Good speech by JD Vance at the Bitcoin Conference. Notable: - Bitcoiners need to stay involved in politics to prevent Democrats from attacking the industry when they eventually get political power. - Conservatives tend to like Bitcoin and Liberals like AI. Bitcoiners should

Steak n Shake Bitcoin dance. It was a cowtastrophy! 🐮

McLaren dealerships have Bitcoin stickers in the window. Is this a top signal?

Here’s what’s going to happen with Bitcoin treasury companies. We’ll have an mNAV bubble. The bubble will deflate. Share prices will decline, but the Bitcoin treasury companies will keep their Bitcoin. Some firms will take risks with their Bitcoin. Stronger, more responsible

Skipped Day 3 of the Bitcoin Conference to check out the Hoover Dam.

We’re watching the biggest game of financial chicken the world has ever seen. 🤣

Each turbine produces 2.4mw of electricity. We should install some Bitcoin miners!

DOGE is just getting started.

Not a bad start for Department of Government Efficiency.

Another great Bitcoin Conference. See you in 2026.

The Bitcoin Conference 2025 was different and in many ways disappointing. Good: The private events were excellent opportunities to reconnect with old friends and meet new people. Bitcoin has grown up. We’re finally legit. Neutral: The conference was dominated by politics and

Many Bitcoiners are criticizing Elon Musk for saying XChat has “Bitcoin style encryption”. I welcome the comparison as most people equate Bitcoin as being unhackable.

People invest in Meta to get exposure to their products and services, not to get exposure to Bitcoin. I think it’s going to take a new generation of companies to fully embrace Bitcoin as a treasury asset.

New Strategy product just dropped: $STRD - Preferred - 10% dividend (not guaranteed) Proceeds of the IPO will be used to buy Bitcoin.

Donald Trump Jr says getting debanked after entering politics drove him toward Bitcoin.

The best unintended consequence of Operation Chokepoint 2.0 is a second Trump presidency and widespread recognition of the need to put Bitcoin at the center of reforms to the global financial system. Not what Elizabeth Warren intended.

Elon is pissed. 😡 The tax cuts are the priority. They can only get passed via reconciliation, which can’t cut discretionary spending. Once the tax cuts are passed, we need a bill that reforms the ridiculous CBO scoring and significantly cuts government programs.

Pass the Big Beautiful Bill. It’s the hostage in the current hostage situation. Once that’s done, we need to see a slew of rescission packages that codify and extend the Department of Government Efficiency cuts.

Fidelity is teaching corporations how to add bitcoin to their corporate treasury. Times have changed.

JPMorgan to allow customers to borrow against their Bitcoin. All it took was a change of guard in Washington DC.