Adam Livingston Profile picture
Jul 25 15 tweets 3 min read Read on X
🧵The Great Repricing: How Bitcoin Warps the Value of Everything

Bitcoin is the first moral technology.

It doesn't just change what we buy... it transforms what we become.

Every sat stacked is a vote against the debasement of the human spirit.

This is the story of how sound money resurrects the sacred 👇Image
For fifty years, fiat currency has been the greatest psychological operation in human history.

It convinced us that:

Debt was wealth
Speculation was investment
Consumption was patriotic
Savings were foolish

It didn't just debase our money. It debased our souls.
Fiat inflated the cost of virtue while subsidizing vice.

Want to be a present father?

Sorry, inflation demands you work three jobs.

Want to save for the future?

Sorry, your purchasing power evaporates 7% annually.

Want to live with integrity?

Sorry, the liars get bailouts.

This wasn't coincidence. This was design.
The fiat system thrives on moral hazard because it disconnects actions from consequences.

When you can print money endlessly:

Wars become profitable
Lies become leverage
Failure becomes subsidized
Truth becomes expensive

Bitcoin restores the cosmic law: Every action has consequences.
Bitcoin re-prices time itself.

Fiat time is frantic, borrowed, desperate.

"Time is money"... but the money is fake.

Bitcoin time is eternal time.

Every 10 minutes, the network speaks: "This happened. This is permanent. This cannot be undone."

It transforms us from time-borrowers into time-sovereigns.
In the fiat world, peace became a luxury good.

War generates GDP. Military contracts create jobs. Conflict creates debt, and debt creates control.

But Bitcoin doesn't need war to appreciate. It grows through consensus, not conquest.

Through proof-of-work, not proof-of-violence.

It monetizes harmony itself.
Fiat rewarded the loudest voices, the fastest traders, the most connected insiders.

Bitcoin rewards the quietest virtue: patience.

The most successful Bitcoiners aren't the ones who trade the most.

They're the ones who trade the least.

They understand that in a world of infinite noise, silence is revolutionary.
Privacy died under fiat - not through force, but through incentive.

"Surveillance capitalism" made spying profitable.

Credit scores made transparency mandatory. "If you have nothing to hide..."

Bitcoin whispers a different truth: "The right to privacy is the right to human dignity."

Self-custody isn't just financial. It's spiritual.
Fiat culture neutered fatherhood.

It made providers into punchlines. Discipline into abuse.

Legacy into selfishness.

But Bitcoin re-sanctifies the paternal role:

To hodl is to protect
To stack is to provide
To teach is to resist
To inherit is to transcend
The Great Repricing extends beyond economics into epistemology - how we know what we know.

Fiat enabled "reality by committee."

Truth became whatever the majority of experts agreed upon.

Bitcoin's timechain is mathematical truth. Objective. Immutable. Indifferent to opinion.

It teaches us to trust math over men.
Bitcoin is repricing energy itself.

Fiat made waste profitable - planned obsolescence, fast fashion, disposable culture.

Bitcoin transforms wasted energy into digital gold.

It says: "Nothing sacred should be wasted. Every joule matters. Every effort counts."

It's the resurrection of the conservation ethic.
Most profoundly, Bitcoin is repricing hope.

Fiat hope was fragile, dependent on politicians, on policies, on the goodwill of the powerful.

Bitcoin hope is antifragile. It grows stronger with every attack.

Every ban makes it more valuable. Every crisis proves its necessity.

This is hope as a technology.
The network effect isn't just technical - it's moral.

Every person who chooses Bitcoin over fiat is choosing:

Math over manipulation
Transparency over opacity
Individual sovereignty over collective dependency
Long-term thinking over quarterly reports

We're not just adopting money. We're adopting values.
The Great Repricing reveals fiat's greatest lie: that scarcity was the enemy.

"Print more money to solve poverty."
"Inflate to create jobs."
"Debase to stimulate growth."

Bitcoin teaches the opposite truth:

Scarcity creates meaning. Limits create beauty.

Constraints create art.

21 million coins. No more. Ever.
This is why Bitcoin feels religious to those who understand it.

It's not just about getting rich. It's about getting right.

Right with time. Right with energy. Right with truth.

Right with each other.

The Great Repricing isn't changing the price of Bitcoin.

It's changing the value of being human.

And there is no going back.Image

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More from @AdamBLiv

Jul 22
🧵Bitcoin vs. Your 401(k) | A Capital Strategy Deathmatch

Let’s compare the retirement plan they want you to trust vs. the one they hope you never understand.

401k vs. BTC.

Set it and forget it... or opt out and get free. 👇Image
1. Target Date Funds are the fiat system’s most elegant behavioral sedative.

You're auto-enrolled.

You never question it.

You just “stay the course.”

Meanwhile, your capital is bleeding fees, taxes, and real purchasing power for decades.

They call it “diversified.”

I call it tranquilized.
2. Bitcoin is violently honest.

No HR portal. No custodian.

No “glide path.”

It offers one thing: Freedom.

And demands one thing: Conviction.

It doesn’t coddle you.

It doesn’t sedate you.

It dares you to wake up.
Read 13 tweets
Jul 21
🚨STRATEGY ANNOUNCES $STRC (STRETCH)🚨

You're about to understand a financial engineering move so insane, it makes traditional equity look like Monopoly money.👇Image
$STRC is Strategy's Variable Rate Series A Perpetual Stretch Preferred Stock.

It’s not equity.

It’s not debt.

It’s a new financial lifeform. Optimized to do one thing:

Convert fiat into Bitcoin at velocity.
$STRC pays a variable monthly dividend - starting at 9% per annum - compounded if unpaid, and paid in cash.

But here’s the kicker:

Strategy can tweak the rate each month to keep $STRC trading near $100 par like a synthetic stablecoin with yield.

You're not buying stock.

You're buying a yield-targeted Bitcoin conduit.
Read 12 tweets
Jul 18
🚨HOW STRATEGY BECOMES A $20 TRILLION COMPANY🚨

Strategy's ascension to the world's most valuable company is INEVITABLE. This is not fantasy.

I can show you how it happens - EASILY. 👇Image
Snapshot foundation:

Strategy controls 601,550 BTC worth $70.8B at $117,724/BTC.

Enterprise Value $131.0B; mNAV 1.85 (EV / BTC NAV);

Market Cap $119.3B; Debt $8.224B (12% of BTC NAV);

Preferred $3.521B (5%); Open Interest $110.6B;

Implied Vol 49%; 30D Vol 52%; 1Y Vol 94%;

MSTR returns: 3M +33%, 1Y +172%, BSE +3,324%.

A $60.2B premium (EV minus BTC NAV) already prices scarcity gateway + disciplined capital stack before full product monetization.
Ultimate target: 1,000,000 BTC and hyper‑monetization price $21,000,000/BTC → base treasury $21T.

To clear $50T equity needs uplift factor ≈2.38 (mNAV + ancillary PV).

Gap from 601,550 to 1,000,000 is 398,450 BTC.

Strategic altitude shrinks; execution risk materially reduced.

The mountain is smaller than most realize.
Read 16 tweets
Jul 16
🔥THE ULTIMATE WAY TO VALUE BITCOIN TREASURY COMPANIES🔥

This is the P/BYD RATIO developed by Bitcoin Wizard Jesse Myers (@Croesus_BTC).

Goodbye P/E ratios and other archaic valuation methods!

If you've still value Bitcoin treasury companies by price-to-earnings, congratulations:

You've been timing the apocalypse with a sundial.

🧵Here's how to find the DEALS in the BTC treasury game👇Image
P/BYD = Price to Bitcoin Yield Delivered

Think of it like P/E for Bitcoin-native equity...

But instead of measuring how long it takes to earn your dollars back via profits, it tells you:

How long until the Bitcoin I overpaid for is delivered back to me?
Here’s the formula:

y = log(mNAV) / n*log(1+BYD)

Where:

y = years to shareholder Bitcoin parity

mNAV = Market cap / NAV (Bitcoin per share)

BYD = Bitcoin Yield Delivered via dilution

n = # of issuance periods per year
Read 13 tweets
Jul 14
🚨BREAKING: FEDERAL RESERVE SAYS BANKS CAN NOW CUSTODY BITCOIN🚨

This is arguably the most bullish development in the history of Bitcoin.

🧵You are NOT prepared for what's coming👇Image
BANKS HAVE LOST MONETARY SOVEREIGNTY.

If the Fed has to authorize JPMorgan to hold Bitcoin, it means Bitcoin has already won.

You don’t allow your enemy's weapon in your vault unless you’re already under siege.
THE CUSTODIAN TRAP IS A LAST-DITCH LURE.

Banks are now saying, “Don’t self-custody. We’ll keep it safe for you.”

Translation: "Let us rewrap your sovereign money in paper IOUs and trap you back in the fiat matrix."

It’s like handing your sword to the enemy and asking them to “sharpen it.”
Read 10 tweets
Jul 12
🧵Fiat Didn’t Make You Poor. It Made You STUPID.

Inflation is a cognitive cancer draining 13 IQ points worth of brain-bandwidth, while Bitcoin REWIRES YOU for LONG-TERM GENIUS.

Let's unpack the FACTS tha proves this REALITY👇Image
Inflation = hidden tax on attention.

When every grocery trip costs more than last week, your prefrontal cortex spends its RAM on survival math instead of creativity.

Chronic financial stress literally reduces working memory and problem-solving capacity.
High inflation jacks up time-preference.

Cash behaves like a melting ice cube, so the “rational” move is YOLO consumption: fast fashion, 8-second TikToks, buy-now-pay-later everything.

A culture of disposable goods is just monetary debasement expressed in plastic.
Read 14 tweets

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