$BTC | $MSTR | @TNorth | Creator of @The_PFFM H&W Trust 📱 and @_signalstation 🛰️
Joined March 2009
- Tweets5.5K
- Following757
- Followers4.9K
- Likes10.1K
Pinned Tweet
“It’s a massive vacuum. Every single investment bank on Wall Street is out there marketing the anthropic deal, the open AI deal, Google deal the Spacex deal. Everybody has to come up with $400 billion of cash.” - Michael @saylor
Capital is chasing the IPO frenzy. It will revert back to pristine, scarce collateral as technology breakthroughs fuel access and expose moats. The network that doesn’t need a moat wins at the end. #MSTR #BTC
From @TradePMR event.
The process of taking something innovative and being at the frontier of mass adoption is crazy until its not. @saylor
Strategy reported $20.9B in Q3 operating income, holds 848,517 BTC, and has killed the death spiral narrative as $STRC approaches par.
The real test for $MSTR will be can its digital credit engine grow BTC per share without eroding the common shareholder’s expected amplified returns?
Great quarter as the digital credit drum gets louder. If you don’t have 2 hours to listen, go to @_signalstation to capture what matters.
@saylor @phongle @CJ_Bitcoin @shirishjajodia @Strategy
Not every Bitcoin treasury company will survive. It’s survival of the fittest. How well management navigates the saturated markets when it’s cold, and how to amplify shareholder returns during the summer is going to pressure test this first real cohort of treasury companies.
@hillery_dan @MasonFoard hold down the fort in this @TNorth episode.
@_signalstation does the hard work for
You.
Yes, he has risen. He doesn’t lose, not will the ecosystem he’s promoting. Let the digital asset arms race begin.
The drum is getting louder. The infrastructure buildout is in the early stages and there’s an incredible opportunity to build important companies that can orchestrate how value transacts into the future. AI, agentic frameworks and crypto are areas that are about to see explosive growth.
At @ycombinator, we're excited to fund more crypto startups solving financial needs including AI capital raising, stablecoins, trading, and agents.
Here's our latest crypto request for startups. Our next application deadline is Monday.
Aligned incentives on the right time horizon
Strategy’s @CJ_Bitcoin opens up about the collective alignment across the management team at $MSTR.
With leadership heavily exposed to the same assets as common shareholders, the incentive alignment is hard to ignore or question. Last cycle required a collateral base to create the digital credit category. This next cycle is taking advantage of it and it feels like the common will be a huge beneficiary this time around.
Great discussion with the @saturn_credit team @kevinlhr88 @eosborn88
Brought to you by @_signalstation
J64 - SignalStation.app retweeted
895,266 bitcoin:native left to mine. Ever. That's 4.3% of all bitcoin, spread over the next 114 years. One company, $MSTR, holds almost that much today. I wonder when scarcity will start kicking in!
h.t @w_s_bitcoin
This will go down as the buy of the century. Don't get the cost basis of the BTC fool you. This is a long game; hence the long @phongle stance.
J64 - SignalStation.app retweeted
You asked. They’re back.
@MasonFoard and @hillery_dan on True North, with a lot to catch up on.
Ep. 84 drops today at 2PM PT / 5PM ET on X and YouTube.
There’s no better example of proof of work than @MSTR_Today. Daily MSTR content rain or shine. Another great interview by @chasepalmieri to hear JDL’s perspective on the institutional flywheel that $STRC will provide as the next cycle approaches. Listen and let @_signalstation take the notes.
If Bitcoin works into the future, this digital credit thing is going to be studied for a very, very long time. $MSTR will be a household name for everyone, everywhere. If Bitcoin doesn’t work, same thing will happen, but it will be for different reasons. Symmetric upside with a know downside. It’s worth looking into.
What if Bitcoin’s biggest opportunity isn’t replacing gold, but replacing real estate as a savings account?
People have stored wealth in property because it’s the next best asset to own when denominating everything in dollars.
@leonwankum haven been screaming for years about how Bitcoin could absorb a massive share of that monetary premium, bringing real-estate to its utility value.
This is one of his best conversations brought to you by @_DannyKnowles.
Signals from @_signalstation
