Brian Brookshire (Bitcoin Overflow
@btc_overflow4
Head Of Bitcoin Strategy @H100Group | H 💯 DL!
A little creativity on "leverage and arbitrage" and a basic understanding of tax code can be the difference of millions.... Here's how: First, h/t @AdamBLiv and his video on the "Convexity Trade" will link below. But we have to factor in the tax arbitrage: The New…
Your favorite neighborhood merchant has a @Square terminal. But how do you get them to turn on Bitcoin payments? Show them how to enable Bitcoin payments in just 2 minutes with this short video.
Full @Square Bitcoin Payments onboarding walkthrough here! Share this tweet or this link with your neighborhood merchants (while claiming your bitcoin bounties🏴☠️): youtube.com/watch?v=HnOzE5…
The banks are coming.
$SOFI Becomes the First and Only Nationally Chartered Bank to Launch Crypto Trading for Consumers businesswire.com/news/home/2025…
Any coffee shop in my area that turns on bitcoin payments with their Square terminal is guaranteed a visit from me.
Great new incoming Cash App feature. The developer of a merchant POS system leveraging its own customer database to create an in-app map of businesses that accept bitcoin, and reward new businesses with increased visibility for doing so, is so obviously the right way to do it.
For a few weeks now, I've been documenting signs of a potential sentiment turnaround under way in BTCTCs: - Prominent influencer exits, potentially signaling the final impulses of capitulation. - mNAV compression losing momentum near 1x. - Value investors entering the space,…
The mNAV compression trade is unwinding.
As we have gotten some inquiries, I can confirm that we have unwound our $MSTR/Bitcoin hedged trade as of yesterday’s open.
I think this is essentially right. No movement survives contact with the mainstream without radical transformation. Inside me are both the cypherpunk idealist and the corporate realist. What comes next with broader Bitcoin adoption looks very different than what came before.
You are no longer early to Bitcoin (as you know it). You are early to Bitcoin (as you don't know it). 💀Bitcoin as a cypherpunk pet project is over. 🔴Bitcoin as a retail speculation is late. 🟢Bitcoin as a institutional collateral is early. 🟢Bitcoin as a sovereign treasury is…
H100 Update ($H100 $GS9 $HOGPF) Nov 8, 2025. H100 saw elevated trading volumes toward the end of this week. 2,458,753 shares traded on Thursday, the second highest daily volume since August. Diluted mNAV briefly dipped below 1x earlier in the week, but has since recovered to…
~$715M of demand for $STRE. Phong said they had plans for raising $2B by year end. This gets part of the way there. Wouldn't be surprised to see the Canadian pref launch in December.
Strategy announces pricing of its Stream Perpetual Preferred Stock ($STRE) Offering and upsizes the deal from €350 Million to €620 Million. $MSTR strategy.com/press/strategy…
Twilight zone. JPMorgan is more bullish on bitcoin than many bitcoiners at the moment.
JPMorgan predicting bitcoin at $170k in next 6-12mo, says perp deleveraging is behind us and that's it undervalued vs gold historically, which implies "significant upside next 6-12mo"
The narrative on BTCTCs has flipped. While we currently see less hot money in the space, structurally long bitcoin investors express a different view. With mNAV compression near 1x, we are hearing BTCTCs described as "BTC ETFs with a free call option on management's execution."
One common criticism of Bitcoin ever being widely used as money is its volatility. The corporate layer of Bitcoin is where that volatility gets arbitraged away. BTCTCs, ETFs, and other derivatives create pathways for capital to flow into Bitcoin and reduce volatility over time.
People aren't thinking big enough about Digital Credit. It's not just going to be fixed-income fund managers and retirees buying these products. There's going to be an entire ecosystem of derivatives built around them.
Mamdani hasn't been reading his Hayek, and it shows. "The Use of Knowledge in Society" is a seminal essay in Austrian economics that everyone should read: kysq.org/docs/Hayek_45.…
"We will prove that there is no problem to large for government to solve and no concern too small for it to care about." Those are terrifying words.
United States Trends
- 1. Good Thursday 21.9K posts
- 2. SUSDT N/A
- 3. Rejoice in the Lord 1,584 posts
- 4. #River 5,831 posts
- 5. Happy Friday Eve N/A
- 6. PancakeSwap BNB Chain N/A
- 7. Jokic 29.4K posts
- 8. Namjoon 84.6K posts
- 9. Lakers 52.4K posts
- 10. FELIX VOGUE COVER STAR 12.4K posts
- 11. #WorldKindnessDay 7,029 posts
- 12. #FELIXxVOGUEKOREA 13K posts
- 13. New Zealand 14.8K posts
- 14. #FELIXxLouisVuitton 11.9K posts
- 15. #ReasonableDoubtHulu N/A
- 16. Mikey 62.1K posts
- 17. Rory 8,613 posts
- 18. Clippers 15.7K posts
- 19. Shai 16.6K posts
- 20. Nemec 3,708 posts
Something went wrong.
Something went wrong.