halalmoney

Freedom. Justice. #Bitcoin

https://stacker.news/r/halalmoney

Last Notes

2026-02-02 21:46:33 UTC

*Bitcoin is a time-weighted asset masquerading as a price-based one*
https://stacker.news/items/1424663/r/halalmoney

2026-02-01 15:52:05 UTC

*BTC sovereignty is mathematically elegant but socially expensive and perimeter-fragile.
Gold sovereignty is technologically dumb but perimeter-resilient and legally fuzzier.*
#nevent1q…dwwn

2026-02-01 08:43:21 UTC

*Bitcoin's claim to better money is a function of its attributes, not a function of how others are acting in the moment.
I do believe that whether Bitcoin's attributes will necessarily lead to widespread adoption and value accumulation is an open question. For various reasons, a socially preferable money may not be preferable at the individual level given current circumstances, leading to a "failure to launch" situation. So maybe what changed is the assessment of the launch probability?*
https://stacker.news/items/1423540/r/halalmoney?commentId=1423559

2026-02-01 08:38:46 UTC

*We can stand still and live a meaningless existence at the humanity level, or move forward taking risks.*
#nevent1q…vpq3

2026-01-31 23:14:27 UTC

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https://media.tenor.com/bdPoxh9QSWcAAAAC/rebel-rebellion.gif

2026-01-31 22:52:14 UTC

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This is a great article. Thanks for writing this.
We live in a complex world (which generally means most emphatic predictions are proven wrong); your article gentle pulls on these various strands of complexity to build a compelling narrative.

2026-01-31 22:13:37 UTC

*The supply shock matters, but its impact depends on the structural adoption phase it coincides with—the size of the addressable market, the nature of new entrants, the macroeconomic context, the available use cases. What happens when you knock over the domino depends where they other dominoes are standing. A halving during sovereign adoption will have different magnitude effects than a halving during retail speculation, not because the mechanism changed but because the adoption phase changed.*
#nevent1q…jkp9

2026-01-31 09:32:24 UTC

*If people are credulous enough to believe that agents have minds of their own and they should be treated as such, it's entirely possible we end up in the stupid world where the statistical average of the internet is in charge of our lives (hiring, paying, transacting). That sounds bad. If this is skynet, it's the kafka version where we built a Babbage mechanical calculator and for some inscrutable reason repeatedly decided to abide by its outputs.*
https://stacker.news/items/1423094/r/halalmoney

2026-01-28 22:48:01 UTC

*"The state" is ephemeral because it can be divided against itself. Every state has a shadow-state or rival state lying in wait. This is the closest thing to market dynamics we can get in a natural monopoly that there is always an apex force.*
https://stacker.news/items/1421604/r/halalmoney?commentId=1421694

2026-01-25 20:34:31 UTC

https://cdn.nostrcheck.me/637a2f1da5d2fc1976c14ec00f8eae4015afe99bb2554f1d537d0086a169dd8f/e1ba34ac37eb6407fb74921a82693aec25c6290cdf0053e2147aeef2c94f9ce6.webp

2026-01-24 21:39:02 UTC

🍰
*belief and delusion… are related only in that they are points of view without incontrovertible proof in their favor. Delusion is believing something that is incontrovertibly false.
Belief is an ingredient of delusion like flour is an ingredient of cake. But flour is not cake and cake is not flour.*
https://stacker.news/items/1418727/r/halalmoney?commentId=1418841

2026-01-22 23:33:34 UTC

*when trust frays in the financial system hard assets regain prominence. The lesson is simple: geopolitics cannot be separated from markets. They are intertwined and ignoring that link can be costly. The prudent move is not just to watch these developments but to be structurally prepared well ahead of such episodes*
https://stacker.news/items/1417355/r/halalmoney?commentId=1417529

2026-01-22 23:23:37 UTC

*If Saylor's buys truly don't move the market consistently in any direction, that suggests that exchange orderbooks are only a small fraction of the latent supply of bitcoins in the market, since Saylor is buying OTC.
The exchanges themselves may also be willing to sell Bitcoin on a very elastic basis, since they probably don't have a strong preference for either dollars or Bitcoin, they make money off volume and they only need enough holdings to cover withdrawal events.*
https://stacker.news/items/1417367/r/halalmoney?commentId=1417460