What is @Strive's Bitcoin strategy? 1. Long-term goal: Generate total returns exceeding Bitcoin. 2. Short-term goal: Generate positive BTC Yield annually. 3. Primary driver: Maintain high amplification powered by Digital Credit. Bitcoin is the hurdle rate.
The funny thing about Bitcoin and Bitcoin derivatives is how much price drives the narrative. Price goes down: Bitcoin is broken. You’re an idiot. The strategy is terrible. Price goes up: Bitcoin is perfect. You’re a genius. The strategy is brilliant. The trick is to zoom out, maintain a long time horizon, and avoid getting caught on the emotional roller coaster.
The value proposition of Bitcoin isn’t to buy coffee or pizza. The value proposition of Bitcoin is to store $100+ trillion of global wealth.
AI is rapidly discovering software vulnerabilities across the internet. I suspect that once these vulnerabilities are identified and patched, software will emerge vastly more secure. As Bitcoin simply survives this stress test, the next major bull run could begin. https://t.co/O2LA3gPEYO
One day, possibly sooner than most expect, Bitcoin will break $100,000, $200,000, and $300,000+. And the world will realize that BTC isn’t soaring, but other overvalued assets are collapsing when measured in sound money. Make sure you figure this out before it’s too late.
Bitcoin is the hurdle rate. If you expect Bitcoin to have a 50%+ CAGR, the most powerful way to outperform BTC is to issue USD income products and acquire more Bitcoin. Build an amplification engine that can withstand bear markets and aggressively capitalize on bull markets.
In 2024, I published a report titled "Your Wealth Is Melting," arguing that technological progress will increasingly erode traditional stores of wealth. With AI accelerating, I believe the thesis is even more relevant. After all the moats are destroyed, Bitcoin is the only thing that remains. Timestamps: 00:00 - Your Wealth Is Melting 02:43 - Why Bitcoin Could Be the Ultimate SoV 04:36 - How Technology Can Reduce Costs by 99% 07:08 - Why 21 Million Changes Everything 09:27 - Why Bonds, Gold & Real Estate Are Vulnerable 11:54 - Where Will the World's Wealth Go Next? 14:38 - How AI Could Accelerate Bitcoin Adoption 16:54 - The One Asset the Free Market Can't Melt
Self-custody is foundational to Bitcoin. But after seeing so many hardware wallet incidents this year, I'm convinced that dedicated hardware wallets are on their way out. I suspect the future looks more like @SeedSigner and multisig across independent, general-purpose devices.
Stay humble and stack Bitcoins.