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Look, the strategy is really simple. Keep DCA-ing into #Bitcoin. That's it. Seriously, you can stop reading here.
After declaring 5x-10x mNAV the new norm for BTCTCs in June, many are now declaring 1x mNAV the new norm. In my view, this way of thinking about mNAV is fundamentally wrong-headed. Historically, mNAV is a volatile, cyclical phenomenon. Not a steady-state value adhering to norms.
One of the things that's difficult to appreciate about BTCTCs from the outside looking in is the amount of legal and compliance work that goes into executing operations. Currently dialing caffeination meter up to 11 and dialed in.
Perpetual futures and the instruments BTCTCs use are fundamentally different exposures to leverage. Margin trading with perps can send an account to zero in an instant on a sharp move in bitcoin. Longer duration, unsecured corporate debt gives time for the thesis to play out.
Positioning 101 is that the category leader takes the lion's share of the market. A BTCTC needs to operate in capital raising niche(s) it can credibly be the largest in. Regional leadership is likely the most important as BTCTCs have natural advantages in their home markets.
Times like these are why it's important for Bitcoin Treasury Companies to be run by bitcoiners. Just as some market conditions are more favorable to operate in than others, some market conditions are more challenging to operate in than others. This is true for any business. But…
Multi-month high trading volume of 2,538,123 for H100 on NGM today. Nearly 200% higher than the trailing 60 day average.
Sentiment may fluctuate, but it's ultimately a simple calculus for me. 1) Do I believe bitcoin will be an integral part of the future global financial system? 2) Will bitcoin CAGR continue to be higher than interest rates for the actionable future? Keep working. Keep building.
Did you know that Sander Andersen, @Sanderandersenn, the master mind behind @finpeers and @H100Group, was a professional swimmer in his youth? Learn more about Sanders' journey, from a swimmer to a health tech entrepreneur, and from Norway via the Baltics to Switzerland. Mr.…
H100 is transitioning to IFRS reporting. This is not just an accounting change, it's a key technical step in unlocking other parts of our roadmap.
H100 Group AB ($H100, $GS9, $HOGPF) initiates transition to IFRS reporting. IFRS is a globally recognized accounting framework. Compared with the Company’s current standard (K3), IFRS provides greater comparability across markets. The adoption of IFRS will strengthen H100’s…
This is one of the best advertisements for "bitcoin only" that you will ever see.
H100 Update ($H100 $GS9 $HOGPF) Oct 11, 2025. This week H100 published our Operation Svalbard roadmap. 21 steps to strengthen H100 at the intersection of Bitcoin and longevity. Direct link: h100.ams3.cdn.digitaloceanspaces.com/files/Public%2… We have received many questions, and here are a few FAQs: Q:…
Largest crypto liquidations in history by an order of magnitude and bitcoin still closed the day at $113K.
Covid crash: $1.2 Billion in liquidations FTX crash: $1.6 Billion in liquidations Today: $19.16 Billion in liquidations This is Biggest liquidation event in history of crypto and almost 20x bigger than the Covid crash of March 2020.
Morgan Stanley advisors have just become part of Bitcoin's decentralized sales and marketing team. "Starting Oct. 15, advisors will be able to pitch crypto funds to any client." cnbc.com/amp/2025/10/10…
One of the issues people have struggled with the most in thinking about perpetual preferred stocks is how to think about the true value of the acquired BTC to the common stock in relation to the mounting liquidation preference of prefs. As usual, I think it's always illustrative…
How much more accretive is $STRF than a convertible bond? A rough comparison of dilution. Assume 30% $MSTR CAGR over 10 years. $1M principal. A 0% CB with 50% premium converts to 1,806 shares. Only 838 shares need to be sold ATM to pay 10% STRF dividends. 54% fewer shares.
Very interesting. Tight correlation between $MSTR and BTC/GOLD.
Daily thesis check: Do I believe that the spread between bitcoin CAGR and interest rates will continue to persist for the actionable future? Yes. Carry on.
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