Bill Miller
@billfour
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logician. investor. #bitcoin
wherever you want me to be
Joined August 2010
When it’s time for my kids to consider college, this will be among the top things I urge them to peruse - freedom of thought and expression on campus. Sad to see my alma mater near the bottom of the list but not surprised. Big ups to @TheFIREorg
https://t.co/KoU0vprbD8
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I asked @ChatGPTapp when the last time a left-leaning politician was assassinated and the answer was MLK Jr (1968) and Fred Hampton (1969).
The Left is the party of murder
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there's going to be a lot of tears shed over these me-too equity wrappers around deucecoins
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It's so much easier to just call someone a "Bitcoin maxi" than to try and understand the logic around ledger governance and realize they're right.
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“‘Governmental scientific inquiry’ is a contradiction in terms.” - Quentin Daniels in Atlas Shrugged
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This is spot-on: "We are witnessing the transition from analog sovereignty to digital coherence—from money as control to money as consensus."
Title: The Hidden Architecture of a New Financial Age: Stablecoins, Bitcoin, and the Geometry of Trust We stand at the edge of a silent revolution—one not led by armies or elections, but by code, confidence, and the invisible flows of value. Behind the headlines about
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The only stablecoin is Bitcoin. The rest are digital representations of eons-old technology known as "fiat."
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Most people are not seeking truth, just confirmation of their beliefs.
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Imagine if, instead of buying illiquid alternative deals, endowments had just bought bitcoin instead. They’d have a higher return and liquidity.
The Intelligent Investor: Elite universities are again stuck with illiquid assets just when they badly need cash
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They forgot “stack sats”
What Millionaires Actually Do: • Budget • Invest in index funds • Avoid debt • Ignore hype • Reinvest everything • Stay consistent for decades No secret sauce. Just good habits.
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Stock was ~$19. Since then, FCF has continued to ramp, and short interest coming down has helped squeeze price higher
as a #valueinvestor and owner of $YOU personally, the stock looks cheap. mkt cap $2.5b, net cash $765mm so EV = $1.7b. should do >$250m of free cash flow over next year for an FCF/EV yield in the mid teens as the leading biometrics database and growing quickly. A+ mgmt. @Clear
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Can someone alert @krogoff that he was wrong about bitcoin prior to the latest election results?
Almost a decade ago I was the Harvard economist that said that bitcoin was more likely to be worth $100 than 100k. What did I miss? I was far too optimistic about the US coming to its senses about sensible cryptocurrency regulation; why would policymakers want to facilitate tax
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Maybe the most disingenuous “mea culpa” I’ve ever seen
Almost a decade ago I was the Harvard economist that said that bitcoin was more likely to be worth $100 than 100k. What did I miss? I was far too optimistic about the US coming to its senses about sensible cryptocurrency regulation; why would policymakers want to facilitate tax
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enjoyed talking about the prospects for markets broadening as well as $GOOGL with the judge @ScottWapnerCNBC on @CNBCClosingBell yesterday (bitcoin was in there too but didn't make this edit) https://t.co/Rf5fKMKJte
cnbc.com
Bill Miller IV, Miller Value Partners chairman and CIO, joins 'Closing Bell' to discuss if a market broadening is in its early stages, if the market's recent price action was over its skis regarding...
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@007inmd @RealJimChanos @BitcoinRachy Bitcoin's mining consumes ~181 TWh/year (comparable to Thailand's electricity use), demanding vast renewable/non-renewable sources globally. A competitor surpassing its ~900 EH/s hash rate is infeasible due to Bitcoin's network effects, liquidity, and economic dominance—new
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i think a better question is "how is another energy-intensive protocol with decentralized governance going to catch up to bitcoin's massive first-mover advantage * NGU * causal ambiguity * meme culture"
@BitcoinRachy What prevents another acceptable hard-limit coin creation protocol, given the now substantial economic incentive (Bitcoin over $2T) to do so? This is a human construct after all, when all is said and done. There is no Law of Physics that states Bitcoin has to be the only one.
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