Another massive pool of capital has been unlocked.

We're on the cusp of a major rate cutting cycle from the Federal Reserve. Act accordingly 🚀

I've been saying this for almost a decade: As Bitcoin matures and approaches the market capitalization of gold, its volatility will also begin to match gold's. The argument that "Bitcoin is too volatile" was always flawed.

This is one of the best reasons for the US government to sell (and demonetize) gold. US citizens hold by far the most Bitcoin in aggregate and demonetizing gold while monetizing Bitcoin would be enormously beneficial to the United States.

Bitcoiners are the most wholesome rebel alliance in history. Which other counter culture movement has advocated for healthier eating and living, having more kids, and going for walks in the sun?

The question is: does Coinbase get it? If so why isn't Coinbase the largest Treasury company after being the dominant US exchange for so long? Inquiring minds are wondering.

This is an enormous step in the financialization of Bitcoin.

If an asset has gone up 10,000x and "only" has 100x to go, you have not "missed out" because the asset has only captured 1% of its total addressable market. The real growth for Bitcoin is still ahead.

Imagine how much houses would be worth in a world with no mortgages. That’s the reality we’ve been living in with #Bitcoin, but that’s about to change - and it’s a big deal. JPMorgan is set to soon allow clients to borrow against their Bitcoin holdings, according to FT. When/if the SEC approves in-kind create/redeem, large holders can swap spot BTC for ETF shares with no capital gains tax realization and easily borrow at low interest rates.

Last cycle it was your Uber driver FOMOing in. This cycle it will be Uber.