Gold is far too volatile to be taken serious in portfolios
Probably still has high criminal usage, too
Environmental impact is nuts as well
The government could truly ban it any day now..
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"H1 2025 was the S&P 500's second-most volatile half-year since 2012. This contrasts sharply with BTC, which recorded the third-lowest half-year volatility in the same period" - great from @K33Research
FUD breaking down, door widening for instos
Everything is coming up BTC
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Lots of corporate treasury adoption this year, but Strategy still holds more than double (2.4x) the combined BTC of all other public companies
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Strategy's purchases YTD are larger than the total btc holdings of the next 13 public companies combined.
..now over 150k coins
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“With a unified platform, connecting Privy’s wallets to the money movement capabilities in Stripe and Bridge, we’re enormously excited to enable a new generation of global, Internet-native financial services,”
- Patrick Collison, Stripe’s CEO
what a baller
Bloomberg reports that Stripe acquired crypto wallet provider Privy for an undisclosed amount, following its $1.1 billion acquisition of stablecoin infrastructure firm Bridge. By integrating Privy and Bridge, Stripe is accelerating its push into stablecoin and crypto payment infrastructure. Privy will continue operating as a standalone product. In March, Privy raised $15 million in a funding round led by Ribbit Capital. bloomberg.com/news/articles/…
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Circle’s market cap has hit 50% of USDC in circulation and over 4x the IPO price in less than a week of trading
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I think it is important in times like these to remind everyone of the efficient market hypothesis
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I’m getting the sense that “Stablecoins, not Bitcoin” could be fashionable soon, giving shades of the old “Blockchain, not Bitcoin” era.
That would be even sillier, the two are so complimentary.
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Very passionate online yelling is coming from the same word ‘Bitcoin’ meaning different parts of the system (asset, network, protocol).
It’s this confusion that leads to more all caps tweets and podcasts. How do I long all caps tweets and podcasts??
This is very important.
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Gold is still over 10x larger than bitcoin
Even a partial closing of the gap leaves plenty of upside on the table
ALT Area chart (_not_ stacked) showing monthly gold (blue) and bitcoin (orange) market capitalizations from 2011 to May 2025, with a dashed line tracking bitcoin’s share of gold’s market cap. Gold remains dominant, but bitcoin’s share rises from near 0 % to about 9 %. Source: Metals Focus, Refinitiv, GFMS, World Gold Council, Bloomberg, CoinShares, data available as of May 2025.
The maintainers signed up for a thankless gig and do a good job of supporting Bitcoin’s reference implementation.
*DUCKS*
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Chat, I am pleased to announce a novel bitcoin bull posting technique.
We express gains in basis points.
In 2024, an unapologetically bitcoin-only allocation outperformed the S&P 500 by more than +8,700 basis points.🫣
Also, instead of bearish, it's now "we grizzly"
I am pleased to announce that the bond-bullion barbell (a core component of the Rosie Fund) has triggered a +16% net return year-to-date, outperforming the S&P 500 by more than +2,600 basis points. How do you like that? Even “perma bears” know how to make money! We grizzly types are particularly adept at doing that when the tide goes out and when, as per Warren Buffett, “you discover who’s been swimming naked”.
Ya know the real winners of a US positive stance on Bitcoin is the Kingdom of Bhutan, who have been using excess hydro to mine _and stack_ coin for literally years
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