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.
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.
Long bitcoin, short real estate. Especially NYC real estate after today.
📣 Tomorrow live on X 17:30 CET / 11:30 ET: Building European Bitcoin Treasuries with @Sanderandersenn Sander built @H100Group into the largest Bitcoin treasury in the Nordics. We'll dive into the case for European Bitcoin treasuries, Bitcoin credit in Europe and more. 🇪🇺
Imagine, if you will, a future where Digital Credit offerings like $STRC have spread across the globe to every currency and a new flywheel emerges: Risk off Bitcoin → Buy STRC ATM STRC → Buy Bitcoin
1pm ET on Tuesday, Nov 4. The day that $STRC hit par for the first time. Will we see $MSTR report STRC ATM usage on next Monday's 8-K?
Spaces on Thursday with @Sanderandersenn and @Khingoei 🔔 We'll talk about what it takes to build a European Bitcoin Treasury company and the next steps for H100 and Treasury. We'll touch on Saylor's $STRE announcement as well. Mark your calendars 📅
📣 This Thursday live on X 17:30 CET / 11:30 ET: Building European Bitcoin Treasuries with @Sanderandersenn Sander built @H100Group into the largest Bitcoin treasury in the Nordics. We'll dive into the case for European Bitcoin treasuries, upcoming @Bitcoinconfeur and more 🟧…
This morning I am reminded why the structure of debt is crucial for BTCTCs, and this extends beyond simply securing a favorable premium over a 5+ year timeframe. This post is mostly about convertible bonds, but applies to other structures to varying degrees as well. There are at…
New Strategy pref. $STRE is a fixed 10% euro-denominated dividend (on stated amount of €100). Junior to STRF and STRC, senior to STRK and STRD.
H100 Group is a Swedish listed company. But what is the structure of Sweden's stock market? There are 3 different stock exchanges: - Nasdaq Stockholm - Nordic Growth Market - Spotlight Stock Market H100 Group is listed on the Nordic Growth Market (Nordic SME segment).
Live in five.
LIVE: THE STATE OF BITCOIN MARKETS We will be joined by @btc_overflow, Head of Bitcoin Strategy @H100Group, shortly! 🔥 x.com/i/broadcasts/1…
Note, my new regular slot on @RoxomTV will be at 10:45am ET not 11:45am ET. So I'll be live in about 40 minutes. Thanks for bearing with us as we coordinate across time zones and seasonal clock changes!
H100 Update ($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,…
Congrats to @strive on being the second BTCTC to market with a preferred stock offering, $SATA. 1.25M shares of a variable rate pref, initially priced at 12% dividend.
This chart is color coded by presidents. You're not voting your way out of this.
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…
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