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ON THE BFC STREAM ☀️ WEDNESDAY, NOVEMBER 11TH 📺
Corporate Bitcoin, start to finish. Here’s the running order.
ROLLING TODAY:
ICYMI: Bitcoin For Corporations' Amsterdam Symposium, Nov 4, 2026 xitter.twitterapi.xyz/i/broadcasts/2rJXqZnlb…
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JUST IN: MSCI will remove @Strategy from its global indexes, including the MSCI USA Index, at the Nov 30 close, per its November index review.
Context: On Oct 29, @BitcoinForCorps filed a formal complaint with MSCI over its new non-operating company eligibility framework.
The full letter is in this original post:
xitter.twitterapi.xyz/BitcoinForCorps/status…
JUST IN: @BitcoinForCorps has filed a formal complaint with MSCI over its new non-operating company eligibility framework.
🗒️ Full letter attached:
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Since 2017, #Bitcoin has finished first among 10 major assets in 3 calendar years, and last in 3.
Annualized, it still leads all of them:
➤ Bitcoin: 55.3% a year
➤ NVIDIA: 53.1%
➤ Mag 7: 36.0%
➤ S&P 500: 14.9%
➤ Gold: 13.0%
SpaceX just closed $40 billion in debt. That's who Bitcoin credit is competing with for institutional dollars.
"Meanwhile, we're out here trying to sell $700 million of a digital credit product." — Jeff Walton, Strive
With Lance Vitanza, Khing Oei and Gareth Jenkinson at the BFC Amsterdam Symposium.
0:00 When Institutions Really Arrived
2:00 Subscribe to BFC
2:50 Access Isn't Investability
6:35 Why Rating Agencies Matter
9:35 Crazy Guys in the Corner
13:00 Credit's Holy Trinity
15:15 More Bitcoin, Less Risk
18:35 What We're Up Against
"Bitcoin doesn't have a price, it has an exchange rate."
Ben Werkman of Strive on what that means for anyone still earning yield in dollars, with Himanshu Sahay of Arch Lending and Matthew Whitcomb of LQWD.
Moderated by Brian Hirschfield of Actuarial Bitcoin Advisors.
Recorded live at the BFC Symposium Amsterdam.
A 13F lists securities Barclays manages, not #Bitcoin on its own balance sheet.
sec.gov/Archives/edgar/data/…
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ON THE BFC STREAM ☀️ TUESDAY, NOVEMBER 10TH 📺
Everything below is free, live, and running all day.
PLAYING TODAY:
9a: The Suits Took over Bitcoin. A Cypherpunk Responds - Paul Rosenberg | @MDisruptors
9:32a: After 34 Years of Investing, This Is My Exact System (Copy Me) | @1markmoss
xitter.twitterapi.xyz/i/broadcasts/2ZBjoObpM…
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ON THE BFC STREAM MONDAY, NOVEMBER 9TH
Start the day with institutional insight from the people actually doing the work.
NOW PLAYING:
9a: The Only Investing System You’ll Ever Need | @1markmoss xitter.twitterapi.xyz/i/broadcasts/2dKLmekML…
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JUST IN: $COIN wins final OCC approval for a federal trust charter.
Coinbase National Trust Company will hold digital assets for institutions under federal oversight.
BlackRock’s PFF ETF Takes $39.2 Million Stake in Strive’s 15% SATS Preferred Stock xitter.twitterapi.xyz/i/broadcasts/2ZBYEZpYj…
100% of 4-year #Bitcoin holders are in profit, despite a −27% year.
4Y CAGR: +37%
Median: +86%
Strive Buys 124 Bitcoin at an Average of $80,526, Lifting Total Holdings to 43,124 BTC xitter.twitterapi.xyz/i/broadcasts/2QnNrAzQn…
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Two cents from par.
$STRC is trading at $99.98. Once it clears $100, Strategy can sell STRC through the ATM again, which it hasn’t done since June.
Watching it live 👇
bitcoinforcorporations.com/s…
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ON THE BFC STREAM ☀️ WEDNESDAY, NOVEMBER 4TH 📺
The conversations the industry is actually having, live today.
ROLLING TODAY:
9a: Bitcoin per Share, MNAV, Cebe, Valuation - Let's Talk! | @AdamBLiv xitter.twitterapi.xyz/i/broadcasts/2QnNrAKqp…
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📣 We’re hosting a panel about Building Generational Wealth on Bitcoin through the lens of a family office at the BFC Symposium. 🟠
Catch the panel on November 4th at Pakhuis de Zwijger during Bitcoin Amsterdam 🇳🇱
🔶 We’re bringing together corporate leaders, capital allocators, and institutions advancing Bitcoin strategy.
Limited availability! Apply to attend 👇
bitcoinforcorporations.com/e…
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