$ xpay ₿rusty@rustcorp.com.au 100sat Took me longer to get DNSSEC working than to implement!

Finalizing the #CLN 25.09 rc1 now, and I'm particularly delighted by the new BIP353 plugin! I'm going to try to sneak in xpay support if I can distract the Release Captain for a moment... BIP 353 is one of the two features I really wanted this release to help push the ecosystem onwards: @Matt Corallo also has a feature in his node that supports BIP353 resolution by onion messages which I would like to spec up and support as well. Next release...

Not that anyone probably cares, but the debate on Bitcoin Treasury companies is an interesting one. It seems clear to me that the hype that pushes MNAV significantly over the value of the regulatory arbitrage is the same force that can push it dramatically below one in the case of a market panic. It's interesting to think about what happens in this scenario. And that's where the parallel to 1929 comes in. In theory, it's an opportunity to pick up cheap coins and some steep discount with mnav < 1, and some do, but then decline continues and now they're out of money. It won't help that in the hype, corporate structures have gotten intertwined and complicated and layered and there's a healthy dose of fraud. Panic continues...