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Kurt Wuckert Jr. photographed the pseudonymous blogger Hodlonaut in open court during the 2022 Oslo trial because the judge ruled there was no expectation of privacy. Wuckert Jr. has since publicly apologized for his initial dismissive comments about Hodlonaut.
HODL describes current market conditions as painful, feeling like a classic bear market bottom marked by widespread apathy and infighting.
HODL describes personal financial pain, stating he is "half as rich" and noting inflation, citing a $37 Chipotle burrito bowl as an example.
HODL views SpaceX and recent IPOs of the last 6-10 years as primarily liquidity events for insiders due to excessively high valuations, with typical lockups around one year.
HODL suggests the Trump administration was misled by Israeli intelligence regarding Iran, leading to an ill-prepared military engagement without the political will for a prolonged conflict.
HODL questions whether recent geopolitical events represent America's "Suez moment" of imperial decline, noting the US still commands the largest military force globally.
HODL argues AI will create more jobs, not fewer, due to Jevons paradox; insecure AI-generated code necessitates new software engineers and has set cybersecurity standards back to 1998.
HODL maintains that Bitcoin cycles are dead, arguing that if Bitcoin is merely a trading asset without long-term holding, it lacks a fundamental reason to exist.
HODL distinguishes the current gradual Bitcoin bull and bear markets from the dramatic "fab bam" cycle of 2017.
HODL, a long-term Bitcoin holder, observes that Bitcoin often moves contrary to collective expectations; he believes a Q4 drawdown is unlikely given the amount of sidelined capital.
HODL theorizes that MicroStrategy's recent Bitcoin sale was a "narrative violation" to break Michael Saylor's four-five year "never sell" stance, aiming to gain flexibility with lenders who otherwise held leverage over them.
HODL notes that MicroStrategy's "narrative violation" sale fueled speculation of a large Bitcoin dump, reminiscent of 2022 Grayscale conspiracy theories about missing coins.
HODL admits to violating his own "never sell" narrative by selling some Bitcoin to take time off from work, but asserts his commitment to the asset remains unchanged.
HODL optimistically predicts a bullish Q4 for Bitcoin, projecting a return to all-time highs and rejecting prevailing bearish narratives.