2017 gave us ICOs.

Sooly⚡️سولي 🇱🇧🇧🇪🇦🇪🇦🇴 — Wed, 04 Jun 2025 22:25:05 GMT

2017 gave us ICOs.
Speculative shells, sold on whitepapers and vapor.

2021 offered NFTs.
Digital trinkets, inflated by celebrity, collapsed by reality.

2025 isn’t that.
It’s Bitcoin on the balance sheet.
A different animal entirely.

Enter nostr:nprofile1qqs2xs05tluhtr6hpgsmqqxp04898gayjlyrjlexcrndv8j6el784xqpzfmhxue69uhkummnw3ezua3sdshxjmcpp4mhxue69uhkummn9ekx7mqxyy5vq & nostr:nprofile1qqsqjqj5sqd8arjsskczuugkytcdlgdg25p5jwhjg64y9tcg7hjd9hcpzpmhxue69uhkummnw3ezuamfdejszxnhwden5te0dehhxarj9ehhyctwvajhq6tvdshxgetksardlv

They didn’t build a Bitcoin company.
They turned a fading tech firm into a monetary vehicle.
Traded fiat for scarcity.
Swapped decay for durability.

Critics say it’s a hype loop.
Issue stock, buy Bitcoin, stock pumps, repeat.
But reflexivity is the rule, not the exception.
All markets are narratives until they’re not.

What matters is what you’re reflexive around.

ICOs had fake promises.
NFTs JPeGs had attention.
Bitcoin has finality. Code. Consensus. Thermodynamic cost.

That’s the difference.

Still, Bitcoin isn’t magic.
You can hold gold, real estate, or BTC, YET
If your business model sucks, it won’t save you.
It doesn’t make bad management better.
It just removes fiat as the silent killer in the background.

#MicroStrategy or #MetaPlanet are no exception.

Saylor & DC r not innovating. They’re insulating.
Fiat bleeds. Bitcoin doesn’t.
He’s not trying to beat the system.
He’s trying to survive it.

You want to criticize them? Fine.
Ask whether the business earns, builds, scales.
Ask if it’s worth the premium over #BTC.
That’s the real question.

But don’t compare this to ICOs.
Don’t mistake monetary reallocation for a trend.
This isn’t about tech cycles.
It’s about capital preservation in a fiat endgame.

#Bitcoin doesn’t solve everything.
But it solves the one thing the rest are built on.

Late #Nostr thoughts.

🟣 Not only the federal government owes…

Sooly⚡️سولي 🇱🇧🇧🇪🇦🇪🇦🇴 — Tue, 03 Jun 2025 09:14:57 GMT

🟣 Not only the federal government owes $37 trillion. America is drowning in debt.

In 2025, they'll run a $1.9 trillion deficit (more than 6% of GDP) and pay over $1.11 trillion just to cover interest. More than the entire U.S. defense budget.

By 2035, the Congressional Budget Office projects U.S. debt will hit $58 trillion, or 130% of GDP.

Moody’s has already stripped the U.S. of its last AAA credit rating.

Their warning? Debt is no longer a long-term issue. It’s now a strategic liability.

Even worst: M2 is expanding again → Up 4.2% year-over-year as of March 2025.

That’s the fastest pace since 2022. We’re watching inflationary pressure return, while real yields evaporate.

#Bonds, once the gold standard of safety, are now melting ice cubes.

And still, #Congress continues to shovel more fuel on the fire.

The latest round of extended #Trump-era tax cuts, wrapped in the ironically named “One Big Beautiful Bill,” will gut federal tax revenue by $4.5 trillion over the next decade, while offering just 1.1% additional GDP growth.

I don’t see this as #policy, but arithmetic failure.

→ As trust is dying, #capital is flocking to #Bitcoin.

The new hedge against political incompetence.

With a fixed supply of 21 million and no central issuer, Bitcoin is structurally immune.

When fiat collapses, code doesn’t beg for bailouts.

Look, we’re experiencing a coordinated, institutional repositioning: 👇

🟠 Over 59% of institutional investors in the U.S now allocate at least 10% of their #portfolios to BTC and digital #assets.

🟠 #BlackRock’s iShares Bitcoin Trust crossed $50 billion in AUM in less than a year. #Fidelity is right behind. Total spot ETF assets are projected to hit $80 billion by end of Q2 2025.

🟠 The latest #Coinbase / #EY-Parthenon survey is crystal clear: 83% of institutional investors plan to increase their #crypto allocations in 2025. 59% of them will go beyond 5% of AUM.

🟠 Nearly 100 publicly listed companies now hold BTC on their balance sheets.

🟠 #Treasury management firms are spinning up Bitcoin-specific advisory practices.

👉 Now, sovereigns are entering the game.

🟠 In March 2025, the U.S. #government consolidated seized BTC into a newly designated Strategic Bitcoin Reserve.

I see it as an admission. #BTC is no longer a threat. It’s an asset.

🟠 European central banks are buying too. Quietly, but with intent.

What was once ridiculed as “internet money” is now treated like digital gold.

#Nostr, I’m not writing about a “crypto story” here but about a capital allocation story.

The old model of relying on bonds is broken.
Real yields: gone.
Trust: gone.
The “risk-free rate” now carries systemic risk.

And we’re watching the global risk-free asset quietly shift from Treasury bonds to the hardest money ever.

𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗶𝘀 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴 𝗮𝘀 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗲𝘀𝗰𝗮𝗽𝗲 𝗵𝗮𝘁𝗰𝗵.

The world’s largest asset managers are already on it.
The next move is fully strategic.
Yours could be too.