We’re living in a brand new world—nothing will ever be the same again. What made sense before was just habit: the consistent, daily reinforcement that Keynesian dollars could get you things. More fiat meant more stuff.
But those assumptions were built on sand.
Now, with perfect money, capital allocation among Bitcoiners follows a different logic. It’s grounded in real economics—Austrian economics—with a focus on hurdle rates, opportunity cost, and long-term value.
Just like Bitcoiners found each other by following reason to its conclusion, their investment choices often arrive at similar endpoints. But there’s a twist: perfect money creates a paradox. When your money appreciates exponentially for doing nothing, it becomes harder to justify spending or investing it at all.
That’s the challenge: if Bitcoiners don’t actively defend the medium of exchange property, they risk losing the very status that made them the capital allocators in the first place.
Before Bitcoin can become the default medium of exchange, it has to reach critical mass. But its strength—unparalleled appreciation—makes spending it feel irrational in the short term. The opportunity cost is too high. That disincentivizes everyday usage, which stalls progress toward mass adoption.
Bitcoiners face a choice: delay spending and preserve gains—or spend with purpose to build the future. That’s why Bitcoin capital allocation has to expand beyond ROI. The hurdle rates vary: some investments are about returns, others about aesthetics, ecosystem growth, or purpose.
Using Bitcoin as a medium of exchange doesn’t make short-term ROI sense. But it’s a long-term, purpose-driven decision. The real return? Staying in control of capital allocation. Cementing Bitcoin’s role as not just a store of value, but a currency in motion. Until that happens, fiat still wins by default—easy to earn, easy to spend.
So let’s show the world what Bitcoiners can do. Back the people, brands, and companies willing to build on Bitcoin. Prove that Bitcoiners don’t just spend—they allocate with conviction. We can mint new brands overnight simply by choosing where we spend.
That’s how we stay the capital allocators.
And right now, there is no higher ROI than securing Bitcoin’s place as the medium of exchange through a thriving circular economy.
