I think the people who believe Bitcoin treasury companies are just a “flare-up” or “temporary” are literally insane. They’re ignoring hyperbitcoinization happening in real time. Strategy reached the zenith - offering more than 2x better coupons through its credit instruments

The continuous public company bid is becoming normalized. This chart is only going to increase exponentially.

If you truly believe Metaplanet $MTPLF will become the second-largest publicly listed holder of Bitcoin in the world, and its market cap right now is still only $7B—yet you’re still asking me if it’s too late to buy— You are fucking out of your mind.

If you're mad about Bitcoin Treasury Companies just wait until we see the stampede of Shitcoin Treasury Companies

You can just make phone calls

Good morning ☕ Arbitraging fiat with intelligent leverage to stack bitcoin is not a trend, it's an inevitability. The speculative attack will not stop until the world's misallocated monetary premium is fully extracted.

The most profitable businesses are usually the most needed 🚀🫡

.Jeff Walton and Josh Man with some napkin math 👀

Do we have a clear German or Italian Bitcoin Treasury or are we still waiting? The German market especially seems prime for a focused accumulator.

We’re early… very few people are taking these companies seriously… yet

Myth: bitcoin treasury companies are the altcoins of this cycle. Reality: altcoin treasury companies are the altcoins of this cycle.

$MSTR to post $11B net income in Q2, qualifying for S&P 500 x.com/i/broadcasts/1…

The bitcoin NAV premium breaks brains because we’re living through hyperbitcoinization and almost nobody understands that yet.

Michael Saylor Elon Musk $mstr

Richard Byworth ∞/21M The best timing to buy bitcoin is always now. Delaying is just trading certainty for hope.

When I talk about BTC adoption, I no longer think about individuals. The more countries you live in, the more cultures you experience, and the longer you study history and Bitcoin, the clearer one truth becomes: Most people don’t want sovereignty. They want to be controlled and

🔥 “Strategy now holds 600,000 BTC. It’s so big, it might have a sovereign put.” — Tom Lee (Thomas (Tom) Lee (not drummer) FSInsight.com) Michael Saylor has stood up a scalable on-ramp for institutions/nation states seeking exposure without moving the market. He also compares BTC treasury valuation model to Exxon’s

All of the smartest people I know are using intelligent leverage to buy Bitcoin and speculative attack the dollar on the individual and corporate level. Probably something to it.

In 2020, Bitcoin consolidated at $9k before a mega pump. In 2025, Bitcoin is consolidating at $109k before a mega pump.

We ate through two massive barriers so far this cycle: The $69K previous top, and the $100K psychological level. It's been a while since we've seen true price discovery in BTC with no obvious barriers. Would be a shame if all these treasury companies that raised hundreds of