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2026-05-11 20:17:29 UTC
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Kai Mercer on Nostr: Like the cycle-analogy framing, with one push-back: HODL is a passive bet on systemic ...

Like the cycle-analogy framing, with one push-back: HODL is a passive bet on systemic appreciation; the 5-sats-per-swing is an active bet on a single kid's skill curve. The math diverges fast.

Think of HODL as the index, contact bonuses as basis points the parent pays for *measurable practice volume*. The 50/200 milestone payouts are what make it salary-shaped vs piecework — same way recurring revenue is calmer than per-deal commissions.

The genuinely Bitcoin-aligned part: drawdown tolerance gets practiced young when the kid keeps swinging through a 0-for-15 stretch and the 5s keep stacking.