Ph.D. in Computer Science, P&D in #Bitcoin, Ω, 🏴☠️
Joined May 2019
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BTC/USD price forecast (unlogged) for the next 365 days (~EOY 2026) with 90% confidence bands
Bitcoin Theory retweeted
J.P. Morgan Asset Management’s base case projects Bitcoin to outperform U.S. stocks, bonds and gold over the next decade. Wall Street is doing the math.
Bitcoin Theory retweeted
UPDATE: I can confirm that the Ledger supply chain is compromised in Europe as well. @Ledger should initiate an immediate product recall to protect users.
I just purchased a second device from a different Mediamarkt location today, recorded the unboxing process, and discovered spyware once again (video linked in the second tweet).
The device was compromised in the exact same manner, featuring identical modifications (such as additional cables and an LTE module). This indicates its a widespread issue rather than an isolated incident, potentially affecting Ledger inventory across MediaMarkt and Saturn stores throughout Europe (comprising over 1,000 stores across 11 countries).
My initial hypothesis was that these devices were returns that looked unopened to the employees and were just sold again as new however, a MediaMarkt employee confirmed that the device I purchased was not a return, and that returned Ledgers are sent directly back to the manufacturer rather than resold.
Store records show the inventory originated from Aqipa GmbH. While Ledger's CTO was unsure if Aqipa serves as the direct distributor between Ledger and MediaMarkt, it appears to be the case. Given that Aqipa distributes across Europe, any physical retail store receiving stock through them may be at risk.
I sent the first ledger to mark and the second one is going to ledger now, so that they can analyse it.
If you purchased a ledger from anyone other than the official ledger store, make sure to check your device!!
Bitcoin Theory retweeted
Left to right: e-SIM, CPU with firmware able to recognize Ledger's font as shown on screen and capture words as they appear on screen, and a LTE module that can connect once the seed has been fully captured.
Bitcoin Theory retweeted
Digital Credit built on Bitcoin opens a new chapter in the history of finance. $STRC
Money has existed for thousands of years, yet many people still struggle to understand how it works and what it means for their lives.
Bitcoin has sparked a new conversation about money.
Bitcoin Theory retweeted
To view more information, click here. strategy.com/mstr/vote
Bitcoin Theory retweeted
⚡🟠SUPER THRILLED TO ANNOUNCE: The HodlHabit Fund now has 1 BTC. Whole Coiner Status Achieved! 🟠⚡
0.00112271 BTC purchased for $93.73 USD at $83,482.44.
This is purchase #193 of my HodlHabit DCA fund.
Total stack: ₿1.0002 ($84,272 USD). Fund is currently +16.68% ($12,045 gain).
Some fun facts on this journey:
The first HodlHabit fund purchase was back on August 19, 2025. BTC price was $115,656, 0.009461 BTC purchased for $1,094. HodlHabit didn't even exist on X yet, I was purchasing once a month back then.
HodlHabit debuted on X in November, started DCA'ing weekly in December.
HodlHabit officially launched in March, and daily DCA started in April. Since inception, the fund was almost always in the red, except for April and May. After a couple more red months, it finally turned green in August.
Average buy price across all purchases: $374. Smallest purchase ever: $41. Largest ever: $3,081.
The fund's average purchase price is currently $72,150, but remember, this whole journey started buying at $115,000.
HodlHabit exists to help more people take a long term, disciplined approach to Bitcoin. DCA'ing strips away the burden of chasing tops and bottoms. It's the best strategy to overcome the psychological biases that can wreck an investment plan.
I use HodlHabit every single day. It keeps me on my plan, and it's helping hundreds of other Bitcoiners who've already subscribed.
This journey has been amazing. Thank you to everyone who has been following @HodlHabit.
Next goal? 2 BTC for the HodlHabit fund, and 2,000 Bitcoiners using the product, building their own charts, and taking back their financial sovereignty.
The future is bright, and this is just the beginning. LFG!!! 🟠⚡
Bitcoin Theory retweeted
On Tuesday, I joined @BitcoinConner for a fireside chat at @bitcoinpolicy’s Freedom Tech DC summit to share my policy prescriptions for prosperity in the age of Digital Assets and Digital Intelligence.
Individuals and companies need a bill of digital rights, not a bill of restrictions. I believe regulators are better positioned than Congress to advance those rights.
02:24 - Digital assets taxonomy and the path from $3T to $100T
03:03 - Digital tokens, capital formation, and 10 million new companies
05:46 - Digital currency rights: stablecoins, yield, and competition
08:07 - Bitcoin as Digital Capital: bank custody, credit, and fair rules
11:25 - $1.6T of unbanked Bitcoin capital and why bank adoption matters
12:59 - Tokenized securities, self-custody, and competitive credit
15:59 - Clarity as a bill of restrictions vs. a bill of rights
18:43 - The next 24 months: CFTC, SEC, Treasury, and White House leadership
27:14 - AI agents, 24/7 markets, and 20th-century financial rails
32:03 - Why AI agents need pure digital money and digital assets
Bitcoin Theory retweeted
Last purchase before WHOLE COINER status! The HodlHabit Fund is 99% there!!! ⚡
0.00110747 BTC purchased for $94.67 USD at $85,485.32.
This is purchase #192 of my HodlHabit DCA fund.
Total stack: ₿0.9991 ($83,748 USD). Fund is currently +16.10% ($11,615 gain).
One more purchase to whole-coiner status! 🟠⚡
Bitcoin Theory retweeted
Bitcoin is an open, global reserve asset with absolute scarcity. The Investor Guide explores Bitcoin’s monetary properties, investment case, market structure, portfolio role, custody and risks. $BTC
strategy.com/bitcoin/brief
