Bitcoin’s performance comes in violent repricings. You blink and it rips another 30%. Miss its 10 best days a year, and even owning Bitcoin the other 355 days historically loses money. This is why we HODL. Bitcoin rewards humility. Stay humble. Stack sats. HODL.

Bitcoin is ripping. Why? Tonight: why Washington is fighting the long end, why Japan and AI are making the problem worse, why Treasury is reaching for new liquidity tools, and why scarcity is king when the price of capital gets managed. New livestream with @jackmallers at 6pm ET 👇

Demand always finds supply. Bitcoin is the first monetary asset whose supply can’t respond to demand. No mine, factory, or anyone can make more bitcoin because demand rises. The market has to find supply at a higher price. Welcome to true scarcity.

Japan was always the exception used to justify runaway debt. 200%+ debt/GDP and no formal default. Now the US is helping defend the yen while Treasury expands buybacks for “liquidity support”. Turns out, we’re starting to look a lot more like Japan... Study Japan. Buy Bitcoin.

Tonight's episode is not about price or macro. We are bringing Bitcoin back to first principles. Bitcoin 101: How Can Bitcoin Be Worth Anything? What is value? Why does anything have value? Who and what gives bitcoin value? New Mailbag Monday with @jackmallers at 6pm ET 👇

Broken money turns everyone into a speculator. When saving no longer feels like a path to a home, our kids buy Dogecoin and bet on March Madness. “Everything finance” apps are just Las Vegas in your pocket. Bitcoin is savings technology. Shitcoins are gambling technology.

Strike is proud to stand with @bitcoinpolicy and this coalition. Attackers already use AI without limits. The people defending against them shouldn't be the ones held back. Give defenders access to the best tools, and frontier AI becomes one of the strongest defenses we have. It's time to give defenders the tools they deserve.

AI has changed the economics of Bitcoin security. The cost of finding vulnerabilities has collapsed. Coldcard. BTCPay Server. The Bitcoin Red Team. Open source software. AI agents. What "secure" means now. New Mailbag Monday LIVE with @jackmallers at 6pm ET

Yesterday I began fully integrating the @OpenAI trust cyber program into my Bitcoin Red Team efforts. This morning I woke up to see this. I am now being blocked from doing additional analysis on a codebase which I've already responsibly disclosed to, and have received confirmation had legitimate findings. To be clear, this is after having already KYC'd and completed the onboarding process months ago to use the cyber capabilities OpenAI has to offer. I am now prevented from being able to continue the investigation in a further effort to make sure their code changes are sufficient, as well as understand if there are other issues that have yet to be discovered. It absolutely guts me as a patriotic American to have to do this, but I will be going back to using Chinese open source models to conduct my research to protect Bitcoin infrastructure. Black hats will not hit these issues. The white hats will. We've hit a local minima in policy. Intelligence is unrestricted for those who don't follow rules, and those who engadge in harm reduction are left on the sidelines. What are we doing in this country? How is this keeping people safe? Please do something @DavidSacks @sama @realDonaldTrump

There is a critical vulnerability being actively exploited on BTCPay Server, which can result in the loss of funds. Please update your BTCPayServer to 2.4.2 by going to Admin Dashboard -> Server -> Maintenance -> Update & verify the 2.4.2 version string in the footer. If you are unable to update right away, turn off your BTCPay Server to prevent unauthorized access until you can update.

Every week we ship new features to make Strike the best place to bank on bitcoin. Last week we shipped three things: beneficiary planning, account switching, and a profile card that's uniquely yours. Here's a closer look 🧵

This week’s episode is not about markets or macro. Today Jack breaks down private keys, randomness, the Coldcard incident, seed migration, multisig, and what Bitcoin custody actually means for Main Street. Back to first principles. LIVE with @jackmallers today at 6pm ET 👇

Keeping your bitcoin safe is the most important thing we do. Strike comes with a wide set of security features designed to protect your account. Here's how each one works 🧵