
J64
@jberneburg
Business Architecture | Automation | InsurTech | #Bitcoin | #MSTR | Creator of @The_PFFM H&W Trust ๐ฑApp
ID: 23588725
10-03-2009 13:07:42
1,1K Tweet
3,3K Followers
645 Following



True North Pulse - Jeff Walton closing out Q2 as strong as Strategyโs net income. His 30 second thesis is perfect from yesterdayโs impromptu live stream. True North


Great parallel between corporations buying bitcoin for their savings and the individual by Hunter Horsley of Bitwise on MR SHIFT ๐ฆ. Worth giving it a listen. Hereโs a clip.


Every vertical will have a Bitcoin content on-ramp. Chris Adcock MD (DocStacks) and Adam Gannon MD๐ ๐ are bringing alpha to medical professionals. Orange scrubs coming soon. GL ๐ซก

Proof of work - from Basementโs to Stages to Skyscrapers. Jeff Walton is bringing his talents to Strive to formally join forces with Matt Cole & Vivek Ramaswamy. Congrats, Jeff.

The BTC treasury companies that get to scale and corner a market that will be better served with a Bitcoin equivalent will see long term success. I appreciate what _Checkmate ๐ ๐โกโข๏ธ๐ข๏ธ says in this discussion with Preston Pysh. Accumulating to accumulate without an operational parallel


๐ฅ โStrategy now holds 600,000 BTC. Itโs so big, it might have a sovereign put.โ โ Tom Lee (Thomas (Tom) Lee (not drummer) FSInsight.com) Michael Saylor has stood up a scalable on-ramp for institutions/nation states seeking exposure without moving the market. He also compares BTC treasury valuation model to Exxonโs



๐Celtics rebuilt their dynasty with โThe Big 3โ. Ben Werkman got me thinking Strategy now has their Big 3 - the ATMโs that establish Michael Saylorโs pursuit of the fixed income market.


๐โItโs the biggest, most liquid vehicle for Bitcoin.โ โ Bill Miller Strategy isnโt just holding BTC. Theyโve gone full capital markets modeโchanneling TradFi capital into the digital monetary network, Bitcoin. The marketโs noticing: premium valuation, deep pockets, and smart

๐จโBitcoin treasury companies are onboarding capital fastโoffering Bitcoinโs upside as yield while the dollar devalues.โ - Ben Werkman, CIO Swan SEQUANS is riding this wave with a best-in-class partner in Swan. Catch the clip via Schwab Network ๐ฅโฌ๏ธ


๐ โHe said heโs choking on the orange pill. heโs taken too many.โ โ Joey Cacciatore Mehdi Azodi & Joey join Tim Kotzman to unpack their Bitcoin treasury strategy. Medhi breaks down the optionality of Bitcoin and the cooperative power of the network. Donโt miss this one