Bitcoin Treasury Enthusiast. Sat Native. Treasury Orange. Head of Video at https://xitter.twitterapi.xyz/t.co/GtaDkmvK6z https://xitter.twitterapi.xyz/t.co/X2mDwW7zI2
Miami, FL
Joined March 2012
- Tweets3.6K
- Following470
- Followers2.8K
- Likes6.7K
Pinned Tweet
NEW: @AmericanHodl8 & @TylerCompiler on Wall Street bending the knee & looking back at Strategy's $MSTR performance.
📌 Jamie Dimon folds, JPM models 10%+ BTC Performance
📌 $100-200 trillion of wealth in #Bitcoin, 15 yrs out
📌 Why Hodl is getting back into $ASST?
⚡️ WATCH
TIMESTAMPS:
00:00 Jamie Dimon bends the knee
04:04 Why nobody sits out a technological shift
05:26 Bitcoin's monetary network effect
08:44 Central banks are 10 years out
11:01 There is no upper bound: hundreds of trillions
15:50 What happens if the money never holds spot
17:53 You're being paid to take custody risk
24:15 850,000 BTC and the simplest MSTR thesis
27:50 The evolution of Saylor
30:47 Pensions, insurers and the 2.5% allocation
35:58 Parker Lewis vs. the treasury trade
39:46 AI hacking and the new self-custody risk
47:28 The Satoshi coins and the case against rollbacks
53:09 Buy, borrow, die and the carrot into the system
57:11 Do the mNAV premiums come back?
59:29 Leverage is not a time machine
1:04:05 Is the four-year cycle dead?
1:09:40 Strive at 43,000 BTC and Hodl's regret
Tyler Rowe retweeted
NEW: Big #Bitcoin Show #3
📌 $MSTR hits the ATM, buys back $STRC again
📌 Grain weighs in on the mNAV debate & Hodl doubles down on "Bitcoin per share is dead"
📌 Why JP Morgan buys back its own stock
@BritishHodl @GrainOfSaltSF @TylerCompiler
⚡️ WATCH
TIMESTAMPS:
00:00 BTC at 74K, Below Strategy's Cost Basis
00:41 "Bitcoin Per Share Is Absolutely Dead"
02:05 ATMs Cap the Upside — Full Stop
05:06 Moon Math, MNAV & Getting Bamboozled
09:58 Gross MNAV vs Net MNAV
17:44 Strategy Sells 2M Shares for $280M
21:39 What JP Morgan's Buybacks Prove
33:49 Did $SATS Cannibalize $SATA?
42:01 Crypto Spring & the Debt Problem
Tyler Rowe retweeted
JUST IN: Global index fund giant MSCI will announce today its final decision on excluding Strategy $MSTR and Metaplanet $MPJPY from its indexes as non-operating companies.
JP Morgan said MSCI exclusion could trigger about $2.8 billion outflows from Strategy $MSTR.
Strategy itself said, "We expect our common stock to be excluded from the MSCI Global indexes." 👀
The greatest monetary store of value is #Bitcoin.
It pales in comparison to a greater store of value: knowledge.
Don't forget to Invest in your mind:
🔸️ Read timeless books, not the latest news
🔸️ Learn high-leverage skills, not fleeting trends
🔸️ Protect your sleep, diet and body, not just your screen time
🔸️ Surround yourself with builders, not noise
🔸️ Pass on what you've learned
Tyler Rowe retweeted
NEW: #Bitcoin Treasuries Takeover #25
📌 $MSTR buys 1,036 BTC + $188M $STRC buyback
📌 Did $SATS cannibalize $SATA?
📌 Is Digital Credit a perpetual "vibe check?"
@ChasePalmieri @TheOtherParker_ @GrafYves @TylerCompiler break it all down.
Watch ⚡️
TIMESTAMPS:
00:00 Bitcoin tests $72K — what's driving the drawdown
03:00 40 of 41 data center ballot initiatives passed
07:17 Can the hyperscalers win the towns back?
10:51 Why data centers became the Democrats' villain
14:19 Strategy buys 1,036 BTC, repurchases $188M STRC
15:24 Buy below par, issue above par — the STRC model
18:02 Are there structural problems with STRC?
20:36 Digital credit is a vibes game, not a fundamentals game
25:01 Did SATS cannibalize SATA?
26:00 The race to the bottom in cost of capital
31:53 Is a higher cost of capital really an advantage?
34:50 Cost of capital is just leverage by another name
39:41 These are marketing companies — go hire a sales force
45:27 Sell STRC to the BI customer base
48:37 Will Bitcoin ever have real yield?
54:08 Why Lightning can't generate yield at scale
56:31 The Bitcoin bank and infrastructure inversion
[11.10.2026 Livestream]
Tyler Rowe retweeted
"@Strategy really needs to hammer that point home. We've won. Nobody can catch us."
- @TylerCompiler of @BTCtreasuries on RE:Bitcoin.
🎥 Watch on Youtube: youtu.be/RDAKFqAJzDo
Tyler Rowe retweeted
Live and lots to discuss this week. 👀
LIVE: #Bitcoin Treasuries Takeover #25
📌 Strategy $MSTR buys 1,036 BTC
📌 $188M $STRC buyback, $560M left
📌 $ASST adds just 29 BTC — $SATA under pressure
@ChasePalmieri @TheOtherParker_ @GrafYves @TylerCompiler break it all down.
Watch ⚡️xitter.twitterapi.xyz/i/broadcasts/2mdrpqddR…
Talking macro, election fallout, data centers and of course #Bitcoin treasuries with the boys!
@chasepalmieri @TheOtherParker_ @GrafYves
LIVE: #Bitcoin Treasuries Takeover #25
📌 Strategy $MSTR buys 1,036 BTC
📌 $188M $STRC buyback, $560M left
📌 $ASST adds just 29 BTC — $SATA under pressure
@ChasePalmieri @TheOtherParker_ @GrafYves @TylerCompiler break it all down.
Watch ⚡️xitter.twitterapi.xyz/i/broadcasts/2mdrpqddR…
The Strategy $MSTR eventual S&P 500 catalyst will be a huge boon for the stock and for #Bitcoin.
Once it's in, passive bids into $BTC derivatives will escalate as BTC's price rises.
This will dwarf $QQQ inclusion.
🚨 Strategy needs an intervention.
@TylerCompiler and I believe @Strategy has the strongest investment theses in the world. So why isn't management hammering home these 5 messages every time they're in front of a hot mic 🎙️ ?
1) What matters in the end is who owns the most bitcoin and Strategy has already won.
2) Strategy's bitcoin balance sheet makes it the most disruption-proof company in the world.
3) $MSTR WILL outperform Bitcoin.
4) Investors have an opportunity front-run S&P 500 inclusion.
5) Management is laser-focused on institutional demand and will not be distracted by short-term retail narratives.
Two committed MSTR bulls challenging Strategy to make its strongest possible case.
New episode of RE:Bitcoin, watch on Youtube here:
youtu.be/RDAKFqAJzDo
Tyler Rowe retweeted
🚨 Strategy needs an intervention.
@TylerCompiler and I believe @Strategy has the strongest investment theses in the world. So why isn't management hammering home these 5 messages every time they're in front of a hot mic 🎙️ ?
1) What matters in the end is who owns the most bitcoin and Strategy has already won.
2) Strategy's bitcoin balance sheet makes it the most disruption-proof company in the world.
3) $MSTR WILL outperform Bitcoin.
4) Investors have an opportunity front-run S&P 500 inclusion.
5) Management is laser-focused on institutional demand and will not be distracted by short-term retail narratives.
Two committed MSTR bulls challenging Strategy to make its strongest possible case.
New episode of RE:Bitcoin, watch on Youtube here:
youtu.be/RDAKFqAJzDo
Tyler Rowe retweeted
This isn't an opinion; it's an indispensable technical fact. If bitcoin doesn't go up in value it can't work because nobody wants to willingly hold a money that drops in value, and even more importantly, we can only increase its liquidity, market cap, scalability and moneyness by increasing its price, since the supply is fixed. At a price of $1 bitcoin is a $20m joke among nerds online, practically useless for everyone as there's no liquidity. At a price of $10m bitcoin is the biggest money on earth, and necessary for everyone. If you want bitcoin to work you need NGU. Virtue-signaling "tech, not price" is as silly as saying you like car technology but don't care if the car moves.
Calling all Bitcoiners.
We need to do that thing where we tell everyone "#Bitcoin, not crypto" again.
180
Calling all #MSTR enjooyers.⚠️
Bookmark the quoted post.🔖
Congratulations, Bitcoiners. Six years in, the biggest Bitcoin buyer in the world is sitting at his own cost basis, around $75,500. Saylor promised 30% a year. Gold would have doubled his money. The Bitcoin president just got rejected by the voters. Got gold?
youtu.be/eVYj3d_Nni4?utm_sou…
2
546
Tyler Rowe retweeted
Just recorded RE:Bitcoin with @TylerCompiler where we stage a Strategy Marketing Intervention.
We believe this point below 👇 about Strategy having the future best cost of capital is crucial for investors to be hearing more often.
On Monday, Tyler and I present this and four other key messages @Strategy mgmt should be hammering home every time they’re in front of a mic 🎙️
One of the most under-appreciated parts of the $MSTR thesis is what happens if Strategy’s credit risk continues to fall.
As investors become more comfortable with Bitcoin-backed Digital Credit, the yield premium they demand will compress.
Lower credit spreads reduce Strategy’s cost of capital.
If the return generated by the Bitcoin-backed capital engine remains above that cost, the residual economics accrue to common equity holders.
This creates a powerful long-term flywheel.
The stronger Strategy’s credit products become, the cheaper Strategy can raise capital and the more efficiently it can compound Bitcoin Per Share.
Tyler Rowe retweeted
My ultimate @Strategy $MSTR thesis really is this simple 👇
“They’re going to have the most bitcoin. Therefore, they win.”
- @AmericanHODLl8 on @BTCtreasuries with my guy @TylerCompiler.
Important conversation that brings us back to what HODL calls “the big trajectory.”
What would you like to see me ask American HODL next on RE:Bitcoin?
🎥 Watch on Youtube: youtu.be/y7eIu7i--lk?si=F1JQ…
$20 entry, a bold new frontier,
Paying out daily to all who draw near.
Thirteen point five percent yields in the air,
Fully rewarded for holding a share.
The newest pref investors will favor,
Dishing up success with a taste you can savor. $SVOR
Congrats @ddcnorma! 🎉
JUST IN: #Bitcoin treasury company DDC Enterprise $DDC just announced an IPO of their first-ever preferred stock, SAVOR ($SVOR).
The initial offering price is $20, with 13.5% annual dividends paid daily.
The IPO is expected to raise $24 million to repay convertible notes, fund the Dividend Reserve Account, and buy more BTC. 🔥
Tyler Rowe retweeted
JUST IN: #Bitcoin treasury company DDC Enterprise $DDC just announced an IPO of their first-ever preferred stock, SAVOR ($SVOR).
The initial offering price is $20, with 13.5% annual dividends paid daily.
The IPO is expected to raise $24 million to repay convertible notes, fund the Dividend Reserve Account, and buy more BTC. 🔥