The 80/20 Rule and Bitcoin's Lead

"The point here is that math doesn't lose." That was the host of the Mining Disrupt News Surge on Monday, February 17, 2025, five weeks before the Mining Disrupt Expo in Fort Lauderdale.

He did not read out the price that day. He said a dollar bought more than a thousand sats and the total market cap was back under two trillion dollars. For the record, Bitcoin traded at $96,068 the day the episode went out. On October 26, 2026 it was $79,953.

He went through the week one day at a time. On Monday, Solo Satoshi reported a second solo miner finding a block, two in one day. He said he likes seeing solo miners hit blocks and does not like giant pockets of mining.

On Tuesday, a 13F filing showed Goldman Sachs holding about 24 million shares of BlackRock's Bitcoin ETF, an 88 percent increase from its previous filing. On Wednesday, Lyn Alden wrote that one day the debate over whether AIs deserve rights would be intense. The host's own question was simpler: if digital entities want to be paid, what will they want to be paid in? Not paper dollars, he said.

On Friday came the item he called some of the biggest news of the week. Nick Bhatia posted that Abu Dhabi's sovereign wealth fund owned Bitcoin, and Jeff Park added that the largest single position in Paul Tudor Jones's portfolio was Bitcoin.

He also took on a remark from Michael Saylor, who had said that buying Bitcoin strengthens the network and selling weakens it. Replies pointed out that the network only sees coins being spent, and Jameson Lopp noted that every buyer has a seller. The host offered one possible reading, buying from miners, and said plainly that Saylor had not said that. His lesson was not to have too many heroes.

Then the main segment. Mark Moss had counted more than eleven million cryptocurrencies and asked who felt lucky enough to pick the right one. The host answered with the Pareto principle, the eighty-twenty rule: a small share of causes accounts for most of the effects. Bitcoin's share of the market was above half, he said, and everything else together was below it. Which coin overtakes it? He guessed none of them.

He compared it with the stock market, where seven companies take a large part of the chart and the other 493 share the rest. When there is a clear leader, he said, it pays to ask why.

He closed with a warning. You come at the king, you best not miss.

The full story is on the Mining Disrupt magazine at miningdisrupt.com.