There's more where that came from

Signal Proposal: BTC as Our Primary Reserve Asset

Before you label me as another "to the moon" degen chasing hype, hear me out. What follows are some conservative, down-to-earth thoughts.

Anon frens, as we approach our strategic assets discussion, I want to drop some alpha on BTC. Consider this a signal proposal. Not financial advice, DYOR.

Let's zoom out for a macro perspective, shall we? While we're all busy aping into memecoins, chasing GameFi yields, and getting hyped about Web3 adoption, here's a reality check: Bitcoin's market footprint is still microscopically smol compared to the maturing global demand for hard, neutral assets.

Here's the tea:

Let me break down the recent market moves in normie terms. We're witnessing a massive capital rotation from the $140T bond market (ngmi) into the $110T equity market, then trickling down to the $17T boomer rocks (gold) market, and yes, into our beloved $2T magic internet money market.

And yet, the nocoiners still think we're in a bubble. ngmi fr fr

Speaking of based moves, let's talk about the gigabrain play by Microstrategy. They've become such a massive BTC chad that they now represent almost 5% of the entire U.S. convertible bond market. Here's the 200 IQ part: index funds and strategic portfolios are literally forced by their mandates to buy these bonds, regardless of whether they want exposure to our favorite orange coin or not. No 4D chess arbitrage plays needed - just pure, institutional capital inflow.

So here's my proposal, and it's pretty straightforward:

1. Implement a 12-month self-imposed diamond hands protocol on our BTC holdings. No selling. None. Zip. We're building our own digital Tower of Babel here, and BTC is our cornerstone.

2. Speaking of building, we need to get serious about mining operations. I'm talking about developing a sustainable, profitable mining division that would make the laser eyes gang proud.

Stack sats, build infrastructure, embrace the orange pill 🟠

This is the way.