J64 (@jberneburg) 's Twitter Profile
J64

@jberneburg

Business Architecture | Automation | InsurTech | #Bitcoin | #MSTR | Creator of @The_PFFM H&W Trust ๐Ÿ“ฑApp

ID: 23588725

calendar_today10-03-2009 13:07:42

1,1K Tweet

3,3K Followers

645 Following

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As of close today Strategy has punched its ticket to S&P 500 eligibility. If you were early to the $MSTR play, you remember playing out these scenarios. Jeff Walton & Ryan called their shot in March of 2024. Let the front running begin.

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True North Pulse - Jeff Walton closing out Q2 as strong as Strategyโ€™s net income. His 30 second thesis is perfect from yesterdayโ€™s impromptu live stream. True North

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Love to see Dylan Field, CEO of Figma, calling his shots in November. How many other high flying tech companies are stacking Bitcoin and building the future? Bitcoin on the treasury can save zombies, but it can also fuel hyper growth.

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Great parallel between corporations buying bitcoin for their savings and the individual by Hunter Horsley of Bitwise on MR SHIFT ๐Ÿฆ. Worth giving it a listen. Hereโ€™s a clip.

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๐ŸŽฏโ€œI think the Bitcoin treasury company trend is the ultimate don't hate the player hate the game type thing.โ€ John Haar explains how the architecture of the market creates an incentive structure for corporations to use their borrowing power to stack Bitcoin. Bitcoin treasury

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

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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 ๐ŸŸ ๐Ÿ”‘โšกโ˜ข๏ธ๐Ÿ›ข๏ธ says in this discussion with Preston Pysh. Accumulating to accumulate without an operational parallel

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๐Ÿ”ฅ โ€œStrategy now holds 600,000 BTC. Itโ€™s 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 Exxonโ€™s

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๐Ÿ€Celtics rebuilt their dynasty with โ€˜The Big 3โ€™. Ben Werkman got me thinking Strategy now has their Big 3 - the ATMโ€™s that establish Michael Saylorโ€™s pursuit of the fixed income market.

๐Ÿ€Celtics rebuilt their dynasty with โ€˜The Big 3โ€™. <a href="/BenWerkman/">Ben Werkman</a> got me thinking <a href="/Strategy/">Strategy</a> now has their Big 3 - the ATMโ€™s that establish <a href="/saylor/">Michael Saylor</a>โ€™s pursuit of the fixed income market.
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๐ŸšŒโ€œItโ€™s the biggest, most liquid vehicle for Bitcoin.โ€ โ€” Bill Miller Strategy isnโ€™t just holding BTC. Theyโ€™ve gone full capital markets modeโ€”channeling TradFi capital into the digital monetary network, Bitcoin. The marketโ€™s noticing: premium valuation, deep pockets, and smart

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๐Ÿšจโ€œBitcoin treasury companies are onboarding capital fastโ€”offering Bitcoinโ€™s 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 ๐ŸŽฅโฌ‡๏ธ

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๐Ÿ’Š โ€œHe said heโ€™s choking on the orange pill. heโ€™s 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. Donโ€™t miss this one