies that don’t support card payments all have other alternative forms that I’ve been able to utilize and it gets easier every year. For big purchases I’ve used BTC directly a few times and more recently borrowed against my stack for super low interest rates. Where do you think the capital for AI was generated?

Oregon-izer

its my theory I hope to see it posted and blasted here in a few months because I am still holding my btc. however, the ability to invest in btc through etf funds shows me that we are further fractionalizing whatever BTC fund x y or z hold. additionally much of these funds holdings are further leveraged artificially inflating the number of BTC again and diluting it. if im right its one of the greatest rope a dopes in history

notbotter

Someone gotta be the bagholder who pumps our bags. BTC doesn't goto 1 mill without someone willing to be the first to pay 1 mill for it.

Normal_Zebra136

The face value of my money declines pretty uniformly by 3% a year. For the vast majority of the people on the planet, the things you mention are not worth the inconvenience of use and loss risk of BTC, so I don't think they are going to inconvenience themselves to promote something they dont see value in.

IPreferRedbull

Lol. I did this for 2 years. I managed to pay off all my loans recently. Don’t do this. If I would have sold, I would have more than 2x’d when it was $120K. Genius me decided to do a BTC-backed loan and got liquidated. I lost a ton of money. Now I’m gradually building my stack back up.

Django_McFly

It takes like sub 20 seconds to do a swap on a CEX or a DEX so I don't know if one really has a speed advantage worth mentioning over the other. If anything, I can send 10k USDC to a wallet, swap it on a DEX and be done in less than a minute. I send 10k USDC to Coinbase, they don't accept is as a valid thing until a few minutes pass. When you say "faster", what actions are faster? CEXs definitely aren't cheaper. Once you can wrap your head around a wallet, the joy of getting ripped off on a CEX generally fades. That's why DEX vs CEX volume has been growing for years in a row now. https://swap.defillama.com/?chain=ethereum&from=0xa0b86991c6218b36c1d19d4a2e9eb0ce3606eb48&tab=swap&to=0xcbb7c0000ab88b473b1f5afd9ef808440eed33bf At the same time $10k USDC got me 0.157X cbBTC (Coinbase's own BTC, so a third party should definitely be selling it at a worse price than Coinbase official right?) at the worst dex, Coinbase was offering me 0.153X for their cbBTC for $10k. On jup.ag, $10k gets me 136.5 SOL. On Coinbase, $10k gets me 132.8 SOL. People who have never used a DEX in their life (or have and are just lying to you about the prices offered) are just making up stuff about how much they cost to use. CEXs quote you on a spread (when you sell, they pretend the price is much lower and when you buy, they pretend the price is much higher) **and** charge fees on top of the spread.

cardio-stam1010

if you are DCA'ing the bottom felt like a blessing, BTC balance meaningfully growing and even tho people were trying to instil fear doubt and disbeliefs looking back at previous bottoms it was pretty good to keep buying

MusicianOk9101

Pretty much. They've diversified away from pure BTC price risk, but that doesn't mean the risk disappeared-it just changed. If AI spending stays strong, it's a great move. If hyperscalers start delaying projects or cutting capex, those long-term assumptions could get tested very quickly

statoshi

I founded [Casa](https://casa.io/) in 2018; we are a multisig coordinator / security consulting service that specializes in helping high net worth Bitcoiners set up robust self custody that eliminates single points of failure. We help protect billions of dollars worth of BTC; I'd say we have a "long lasting history of good security and customer care."

Lefties_TheWorst7331

They shared their thesis but you ignored it.. they think the bottom is in, and they're safe unless BTC chops in half (again) down to $25-30K (must say, that does seem very unlikely). BTC has shown some *very* strong resistance around the $60K range for like 4 or 5 months so far? I'm not sure what their monthly payment/obligations are, but who are we to assume that OP has no other backup plan(s) like other investments, emergency fund, etc?

Jack_William_

I took the loan at 50% LTV. My liquidation price is around $38,000. BTC needs to drop another 40% from current $63K before I'm at any risk. And if it ever gets close to that I can repay part of the loan or add more collateral to stay safe. You're in control if you know how to do it. Also fair point on "all time lows" that was a bad choice of words. BTC is 50% below the ATH of $126K not at all time lows.

Lefties_TheWorst7331

I've got $100k-ish of margin and my portfolio is *very heavy* BTC and BTC related ETFs.. so I'm no stranger to the game.

Jack_William_

I used Sats Terminal to borrow, If you hold native BTC you get like 3% Interest per year on borrow. No need for KYC.

Fit-West1045

The only thing that matters in that regard is to have more BTC that the day before.

Generationhodl

Getting Rich and Staying Rich are 2 different Things. I'm all in btc right now, but I could see myself buying some boring SP500 when my networth reaches some funny big numbers. My Idea is to switch to 70-80% BTC , 20-30% SP500 in the future, just to have SOME other stuff besides BTC.

quintavious_danilo

That’s a bold assumption that BTC is at ATL right now. 👀

RecycleModelA1

Partly true, I would argue the REASON we didn’t have a blow off top. People seem to forget BTC is a very liquid assets and responds to economic outlook more than most other assets. We had a very bad economic outlook the whole bull run, for me this was the reason the cycle was not incredible. We had no blow off top due to rates,FED, general economy etc. This is also fluid so next cycle may be better economically which will mean a blow off top. People saying institutions don’t let it happen. I mean brotha look on the S&P chart, we are in a blow off top from a 37 year bull run… if people think gains like this is common in the market they haven’t done their history. If buffet had gains like this for most of his journey he would be a trillionaire

Jack_William_

that's true, but I think BTC is at all time lows and I took at 50% LTV, so its safe until BTC just crashes to 25k to 30k

doyzer9

Start with something simple: put **$200** on **Kraken** and watch it for 12 months. A beginner‑friendly allocation might look like: * **50% BTC** * **20% ETH** * **15% SOL** * **10% XRP** * **5% KAS** All crypto lives on blockchains and requires **private keys** to move. On an exchange, the platform holds the keys. With **self‑custody**, you hold the keys yourself, usually stored as a **24‑word seed phrase**. Anyone who gets your seed phrase can take your crypto, so beginners are often safer starting on a top‑tier exchange like Kraken or Kraken Pro. Learn the basics early: * Blockchain fees * Exchange fees * Spreads * Stop loss orders * Self custody wallets * Seed phrases * Passphrases * Hardware wallets, Ledger and Trezor are well known hardware wallet brands. Avoid **hot, web and extension wallets**. Assume most people online want to scam you, hack you, or trick you into giving up your seed phrase. **NEVER** enter a seed phrase online or record electronically as text or image.... **NEVER**! Always use official websites, double check URLs, and be extremely careful with anything you download. Good internet security software is strongly recommended. Be ready for **50 percent or more price swings**. And be aware that simply HODLing right now has a higher chance of losing money, although nobody knows what the market will look like in a year. **DO NOT INVEST MORE THAT YOU CAN AFFORD TO LOSE!!!!**

RecycleModelA1

Do you understand economics at all? Metals had a cycle low then GOOD macro for the bull run… BTC had a cycle low and BAD macros for a bull run. And you want to compare them??? Let’s see what happens when rates are below 2% and QE happens during a bull run for BTC and see if you don’t buy any.

RecycleModelA1

1. You can buy WITHOUT ID… 2. Exchanges set fees NOT BTC. Using lightning network brings cost down to pennies 3. Lightning payments are near instant, so not slow 4. Exchanges can recover access like online banking, but this does bring trust in third party 5. It is complicated, but apps mean you don’t need to understand the technology to use it. 6. BTC already WORKS in the real world, remittances, international transfer, payment processors in 3rd world countries, and some merchants. Whether it becomes mainstream is another question which you are not informed enough to answer. Being early to technology feels like you are wrong because you expect it to be fast. These things take time and we are still early in the grand scheme of things. Either take the risk with massive upside, or stand on the side lines and be annoyed you missed it. (Risk what you can loose only)

RecycleModelA1

You don’t understand marco to say this…. XOM has a nice trend since Ukraine, post Covid recovery and share buy backs. People are interested in oil. This is the same time as macro has been TERRIBLE for BTC. Let’s go a cycle back when people wanted BTC (like XOM), the macro was good for BTC (like it is currently for XOM) compare previous BTC bull run 2020 to this currency XOM bull run then tell me the numbers again

CryptoEducator4189

Who’s interested in investing in Bitcoin (BTC) or cryptocurrency? Let's connect, learn, and grow together. Send me a message if you're ready to get started.

Blue_Falcon818

I think they didn't really reduce the risk, just changed where it comes from. Instead of BTC, now they're kinda dependent on hyperscaler capex. Not sure that's a huge improvement.

asherlevi

Bitcoin has become a vehicle of the right - so many BTC bros voted for Trump, it's completely disillusioned me from the community. Thoreau would not have been into the vibes today - a bunch of bootlickers.

XXsforEyes

Bruh, those are completely legitimate concerns. Self custody is the scariest part of owning real BTC, but it’s a pristine asset! Think of it this way: I don’t leave my car unlocked, or my wallet on a park bench, or my bank account password on a post-it note next to my computer. There are rules, just practice them every. single. time. A combination of hot and cold wallets are completely manageable by someone who has managed to survive 40-some trips around the sun. Have you read the White Paper? The Bitcoin Standard? Broken Money? or Softwar? This is what I meant with my glib redditor ‘by knowing what I have…’ I learned deeply about it. That knowledge helps with the normal anxiety of investing and risk. It’s not a lock that it will succeed (a whole other conversation) but my intuition, my research, my tally of investing wins-and-losses has me convinced. At the end of the week in the fiat mines, I pay my bills and then exchange as much of that fiat trash as I can for a pristine asset I can believe in. And when it dips, I buy more… a weighted DCA. I won’t pretend to know what else you’re going through, but good luck OP.

Savings-Carry8796

Yeah but a ton of events happened since then. And so no, BTC is not a solid investment nymore. the HYPE IS OVER GUYS!

United_Weight3580

Say I sell you a pizza. You pay me with BTC. I see your address and that you sent me $10. I can go back to this address and check all the transactions you've ever done or will ever do in the future. Of course you can have multiple wallets etc, but there are Blockchain analytics tools to easily clean this info up. It's stalkers paradise. I can find where you work (what address sends you large sums of money every month) and also 10 years from now if an address of a criminal is discovered I can go back and see if you ever transacted with him. Of course there are ways to bypass this but this is on top of the "basic" BTC layer

Upset-Guard383827

It's an interesting trade-off: miners may have swapped BTC price risk for AI spending risk. The next cycle might be decided as much by Big Tech earnings calls as by Bitcoin itself.

AutoModerator

Post is by: normie_gaurav and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1v8p1ny/bitcoin_miners_sold_15000_btc_from_treasuries_to/ The mining sector's AI pivot is well covered at this point. What I haven't seen discussed is what it means for Bitcoin itself now that the AI capex trade is getting questioned. The state of the pivot: Bitcoin is down roughly 17% year to date. A tracked basket of listed mining equities is up 56% over the same period per 10X Research. TeraWulf gained more than 73%. That relationship used to run the other way. Miners were a leveraged BTC trade: BTC up 10%, miners up 20%. The market has stopped valuing these companies on how much Bitcoin they mine and started valuing them on how much AI compute they can deliver. The contract numbers behind it: More than $70 billion in cumulative AI and HPC contracts announced across the public mining sector. Hut 8: 15-year, $9.8 billion lease on a 352MW Texas facility built to Nvidia reference architecture. TeraWulf: $12.8 billion in contracted AI revenue, anchored partly by Google-backed Fluidstack. IREN: $9.7 billion Microsoft deal for 76,000 Nvidia GPUs, plus $3.6 billion in financing at roughly 5.9%. The unit economics make it obvious. A megawatt allocated to Bitcoin mining yields roughly $80 to $120. The same megawatt running AI inference or training on H200/B200 clusters yields $1,500 to $3,500. HIVE has estimated that 10MW of H100 infrastructure produces revenue comparable to 100MW of Bitcoin mining capacity. CoinShares projects mining revenue dropping from around 85% of total revenue in early 2025 to under 20% by end of 2026 for companies with signed AI contracts. Operating margins on the AI deals run 80 to 90%. CleanSpark said in Q1 that Bitcoin mining investment "doesn't make a lot of sense" at current hashprices relative to AI infrastructure returns. To fund all this, miners have sold more than 15,000 BTC from corporate treasuries and taken on billions in debt. Where this gets interesting: Last Thursday the Magnificent Seven had their worst session since 2025. Roughly $800 billion came off AI-linked equities after Alphabet raised its capex forecast to as much as $205 billion this year and Musk called 2026 "a massive capex year" alongside a profit miss. The concern that has been building for weeks is that Big Tech is spending on AI infrastructure faster than returns can justify it. Bitcoin held near $65,000 through the session. CoinDesk framed it as a possible first sign of decoupling after a month where BTC traded almost entirely as a proxy for the AI capital cycle. The part I keep coming back to: the companies producing Bitcoin's hashrate now derive a growing share of their revenue from contracts with the exact hyperscalers whose capex just got questioned. Bitcoin's security budget has become partially downstream of AI infrastructure spending decisions made by Alphabet, Microsoft, Meta and Amazon. One good session of apparent independence doesn't resolve that. As CoinDesk noted, a sustained retreat from AI spending would eventually reach the miners, and that transmission is likely slower than the upside was. What I'd watch: Whether AI capex guidance holds through Q3 earnings across the hyperscalers. Those numbers now matter to Bitcoin in a way they simply did not in 2024. Whether miners carrying 15-year lease obligations and significant debt can service them if AI demand softens before facilities reach full utilization. Building AI-ready capacity runs roughly $8 to $11 million per megawatt, driven by liquid cooling and transformer costs. Whether hashrate itself responds. If AI revenue collapses for a miner mid-buildout, the ASICs are the flexible asset, not the fixed lease. Fair counterpoints: \- Contracted revenue with 15-year terms is genuinely more stable than mining revenue. That's the whole point of the pivot and it's a real argument. \- Miners with signed contracts have counterparty risk concentrated in some of the most creditworthy companies on earth. \- The AI selloff was one session. Capex guidance being questioned is not the same as capex being cut. \- Hashrate has proven remarkably resilient to price shocks historically. Marginal miners exit, difficulty adjusts, network continues. \- Some miners kept meaningful BTC exposure and didn't go all-in on the pivot. Not a prediction. Not investment advice. Curious what people here think. Is the AI pivot a genuine de-risking of a brutal business, or did the sector trade Bitcoin volatility for hyperscaler capex cycle risk without pricing the swap? And does anyone think a serious AI capex pullback actually reaches hashrate, or does difficulty just absorb it? Sources: 10X Research, CoinShares 2026 outlook, CoinDesk (July 24 and 27), company disclosures for Hut 8, TeraWulf, IREN, HIVE, CleanSpark. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

bitusher

> there are over 10,000 nodes Around 85k full nodes globally. You need to count listening and non listening nodes and TOR nodes. With regards to fees no one knows the future, but here are some important points to consider : 1) Difficulty dynamically adjusts dynamically up and down to insure efficient miners always remain profitable longterm 2) "Moores Cliff" , means that miners are becoming more decentralized as the hardware is no longer becoming obsolete as quickly and much more Used and new ASICs are fighting for amateur miners 3) Total hashrate is just one of many security mechanisms in Bitcoin and not the most important one either. You can have a more secure Bitcoin if their are more node runners or decentralized hashrate than simply larger hashrate overall. 4) We can't assume if Block reward falls that mining will become more centralized. The opposite could occur because Amateur mining does not have the overhead of employees , security, regulatory compliance, building costs, tax liabilities ... 5) Historically we have already seen examples where transaction fees collected per block exceeded inflation and even with far fewer users so I would not worry. 6) The Security budget dynamically changes to fit the value being secured. If Bitcoin is less popular and thus less valuable it needs a smaller security budget. It all self balances. 7) Also keep in mind that if hashrate drops too low we can simply wait for more confirmations onchain to increase the level of security and this doesn't effect the end user much because if they use a lightning wallet once its setup they still get instant confirmations. 8) When you do the math its not so dire either Current average block with fees is 3.154 BTC or 199,395 USD of security. Lets be very conservative and assume we will no longer see 10-20x bull markets anymore and Bitcoin on average is growing at only ~30% a year(when you average everything out) for the next 14 years and lets be pessimistic and assume fees stay low (unlikely with more adoption) and are only 2% per block and discuss the next 4 halvings : 1.59375 BTC per block including fees x $106,470.00 = 169,686 usd in security per block. 0.796875 BTC per block including fees x $304,088 = 242,320 usd in security per block 0.3984375 BTC per block including fees x $868,508 = 346,046 usd in security per block 0.19921875 BTC per block including fees x $2,480,547 = 494,171 usd in security per block You can see a very small dip 2 years from now but after that the security per block keeps improving. This is being conservative IMHO because Bitcoin is in the early stages of adoption with only ~5% people globally so could easily grow this quickly and I am assuming fees remain very low which is also unlikely.

Romanizer

Price will have to rise drastically over the next decade to allow for banks to enter the market. Bitcoin needs to be valued a multiple of gold to enable all use cases. However, at some point even the highest price won't be enough for a block reward of 1 BTC over a few years of mining. There basically are two factors: 1) Bitcoin would be used as a final settlement layer for hundreds of thousands international transactions and have many bundled in one with a high fee. 2) Mining itself would be beneficiary for the holders of national reserves to ensure network security. Governments would subsidize miners to keep working and putting up hashrate.