9-5-2025
Bitcoin treasury announcements are mostly noise now. Figma showed how to do it right with a quiet, disciplined, and focused frame on product. CBDCs crawl forward while stablecoins sprint. WLFI blacklists proved once again: if they can freeze it, it’s not yours. Coinbase’s AI mandate is a security risk masquerading as innovation. And if you’re still out here wearing Bitcoin swag and bragging about your stack, you’re gonna get yourself kidnapped.
Bitcoin doesn’t need another “treasury announcement.” We’ve heard it all before. Company XYZ (in this case Sora Ventures, a VC/hedge fund or something) plans to buy a billion in Bitcoin. Someday? Maybe? Who cares? It's not bullish anymore. It's boring. Worse, it’s becoming bad for Bitcoin's public image. It clouds perception. You don’t get credit for intent. Buy the Bitcoin or shut up.
Now contrast that with Figma. CEO Dylan Field steps up and screams the quiet part out loud: we're not a Bitcoin treasury. We build design software. That’s our job. They still hold Bitcoin, just quietly, in an ETF, as a hedge. But they don’t spin it to juice the stock. And the market punished them anyway. That’s what we’re really looking at here: collective psychology. Numbers? Fundamentals? Oh, hell no. Just vibes, man. Charts are just human emotion scrunched into lines and triangles.
CBDCs came back into the headlines this week, both in the U.S. and Europe. I thought we put that zombie down already. Apparently not. Tom Emmer’s still pushing anti-surveillance bills. EU central bankers are still fantasizing about programmable euros. They all promise privacy. They all say it won’t hurt commercial banks. They’re all lying. And even if they’re not lying, they’re too slow. 2029 as your release date? You’re toast. Stablecoins and open networks are eating your lunch. You’re out here trying to design train tracks while the rest of us are already flying drones on Mars.
Ahh! Justin Sun, begging to get his WLFI tokens back like a dog at the dinner table. World Liberty Financial blacklisted his address, and now he’s shocked. Shocked! Dude, not your keys, not your coins. If a token can be frozen, it will be. If a team has a lever, they’ll pull it. These aren’t sacred assets. They’re shitcoins with a pause button. And if that pause button sits in someone else’s pocket, you never had control. You had permission until you didn’t.
Speaking of bad decisions, Coinbase wants all its engineers to use AI or get out. Armstrong fired people for not jumping on Cursor. And now Cursor’s compromised. Prompt injection hidden in README files? Codebases getting infected just by opening a repo? Clown shoes, I tell ya. And Coinbase runs custody for millions of people. You want to automate 50% of your code production and refactoring with ChatGPT while your backend goes down every time price moves? It’s malpractice at worst, misfeasance at best.
And if none of that gets your attention, here’s one last warning: stop bragging about your stack. Stop wearing orange Bitcoin shoes to every conference. France is dealing with wave after wave of wrench attacks. People tied up, held hostage, forced to transfer their coins etc. etc. If you keep advertising yourself as a high-value target, you’re going to get treated like one. Lay low. Stay safe. Bitcoin doesn’t care about your ego. Neither do kidnappers.
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