Anytime the chart isn’t ripping straight up, the word “Ponzi” makes its comeback. That’s the reflex of short-term thinking. But step back. $MSTR is up 180% over 1Y, +75 points ahead of Bitcoin itself. Pick your thesis and let time be the judge.

Most people overestimate how much alpha they can squeeze from timing and underestimate how much wealth comes from waiting.

Funny how buying a fixed-supply asset is called a ‘bubble’…but paying 30× earnings for debt-funded buybacks in a margin-shrinking economy is just ‘smart investing.’

He played a huge role in the lives of so many Gen-Zers and college grads still trying to make sense of the complex world we live in, and for those who care about the everlasting search for truth. Charlie was one of the rare few willing to leave the echo chambers, step into

BTC Treasury Companies need clearer definitions Right now "BTC Yield" captures everything from ATMs to converts to balance-sheet allocations under one umbrella You literally can't compare the mNAV or yield of a Tesla vs. a Metaplanet Each source of yield has wildly different

🚨New Blockware Intelligence Report: Bitcoin Matures: THE END OF FOUR-YEAR CYCLES Bitcoin is transitioning from a retail-driven, boom-and-bust asset to a macro asset class driven by institutional capital. This report analyzes the data behind the evolving phase shift. 🧵👇

3 options the gov has: 1. Pay back debt (math says no) 2. Default (politics say no) 3. Print baby print They’ll ride #3 a lot longer than most think is possible. Most important thing is owning real assets while the rubber band keeps stretching.

TradFi friend and former bitcoin critic sent me this voice memo. Now he’s explaining why the unique protocol itself gives Bitcoin intrinsic value. Total 180. The world is waking up.

PSA ahead of the Bitcoin Treasuries Unconference: Gen Z Bitcoiners are building 🔥 Don’t fade the next gen. s/o Rohan Hirani , excited to see you tomorrow 🫡

Nothing like an “Earn Bitcoin, not points” billboard over TSA while heading to the Bitcoin Treasuries. If you’re around and want to talk treasury analysis, reach out.

Live now! x.com/i/broadcasts/1…

The future is Orange. Special thanks to Tim Kotzman and Ed Juline for orchestrating an incredible event.

I always enjoy meeting other Bitcoin Zoomers I recently had the pleasure of interviewing Rohan Hirani for the Blockware podcast Rohan built "The Bloomberg Terminal of Bitcoin" -- it's very impressive Give him a follow and check out our pod 👇 youtube.com/watch?v=a7e9p7…

Had a great conversation with Mitch about Bitcoin, treasury companies, and Gen-Z societal trends. Check it out → youtube.com/watch?v=a7e9p7…

Corporate Treasuries have been stacking bitcoin at a relentless pace all year and they aren’t selling. Every dip fuels them to scoop faster and take coins off the market for good. Zoom out and stay patient. The long game is being won right now.