Carl Stanley ⚡️ 13%’er Bitcoiner retweeted
Listen up kids, capitalism is not to blame. Socialism is not the answer. Fiat currency is the problem.
Carl Stanley ⚡️ 13%’er Bitcoiner retweeted
THEY’RE BUYING BITCOIN LIKE THERE WON’T BE ANY LEFT.
Not $10 million.
Not $50 million.
$286.9 MILLION.
In one corporate buying frenzy.
Strategy. Strive. Metaplanet.
Another 3,334 Bitcoin ripped off the market.
And here’s what should terrify anyone still waiting for cheaper BTC:
These companies can raise more dollars.
They cannot create more Bitcoin.
Strategy just added another 334 BTC.
Metaplanet added another 1,000.
And Strive came swinging with another 2,000 Bitcoin.
That brings Strive alone to 29,462 BTC.
Strategy now holds a staggering 848,000 Bitcoin.
And look at what that conviction has already produced.
Strategy’s 848,000 Bitcoin were acquired for roughly $64 BILLION.
Average price: just over $75,000 per BTC.
And in Q3 alone, Strategy just reported an estimated $20.91 BILLION gain on its Bitcoin holdings.
Twenty-one BILLION dollars.
In one quarter.
While Saylor keeps buying.
That’s what conviction looks like when Bitcoin starts moving.
And Strategy still has another $18.83 BILLION of capacity remaining under its MSTR at-the-market program.
The largest corporate Bitcoin treasury on Earth isn’t tapping the brakes as price approaches $90,000.
And Saylor still has billions more in firepower to buy MORE Bitcoin.
And all of this is happening as sentiment finally turns BULLISH again.
Welcome to UPTOBER.
Bitcoin just printed its highest weekly close in more than eight months.
It’s up nearly 50% over the last three months.
And now there are only ~80,000 blocks remaining until the next Bitcoin halving.
Do you see what’s happening?
The price is rising.
Corporate demand is accelerating.
The halving clock is ticking.
And the biggest buyers aren’t waiting around for another crash.
That’s what makes this moment so f'king bullish.
Because this buying frenzy is happening BEFORE Bitcoin has even reclaimed its previous all-time high.
Think about that.
If corporations are swallowing thousands of Bitcoin while BTC is still below $90,000, what happens when Bitcoin breaks through $100,000 again?
What happens when new all-time highs return?
What happens when the headlines flip from recovery to PRICE DISCOVERY?
Because UPTOBER is only the beginning.
NOVEMBULL is next.
Historically, November has been Bitcoin’s most bullish month, averaging more than a 40% gain.
And we are heading straight into it during Q4 with momentum returning, corporate accumulation accelerating, and the next halving getting closer with every single block.
This is exactly when the crowd starts waking back up.
First the sentiment changes.
Then the price starts moving.
Then the headlines return.
Then everybody who spent months waiting for lower prices suddenly realizes Bitcoin never asked for their permission to leave.
And while retail debates whether $90,000 is “too expensive,” corporations are deploying hundreds of millions to secure BTC before the next leg higher.
That’s the part people are missing.
Bitcoin isn’t running out of buyers.
It’s running out of Bitcoin.
And when an asset with an absolutely fixed supply meets a wall of capital that keeps getting bigger, there is only one release valve.
PRICE.
Welcome to Q4.
Welcome to UPTOBER.
The Bitcoin bull is awake.
Carl Stanley ⚡️ 13%’er Bitcoiner retweeted
Jeff Booth broke retirement math on this interview.
He breaks down:
• How much Bitcoin you really need to retire
• The $900 trillion wall holding back deflation
• Why every retirement plan assumes prices rise forever
After running the numbers 3 times, the conclusion stays the same.
And the number is smaller than you think:
Carl Stanley ⚡️ 13%’er Bitcoiner retweeted
It's time to think about the 2028 halving and what it could mean for BTC price.
As of now, only 1.6 years until the next halving. After prior halvings:
- 2012: ~100x rally over 12 months
- 2016: ~30x rally over 18 months
- 2020: ~8x rally over 18 months
The halving has been the quadrennial heartbeat of Bitcoin's marketing and monetization.
But in 2024, something different happened. The pattern of halving --> bull market was already established enough that people front-ran the halving. For the first time, we had a new all-time-high before the halving.
- 2024: ~4x in 18 months BEFORE halving, ~2x rally over 18 months after halving
So what will happen this cycle? Nobody really knows, but I think the precedent has been established to front-run the halving. That's the game theory now.
If the same pattern plays out this cycle, the next 1.6 years could be the most explosive time for BTC. Repeating the prior cycle would look like:
- 4x over 1.6 years: $58k (recent bottom) --> $232k at April 2028 halving
- 2x over 18 months after halving: $232k --> $464k in 2H 2029
BTC could certainly deliver diminishing returns vs the prior cycle (as it has tended to do), but at some point that trend breaks to the upside.
The key point for now is that people are likely to front-run the halving. And that could make the next 1.6 years the most exciting part of this Bitcoin cycle.
Carl Stanley ⚡️ 13%’er Bitcoiner retweeted
Everyone should be ABSOLUTELY RACING to take out a 50 YEAR MORTGAGE.
And before you start crying about debt slavery... run the numbers, bucko!
Let's say you want a $500,000 house. You are willing to put 20% down, so you borrow $400,000 after putting down $100,000. The interest rate is 6%.
30-year mortgage: $2,398/month
50-year mortgage: $2,106/month
You free up just $292.58/month.
But if you invest that in BITCOIN and it ONLY compounds at a 20% CAGR for 20 years...
You contribute $70,220 and your Bitcoin portfolio ends at $713,568.
That's roughly $643,000 of investment growth generated from what initially looks like a fairly trivial mortgage-payment difference.
And nobody actually carries a mortgage to term anyway. Let's say you carry it for that same 20 years.
Remaining on 30-year: $216,014
Remaining on 50-year: $351,200
$713,568 BTC portfolio − $135,185 extra mortgage debt = ~$578,382 CASH MONEY POCKETED
This is the crazy scaling rule:
For every $100,000 of house price, the 50-year mortgage frees ~$58.52/month, which becomes ~$142,700 at a 20% BTC CAGR over 20 years.
After accounting for the extra mortgage balance, it's still roughly $115,700 of additional net worth per $100,000 of original home price.
The entire trade is to essentially amortize an appreciating/nominally fixed liability as slowly as possible while redirecting cash flow into an asset whose CAGR massively exceeds the 6% cost of debt.
And on top of that, the US government is $40 trillion in debt.
So by doing this, you are simultaneously turning your house into a leveraged short on the United States government.
Nobody is more incentivized than them to INFLATE the REAL BURDEN of your debt away!
Save in Bitcoin!
THE GOVERNMENT WILL DEBASE FASTER THAN YOU CAN!
Carl Stanley ⚡️ 13%’er Bitcoiner retweeted
COLDCARD HACK FALLOUT WORSENS AS BITCOIN RED TEAM FINDS CRITICAL BUGS ACROSS ECOSYSTEM
@glxyresearch estimates at least 15 different attackers are now exploiting the COLDCARD vulnerability, with new theft clusters still being identified.
If your funds were stolen, report it to Galaxy’s @intangiblecoins.
Even small victim reports help identify new attackers. One report involving less than 1 BTC led researchers to uncover a previously unknown attack that siphoned 12 BTC from 126 addresses.
Meanwhile, Bitcoin developer @callebtc says an emergency Bitcoin Red Team is reviewing wallets, crypto libraries, and infrastructure, finding roughly one critical vulnerability per person per hour.
The effort is burning through ~$10,000/day in AI tokens and compute, with funding provided by @OpenSats
Carl Stanley ⚡️ 13%’er Bitcoiner retweeted
🚨 I lost what almost anyone would call a ton of bitcoin to this very sad event, so trust me. I'm in no mood to be generous.
But, "Throw away your Coldcards" now, may not be great engineering at this point. The current firmware has the fail-closed guard that many other devices in the industry still don't have.
A Mk4 on 5.6.0, the new upgraded firmware, is now more scrutinized than any competitor's device — every serious researcher spent this week reading that codebase. Discarding it for an unaudited alternative may not be the upgrade you think it is.
The answer is structural: multi-vendor multisig. One vendor being wrong should cost you one key.
Rotating to a different single vendor just moves the bet.
My remaining 2 Sats.
Carl Stanley ⚡️ 13%’er Bitcoiner retweeted
URGENT: If you own a Coldcard, read this now.
A firmware bug traced to 2021 has drained well over 1,000 Bitcoin, and Dante's tracking the number as it climbs, with reports still coming in.
Affected: MK3, reportedly MK4, Q, MK5. Migrate if you used on device RNG.
Carl Stanley ⚡️ 13%’er Bitcoiner retweeted
Replying to @RobinSeyr @CJKonstantinos
Full Episode on YouTube: youtu.be/BO-M4zRa_qU
Carl Stanley ⚡️ 13%’er Bitcoiner retweeted
The CIA Gives Their Stance On Bitcoin:
"Bitcoin is here to stay."
"Bitcoin is actually very similar to other advanced technologies and one that we have to prioritize."
@APompliano
Carl Stanley ⚡️ 13%’er Bitcoiner retweeted
After reading Saylor's thought-provoking article, I have decended on his strongest point, which is the same one I shared via my last article, "The Difference Between Influence and Authority:"
THE PRECEDENT IS THE REAL DANGER
If Bitcoin changes consensus rules to ban one category of valid transactions because a group dislikes their purpose, what's to stop future groups from banning privacy tools, stablecoin settlement, BitVM, corporate uses, or other unpopular applications?
Bitcoin is for EVERYONE and will ultimately be adopted by EVERYONE.
Or is it not? If not, are YOU the one to decide who it is for? If not you, then who? This is the real underlying issue: The Precedent.
My 2 Sats.
Carl Stanley ⚡️ 13%’er Bitcoiner retweeted
BREAKING: The ECB JUST Admitted That They Have LOST CONTROL of Bitcoin xitter.cf/i/broadcasts/1nGeLLQbW…
Carl Stanley ⚡️ 13%’er Bitcoiner retweeted
Why They Will Offer You $10M to Sell Your BTC Before 2031
-> The Dollar Engame
-> Bitcoin Replacing US Treasuries
-> Japan
@peruvian_bull about the Fork in the road ahead of us:






















