Altcoin treasury companies are houses built on sand. They very well could do well in the short term, but there is no form of “intelligent leverage” for an altcoin treasury company.
Altcoin treasury companies are houses built on sand. They very well could do well in the short term, but there is no form of “intelligent leverage” for an altcoin treasury company.
Owning a Bitcoin Treasury Company is the only way for Vanguard's clients to get Bitcoin exposure. I laid out my thoughts with @TimKotzman on the importance of Vanguard recently becoming the second largest shareholder of $ASST.
Pumped to help put Bitcoin exposure in the portfolios of @Vanguard_Group's clients. For a sense of scale here:
Vanguard manages $10 trillion in assets. The size of the entire Japanese Tokyo Stock Exchange is about $6 trillion.
Pumped to help put Bitcoin exposure in the portfolios of @Vanguard_Group's clients. For a sense of scale here:
Vanguard manages $10 trillion in assets. The size of the entire Japanese Tokyo Stock Exchange is about $6 trillion.
"this is the mid-cycle in what could become one of the most significant bull runs in bitcoin’s history. From its current range, we believe there is still a path toward a 4-10x value appreciation, which would imply bitcoin price targets north of $500k."
Agree, important report.
"this is the mid-cycle in what could become one of the most significant bull runs in bitcoin’s history. From its current range, we believe there is still a path toward a 4-10x value appreciation, which would imply bitcoin price targets north of $500k."
Agree, important report.
“A structurally different bid is building underneath Bitcoin…”
@BenWerkman, Swan CIO, explains how corporate adoption is setting the stage for a new kind of Bitcoin cycle. 🚀
We've had some great initial interest in our Strive Section 351 exchange
Bitcoin in exchange for $ASST shares
As such, we have extended our FINAL FINAL indication of interest deadline to THIS FRIDAY 8/8/25 by 5pm ET
If interested, please fill out form in link below
We've had some great initial interest in our Strive Section 351 exchange
Bitcoin in exchange for $ASST shares
As such, we have extended our FINAL FINAL indication of interest deadline to THIS FRIDAY 8/8/25 by 5pm ET
If interested, please fill out form in link below
The annual rate of dollar devaluation over the past *54 YEARS* is 8.4%. That is roughly the equivalent effective yield for MSTR to fund their perpetual prefs. Balance sheet construction in this manner should outperform Bitcoin over the long run and justifies an mNAV > 1.
The annual rate of dollar devaluation over the past *54 YEARS* is 8.4%. That is roughly the equivalent effective yield for MSTR to fund their perpetual prefs. Balance sheet construction in this manner should outperform Bitcoin over the long run and justifies an mNAV > 1.
Strive & $ASST update!
🧵 worth a quick run through
One step closer to getting the keys to a HIGH OCTANE, Fully Torqued Bitcoin accumulating machine
Strive for ₿itcoin
Strive & $ASST update!
🧵 worth a quick run through
One step closer to getting the keys to a HIGH OCTANE, Fully Torqued Bitcoin accumulating machine
Strive for ₿itcoin
Strive and $ASST just publicly filed a form S-4 registration statement for our pending merger.
This is a major milestone, and we look forward to proceeding toward closing our transaction.
See below for more details 🧵
Who will be the first Bitcoin Treasury Company to get into the "green" zone: 30%-50% leverage using only Perpetual Preferred Equity and no convertible debt?
The race is on...
Who will be the first Bitcoin Treasury Company to get into the "green" zone: 30%-50% leverage using only Perpetual Preferred Equity and no convertible debt?
The race is on... https://t.co/0ZdyCAlnow
Death to converts? Seems like it.
2H 2025-2026 will see a notable increase in Bitcoin-backed fixed income instruments issued by BTCTCs beyond convertible bonds.
I think it's likely that $MSTR preferreds - $STRF, $STRC, $STRK, $STRD - achieve credit ratings by YE 2026.
Bitcoiners that fail to see the securitization of Bitcoin as inevitable and help it happen in the best way possible are similar to Libertarians who took the most attractive political platform and fumbled the bag on “principles,” ultimately driving little impact.
I prefer to win.
Bitcoiners that fail to see the securitization of Bitcoin as inevitable and help it happen in the best way possible are similar to Libertarians who took the most attractive political platform and fumbled the bag on “principles,” ultimately driving little impact.
I prefer to win.
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@smarterwebuk
) | Bitcoin Investor | Previously Head of Online, Hargreaves Lansdown | Posting In A Personal Capacity
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Fractional CMO.
5K Followers 6K FollowingResponsible for $B P&L at major materials co. Ability to change view when I’m wrong. Chem Engineering undergrad | Wharton MBA. #BTC is the way. #GoBirds 🦅
2K Followers 560 FollowingMillionaire at 29 thanks to #Bitcoin $MSTR $TSLA. Part-time CPA, part-time investor. Selling options to fund early retirement. Goal of $2M by year-end.