Louis

Founder & CEO @mimesiscapital 研山資本 | Father, Investor, #Bitcoin Capitalist, Collector | Views are my own. No financial advice.

Public Key

npub1kznjv5rsa5hkvpmhz3wrlwztd8kwa7aa00afwucux98dtpldzvrs487zc4

NIP-05 Address

louis@vlt.ge

NIP-57 Address

cyanduck1@primal.net

Profile Code

nprofile1qqstpfex2pcw6tmxqam3ghplhp9knm8wlw7hh75hwvwrznk4slk3xpcpzemhxue69uhhyetvv9ujumn0wd68ytnzv9hxgqg5waehxw309ahx7um5wghxcvpswqhx7un82m4ufr

Publishing to

relay.nostr.band

nostr.l00p.org

relay.noswhere.com

Author Public Key

npub1kznjv5rsa5hkvpmhz3wrlwztd8kwa7aa00afwucux98dtpldzvrs487zc4

Show more details

Last Notes

2024-09-18 05:10:26

Contrary to popular belief, Bitcoin is the most conservative and risk-averse asset with significant potential upside compared to other assets.

2024-09-04 03:25:09

I have been unsuccessfully shilling Nostr to my normie friends. They all use Insta and obviously don’t own bitcoin.
How can I do better?

2024-09-01 08:52:09

@npub1sg6…f63m's push for decentralization is honorable. He has done things that is very hard for most tech CEO.
#note1cdd…jlhw

2024-08-27 16:41:24

There is only one individual among all the institutions.
His name is Satoshi Nakamoto.
He is the world’s wealthiest anonymous.
https://m.primal.net/KQEd.jpg

2024-08-27 01:26:03

U can literally earn money by posting good post.
#note1ypw…0nga

2024-08-01 03:08:31

Why hasn’t anyone suggest presidential candidates to do a fund raising on Nostr?

2024-07-26 05:49:37

We win over Elon’s X if we got B emoji with #Bitcoin. Let’s make it happen.

2024-04-20 01:02:56

Happy Halving!

2024-04-10 15:34:19

@npub1qny…95gx poked the cyber hornet. In a good way. A lot needs to discuss.

2024-04-10 15:22:12

Jack confirmed it’s true. I still wondered why. #note1543…y769

2024-04-10 15:20:02

- reply

What’s your take on this?

2024-04-10 04:01:21

@npub1qny…95gx is playing a 3D chess game to force Saylor to fund Bitcoin Devs.

2024-04-04 07:54:29

- reply

What is it?

2024-04-04 06:04:06

Haven’t post for a while. Anything that excites you on the #nostr land?

2024-03-06 04:34:10

Zen https://image.nostr.build/b323d6e9b24e76ecce7fd2cbea0df797edea82f5ee7d6b6ee4ff04cb71648b12.jpg

2024-03-05 03:33:53

GM https://image.nostr.build/ce8e7a5fc2c14b54219af6e34f9dd0d06ca7f62864c8979f0bcfcca2ddc4078e.jpg

2024-03-03 13:03:08

Better than nothing. https://image.nostr.build/c1da2afab02376b6fbf0f5df4f1ca436eb6f37ec3432d30524d163d80ef7176a.jpg

2024-03-02 15:41:08

I am seeing more contents about Bitcoin Atlantis on X.com rather than Nostr. Guys, we need to post more. Thank u.

2024-03-02 12:08:45

“We truly have micropayments on the internet, finally…I can literally have a great post, get some zaps and get a taco down the street - it’s here, it exists.” - @npub1sg6…f63m on #nostr

2024-03-01 15:03:38

“Everyone you encounter is an opportunity to improve the world by gaining their support for Bitcoin.” - @saylor at @BitcoinAtlantis

2024-03-01 13:35:13

It’s cheap to save in Bitcoin once to understand it.
It’s expensive to save in Dollar once you experience the inflation.
It’s risky to save in Stocks once you learn that a few actually survived.

2024-03-01 12:10:20

Selling Bitcoin is stupidity.

2024-02-29 13:21:23

Every asset is going to be demonetized by Bitcoin.
Every software application is going to be demonetized by AI.

2024-02-28 19:18:57

The wealthy class used to be those who own real estate or tech companies. Now, the new wealthy class is those who own Bitcoin.

2024-02-28 19:09:34

I like Nostr.

2024-02-28 19:07:56

- reply

Godspeed my friend.

2024-02-28 18:59:47

Stay humble, stack Bitcoin.

2024-02-28 11:41:35

Bitcoin looks like it will hit 60K after the New 9 starting to trade on the US market open.

2024-02-27 14:43:55

https://image.nostr.build/2741ef7af4220ea0798ea18611fcca3de992f6d37908d209fa1021e628bb84ef.jpg

2024-02-23 17:03:24

“Duh.” - Satoshi Nakamoto https://image.nostr.build/d7a50c3510b297bd2a209f3f4ca94f97b989027e8942488363f4d5cb341793a7.jpg

2024-02-23 16:36:39

Satoshi Nakamoto. https://image.nostr.build/08634a64218e51bb27656a16c3bfb35fb23d3a9ddfa115a6b47dca11dbcf0f51.jpg

2024-02-23 16:27:24

“A key aspect of Bitcoin is that the security of the network grows as the size of the network and the amount of value that needs to be protected grows.” - Satoshi Nakamoto

2024-02-23 12:54:23

Block reported strong revenue growth. @npub1sg6…f63m https://image.nostr.build/454961f63273baacfc66d0248da88746e3127d9f480c9c80aae506ea389a9d78.jpg

2024-02-23 04:56:01

Simplest and hardest strategy is buy and hold Bitcoin. This is how you outperform 99.99% of people.

2024-02-22 11:19:43

I notice everyone is talking about how Stan Druckenmiller has recently killed it with his bet on $NVDA, but has anyone checked on @saylor's $10 billion dollar position on Bitcoin?
Who do you think is the better investor?

2024-02-20 02:29:44

https://image.nostr.build/1a791539456dbd54e6c95c7c0d4afef720938bd45db70b0c91b5b5892f8505d6.jpg

2024-02-19 10:37:14

Ignore the Tradfi intellectuals. They have fiat minds.
Embrace technology, optimism, and hard money. Be a winner.
Stack harder. Stay humble. Live on the Bitcoin Standard, not the Fiat Standard.

2024-02-19 07:26:16

Some tradfi bros, macro larpers, and gold bugs hate on Bitcoin because they have been massively underperformed. They can’t swallow their losses because of ego, so they use their fiat intellect to attack Bitcoin which they can’t comprehend.

2024-02-19 07:02:31

Recession will only make Bitcoin stronger. Fed will cut rate and print money to prop up the hardest money ever created. So don’t worry about it.

2024-02-18 13:10:14

Taiwan is a special place for technology.
We got TSMC, worth about $657 billion, one of the top ten companies in the world.
We are also the birth place for NVDA, worth about $1.8 trillion, one of the top ten companies in the world.
We are also the largest chip supplier for Bitcoin mining. Bitcoin is worth $1 trillion.
I am massively bullish on Taiwan. We are entering a 20 yrs of accelerating growth by capturing two of the biggest markets in the world, AI and Bitcoin.

2024-02-18 07:58:35

- reply

The world is flat.

2024-02-18 06:05:03

https://image.nostr.build/05d5e1bee7a9ce3f14194131b8b38b25ab506fb02a4b4b1e7b518522fe64ce8b.jpg

2024-02-18 05:54:57

$IBIT closed with a $5.2 billion AUM after 5 weeks of trading, which represented 50% of BlackRock’s total net flow for all their ETF products.
Adopting Bitcoin is a crazy successful strategy to BlackRock and Larry Fink.

2024-02-16 14:39:08

Do not urge to sell in a bull market. There is no top and no one can time it perfectly.

2024-02-16 09:00:03

The Bitcoin Layer 2 debate is going to heat up during the bull market. Right now, Lightning is the only one that can be considered a real Bitcoin Layer 2 at scale. The rest, with tokens, are going to rug-pull you.

2024-02-15 00:39:40

Bitcoin is tough not to own.

2024-02-12 17:22:53

Bitcoin is unstoppable.

2024-02-11 09:49:16

https://image.nostr.build/7b7a7eb2dd6c12874a5ec7a3ca1b8c81a03efa130e7d200eb9e5a108c4a0dd6d.jpg

2024-02-11 07:26:05

The majority of investors do not think Bitcoin can surpass Gold's market cap. They base their conventional thoughts on not making an effort to understand Bitcoin as a new standard for scarce desirable money.
The market always moves against lazy and conventional thinking. The price discovery will be so volatile and shock these people by surprise. And just like that Bitcoin has surpassed Gold and move on for the next battle.

2024-02-09 20:13:34

Happy Chinese New Year! 龍年快樂!🐉

2024-02-08 16:42:50

🤌 https://image.nostr.build/1659f5b13fb04a1ae4e158019dd2423f1f663de96452363c73618e11cceb03df.jpg

2024-02-07 11:02:39

If a Bitcoin L2 solution has a token attached to it, and the team is using it as a fundraising method along with some tokenomics, be careful; these are scams trying to profit from less knowledgeable people. The actual L2 solutions, like the Lightning Network, have no token; all you use is Bitcoin.

2024-02-06 17:34:27

Bitcoin Layer 2 or Bitcoin off-chain scaling solutions are the next big technological developments that have the potential to unlock the utility of Bitcoin as a medium of exchange.

2024-02-05 13:37:52

Satoshi created Bitcoin in 2009 and left shortly thereafter, when the price of Bitcoin was still less than a dollar.
Since then, his Bitcoin holdings have outperformed every other asset on the planet by simply doing nothing.

2024-02-04 23:34:05

GM https://image.nostr.build/eb49fb9d26137d6997e5e99efdad10f632405bdfd39e1451e14c80ee54811f23.jpg

2024-02-04 04:00:15

The suffering comes from not knowing money is broken

2024-02-03 18:33:53

The best approach is to ignore the Stock-to-Flow (S2F) or Power Law model. Instead, embrace the mentality that if Bitcoin is not going to zero, it's going to a million.

2024-02-03 04:55:04

https://image.nostr.build/60bee98c777c1ae46f5a789cff16cb9885f0b42399473ab0b0ddc5533a2c2be5.jpg

2024-02-02 17:09:52

$Meta and $nvda continue to make ATH, which shows that investors are overweighting AI in the short term. These capital will flow as new narrative emerges.
My view is #Bitcoin becomes the next narrative that everyone trying to jump on.

2024-02-02 05:00:40

Ark Invest increases its $ARKB position to 19% of its portfolio. At this point, why holding back? 50% or even 100% allocation is reasonable.

2024-01-31 19:32:10

Cash flow is effective when money isn't devalued.
For instance, if the money supply doubles and a business generates a 10% cash flow, it's insufficient to offset the rate of money printing. In fact, in this scenario, the business effectively loses 90% against inflation.

2024-01-31 06:07:44

Preach https://image.nostr.build/f2189c39bd65232367c2c3d51ebdcaf77531a36e7bf25b97b817b2f4a5c844d3.jpg

2024-01-30 17:09:57

The story of next decade is how Bitcoin overtook Gold, becoming the king of commodities. The rest is noise.
Stay focused and do not sell your Bitcoin.

2024-01-30 02:35:25

The New 9 added 6,399 BTC, bringing the total AUM to 140,178 BTC.

2024-01-28 03:41:18

People can do whatever they want with their bitcoin. Sometimes the reason may sound absurd to you, but you have to carry on and mind your own business. All I can say is, do not sell your Bitcoin.

2024-01-27 07:59:19

As of today, the New 9 has added 8,486 BTC, now sitting at a total of 133,767 BTC in AUM.

2024-01-25 12:54:38

https://image.nostr.build/4d66336a4bb22efe213b29867b5f028f1dec17b211a06773b9208024ec97f6a2.jpg

2024-01-25 07:42:59

https://image.nostr.build/8dd043ca60da5cdc92f3c5bf34fd7c9b997305fd2129124bc194e308bc1aeaf8.jpg

2024-01-25 04:29:49

Another 10,618 BTC are added to the Bitcoin ETFs. They’re now sitting on 119,200 BTC. Just matter of time they surpass MicroStrategy’s stack.

2024-01-24 12:53:07

I was thinking US regulated Bitcoin ETFs can be globally accessible on day one. I was wrong. There are a lot of push back and prohibition coming from governments and companies like Vanguard and UBS.

2024-01-21 14:35:44

DO NOT SELL UR #BITCOIN .

2024-01-21 09:50:49

https://image.nostr.build/2055aa5620976c5fa765c513bf204fbcc905a0ea144758a3d07497b45feda68c.jpg

2024-01-21 05:18:11

Wealthy individuals understand their money isn't real, so they invest in scarce and desirable real assets like real estate, gold, art, and equity. Once they recognize Bitcoin as a finite, scarce monetary good, they'll buy in large amounts, driving its price so high that average people may not be able to afford a single Bitcoin.

2024-01-20 03:58:00

3% of Bitcoin’s total supply is now managed by Bitcoin ETFs.
This is only the beginning.

2024-01-19 17:58:56

我最近接受了台灣最具影響力的金融媒體《財訊》的採訪，討論了比特幣ETFs對比特幣以及財富管理的影響。
Recently featured in Wealth Magazine or 財訊, Taiwan's leading financial media, discussing the impact of Bitcoin ETFs on #Bitcoin and wealth management.
wealth.com.tw/articles/cac77…

2024-01-19 05:57:02

Excluding GBTC, Bitcoin ETFs added approximately 68,933 BTC, creating a positive inflow of $2.8 billion in just about a week of trading days. This is equivalent to 36% of MicroStrategy's Bitcoin holdings, a number that took MicroStrategy about two quarters to achieve.

2024-01-16 10:03:26

Saw this. I am here to spread the news. https://image.nostr.build/8ef578c99376f482ecb89a8d6f1abfe99a8577326ad322e9d541425e06b2113e.jpg

2024-01-10 22:51:09

Congratulations to all my followers who have front run Bitcoin ETFs. You deserve it!

2024-01-08 16:31:03

- reply

I agree.
https://damus.io/note1se529a7ptpffwexyww4xlqmrz0q2e78lm7xxl5n9je60793m3j0q3ezuhh

2024-01-08 14:58:59

In the light of Bitcoin ETFs and institutional adoption like BlackRock's, I want to express concerns about the future of Bitcoin-only companies.
ETFs will intensify competition for these companies. Most new investors, both retail and institutional, will likely prefer ETFs for Bitcoin exposure, leading to increased competition, reduced market share, and slower growth for Bitcoin companies.
Bitcoin ETFs offer an 'Amazon-like' experience: easy access with a single click, no extra KYC or brokerage, simplified custody, and straightforward exposure, leverage, and estate planning. Moreover, they have massive marketing budgets and a vast network of financial advisors. These are advantages that Bitcoin-only companies lack.
Bitcoin companies must find ways to differentiate from ETFs. This could be through education, self-custody, direct Bitcoin ownership, or technologically advanced Bitcoin products. The path isn't clear in the short term, but in the long term innovation is the key. These companies need to focus on building infrastructure based on Bitcoin and its layers, a challenging but necessary strategy to thrive and out compete institutional players.
The next four years will be critical. I expect many Bitcoin companies wouldn’t survive the competition and get out compete by the Wall Street incumbents. However for those who survive, they will become more valuable.
For full disclosure, I own shares in many companies focusing exclusively on Bitcoin. I express my views based on my investing experience in the Bitcoin industry and my role in running a family office. My unique blend of experience enables me to think critically about various aspects of the market that others might overlook.

2024-01-08 09:52:24

Many people are unaware and underestimate the amount of international capital that will flow into Bitcoin ETFs.
My banker at UBS told me that every client will be able to buy Bitcoin ETFs once they start trading.
UBS has HNW clients everywhere, including US, China, Japan, Taiwan, Switzerland, and Singapore. They will sell Bitcoin ETFs to their billionaire clients just like they sell treasury bonds, corporate bonds, and funds.

2024-01-07 15:31:42

If you think #Bitcoin will stop innovating after the introduction of ETFs, you don't understand its nature as a monetary protocol, and you are essentially betting against Bitcoin and its innovations.

2024-01-07 09:23:56

“Yes I know the dangers, but I’m having some anyway.” https://image.nostr.build/85dc74c5b95376c56641b9460b999a6b27cec8bee82c5119896bc56a160e216e.jpg

2024-01-07 01:20:56

The world has never seen an asset with a finite supply being applied to ETFs.
#Bitcoin

2024-01-06 14:03:55

The biggest winner in this cycle is not the issuers of the Bitcoin ETF but the #Bitcoin hodlers who have front run the Wall Street for 15 years.

2023-12-27 14:03:40

Many say that once a #Bitcoin ETF is available, there will be no demand for proxies like $MSTR. I disagree.
A relevant comparison is between index funds and Berkshire Hathaway. Index funds track the S&P 500, while Berkshire is akin to a stock picker aiming to outperform the indexes.
Similarly, $MSTR could outperform a Bitcoin ETF as it offers strategic advantages like intelligent leverage and business opportunities in emerging technologies, mirroring how Berkshire outperforms index funds through strategic stock selections and business operations.

2023-12-23 09:49:22

Imagine, with a #Bitcoin ETF, the majority of investors are just one phone call or one message away from allocating 1% of their portfolio to Bitcoin.

2023-12-21 07:14:13

Do you think central banks should own Bitcoin directly under their own custody or through a Bitcoin ETF? Remember the Fed was buying Bond ETF during Covid-Crisis?
Most of us are over-underestimated the ETF effect once there is option on the market.
https://www.kiplinger.com/article/investing/t022-c009-s001-the-fed-is-buying-etfs-now-what.html

2023-12-17 15:51:09

Today, I met a wealthy boomer woman during a tea ceremony. Intrigued by #Bitcoin , she shared her experience with me. Although she had traded MSTR and GBTC for exposure, she hadn't delved into the spot market. I ask her why. Her reason was straightforward:
The lack of time to set up an account and learn how to manage keys.
This is why a #Bitcoin ETF is transformative. It could forever change the landscape, making Bitcoin accessible to those who, like her, are searching for simplicity in getting exposure to Bitcoin.
FYI The tea ceremony 🍵 https://image.nostr.build/7f4ec5d74123f69234278e665b790a1a92aeeb1310ba78a82ea7c7399774662f.jpg

2023-12-10 08:54:19

In a high fee environment, onboarding people with non-custodial wallet can be very challenging and expensive. More people will be pushed to use custodial wallet. Lightning doesn’t fix this.

2023-12-04 06:34:16

Just bought bitcoin through Primal using my credit card. 🙌🔥

2023-11-18 07:42:52

Keep posting on Nostr.

2023-10-30 07:03:39

Gorgeous coffee cup.
#coffeechain https://image.nostr.build/6d7e99de2c341af023f6fbef6acc3acf77a49fe6721ccbdb48499bc326cde2c4.jpg

2023-10-30 05:31:53

#Bitcoin +118% YTD
Microtstrategy ($MSTR) +180% YTD
Block ($SQ) -38% YTD
What does this tell you?

2023-10-27 13:52:42

Just open up CNBC 🤡 https://video.nostr.build/06fb8588aba8e2edc1ea1a6ea30f5355c90397c1f08dc417f354bdf0bde09d74.mov

2023-10-07 05:04:52

See u there! #note1auj…mzu3

2023-10-01 03:00:27

Gm. Ukraine has cancelled its presidential election. https://image.nostr.build/00162e206a8c490969f4070306f5bc2546b6238a0292b5f0f5751930434fbc6e.jpg

2023-09-09 02:54:05

Commercial banks have incurred $558 billion in unrealized losses from holding bonds. https://image.nostr.build/07cc0ac5fe0385925d0f72f9f5dfba658e3bda4898fe369f6f18366452466e5a.jpg

2023-09-06 08:07:55

谷關 https://image.nostr.build/94479201773d352511d01476b0a93b734304f048c8e8aca375e90805442d9899.jpg

2023-08-31 16:06:59

The other side of the view.
https://research.gavekal.com/article/making-sense-of-the-china-meltdown-story/