Stealth Bull Market

The Bitcoin Balance Sheet

Author

Archie Royce
May 30, 2025

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GET IT RIGHT 🎯 

Quiet Revolution  🎉 

Just five years ago, something quietly insane started happening in the financial world. Not the usual market drama — no, this was different. In August 2020, the CEO of a relatively unknown company decided to do what most corporate leaders wouldn’t dare: he started buying Bitcoin with corporate cash. Bold? Yes. Reckless? Maybe. Genius? Well, the numbers don’t lie.

Since then, the story reads less like a cautious business move and more like the opening scene of a financial thriller.

Here’s the scoreboard since that fateful day:

  • S&P 500 up 69% — decent, if you like slow and steady.

  • Tesla zoomed 204% — impressive, if you like your stocks with some speed.

  • Bitcoin? A staggering 712% surge — enough to make your head spin.

  • Nvidia? A mind-boggling 926% — rockets don’t even go this fast.

  • But the real showstopper: this company, now known as Strategy (ticker: MSTR), skyrocketed nearly 3,100%. Yes, thirty times your money. Not a typo.

What’s their secret sauce? Just holding Bitcoin on their balance sheet while the rest of Wall Street watched like confused tourists.

Of course, this didn’t go unnoticed. Enter the copycats.

From Strive Asset Management — co-founded by ex-presidential hopeful Vivek Ramaswamy — to Japan’s Metaplanet, companies worldwide hopped on the Bitcoin train. Strive’s stock jumped 450% in one day after announcing their Bitcoin plans. Metaplanet went even crazier, exploding 100x in market cap to become the world’s best-performing stock in 2024. Both companies then issued new bonds just to buy more Bitcoin. Because why not?

And it’s not just hype. Corporate Bitcoin holdings doubled in 2024. Suddenly, Bitcoin is less “tech bros and meme coins” and more “serious CFOs and treasury teams.”

Bitcoin Obsession ☘️ 

Why the bitcoin boom? Glad you asked. Here are five reasons Bitcoin is corporate catnip:

  1. Diversification: Bitcoin dances to its own beat. It doesn’t follow stocks, bonds, or cash. For treasury managers, that’s like finding a rare Pokémon.

  2. Counterparty Risk Protection: Unlike money parked in banks (remember Credit Suisse? Silicon Valley Bank?), Bitcoin doesn’t depend on some CEO not screwing up. It’s pure, decentralized ownership — no middleman.

  3. U.S. Dollar Distrust: With sanctions and frozen accounts becoming regular news, foreign companies don’t want their cash stuck in dollars that Uncle Sam controls. Bitcoin is the global escape hatch.

  4. Inflation Hedge: Only 21 million Bitcoins will ever exist. Most are already mined. In a world printing money like it’s going out of style, scarcity is king.

  5. Geopolitical Hedge: Wars, revolutions, political chaos? Traditional assets get crushed. Bitcoin, borderless and decentralized, keeps chugging along.

Brace Yourself 💸   

Today, about 128 companies (102 public, 26 private) hold Bitcoin. Sounds like a lot, right? It’s not. There are over 400 million companies worldwide. That’s roughly 20 companies per Bitcoin. If even a tiny fraction follow MSTR’s playbook, demand will explode like a fireworks show on New Year’s Eve.

This isn’t your average bull market — it’s a stealth stampede.

And here’s the kicker: many investors aren’t buying Bitcoin directly. Nope, they’re buying shares and bonds of Bitcoin-holding companies. Why? Because it’s easier, more regulated, and in some cases (like MSTR), even pays a yield. Try getting that from your average Bitcoin ETF.

Bottom Line 🔗 

Bitcoin isn’t just a buzzword anymore. It’s a corporate megatrend — a way to protect assets, diversify, and maybe even make a killing. The supply? Forever capped. The demand? About to explode.

The genie’s out of the bottle. The stealth bull market is here. If you’re not in yet, now might be the perfect time — before the rest of the world figures out what just happened.

Solana: Recipe for Recovery 🚀 

Poor Solana. After a fireworks show in late 2024—thanks partly to the eyebrow-raising $TRUMP token launch in January—it’s been more of a financial flop than a rocket ride lately. Revenue has taken a nosedive, and if you only check the headlines, you might think this blockchain’s final curtain call is just around the corner.

But hold your eulogies. Solana isn’t the only Layer 1 (L1) network nursing a hangover from the crypto sentiment crash of early 2025. Ethereum, Avalanche, and others have also seen their numbers dip.

So here’s the real question: Can Solana bounce back? Because if it doesn’t, the shiny DeFi projects built on its tech might just be toast.

Our take? Hell yes. And not just because we want to see it succeed — but because three solid trends are flashing green for Solana’s comeback story.

  1. Betting Big 🃏 

    Developers are the lifeblood of any blockchain. Without them, no apps, no users, no ecosystem.

    Here’s the kicker: while prices and user counts dipped, Solana added more new developers in 2024 than any other chain — even Ethereum.

    That’s not a minor detail; it’s a big flashing sign that something’s cooking beneath the surface. More developers mean more apps. More apps mean more users. More users mean more DeFi volume, more capital, and more buzz.

    In fact, Solana is the only major ecosystem that grew its developer base last year. If you’re looking for a reason to keep your eye on this one, that’s a good place to start.

  2. Stablecoin Boom 🧨 

    Forget the price rollercoaster headlines. There’s a quieter but way more important story unfolding with stablecoins on Solana.


  3. Sure, the total stablecoin market cap took a $1.4 billion hit from its early-May peak. But look at the big picture: Solana’s stablecoin supply more than doubled from $5.1 billion in January to $11.7 billion by mid-May 2025 — a 129% jump.

    Why does this matter? Stablecoins are the grease in the DeFi machine — powering payments, lending, trading, and liquidity on decentralized exchanges.

    And get this: even PayPal’s $PYUSD stablecoin, based on Solana, grew by over 26% in just the past month. So, while prices stumble, stablecoin flows show real strength — and more capital ready to fuel Solana’s DeFi dreams.

  4. Narrative Flywheel 🎡 

    Now for the spicy stuff. Solana sits right at the intersection of three hot crypto narratives that keep the user faucet flowing:

  • Memecoins: Love ‘em or hate ‘em, memecoins stick around. Solana churns out about 1 million new meme tokens monthly. That’s down from the 1.7 million peak in January, sure — but still way above last year’s April figure of 286k. These little jokers have driven over half of all DEX trading volume since last fall. When meme mania makes its inevitable comeback, platforms like Raydium and Jupiter are set to blow up.

  • AI: With blazing-fast, low-cost transactions, Solana is the perfect playground for AI-powered agents and apps. As AI hype heats back up, Solana’s already got a head start.

  • DePIN (Decentralized Physical Infrastructure Networks): The quiet assassin. Unlike meme and AI hype that rise and fall, DePIN is steadily tearing it up. Over 13 million devices contribute daily, and several projects have crossed the million-node milestone. This narrative didn’t slow down even during the market slump.

Down? Yes. Out? Nope. ♨️ 

With devs piling in, stablecoins flowing strong, and three powerful narratives fueling growth, Solana is gearing up for a serious comeback as the wider market bounces back.

And when it does, here’s the real cliffhanger: which Solana DeFi projects will lead the charge?


COIN SPOTLIGHT 🔍️ 

Get Paid to Power AI 🏰    

We all know Airbnb turned that dusty spare bedroom into cold, hard cash. But what if you could do the same with something way less obvious—your unused internet bandwidth?

Enter the GRASS network: a Web3 disruptor that pays you for the internet juice you didn’t even know you were wasting. Think of it as Airbnb meets crypto meets your internet router. And yes, it’s as wild as it sounds.

New Gold Mine 💎 

Here’s a fun fact: your idle bandwidth is actually prime real estate for today’s AI powerhouses. Models like ChatGPT and Google’s Gemini gulp down mountains of data to get smarter every day. But collecting and feeding those petabytes isn’t cheap—even for tech titans.

GRASS flips the playbook by crowd-sourcing bandwidth from everyday users like you. Instead of relying on one massive server farm, it turns millions of internet connections worldwide into a decentralized data pipeline for training AI models.

In other words, your sleepy internet connection is suddenly the fuel for the AI future.

How It Works ⚙️ 

Getting started with GRASS is about as painless as binge-watching your favorite show. Download the app, let it borrow some of your bandwidth, and watch your crypto stash grow with “Grass Points,” which convert to GRASS tokens.

Worried about privacy? Chill. GRASS isn’t some creepy stalker. It doesn’t spy on what you do online or collect your personal info. It just uses leftover bandwidth when you’re not busy streaming or gaming, and it knows when to back off. Compared to the endless parade of ads secretly siphoning your data, this is actually pretty transparent—and you get paid for it.

Smoking GRASS 🦗 

This isn’t just a quirky way to earn a few bucks. AI developers need fresh, global, and ethically sourced data — and GRASS delivers:

  • Real-time data mining for the latest insights

  • Global reach to dodge regional data bias

  • Thousands of IPs to sidestep annoying rate limits

  • Verified data provenance with fancy crypto tricks like zero-knowledge proofs

It’s not just “nice-to-have.” It’s the future of AI training—and GRASS is sitting smack dab in the middle.

Where’s the Money? 💵 

How much can you rake in? It depends on a few things:

  • Internet speed: The faster, the better.

  • Number of devices: More devices, more data to share, more cash.

  • Location: Folks in the U.S., U.K., and EU usually earn more because they’re closer to high-value content.

  • Referrals: Get your friends on board and earn bonuses.

Most users pocket around $50 a month. If you’re rocking a high-speed setup in a data-rich zone, that number can hit $100—and that’s just the start. As AI gobbles up more data, your earnings could scale up too.

Beyond Bandwidth 🚠 

Getting paid in GRASS tokens is just the entry-level game. You can also:

  • Buy tokens, hoping for sweet capital gains (they recently crossed $2 and look hungry for more)

  • Stake your tokens for passive income — currently offering a juicy ~36% APR

But remember, staking locks up your tokens for 7 days, and crypto’s volatility isn’t for the faint of heart. Playing it safe with about 20% of your holdings is a solid move.

The Takeaway 🥡 

The AI gold rush isn’t slowing down, and GRASS is making sure everyone can pick up a shovel. Whether you want to earn passive crypto income, speculate on a rising token, or stake for a steady yield, GRASS offers something for every kind of digital hustler.

So, next time you’re binge-watching Netflix, remember: your internet could be doing way more than just buffering cat videos.


STAGE RIGHT 🎬️     


NOTABLE QUOTES 📚️ 

“Tolerance will reach such a level that intelligent people will be banned from thinking so as not to offend the imbeciles.”
 
— Fyodor Dostoevsky


GARAGE LOGIC ☕️

Meaning of Life? 🏦 

In September 2015, I was unemployed, heartbroken and living alone in my dead grandad’s caravan, wondering what the meaning of life was. Where was I going to find happiness, or purpose, or meaning? What was the point to all of this? I asked some well-known names for their thoughts on the ultimate existential question. Their answers were fascinating, funny – and could help us frame our days on Earth.

READ THE FULL STORY.


FINAL SPIN 📽️ 


LAST CHAPTER 📺️ 

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