#R5: The new Wall Street doesn’t ask for permission, it asks for more Bitcoin.
Over the past few months, I haven’t been able to stop thinking about what’s happening on Wall Street.
It’s like watching an old, crumbling castle being overtaken by a new generation of engineers and technocrats.
Yes, the ones following Bitcoin and company.
They don’t ask for permission. They don’t stop. And every day brings a new surprise.
A couple of days ago, the launch of Twenty One was announced, a public company that kicks off with $4 billion in Bitcoin! Backed by heavyweights like SoftBank, Tether, and Cantor Fitzgerald, and led by Jack Mallers.
It doesn’t have a traditional business model.
No conventional operations or revenues.
Its sole aim: increase Bitcoin per share. Just like that. A kind of capital-efficient response to MicroStrategy.
And that’s not all. A $500 million credit line was also announced to buy Solana.
What’s the plan?
Betting on staking and using the returns to pay off the debt.
Pure financial creativity. No one had thought of that…
What surprises me isn’t just the scale of these operations, moving hundreds or even billions, but how normal it’s become.
A few years ago, any sovereign wealth fund buying BTC would make global headlines.
Today, Coinbase announces it during prime time and barely raises an eyebrow on Wall Street.
Seeing is believing. It sends a very clear message about how manipulated the media has become.
Sometimes, I feel like many are still distracted by the noise: tariffs, interest rates, elections.
But deep down… will any of that matter to Bitcoin in 15 or 20 years? I doubt it, and a lot.
Bitcoin isn’t red or blue, it doesn’t have a flag or a party.
And that’s what makes it so powerful.
Personally, I still see Bitcoin as a black hole of capital at the institutional level.
Everything ends up falling in there: private liquidity, public liquidity, equity, debt… Whatever it takes.
And the best part is, this is just getting started. The big players are already at the table, and they’re still putting on their cloth napkins. Of course, they won’t get dirty.
And I can’t help but feel optimistic.
It’s hard not to be bullish when you see these fundamentals.
We may not see it reflected in the price in the short term.
But even if that’s the case, the momentum is already on Bitcoin’s side.