web3, tech & shitposting 🧵 || ☀️ mgmt/strategy consultant for top global asset managers 🌎 || founder: @grassverseNFT 📸🧵 || own views, not financial advice
Here’s everything I’ve learned in the last Crypto/Tech/NFT bull cycle so that you don’t have to…
Also, later in this thread, I lay out my EXACT plan for this cycle
🧵 👇🏽
[Must Read] 1/40
The gap between companies holding Bitcoin and those that don’t isn’t about conviction in the asset. For most companies, Bitcoin is not even a conversation. Not debated and rejected, just never discussed. The few management teams that seriously consider it have already crossed a threshold most never approach: a willingness to be misunderstood by markets for years while they execute. That is why there are only a handful of us doing this globally.
Native crypto ppl are so dumb that they think Blackrock is selling / buying when in fact, it’s just retail selling / buying the IBIT ETF and Blackrock just has to fulfil
Crypto native idiots confusing retail trxs for what “Larry Fink” is apparently strategically doing
Idiots
NFTs were, are and will be the most fun, optimistic, and positive part of the crypto ecosystem…
Just at the turn of the corner.
1 yr, 2 yrs, who knows. But it’s inevitable
Soon, you’ll be able to create a 2-hour movie with a prompt…
Scenes would be cc0 & deep fakes will be leveraged
The actors don’t have to be real ppl but will look real based on whatever’s in the prompt
Car chases and other scenes would be stock
AI is coming at you fast
I think over the long time horizon, every coin today goes to 0 against BTC. By long I mean 8-12 years. However, things will ofc outperform in upcoming cycles
Incredible thread. I miss reading great threads by human writers and always appreciate all that is to learn. It’s a tale as old as crypto time this one… not a surprise
Strategy has acquired 21,021 BTC for ~$2.46 billion at ~$117,256 per bitcoin and has achieved BTC Yield of 25.0% YTD 2025. As of 7/29/2025, we hodl 628,791 $BTC acquired for ~$46.08 billion at ~$73,277 per bitcoin. $MSTR$STRK$STRF$STRD$STRCstrategy.com/press/strategy-…
BREAKING: Jerome Powell has just been referred to the DOJ for criminal charges for perjury related to his $2.5 billion “renovation” to the Federal Reserve Building