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Most Will Quit Here – I Won’t Let You
Don’t Lose Sight of the Big Picture
Teeka Tiwari & Houston Molnar
November 26, 2025
A Note from Big T: With Thanksgiving upon us, I know many of you are getting ready to gather with friends and loved ones.
I’ll be with my partner, my three daughters, my granddaughter, my 21-month-old son and my brother this Thanksgiving. What a gift they all are in my life.
From my family to your family, I want to wish you and your loved ones a very Happy Thanksgiving.
Our offices will be closed for the remainder of the holiday weekend, and on behalf of me and my team, I also want to wish you a Happy Thanksgiving!
Big T
I was dreading going home for the holidays.
It was December 2018. I had just told the people closest to me back home in Wisconsin about bitcoin – passionately explaining the research, the adoption curve, the long-term potential… Only to watch it collapse by 60% in a matter of weeks.
Nothing stings more than seeing someone lose money because they trusted your research.
So when I met a friend for a holiday drink at a bar in Green Bay the night before Christmas, I braced myself. And sure enough, within minutes, he asked – with that nervous half-laugh we all know too well – “So… what’s going on with bitcoin?”
What he expected was an apology. An admission that maybe the critics were right and I was wrong.
Instead, what I told him was simple and honest. “Yes, things are ugly. I won’t pretend otherwise. But when you zoom out and look at the long-term adoption story, the case for bitcoin is stronger than ever.”
Then I told him, “This is the buying opportunity of a lifetime.”
Since those lows, bitcoin has rocketed 3,097%.
Much like that holiday season seven years ago – the market is puking again. Bitcoin has been down as much as 32% since its all-time high over $126,000 last month. Sentiment is in the dumps.
And that’s exactly why I wanted to revisit this story with you today.
I know how easy it is to feel worn down by the volatility. You might even be tempted to walk away – just like my friend almost did.
But if you and I were sitting together in a bar today, I’d tell you what I told my friend back then: The ugliness you’re seeing right now is just a speed bump on the highway to mass adoption.
Now, I can’t promise the worst is over – just like I couldn’t promise him. Maybe the selling stops in a month. Maybe it drags on longer.
But when I look at where this asset is headed – not over the next five weeks… but over the next five years – I see a far brighter path than the day-to-day prices suggest.
That’s why I want to walk you through the three rules that helped me survive every ugly stretch since 2018… And why they matter so much right now.
Rule 1: Don’t Lose Sight of the Big Picture