Stack Hodl @StackHoldr

Did we just double top like in 2021? Personally I'd be shocked if that were the case... But either way, that isn't the right way to think about BTC. It goes up, it goes down, but in the long run it goes WAY up. Just remember: Every top is a local top on a long enough timeline. And the entire ride up to $111K has been riddled with anxiety for anyone who didn't have a long-term plan. So instead of worrying about short term questions that no one has an answer to (did we top)... Make a plan that works in a realistic bear and bull case and then get back to living while BTC does whatever it's going to do. That's why I built @stackwisely If you're in your first cycle, chances are you don't need to worry about this stuff... Any dip is a gift. But if you have significant wealth in BTC it's helpful to look into various versions of the future and see how your wealth would evolve. Would you survive a multi-year bear market? If you sold too soon, would you live to regret it, or would you still have plenty of BTC? You know I'm a Bitcoin perma-bull. But like many of you, I also have a family to provide for, and it's my responsibility to make sure they have a secure and comfortable life. And as our net worth started to grow to bigger numbers, I wanted to be certain that if BTC underperformed my optimistic expectations, I wasn't overexposed. The idea of selling BTC is extremely taboo amongst Bitcoiners. But every buyer needs a seller. Which means all of this record buying lately implies record selling as well. Keep that in mind next time you think you "aren't allowed" to sell your Bitcoin. What you need to do is make smart financial decisions for YOUR situation. That's why it's called personal finance. Don't let the herd make your decisions for you. Personally I knew that if I sold any BTC, I was unlikely to get it back because Bitcoin gets much harder to acquire over time. So I wanted to make sure I wouldn't be kicking myself for selling too soon when BTC got to where it's going. And I'll be honest with you: What I found by exploring various scenarios was that I likely WAS overexposed. By plugging in my BTC holdings and projecting my cost of living... the numbers told me that we would have more than enough to live well in all scenarios. But in the short term, I could lock in complete peace of mind by rebalancing my portfolio a bit. I wasn't trading BTC for fiat. I was trading it for peace of mind. And still keeping plenty of BTC for the long-run. Locking in security in both the bear and the bull case. And with kid #2 on the horizon, that security is priceless. Why am I sharing all of this when most Bitcoiners would be too scared to say that they sold some BTC? Because in 2021 I was fully bought into the "never sell" narrative too. And as a result, I ignored obvious signals of a top and watched 7 figures of wealth evaporate. That wasn't meme coin wealth, either. It was wealth I spent a decade of hard work acquiring via stressful entrepreneurship. And it went poof right in front of my eyes because I naively believed that everyone else was as bought into the "never selling" narrative as I was. If I had Stack Wisely at the time, I could have made a more clear-eyed and intelligent plan. But back to today: Do I see this as a likely top? No. But the whole point is that I no longer need to guess if it is or not. Because I have a plan that works for me. And all I need to do now is follow it. If you have significant wealth in BTC - I highly recommend making a plan that works for you. And whether your plan includes buying, selling, or taking a loan... Gift yourself the peace of mind that comes with knowing exactly what you need to do in all scenarios 🫡

Just a little reminder that the Bitcoin Conference isn't Bitcoin. We've moved beyond a small group of people who understand the asset. No single group defines BTC. Bitcoin is the savings of the future. For everyone. And in the future, every party will be a Bitcoin party.

If you're an investor you need to understand: The Trump admin made lowering the 10 year yield their primary goal. They were going to use a combination of tariffs for revenue and DOGE for spending cuts to show the bond market they were serious about cutting the deficit. They failed. And now the deficit is set to increase. This is beyond politics. If you're still cheering on a team or blaming this on "the other side" you're missing the point. This is math. And it's just history repeating. If we skip to the end, this ends with massive currency devaluations, a global reordering, and investors rushing into assets that cannot be printed. There's still ~$7 Trillion sitting in money market funds. All of that will eventually rush into something that can't be printed. And as the only credibly finite store of value asset which has consistently out-performed... Bitcoin will ultimately be the biggest winner. Here's where it gets crazy: Everyone knows they need to print. Which means people are rushing to take on even more debt because it's "free money" that they can use to lever up for the inevitable. We're seeing it with Bitcoin treasury companies and individuals. I don't know how it ends, but they've already shown they won't allow a debt collapse. And with AI a looming threat to a vast swath of white collar jobs... The debt-laden professional class threatening to default due to loss of income could end up being the domino that tips into the fiat house of cards. The amount of currency they will need to print to effectively reset the debt system is going to be mind-melting. And the use case for finite BTC that can't be printed will be blindingly obvious.

This isn't doom and gloom. It's happened throughout history and the world didn't end. Ultimately you just need some BTC to protect your portfolio. We're already seeing BlackRock sprinkle BTC into their bond portfolios for that very reason. There's still time to protect yourself. But the earlier you move the better off you'll be. Stack Sats, enjoy life.

You don't actually need much money to retire by age 30. Because when you make it, you're going to realize you still want to contribute. And since the market will reward you when you're adding value... You really just need enough to float you until you can figure out what you WANT to do with your freedom. Living with purpose > retiring early

Gamestop is up 4.20% in pre-market after announcing a purchase of 4,710 Bitcoin. Nice. They're now the 13th largest public company holder of BTC in the world. Meme stock frenzy has been successfully transmuted into permanent Bitcoin wealth.

There's probably ~100 million people blindly investing into overvalued companies via equity indexes because they think that's their best shot at a decent retirement. And to be fair, passive investing in equity indexes was the best idea until Bitcoin. It may have even been the smartest idea for most investors when Bitcoin was worth $1 Trillion. But now that Bitcoin is over $2 Trillion and the fifth most valuable asset in the world? Now that Bitcoin is being adopted by every major financial institution? It's time for the passive folks to move beyond merely keeping pace with currency debasement. It's time to embrace the innovation in savings technology that Bitcoin represents. It's time to accelerate your financial freedom.

Choose a path and fix your mind on a clear destination. Live in alignment with yourself, in service of others, and do not waver. And circumstances will align for you. Insights will flow freely. And it will feel like the universe is conspiring to make you win.

I DO NOT have an Instagram account. Someone is stealing all my content and targeting my followers by following them on instagram. They want to sell you some scam "blueprint" product. Dear scammer: This is your first and only warning to stop harassing my followers, using my likeness and stealing my content. I promise you the cash you have made in the short term will not be worth it in the long run. Karmic retribution is certain for people like you. And if you continue it will be soon.

These scammers are relentless 😂😂 One of many fake Stack's retweeting my warning. Stay safe out there.

Welcome to the institutional epoch. Bitcoin's volatility is being sucked out of it by the giga-nerds at Jane Street. And we're getting steady up and to the right price action as a result. "I want smooth and steady all the way to $1 million per coin." Larry's orders.

What if I told you 50% tariffs on Europe was a desperate attempt to stop a surging Bitcoin in its tracks the week before the Trump family could stack $2.5 Billion worth of Bitcoin via their media company. Full send imminent when the Trump bags are full.

You need to stack with urgency. There used to be a time when Bitcoin was an open secret. Most people wrote it off just based on the name alone; "Bitcoin" sounded like a silly Internet gimmick. But those who looked deeper gained an incredible advantage. And they built fortunes through information arbitrage. Now those days are over. It's 2025 and nation states, financial institutions, and corporations are rapidly gobbling up the available Bitcoin supply. But it isn't too late for you. These entities are lumbering giants. And most of the biggest ones have yet to make their move. They may now have the same information as you. But they cannot move as fast as you. And move swiftly you must. The economic system as we know it is on the cusp of incredible change. AI will upend everything we know about knowledge work within 5-10 years. But there's more opportunity today than ever before for those who seek it. If you're hoping to build a large stack, you have no choice: You must ruthlessly prioritize and focus on the highest leverage activities possible every single day. We live in an era of incredible leverage. Attune your focus. Find the biggest levers you can, and pull on them consistently. This is more than "work." You're establishing your family's claim to the Bitcoin blockchain. You're building a fortune that will echo through generations. And you're becoming the founding figure of the next great lineage. You can rest when your stack reaches escape velocity and your bloodline is secure. Until then, you need to stack with urgency 🫡

Am I worried about quantum computing breaking Bitcoin? Not anymore than I'm worried about AI wiping out all jobs and society descending into chaos as a result. Or quantum computing breaking encryption that secures online banking and military infrastructure. What happens to the value of equities in a world where quantum computing can break all digital infrastructure? The future will always be potentially chaotic. But I choose to stay optimistic. At this point there's over $2 Trillion in value locked into the Bitcoin network. And by the time quantum computing is a true threat, there will be far more than that. That means there's a multi-trillion dollar incentive to keep the network secure. Not to mention the growing incentive that nation states, corporations, and various institutions have to protect BTC. In other words: All the most powerful entities on earth will be aligned to protect BTC (including enemies with a common interest) therefore I tend to think they will find a way. As long as I've been buying Bitcoin there has been an "existential threat" that has scared some people away from BTC. It used to be that governments would ban BTC. Now they're buying it. My overall take is that humanity is never going back to inferior non-finite stores of value. In the same way that humans will never abandon electricity. Bitcoin is a civilizational breakthrough. And it's here to stay.

I'm a simple man. I just want a world where everyone concentrates all of their savings into one single asset instead of spraying and praying into a basket of inferior assets that are constantly created out of thin air.

The status quo of investing for the past 20 years: - Buy bonds created from thin air by bankrupt governments. Fund wars and profligacy in the process. - Spray money into a variety of public equities which are also created from thin air. Completely ignore the valuations. - Take out leverage on a physical building, and enjoy "gains" mostly due to fiat debasement. Pay annual mortgage interest, insurance, and repair costs. Truly ridiculous when you think about it. And so obvious that Bitcoin will continue to win.

Everyone is running a slightly different software that guides their decisions and filters their reality. Your parents installed your original software. But the things you're exposed to (books, social media algos, raw experience) influence your software the most. The results you get in life are the best way to judge whether or not you need to upgrade your OS. And you can change it at any time. Curate your inputs. Ruthlessly filter out the garbage. And seek quality sources of wisdom from people who live like you'd like to live. With the right software you can start piloting your life wherever you'd like to go. And then you're unstoppable.

Our Pi Cycle Top Projection is targeting early November with the price somewhere above $270K per Bitcoin. $300K+ per coin by this fall is well within reason. But it'd be even better if we keep cooking this bull low & slow well into 2026.

A wise man once said to get to 6.15 BTC and HODL Base case 20 years from now, those who heeded the advice will be over $61 million net worth. That's with a 27% compound annual growth rate. Apple in the past 20 years: 29% CAGR @americanhodl8

Do you think the world's first finite money that is sucking all the monetary premium from inferior assets at an accelerating pace is going to underperform Apple? Yeah, me either.