coinsequentialism

Honestly haven’t felt this bullish on bitcoin since 2016. The market feels like there is zero hype or excess. Most altcoiners still underexposed. Every macro tailwind you can think of.

Grok, draw me a picture of what it would look like if the exchanges traded against their clients

🔴WARREN BUFFETT ANNOUNCES PLANS TO STEP DOWN AS CEO OF BERKSHIRE HATHAWAY, SUGGESTS MICHAEL SAYLOR AS SUCCESSOR - CNBS.

So Tether, Softbank, and Cantor Fitzgerald are forming 21 Capital with CEO Jack Mallers. Let's be real: This is a corporate exoskeleton for Tether's global liquidity machine to operate inside U.S. equity markets and hoard the scarcest asset on Earth without regulatory speedbumps. It’s like giving a cartel diplomatic immunity, then asking it to do quarterly earnings calls. SoftBank didn't join for fun. They saw MSTR mint a 2,000+% return on BTC purchases and said, “Cool, now let’s do it ourselves." This company is launching with $585M in PIPE funding, $385M of it in convertible notes backed by Bitcoin at a 3:1 collateral ratio. That’s financial LSD for every structuring desk on the Street. The moment BTC rips, they release collateral, unlock capital, and buy more. Recursive BTC compounding inside a public vehicle. This is Saylor with a global stablecoin treasury, a high-frequency derivatives desk, and a Tokyo war chest. They literally measure success in Bitcoin Per Share (BPS) and Bitcoin Rate of Return (BRR) - not fiat cash flow, not EBITDA, not shareholder yield. Bitcoin. Per. Share. That’s the KPI. That’s the religion. And here’s the kicker: Tether will own majority control. That’s like OPEC launching a public oil ETF that owns half the oil and pricing it at NAV. And Wall Street’s fine with this. Why? Because the fees are good, the volatility is tradable, and the suckers at home still think we’re “early.” This isn’t the institutional adoption phase anymore. This is the corporatized colonization of the Bitcoin protocol, executed through a Cayman shell and priced in your grandchildren’s tears. You’re not front-running Wall Street anymore. You’re being front-fed the illusion that you are. And the price? You’ll watch it go vertical while CNBC blames inflation and 7 sovereign ETFs pretend they understand what just happened. Bitcoin’s next leg up won’t be demand-driven. It will be capital-structured. Engineered. Manufactured. Monetized. Mega corporations are now turning Bitcoin it into the new global collateral standard - and selling you the derivative. Welcome to the great absorption. Hope you brought a chart.

Michael Saylor: "Volatility is a gift to the faithful. It scares away the tourist."

I'm excited to announce that I'm launching a memecoin. This will help us develop a community and build together. It commemorates the hope we have for monetary economics. The ticker symbol is "BTC", it is listed on all of the major exchanges. Check it out and join the movement!

Ok, so here goes .... I have been somewhat vague and have attempted make these latest predictions seem like they could be explained by some system or knowledge of markets. This is not true. The truth is that I have a very specific prediction based on memories of something that happened 30 years ago, combined with thoughts which seem ever present in my mind. If Bitcoin were to close at 84,000 on March 14th, it will "run the table". I am not certain what that means ... I have a couple thoughts but there's no point unless somehow it actually closes at 84,000 today. The truth is that I am becoming convinced that it may well do just that, and that the impossible odds of such a thing occurring means that I will have some explaining to do. If this occurs, I will likely take the rest of the month off and reach out to family members to let them know what I am planning to reveal. Believe me, I hope I am wrong about this because some people are definitely going to view me as mentally ill if they are non-believers or heretical if they are people of faith.