Control-Plane Capital

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Control-Plane Capital
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Software engineer turned investor.
Opened a ~big MicroStrategy position today for a short/medium-term trade — completely unlevered. image Short-term will be volatile with December being a prime tax-loss harvesting month and MSTR being one of the biggest losers this year, but I like the risk/reward here. There are also a couple of MSTR-specific factors that will add volatility. If it gets fudded some more and dumps without a break in fundamentals, I might buy more. I'm basically betting that: The system still wants a public BTC casino node, and this one is already built, so they won't nuke it — and the market has overshot to the downside. Could Peter Schiff have predicted the bottom? Only time will tell.
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The fact they allowed this lady to go on podcasts absolutely blows my mind 😂 "I didn't learn economics at all, so I don't know how to talk about Bitcoin from a monetary standpoint." - Bitcoin Core lead maintainer It's all good, as long as you learned about DEI, you are equipped to "touch the protocol" of the most important peer-to-peer electronic cash system in the world. But you didn't really need this lady to state the obvious, you could've just looked at their actions. How Bitcoin's developers are attacking its Sovereign/Monetary use
How Bitcoin's developers are attacking its Sovereign/Monetary use
Cheaper witness, friendlier data-paths, RBF normalization, relay policies favoring deep pockets, and node-operator liability drift tilt Bitcoin tow...
Governments love the "Honeymoon → Normalization → Harvest" playbook because the plebs always fall for it. New financial tech follows the same arc: big sweeteners at launch, normalization once everyone is on board, and then the quiet fee/tax/regulation harvest. Where Bitcoin is: We finished the honeymoon (ETFs, easy brokerage access). We're deep in normalization (more rules, fewer wild spikes). Harvest is next (nickel-and-diming self-custody; paper exposure everywhere). The incentives flip as soon as enough users are corralled. Watch for "for your safety" rules that raise the cost of running your own node.