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.
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 $100K. Concentrated holdings among early backers are being distributed to new owners. End of the beginning, not beginning of the end.
Immediately attributing 100% of the BTC financed with prefs as gain to the common is likely not the right way to think about it. It's certainly not how the P&L for a standard leveraged position would work. If prefs were thought about like conventional leverage, the initial value…
It's not as straightforward to think about with prefs, but people use leverage to magnify returns, not mute them. If you have 100 BTC and borrow 30% to buy 30 more BTC, what is the overall value of the position? It's not 130 BTC. It's still just 100 BTC. The initial value…
Honestly, this is the best way for most regular companies to accumulate Bitcoin and contribute to development of the Bitcoin ecosystem. Simply accept Bitcoin payments and HODL. Well done @SteaknShake.
Steak n Shake is announcing the creation of a Strategic Bitcoin Reserve. All payments received in Bitcoin will be placed in our SBR. 🚀 We are donating 210 sats from every Bitcoin meal we sell to Open Sats Initiative, Inc. over the next 12 months. 🧡 Make your Bitcoin…
On the Strategy earnings call, @saylor raised a point about holding duration for BTCTCs that dovetails with what I've been thinking about lately. BTCTCs, due to their volatility, are often seen primarily as extremely short-term trading vehicles. But this is a fundamental…
H100 Update ($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…
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