Brian Brookshire (Bitcoin Overflow)
@btc_overflow
Head of Bitcoin Strategy @H100Group | H💯DL!
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Look, the strategy is really simple. Keep DCA-ing into #Bitcoin. That's it. Seriously, you can stop reading here.
Great framing. The bitcoin price action and LTH to STH coin distribution we've been seen over the past year is as if Bitcoin had its "IPO" at $100K. Concentrated holdings among early backers are being distributed to new owners. End of the beginning, not beginning of the end.
Immediately attributing 100% of the BTC financed with prefs as gain to the common is likely not the right way to think about it. It's certainly not how the P&L for a standard leveraged position would work. If prefs were thought about like conventional leverage, the initial value…
It's not as straightforward to think about with prefs, but people use leverage to magnify returns, not mute them. If you have 100 BTC and borrow 30% to buy 30 more BTC, what is the overall value of the position? It's not 130 BTC. It's still just 100 BTC. The initial value…
Honestly, this is the best way for most regular companies to accumulate Bitcoin and contribute to development of the Bitcoin ecosystem. Simply accept Bitcoin payments and HODL. Well done @SteaknShake.
Steak n Shake is announcing the creation of a Strategic Bitcoin Reserve. All payments received in Bitcoin will be placed in our SBR. 🚀 We are donating 210 sats from every Bitcoin meal we sell to Open Sats Initiative, Inc. over the next 12 months. 🧡 Make your Bitcoin…
On the Strategy earnings call, @saylor raised a point about holding duration for BTCTCs that dovetails with what I've been thinking about lately. BTCTCs, due to their volatility, are often seen primarily as extremely short-term trading vehicles. But this is a fundamental…
H100 Update ($H100 $GS9 $HOGPF) Nov 1, 2025. Much time this week was spent on preparation of written materials and documents in relation to execution of steps in our Operation Svalbard roadmap. While we are not at liberty to discuss detailed status updates on current operations,…
Happy Bitcoin white paper day to all those who celebrate.
17 years after the white paper, the Bitcoin network is still operational and more resilient than ever. Bitcoin never shuts down. @SenateDems could learn something from that.
$MSTR highlighted an important point on credit ratings. S&P's methodology excludes unbacked tokens, like bitcoin, from equity—mirroring Basel Accords for banks in BCBS jurisdictions. I.e., exclusion was not purely a judgment call by S&P. The Basel Accords need updating.
$MSTR launching fixed income products in international markets is actually incredibly bullish, not bearish, for non-US BTCTCs. It takes more than one offering to make a market. Credit ratings agencies are not going to change their models for a single issuer. Fixed-income…
It's interesting watching the $MSTR funding strategy take a 180. Prior to this year, it was all about engineering a volatile common stock to monetize volatility. Now it's all about selling low volatility stable cash returns.
Strategy announced clear plans to target Canadian Dollar and Euro denominated fixed-income markets. You know what's interesting about the Nordics? Sweden, Norway, and Denmark don't use Euros. They all have their own currencies.
This bitcoin cycle actually is different. The bid looks different. The price action looks different. The liquidity backdrop is different. The long awaited institutions are actually here this time. Sans a November blow-off top, I think 2026 looks very different to prior patterns.
Since 2017, I have only known "up only" or "down only" in BTC. This is the first year where bitcoin has just consolidated (+15%) and I've actually enjoyed it. BTC has done back to back 140% gains. I am of the belief if BTC did another 140% gain this year, we would most…
The Nordic banks are coming. Nordea, the largest Nordic bank, to offer Bitcoin-linked ETPs trading on its platforms. cryptobriefing.com/nordea-permits…
Even with prefs, this meme is just as relevant today as when I originally posted it. Demand for BTC derivatives is linked to demand for BTC. When looking beyond the immediate term, the question is always the same for me: Do I believe bitcoin's growth story continues? Yes, I do.
I understand the frustration and impatience people have with $MSTR right now, I really do. But Saylor can't do this all by himself. Big daddy bitcoin has to lend a hand for us to reach Valhalla.
Stock market indexes and the ETFs that track them are a key source of passive flows for stocks. Earlier this year, H100 Group was added to the MSCI Global Micro Cap Index. What could be next? This is the universe of ETFs that H100 could potentially grow into.
Next stop: Abu Dhabi 🇦🇪✈️
By how much should a bitcoin related equity outperform bitcoin per year to be worth the counterparty risk, in your view?
China trade negotiations and FOMC this week. Everything else is noise.
*CHINA PURCHASES 180,000 TONS OF U.S. SOYBEANS, THE FIRST ORDER IN MONTHS, AS SHOW OF GOOD FAITH AHEAD OF TOMORROW'S MEETING BETWEEN PRESIDENTS TRUMP & XI
Wild. A private company rivaling U.S. Treasury holdings of the top 20 nations.
With 135 billion of U.S Treasuries, Tether is now the 17th largest holder of U.S debt, passing also South Korea. Soon Brazil!
Looking forward to joining @khingoei, @AlexandreLaizet and @gazza_jenks on stage at @BitcoinConfEUR. We will dive into how a new generation of European Bitcoin treasury companies are structuring capital, strengthening balance sheets and building the corporate layer of Bitcoin.…
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