Yukio Mizuta

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npub1qqqqqpeqd49sztj8velhp7d3ghx20y28qzd5h97ax3xgczft4wmqmncm3q

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nprofile1qqsqqqqqqusx6jcp9erkvlmslxc5tn98j9rspx6tjlwngnyvpy46hdspz3mhxue69uhhyetvv9ujuerpd46hxtnfduqs6amnwvaz7tmwdaejumr0ds8xtdh3

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relay.damus.io

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npub1qqqqqpeqd49sztj8velhp7d3ghx20y28qzd5h97ax3xgczft4wmqmncm3q

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Last Notes

2026-04-10 19:14:40 CEST

- reply

I didn't see that. Can you elaborate please?

2026-04-10 10:34:58 CEST

The world's most important shipping lane just started running on Bitcoin.
Governments have spent decades building a financial system designed to control who can trade, with whom, and on what terms. SWIFT. Sanctions. Dollar dominance. The entire architecture of modern geopolitics rests on one assumption: you cannot move value without permission.
The Strait of Hormuz just cracked that assumption open.
Since February 28th, the U.S. and Israel have been at war with Iran. Iran closed the Strait — the narrow chokepoint through which roughly 20% of the world's daily oil supply once flowed freely — and triggered the largest energy supply disruption in the history of the global oil market.
States responded the way states always do: with more intervention. Emergency releases from strategic reserves. Temporary sanction lifts.
The IEA pledged 400 million barrels from reserve. Every lever pulled in every direction — and oil still hit $103 a barrel in March, with the EIA projecting a peak near $115/barrel in Q2.
Central planning, as Hayek warned, cannot substitute for the distributed knowledge of free markets. The crisis proved it in real time.
// Breaking Development
Iran just turned the Strait into a Bitcoin tollbooth.
Ships must email Iranian authorities with cargo details. Once cleared, they have a few seconds to send payment — $1 per barrel of oil on board — to an Iranian-controlled wallet. A fully loaded supertanker: up to $2 million per vessel. The fees "can't be traced or confiscated due to sanctions," an Iranian official told the Financial Times.
Stablecoins like USDT were considered and rejected. They carry backdoors for asset seizure — precisely the kind of state-controlled choke point that makes them useless here. Bitcoin was chosen because it cannot be stopped.
That is not a bug. That is the entire point.
BTC / Feb 28 open
$74,000
BTC / early March low
$65,000
BTC / post-ceasefire
$72,500
Oil / Q2 EIA forecast
$115/bbl
// Price Action
Bitcoin's journey through this crisis tells a nuanced story. When the conflict escalated in early March, BTC dropped from $74K to $65K — institutional investors liquidating liquid assets to cover equity margin calls. Understandable. Predictable. Wrong, in retrospect.
Despite selling off on every negative headline, Bitcoin recovered to higher lows each time — eventually outperforming gold, the S&P 500, and Asian equities. Bitcoin was actually the first asset to price the war, the only liquid market open when strikes began on a Saturday. Once a ceasefire appeared likely, it moved from $68K to $72.5K. Further gains followed when the Bitcoin toll payments were confirmed.
The market is beginning to understand what is actually happening here.
// The Case For & Against
▲ BULL CASE
The Hormuz tollbooth creates structural, non-speculative BTC demand — inelastic demand from the real economy. Shipping companies aren't buying Bitcoin because they believe in sound money. They're buying it because it's the only door that opens. Iran is not the only sanctioned state watching. Russia, Venezuela, North Korea — every government locked out of the dollar system now has a live proof-of-concept.
▼ BEAR CASE
Oil-driven inflation may force the Fed to delay cuts or hike rates, strengthening the dollar and compressing risk appetite. Energy costs drain the disposable income that flows into savings. Mining costs rise. The ceasefire is fragile — described as "a pause, not a durable settlement." Another escalation means another round of margin-call liquidations.
// Zoom Out
The lesson of Hayek is that spontaneous order emerges when you remove artificial barriers to voluntary exchange. What we are watching is not Bitcoin being adopted because anyone planned it — it is Bitcoin filling a vacuum the state-controlled financial system could not fill.
Censorship resistance. Permissionless settlement. No counterparty with a blacklist.
The state built a financial cage. Bitcoin is becoming the gap in the bars.
That's not a price prediction. That's a structural shift — happening right now, one tanker at a time.
#bitcoin #hormuz #soundmoney #geopolitics #freedom #hayek #nostr

2026-03-20 09:58:59 CET

⚡️ When Hashrate Migrates to AI: What It Really Means for Bitcoin
There’s a growing narrative that the rise of AI—specifically the explosion of demand for GPUs and data‑center compute—will “steal” resources from Bitcoin mining. Some even claim that Bitcoin’s security model is threatened because capital and energy are flowing toward AI instead of SHA‑256 hashing.
This view misunderstands both how markets allocate resources and what makes Bitcoin antifragile.
Let’s break it down.
🧠 1. Markets Don’t “Steal” Resources — They Reallocate Them Efficiently
From a Hayekian perspective, the migration of computational power toward AI is not a threat; it’s a signal.
Prices are information. Capital flows toward its highest‑valued use.
If GPUs or energy are more profitably deployed in AI inference or training than in Bitcoin mining, that simply means:
- AI currently provides higher marginal value
- Bitcoin mining difficulty will adjust
- The network will continue operating securely
Bitcoin doesn’t need to “win” every hardware bidding war. It only needs to maintain enough hashrate to make attacks economically irrational. Difficulty ensures that.
🔄 2. Bitcoin’s Security Model Is Designed for Competition
Bitcoin mining is a global, permissionless market. It expects competition for energy and hardware.
In fact, competition strengthens Bitcoin:
- Inefficient miners get priced out
- Efficient miners survive
- The network becomes more robust
If AI demand raises energy prices, Bitcoin miners must innovate—cheaper energy sources, better cooling, stranded energy, methane capture, immersion systems. This is exactly how Bitcoin mining has historically evolved.
Bitcoin thrives under pressure because pressure forces optimization.
⚙️ 3. ASICs Are Not Competing With GPUs
A common misconception: “AI is taking compute away from Bitcoin.”
But Bitcoin mining uses ASICs, not GPUs.
ASICs are single‑purpose machines. They cannot train LLMs. They cannot run inference. They cannot be repurposed for AI.
So the idea that AI compute demand will “pull” ASICs away from Bitcoin is simply false.
The only shared input is energy, and Bitcoin is already the global buyer of last resort for energy that would otherwise be wasted.
🌍 4. The Real Competition Is for Energy — and Bitcoin Wins on Marginal Cost
AI workloads require stable, high‑quality, expensive energy.
Bitcoin miners can operate on:
- stranded gas
- curtailed renewables
- off‑grid hydro
- flare mitigation
- waste heat recapture
- intermittent energy sources
AI cannot.
Bitcoin is the only industry that can profitably monetize otherwise unusable energy. That gives it a structural advantage in the long run.
🧩 5. The Migration to AI May Actually Strengthen Bitcoin
Here’s the counterintuitive part:
AI demand for compute may accelerate Bitcoin’s long‑term dominance.
Why?
- AI pushes energy innovation
- Energy innovation lowers costs
- Lower costs benefit miners disproportionately
- Miners become more distributed and efficient
- Bitcoin’s security budget becomes more sustainable
AI is forcing a global upgrade of energy infrastructure. Bitcoin is perfectly positioned to monetize the excess capacity that inevitably emerges.
🔐 6. Bitcoin’s Security Doesn’t Depend on Infinite Hashrate
Bitcoin’s security depends on:
- economic incentives
- decentralization
- difficulty adjustment
- the cost of attacking vs. the cost of mining honestly
Even if some capital flows to AI, Bitcoin remains secure as long as attacking it is more expensive than mining it.
And because Bitcoin is the only asset with a direct link between energy expenditure and monetary issuance, it will always attract miners when the price rises.
🧭 7. The Free‑Market View: Let the Competition Happen
A free market doesn’t guarantee comfort.
It guarantees truth.
If AI temporarily outbids Bitcoin for energy, that’s not a crisis—it’s a discovery process.
Bitcoin adjusts.
Miners adapt.
The network continues producing blocks every 10 minutes.
This is the beauty of decentralized systems:
They don’t need protection. They need competition.
⚡️ Final Thought
The migration of computational power toward AI is not a threat to Bitcoin—it’s a validation of the free‑market principles Bitcoin was built on.
Bitcoin doesn’t need to dominate every industry.
It only needs to remain the most secure, decentralized, and censorship‑resistant monetary network on Earth.
And that doesn’t change just because GPUs are busy training chatbots.

2026-03-19 10:23:40 CET

“Every weirdo in the world is on my wavelength.”
― Thomas Pynchon

2026-03-18 11:38:49 CET

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Good morning @npub1sjc…jx9d. I hope you're having a great week. Thank you for the sat my fren. Have a nice day 😉😊

2026-03-18 11:33:31 CET

“In the world I am
Always a stranger
I do not understand its language
It does not understand my silence”
― Bei Dao

2026-03-18 09:43:46 CET

“Sometimes you lose a battle. But mischief always wins the war”
― John Green

2026-03-18 09:17:05 CET

Gm Cryptonauts. 😉😊
We did it! We reached the highest point of the working week. From now on everything is downhill. So, take a deep breath, relax and flow with the flow.

2026-03-16 09:24:54 CET

“Sometimes, the best way to help someone is just to be near them.”
― Veronica Roth

2026-03-16 09:20:00 CET

Gm Cryptonauts. 😉😊
Happy Monday. Let's start this week with the right foot giving it all to reach our goals. I wish you a productive week. Have a nice day.

2026-03-13 09:02:55 CET

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Good morning @npub1j6j…g7fw. I hope you had a great week. Have a nice day and enjoy your weekend my fren 😉😊

2026-03-13 08:50:45 CET

Gm Cryptonauts. 😉😊
We did it! We reached the last day of the working week.
Pat yourself on the back, relax and be proud of your achievements. Enjoy your weekend, you deserve it. Have a nice day fam.

2026-03-10 11:25:20 CET

“Well, I must endure the presence of a few caterpillars if I wish to become acquainted with the butterflies.”
― Antoine de Saint-Exupéry

2026-03-10 09:39:28 CET

Gm Cryptonauts 😉😊
Happy Tuesday. I hope you started the week with the right foot. If not, don't worry, you still have time for catching up. Have a nice day fam.

2026-03-09 12:33:36 CET

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Lately I'm a "let it go" kind of person... What about you?

2026-03-09 12:31:07 CET

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Like when you remember your prom, for example. You remember with who you went but not what you breakfast or what socks did you used... Unless it is relevant for the story of your life.

2026-03-09 12:26:36 CET

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I think the phrase explains that our memories are selective pieces of moments not a ledger of entries about what it is going in our life.

2026-03-09 12:21:41 CET

“We do not remember days, we remember moments.”
― Jennifer Niven

2026-03-09 08:25:39 CET

Gm Cryptonauts. 😉😊
Happy Monday, I hope you had a nice weekend and that you're ready to tackle this week. Have a nice day fam.

2026-03-06 10:08:11 CET

Gm Cryptonauts. 😉😊
We did it! We reached the last day of the working week. Well done. Pat yourself on the back, be proud of your achievements and enjoy your weekend. You deserve it. Have a nice day fam.

2026-03-05 14:01:41 CET

“That which you believe becomes your world.”
― Richard Matheson

2026-03-05 12:54:34 CET

“What do you fear, lady?" [Aragorn] asked.
"A cage," [Éowyn] said. "To stay behind bars, until use and old age accept them, and all chance of doing great deeds is gone beyond recall or desire.”
― J.R.R. Tolkien

2026-03-05 09:09:21 CET

“Nothing takes the taste out of peanut butter quite like unrequited love.”
― Charles M. Schulz

2026-03-05 09:06:44 CET

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Good morning, @npub1j6j…g7fw. How are you today? I hope you're fine and enjoying the week so far. Have a nice day my fren 😉😊

2026-03-05 08:36:45 CET

Gm Cryptonauts. 😉😊
Happy Thursday, I hope everyone is fine and having a great week. Have a nice day fam.

2026-03-04 14:39:25 CET

“Some things are more precious because they don't last long.”
― Oscar Wilde

2026-03-04 09:28:29 CET

Gm Cryptonauts. 😉😊
We did it! We reached the highest point of the working week. From now on everything is downhill. So, relax, take a deep breath and flow with the flow.

2026-03-03 18:23:33 CET

“I never forget a face, but in your case I'll be glad to make an exception.”
― Groucho Marx

2026-03-02 14:43:45 CET

“No one is useless in this world who lightens the burdens of another.”
― Charles Dickens

2026-03-02 09:46:32 CET

GM Cryptonauts! 😉😊
Welcome to March! Let's start this month off right and give it our all to achieve our goals. So, take a deep breath, focus, and go for it! Have a great day, everyone!

2026-02-27 21:13:56 CET

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Good evening @npub1dpm…76um. I hope you had a great day. Enjoy your weekend fam 😉😊

2026-02-27 11:27:11 CET

“True friends are always together in spirit.”
― L.M. Montgomery

2026-02-27 09:26:59 CET

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Good morning @npub1j6j…g7fw, how are you my fren? I hope you had a great week and now you're ready for the weekend. Have a nice day my fren. 😉😊

2026-02-27 09:22:08 CET

Gm Cryptonauts 😉😊
We did it! We reached the highest point of the working week. So, pat yourself on the back, feel proud of your achievements, and enjoy your weekend. You deserve it. Have a nice Friday fam.

2026-02-26 20:55:38 CET

“Life is a mirror: if you frown at it, it frowns back; if you smile, it returns the greeting.”
― William Makepeace Thackeray

2026-02-26 17:28:12 CET

“The things we love destroy us every time, lad. Remember that.”
― George R.R. Martin

2026-02-26 16:50:28 CET

“With enough courage, you can do without a reputation.”
― Margaret Mitchell

2026-02-26 16:44:51 CET

“With enough courage, you can do without a reputation.”
― Margaret Mitchell

2026-02-26 15:12:31 CET

“Not everything that is faced can be changed, but nothing can be changed until it is faced.”
― James Baldwin

2026-02-26 13:38:07 CET

“The mystery of life isn't a problem to solve, but a reality to experience.”
― Frank Herbert

2026-02-26 11:14:30 CET

“Women want love to be a novel. Men, a short story.”
― Daphne du Maurier

2026-02-26 11:07:32 CET

Gm Cryptonauts. 😉😊
Happy Thursday everyone. We are one day away from the weekend. Let's give that last push before we relax. So, keep focus and get after it. Have a nice day fam.

2026-02-26 10:59:54 CET

Gm Cryptonauts. 😉😊
Happy Thursday everyone. We are one day away from the weekend. Let's give that last push before we relax. So, keep focus and get after it. Have a nice day fam.

2026-02-25 18:46:47 CET

“You believe in a book that has talking animals, wizards, demons, sticks turning into snakes, burning bushes, food falling from the sky, people walking on water, and all sorts of magical, absurd and primitive stories, and you say that we are the ones that need help?”
― Mark Twain

2026-02-25 15:02:57 CET

“Sex is part of nature. I go along with nature.”
― Marilyn Monroe

2026-02-25 14:22:25 CET

Fiat is dead, bitcoin is the future and the future is now. 😉😊

2026-02-25 14:17:01 CET

“There is nothing more deceptive than an obvious fact.”
― Arthur Conan Doyle

2026-02-25 13:25:41 CET

“What draws people to be friends is that they see the same truth. They share it.”
― C. S. Lewis

2026-02-25 12:11:00 CET

“Freedom (n.): To ask nothing. To expect nothing. To depend on nothing.”
― Ayn Rand

2026-02-23 15:24:07 CET

“The greatness of a nation and its moral progress can be judged by the way its animals are treated.”
― Mahatma Gandhi

2026-02-23 14:42:42 CET

“Good sex is like good bridge. If you don't have a good partner, you'd better have a good hand.”
― Mae West

2026-02-23 11:21:13 CET

“He allowed himself to be swayed by his conviction that human beings are not born once and for all on the day their mothers give birth to them, but that life obliges them over and over again to give birth to themselves.”
― Gabriel García Márquez

2026-02-23 10:13:09 CET

“Another belief of mine: that everyone else my age is an adult, whereas I am merely in disguise.”
― Margaret Atwood

2026-02-23 09:39:01 CET

Gm Cryptonauts 😉😊
I hope you had a great weekend. It is time to give it all to reach our goals. So, focus, set your goals and go after them. Have a nice day and a wonderful week.

2026-02-20 13:22:32 CET

“One should always be drunk. That's all that matters...But with what? With wine, with poetry, or with virtue, as you chose. But get drunk.”
― Charles Baudelaire

2026-02-20 11:37:14 CET

“I guess that's what saying good-bye is always like--like jumping off an edge. The worst part is making the choice to do it. Once you're in the air, there's nothing you can do but let go.”
― Lauren Oliver

2026-02-20 10:39:01 CET

“I love you as certain dark things are loved, secretly, between the shadow and the soul.”
― Pablo Neruda

2026-02-20 09:13:49 CET

“The man who moves a mountain begins by carrying away small stones.”
― Confucius

2026-02-20 09:00:42 CET

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Good morning @npub1j6j…g7fw. How are you today? I hope you're fine and ready for the weekend. Have a nice day my fren. 😉😊

2026-02-20 08:59:17 CET

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Good moring @npub1l32…7wh9. I hope you had a great week. Have a nice friday. 😉😊

2026-02-20 08:38:31 CET

Gm Cryptonauts 😉😊
We did it! we reached the last day of the working week. Pat yourself in the back, be proud of your achievements and enjoy your weekend. You deserve it. Have a nice day

2026-02-19 21:46:44 CET

“However many holy words you read, however many you speak, what good will they do you if you do not act on upon them?”
― Buddha Siddhartha Guatama Shakyamuni

2026-02-19 20:03:12 CET

“The way to get started is to quit talking and begin doing. ”
― Walt Disney

2026-02-19 17:06:04 CET

“Death is so terribly final, while life is full of possibilities.”
― George R.R. Martin

2026-02-19 14:53:33 CET

“I am beginning to learn that it is the sweet, simple things of life which are the real ones after all.”
― Laura Ingalls Wilder

2026-02-19 14:09:36 CET

“No good deed goes unpunished.”
― Oscar Wilde

2026-02-19 13:23:26 CET

“What is a person, if not the marks they leave behind?”
― V.E. Schwab

2026-02-19 11:03:33 CET

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Good morning @npub1j6j…g7fw. I hope you're having a great week. Have a nice day my fren 😉😊

2026-02-19 11:02:38 CET

“It is not the length of life, but the depth.”
― Ralph Waldo Emerson

2026-02-19 08:08:42 CET

“The only person you are destined to become is the person you decide to be.”
― Ralph Waldo Emerson

2026-02-19 07:50:08 CET

Gm Cryptonauts 😉😊
We are one day away from the weekend. So, let's keep pushing to get there. Have a nice day fam

2026-02-18 20:17:04 CET

“When you trip over love, it is easy to get up. But when you fall in love, it is impossible to stand again.”
― Albert Einstein

2026-02-18 11:26:01 CET

“It is better, I think, to grab at the stars than to sit flustered because you know you cannot reach them.”
― R.A. Salvatore

2026-02-18 10:51:28 CET

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Hi @npub1l32…7wh9 . Have a nice day 😉😊

2026-02-18 10:50:25 CET

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Good morning @npub1dpm…76um. I hope the week is treating you well. Have a nice day fam 😉😊

2026-02-18 10:39:19 CET

“The past is never where you think you left it.”
― Katherine Anne Porter

2026-02-18 09:00:57 CET

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Good morning, @npub1j6j…g7fw my fren. I hope you're having a great week. Have a nice day my fren. 😉😊

2026-02-18 08:46:43 CET

Gm Cryptonauts 😉😊
We did it, we reached the highest point of the working week. Everything from now on is downhill. So, take a deep breath, relax and flow with the flow.

2026-02-17 19:48:16 CET

“Real generosity towards the future lies in giving all to the present.”
― Albert Camus

2026-02-17 18:43:28 CET

“The best way out is always through.”
― Robert Frost

2026-02-17 14:17:04 CET

“Behind this mask there is more than just flesh. Beneath this mask there is an idea... and ideas are bulletproof.”
― Alan Moore

2026-02-17 11:51:53 CET

“Lovers don't finally meet somewhere. They're in each other all along.”
― Mawlana Jalal-al-Din Rumi

2026-02-17 09:33:24 CET

Gm Cryptonauts 😉😊
I hope you started the week with the right foot. If not, don't worry, you still have time to catch up. Have a nice day fam.

2026-02-16 12:47:37 CET

“When people say impossible, they usually mean improbable.”
― Leigh Bardugo

2026-02-16 10:37:59 CET

Gm Nostr 😉😊
Happy Monday everyone. I hope you had a great weekend and that you ready to tackle this week. Have a nice day fam.

2026-02-13 13:31:50 CET

“Do not train a child to learn by force or harshness; but direct them to it by what amuses their minds, so that you may be better able to discover with accuracy the peculiar bent of the genius of each.”
― Plato

2026-02-13 11:13:10 CET

“If you are distressed by anything external, the pain is not due to the thing itself, but to your estimate of it; and this you have the power to revoke at any moment.”
― Marcus Aurelius

2026-02-13 10:23:27 CET

“You can only be young once. But you can always be immature.”
― Pat Monahan

2026-02-13 08:20:14 CET

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Good morning @npub1j6j…g7fw . I hope you had a great week. It's time to enjoy the weekend. have a pleasant day my fren 😉😊

2026-02-13 08:05:21 CET

Gm Nostr 😉😊
We did it! We reached the last day of the working week. So, take a deep breath, pat yourself on the back, and feel proud of your achievements. Have a nice day and enjoy your weekend. You deserve it.

2026-02-12 20:48:35 CET

“Freedom lies in being bold.”
― Robert Frost

2026-02-12 19:59:01 CET

“Never let anyone make you feel ordinary.”
― Taylor Jenkins Reid

2026-02-12 19:28:38 CET

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Good evening @npub1j6j…g7fw . I hope you had a great day. Enjoy your evening my fren 😉😊

2026-02-12 19:05:12 CET

“She feels in italics and thinks in CAPITALS.”
― Henry James

2026-02-12 17:12:57 CET

“He who knows all the answers has not been asked all the questions.”
― Confucius

2026-02-12 08:39:45 CET

Gm Cryptonauts 😉😊
Happy Thursday, we are one day away from the weekend. hang in there, we're almost done. Have a nice day fam.

2026-02-11 20:41:07 CET

“When I look at my life and its secret colours, I feel like bursting into tears.”
― Albert Camus

2026-02-11 19:37:29 CET

“You’ll miss the best things if you keep your eyes shut.”
― Dr. Seuss

2026-02-11 18:44:00 CET

“It isn't what we say or think that defines us, but what we do.”
― Jane Austen

2026-02-11 17:41:58 CET

“There are two ways of spreading light: to be the candle or the mirror that receives it.”
― Edith Wharton