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TBH this was not initially obvious to me-maybe it should have been. As an American by birth (living outside the US since 2001), I also tend to think of the go big go home strategy. We have the Bitcoin 100, Saylor and Metaplanet and others talking about the 1% (who stack at

Just signed up for Tim Kotzman Bitcoin Treasuries Digital Conference on July 8th. Here is the event page: lu.ma/0vikzw3c A few hundred others have signed up so far. I am assuming it will reach 1,000+

Nice to in my Youtube timelines, BTC Sessions 😎 restored. Coincidence resulted in the first video popping up was this short 4 min video that included Joe Burnett, MSBA (before we knew his next move), Stephen Pollock of BPI and I from a few weeks ago! youtube.com/watch?v=KQG8Dc…

Enjoying the conversation between Danny Knowles Erik Cason and Jesse Posner They are very thoughtful on the path to Bitcoin singularity and retaining our cypherpunk ethos. They support BTC treasury companies but are emphatic that treasury companies must self custody/MIC to avoid

I'd like to make a followup to this discussion. I am convinced that starting with a smaller private round (e.g. capped at $50mn) is likely the better strategy for most new treasury companies. One way of structuring that makes sense to me is that early private round investors

Hey Frank Corva Catching your interview with Robin Seyr I actually think you are under appreciating the SBR. This is not about NGU. Regardless of wherever all aus citizens understand or care about BTC, there is strategic value to the US to acquire and hold BTC. BTC is becoming

Hey Preston Pysh enjoying your chat with _Checkmate 🟠🔑⚡☢️🛢️ Love the deep dive on where blockchains, tokenizing etc is going and how BTC L2 will beat the other smart contract chains. Lower fees, faster transaction settlement, more decentralized. All true. Also, BTC today has 7x the

Hey Bram Kanstein Check this out. Cool stuff. We are orange pilling boomers in the sustainability arena too!

Shall we assume Elon Musk is preparing the launch of the American Party?

On my bike listening to latest Swan Live pod. I must say with John Haar and Ben Werkman as regulars and Adrian Morris as a guest I didn’t even notice Steven Lubka ☀️ was gone from this pod🤣🤣

Aside from interacting with the True North guys and some people at Strategy I have also found Brian Brookshire (Bitcoin Overflow) to be a good source of insight on the nuances of early stage treasury companies. Worth a follow!

Catching Don Ricardo Salinas Pliego interview with Robert ₿reedlove Ricardo is def a Bitcoin Maxi and I would say quite helpful in our efforts to orange pill Mexicans and Latinos. Ricardo is increasingly becoming more vocal about the need to embrace BTC and why fiat is theft.

Well that righ there is a bombshell. Bitcoiners largely turned the last election (along with Elon embracing Trump and joining the team). So now we have Elon launching a centrist 3rd party, with infinite capital backing and Bitcoin as a core part of its platform? That giant

We agree with you Elon Musk Fiat is hopeless. Will you go back to accepting BTC for Teslas? Why would you want to keep innovating and competing in global markets and accept paper and save in money governments print endlessly?

I'd like to take this opportunity to formally thank POTUS Trump on creating the most continuous economic uncertainty of perhaps any President's first 6 months in office (tariffs on, nope off, on, nope off, on, plus wars...). Giving Bitcoiners and treasury companies an

Catching the latest interview with Jesse Myers (Croesus 🔴) by Bitcoin Magazine Def aligned with my views on the potential for treasury companies to succeed with a speculative attack in any country with a central bank. Also agree with Jesse on the failure of business schools causing all of

Towards the end of 2024, I made a commitment that by the end of 2025, I would be optimizing my professional efforts towards accelerating hyperbitcoinization in Mexico, LatAm and globally. My proof of work so far this year includes: 1) adding Bitcoin content to courses at EGADE

For those who have already reached out asking me about @Kapitalex, here is more info that I can share. Started in Mexico in 2016 with on an off-ramps for Bitcoin. Expanded offerings recently to offer Bitcoin-backed lending (taking off like crazy), a debit card and soon DCA and

Really enjoyed hearing what Grupo Murano had to say as one of the newest treasury companies. They are UK-based, NASDAQ listed and primarily operate real estate in MX. They are trying to embrace BTC not just as a treasury asset but as a differentiator for their business (Hosting

I have more respect for Ethereum, Bankless and RSA than most Bitcoienrs in part because I started my journey in 2017 into "crypto" as an ETH maxi. However, I think the valiant effort to frame ETH as a store of value similar to (or some of you think superior to) Bitcoin is going