For the record, my position on Bitcoin Core v30 is: Do not upgrade to v30 and do not run knots, until the dust settles. Now, you do you.

This is exactly what a retard fiat maxi sounds like. This sounds very sofisticated and too smart for 90% of people. Smokes screen while they steal your Bitcoins. Buy the real stuff, now

I thought true Bitcoiners and maxis out there were able to think for themselves. Turns out, core 30 drama and Saylor cheerleaders have given us lots of clarity.

I appreciate Matthew because he’s able to cut through the noise and really think from first principles. You may or may not agree with him sometimes or often, but I wish there were more people la Matthew on X.

Honest question to $MSTR holders, how will you believe anything that @saylor says from now on? He lied right to your faces.

He’s going to get sued by his shareholders isn’t he? Saying the opposite a few weeks apart. x.com/tristanblcktrnr/status…

Babe, summer vacation in Europe just got cancelled

Few understand this

Self custody in cold storage. Is it still a thing in 2026?

$MSTR holders are going to get rekt.

It used to be “smash buy Bitcoin, never sell.” Now it’s „blobibulga blablabla” nobody understands anything anymore. It stinks

You can chase AI stocks at 10-20x their revenue right now, or you can buy deep value quality assets. It’s really is that simple when you embrace low time preference

Generational entry. $BTC

Bitcoin and Mungers Rule. One has to wonder about the “AI is sucking up all the capital” narrative when nearly 8 trillion dollars still sits in money market funds earning a risk‑free yield, while fiat money loses something on the order of 8% of its purchasing power per year. In a market that noisy, the 200‑week Munger Rule is less a tactic than an x‑ray of who actually believes in compounding. Buy at the upward sloping 200-week moving average. Yes buy when there is blood in the streets. But emotions get in the way. The 200 week MA. It marks the point where price has already done the damage and narrative has followed it down, where momentum, flows and sentiment have all turned against you, and where long-term value quietly reasserts itself. Narrative follows price. When you should buy, you will not want to. The same is true of selling ( yes sell parabolic moves). The excess return is therefore not informational. It is behavioural. Most investors cannot do it. Emotions get in the way, simple human aversion to loss turn volatility into something to be avoided rather than harvested. I call it the Munger Rule. Have a nice day.

You will retrieve this tweet in 2-3 years. Bookmark it

“France”

Imagine owning shares of $MSTR instead of the real thing in cold storage. The CEO has so much convictions 😅 x.com/i/grok/share/3137654ee…

So it is 11.5% but 8% down on principal (for now). How many fiat chasers got caught?

lol. Wink wink

Good evening. I’m getting a lot of questions about whether my conviction has been impaired or my thesis has changed about Bitcoin with its recent price weakness. The answer is an emphatic no. Why? Because I like to keep it simple and focus on first principles. While other assets are enjoying the warmth of the hot ball of money, Bitcoin will simply continue to reflect the debasement of all government sponsored currencies over the long run. Nothing more. Nothing less. Hope this helps. Have a great night.

Cringe vibes is an incredible leading indicator. That was just before Bitcoin tops out. And Saylor has been very cringy in May. Probably nothin’..?