Louis

Founder & CEO @mimesiscapital 研山資本 | #Bitcoin Hodler | Views are my own. No financial advice.

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npub1kznjv5rsa5hkvpmhz3wrlwztd8kwa7aa00afwucux98dtpldzvrs487zc4

NIP-05 Address

[email protected]

Profile Code

nprofile1qqstpfex2pcw6tmxqam3ghplhp9knm8wlw7hh75hwvwrznk4slk3xpcpp4mhxue69uhkummn9ekx7mq9uksuw

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nos.lol

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npub1kznjv5rsa5hkvpmhz3wrlwztd8kwa7aa00afwucux98dtpldzvrs487zc4

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Last Notes

2025-03-03 17:22:58 CET

After you watch this, you will appreciate the world before AI takes over.
https://youtu.be/_WCFU6Z0w04?si=twjhs-70nxiJmYNu

2025-02-24 13:32:02 CET

I had a great conversation with Jake on value investing, how Bitcoin fits in a value investor’s portfolio, Bitcoin as the digital wealth, family background in fine art, and how to outperform Bitcoin.
#nevent1q…gvr8

2025-02-20 12:18:07 CET

Bitcoin is the singularity for money.
AI is the singularity for intelligence.

2025-02-19 06:32:48 CET

Do people actually sign up with Primal Premium? If yes, why?

2025-02-18 13:55:42 CET

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@nprofile…nt6l

2025-02-18 13:45:16 CET

Monthly @TaiwanBitDevs
https://m.primal.net/PBaS.jpg

2025-01-29 05:48:10 CET

Happy Chinese New Year 🧧
I wish everyone has fun with their Bitcoin in the Year of Snake.
https://m.primal.net/OFZa.jpg

2025-01-24 04:27:18 CET

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U can’t stop them anyways

2025-01-24 04:19:44 CET

The best outcome is the U.S. government focusing on Bitcoin stockpile.
The second best outcome is Crypto stockpile with Bitcoin being the largest one.
The worst outcome is no stockpile at all.

2025-01-23 08:45:29 CET

I hope Nostr will get widespread adoption during the age of deep fake and censorship.

2025-01-20 01:00:40 CET

The amount of grift in this cycle will be staggering, like nothing we have seen before. Lead by the U.S. president himself.
Remember to stay humble and stack Bitcoin.

2025-01-20 00:42:15 CET

The Trump Rug Pull.
https://m.primal.net/NotJ.jpg

2025-01-19 12:56:14 CET

https://m.primal.net/Nnkx.jpg

2025-01-18 02:09:20 CET

U.S. should print dollars to buy Bitcoin. $30 trillion debt will be wiped within a year. U.S. will be the wealthiest nation ever.

2024-11-06 04:35:25 CET

https://m.primal.net/LuDd.jpg

2024-10-21 11:16:51 CEST

https://m.primal.net/LdAP.jpg

2024-10-11 22:09:42 CEST

MicroStrategy today.
https://m.primal.net/LSov.jpg

2024-10-11 15:57:02 CEST

“The company trades at a 50% premium, with more volatility and ARR, we can build a company that has a 100% premium to $150bn worth of bitcoin and build a $300-400bn company with the biggest options market, the biggest equity market, and then we basically start to chew into the fixed income markets, and we just keep buying more bitcoin. Bitcoin is going to go to millions a coin, you know, and then we create a trillion dollar company.” - @saylor on $MSTR and #Bitcoin

2024-10-11 06:49:07 CEST

58K.gang
https://m.primal.net/LRye.jpg

2024-10-10 10:20:59 CEST

Happy Taiwan National Day! 🇹🇼
https://m.primal.net/LQua.png

2024-10-10 07:59:50 CEST

Don’t have to watch HBO documentary to know who Satoshi is.
Study #Bitcoin.
https://m.primal.net/LQoj.jpg

2024-10-09 05:07:24 CEST

Will be cool if there is a feature of zap earn overtime on @npub12vk…pugg
I want to know how much I earn daily, monthly, and yearly.

2024-10-09 04:28:57 CEST

Bitcoin is not a speculative investment if you spend thousands of hours studying it before making a rational investment decision.
People who don’t put their time in often think bitcoin is speculative.

2024-10-08 17:30:21 CEST

MicroStrategy $MSTR is the heaviest star in the Bitcoin universe, its immense mass (252,220 bitcoins) drawing in everything around it. The greater its weight, the stronger its gravitational pull, attracting liquidity from every corner of the equity market.

2024-10-08 08:10:24 CEST

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It ‘s up for sale in an auction.

2024-10-08 07:31:23 CEST

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Can it outperform BTC tho?

2024-10-08 05:31:24 CEST

30 yrs old Pu’er. Worth about 2 BTC.
https://m.primal.net/LOTx.jpg

2024-10-07 11:01:45 CEST

Drink real tea.
https://m.primal.net/LNfd.jpg

2024-10-07 04:17:51 CEST

Stacking sats is a multi-generation effort.

2024-10-07 03:50:04 CEST

Breakout is near. #Bitcoin

2024-10-06 16:02:11 CEST

The opportunity cost of not owning any Bitcoin will significantly impact your wealth in the next decade.

2024-10-06 11:44:46 CEST

Buy Bitcoin avoids the battle.
https://m.primal.net/LMpP.jpg

2024-10-06 08:04:04 CEST

Trust fund bros really need to stop buying watches and cars, and start looking into Bitcoin.

2024-10-06 06:03:53 CEST

Celebrating100K per Bitcoin.
https://m.primal.net/LMeZ.jpg

2024-10-05 16:55:53 CEST

https://m.primal.net/LMBd.jpg

2024-10-05 16:14:49 CEST

I joined pre-ETF. I don’t put Bitcoin on exchanges because I don’t trust them. Institutional custody was expensive and difficult to onboard. I have to do self-custody and I ended up with multisig setup.
I wonder how many Bitcoiners that joined post ETF are doing this.
#note1zse…mch7

2024-10-05 06:25:44 CEST

Bitcoin ETFs dominated the top 25 ETFs in 2024.
https://m.primal.net/LLgT.jpg

2024-10-05 04:51:02 CEST

If you watch Saylor, you know he has demonstrated a masterclass of Bitcoin treasury strategy.
He uses cashflow, CB, and ATM to buy Bitcoin.
And the most difficult part of his bitcoin strategy is being patient and focus.
Like most of Bitcoiners, he has suffered 70% drawdowns during the bear market. He didn’t sell or venture out. He simply HODL.

2024-10-05 04:40:27 CEST

People who refuse to learn about Bitcoin are the most critical.
https://m.primal.net/LLcv.jpg

2024-10-04 19:04:55 CEST

https://m.primal.net/LLJX.png

2024-10-04 17:45:58 CEST

Innovative development in the ETF world by
Bitwise, launching Bitcoin strategy ETFs with active management.
I think with reasonable fee, demand will be there. However, I believe $MSTR is the better choice here.
https://m.primal.net/LLGU.png

2024-10-04 07:20:12 CEST

No one could forecast the market.
https://m.primal.net/LKkR.png

2024-10-04 06:40:18 CEST

Never doubt yourself.
https://m.primal.net/LKjO.jpg

2024-10-03 19:29:08 CEST

Buying Bitcoin now…
https://m.primal.net/LKEX.jpg

2024-10-03 07:54:11 CEST

Rep Khanna: "Bitcoin that has been seized by the US government should be used as a strategic reserve asset given its potential for appreciation."
https://m.primal.net/LJWe.jpg

2024-10-02 12:10:16 CEST

How Bitcoin option will impact the market and price action.
Well written.
https://m.primal.net/LIWI.png

2024-10-02 07:53:23 CEST

Vance clearly won the debate.

2024-10-01 21:56:51 CEST

My thoughts and prayers go out to those suffering from the escalating war between Israel and Iran.

2024-10-01 15:38:44 CEST

Bitcoin’s core thesis.
https://m.primal.net/LHYK.jpg

2024-10-01 15:36:37 CEST

We are all Bitcoin Bulls now.
#note1kjf…gu5a

2024-09-30 13:48:21 CEST

Professional investors can now buy U.S Bitcoin ETFs through local brokers.
https://m.primal.net/LGWl.jpg

2024-09-27 16:48:49 CEST

Bitcoin is uniquely positioned among asset classes, poised to benefit the most from the global easing cycle, including the Fed's rate cuts and China's "Big Gun" stimulus efforts.
For the first time, U.S. banks are now allowed to custody Bitcoin, and options trading for Bitcoin ETFs is about to begin.
With only 21 million Bitcoin ever in existence, all the catalysts for a supply shock are falling into place.
Long #Bitcoin.

2024-09-27 08:39:37 CEST

Life of a Bitcoiner.
https://m.primal.net/LDRi.jpg

2024-09-26 16:07:57 CEST

The Fed is on the easing cycle.
Europe and Canada are cutting rates.
China just brings out the biggest stimulus package.
The set up is great for risk asset in general.
I will long Bitcoin and Asia.

2024-09-26 11:39:14 CEST

The worst structures to hodl Bitcoin:
1. Venture Capital Funds
2. Hedge Funds
3. Private Equity Funds

2024-09-26 03:56:32 CEST

The next big tech and asset allocation trend is #Bitcoin.

2024-09-25 05:17:21 CEST

Flood gate is opening.
https://m.primal.net/LBOa.jpg

2024-09-24 12:50:59 CEST

Coinbase is not the only crypto custodian in town when multiple banks start to offer custody solution under regulation.
Custody of coin will diversify. It is in investors’ best interest to do so.

2024-09-24 11:34:38 CEST

So true.
https://m.primal.net/LALV.jpg

2024-09-24 09:28:02 CEST

If I had to choose one Bitcoin company to invest in, I would choose MicroStrategy.
https://m.primal.net/LAFZ.jpg

2024-09-24 06:12:10 CEST

Bitcoin hasn't yet priced in the massive easing from central banks that is expected to occur in the next 12 months.

2024-09-22 16:11:34 CEST

This is the cycle where traditional financial firms will dominate the Bitcoin market, whether you like it or not.
However, their influence and power will gradually decrease over time as new technologies built on Bitcoin emerge and eventually take over.

2024-09-22 11:44:01 CEST

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They are massive game changers.

2024-09-22 09:35:27 CEST

Ask yourself:
You are lucky to buy Bitcoin, but do you have the skill and mindset to keep it?

2024-09-22 09:21:45 CEST

Bitcoin catalysts in the next 12 months:
- Option market for Bitcoin ETFs will be available for trading.
- Banks will be able to custody Bitcoin.
- Banks will offer Bitcoin backed loans.

2024-09-20 14:34:44 CEST

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It’s not binary is my point.

2024-09-20 11:40:12 CEST

I listened to @npub1gdu…6nak and @npub15dq…lm5m's recent podcast, which sparked controversy for many listeners on the issue of BTC yield.
My takeaway is that both sides can be valid in the non-binary world we live in.
Someone like Saifedean would keep his Bitcoin in cold storage, avoiding any risk for yield. On the other hand, someone like Saylor might choose to risk a portion of his Bitcoin for yield.
There’s no right or wrong, just differing risk appetites and approaches to risk management.
In the future, corporations like banks will offer institutional-grade Bitcoin yield products, unlike what we saw with Celsius and BlockFi.
This future will coexist alongside Bitcoin in cold storage, and it’s a wonderful scenario where capitalism provides users with options. I don’t view it as a bad or fiat like idea.

2024-09-20 07:30:28 CEST

We are on our way to $100K per Bitcoin.
https://m.primal.net/KvVB.jpg

2024-09-20 07:28:14 CEST

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Bill Miller should be on Nostr.

2024-09-19 21:15:30 CEST

The easing cycle is a great setup for asset like Bitcoin. We shall see Bitcoin outperforms every asset class in 2025.

2024-09-18 20:28:28 CEST

50 bps cut.
https://m.primal.net/KuBu.jpg

2024-09-18 07:10:26 CEST

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

2024-09-17 20:35:18 CEST

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Supply chain hacking is an issue.

2024-09-17 20:31:07 CEST

Hezbollah exploding pager story is a wild cyber attack.
This leads me to think about Bitcoin hardware like nodes, cold wallets and miners.
They can be a target of cyber hacking.

2024-09-17 12:55:48 CEST

I wake up every morning using Grok to digest the newest update on the topic I followed the most. It’s very convenient.
I hope Nostr can have sth equivalent.
https://m.primal.net/Ksdq.png

2024-09-13 11:08:53 CEST

I felt the same when I embarked on our investment in Bitcoin, trying to break the generational curse and turn it into generational wealth. Some people criticize, while others encourage.
https://m.primal.net/Kobh.jpg

2024-09-12 17:59:52 CEST

How to curate your friend:
Make sure they own enough Bitcoin.

2024-09-12 11:59:49 CEST

You will be better off invest in Bitcoin instead of chasing the next big thing in Blockchain and AI.
Invest wisely.

2024-09-11 14:18:51 CEST

Ask yourself how would you store value over long periods of time.
And then think about Bitcoin.
https://m.primal.net/KmmP.jpg

2024-09-10 02:11:46 CEST

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21 years not that crazy.

2024-09-10 02:06:14 CEST

Friends call me crazy when I say Bitcoin is going to $13 million in 21 years according to Saylor.

2024-09-09 05:07:03 CEST

Bitcoin will climb the wall of worries.
All we need to do is hold on to it and not keep worrying about its price action.

2024-09-08 06:13:12 CEST

Yellen has confidence in soft landing. Printer is ready if she is wrong. Expect a new wave of money printer goes brrr.
https://m.primal.net/KjCK.jpg

2024-09-07 17:48:16 CEST

The best time to buy is when everyone in fear.

2024-09-07 06:38:09 CEST

Every single time. #Bitcoin
https://m.primal.net/Khgu.jpg

2024-09-07 06:28:29 CEST

When the fear is running the market, only the brave one will have the courage to buy.

2024-09-06 17:05:07 CEST

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Dr. Bull

2024-09-06 16:46:00 CEST

1st rule of Bitcoin: Buy it.
2nd rule of Bitcoin: Hodl it.
3rd rule of Bitcoin: Don’t over leverage it.

2024-09-06 16:39:22 CEST

Risk assets react poorly to the risk of weaken job market.

2024-09-06 16:37:11 CEST

Fed has been consistent and transparent on their rate policy. 25 bbp cut is most likely.

2024-09-06 15:03:52 CEST

There is overwhelming support and consensus on soft landing. The Fed wants it so do the market. However, the unemployment data is telling a different story.

2024-09-06 08:32:43 CEST

Bitcoin price action is signaling risk-off. Stock market should take a notice.
https://www.bloomberg.com/news/articles/2024-09-06/bitcoin-btc-taking-cue-from-stocks-as-us-jobs-data-loom

2024-09-06 06:00:53 CEST

Allen Litchtman, the man who successfully predicted the U.S. presidential election in the past 40 years, is predicting Kamala Harris will win.
If he placed his bet on his prediction each time, he would turn 1 dollars into 1024 dollars. That’s 102400% of compounding return.
https://youtu.be/xE22XjWEyQE?si=sIIYL8PgJDAXbDyx

2024-09-06 05:04:43 CEST

BlackRock Bitcoin ETF has ZERO outflow yesterday.

2024-09-06 03:11:59 CEST

Buffett’s cash pile is now $300 billion.
To put that in comparison, that’s 1/3 of Bitcoin’s market capitalization.

2024-09-05 20:13:03 CEST

"We will make America the world capital of crypto and Bitcoin." – Donald Trump

2024-09-05 18:07:47 CEST

The potential black swan for Bitcoin and risk assets is the market has over underestimated the trend in unemployment rate.

2024-09-05 17:59:56 CEST

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It lags.

2024-09-05 17:59:22 CEST

The equity market has top for now and it’s just starting to go through a correction sparked by the unemployment rate and the weaker economy. The AI sector is cooling off for now until Nvidia’s BlackWell release in Q4. Whether or not we have entered a recession is unknown, but any bad economy data will continue to drive the market lower. The market can still have a strong rally but it will depends on strong overriding on the current trend in the unemployment data.
The good news is the Fed will cut rate and release liquidity to the market but the effect will not immediately affect the market price action. It tends to kick a month or two before the market bottoms.
I could be wrong and I am wrong often.

2024-09-05 17:46:12 CEST

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The market will not respond to liquidity increase and the Fed cut until few months later. Meanwhile market is in consolidation or mid-cycle correction.