Be ahead of the curve

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MicroStrategy Adopts Bitcoin as Primary Treasury Reserve Asset | MicroStrategy Incorporated

[emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]][emoji[emoji[emoji6]][emoji[emoji6]]][emoji[emoji[emoji6]][emoji[emoji6][emoji6]]][emoji[emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]][emoji[emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]][emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6][emoji6]]]][emoji[emoji6][emoji6]][emoji[emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]][emoji[emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]][emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6][emoji6]]]][emoji[emoji6][emoji6]][emoji[emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]][emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6][emoji6]]]]]] was retail FOMO
[emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]][emoji[emoji[emoji6]][emoji[emoji6]]][emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]][emoji[emoji[emoji6]][emoji[emoji6]]] is the start of corporate FOMO
[emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]][emoji[emoji[emoji6]][emoji[emoji6]]][emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]][emoji[emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]][emoji[emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]][emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6][emoji6]]]][emoji[emoji6][emoji6]][emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]]]? Nation state FOMO

More people are realizing the value proposition of $BTC and now small and mid cap companies are allocating a percentage of their treasury to bitcoin. Wait till an nation whose currency has failed to the USD (Venezuela, Argentina, Iran, Lebanon, etc) start mining and accumulating BTC. I believe we are at the cusp of a monetary reset.

I’ve been beating the drum here for years. Save your hard work today ($$) for your future time tomorrow. Front run the smart money.

Why am I seeing this in basically [emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]][emoji[emoji[emoji6]][emoji[emoji6]]][emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]][emoji[emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]][emoji[emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]][emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6][emoji6]]]][emoji[emoji6][emoji6]][emoji[emoji[emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6]]]][emoji[emoji6][emoji6]][emoji[emoji[emoji6]][emoji[emoji6][emoji6]]]]]?
 
I hope you're right about sideways action because it is good for buyers. But here is what is going to happen:

Trump is going to win. That's what smart money is saying. BTC will soar in October, November, and December. It will reach $100k by end of the year, driven by Trump victory and rate cuts and increased global liquidity. MSTR and BTC etfs will keep on stacking. By middle of next year, most physicians will not be able to afford even 1 BTC on their annual salary (after taxes, after living expenses).

I posted the above on 10/17/24. Trump did not yet win. BTC was around $67,500. So far, the prediction is accurate. Let's see if the second part of the prediction comes into play. I hope you took action and got at least 1 BTC.
 
I posted the above on 10/17/24. Trump did not yet win. BTC was around $67,500. So far, the prediction is accurate. Let's see if the second part of the prediction comes into play. I hope you took action and got at least 1 BTC.

Props for this prediction. Few docs would be buying at this point over 100k regardless.

Cycle feels like 2016 a la when trump last was sworn in. Expect pullbacks next month. No idea on the top next year but i think the 140-160 is more realistic. Peeps dont realize it takes exponential more money to go to 200+ and imo too much to ask. The reserve idea wont happen this cyclw other than whats been aquired wont be sold.
 
Im gonna be regularly accumulating sats this year regardless of price. Not a large amount. More like future spending money. My alt trades (especially DOGE) are doing great. I think 2025 is gonna be gnarly and we’re gonna see some crazy price action. This price action imo is accumulation. Even a drop to 75-80K would be a great opportunity for me. Let’s see how adoption continues this year.
 
Im gonna be regularly accumulating sats this year regardless of price. Not a large amount. More like future spending money. My alt trades (especially DOGE) are doing great. I think 2025 is gonna be gnarly and we’re gonna see some crazy price action. This price action imo is accumulation. Even a drop to 75-80K would be a great opportunity for me. Let’s see how adoption continues this year.

Do you plan to sell any btc (10-15%) if we see the 150-200 price range or unlikely till 2028-29 bull run?
 
Up 50% since my post yesterday. I am not joking. Leading AI coin
I’m not very sophisticated tech wise, so a lot of these alt coins like Fartcoin aren’t available to buy on the likes of Coinbase. Annoying. You have to get a special wallet through Coinbase,etc..

Anyone wanna bet that alt coins like Shiba Inu will come back to life? Meme coins/ NFTs died back 21/22. I think there could possibly be a re-emergence.

I’m still laser focused on BTC, SOL. The above is play money.
 
Do you plan to sell any btc (10-15%) if we see the 150-200 price range or unlikely till 2028-29 bull run?

Not selling this cycle. Just low amount of sats regularly. I buy deep in the bear market. Whenever this bull run is over, I’ll be buying when the mainstream media says Bitcoin is ded (the msms has an uncanny timing to report at tops and bottoms) along with with charts.

Bitcoin looks like it’s evolving into a new bond market, with micro strategy, other corporations and Sovereigns are using BTC as collateral to offer debt. This is just the beginning.
 
Anyone wanna bet that alt coins like Shiba Inu will come back to life? Meme coins/ NFTs died back 21/22. I think there could possibly be a re-emergence.


What you mean could possibly be a resurgence? Pepe already at 10 billion market cap and it’s a new meme coin. Theres zero question if memes come back, they are already back and the highest performing sector and will continue to be so
 
Also by “AI” coin I didn’t mean alt coin. I meant artificial intelligence coin. FARTCOIN was developed by artificial intelligence agents
 
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I’m not very sophisticated tech wise, so a lot of these alt coins like Fartcoin aren’t available to buy on the likes of Coinbase. Annoying. You have to get a special wallet through Coinbase,etc..

Anyone wanna bet that alt coins like Shiba Inu will come back to life? Meme coins/ NFTs died back 21/22. I think there could possibly be a re-emergence.

I’m still laser focused on BTC, SOL. The above is play money.

Yeah, IDK how to buy these until they're on exchanges.
 
What are your guys thoughts on the power law for btc specifically the linear regression which is actually quite conservative in the sense that btc at least meets and somtimes exceeds that value by 2x during the post halving bull run year a la 2017, 2021. For example

2017 power law linear regression eoy price 3500............ price 19-20k

2021 power law linear regression eoy price 29k.............. price 69k ish

2025 power law linear regression eoy price 142k........... price ?

2029 power law linear regression eoy price 400k...... price?


 
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What are your guys thoughts on the power law for btc specifically the linear regression which is actually quite conservative in the sense that btc at least meets and somtimes exceeds that value by 2x during the post halving bull run year a la 2017, 2021. For example

2017 power law linear regression eoy price 3500............actualy price 19-20k

2021 power law linear regression eoy price 29k..............actualy price 69k ish

2025 power law linear regression eoy price 142k...........actual price ?

2029 power law linear regression eoy price 400k...... actual price?


Dang… let’s hope that trend continues!! 🤑
 
Also by “AI” coin I didn’t mean alt coin. I meant artificial intelligence coin. FARTCOIN was developed by artificial intelligence agents
I’ve heard good things about AI16z
 

Just curious of your thoughts for btc staying range bound in the 90-100 area. Does it support a larger peak if say we continue to stay in this range during Q1 and even Q2 sorta like 2016 cycle?

Someone told me the longer we are range bound its like compressing a coil more and more. This basically led to almost a full month in 2017 that you could have sold btc in the 14-19 range. A double top like in 2021 seems less desirable.
 
Just curious of your thoughts for btc staying range bound in the 90-100 area. Does it support a larger peak if say we continue to stay in this range during Q1 and even Q2 sorta like 2016 cycle?

Someone told me the longer we are range bound its like compressing a coil more and more. This basically led to almost a full month in 2017 that you could have sold btc in the 14-19 range. A double top like in 2021 seems less desirable.


i have no idea brother. all i know is one day it will be one million. as far as timeline, no one knows anything.
 
100k again!

Funny now a lot of people are a bit numb to the 90-100 k level and not very impressed anymore with a 100k level. Wonder what it will take to make people feel like 2017/2021 type of euphria levels. I just dont get the sesne that 120-140 will really do much.


.
So What No GIF
 
Funny now a lot of people are a bit numb to the 90-100 k level and not very impressed anymore with a 100k level. Wonder what it will take to make people feel like 2017/2021 type of euphria levels. I just dont get the sesne that 120-140 will really do much.


.
So What No GIF

Yeah, when it drops to low 90k range, people ask why it's crashing LoL
 
Apparently if you bought fartcoin a month ago, you have done better than the entire stock market since the 1800s. Clown market indeed. Fastest way to lose your working capital is go all in chasing something called Fartcoin


Will have to disagree with you on this one. I own fartcoin. It will be the future of finance
 
With the fires in LA, let’s discuss Essex.

“There is going to be enormous demand for rental housing in the Los Angeles area due to fires that have destroyed thousands of homes in a region that already was facing a housing shortage.

Demand for rental housing in LA is rocketing now with one realtor calling it a “Wild West” situation as tens of thousands of displaced homeowners look for housing. There have been posts on Twitter showing homes for rent at lofty prices with one nearly 4,000-square foot home in the city asking almost $30,000 a month.”

Can probably get a nice 10-20% bump cumulatively over the next few years from some marginal exposure to the demand. The reit trade looks solid.

OC housing market is also going to spike. Orange County is politically moderate, which is what I keep hearing people say they're looking for.
Weather is incredible. Fairly reasonably priced relative to LA. Close proximity. Obvious first choice.

Pacific Palisades, for all intents and purposes, is not coming back for another 10+ years at the very least. Homes there worth 4.5M pre-fire is not worth $4.5 million even if it's still stands.

The neighborhood no longer exist.

Additionally, the time to get plans and permits, you'd have to assume more longer than normal right now just based upon the sheer volume of work that needs to get completed.

I would also assume the construction cost are going to go parabolic due to labor constraints based upon the complete rebuild of 5000+ structures.

The path to construction is definitely a higher risk than it was pre-fire.

With all that being said. I think land values for the time being are very speculative and hard to calculate.

Two weeks ago the land was worth $2 million, today likely not so much.

San Diego is economy is smaller than Orange County counties. OC is where it’s at.

Not sure what this has to do with cryptocurrency and bitcoin, the topic for the last 63 pages of this thread .
 
So much red today.

The bond market is telling a story and we might be seeing the fallout in the dollar strength ($DXY). $7-9 Trillion of US debt has to be rolled over this year. That ~ 8 Trillion has to be borrowed by the federal government at a higher rate now (approaching 5%) than previously borrowed (starting at 0%). Maybe lenders now want a higher rate because they perceive the fiscal spending of the federal government (and increasing national debt) as a higher risk. So if the cost of fiat currency goes up, there’s less capital to pump up our favorite FAANNG or blue chip stock, Bitcoin or fartcoin.

I’ve recently been following, $TNX, $DXY, $WTI, $GOLD and $BTC to have a thesis on what might be percolating beneath the surface.

The incoming cabal administration have some lofty goals to “Make America Great Again” but the fiscal that will on their lap will make change quite challenging because of the debt. Plus I’m highly suspicious of Silicon Valley’s take over of the Federal Government is for all altruistic intentions. We shall see.
 
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Post your BTC as collateral (typically ~150% of the loan in USD) for a loan, pay back your loan. Due to the volatility in crypto, that loan could be liquidated unless you post more collateral to maintain your loan to value.

Early days of crypto lending market but there are quite a few companies out there.


Coinbase launches Bitcoin-backed loans through Morpho DeFi partnership

Coinbase vice president Max Branzburg said the product demonstrates the exchange’s “commitment to economic freedom.”

Cryptocurrency exchange Coinbase has reintroduced Bitcoin-backed loans in the United States, giving users the ability to borrow against their digital asset holdings.

The new product line allows US account holders, excluding residents of New York, to borrow up to $100,000 in USD Coin using their Bitcoin holdings as collateral. Only BTC held on Coinbase qualifies as collateral for the loan.

Coinbase has tapped decentralized finance protocol Morpho Labs to facilitate the lending process, which will occur entirely on Base, the exchange’s Ethereum layer-2 network.

Coinbase executive Max Branzburg told Cointelegraph that the new product demonstrates the exchange’s “commitment to economic freedom,” adding that “crypto-backed loans allow our customers to do more with their Bitcoin, and we’re making it happen onchain.”

A Coinbase communications representative clarified to Cointelegraph that the exchange “provides a simple way to access this loan market and is not directly involved with the loans.”

“Users will be able to tap into competitive interest rates with no Coinbase fees or credit checks and can pay back their loans on their own timeline with flexible repayment terms,” the representative said.

The new product line marks Coinbase’s second foray into the Bitcoin lending market. In May 2023, the exchange announced it would be ending its Borrow program, which allowed users to obtain cash loans backed by their BTC holdings. The program was officially shut down on Nov. 20, 2023.

Related: Appellate court grants partial win for Coinbase over SEC rules

Demand for Bitcoin-backed loans heats up

Bitcoin-backed loans allow holders to access capital without having to sell their underlying holdings — a crucial feature for individuals who want to maintain their wealth and avoid large tax bills.

Borrowing against assets is a practice that wealthy households have utilized for generations. Also known as “borrow, borrow, die,” this strategy allows the wealthy to take out asset-leveraged loans in perpetuity.

The rising value of Bitcoin has left many early holders with newfound wealth. As a result, the market for Bitcoin-backed loans could surge in the coming years.

According to HFT Market Intelligence, the market value of Bitcoin-backed loans could rise from $8.5 billion in 2024 to $45 billion by 2030.

Growing Bitcoin adoption has also encouraged more financial institutions to enter the crypto lending market. Bitcoin-backed lending protocol Ledn told Cointelegraph that major institutions are moving beyond exchange-traded funds and getting into the crypto lending business.



Bitcoin backed loans going mainstream. Be your own bank and post up collateral for a 0% loan and incur no capital gains taxes.
 

Coinbase launches Bitcoin-backed loans through Morpho DeFi partnership

Coinbase vice president Max Branzburg said the product demonstrates the exchange’s “commitment to economic freedom.”

Cryptocurrency exchange Coinbase has reintroduced Bitcoin-backed loans in the United States, giving users the ability to borrow against their digital asset holdings.

The new product line allows US account holders, excluding residents of New York, to borrow up to $100,000 in USD Coin using their Bitcoin holdings as collateral. Only BTC held on Coinbase qualifies as collateral for the loan.

Coinbase has tapped decentralized finance protocol Morpho Labs to facilitate the lending process, which will occur entirely on Base, the exchange’s Ethereum layer-2 network.

Coinbase executive Max Branzburg told Cointelegraph that the new product demonstrates the exchange’s “commitment to economic freedom,” adding that “crypto-backed loans allow our customers to do more with their Bitcoin, and we’re making it happen onchain.”

A Coinbase communications representative clarified to Cointelegraph that the exchange “provides a simple way to access this loan market and is not directly involved with the loans.”

“Users will be able to tap into competitive interest rates with no Coinbase fees or credit checks and can pay back their loans on their own timeline with flexible repayment terms,” the representative said.

The new product line marks Coinbase’s second foray into the Bitcoin lending market. In May 2023, the exchange announced it would be ending its Borrow program, which allowed users to obtain cash loans backed by their BTC holdings. The program was officially shut down on Nov. 20, 2023.

Related: Appellate court grants partial win for Coinbase over SEC rules

Demand for Bitcoin-backed loans heats up

Bitcoin-backed loans allow holders to access capital without having to sell their underlying holdings — a crucial feature for individuals who want to maintain their wealth and avoid large tax bills.

Borrowing against assets is a practice that wealthy households have utilized for generations. Also known as “borrow, borrow, die,” this strategy allows the wealthy to take out asset-leveraged loans in perpetuity.

The rising value of Bitcoin has left many early holders with newfound wealth. As a result, the market for Bitcoin-backed loans could surge in the coming years.

According to HFT Market Intelligence, the market value of Bitcoin-backed loans could rise from $8.5 billion in 2024 to $45 billion by 2030.

Growing Bitcoin adoption has also encouraged more financial institutions to enter the crypto lending market. Bitcoin-backed lending protocol Ledn told Cointelegraph that major institutions are moving beyond exchange-traded funds and getting into the crypto lending business.



Bitcoin backed loans going mainstream. Be your own bank and post up collateral for a 0% loan and incur no capital gains taxes.

How does this work? Can I borrow 1 BTC from myself to buy another BTC at 0% interest?
 
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