Time is of the essence if you want to become a whole coiner. Check out my full BTCPrague Keynote👇🏻 and prepare for some critical Bitcoin stacking math if you save in Bitcoin 🔥

The Manufacturing PMI ain’t done yet... October JUST came in at 55.5, beating expectations. Every single month of 2026 has been in expansion 🏭 - - - The teal box here, if you recall, is the LONGEST contraction stretch in Bitcoin’s history, and Bitcoin still rose through it, just without the fireworks. The expansionary trend, which started in Janurary, is currently still holding, just with the typical month-month noise and a slower overall recovery rate than previous cycles.

Bought more BTC today.

I think something strange will happen in the late 2040s when Bitcoin is adopted by roughly half the planet and its volatility matches gold & the S&P500 and its price approximates $10,000,000 per coin ...something strange

Saylor Bitcoin accumulation update https://t.co/MRgaQkXgwy

Yet Bitcoin remains this price: $BTC

When it’s performing its best and its worst, Bitcoin’s volatility is unmatched. Compare that to the stock market, which really just displays high volatility when it’s tanking. Volatility the month after: 🔴Bitcoin’s worst months: 71% 🟢Bitcoin’s BEST months: 80% 🚀 🔴S&P’s worst months: 22% 🟢S&P’s best months: 14% 😴 - - - Stocks get jumpy when they’re in trouble, then go quiet when things are good. Bitcoin stays wild through the rallies too. The question is: which kind of volatility would you rather own?

The last time Bitcoin closed at HALF today's price was 11/30/23 - 1,065 days ago 🤯 At each past bear market low, the look-back was: 2011: 216 days 2015: 540 days 2018: 587 days 2022: 925 days - - - June's low ($58,525) sat 985 days from half, further back than at ANY prior bottom. Even at that low, a buyer from 10/19/23 was still up 2x. Not to mention - according this metric, looks pretty clear we're past the bottom, in case you needed another signal for this. We've got much higher to go.

This is becoming more apparent all the time. Bitcoin is the honeybadger.

Here's an animated version of what I believe is a more reliable look forward (again, not a definite 'prediction') If we measure price's deviations from the 0.15 quantile power law instead of the median, my out-of-sample testing shows a much more stable slope and better forecasts. With that as the anchor, here's every Monte Carlo since 2018 - each refit using only the data available at the time - against how price actually played out. Median for 2034: ~$1.26M. Nearly 2 in 3 runs finish above $1M, and 95% hit it at some point along the way. Still pointing to > $1M in 2034. NFA