Dave86ch

I believe writing is an important personal practice to gain clarity, develop creativity, and, even more importantly, to stay grounded in a world increasingly filled with AI-generated noise. I write regularly, and I’m curious if others here do the same and would like to share. I’ll start with my latest article. https://dscompounding.com/2026/04/16/prophets-are-students-of-history/

Totally agree. You need enough knowledge about your investment to weather volatility, which is not risk itself but an unequal balance between knowledge and entropy among the minds involved. Ideally, knowledge compounds alongside wealth over a long time horizon.

Now my agent is financial independent Bitcoin+Cashu+Lightning

Added to META

RGB+Lightning = No global state

It makes me wonder why Michael Saylor bought so much Bitcoin near the top, even though he might have political and informational advantages. By the way, it’s interesting to observe how consensus works. https://redblocks.supertestnet.org/ Watching development continue to move forward shows how powerful a monetary protocol can be. The winning pitch is at 14:07. https://rumble.com/v76d7i2-cypher-tank-s01e05.html USDT stablecoin native on bitcoin

Or whoever has liquidity is just propping up the inhelastic Bitcoin market, and everything else is narrative. Mr. 100’s BTC holdings are near an all-time high, and we still don’t know who he is.

No idea, but many developers are building many interesting things. PlebQR is a good example: you can just scan a Thailand QR code and the app finds a buyer for your Bitcoin in order to pay in baht. In my opinion, the problem is mostly that society is slow in understanding how beneficial a native, self-custodial asset based on a protocol like Bitcoin can be. I imagine an agent will leverage Lightning or Cashu at some point.

Ardoino and Armstrong understand Bitcoin’s value proposition.

Transactions happen on Lightning, private, cheaper, faster.

I am completely fine with skepticism and with people who choose to stay away from Bitcoin. What I see as a symptom of something deeper that will eventually unwind is a group of people who are too lazy to do basic homework and therefore fail to produce real critiques. When institutional representatives display this kind of intellectual laziness, it becomes clear to me that: a) the current system is deeply broken b) capable individuals will increasingly influence and build infrastructure to shape the future for their own advantage. The sheer fact that Davos was filled with Bitcoin advocates, with fireside discussions happening during the conference, and that Ray Dalio cited Bitcoin multiple times, as did Aswath Damodaran, shows that the genie is out of the bottle. You can suppress the price, But mindshare continues to build, and the smartest people are working on it relentlessly.

WEF boomers do not even understand that Bitcoin does not have a central issuer. This is a knowledge arbitrage. Eventually, history will teach another lesson, and the smartest will write a new chapter, positioning themselves as the rulers.

Bitcoin is a difficult topic for most people to grasp. They remain trapped in price charts. For this reason, we need products like those built by MSTR and, in the future, yield-bearing stablecoins that generate stable returns while stripping away the natural volatility caused by price manipulation and animal emotions driven by a lack of rationality. In the end, sovereignty is something needed by only a few. By the way, I am fascinated by this. I checked the Russian source and it says exactly the same thing.

I think the same. Interestingly, every AI will eventually explain why Bitcoin is superior, if you ask it. This is interesting for two reasons: AI will have a huge impact on narratives and on how people think over the next decade. Bitcoin is the only form of money AI can meaningfully handle, so it may tend to promote it. I am not implying that AI has a manipulative attitude. I am not surprised if AI simply favors the architecture that makes the most sense in an AI-dominated environment, given the trajectory humans are putting in place.

History works in cycles. Buffett operated in a period when valuation multiples were healthy because markets weren't flooded with money, within a system where productivity and consumption were still relatively balanced. We are now at a different point on the curve, and pretending we are in the same position as him is dangerous. Many of his teachings remain valid, but Will Durant is more useful for understanding the broader historical context of these cycles.

I suggest you take a look at Swiss M2. I am Swiss; I keep stacking sats.

Bitcoin Alibaba Meta

The future of the USD is on-chain, and Tether, the most widely capitalized stablecoin issuer, is one of the largest buyers of Bitcoin, both directly and through affiliated investment vehicles such as XXI.

Bitcoin could be a strategic play for the United States. Given the technological advantage it has, with Tether acting as a spearhead, the U.S. is in a strong position. This also gives those who do not want to depend on China as a source of money the opportunity to achieve self-sovereignty by self-custodying Bitcoin. Tether is working on bringing its stablecoin onto the Bitcoin blockchain, both via RGB and through its recent $8 million investment in the Lightning protocol company Speed

Fully agree.

Bitcoin

@SharperDingaan was right.

Bitcoin