Projects
![]()
No projects found
Investors
New
DAO Treasuries
DATs
Lend / Borrow APRs
Chains
Categories
Spaces
BTCfi Evolution - Live with Chartfu
Recorded: March 18, 2026 Duration: 0:54:49Space Recording
Full Transcription
Music
Music
Music
Music
Music
Music
Music
Music
Music
Music
Music
Music
Music Music Music Music Music Music Music Music Music Music Music Music Oh I'm going to go to the next video. I Oh I'm going to go to the next video. I Thank you. Music I'm going to go to the next episode. Music Oh Oh The Oh Hey, can you hear me?
Hello, hello. Yo, it's good? Hey, guys. Hello, hello.
Yo, it's good.
Hey, guys.
Hello, Chartfoo.
Okay, just checking if it's all right.
Yeah, we can hear you good.
I can hear you good.
And I was going to add Chartfoo on stage.
So normally, we have him online right now.
Okay.
Perfect.
Shartfu, are you here?
Can you hear us correctly?
I am.
Can you hear me?
Yep.
Yeah, I can hear you good.
OK, perfect.
Great.
So yeah, I think the last session we had was back to January.
And yeah, I mean, a lot of things happened since then.
I think the beginning of this year of 2026
have been quite hectic in the market.
So I wanted to have this quick discussion with you guys.
So we will have Fakul representing GoMining
Institutional today with us,
and then with you, Chartfu,
basically to explore a bit some subjects and some topics,
mainly linked to yield and lending.
So as you can see in the description of this Twitter space,
I mean, it's going to be an open discussion as we usually do.
But we have noticed an increasing amount of comments and an increasing amount of feedback from people mainly about, I mean, the utility of Bitcoin and what could they do
more than what they usually did in the past with their Bitcoin and with their assets.
So, I mean, as we all know, things are changing quite fast.
We saw the prices that swing quite widely since a few months.
On top of that, we had as well geopolitical news that kind of make it a bit more intense with some tension
in the Middle East, with some conflict in the US, et cetera, et cetera. So, I mean, it's a
personal feeling that I see when I look at the community feedback and what is happening in the
space that, yeah, people kind of want more right now from Bitcoin than what they usually wanted, or maybe their belief changed a bit.
And I see a lot of this sentence and this narrative coming, which is that instead of just holding, they want to put their Bitcoin to work.
work. So yeah, I think that we could kick in and we could introduce this Twitter space with
just a simple question, which is, I mean, which will be to explore a bit your approach about,
or maybe your perspective about the biggest shift that you are seeing right now on how people use Bitcoin.
Obviously, traditionally speaking, it was just holding and waiting.
But now with everything that is happening everywhere around,
how do you guys approach it?
Do you have any advice or recommendation or maybe mindset
that you can adopt in order to better navigate
this current situation?
Yeah, I guess I'm seeing more...
This has been a topic for years now.
Everybody wants to...
There's been always those talks, people want to use Bitcoin.
Until now, I think the current...
Until now, the people that hold it, Bitcoin didn't want to use bitcoin until now like i think like the current like until now the people
that hold it bitcoin didn't want to do anything at all they just wanted to hold because like it was
it was going so much up that like doing like anything else just became like it was like
unnecessary and it was just like additional risk and you didn't have like trusted trusted
platforms where you could do it but now now, I can see the shift happening
because I see Bitcoin DeFi, for example, on Solana is increasing.
Trading volumes of wrapped Bitcoin on Solana
are dramatically increasing every day
because you have Bitcoin wrapped from Coinbase,
you have the wormhole one.
And then I think another part is
Bitcoin is not so volatile anymore so you
don't have that much upside as you as you used to have right so i think like now people are
starting to explore but i do think like the shift is going to actually come from
from institutional from the institutional side because i think now that you're seeing
when the institutions acquire a lot
of Bitcoin at some point
they will be the ones that will want to put it
into some use, right?
Is it lending? Is it
stuff like that? And I think
the shift
is going to come from that side
and I'm not sure when but
it's going to be coming from that side because the volatility is going to come from that side. And I'm not sure when, but it's going to be coming from that side.
Because the volatility is going to decrease.
The upside is going to increase.
So people will be looking into those parts.
But personally, I do think we needed to...
We had to get really trusted services, platforms.
Is it like centralized or decentralized?
That you can trust with your Bitcoin, right?
So I think like that's been also like a big part.
Now that we're getting like more of this,
it's going to become like much easier for people to like actually trust,
trust on that side.
Yeah, no, I'd agree with you, Chapu.
I think it's always been a trust issue.
And you're right, on the institutional side,
we're seeing the same.
I think it's, you know, historically speaking,
you couldn't even get a broker to hold your Bitcoin for you or give you access to products or borrow against it.
And that's always been a challenge.
You know, most funds, institutions need to take leverage to generate alpha.
But now that Bitcoin has very much become institutionalized,, with the introduction of the ETFs,
it's much, much easier to get an allocation into Bitcoin,
say, through the ETF or even just holding Bitcoin.
Hold it at a custodian or your prime broker,
and then they give you leverage against it.
You know, it was only, I think, during consensus,
that the Hong Kong regulator approved the ability to take leverage,
institutions to provide leverage against Bitcoin.
I mean, that's definitely a game changer and will make a big difference.
So I think it's, you know, my view is on the retail side,
it's always been about, yeah, you know,
what's the point in putting your Bitcoin to work if the price is going to go up?
But you're not going to see those parabolic levels like you used to.
And then two is the fear of moving your Bitcoin onto another network that has DeFi, you know, wrapping it.
DeFi, you know, wrapping it. No one
No one really likes that.
really likes that. But now
you're seeing protocols
that allow you to lock your Bitcoin
on the Bitcoin network and then take a loan against
it elsewhere. So from retail side, that's really
good. And then for institutions, that's great.
Plus, tradfying institutions
supporting Bitcoin
and providing leverage is only helping.
So I think, yeah, they're the big shift. So yeah,
completely agree with you.
I mean, like even the banks, like the bigger banks, like in America, started I think they're the big shift. So yeah, completely agree with you.
I mean like even the banks, like the bigger banks in America started to get like... You can take a loan against your Bitcoin now. That's huge.
That's huge. We didn't have that like a year ago, like two years ago. We didn't have that.
That's like a new thing. It increases the liquidity of the whole ecosystem, right?
And the more liquidity, the better, right?
For everyone.
And I think that point is really undervalued,
or not, sorry, isn't really understood by most people.
The fact that you can borrow against your Bitcoin,
what that actually means for liquidity.
It's a huge game changer. Unless you're close to it, you know, for liquidity. It's a huge game changer.
You know, unless you're close to it,
you just don't realize what it means.
Because think about it, you know,
it means that one, you're not,
you don't need to sell your Bitcoin.
So some, you know.
You don't need to sell.
Exactly.
You're going to buy a huge amount of Bitcoin
if you're an institution.
You're going to park it and then borrow against it
and take leverage.
That can only be a good thing, right?
Yeah. Yeah. I mean, like, when you look at, like, and then borrow against it and take leverage. That can only be a good thing, right?
Yeah. Yeah.
I mean, when you look at...
And now you look at the treasury companies that acquired so much Bitcoin.
I mean, what Sailor does is art of a different form.
But when you look at...
It is, it really is.
But I'm expecting others to do the same.
But there's so many avenues where they can go by just leveraging their Bitcoin as a treasury, right?
And then doing more stuff or acquiring more Bitcoin, right?
It opens up a whole new world.
I don't think people are aware.
This bear market has been crazy.
We've never had so much buying pressure in a bear market. it's it's like 10 times more than we ever had right yeah we had like a lot of selling
pressure as well but like it's getting absorbed like like crazy like even like without say it
like yeah but like look at sailor he's buying like people didn't believe he can buy more he's buying
like one and a half bill right absolutely crazy
yeah like people like people were like no no no he was like i remember like four months ago
like most of the people i was talking to they were like no there's no chance he can buy more
there's no chance he's basically buying like half a bill in average a week.
Like what the fuck, right?
Like it's crazy.
I don't know.
He must have a lot of sofas to find money at the back of them to buy his Bitcoin.
Yeah.
Plus I think, you know, interestingly, the 10am supposed Jane Street effect is not happening anymore.
And Bitcoin seems to be recovering.
Yeah. That's what you want of that.
But, you know, things are quite positive right now yeah but like like also like the geopolitical stuff
it's been it's been like interesting to watch now because like yeah people are fleeing to gold
right and now when you see like the war like the war always brings up bitcoin because if you want
to like if i'm in Dubai now and I
want to move my gold or any other
currency, it's not that easy.
But like with Bitcoin, like I have
it on my ledger. I can move
like a bill
on my ledger
and go to Europe, right?
That's like people
see that. People see that.
And like every's like every
time like a war happens this this this comes up and I think like it's it's
gonna become more and more obvious that that Bitcoin is better version of gold
no I agree you can't carry all your gold around within the suitcase right
I mean yeah you can like, but you have to trust.
You have to also trust a bank.
And then let's say this bank is also affected by something.
You cannot access your gold one way or another.
In times like this, in times of crisis,
having ownership of your custody of your own assets
becomes extremely, extremely important.
Yeah, no, even at a state level, I mean, look what happened with Venezuela, right?
At least here in the UK, they froze all the gold reserves,
his gold reserves, or the country's gold reserves.
So, you know, that can't happen with Bitcoin,
as long as you're self-customing it.
Yeah.
Yeah.
But like in general, like, yeah, just like people like I see it like on Solana,
it's been like pretty crazy to see like the growth of Bitcoin.
Like, and I see like when I talk to people that I know that were kind of, they didn't want to like own Bitcoin on
on Solana but like now they see out I basically can have like Bitcoin on Solana
and it's custodied by like it's assured by like Coinbase and like people are
thinking oh like I can trust Coinbase right it's regulated it's in the US
like I'm fine having like a portion? It's regulated. It's in the US.
I'm fine having a portion.
What I do think it's really important when you're doing any yield stuff,
you have to put your Bitcoin
or whatever currency
into different protocols.
You cannot just ape things into one
because then you have a lot of risk, protocol risk, different protocols. You cannot just like ape things like into one because like that becomes like
then you have like a lot of
just like a lot of risk
protocol risk
like just like failure risk.
So it's better to split it up
like in a
in a couple of departments, right?
Or a couple of protocols
or a couple of companies, right?
No, I agree.
Yeah.
I mean, the same with
exchanges or where you hold it.
You've got to diversify. You don't want to get stuck in like a Mt. Gox-style situation.
Something goes wrong, right?
Yeah, it's interesting because I feel that, you know, there is a debate that lasts forever,
which is, and I jump back about what you said about geopolitical tensions,
which is whether or not Bitcoin
can be considered as a refuge assets.
And yeah,
you have like two different schools.
Usually you have the ones
that say that not necessarily
and, you know,
oil and gold are the most safest investment that you can do.
And then on the other side, as you just said, in terms of pure accessibility and ease of use, and yeah, like, I mean, speed any other assets as easy to carry and use than Bitcoin
during those months.
Yeah, you just top up a bill, you have like a billion dollars, you just buy Bitcoin with
it and you just go with it.
You go wherever, right?
And that's...
We never had something like that.
We never had something like that. We never had something like that.
Like in any country in the world you can just come and use Bitcoin now. You can like yeah there's like
I mean you can buy houses like but like even like you can just like withdraw you can find people
that will that'll literally give you cash for Bitcoin like in any country in the world. It goes like that simple, right?
A thousand percent.
And I mean, you have more and more utilities as well as just huge protocolics,
just releasing some utilities
that make directly the link
between the Bitcoin funds and the rewards.
Like can be Visa card
or can be anything related to that that make it
but it sounds like like what you guys are doing like it's cool right like people are mining their
bitcoin and can earn like like yield now it's cool that's like that opens like up like a lot
right because like now those assets are like on top of like mining and producing like you're
actually getting like yield on. That's a completely different
universe, completely different math. And if you're doing some math on five to ten years,
it adds up, right? It adds up a lot.
Yeah, I would agree with that. I think, especially for our retail users on the GoMining side, it's a really cool way that we've done it, or at least the retail folks on the GoMining side have done it, is that you have your miner, so you now own a piece of the network, you're generating your native Bitcoin yield.
network you're generating your your native bitcoin yield it's about as secure as it can get
um you know it's the only real yield and then once you've got that bitcoin you have a number of
options so you could reinvest it you could put it to work you could spend it through the card
you can even now earn on idle balances you know travel etc. So I think, yeah, all these small feature sets
is what will really help move the direction
into people actually using their Bitcoin
rather than just holding...
It adds up. It adds up.
It takes time.
It takes time.
It's going to take time.
But it adds up.
And people are just slowly, slowly going into it.
Because now you
can get like six to seven percent like a year like instead of like getting zero like why wouldn't i
why wouldn't i take it like it's it's quite decent and if you if you if you take into account like
okay bitcoin is growing like let's say 30 a year and then like another 6% to 7%, it's pretty good.
Yeah, exactly.
And I wanted to add as well on that, that we are mentioning Bitcoin,
but there is as well obviously stablecoins.
Because this yield is, we offer it on Bitcoin
but we offer it as well on stablecoin
which reduce considerably the risk for investors and for users
and yeah I don't know if it's me
but I see stablecoins everywhere since a few weeks
you know by either regulation or by institutionals
I see a lot of payment providers as well
that are starting to heavily invest
or integrate stablecoins within their operations.
It would be nice to, I don't know,
what is your take on potentially the integration
of stablecoins within maybe BTCtc fire bitcoin defy and
like what is what like what is happening with stable coins if if you are i mean it's like like
there's not been like like that's that's what i'm that's what i'm actually saying like it's
both important for like the yield aspect of bitcoin but like also including like stable coins like until now you had like this
cohort of of owners of users of bitcoin that didn't need this stuff right they actually wanted to hold like it and they didn't need to like do much right but now that that like the volatility
is is decreasing now you have like people that want to do stuff. So integrating stablecoins into it, it's really important.
And until now, you didn't have actually good platforms
that would offer a good product that could be trusted.
But now things are popping off, right?
Now things are popping off.
Stablecoins also got regulated, right?
We're going to get some regulation on cryptocurrency
in general. So that makes it easier for big money, but also for retail users to trust it.
So I think this is only going to grow. I knew it's going to be hard with the cohort of the old
I knew it's going to be hard with the cohort of the old holders of Bitcoin,
but now we're getting a generational change in ownership of Bitcoin.
And people who are owning Bitcoin now are just a little bit sharper, smarter.
And they know how finance works,
and they know how to extract more out of just holding,
just beyond holding.
Yeah, I think, Jan, with stablecoins,
it has a huge role to play.
I mean, beyond the Bitcoin ETFs, you know,
the story of this cycle has been stablecoins,
the adoption of stablecoins regulation,
and the sheer amount of stablecoins being used.
I mean, look at the number of stablecoin, not just providers,
but infrastructure partners that have like multi-billion dollar
valuation is crazy like they've literally been snapped up by tradfi rails buying them for
multi-billions because they realize yeah it's coming it needs to be supported and you know
what does that ultimately mean for bitcoin it's a good thing because what stablecoin does is it provides you the access, it provides you the rails.
And it's an evidence of it working, like, you know, the framework working.
And eventually, I think as Bitcoin becomes more stable in terms of its price volatility,
and as more and more people use Bitcoin every day, the same way they use stablecoin,
then you will see, you know, Bitcoin being adopted in the same way they use Stablecoin then
you'll see Bitcoin
being adopted in that same way
as more heavily
in remittances, parent providers
products built around it. So I think
yeah, Stablecoin is really big
to cycle and I think it's only
good long term for at least
for the B2C5 space.
Yeah, but also when you just it's like it's basically onboarding
cash dollars on chain, right? And then like when you have like those dollars on chain, it's easier to move
it's easier to buy like Bitcoin, right?
Like just this hurdle becomes like much easier and that gives it a whole other dimension.
The more stablecoins we get, the more of those stablecoins can end up easier in other currencies like Bitcoin or any other ETH or SOUL. like beneficiary to like onboard as much as possible of of the world's money on chain into
like stables and then like it can flow much easier into into bitcoin that's that's that's the huge
unlock yeah 100 it's the real it's the real right now isn't it it's it's you know yeah you know
everything's still in dollars pretty much globally so without a stable coin it'll be really hard to
do anything in this space.
So yeah, 100% agree.
And I think the point I was trying to make in Chalfi is,
as Bitcoin is seen more as like a stable coin in its valuation,
then you'll see an acceleration in that same manner
in terms of like infrastructure providers, etc.
Nice. thank you.
Thank you for this.
Yeah, it's helping to understand better,
especially about stable coins, how they are,
I mean, they can be considered as a door
to reduce frictions for institutionals and investors
to kind of step in into the crypto world and blockchain.
And thanks to that, it gives an open door and some facilities in order to then transition to assets like Bitcoin,
Solana, et cetera, et cetera, as you mentioned, chartfoot.
etc, etc, as you mentioned, chartfoot.
Now in terms of yield, like a lot of time, for example, when we released our own product,
Simple Eon, which gives the ability to our users to generate yield without actually locking
any of their assets. A lot of questions comes, I mean, there is some concerns about the risk of liquidation
that is associated with that. So do you, like, how do you navigate this? Because, I mean, as you
said a bit earlier, Chartfu, it's always better to diversify in many different platforms in order to reduce the
risk. But like on the long term, if we talk about like on a sustainable aspect, like how do you
usually, I don't know if you kind of calculate or analyze potential risk of liquidation when you are looking at your Bitcoin, when
you are using yield products with your Bitcoin or your stablecoins?
How do you approach this question of potential risk of liquidation?
I actually don't put myself in a situation where I can get liquidated at all.
What I do, for example, with some of my Bitcoin,
I use it on Solana and DeFi in a way where I provide liquidity
in AMMs and DLMMs, dynamic AMMs.
So basically, there I earn a yield.
So basically, there I earn a yield.
For example, I do a pool, which is like RAPBTC and USDC.
So basically, when it trades in that range that I set up, I'm basically getting like, I'm earning both BTC and USDC.
And I do it on three different platforms on Solana,
right? And it's not like a lot, like that's like really, I would say 5% of my total Bitcoin
is there, right? But it brings like additional yield. And then like, on some days where the
volume is high, there's opportunities.
If it trades in my range, I get 1% a day, which is crazy, right?
Which is kind of crazy.
And then with all this yield that I'm getting, the USDC part,
I'm just buying more Bitcoin with that as well, right?
as well right so kind of all like splitting it up like that but then like uh i started like i
So kind of splitting it up like that.
started using like a credit card that gives me like four percent uh back in in bitcoin which is
pretty good like so basically i'm getting like cash back four percent right so that's like another
another avenue that's like yield generating right and then like on gold mining i'm also i'm also
doing like like a small part that generates me like yield so yeah i'm just like splitting it up
and i think like everybody should should do it like that uh it's just like yeah it's just like
more safe right i think like that's like the most important part for people. And I would recommend that nobody does it with a lot of their stack.
I would recommend low parts to be in such engines.
Generally, I do think Bitcoin is for holding.
But I do think people should start experimenting with the yield and see how it works for them.
Yeah, interesting. Is there any other opportunities that you see raising within BTCFi or Bitcoin DeFi other than yield or loans or staking.
Because, yeah, traditionally it was, you know, just hold your Bitcoin, wait and basically wait that the price goes higher.
But now, you know, a lot of users and investors want to experiment the full ecosystem and start to yield, start to...
Yeah, like, experiment their assets.
I think lending is the most important.
Like, lending is the single most important thing.
And that needs to...
Just like this opportunity also, where I don't have to sell...
Like, I want to buy a house and
i have like a lot of bitcoin like buying like a house getting the money to buy like a house
not being not being like forced to like liquidate like bitcoin that's huge i think like that's where
where the majority of stuff is going to happen and that's where's where I see like a huge opportunity right and
that's that also then like affects like the price of Bitcoin because people do
not need to sell right so you don't have four sellers which then like is is
huge because like until now I had to like sell you know like five Bitcoin to
buy like a house now I don't need need to, right? And now like multiply it by like a lot of people.
So that's like huge.
That's like huge.
That's like removing like any sell pressure from it, right?
And the more we have, so I think like lending is actually the key part of like the formula of like,
yeah getting like actual usage is it is it through centralized platforms is it true like
yeah, getting like actual usage.
Is it through centralized platforms?
wrapped assets on other chains or some other solution native to bitcoin but like that's i
think like that's the key yeah i agree i think if i was to elaborate a little bit, it's, you know, for me, it's all about,
it isn't just, you know, how much yield are you getting? It's what type of yield you're actually
earning on, because they all have very different risk profiles. So, you know, and often or not,
you know, the higher the yield, there's probably, you're probably paying for higher risk. So is it a C5 protocol? Is it a
DeFi protocol? Is it some sort of staking protocol? Is it credit lending? Is it through mining? You
know, I think always be careful that just, you know, what is the underlying risk associated with
it? Because the safest thing will always be to just
hold your bitcoin in cold storage but people want to generate yield on their bitcoin so they put it
to work you know maybe holding a half or 80 in cold storage put the rest to work and generate
yield and then it's just about evaluating you know where is that yield coming from are you comfortable
with that level of risk versus the reward and I think every
day we're seeing more and more new things and a lot of the newer products they may not pay as much
yield but they're more focused about demonstrating the risk the mitigation of the risks so as an
example you know historically to your point it was always around well if you want to participate you need to
buy wrapped bitcoin right which isn't real bitcoin um you know you're now in a credit
situation but look at the newer protocols such as i don't know babylon etc or some of the newer ones
where you're actually locking your bitcoin on the Bitcoin network, and then you're generating the yield on it elsewhere.
I think, you know, that's more safe.
Yeah, well said.
Well said, yeah.
Yeah.
Now, just to, like, if I put my, again, if I put myself,
And just like, if I put myself and I kind of see all of this from regular users or just someone, you know, holding, let's say, I don't know, 0.5 Bitcoin in their wallet.
I mean, there is so much noise everywhere around.
I mean, there is so much noise everywhere around. are those new tools or new utilities or you know new protocols new projects that are actually
letting you using your bitcoin in such a way and if so like how do you filter those like do you
look at you know tvl developer, who is the founder behind it,
or something else entirely.
Like, do you know what I mean?
Yeah, well, like how I look at it,
like, yeah, I do like a research. Like, I look at like if like a platform
is like fully audited,
by whom it's audited, right?
Who's like behind?
So for example, in Solana,
you have some protocols that were never exploited that are fully audited all the way. It's like
Meteora, it's like Radium, it's like Camino. And then it's really important which wrap Bitcoin,
for example, should I take? Should I take the Coinbase one or the Wormhole one?
And then how I look at it, if something even happens to one of those, Wormhole or Coinbase,
in that case, which one is going to be safer?
So for example, shit hits the fan, where I'm more sure that I'm going to get my Bitcoin back.
So then I choose, I'm thinking like,
oh, Coinbase is a bigger company.
They're regulated, they're like in the US.
So I take that one, right?
So then like on, for example, like Babylon,
like is a good example.
I take a look at Babylon is like fully audited.
Like who's behind, right?
Like you see like, oh, like some of the,
some of the best venture funds in the world are behind Babylon.
That gives you like a level of security, right?
Then you look if they have like any exploits or for example, you look at GoMining as a company.
You see like it's a company that's been around for a while that has like zero issues, zero downtime, like happy customers, right?
That gives you trust, right?
So yeah, you evaluate by like those things,
in my opinion.
And then like the TVL,
honestly, not that important, right?
Because like you're actually,
you're actually can get like more,
you can get like better opportunities
when TVLs are low, right?
Where you're like one of the first users right
so like i'm i'm actually trying to find like where where there's not like a lot of tvl where i can be
like the liquidity provider which can like earn more yield than than when you have like a lot of
tvl and and like you have like a lot of basically competition and for for like the same thing right
And like, you have like a lot of basically competition and for like the same thing, right?
That's like kind of a my framework.
But yeah, like, I'm not going to put like, you know, like if I see like, oh, somebody's offering like 15% Bitcoin yield.
Man, like I'm suspicious, right?
Like I'm suspicious.
And then like, I see like this platform is like, nobody uses it.
Never heard of it. Like, man, I'm not going to put like, I'm not going to like I see like this platform is like nobody uses it never heard of it like man
I'm not gonna put like I'm not gonna put like a penny into that
Yeah, I completely agree, Jafu. I think it's
There's a number of factors always is you know, how long has the protocol been around?
Check the security audits, who's actually audited it, who who's backing it i think the coinbase is a really good example um and
then the only other thing i'd add is diversify don't put all your bitcoin in a single protocol
you know if there's two protocols where one is paying slightly less than the other it's
worth splitting between the two or splitting between five or six. Because just in case, and we see exports all the time,
you don't want to put all your eggs in one basket.
Yeah, and that's like the same for like all assets.
That should be like a framework for anything you own, not just Bitcoin.
Right? It's like spreading the risk, right?
Spreading, yeah.
Just like diversifying the risk as well.
Yeah, 100%.
Sometimes it's harder said than done.
You know, I often tout it
and then most of my portfolio is Bitcoin.
So, yeah.
No, like, I'm not saying from, like,
I went from, like, a 70% portfolio in Bitcoin
to 95% at one point, right?
But that's different, right?
Especially, and the move actually become really good
and obvious, like this bull run,
where Bitcoin destroyed like everything else.
Right.
So on that front, like I'm actually would like always advise people like if at least
for like their crypto holdings to like be like fully Bitcoin focused because like it's
the only thing that's like battle tested, like in like 100% sure is like working right.
Like everything else you just get like additional risk but like
and and and just like yield farming and just like putting your like you're basically giving out like
your custody of your money so that's why you have to like diversify right in my opinion Nice. Now another one, another point that I wanted to ask is about catalysts this year,
or let's say major, not necessarily news events, but it can be, yeah, like financial decision or
political decision or, yeah, just a catalyst that might impact the industry.
Yeah, just to catalyst that might impact the industry.
Is there anything that you would advise to our users
or to the audience to keep an eye on
or maybe to mark on the calendar
in order to anticipate or adjust their strategy
based on what will happen during that event?
I think the only...
During that event?
I'm like, personally, I'm like, only, only...
Like in my head, there's like only one thing and it's like what Sailor keeps doing or not, right?
Like it's because it is like, it's really dependent.
If he stops buying, right?
You can see what's...
Like there's something happening right
if if he continues to buy that's that's good right so you have to watch this because like it's
really a lot like a lot of concentration like mindshare everything's like around there right
i don't see like any other like systematic risks like or risks or anything else that could affect Bitcoin that much as, for example, Sailor.
Like, wars, yeah, fine, we can get a drop.
But we also saw, okay, war starts, Bitcoin drops maybe 5% and then recovers.
It's basically like a panic dump on the news and then just recovers as basically like a panic dump on the news and then like just like recovers
so so so we see like this is not actually affecting it right it affects it like momentarily
and then it goes away and then like on the the macro side like yeah i think like the debasement
like the debasement story and inflation and just like printing money just continues right?
like it's like there's there's no other way for them to like get out of their
shit so like I think like that continues so like the only thing like the only I
would say thing to watch is like how yeah how the sailor thing goes right
because like at this point is like that big and that important that's
at least my view i i think the sailor one is an important thing um i think on our side we
we also take a slightly more macro view i guess it's a habit of coming from a trivified background. I think you're right around the war stuff.
I would just caution, though, that if this war prolongs,
unlike Ukraine, I think it could have wider impact.
We've seen what's happening with oil,
to the extent the Treasury is supposedly trying to drive down the price with futures.
But I think if that continues, it's going to cause serious inflation issues in the US.
What's going to happen with rates?
They're now saying that it's unlikely rates will be cut again this year.
But then also from a geopolitical perspective, I think it'll be interesting because you know each day Trump seems
to get more and more frustrated with other countries not supporting him so how is he
going to retaliate is he going to start putting on tariffs again which you know in my opinion was
one of the triggers in the October crash so it's really hard you know what I tend to say to most
people not financial devices have some dry powder on hand
because you never know what sort of opportunities
or issues may come up
where you need a bit of dry powder,
maybe to cover a margin call
or just to get into something
where it's quite opportunistic
and you can make some money.
Unfortunately, that's true.
Yeah, yeah.
Trump has been like out of control.
And yeah, yeah, yeah, yeah.
He's like a ticking bomb. He's like a ticking bomb.
He's like a ticking bomb.
Yeah, that's an interesting thing.
I was trying to
somehow
measure or understand
if Bitcoin is still
extremely correlated to
those macro events,
but I feel that it's kind of reduced with time,
meaning obviously it's still getting impacted by any of those events,
but maybe a bit less since people are starting to increase their belief
into Bitcoin ecosystem.
But yeah, obviously, it's always interesting to see how Bitcoin acts
compared to oil or compared to S&P 500,
or, you know, to all of those financial instruments.
So, yeah, it was just...
Yeah, I think, like, Bitcoin is actually Bitcoin is kind of in this weird situation where we know it's a store of value, right?
And everybody, that's the thesis, but until now, it behaved like a risk-on asset, right?
And I think now it's in this weird situation where people are kind of all trans...
We're shifting, we're actually shifting but
like now like when you look at it like when a regular when somebody from the outside would
like look like correlation like like it's somewhere in the middle like it's nowhere right now but i
think like it's actually because like the transition is happening from like a risk on
asset to more like a store of value asset which is supposed to
be that's at least like like like the the feeling i'm getting because like it's not fully correlated
like it's not like correlated to s p or equities as it used to be but it's also not that much
correlated to gold but i think like it's more gonna become like correlated to gold and like
like as it should be.
Yeah, interesting. Yeah, it's, as you said, it's doing its things, it's moving independently and compared to before where we were always comparing it to S&P 500, now there is just this feeling that it's starting to move independently and not be just fully dependent on other of those instruments.
So it's going to be exciting to see how it's going to unfold this year for Bitcoin.
But okay, perfect.
Thank you for your comments on this.
I mean, that were the major questions I think that I had personally for today.
We are I mean, we are in a special situation, as you said, Chartfaux. So I think that now the master mindset to adopt is to be patient and to keep observing.
And as Fakul said right before, to keep some dry powder in case anything or any opportunity arise.
But yeah, it's definitely going to be an interesting moment to watch in the coming months.
So yeah, thank you very much for sharing your view, guys. And yeah, not sure if you have maybe
any final thoughts or final comments to... Just be patient as always, just be patient.
That's like, I think like a good thing that we said, like, yeah, keeping dry powder is extremely important.
Like, I'm not doing like a good job.
I'm not doing like a good job of that because like, yeah, I'm kind of like in Bitcoin all the time.
So I should have like a little bit, like, I'm actually sorry that I don't have like dry powder.
But like what I do personally, which I don't recommend, like when i see like an opportunity when i see like a crash like i use like i put some bitcoin onto
like exchanges and do some leverage but like it's like really low leverage one and a half to two
leverage so basically just like seeing like a panic situation like like you know uh 2010 or
something like that and then just add a little leverage.
So basically then it's like, in my head it's like, oh, I have some dry powder so I use it.
But that's risky and I wouldn't recommend it actually.
Yeah, I think that 99% of us don't have dry powder anymore anyway.
So you are not the only one in that case.
I see that Fakul is back on the stage because I think we just lost him for a bit.
Yeah, let me know, Fakul, if you have anything to add.
No, I'm back.
Sorry about that.
It was very strange.
I could hear you guys speaking live,
but also hear you guys speaking
like five seconds behind,
so it got really confusing.
But no, no, I completely agree.
And I think, look,
there's nothing wrong with holding
dry powder in Bitcoin as well.
But no, I think jokes aside,
you know, wherever you are right now,
you know, stay safe,
especially if you're in the
Middle Eastern region. I think there's always good opportunities that, you know, the adoption
of Bitcoin continues. BTC fire is an especially interesting space and it's only getting bigger
and more people are building it out and spending money to accelerate the adoption.
And I think now where Bitcoin is moving, you know, as more and more liquidity enters the
space, the price will start to stabilize a lot more and allow you to use it a little
bit more proactively.
But yeah, definitely it's worth trying out some different protocols, earn some yield.
You know, the GoMining platform is a good place to get some yield.
As Chartfee mentioned, Solana is quite a good space as well.
There's loads of opportunities out there.
Just do your research.
Don't go, don't FOMO in, take your time.
There's always another opportunity if you miss one out.
But I think, yeah, it's a great time to be in Bitcoin.
Excellent. So yeah, I will really consider being patient in those times and opportunities are
still gonna come up as always. Thank you very much, guys, for this great Twitter space.
Thank you, man. thank you very much guys for this great Twitter space we will publish some highlights
as always
hopefully we will talk soon
so thank you everyone for joining
and I wish you a good day
bye bye
talk soon bye
