#bitcoin

Anthony Pompliano claims he adopted bitcoin before traditional financial institutions and is now doing the same with artificial intelligence alongside Silvia. He asserts that banks and RIAs will eventually catch on, but his group will remain ahead.

Satd is a domain-specific language designed for filtering and matching Bitcoin transactions based on customizable policies. It allows users to define rules using conditions on transaction inputs, outputs, scripts, and other on-chain data. The language enables efficient parsing and evaluation of Bitcoin transaction patterns for use in wallets, analytics, and compliance tools.

Bitcoin's price has dropped, but adoption continues to increase. The author argues that price eventually aligns with reality, benefiting those who remain unemotional.

Markovian is a protocol that provides keyless, Bitcoin-anchored provenance for AI agent outputs. It enables verification that an output was produced by a specific AI agent at a specific time, without requiring cryptographic keys, by anchoring proofs directly to the Bitcoin blockchain.

A Bitcoin proponent argues that selling Bitcoin because it is gaining mainstream legitimacy contradicts the original thesis that it would evolve from a fringe experiment into core financial infrastructure, and that this integration is the payoff, not a betrayal.

Investor Avi Felman said he sold his core Bitcoin in 2025 because the regime has shifted from monetary policy to real economic change and transformative technologies. He still sees Bitcoin as a good trading asset, but believes its valuation now requires specific fuel to sustain momentum.

Anthony Pompliano stated in an interview that Bitcoin's price will recover when buyer demand exceeds seller supply. He also argued that American open-source AI models represent the future of the technology.

Anthony Pompliano interviewed investor Avi Felman about his decision to sell all of his bitcoin and crypto holdings, the AI trade, the memory stock boom, biotech and defense tech positions, rare earth minerals, and the psychology of trading volatile markets. Felman also discussed what would make him buy bitcoin again, the Hyperliquid thesis, and why index fund returns may be lower going forward.

The post questions whether the traditional 4-year market cycle remains relevant, accompanied by a video discussing the topic.

Strategy (formerly MicroStrategy) is considering selling up to $1.25 billion in Bitcoin to address growing investor concerns about its leveraged cryptocurrency holdings. The company plans to use proceeds to reduce debt and shore up its balance sheet, aiming to ease market jitters over its aggressive Bitcoin acquisition strategy.

The article argues that neither Bitcoin nor stablecoins are truly stable assets. It criticizes the volatility of Bitcoin as a store of value and questions the reliability of stablecoins, suggesting they are not as secure or stable as their proponents claim.

A prediction is made that profits generated from AI investments will eventually rotate back into bitcoin and gold.

Strategy (formerly MicroStrategy) disclosed it may sell up to $1.25 billion of its Bitcoin holdings over the next three months through an at-the-market equity offering program, as the company looks to raise capital for general corporate purposes.

Billionaire investor Jeremy Grantham predicts Bitcoin will eventually "dwindle away with a whimper," arguing that the cryptocurrency lacks intrinsic value and resembles a speculative bubble. He expects it to decline significantly over time as investor enthusiasm fades.

A new website called "Am I Millionaire?" offers to email users when their Bitcoin holdings reach a $1 million valuation. Users enter the average price they paid for Bitcoin and the site calculates the market price needed for their stack to hit the million-dollar mark, sending an alert when that price is reached.

Pompliano shares notes from an interview with @jvisserlabs on AI: the buildout is early innings with energy and chip shortages; Google trails OpenAI and Anthropic; agentic commerce may raise unemployment but boost GDP; Bitcoin could strengthen with stablecoin transactions; HBM/memory demand is a national security issue; CapEx may stagnate short-term before reaccelerating toward AGI.

Anthony Pompliano and Jordi Visser discuss the AI trade outlook, memory shortages, leading AI models, agentic loops replacing jobs, bitcoin and the debasement trade, and market preferences for the rest of the year in a new podcast episode.

Michael Saylor's company, Strategy (formerly MicroStrategy), faces increasing financial pressure as Bitcoin prices continue to decline, leaving the firm with limited options to manage its substantial Bitcoin holdings and debt obligations.

Bitcoin is described as a check on destructive decision-making by bureaucrats.

The article examines circumstantial evidence linking cypherpunk Len Sassaman to Satoshi Nakamoto, including his cryptographic expertise, work on the Byzantine Generals' Problem, and the coincidence of Satoshi's disappearance with Sassaman's death in 2011.

Bitcoin has dropped below $60,000, reaching its lowest price since October 2024. The decline extends recent losses for the cryptocurrency, which has struggled to maintain upward momentum amid broader market uncertainty.

Bitcoin fell to its lowest level in 20 months, dropping below $26,000, as a broader sell-off in risk assets and regulatory concerns weighed on cryptocurrency markets. The decline reflects worsening investor sentiment amid macroeconomic uncertainty and tightening monetary policy.

Svartnod is a tool that allows users to prove a file existed at a specific point in time by anchoring its hash into the Bitcoin blockchain and then verifying the proof against their own Bitcoin node, eliminating the need to trust a third party.

Hal Finney, a cryptography pioneer and early Bitcoin contributor, was not present for Bitcoin's launch in 2009. Forensic analysis indicates that despite his close involvement, he missed the initial release of the software, a detail often overlooked in Bitcoin's history.

Prediction markets indicate that Strategy's recent Bitcoin sale may have been a misstep, with traders assigning a high probability that the company will buy back BTC at a higher price. The sale, intended to raise capital, could backfire if Bitcoin's price continues to rise, potentially undermining the company's long-term bitcoin accumulation strategy.

A Hacker News user asks what current technology or investment opportunity resembles Bitcoin in 2010, seeking early-stage, high-risk, high-potential ideas that mainstream attention has not yet reached.

Bitcoin traded near $64,000 as U.S. spot Bitcoin ETFs recorded a sixth consecutive week of net outflows, signaling continued selling pressure. The prolonged ETF outflows have contributed to Bitcoin's price stagnation, with investors showing caution amid macroeconomic uncertainty.

Conduit is a self-hosted Bitcoin Lightning payment tool that enables AI agents to send and receive payments autonomously. It provides a lightweight server for managing Lightning node connections and APIs, allowing developers to integrate payments into AI agent workflows.

Anthony Pompliano and @jvisserlabs discussed the recent weakness from hyperscalers, the rise of open source AI models, the Mythos/Fable 5 situation for governments and investors, Kevin Warsh's first Fed press conference, inflation outlook, why bitcoin remains in a bear market, and related topics in a podcast episode.

Anthony Pompliano sat down with J. Visser for a wide-ranging discussion covering weakness among hyperscalers, the rise of open source AI models, the implications of the Mythos/Fable 5 situation for governments and investors, Kevin Warsh's first Fed press conference, the inflation outlook, and why bitcoin remains in a bear market.