Bitcoin (BTC)

This week, I'm releasing a 1 hour conversation with @scottmelker - host of The Wolf Of All Streets. Scott takes 10% of every dollar his businesses make and buys Bitcoin, convinced that the simplest answer is the correct one and always has been. After a decade of cycles, alt seasons and blow-ups, his entire strategy now fits on a t-shirt - buy Bitcoin and chill. We talk about: - Why he thinks the alt season that let you throw a dart and 20x is gone for good - The "you can't beat Bitcoin by buying Bitcoin" problem with treasury companies - Why selling to buy back lower is the single most dangerous belief in investing - How he splits his stack 80% Bitcoin, 10% $ETH, 10% $SOL - and why nothing else makes the cut - Why Bitcoin spends all year sideways and makes all its money in about ten days And much more... Podcast out this week!

Calling all journalists, analysts, commentators, and writers. Bitcoin Treasuries Media is expanding our team of contributing editors. If you’re passionate about Bitcoin, Bitcoin treasury companies, AI, capital markets, or the future of corporate finance, we’d love to hear from you. We’re looking for thoughtful voices who want to contribute articles, analysis, interviews, and original research to help shape the conversation. Interested? Comment below or send me a DM. Let’s build the leading publication covering the Bitcoin treasury ecosystem together.

Over a thousand bitcoin moved today in an attack. Doing emergency triage to identify the source of the issue this is how it went: @AnthropicAI - Instant Downgrade. @OpenAI - A little help. @Kimi_Moonshot - One shot. The US needs to get it shits together. @DavidSacks

RNS Announcement: Bitcoin Purchase, Corporate Update and TVR Please read the RNS on our website (link in comments). LSE: #SWC | OTCQT: $TSWCF | FRA: $3M8 https://t.co/DZpN5yoGnc

Raoul Pal: The human brain runs 86 billion neurons on 20 watts. Biology spent billions of years optimizing for that. But run one AI model across 100M people and "the compute per unit of intelligence is actually pretty cheap." Crypto fits too - Bitcoin converts raw energy into permanent immutable value. Proof of stake converts it into the coordination layer of the internet. Different expressions of the same law. FT @RaoulGMI @RealVision.

🚨UPDATE: The Coldcard exploit may not be over. Galaxy Research reports a suspected 4th attack wave that swept 380+ BTC from 462 suspected victim addresses in 218 transactions. If confirmed, total losses would rise well beyond the 1,367 BTC already linked to the first three confirmed waves.

Sobering numbers 1.57M BTC lost via self custody 1.51M BTC lost on exchanges

Last week, Strategy sold $104.7 million of Bitcoin, and one of the most respected Bitcoin hardware wallets suffered a catastrophic vulnerability. Yet, Bitcoin is not down signficantly. This is what a bottom feels like.