🧵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 👇 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.

🧵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. 👇 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.

🚨STRATEGY ANNOUNCES $STRC (STRETCH)🚨

You're about to understand a financial engineering move so insane, it makes traditional equity look like Monopoly money.👇 $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.

🚨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. 👇 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.

🔥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👇 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?

🚨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👇 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.

🧵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👇 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.

🔥WHY TWENTY-ONE CAPITAL WILL HAVE MORE POWER THAN WORLD GOVERNMENTS🔥

Bitcoin will enable Jack Mallers to have more power than almost ANYONE on EARTH.

The implications of Twenty-One are STAGGERING:

🧵This will change the way you see the future of our world👇 In the twilight of fiat dominance, where central banks print illusions and nations cling to outdated borders, a new entity arises: Twenty One Capital.

This is the blueprint for a non-state sovereign, fortified by Tether's shadow dollar empire, SoftBank's trillion-dollar arsenal, and Cantor Fitzgerald's Wall Street stronghold.

Together, they forge the Second Sovereign – second only to Strategy's Bitcoin juggernaut.

This alliance doesn't seek votes or treaties; it commands liquidity, scarcity, and code, rendering governments obsolete in the monetary arena.

Prepare for a dissection of how this quadriga will eclipse state power through relentless Bitcoin accumulation and global financial reconfiguration.

🧵SWAN’S $384 MILLION BITCOIN SUPERWEAPON

The most powerful new Bitcoin capital machine is already live.

Nobody’s paying attention.

But you will, after this thread.👇 In July 2025, a quiet semiconductor company partnered with Swan Bitcoin.

No giant headlines. No CNBC special.

But under the surface, they executed a move so precise it could change the corporate treasury game forever.

It’s called Sequans.

It’s now armed with $384 million in Bitcoin-focused firepower.

🔥BITCOIN'S FINAL ATTACK ON FIAT HAS ALREADY BEGUN🔥

And the world is STILL ASLEEP.

It's not coming from nations. It's coming from corporations.

This is the most ELEGANT FINANCIAL COUP in HISTORY.

🧵This thread will change how to see the world FOREVER👇 Historically, speculative attacks were violent events:

• Soros vs the Pound (1992)
• Asia’s currency crisis (1997)
• Argentina’s peso collapse (2001)

They shorted currencies from within the system.

The new attackers?

They’re leaving the system entirely.

This is Speculative Attack 2.0.

🔥THE TRANSCENDENTAL ARGUMENT FOR GOD AND BITCOIN🔥

🧵 You can’t build a just civilization on fiat lies.

Logic, morality, and money all collapse without a transcendent anchor, and Bitcoin is the first technology to expose that fact.

This will BLOW your MIND👇 The Preconditions of Rational Civilizational Order

For civilization to function, let alone flourish, it requires:

Immutable truth (logic, math)

Objective value (ethics, justice)

Trustworthy measurement (money, time, contracts)

And a shared metaphysical anchor that transcends subjective whim.

🚨HYPERBITCOINIZATION THROUGH THE TREASURIES🚨

The next bitcoin supply shock isn’t an ETF.

It’s a corporate black-hole war for the LAST LIQUID SATS.

Treasuries now absorb almost ALL of the new issuance.

If you’re not front-running boardrooms, YOU are their EXIT LIQUIDITY.

🧵Read on, then buy.

Now.👇 Public companies already hold 767 555 BTC (3.9 % of hard cap) and are stacking over 10,000 BTC every month.

At this velocity they eclipse 1 million BTC by the end of the year... before most nation-states even file a CBDC pilot report.

🔥Why Bitcoin Will KILL the Entire $147 Trillion Bond Market🔥

The global bond market is a decomposing CORPSE.

What we're witnessing is a $147 trillion funeral...

And Bitcoin is already looting the grave.

🧵Let me explain👇 Sovereigns, corporates, munis are all kept on life support by quantitative easing morphine drips and the collective lie that “principal will be repaid".

2025 outlook: $17 TRILLION in fresh OECD sovereign issuance.

That’s not stimulus; that’s desperation refinancing to keep the Ponzi pipes flowing one more quarter.

Every new bond is a morphine pump turned up to 11.

🔥The Founding Fathers Were Bitcoin Maxis🔥

If the Founding Fathers were alive today, they’d be stacking sats and screaming “End the Fed.”

🧵Here’s why:👇 Thomas Jefferson smelled the rot two centuries ago:

“Banking establishments are more dangerous than standing armies.” - Letter to John Taylor, 1816.

Sound familiar?

Quantitative easing is just cavalry in spreadsheet form.

🔥BITCOIN & THE METAPHYSICS OF VALUE🔥

In order to understand Bitcoin, you MUST understand money.

What is money? Not the thing in your wallet.

Not the number in your app.

🧵But the most sacred, stolen technology in human history.👇 Calling money merely a 'tool' is a major disservice.

It’s more akin to a SPELL.

It coordinates billions of strangers across time, space, and consciousness.

But when this spell is corrupted, civilizations collapse.

And our current money is a lie wrapped in software, backed by violence.

🔥How TETHER Will Kill the US DOLLAR and Make BITCOIN the Global Reserve Asset🔥

What if I told you the most bullish thing for Bitcoin...

Was a stablecoin pegged to the dollar?

🧵This is the most important macro thread you’ll read all year.👇 Tether was created to stabilize crypto markets using the dollar.

But by putting even a fraction of its reserves into Bitcoin, it’s created a monetary time-bomb - one that detonates at the heart of U.S. financial hegemony.

🔥HOW ELON MUSK CAN USE BITCOIN TO SAVE AMERICA🔥

America is sprinting toward debt slavery with the TERMINAL ILLNESS of a $37 TRILLION national debt.

@ElonMusk knows that he cannot save the system from within.

🧵THIS IS HOW HE CAN SAVE IT WITH THE INFRASTRUCTURE HE ALREADY HAS: 👇 FRAMING THE PROBLEM:

Fiat is an algorithmic parasite.

Its survival function is more debt tomorrow than today.

That prints political power for a few and time-thefts everyone else.

History calls this Rome 274 AD, Weimar 1923, USSR 1991.

Only the flags change.

The Ontology of Money and the Ascent of Bitcoin

Money is the operating system of civilization, and it’s been hijacked.

🧵This is the definitive blueprint on why Bitcoin is the final correction to 5,000 years of monetary decay.👇 Prologue: Smoke over Babel

Civilizations do not collapse all at once.

They rot.

Quietly, at first... like termites hollowing the beams of a cathedral, until one day, under the weight of its own falsity, the roof caves in.

Traditional finance people call this an economic crisis.

In reality, it is more akin to a civilizational nervous breakdown, the logical conclusion of a world that has forgotten what money is.

This is not about investments.

It is about epistemology, metaphysics, and survival.

It is not meant to be trendy.

It is meant to be read when the lights go out.

🔥MICHAEL SAYLOR'S IMMORTAL CORPORATE LEVIATHAN🔥

A thread on how Strategy ($MSTR) will use its Bitcoin to eat the world.

And why you're not ready for it. 🧵👇 You think you understand what @Strategy is doing.

"Oh, they're a Bitcoin proxy." "It's an inflation hedge."

"Saylor is a maxi."

Pathetic. You're watching a chess game and calling it checkers.

This isn't a hedge. It's the formation of a weapon.

Bitcoin & The Theory of Multipolar Intelligence: A Data-Driven Analysis of a New Cognitive Elite

It’s not just about being smart.

Bitcoin’s protocol doesn't just reward high IQ; it selects for a rare synthesis of cognitive faculties.

It actively filters for financial, social, and existential intelligence.

This thread will dissect the specific, research-backed traits that define the Bitcoin-adept mind.

We're moving beyond philosophy into a data-driven analysis of a new cognitive archetype.

This isn't an opinion.

🧵It's an observable phenomenon, and the data is starting to prove it.👇 The Logical-Mathematical Mind: Verifying the Inevitable

To trust Bitcoin is to trust mathematics.

This requires a specific form of logical intelligence capable of grasping its foundational, immutable principles.

Asymmetric Cryptography:

The SHA-256 algorithm, which underpins Bitcoin's security, is a one-way function.

While modern computers can perform trillions of hashes per second (TH/s) to find a valid block, reversing a hash to find a private key is computationally infeasible.

Experts estimate that breaking a single private key with classical computers would take longer than the age of the universe.

This isn't a "strong" system; it's a fortress of pure mathematics.

Incentive-Driven Security:

Bitcoin brilliantly solved the Byzantine Generals' Problem not through altruism, but through game theory.

A 2021 paper in Games and Economic Behavior modeled this, showing that the cost to mount a sustained 51% attack far outweighs any potential profit from double-spending, making cooperation the most rational strategy.

The network's hashrate, now exceeding 600 EH/s, isn't just a number; it's a quantifiable measure of the economic incentive to protect the ledger's integrity.

Logical intelligence here isn't about being a math genius; it's about the ability to audit the system's logic and conclude that its security is an emergent property of mathematics and self-interest.

Ever wonder why Bitcoiners seem... different?

We aren't just early adopters. We're a different species.

🧵I scraped 600+ Myers Briggs reports and the results are wild.👇 In the general population INTJs are 2 % - about as rare as albino jaguars.

Among Bitcoiners? ⛓️ 1 in 4.

The Architect has officially escaped the basement and is rewriting monetary reality.

(I am an INTJ btw)... link to take the test yourself @ end of thread.