BTC

azdcaz

You can see all the transactions clearly in the BTC ledger. However, that doesn’t mean you know who owns which wallet unless they’ve been doxed or shared it publicly.

Upbeat_Acanthaceae41

There was also conflicting information on tax implications if the lending platform converts your BTC to a wrapped version. Another concern is that I’m not sure how my crypto tax software would handle any of this.

fan_of_hakiksexydays

I really want to find a positive, but it's gonna be really hard today. BTC just had a golden opportunity for a rally these last few days, and missed the mark. It had started to bounced off $60K. Stocks had a bullish finish to the week. Even Gold started to rally. The dollar started to slide back. The clarity act is just around the corner. And more importantly, the big news is there might actually be a signing of a deal happening between the US and Iran this weekend. Oil prices dropped drastically on the anticipation that the war could end. A perfect storm for a rally for the weekend. And a real chance to at least try to retake $70K. But despite all that, BTC still failed to even break $65K. This might mean that the drop from $84K to $59K might have taken too much wind out of the market.

damianoko31

My strategy is that I want to borrow and mortgage Bitcoin so I can afford my own land where I believe I will build my home. Otherwise, I am young and I see BTC as an asymmetric bet from which I could somehow afford to live in my house anyway ✌️

Blade_Runner_69

Stocks are garbage. BTC is hard money.

FromThePits

Okay, lets expand to another asset like gold. If you own 1%(210.000 bitcoin) of the total supply of BTC you will forever have 1% If you own 1% of the total unearthed gold, you will only have 0.5% after 65 years (stock to flow ratio) These metrics applies to any amount of asset you own of each. BTC > Gold, because of these indisputable facts. Also applies to almost everything else in terms of hard assets holding value. Eventually you will get it too, I hope for your own sake. Or maybe(probably?) not? Thats fine with me too.

MorriceGeorge

Nicely done 👌 That's what, about 0.012 BTC a year? Or a roughly 1 in 255 chance a year of hitting a block? That's not bad at all. Care to share total costs of the build / any pics? The rise in solo mining is something that makes me smile: feels like Bitcoin getting back to it's roots a little (though not even remotely profitable, of course).

FloralSunset2

What is the basis behind decision to hold BTC? It is unclear from what you wrote.

Alive-Yak9875

Exactly, I think we agree: ""He is in a very uncomfortable position now. **New MSTR issuance will not be accretive anymore. It will be dilutive as we saw this morning**, the whole shtick doesn't work anymore. The only way this works is if he can issue more STRC since the debt is "not counted" in the ledger of their "sats per share" accounting. **He can't issue more STRC unless the price goes above 99.** This can happen later in the week once the people show up to arbitrage for the upcoming dividend (record date is 15th June). This will be his one last kick of the can down the road since I don't think it works beyond that time frame and STRC stays low. **The only question is will the market even give him another week (STRC may not crack 99 despite the dividend).** The problem with sats per share metric is that an increase in BTC "price" cannot impact it positively or negatively. So he has dug himself into a hole. He can't just say, "look BTC is up". So now the whole thing relies on this lynchpin called STRC. I wrote about this elsewhere, just search "Instruments like STRC are why events like Black Monday happen." I was surprised when Schiff used the same terminology. Where is my boat in the Bahamas lol..."" [Fit\_Equal6932](https://www.reddit.com/user/Fit_Equal6932/)

Live_Jazz

They will continue to fund the reserve with common stock sales to keep it around that level. We can reasonably debate how sustainable \*that\* is (and I have mixed feelings), but it’s a different topic and the value of 32 BTC isn’t meaningful in that context anyway. The sale itself proves flexibility on the previous policy of “never sell”, which was a problem in and of itself for debt issuers. As per my prior answer and the quotes above. That was the point.

Crnorukac

Bigger picture is that they are selling AI stocks to the public, while in the background loading BTC. Stay humble and stack sats, ignore the noise.

Alive-Yak9875

* $1B in cash won't last till January. * If 32 BTC is " a fraction of a drop in the bucket.", then it doesn't prove exit liquidity

Live_Jazz

They have over $1B in reserve for that purpose, the 32 BTC sale notwithstanding. People don’t seem to reason how much cash, and how much Bitcoin Strategy actually has. 32 BTC was a fraction of a drop in the bucket.

Live_Jazz

He actually just commented on it at BTC Prague: “If the company's policy is that we won't sell the Bitcoin, then the credit won't have value and the equity won't have value…” There’s more if want to research the topic further. CFO has almost spoken on this at length in various interviews.

Snorki_Cocktoasten

10,000 and 5000 will never be seen again. This post is insane. Considering how wide adoption is, BTC is on fire sale at $65k. You'll be crying 4-5 years from now if you don't get in at 65k... True opportunity for generational wealth, imo. Especially as the AI bubble pops and people return to BTC

Numerous_Ruin_4947

I concur. People keep downvoting BNB / TRX-related posts. Yes, those projects are centralized, but at least they kept up with BTC. Honestly, it makes me feel slightly less regarded that I also hold BNB / TRX when I look at my ETH holdings.

Live_Jazz

It’s both things. Selling a nominal amount to fund distributions proves they can and will do that if needed. The proceeds from 33 BTC isn’t enough to make a dent in the actual distribution, but it tells debt issuers and regulators that the liquidity is accessible.

originalrocket

Sells BTC, market spooked.  Buys up the dip. Wen moon though?  Isreal just told the US to shut up war to continue.

HSuke

The new part is that both last week's BTC purchase and this one are both dilutive to MSTR value. They're basically decreasing the overall value of the company. More importantly, it goes against the logic of their own new guidelines they released last month. Why the hell are they buying BTC when both their cash reserve is running out AND when it hurts their bottom line to do so because it's a dilution?

HSuke

This company is run by clowns. This is going to be dilutive to MSTR again like the previous purchase. Enterprise mNAV is under 1.22, and they said they were going to sell BTC when it's under. Otherwise, it dilutes the value of the company shares. And the cash reserve is still only 6 months after next Monday's ex-div for STRC, which is going to fall to $94 when it's supposed to be sitting near $100.

SYNDK8D

Depends on what kind of risk you’re willing to take. They probably tell you to stay away from it because of how volatile it is, and in the long term VOO is probably a safer bet. Or, they don’t understand crypto enough and they just stick with what they know. If you’re young enough and want to shoot for high growth and high risk, then by all means take BTC for a spin. Otherwise, stick with VOO with low risk and low-medium growth.

RetiredAvocado

Sold 704 BTC in 2022 for a loss to offset taxable gains.

Sinisteris

That's like 10 000 BTC.

ShittingOutPosts

Yea, I’m as big of a Bitcoin bull as you’ll ever meet, but let’s be realistic here. If you live in a developed nation, 1 BTC will most likely not be enough to achieve full financial independence, yet alone buy you mansions in 14 years. I’m sure it’ll be worth a lot to most people’s standards, but not enough to own a castle. I hope I’m wrong.

Suspicious-Holiday42

BTC was above 70k in times when there was no deal, now its in 60k era, what is he talking about

SiweL_EttaL

BTC would be alive without them. The total of them is not that brutal, there are bigger ones, they just hyped as hell.

N0-name1

Yes BTC is pricing in the deal since it’s up a whopping +0.15%😅

TheresNoSecondBest

>Morpho? >Borrow €80k against 2.2 BTC at ~1.24% APY (Morpho) That's not bitcoin, mate. You have to exchange your BTC for a shitcoin token created by a shitcoin casino, running on top of another shitcoin. At that point, **you won't own any real bitcoin**. And for the whole duration of the loan, you'll hope the shitcoin won't lose peg to bitcoin, something we've witnessed before.

FaizalSiddiqui

Nobody knows if it will be a success or when? But I believe personally that BTC will grow in the following years. But even in my believe in that I have to say I can not be certain (nobody can)

baIIern

>The version of Bitcoin Core available back then displayed the following recommendation when encrypting a wallet: Nothing is showing. Did the owner promise you a much higher award and now you're trying to offer 0.5 BTC so you can get it?

daddysgirl794

Yeah "dreadful" is probably pushing it, but when you consider the fact that people who held from 2016-2021 made 10000% on their BTC, and people who held from 2021-present made less than 100%, anyone today hoping for the generational returns of old is going to be disappointed. Those days are simply gone.

Alive-Yak9875

Saylor has 845,256 BTC = \~4.22% of circulating supply

daddysgirl794

People who held from 2016-2021 made 10000% on their BTC, people who held from 2021-present made less than 100%. Dreadful is probably pushing it, but the generational returns of old are no doubt a thing of the past at this point.

Bentspoonso

investing in BTC is much safer than in those crappy altcoinswhich by the way is where I put my money and now i've been stuck trying to figure out how to get out of it for years

PeteyPab305

I agree w/ you, BTC will never be the more than a settlement layer, unless we want to drop fees, and price points, using it as collateral for what I assume will eventually be a stable coin "everyday" commerce layer, alongside RWA's and their associated networks, of who will win idk, it will probably be a bifurcated market. At-least that's what the Gov. is pitching in the Clarity Act. I don't believe the digital gold thesis, I don't believe the defi money thesis, I think it's literally a peg for the entire crypto market, because it's wealth that has already been tied up in the network, all the equipment, power consumption, etc.

PeteyPab305

IDK, I'm holding out to see a dead cat which I think is happening rn, then a move to high 50's than up, it takes months to get out of a bear market, and if the fed hikes rates, I wouldn't expect a parabolic recovery for a while, SPCX is a liquidity black hole, people chasing quick money, on literal shake-down, won't realize the stock market is broken, until they lose and all these large companies use retail money to build out USDC positions, that's what the government wants, they want our reallocate bond market domestically, when the clarity act passes is when BTC will regain value. I'm just DCA'ing like I would any asset, im closing in a small position about 0.1BTC at ruffly 70k avg cost, and most of the network is underwater, usually signals a bottom, so we are close, but idk if it won't just chop sideways til macro conditions are better. JUST IMO.

ethsy

I’m interested as well, if only for learning and gaining more knowledge about this. Is there anything else I need to know besides the hash? But what stops from someone just cracking the password hash and just getting away with the whole 16 BTC?

rocket_beer

Today it does, yes. By the time that 1 BTC = some shitty fiat (USD) of $225k, that shitty fiat (USD) will have inflated to the point that it would only equal a scooter. This is the inverse relationship between time and inflation for that shitty fiat (USD). No one said that BTC wasn’t going to increase in value over time. Only thing said was that USD would become inflated by that time. You seem to not understand that. I did not say anything about the value of 1 BTC. I said how much of my BTC would buy me by the time that 1 BTC will equal $225k in shitty USD. Read man, read

DwightsShirtGuy

Again, think about what you’re saying. 1 BTC buys a whole hell of a lot more than a scooter. If you’re talking actually scooters, non-motorized, it currently buys hundreds. And you’re saying it’ll only buy 1 later. How is that not an enormous drop in value? I get what you’re trying to say but this is a terrible example that you didn’t think critically about.

TheRadishBros

You’re in the BTC subreddit- obviously the majority of posts will remain optimistic, regardless of where the current price is. As the content of posts will always be consistent, the main indicator is the volume of posts, which is definitely down from the peak.

rocket_beer

1 BTC = 1 BTC, always USD will drop in value over time, always

DwightsShirtGuy

So, your BTC will have dropped horrifically in value? Think about what you’re saying.

Sapper_Initiative538

Gonna cry more because i couldn't buy when it was $1000 = 1 BTC

FourScores1

Not disregarding if those funds were obtained nefariously, no centralized actor allows for money laundering by criminals and even the president and other governments. A problem BTC will have to solve before widespread adoption. 

Realistic_Aardvark40

I'd go with the red pill - unless I could also be provided with a reasonable guarantee that a substantial 2010 purchase would not negatively affect current BTC value significantly. After all, I would be rewriting history.

ficklesteak

The 0.5 BTC reward is too low (3%) for a 16.5 BTC wallet. For something like this, you need to offer close to half, else your bounty will sit unclaimed for 8 years ...

Unhappy-Grapefruit88

Then lost all his BTC profits when Spcx crashed more.

stonktaker

What are you rambling on abou? Did I say they just point an asic at AI and "mine ai", did i say that? I said they are converting their business to HPC... which they all are, that's just a fact. You misunderstood what I meant, I meant to say "it could be worth mining BTC from home again, if the large scale miners continue to switch off their machines"

joos_hubert

Personal loan can be better if the rate is lower and you are comfortable with unsecured debt. The main reason some people still choose a BTC-backed loan is not that it is cheaper, it is that they do not want to sell Bitcoin, trigger taxes, or deal with a fixed sale when they only need short-term liquidity. The tradeoff is that the loan adds BTC price risk on top of the interest cost. Even at 20% LTV, I would want the margin-call and liquidation rules to be very clear and keep cash ready to repay or add collateral. If the personal loan is clearly cheaper, I would probably keep it simple.

joos_hubert

I would compare these less by brand name and more by what happens when BTC moves against you. Starting LTV, liquidation level, how much notice you get, whether you can add collateral quickly, and how repayment works matter more than a slightly lower headline rate. The big split is custody/counterparty risk versus DeFi mechanics. Ledn/Arch/Salt-style products feel simpler, but you are trusting the lender and custody setup. Coinbase/Morpho-style borrowing is more transparent in some ways, but you are dealing with smart contracts and wrapped/collateral mechanics. Liquidium is one Bitcoin-backed lending option I would compare too, but I would judge it by the same basics: collateral path, LTV, liquidation rules, and whether the loan can survive a fast BTC drawdown.

naldin_eyx

Empresa tomando prejuizo=ruim. Bitcoin caindo=ruim para a empresa. Porque é ruim? Empresa pega emprestimos para comprar bitcoin. Empresa tem que pagar divida. Empresa vende 32 BTC. Oque isso tem haver com a queda? Nada é só o ciclo se repetindo.

BullionBarter

When interest rates are high AND bond yields are greater than what you can extract from BTC eft/futures spread arbitrage, the money leaves. Interest rates and bond yields are only going higher.

kallaloostx

Even more reason to not be aggressive. Suppose your investments take a dive when you need it. The older you are, the more moderate your investments should be. I'm up in age as well. I seriously l definitely wouldn't put a large lump sum in BTC expecting a big payout. Have you seen how long and low BTC can stay? Think things over

GeoSystemsDeveloper

**Daily crypto TL;DR:** * 🚀 Bitcoin up +1-2% in 24h, BTC ETFs see $85.9M inflows ending outflow streak. * ⚠️ Ethereum weak, ETH ETFs continue $4.95M daily net outflows. * 🚀 SpaceX's $1.7T IPO & Iran de-escalation fuel risk-on sentiment. * 🚀 Japan cuts crypto capital gains tax to 20%, reclassifies assets. * ℹ️ Crypto Fear & Greed Index at 18 ("Extreme Fear") today. *News summary from the* [*HODLings app*](https://www.geosystemsdev.com/products/hodlings/)*.*

decentralised_cash

I don't think they're referring to Bitcoin. There absolutely have been double spends using other coins, such as BTC or ETC.

bitcoinisweird

I have the password ! Not false positeve i would like more than 0.5 BTC. Dm if interested!!

Generationhodl

"Is there any benefit to borrowing against my BTC over getting a personal loan that I am unaware of?" Well with some services you can get a loan that gets paid in 18-24 months. So you have no monthly payments, you can borrow against your bitcoin and in 2 years you pay back the whole amount + interest. So thats pretty nice to buy more bitcoin in a bear market, have no payments and then pay back 2 years later. But borrowing against your bitcoin is always risky, with most services you lock your bitcoin outside of your own wallet... so theres that.

MePannathat

I'd choose the blue one. If I suddenly got 21 BTC and wanted to sell it, how would I tell the tax organisation and anti-money laundering organisation? Someone gave me a pill and I got it?

Lavayo

The joke is, people that sell BTC now to buy SpaceX, would probably make profit even if it absolutely tanks. If they just hold. But they won't, if they did they won't see BTC now. They will sell SpaceX at whatever price it might have next year, even in loss and buy back into BTC at >100k.

Forded_Fiction24

I've wondered the same and have always shopped rates. BTC backed loans from what I've seen seem to be some of the most expensive ways to take on debt. I probably have no less than 4 cheaper options available to me, maybe more. My guess is that these are for people living on a strict Bitcoin standard and have excessive amounts of BTC. Either that or they aren't banked and/or have no credit history or poor credit otherwise, so this is the cheapest or only loan they can get in their circumstances. I'm curious to see what others say here as most post about BTC loans I've seen have been about which lender to use, not necessarily why a BTC backed loan

FromThePits

1 US Dollar is worth approx. 0.000016 BTC today. They used to be of equal value not that many years ago. Pretty fucking obvious which one is the superior one.

TOJAB66

naah its retail washing out retail, those same speculative money that are right now occupied with trading micron or spaceX just flow in an out of bitcoin every 4 years hoping to make quick money. Lot of them lose their money but it helps bitcoin grow since it gets into mainstream and with hoards of idiots it also atracts new long term investors that learns what is the purpose of BTC

Polmax2312

I can only provide anecdotal evidence, but a) not every country has readily available or legal way to borrow USD for their citizens OR to get fiat usd on chain to use for trading. When you calculate the fees, % becomes not that bad. b) as BTC appreciates usually your credit limit increases automatically, which isn’t happening with fiat personal loans, which you either need to close first to get bigger one or use revolver line and cover older tranches to borrow new ones. c) (well, extension of (a) in a way) in many countries local fiat %% are so high (Argentina not so long ago, Turkey, etc) that even high % crypto backed loans are low and hedging vs inflation. I mostly used Clearpool Protocol as a lender, with mixed results, and burned myself while borrowing USDO against collateral in 2021, but it is certainly a tool that has its purpose and niche.

TheresNoSecondBest

Not necessarily. Here's how spending bitcoin IRL looks like: https://youtu.be/Tlhvnpi2ukA I'm "using Bitcoin" almost on a daily basis. Buying groceries, paying for meals, taxis, domains/hosting, VPN... Spend and replace is usually the name of the game so no, I'm not spending bitcoin while saving in cash. If you're thinking about spending some, here are my favorite directories: http://lightningnetworkstores.com/ https://btcmap.org - awesome map, you can even add your local vendors in, once you orangepill them. https://acceptlightning.com/list.html https://spend-sats.com/ https://spendabit.co/ https://directory.btcpayserver.org/ There's also an option of buying gift cards https://thebitcoincompany.com/ https://bitrefill.com https://www.egifter.com/buy-gift-cards-with-bitcoin - this one's least fave because they use a shitty custodian for payments but are handy for a few cards. Spend and earn some sats back: https://foldapp.com - save up to 20% Starbucks, Uber, Target , whole foods , Dunkin https://www.lolli.com – save up to 30% by spending BTC anywhere but primarily USA stores https://satsback.com/stores-list - save up to 20% by spending BTC anywhere but primarily Europe stores.

ocean_man9999

can't wait for this guy to start selling BTC

DrSpeckles

So what do you think makes BTC valuable. Just because it’s expensive ? That sounds kind of circular.

Nrs_Vecna

You are right, but still doesnt this mean BTC becomes the official Gold of crypto ecosystem?

dwg808

BTC Derivatives has an effect on your theory and the 21 million spot supply value.

Purely_coincidental

Just because it doesn’t solve any of your personal problems it doesn’t mean it doesn’t solve any problems. Good example is remittances which are much easier, faster and safer using crypto than any other alternative. Without BTC, we don’t get stablecoins.

AdDecent3079

Exactly this! BTC is nowhere bear what it was supposed to be. It’s been over 15 years, it’s not early. It became a hyped up volaitile investment, which doesn’t solve any real world problems.

AshamedCrackhead

BTC was between 0,003$ and 0,40$ in 2010. Dumb question !

Educational_Cable405

25% of the Mag8 is two companies, not some sweeping trend. The anchor name there is Tesla, which sold around three quarters of its bitcoin back in 2022 and sat out most of the move after. Saylor leans on the percentage framing because two out of eight reads like a stampede instead of 'a couple of tech firms park a rounding error of their balance sheet in BTC.'

GreenStretch

I remember the redditor in 2018 who had $6,000 and wanted to buy BTC when it was $9,000, but wouldn't buy because they wanted to be a wholecoiner. Did they ever buy? Did they buy in the $3000s when the idiot fork hash wars came in November?

SpontaneousDream

Everything you are saying is all "what ifs". What if aliens invade tomorrow? What if a meteor hits Earth? Governments are not going to crack down on it. They've been doing the *opposite* and accumuating it. There is no reason to believe Satoshi's wallet becomes active. It hasn't happened since BTC inception, so why now? BTC's value comes from BELIEF in its value...that's called "monetary premium". The reason people believe in its value is due to it's hard coded scarcity, decentralization, security, and predictable economics. It's literally the hardest money that humans have ever created. That's why it has value.

SpontaneousDream

Many newcomers who are still learning what BTC is

GreenStretch

I held all of those, got out at decent, if not peak prices and am now pretty much sticking to BTC.

GreenStretch

Ok, I feel vindicated. I bought a crumb of BTC, then some weird ass dividend things to have a trickle going into BTC instead of SpaceX. Aside from what they're going to cram into the broad mutual funds.

Ok-Suit541

I didn’t lose the argument or shift. In just used PLTR an example to debunk your point about TA and charts. Also, XRP was included alongside BTC in Trump’s March 2025 Strategic Reserve Executive Order. It went into the Digital Asset Stockpile rather than the active-purchase Bitcoin Reserve, but still got federal recognition as a reserve-eligible asset. Not sure why you’re so dismissive of that fact. Maybe it’s because you’re a Bitcoin sheep. And yes, I am holding a valuable asset.

CryptoAnarchyst

Yes… I did… made $300k on Sol and $700k on BNB but I rotated into BTC from them… I dislike bnb but it’s better chain than Solana

CryptoAnarchyst

I made the money because I said Fuck everything but Bitcoin… and the fact you don’t get that is sad. I’ll leave you a nugget of wisdom. There used to be an alt season because the Bitcoin hype would allow rotation of funds into other projects, but it was a money grab for MMs. There was a cycle, BTC ATH, Alt ATH, tether MC ATH, and the cycle would start all over again. There’s no on ramp from Bitcoin to alts. Rotation now is stock market, Bitcoin, stock market, Bitcoin thanks to ETFs. You can see that even ETH is struggling and BTC dominance is climbing. Stop chasing the quick buck, or you’ll lose everything you have.

ConcentrateJolly5461

The past few years have been 'dreadful' for BTC? It literally went from $16k to all-time highs and is now being written into US federal law as a strategic reserve asset. Saylor was right..it’s digital gold, not a micro currency for buying coffee. Institutions hijacking it means it’s now hard coded into the global financial architecture. If you're not optimistic when the biggest players on earth are fighting over the supply, you're just completely misreading the room.

bearface_1379

It happens every cycle (particularly during downtrends/bear market). These people are nowhere to be seen during a bull run - but that's when the moon boys start to wild on X/Reddit. Rinse and repeat. But to answer your question. No, BTC is not on the way out.

Crescendo_BLYAT

Given the price of BTC lately, for past 1 years... idk man....

Ok-Suit541

I’m not. I know exactly why I’m holding XRP. I bet you can’t even explain why it’s a scam and are just accepting BTC maxis sound bites

znv142

you will likely continue some unguaranteed long term return but the days of crazy high returns are over I think. The past few years have been dreadful for BTC. It started as a genuine interesting alternative to currency, to be completely hijacked by institutions and Michael Saylor who controls the supply and market and has no interest in it converting to a currency ( he has said that himself that it's likely impossible). I am not optimistic.

Ok-Suit541

Right back at you… exactly how I feel about BTC.

New_Mood_1819

I’d do it for 1 BTC

nature_nate_17

And also why other countries have secret and COMPETITIVELY accumulating the asset that is BTC.

Suspicious-Cut3237

I know that feeling all too well... I used to do the exact same thing, rotating out of bored bags only to watch them pump later. What finally forced me to stay disciplined was transferring my core BTC and ETH holdings over to Nexo. Because it pays out compounding interest daily, I get that dopamine hit of seeing my portfolio actively grow without having to touch a thing or make a stupid trade.

Icy_Cryptographer417

The issue with BTC is that most people don’t give a shit about BTC.

erpvertsferervrywern

Every 2 weeks, I buy MSTR in my tax sheltered accounts and buy BTC with my leftover funds. My bills are paid. My work has a pension running on my behalf. I live like a total impoverished peasant... But I know one day, someone will inherited an absolute life changing fortune from me. And...... I think that's better than if I ever had the money for myself.

ConcentrateJolly5461

The math behind a $300k+ target isn't just blind hope, it’s basic supply and demand dynamics. Bitcoin has a strictly fixed supply, and its daily issuance cuts in half every four years. When you introduce a massive demand shock into a highly illiquid, hard capped asset, like the U.S. government actively buying 1 million BTC for a Strategic Reserve via the ARMA bill, the price has to move exponentially to clear that demand. It's just understanding how a structural supply squeeze works.

ConcentrateJolly5461

The math behind a $300k+ target isn't just blind hope, it’s basic supply and demand dynamics. Bitcoin has a strictly fixed supply, and its daily issuance cuts in half every four years. When you introduce a massive demand shock into a highly illiquid, hard capped asset, like the U.S. government actively buying 1 million BTC for a Strategic Reserve via the ARMA bill..the price has to move exponentially to clear that demand. That’s not dummying up, it's just understanding how a structural supply squeeze works.

Futuristic_Kid

It is not certain that BTC bottomed  It can get a rally ALONG with tech, and dump at August. Disclosure: I panic sold MSTR at 120. And I don't feel too bad about it. Stonks feel safer. Most people will be cought in it when it tanks again.

ConcentrateJolly5461

The BITCOIN Act and ARMA bill introduce a mandatory 20 year lock up on federally held BTC while outlining budget neutral ways for the Treasury to actively buy more. When the world's largest superpower passes a bill to accumulate 1 million BTC as a sovereign reserve asset, the market supply shocks. Just sit back and watch global game theory plays out in real time.

ConcentrateJolly5461

Tell me you don’t understand asymmetric upside without telling me. The CLARITY Act and the new ARMA bill aren't about beating the S&P next week, they are about permanently codifying a Strategic Bitcoin Reserve for the US Treasury. When the world's largest superpower passes a bill to accumulate 1 million BTC as a sovereign reserve asset, the market supply shocks. Have fun holding your index fund while global game theory plays out in real time

VibinNoodle

No, I don't think so... BTC sits outside this. Walmart Coin and Apple Coin are still dollars wearing a costume - their value comes from Treasury bonds. BTC has no issuer, no Treasury backing, no central party that can rewrite the rules. They serve different purposes. Stablecoins become the spending layer. BTC stays what it's always been - the exit from the system entirely. If anything corporate stablecoins make BTC more important because they make the dollar system's dependence on crypto rails completely undeniable. The thing they can't co-opt is the thing without an issuer to lean on.

VladPatton

Also, no one ever asks "How much is 1 BTC worth?". Even if they do, they'll cut it out of the final video.

SuddenTechnology1621

21 BTC is a genuinely rare stack, most people who've held since 2013 just kept buying through every ugly stretch and didn't look too hard at the price.

usa_reddit

So what do you predict will happen to BTC. If Walmart and Apple can issues coins and people can get interest on them and use them to buy stuff, does that mean BTC is cooked?