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# ![@0x_Kun Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1252478669525680130.png) @0x_Kun Kun

Kun posts on X about bitcoin, china, money, countries the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1252478669525680130/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1252478669525680130/c:line/m:interactions.svg)

- X Week XXXXXXX +460%
- X Month XXXXXXX +169%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1252478669525680130/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1252478669525680130/c:line/m:posts_active.svg)

- X Week XX +149%
- X Month XXX +64%
- X Months XXX -XX%
- X Year XXXXX -XXXX%

### Followers: XXXXXX [#](/creator/twitter::1252478669525680130/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1252478669525680130/c:line/m:followers.svg)

- X Week XXXXXX +2.30%
- X Month XXXXXX +2.60%
- X Months XXXXXX +8.90%
- X Year XXXXXX +24%

### CreatorRank: XXXXXXX [#](/creator/twitter::1252478669525680130/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1252478669525680130/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1252478669525680130/influence)
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**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #736 [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[bitcoin](/topic/bitcoin) #345, [china](/topic/china) #677, [money](/topic/money) 1.57%, [countries](/topic/countries) 1.25%, [long term](/topic/long-term) #695, [adoption](/topic/adoption) #247, [has been](/topic/has-been) 0.94%, [fud](/topic/fud) 0.63%, [coins](/topic/coins) #1575, [instead of](/topic/instead-of) #296

**Top accounts mentioned or mentioned by**
[@sedonaroxx](/creator/undefined) [@davidjamesjnrr](/creator/undefined) [@xsiadzmichal](/creator/undefined) [@airball77](/creator/undefined) [@crpshowintern](/creator/undefined) [@gcantshoot](/creator/undefined) [@facelessbuilds](/creator/undefined) [@patalmypal](/creator/undefined) [@johna31766772](/creator/undefined) [@fiskantes](/creator/undefined) [@thk4amos_jok3r](/creator/undefined) [@chipflare](/creator/undefined) [@tidymeta](/creator/undefined) [@trax1040](/creator/undefined) [@breadobligation](/creator/undefined) [@stefchefg](/creator/undefined) [@basche42](/creator/undefined) [@richardheartwet](/creator/undefined) [@ppat_throwaway](/creator/undefined) [@xxaxx2](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [BlackRock Inc (BLK)](/topic/blackrock)
### Top Social Posts [#](/creator/twitter::1252478669525680130/posts)
---
Top posts by engagements in the last XX hours

"It means its extended beyond current supply dynamics When Bitcoin was 69k few yrs ago mining cost was 20k and that was speculative What the supply cost infers is the current most conservative market participants long term willingness - that may change later but atm there is no equilibrium there Also as you mention as more miners come online more gold is added to the market at higher rate causing a pressure downwards on prices"  
[X Link](https://x.com/0x_Kun/status/1979734875877020043) [@0x_Kun](/creator/x/0x_Kun) 2025-10-19T02:22Z 27.7K followers, XXX engagements


"Gold makes senseuntil you actually need it. Bitcoin doesnt make senseuntil you actually need it Thats why I see gold like cash: fine when there is chaos but everythings fine for you to live where you are But imagine youre in a country with sudden capital controlsmaybe due to tariffs or geopolitical tensionand you need to leave. Your accounts are restricted and you cant board a plane with a bunch of physical gold. Gold works as a store of wealth if you can stay where you are Ive thought this througheven in a safe country. Bitcoin is the only asset you can truly take with you unaffected by"  
[X Link](https://x.com/0x_Kun/status/1908407465441722614) [@0x_Kun](/creator/x/0x_Kun) 2025-04-05T06:32Z 27.7K followers, 46K engagements


"My best guess is China is doing the financial reset move that we all said the US was going to do - Their answer to the Mara Lago Accords - The Xi Accords China buys up gold and debases currency at sametime - basically doing the MSTR move of nations but with gold But then at a certain point they can stop buying gold and continue to debase which resets global financial power dynamics - they become the world leader in gold holdings so that they dont become Weimar Germany but at sametime have the control to print money like US to make their exchange rate weaker to make trade competitive Remember"  
[X Link](https://x.com/0x_Kun/status/1979408939214344366) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T04:47Z 27.7K followers, 332.4K engagements


"@aidanbrodieo You can start with looking into how much bitcoin is held in US by exchanges and custodians and etf etc Its not the chain route but it in itself shows that despite fud that US is ahead on ownership"  
[X Link](https://x.com/0x_Kun/status/1979736657873211800) [@0x_Kun](/creator/x/0x_Kun) 2025-10-19T02:29Z 27.7K followers, XXX engagements


"@stefchefg Im talking all in cost averages You are using electricity cost number provided by some public company which does not show all in cost"  
[X Link](https://x.com/0x_Kun/status/1979738328535838767) [@0x_Kun](/creator/x/0x_Kun) 2025-10-19T02:36Z 27.7K followers, XXX engagements


"Im against conspiracy theories for understanding macro as we cant verify it in any meaningful way When I talk about potential outcomes Im not talking about singular master planning Game theory is about seeing what decisions people will make given certain choices - whether or not they want to make the choice is irrelevant only that they need to Ie Trump running with pro bitcoin was a political move to gain votes not a core pillar of his previous thinking but since he did that creates outcomes So when people say its a conspiracy that the US has some master plan to adopt Bitcoin in a meaningful"  
[X Link](https://x.com/0x_Kun/status/1979467596379623918) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T08:40Z 27.7K followers, 8330 engagements


"We have gotten here despite all the fud on Bitcoin at every angle - so Im not concerned about the view as threat thats the case as it is Power outage is short lived and not global Physical gold is a self enforced jail where you cant leave the city or country nor is it useable - its all cut off an then how will one divide their gold bars and coins into denominations to buy things Gold is useful right until you need to actually use it Btc seems crazy right until you need to actually use it"  
[X Link](https://x.com/0x_Kun/status/1979755125175615537) [@0x_Kun](/creator/x/0x_Kun) 2025-10-19T03:42Z 27.7K followers, XXX engagements


"Fundamentally whats going on with gold is not the debasement trade - its the sovereign trade playing out where debasement is a component Actual rate of money supply growth was higher in the first few years of 2020 with money growth rate slower in last couple and yet golds main move accelerated post the decline in rate of change This exponential move started with Russian assets getting frozen by the US and even before that China and Co selling US treasuries and buying gold They are not buying gold because of debasement lol Their central banks are literally there to debase and that is their"  
[X Link](https://x.com/0x_Kun/status/1978760259876663616) [@0x_Kun](/creator/x/0x_Kun) 2025-10-16T09:49Z 27.7K followers, 18.1K engagements


"The game theory situation that can play out is if China knows that US may attempt to go the Bitcoin route instead of align on gold they could both buy up gold and buy up certain amount of Bitcoin as a secondary plan The Uponly move you see now on gold is going to look like peanuts compared to the move in Bitcoin when that move plays out Thats why I also say cycles are not the way to think about bitcoin because the next major move is sovereign driven Just as they way the TA doesnt make sense on gold the move on Bitcoin wont be a TA move It will look like someone who has a billion dollars"  
[X Link](https://x.com/0x_Kun/status/1979428949622165802) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T06:06Z 27.7K followers, 67.5K engagements


"I didnt say it is happening I said that it can Many times in history when the decisions are made they are made from by deciding between options they didnt think they would need to make An this path is being shaped Not to mention that the largest stablecoin provider tether is closely linked with bitcoin adoption and expansion of stablecoins and that basically all members of US government own bitcoin Incentives align and then later shift structurally - thats how things play out When Nixon went off gold standard it wasnt predetermined he made decisions based on where things were There is no"  
[X Link](https://x.com/0x_Kun/status/1979447391146381350) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T07:20Z 27.7K followers, 8832 engagements


"@ruyekian7 @web3_alina When I say alliance I mean brics an their support for gold being used India owns alot of gold privately and publicly Important to understand what someone is saying rather than pick off a word"  
[X Link](https://x.com/0x_Kun/status/1979450770262233429) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T07:33Z 27.7K followers, XXX engagements


"I dont think about it anymore than major moves because the smaller intricacies are so varse But Its possible that the IMF could go either way - either double down on their anti Bitcoin stance or via US interests move to support but I think such a scenario requires some kind of breakdown that forces a choice"  
[X Link](https://x.com/0x_Kun/status/1979468316873023692) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T08:43Z 27.7K followers, XXX engagements


"Do not mistake what something is intended to be and a difference in what it becomes as a failure When DARPA created the first basis for the internet we know now none of them could have imagined the way the internet is used today The first people to use gold would not have seen gold be used the way it is today and that goes for the founding fathers with the constitution to penicillin The fact that the creator of mobile phone didnt see iPhones coming doesnt make the iphone a failure I say this to say Bitcoin is Bitcoin Anti Bitcoiners and even Bitcoiners instead of looking at reality tend to"  
[X Link](https://x.com/0x_Kun/status/1979473649062326484) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T09:04Z 27.7K followers, 6461 engagements


"@memevsculture Its the issue with gold its not verifiable and we have no idea of real numbers These numbers are not reality and its estimated that by many researchers that China is way under reporting and has more gold than US"  
[X Link](https://x.com/0x_Kun/status/1979474232968171826) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T09:06Z 27.7K followers, 9180 engagements


"@CryptoSocrat0 I dont think its as master planned as that more that natural steps push that way ie mid terms /2028 election becoming even more bitcoin supportive Certainty Bitcoin buys for sbr would be a clear push maybe they leaving that for another year to space out achievements idk"  
[X Link](https://x.com/0x_Kun/status/1979527276942549399) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T12:37Z 27.7K followers, XXX engagements


"Well certainly what you raise is an issue if its not accepted but its hard to see why it wouldnt to the extent gold would be Ie you and I trade and I can send you instant money or you can wait a month for me to fly gold to you which you then have to check Then next time you fly the gold to me or we have to now trust a third party to hold it The reason we keep moving off gold is its been the best of the worst as a money meme An sov based on 24/7 settlement globally anywhere I mean yeh if that ends up not being wanted"  
[X Link](https://x.com/0x_Kun/status/1979559819939074199) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T14:46Z 27.7K followers, 1599 engagements


"People keep saying Bitcoin is in a bubble right now especially gold bugs and other mainstream pundits while they argue gold is just finding fair value The average all in cost to mine X bitcoin today is 110000 with price sitting at circa the same level The average all in cost to mine X ounce of gold is 1200 with price sitting at 4300 Its gold thats trading at speculative levels relative to cost to produce"  
[X Link](https://x.com/0x_Kun/status/1979578592515494390) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T16:01Z 27.7K followers, 31.7K engagements


"Not related- doesnt mean cant do well but if Bitcoin is still moving up into a potential sovereign trade - anything else isnt even close to that Now could retail think its part of it sure but central banks and governments may end up buying Bitcoin but they are not buying any alts as apart of it So there is the sovereign trade and then there is the idea of the sovereign trade"  
[X Link](https://x.com/0x_Kun/status/1979742814163599703) [@0x_Kun](/creator/x/0x_Kun) 2025-10-19T02:54Z 27.7K followers, XXX engagements


"Natural part of hash rate adjustment Great thing for btc is Bitcoin mining can be a shared source with ai and switch on and off which is efficiently pricing the cost of electricity While gold miners keep looking for bigger holes and hugely labour intensive to start or stop its very inefficient for the purposes of being a pillar of finance"  
[X Link](https://x.com/0x_Kun/status/1979743468974133450) [@0x_Kun](/creator/x/0x_Kun) 2025-10-19T02:56Z 27.7K followers, XXX engagements


"@ChefBateman Gold will be less attractive if that happens and the parabolic moves on Bitcoin will be bigger Its not based on blind belief An think about how far Bitcoin has come in just XX yrs lol Gold is Groundhog Day and purchasing power doesnt change in long term"  
[X Link](https://x.com/0x_Kun/status/1979785486383366611) [@0x_Kun](/creator/x/0x_Kun) 2025-10-19T05:43Z 27.7K followers, XXX engagements


"@itaintthebest @grok If you read my post Im the opposite of a ccp shill Im saying this is flawed and we need to win by outplaying not joining them in their game"  
[X Link](https://x.com/0x_Kun/status/1979791466760388692) [@0x_Kun](/creator/x/0x_Kun) 2025-10-19T06:07Z 27.7K followers, XX engagements


"For people saying retail isnt coming or not here yet Stablecoins on chain are up many many multiples from yrs ago across the board (tether below as example) There are so many people in ct now that we dont know everyone like yrs ago - there is 10000x more memes 100x more defi 50x more L1 etc Retail is here we just have scaled out value extraction where supply is and demand found equilibirum An Bitcoin is not being rotated into alts like it use to as demand is not as speculative as before by bigger players Like any market there is continuing pockets of outperformance but the idea of an alt szn"  
[X Link](https://x.com/0x_Kun/status/1976224747169202179) [@0x_Kun](/creator/x/0x_Kun) 2025-10-09T09:54Z 27.7K followers, 11.8K engagements


"The worst daily crypto liquidation of all time by 4-5x and Bitcoin is over 110k and only X% down for the 24hr period right now If that doesnt tell you that the market structure is different today than before IDK what to tell you Doesnt mean no drawdowns etc just that if your thinking is just based on an idea of X yrs up X yr XX% down with alt season in between then your mental models are wildly out of date We can argue to what degree and how the market is different but its not the same"  
[X Link](https://x.com/0x_Kun/status/1976881017240928632) [@0x_Kun](/creator/x/0x_Kun) 2025-10-11T05:22Z 27.7K followers, 28.1K engagements


"I get what you mean but after the amount of chats ive had with people on CT- the issue for most is being delusional Hence first rule is consider being wrong Its not the only rule - ive set this out before Once your process is ok with being wrong its easier to have conviction because across port a loss doesnt kill you"  
[X Link](https://x.com/0x_Kun/status/1976884730466550243) [@0x_Kun](/creator/x/0x_Kun) 2025-10-11T05:37Z 27.7K followers, XXX engagements


"Satoshi may have preferred bcash Inventor of internet didnt see what was coming or how it would end up It does not change that Bitcoin is Bitcoin There is certainly some people supporting zcash purely ideologically and they will die on they hill like Roger ver on bcash unfortunately many are just hoping to make money and not seeing reality"  
[X Link](https://x.com/0x_Kun/status/1977678993248977245) [@0x_Kun](/creator/x/0x_Kun) 2025-10-13T10:13Z 27.7K followers, XXX engagements


"@Rewkang Its crazy as you can just imagine that in the future we will talk about liquidations on another scale to this last one A global bitmex pulling the chord type moment"  
[X Link](https://x.com/0x_Kun/status/1978060282686541855) [@0x_Kun](/creator/x/0x_Kun) 2025-10-14T11:28Z 27.6K followers, 2417 engagements


"@zoomerfied They are taking budget neutral to the extreme Pipeline of forfeitures"  
[X Link](https://x.com/0x_Kun/status/1978102913768603932) [@0x_Kun](/creator/x/0x_Kun) 2025-10-14T14:17Z 27.7K followers, 3978 engagements


"@heiss_7 @WClementeIII For few years now Ive advocated to own multiple assets in particular - bitcoin then gold as replacement for treasuries and then digital monopolies for stocks and real estate just as personal consumption But btc being largest for sure"  
[X Link](https://x.com/0x_Kun/status/1978491480411877639) [@0x_Kun](/creator/x/0x_Kun) 2025-10-15T16:01Z 27.6K followers, XXX engagements


"Same way that Bitcoin etf money is not rotating into memes Now does that mean no one who bought bitcoin sold to by memes - no Im sure some individuals did But its more about who is the biggest driver of the buying - central banks arent buying gold rotate Now that doesnt mean more wont be allocated to bitcoin but its much more nuanced than idea of rotation and cycles"  
[X Link](https://x.com/0x_Kun/status/1978796693979329004) [@0x_Kun](/creator/x/0x_Kun) 2025-10-16T12:14Z 27.7K followers, XXX engagements


"There is a reason for that in its properties. Bitcoin for individual sovereignty and decentralised control - can cross borders and leave with infinite capital Gold for centralised power - buying physical gold means you cant leave the country with more than 10k and so its great for socialist style countries - a self lock in"  
[X Link](https://x.com/0x_Kun/status/1978813547410047064) [@0x_Kun](/creator/x/0x_Kun) 2025-10-16T13:21Z 27.4K followers, XXX engagements


"@cdonny_ Electricity is the new oil Oil powers the physical world Electricity powers the digital world Big bifurcation between physical and digital world"  
[X Link](https://x.com/0x_Kun/status/1978821410681139459) [@0x_Kun](/creator/x/0x_Kun) 2025-10-16T13:52Z 27.7K followers, XXX engagements


"Just the whole idea of X yr up X yr down is a crazy forever assumption And Bitcoin will do what Bitcoin does the same way as stocks dont do what gold does or vice versa I think there is a misunderstanding what cycles mean - there are market cycles but they are general trends not exact repeat cycles they can defer by years An none of this considers changes to adoption or profile or anything If Oct is meant to be a cycle top and there is dip but say its higher by March next yr is that still the cycle or different - it makes the terminology not helpful"  
[X Link](https://x.com/0x_Kun/status/1978859669218320646) [@0x_Kun](/creator/x/0x_Kun) 2025-10-16T16:24Z 27.6K followers, XXX engagements


"@kellenki1 @cdonny_ Yes thats true but only 2-3% of electricity generation is oil"  
[X Link](https://x.com/0x_Kun/status/1979108765124252013) [@0x_Kun](/creator/x/0x_Kun) 2025-10-17T08:54Z 27.7K followers, XX engagements


"@facelessbuilds And digital monopolies I add as a third because as mentioned when in periods gold or bitcoin is not doing well they are the ones causing deflation Good to have something winning in all scenarios and then property only as personal consumption"  
[X Link](https://x.com/0x_Kun/status/1979125267521245468) [@0x_Kun](/creator/x/0x_Kun) 2025-10-17T10:00Z 27.7K followers, XXX engagements


"@bishara They should be buying bitcoin Cant help the masses"  
[X Link](https://x.com/0x_Kun/status/1979131336662061159) [@0x_Kun](/creator/x/0x_Kun) 2025-10-17T10:24Z 27.7K followers, 1387 engagements


"I dont think there is a correct answer to this - depends on each person as I also dont rebalance %s General thinking is BTC for time horizons over X yrs Gold are replacement for cash instruments ie bonds Global Digital monopolies form the tech/innovation/cause of deflation aswell as even if issue with currencies then ie Microsoft being used in every country they will always have income and no one country failing does anything so very durable ATM youd basically want more bitcoin then gold and more gold then digital monopolies - home as forced savings against self stupidity and dont count home"  
[X Link](https://x.com/0x_Kun/status/1979138351057019094) [@0x_Kun](/creator/x/0x_Kun) 2025-10-17T10:52Z 27.7K followers, XX engagements


"Having a clue just means to think clearly Its when people try to think smarter they get caught up in what doesnt matter If you buy bitcoin because of where you believe its headed you just own it The dumb thing to do is to try time all in and out based on cycle ideas and or opposite mistake assume it has to go straight up Markets test all participants along the way"  
[X Link](https://x.com/0x_Kun/status/1979167955826135364) [@0x_Kun](/creator/x/0x_Kun) 2025-10-17T12:49Z 27.7K followers, XXX engagements


"@APompliano Im amazed how many still try time in and out of bitcoin lol"  
[X Link](https://x.com/0x_Kun/status/1979175086033899771) [@0x_Kun](/creator/x/0x_Kun) 2025-10-17T13:18Z 27.7K followers, 1136 engagements


"@cryptogenga @APompliano Person who has most real estate or Berkshire stock are people who bought and held not buying in and out Same goes for Bitcoin So I dont understand your q"  
[X Link](https://x.com/0x_Kun/status/1979179795033526747) [@0x_Kun](/creator/x/0x_Kun) 2025-10-17T13:36Z 27.7K followers, XX engagements


"@lucora87 Not bull posting Just a scenario longer term doesnt mean Bitcoin cant fall first We cant think in straight lines"  
[X Link](https://x.com/0x_Kun/status/1979437088631329149) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T06:39Z 27.7K followers, XXX engagements


"@SilenceCapital Its not an can be verified by looking at ownership via entities in US Ive looked into this Most relevant for you is near bottom of post"  
[X Link](https://x.com/0x_Kun/status/1979441389038637101) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T06:56Z 27.7K followers, 2725 engagements


"Bitcoin is Bitcoin I recommend reading my latest post on game theory and choices which makes the point better But what something is intended to be and is - is very different The first people to use gold would not have seen gold be used the way it is today and that goes for the internet the constitution etc The fact that the creator of mobile phone didnt see iPhones coming doesnt make the iphone a failure"  
[X Link](https://x.com/0x_Kun/status/1979469050880393406) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T08:46Z 27.7K followers, XXX engagements


"@KyivKing Over decades trade between China and Russia and other brics nations not to mention domestic gold mining in China and other authoritarian countries Which highlights the issue with gold since we have no proof either way nor whether US still has the gold they say"  
[X Link](https://x.com/0x_Kun/status/1979482733551521920) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T09:40Z 27.7K followers, XXX engagements


"I see what you mean - as mentioned at first they buy gold to buffer their financial stance in order to then people to debase As long as you own the most neutral assets you cant go bankrupt since any revaluing basis of assets would get pegged by reserve assets - its a pretty smart meta play Also debasement is apart of the more fundamental play right now which is sovereign trade"  
[X Link](https://x.com/0x_Kun/status/1979491306260005163) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T10:14Z 27.7K followers, XX engagements


"Based on game theory i dont think they will Just an obvious point but given the bold behaviour of Trump if im Xi do i try in 2027 or just wait till someone else who is less so Also I think they have multiple ways to takeover without force ie sponsoring and supporting pro china candidates migration and gradual means and then financial control of taiwan assets But nonetheless they dont want US to have the power to sanction their assets"  
[X Link](https://x.com/0x_Kun/status/1979492029437718570) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T10:17Z 27.7K followers, XXX engagements


"Comes back to a fault with gold. Another fault is people having to line up and buy gold then keep at a vault at home and even if issues noone can spend their gold because of divisibility. Gold is great right until the moment you need it lol Now who has more gold is important when a time comes for control when they need to use the gold - id imagine ideal situation for china is for US to think they have more and agree and then later find out that chinese has more"  
[X Link](https://x.com/0x_Kun/status/1979492569425072641) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T10:19Z 27.7K followers, XXX engagements


"This is a misunderstanding of adoption Overtime bitcoin transfers from hands of speculators to those that need it In that journey over time it starts off as speculative asset which matures over time as its adopted So it is all X lol Is gold a store of value when it did nothing and went down for a decade before shooting straight up A store of value which inherently suggests over long term then Bitcoin is. Another point is look at the hash rate its uponly the mining input has consistently shifted upward despite price volatility When something is so successful that people like Dalio even support"  
[X Link](https://x.com/0x_Kun/status/1979496700508283253) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T10:36Z 27.7K followers, XX engagements


"@DappThatAss not directly but it creates an additional demand for treasuries which allows them to increase issuance"  
[X Link](https://x.com/0x_Kun/status/1979496961146507565) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T10:37Z 27.7K followers, XXX engagements


"The acceleration imo was since US froze Russian assets Recent move you can see lines at gold stores and so forth and there is a broader participation and squeeze hence the Western ETFs gaining flows to The other metals rising was only after gold made significant moves I dont think they go back to a gold standard the way we know it - they just want the largest stockpile so that they have the upperhand I dont think one can look at gold chart and say that was because of Jackson hole - broadly its the sovereign trade now with retail participation"  
[X Link](https://x.com/0x_Kun/status/1979500205180657877) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T10:50Z 27.7K followers, XXX engagements


"@apelikemonk @level941 Maybe it was not called China accord But discussion on why China would use gold has been discussed for years and the east and west Ive posted about this for a while - I think just you are talking about the China Accord angle but the details are the same"  
[X Link](https://x.com/0x_Kun/status/1979500784736960622) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T10:52Z 27.6K followers, XX engagements


"Id say thats retail fuel on existing trend - if it was as you say a jackson hole thing and emperor no clothes then it would only be gold accelerating Other metals and ETFs shows that its speculation An the lines out doors of physical gold sellers would further add to that point - those people arent there because of jackson hole Anyway short term aside broadly on any meaningful basis we are headed for a rebalancing operation which I would not define as "gold standard" or Bitcoin for that matter but used as a tool to rebalance deficits and trade in structural manner"  
[X Link](https://x.com/0x_Kun/status/1979502681829056705) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T10:59Z 27.7K followers, XX engagements


"@basche42 @haojun222 I just mentioned for purpose of parallel of bitcoin and gold today For China today Im not sure if silver plays any meaningful role - I think they learned from their mistake of the past"  
[X Link](https://x.com/0x_Kun/status/1979514174834459091) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T11:45Z 27.7K followers, XX engagements


"@patalmypal There is many copies of Bitcoin already - but that doesnt recreate mining distribution trust global distribution etc thats why its a one time thing If China made China coin tomorrow whos going to trust that over Bitcoin"  
[X Link](https://x.com/0x_Kun/status/1979555748150706228) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T14:30Z 27.7K followers, XX engagements


"@patalmypal Proof of work is backed by energy and much more fair and a better mechanism for finding equilibrium Gold is faulty proof of work Money is a madeup meme by humans - the only question is whats the best meme"  
[X Link](https://x.com/0x_Kun/status/1979558428260675620) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T14:41Z 27.7K followers, XX engagements


"Moved off i mean the idea of 1-1 gold standard BTW to be clear I dont think we go to a 1-1 gold standard nor a Bitcoin one not anytime soon - something more than just messed up needs to happen for that Nonetheless in the game theory of choices when it comes to trade deficits national debt rebalancing I can see how Bitcoin can be used as a balance sheet asset - whether you want to call that a sovereign SoV or not it doesnt matter to me An thats happening at small scale already like El Salvador so we cant say its not a sovereign sov in that sense and while the US has only just made a SBR in a"  
[X Link](https://x.com/0x_Kun/status/1979568042301681669) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T15:19Z 27.7K followers, XXX engagements


"@discordant7th Another reason why I think Bitcoin would be useful as a balance sheet asset as it prices energy"  
[X Link](https://x.com/0x_Kun/status/1979569283962372265) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T15:24Z 27.7K followers, XX engagements


"You can say that for whoever bought gold at 50$ Fairness is based on the ability at the time and the mechanism of its operation- You had to mine or buy at market and you also had to hold - in hindsight you can say that but as you know its not that obvious at the time and much of the coins have been distributed at market Today the avg cost to mine a bitcoin is 110000 and is circa 110000 - hash rate has been uponly. PoW is a great mechanism for creating equilibrium over time risk adjusted Golds avg cost to mine right now is like 1200 and price is 4300 and the mechanism to adjust is greatly"  
[X Link](https://x.com/0x_Kun/status/1979572066170114154) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T15:35Z 27.7K followers, XX engagements


"If you are commenting to try win some non existent debate thats up to you Or you can look into why in the last year they are being more public about all plans with gold and why they would and are under reporting gold holdings There has been lot of research in this regard and easy to find Its up to you whether its an area of interest or not"  
[X Link](https://x.com/0x_Kun/status/1979573121876414950) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T15:39Z 27.7K followers, XXX engagements


"Today the average cost to mine a bitcoin is 110k its not few yrs ago when the cost to mine avg was 20k and price was 69k or the time before that when BTC was 20k an cost to mine was 2200 There is no bubble in Bitcoin today Meanwhile the avg cost to mine an ounce of gold today is 1200 and price is 4300 Crypto is not bitcoin"  
[X Link](https://x.com/0x_Kun/status/1979573925656109364) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T15:42Z 27.7K followers, XXX engagements


"@Nedalltheway @RichardHeartWet Doing predictions is a fools errand because its not a prediction its a guess"  
[X Link](https://x.com/0x_Kun/status/1979574845861183912) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T15:46Z 27.7K followers, XX engagements


"@richmomz Not to corner just to have more than any other An its widely believed that their gold holding are under reported by many multiples in order of magnitude at government level let alone private ownership"  
[X Link](https://x.com/0x_Kun/status/1979580801210790093) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T16:10Z 27.7K followers, XXX engagements


"@caballero_io 1) I already said in post the goal is not to be reserve its to create the power to weaken - they need soft power not reserve 2) in tweet there was X steps first to buy then to debase 3)hence the post I dont think you understood what I was trying to say but thats fine"  
[X Link](https://x.com/0x_Kun/status/1979597389351768506) [@0x_Kun](/creator/x/0x_Kun) 2025-10-18T17:16Z 27.7K followers, XX engagements


"@Harshad_web3 Not cope - i dont think bitcoin goes straight up and I dont time short term either This was just a post on the game theory setup Game theory is not about what people want to do its about situations that create a decision tree"  
[X Link](https://x.com/0x_Kun/status/1979736059614527889) [@0x_Kun](/creator/x/0x_Kun) 2025-10-19T02:27Z 27.7K followers, XX engagements


"Central banks are not price sensitive nonetheless as you say once it slows down while supply increases because mining cost is low it will find a new equilibrium Another consideration is what can support price is debasement since its measured in fiat So there can be pullback and drops but not seeing a like XX% style crash"  
[X Link](https://x.com/0x_Kun/status/1979740173387903013) [@0x_Kun](/creator/x/0x_Kun) 2025-10-19T02:43Z 27.7K followers, XX engagements


"@Harshad_web3 X yrs ago youd say its cope that Blackrock had Bitcoin etf or any number of things Cope is about not being able to bare outcomes - number X rule is be ok with being wrong upfront I think that can play out is correct statement rather than it will"  
[X Link](https://x.com/0x_Kun/status/1979746548616659164) [@0x_Kun](/creator/x/0x_Kun) 2025-10-19T03:08Z 27.7K followers, XX engagements


"@JohnA31766772 Forced necessity creates infrastructure Ie South American countries using tron network for usdt - many are boomers Hence the saying bitcoin is on a need to know basis"  
[X Link](https://x.com/0x_Kun/status/1979756652653133875) [@0x_Kun](/creator/x/0x_Kun) 2025-10-19T03:49Z 27.7K followers, XX engagements


"@FloB_Safe Ironically tokenised gold is better for this reason Which then ultimately makes you realise that its not the solution"  
[X Link](https://x.com/0x_Kun/status/1979757780501405994) [@0x_Kun](/creator/x/0x_Kun) 2025-10-19T03:53Z 27.7K followers, XXX engagements


"China already has been doing that Problem is what happens once countries no longer have the alignment not just the selling Ie China could sell all and its not the end of the world But the less interconnected and less need to negotiate the more you end up with escalations and then loss of trust"  
[X Link](https://x.com/0x_Kun/status/1979764380666618226) [@0x_Kun](/creator/x/0x_Kun) 2025-10-19T04:19Z 27.7K followers, XX engagements


"@stefchefg Macromicro considers all in total cost not just electricity Remember that public Bitcoin miners only state their electricity cost not total cost Also obviously some will be cheaper but this is the average"  
[X Link](https://x.com/0x_Kun/status/1979844701491736687) [@0x_Kun](/creator/x/0x_Kun) 2025-10-19T09:38Z 27.7K followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@0x_Kun Avatar @0x_Kun Kun

Kun posts on X about bitcoin, china, money, countries the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

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  • X Month XXXXXXX +169%
  • X Months XXXXXXXXX -XX%
  • X Year XXXXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XX +149%
  • X Month XXX +64%
  • X Months XXX -XX%
  • X Year XXXXX -XXXX%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +2.30%
  • X Month XXXXXX +2.60%
  • X Months XXXXXX +8.90%
  • X Year XXXXXX +24%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence cryptocurrencies #736 finance XXXX% countries XXXX% stocks XXXX% technology brands XXXX% exchanges XXXX% automotive brands XXXX%

Social topic influence bitcoin #345, china #677, money 1.57%, countries 1.25%, long term #695, adoption #247, has been 0.94%, fud 0.63%, coins #1575, instead of #296

Top accounts mentioned or mentioned by @sedonaroxx @davidjamesjnrr @xsiadzmichal @airball77 @crpshowintern @gcantshoot @facelessbuilds @patalmypal @johna31766772 @fiskantes @thk4amos_jok3r @chipflare @tidymeta @trax1040 @breadobligation @stefchefg @basche42 @richardheartwet @ppat_throwaway @xxaxx2

Top assets mentioned Bitcoin (BTC) Microsoft Corp. (MSFT) BlackRock Inc (BLK)

Top Social Posts #


Top posts by engagements in the last XX hours

"It means its extended beyond current supply dynamics When Bitcoin was 69k few yrs ago mining cost was 20k and that was speculative What the supply cost infers is the current most conservative market participants long term willingness - that may change later but atm there is no equilibrium there Also as you mention as more miners come online more gold is added to the market at higher rate causing a pressure downwards on prices"
X Link @0x_Kun 2025-10-19T02:22Z 27.7K followers, XXX engagements

"Gold makes senseuntil you actually need it. Bitcoin doesnt make senseuntil you actually need it Thats why I see gold like cash: fine when there is chaos but everythings fine for you to live where you are But imagine youre in a country with sudden capital controlsmaybe due to tariffs or geopolitical tensionand you need to leave. Your accounts are restricted and you cant board a plane with a bunch of physical gold. Gold works as a store of wealth if you can stay where you are Ive thought this througheven in a safe country. Bitcoin is the only asset you can truly take with you unaffected by"
X Link @0x_Kun 2025-04-05T06:32Z 27.7K followers, 46K engagements

"My best guess is China is doing the financial reset move that we all said the US was going to do - Their answer to the Mara Lago Accords - The Xi Accords China buys up gold and debases currency at sametime - basically doing the MSTR move of nations but with gold But then at a certain point they can stop buying gold and continue to debase which resets global financial power dynamics - they become the world leader in gold holdings so that they dont become Weimar Germany but at sametime have the control to print money like US to make their exchange rate weaker to make trade competitive Remember"
X Link @0x_Kun 2025-10-18T04:47Z 27.7K followers, 332.4K engagements

"@aidanbrodieo You can start with looking into how much bitcoin is held in US by exchanges and custodians and etf etc Its not the chain route but it in itself shows that despite fud that US is ahead on ownership"
X Link @0x_Kun 2025-10-19T02:29Z 27.7K followers, XXX engagements

"@stefchefg Im talking all in cost averages You are using electricity cost number provided by some public company which does not show all in cost"
X Link @0x_Kun 2025-10-19T02:36Z 27.7K followers, XXX engagements

"Im against conspiracy theories for understanding macro as we cant verify it in any meaningful way When I talk about potential outcomes Im not talking about singular master planning Game theory is about seeing what decisions people will make given certain choices - whether or not they want to make the choice is irrelevant only that they need to Ie Trump running with pro bitcoin was a political move to gain votes not a core pillar of his previous thinking but since he did that creates outcomes So when people say its a conspiracy that the US has some master plan to adopt Bitcoin in a meaningful"
X Link @0x_Kun 2025-10-18T08:40Z 27.7K followers, 8330 engagements

"We have gotten here despite all the fud on Bitcoin at every angle - so Im not concerned about the view as threat thats the case as it is Power outage is short lived and not global Physical gold is a self enforced jail where you cant leave the city or country nor is it useable - its all cut off an then how will one divide their gold bars and coins into denominations to buy things Gold is useful right until you need to actually use it Btc seems crazy right until you need to actually use it"
X Link @0x_Kun 2025-10-19T03:42Z 27.7K followers, XXX engagements

"Fundamentally whats going on with gold is not the debasement trade - its the sovereign trade playing out where debasement is a component Actual rate of money supply growth was higher in the first few years of 2020 with money growth rate slower in last couple and yet golds main move accelerated post the decline in rate of change This exponential move started with Russian assets getting frozen by the US and even before that China and Co selling US treasuries and buying gold They are not buying gold because of debasement lol Their central banks are literally there to debase and that is their"
X Link @0x_Kun 2025-10-16T09:49Z 27.7K followers, 18.1K engagements

"The game theory situation that can play out is if China knows that US may attempt to go the Bitcoin route instead of align on gold they could both buy up gold and buy up certain amount of Bitcoin as a secondary plan The Uponly move you see now on gold is going to look like peanuts compared to the move in Bitcoin when that move plays out Thats why I also say cycles are not the way to think about bitcoin because the next major move is sovereign driven Just as they way the TA doesnt make sense on gold the move on Bitcoin wont be a TA move It will look like someone who has a billion dollars"
X Link @0x_Kun 2025-10-18T06:06Z 27.7K followers, 67.5K engagements

"I didnt say it is happening I said that it can Many times in history when the decisions are made they are made from by deciding between options they didnt think they would need to make An this path is being shaped Not to mention that the largest stablecoin provider tether is closely linked with bitcoin adoption and expansion of stablecoins and that basically all members of US government own bitcoin Incentives align and then later shift structurally - thats how things play out When Nixon went off gold standard it wasnt predetermined he made decisions based on where things were There is no"
X Link @0x_Kun 2025-10-18T07:20Z 27.7K followers, 8832 engagements

"@ruyekian7 @web3_alina When I say alliance I mean brics an their support for gold being used India owns alot of gold privately and publicly Important to understand what someone is saying rather than pick off a word"
X Link @0x_Kun 2025-10-18T07:33Z 27.7K followers, XXX engagements

"I dont think about it anymore than major moves because the smaller intricacies are so varse But Its possible that the IMF could go either way - either double down on their anti Bitcoin stance or via US interests move to support but I think such a scenario requires some kind of breakdown that forces a choice"
X Link @0x_Kun 2025-10-18T08:43Z 27.7K followers, XXX engagements

"Do not mistake what something is intended to be and a difference in what it becomes as a failure When DARPA created the first basis for the internet we know now none of them could have imagined the way the internet is used today The first people to use gold would not have seen gold be used the way it is today and that goes for the founding fathers with the constitution to penicillin The fact that the creator of mobile phone didnt see iPhones coming doesnt make the iphone a failure I say this to say Bitcoin is Bitcoin Anti Bitcoiners and even Bitcoiners instead of looking at reality tend to"
X Link @0x_Kun 2025-10-18T09:04Z 27.7K followers, 6461 engagements

"@memevsculture Its the issue with gold its not verifiable and we have no idea of real numbers These numbers are not reality and its estimated that by many researchers that China is way under reporting and has more gold than US"
X Link @0x_Kun 2025-10-18T09:06Z 27.7K followers, 9180 engagements

"@CryptoSocrat0 I dont think its as master planned as that more that natural steps push that way ie mid terms /2028 election becoming even more bitcoin supportive Certainty Bitcoin buys for sbr would be a clear push maybe they leaving that for another year to space out achievements idk"
X Link @0x_Kun 2025-10-18T12:37Z 27.7K followers, XXX engagements

"Well certainly what you raise is an issue if its not accepted but its hard to see why it wouldnt to the extent gold would be Ie you and I trade and I can send you instant money or you can wait a month for me to fly gold to you which you then have to check Then next time you fly the gold to me or we have to now trust a third party to hold it The reason we keep moving off gold is its been the best of the worst as a money meme An sov based on 24/7 settlement globally anywhere I mean yeh if that ends up not being wanted"
X Link @0x_Kun 2025-10-18T14:46Z 27.7K followers, 1599 engagements

"People keep saying Bitcoin is in a bubble right now especially gold bugs and other mainstream pundits while they argue gold is just finding fair value The average all in cost to mine X bitcoin today is 110000 with price sitting at circa the same level The average all in cost to mine X ounce of gold is 1200 with price sitting at 4300 Its gold thats trading at speculative levels relative to cost to produce"
X Link @0x_Kun 2025-10-18T16:01Z 27.7K followers, 31.7K engagements

"Not related- doesnt mean cant do well but if Bitcoin is still moving up into a potential sovereign trade - anything else isnt even close to that Now could retail think its part of it sure but central banks and governments may end up buying Bitcoin but they are not buying any alts as apart of it So there is the sovereign trade and then there is the idea of the sovereign trade"
X Link @0x_Kun 2025-10-19T02:54Z 27.7K followers, XXX engagements

"Natural part of hash rate adjustment Great thing for btc is Bitcoin mining can be a shared source with ai and switch on and off which is efficiently pricing the cost of electricity While gold miners keep looking for bigger holes and hugely labour intensive to start or stop its very inefficient for the purposes of being a pillar of finance"
X Link @0x_Kun 2025-10-19T02:56Z 27.7K followers, XXX engagements

"@ChefBateman Gold will be less attractive if that happens and the parabolic moves on Bitcoin will be bigger Its not based on blind belief An think about how far Bitcoin has come in just XX yrs lol Gold is Groundhog Day and purchasing power doesnt change in long term"
X Link @0x_Kun 2025-10-19T05:43Z 27.7K followers, XXX engagements

"@itaintthebest @grok If you read my post Im the opposite of a ccp shill Im saying this is flawed and we need to win by outplaying not joining them in their game"
X Link @0x_Kun 2025-10-19T06:07Z 27.7K followers, XX engagements

"For people saying retail isnt coming or not here yet Stablecoins on chain are up many many multiples from yrs ago across the board (tether below as example) There are so many people in ct now that we dont know everyone like yrs ago - there is 10000x more memes 100x more defi 50x more L1 etc Retail is here we just have scaled out value extraction where supply is and demand found equilibirum An Bitcoin is not being rotated into alts like it use to as demand is not as speculative as before by bigger players Like any market there is continuing pockets of outperformance but the idea of an alt szn"
X Link @0x_Kun 2025-10-09T09:54Z 27.7K followers, 11.8K engagements

"The worst daily crypto liquidation of all time by 4-5x and Bitcoin is over 110k and only X% down for the 24hr period right now If that doesnt tell you that the market structure is different today than before IDK what to tell you Doesnt mean no drawdowns etc just that if your thinking is just based on an idea of X yrs up X yr XX% down with alt season in between then your mental models are wildly out of date We can argue to what degree and how the market is different but its not the same"
X Link @0x_Kun 2025-10-11T05:22Z 27.7K followers, 28.1K engagements

"I get what you mean but after the amount of chats ive had with people on CT- the issue for most is being delusional Hence first rule is consider being wrong Its not the only rule - ive set this out before Once your process is ok with being wrong its easier to have conviction because across port a loss doesnt kill you"
X Link @0x_Kun 2025-10-11T05:37Z 27.7K followers, XXX engagements

"Satoshi may have preferred bcash Inventor of internet didnt see what was coming or how it would end up It does not change that Bitcoin is Bitcoin There is certainly some people supporting zcash purely ideologically and they will die on they hill like Roger ver on bcash unfortunately many are just hoping to make money and not seeing reality"
X Link @0x_Kun 2025-10-13T10:13Z 27.7K followers, XXX engagements

"@Rewkang Its crazy as you can just imagine that in the future we will talk about liquidations on another scale to this last one A global bitmex pulling the chord type moment"
X Link @0x_Kun 2025-10-14T11:28Z 27.6K followers, 2417 engagements

"@zoomerfied They are taking budget neutral to the extreme Pipeline of forfeitures"
X Link @0x_Kun 2025-10-14T14:17Z 27.7K followers, 3978 engagements

"@heiss_7 @WClementeIII For few years now Ive advocated to own multiple assets in particular - bitcoin then gold as replacement for treasuries and then digital monopolies for stocks and real estate just as personal consumption But btc being largest for sure"
X Link @0x_Kun 2025-10-15T16:01Z 27.6K followers, XXX engagements

"Same way that Bitcoin etf money is not rotating into memes Now does that mean no one who bought bitcoin sold to by memes - no Im sure some individuals did But its more about who is the biggest driver of the buying - central banks arent buying gold rotate Now that doesnt mean more wont be allocated to bitcoin but its much more nuanced than idea of rotation and cycles"
X Link @0x_Kun 2025-10-16T12:14Z 27.7K followers, XXX engagements

"There is a reason for that in its properties. Bitcoin for individual sovereignty and decentralised control - can cross borders and leave with infinite capital Gold for centralised power - buying physical gold means you cant leave the country with more than 10k and so its great for socialist style countries - a self lock in"
X Link @0x_Kun 2025-10-16T13:21Z 27.4K followers, XXX engagements

"@cdonny_ Electricity is the new oil Oil powers the physical world Electricity powers the digital world Big bifurcation between physical and digital world"
X Link @0x_Kun 2025-10-16T13:52Z 27.7K followers, XXX engagements

"Just the whole idea of X yr up X yr down is a crazy forever assumption And Bitcoin will do what Bitcoin does the same way as stocks dont do what gold does or vice versa I think there is a misunderstanding what cycles mean - there are market cycles but they are general trends not exact repeat cycles they can defer by years An none of this considers changes to adoption or profile or anything If Oct is meant to be a cycle top and there is dip but say its higher by March next yr is that still the cycle or different - it makes the terminology not helpful"
X Link @0x_Kun 2025-10-16T16:24Z 27.6K followers, XXX engagements

"@kellenki1 @cdonny_ Yes thats true but only 2-3% of electricity generation is oil"
X Link @0x_Kun 2025-10-17T08:54Z 27.7K followers, XX engagements

"@facelessbuilds And digital monopolies I add as a third because as mentioned when in periods gold or bitcoin is not doing well they are the ones causing deflation Good to have something winning in all scenarios and then property only as personal consumption"
X Link @0x_Kun 2025-10-17T10:00Z 27.7K followers, XXX engagements

"@bishara They should be buying bitcoin Cant help the masses"
X Link @0x_Kun 2025-10-17T10:24Z 27.7K followers, 1387 engagements

"I dont think there is a correct answer to this - depends on each person as I also dont rebalance %s General thinking is BTC for time horizons over X yrs Gold are replacement for cash instruments ie bonds Global Digital monopolies form the tech/innovation/cause of deflation aswell as even if issue with currencies then ie Microsoft being used in every country they will always have income and no one country failing does anything so very durable ATM youd basically want more bitcoin then gold and more gold then digital monopolies - home as forced savings against self stupidity and dont count home"
X Link @0x_Kun 2025-10-17T10:52Z 27.7K followers, XX engagements

"Having a clue just means to think clearly Its when people try to think smarter they get caught up in what doesnt matter If you buy bitcoin because of where you believe its headed you just own it The dumb thing to do is to try time all in and out based on cycle ideas and or opposite mistake assume it has to go straight up Markets test all participants along the way"
X Link @0x_Kun 2025-10-17T12:49Z 27.7K followers, XXX engagements

"@APompliano Im amazed how many still try time in and out of bitcoin lol"
X Link @0x_Kun 2025-10-17T13:18Z 27.7K followers, 1136 engagements

"@cryptogenga @APompliano Person who has most real estate or Berkshire stock are people who bought and held not buying in and out Same goes for Bitcoin So I dont understand your q"
X Link @0x_Kun 2025-10-17T13:36Z 27.7K followers, XX engagements

"@lucora87 Not bull posting Just a scenario longer term doesnt mean Bitcoin cant fall first We cant think in straight lines"
X Link @0x_Kun 2025-10-18T06:39Z 27.7K followers, XXX engagements

"@SilenceCapital Its not an can be verified by looking at ownership via entities in US Ive looked into this Most relevant for you is near bottom of post"
X Link @0x_Kun 2025-10-18T06:56Z 27.7K followers, 2725 engagements

"Bitcoin is Bitcoin I recommend reading my latest post on game theory and choices which makes the point better But what something is intended to be and is - is very different The first people to use gold would not have seen gold be used the way it is today and that goes for the internet the constitution etc The fact that the creator of mobile phone didnt see iPhones coming doesnt make the iphone a failure"
X Link @0x_Kun 2025-10-18T08:46Z 27.7K followers, XXX engagements

"@KyivKing Over decades trade between China and Russia and other brics nations not to mention domestic gold mining in China and other authoritarian countries Which highlights the issue with gold since we have no proof either way nor whether US still has the gold they say"
X Link @0x_Kun 2025-10-18T09:40Z 27.7K followers, XXX engagements

"I see what you mean - as mentioned at first they buy gold to buffer their financial stance in order to then people to debase As long as you own the most neutral assets you cant go bankrupt since any revaluing basis of assets would get pegged by reserve assets - its a pretty smart meta play Also debasement is apart of the more fundamental play right now which is sovereign trade"
X Link @0x_Kun 2025-10-18T10:14Z 27.7K followers, XX engagements

"Based on game theory i dont think they will Just an obvious point but given the bold behaviour of Trump if im Xi do i try in 2027 or just wait till someone else who is less so Also I think they have multiple ways to takeover without force ie sponsoring and supporting pro china candidates migration and gradual means and then financial control of taiwan assets But nonetheless they dont want US to have the power to sanction their assets"
X Link @0x_Kun 2025-10-18T10:17Z 27.7K followers, XXX engagements

"Comes back to a fault with gold. Another fault is people having to line up and buy gold then keep at a vault at home and even if issues noone can spend their gold because of divisibility. Gold is great right until the moment you need it lol Now who has more gold is important when a time comes for control when they need to use the gold - id imagine ideal situation for china is for US to think they have more and agree and then later find out that chinese has more"
X Link @0x_Kun 2025-10-18T10:19Z 27.7K followers, XXX engagements

"This is a misunderstanding of adoption Overtime bitcoin transfers from hands of speculators to those that need it In that journey over time it starts off as speculative asset which matures over time as its adopted So it is all X lol Is gold a store of value when it did nothing and went down for a decade before shooting straight up A store of value which inherently suggests over long term then Bitcoin is. Another point is look at the hash rate its uponly the mining input has consistently shifted upward despite price volatility When something is so successful that people like Dalio even support"
X Link @0x_Kun 2025-10-18T10:36Z 27.7K followers, XX engagements

"@DappThatAss not directly but it creates an additional demand for treasuries which allows them to increase issuance"
X Link @0x_Kun 2025-10-18T10:37Z 27.7K followers, XXX engagements

"The acceleration imo was since US froze Russian assets Recent move you can see lines at gold stores and so forth and there is a broader participation and squeeze hence the Western ETFs gaining flows to The other metals rising was only after gold made significant moves I dont think they go back to a gold standard the way we know it - they just want the largest stockpile so that they have the upperhand I dont think one can look at gold chart and say that was because of Jackson hole - broadly its the sovereign trade now with retail participation"
X Link @0x_Kun 2025-10-18T10:50Z 27.7K followers, XXX engagements

"@apelikemonk @level941 Maybe it was not called China accord But discussion on why China would use gold has been discussed for years and the east and west Ive posted about this for a while - I think just you are talking about the China Accord angle but the details are the same"
X Link @0x_Kun 2025-10-18T10:52Z 27.6K followers, XX engagements

"Id say thats retail fuel on existing trend - if it was as you say a jackson hole thing and emperor no clothes then it would only be gold accelerating Other metals and ETFs shows that its speculation An the lines out doors of physical gold sellers would further add to that point - those people arent there because of jackson hole Anyway short term aside broadly on any meaningful basis we are headed for a rebalancing operation which I would not define as "gold standard" or Bitcoin for that matter but used as a tool to rebalance deficits and trade in structural manner"
X Link @0x_Kun 2025-10-18T10:59Z 27.7K followers, XX engagements

"@basche42 @haojun222 I just mentioned for purpose of parallel of bitcoin and gold today For China today Im not sure if silver plays any meaningful role - I think they learned from their mistake of the past"
X Link @0x_Kun 2025-10-18T11:45Z 27.7K followers, XX engagements

"@patalmypal There is many copies of Bitcoin already - but that doesnt recreate mining distribution trust global distribution etc thats why its a one time thing If China made China coin tomorrow whos going to trust that over Bitcoin"
X Link @0x_Kun 2025-10-18T14:30Z 27.7K followers, XX engagements

"@patalmypal Proof of work is backed by energy and much more fair and a better mechanism for finding equilibrium Gold is faulty proof of work Money is a madeup meme by humans - the only question is whats the best meme"
X Link @0x_Kun 2025-10-18T14:41Z 27.7K followers, XX engagements

"Moved off i mean the idea of 1-1 gold standard BTW to be clear I dont think we go to a 1-1 gold standard nor a Bitcoin one not anytime soon - something more than just messed up needs to happen for that Nonetheless in the game theory of choices when it comes to trade deficits national debt rebalancing I can see how Bitcoin can be used as a balance sheet asset - whether you want to call that a sovereign SoV or not it doesnt matter to me An thats happening at small scale already like El Salvador so we cant say its not a sovereign sov in that sense and while the US has only just made a SBR in a"
X Link @0x_Kun 2025-10-18T15:19Z 27.7K followers, XXX engagements

"@discordant7th Another reason why I think Bitcoin would be useful as a balance sheet asset as it prices energy"
X Link @0x_Kun 2025-10-18T15:24Z 27.7K followers, XX engagements

"You can say that for whoever bought gold at 50$ Fairness is based on the ability at the time and the mechanism of its operation- You had to mine or buy at market and you also had to hold - in hindsight you can say that but as you know its not that obvious at the time and much of the coins have been distributed at market Today the avg cost to mine a bitcoin is 110000 and is circa 110000 - hash rate has been uponly. PoW is a great mechanism for creating equilibrium over time risk adjusted Golds avg cost to mine right now is like 1200 and price is 4300 and the mechanism to adjust is greatly"
X Link @0x_Kun 2025-10-18T15:35Z 27.7K followers, XX engagements

"If you are commenting to try win some non existent debate thats up to you Or you can look into why in the last year they are being more public about all plans with gold and why they would and are under reporting gold holdings There has been lot of research in this regard and easy to find Its up to you whether its an area of interest or not"
X Link @0x_Kun 2025-10-18T15:39Z 27.7K followers, XXX engagements

"Today the average cost to mine a bitcoin is 110k its not few yrs ago when the cost to mine avg was 20k and price was 69k or the time before that when BTC was 20k an cost to mine was 2200 There is no bubble in Bitcoin today Meanwhile the avg cost to mine an ounce of gold today is 1200 and price is 4300 Crypto is not bitcoin"
X Link @0x_Kun 2025-10-18T15:42Z 27.7K followers, XXX engagements

"@Nedalltheway @RichardHeartWet Doing predictions is a fools errand because its not a prediction its a guess"
X Link @0x_Kun 2025-10-18T15:46Z 27.7K followers, XX engagements

"@richmomz Not to corner just to have more than any other An its widely believed that their gold holding are under reported by many multiples in order of magnitude at government level let alone private ownership"
X Link @0x_Kun 2025-10-18T16:10Z 27.7K followers, XXX engagements

"@caballero_io 1) I already said in post the goal is not to be reserve its to create the power to weaken - they need soft power not reserve 2) in tweet there was X steps first to buy then to debase 3)hence the post I dont think you understood what I was trying to say but thats fine"
X Link @0x_Kun 2025-10-18T17:16Z 27.7K followers, XX engagements

"@Harshad_web3 Not cope - i dont think bitcoin goes straight up and I dont time short term either This was just a post on the game theory setup Game theory is not about what people want to do its about situations that create a decision tree"
X Link @0x_Kun 2025-10-19T02:27Z 27.7K followers, XX engagements

"Central banks are not price sensitive nonetheless as you say once it slows down while supply increases because mining cost is low it will find a new equilibrium Another consideration is what can support price is debasement since its measured in fiat So there can be pullback and drops but not seeing a like XX% style crash"
X Link @0x_Kun 2025-10-19T02:43Z 27.7K followers, XX engagements

"@Harshad_web3 X yrs ago youd say its cope that Blackrock had Bitcoin etf or any number of things Cope is about not being able to bare outcomes - number X rule is be ok with being wrong upfront I think that can play out is correct statement rather than it will"
X Link @0x_Kun 2025-10-19T03:08Z 27.7K followers, XX engagements

"@JohnA31766772 Forced necessity creates infrastructure Ie South American countries using tron network for usdt - many are boomers Hence the saying bitcoin is on a need to know basis"
X Link @0x_Kun 2025-10-19T03:49Z 27.7K followers, XX engagements

"@FloB_Safe Ironically tokenised gold is better for this reason Which then ultimately makes you realise that its not the solution"
X Link @0x_Kun 2025-10-19T03:53Z 27.7K followers, XXX engagements

"China already has been doing that Problem is what happens once countries no longer have the alignment not just the selling Ie China could sell all and its not the end of the world But the less interconnected and less need to negotiate the more you end up with escalations and then loss of trust"
X Link @0x_Kun 2025-10-19T04:19Z 27.7K followers, XX engagements

"@stefchefg Macromicro considers all in total cost not just electricity Remember that public Bitcoin miners only state their electricity cost not total cost Also obviously some will be cheaper but this is the average"
X Link @0x_Kun 2025-10-19T09:38Z 27.7K followers, XX engagements

@0x_Kun
/creator/twitter::0x_Kun