Stablecoins alone are not enough.
Stablecoins: solve denomination
do NOT solve settlement congestion
do NOT solve cross-jurisdiction friction
Institutions are quietly testing hybrid rails:
Stablecoin (USD unit)
Token (liquidity + speed)
ETF wrapper (control)
Something orange will be required as the foundation for all this
#bitcoin best performances were
2013
2017
2021 (rounded top)
2024
January 2025
What happened since January?
Trump got involved
Sec got involved
Crypto got involved
A Czar got involved
Market structure bill will not improve the market manipulation
A stable coin act is good for Stablecoins aka the USD and the printing of it
Is any of this bullish for #bitcoin
All of it is, but not in the way you think
Firstly the Japan Rate decision is not important to anything at all… if you think you know everything about central banking in Japan…. Sorry to tell you, you know nothing about it
Government was never in the #btc thesis at these prices, Satoshi said I don’t have time to explain it, Cyberpunks said everyone will get Bitcoin at the price they deserve
You think anyone deserved 16k in 2022? No they didn’t but they got it anyway
At 10m$ Bitcoin nations and government then chase us for the Bitcoin (this was badly missed)
From here:
Zartans famous line
“Congressman, senators and councilman… no wonder nothing ever gets done”
Trump isn’t on team #bitcoin
The only reason has President is because Bitcoiners made that happen…. Trump was nowhere, in court, no media and nobody thing to push until Bitcoiners gave him purpose, then people started listening to his other policies
American Bitcoiners put him in, it’s time to go and ask him to return in kind
A War is starting
And Bitcoin will be the weapon, the success and the defeat
I’m not sure how this ends all I know is the inevitable billion $ price tag per #bitcoin
For a moment ask your self
If Bitcoin was 1m$ right now, would they let you have any? No, not unless it’s in a fund they control and have access to
The point was to gather early, send price, make them chase
That opportunity is gone now, now it’s up to the holders to hold stronger than ever
Kidding aside
#bitcoin isn’t peace in the industry’s hands…. ITS WAR
