Bitcoin Treasury Enthusiast. Sat Native. Treasury Orange. Head of Video at https://xitter.cf/t.co/GtaDkmvK6z https://xitter.cf/t.co/X2mDwW7zI2
Miami, FL
Joined March 2012
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- Followers2.7K
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NEW: @GrainOfSaltSF is on the record. Strategy $MSTR above 1.5 million #Bitcoin by December 31, 2027.
📌Strive $SATS at 15%: unprecedented fixed rate
📌The worst bond chart in history
📌Bitcoin's 30% CAGR can send Strive $ASST to 100,000 BTC in 2027.
Watch ⚡️
TIMESTAMPS:
0:00 Intro
0:26 Why $SATS is unprecedented
1:23 Fixed 15% vs $SATA's floating rate
1:51 A junior product built for junk bond buyers
4:08 Bond math: a 30% effective yield at $50
6:15 Raising $500 million on $SATS
6:43 Why $SATA won't sell below $100
8:52 Paid daily, cumulative if missed
10:47 Where will $SATS trade?
12:59 Prefs become a curve
13:52 $MSTR vs $ASST amplification
15:39 Net leverage vs amplification
20:25 Amplification is bond math
22:54 Total return beats yield
24:30 Can Strive do this forever?
25:44 The 15% hurdle for new entrants
26:52 Buying $SATS at $80
28:21 Pull to par for perpetual prefs
30:09 Strive's $500 million buyback fund
32:47 Strategy's 2 cash reserves
34:59 The death spiral that never came
37:33 Back to the 1970s rate shock
38:55 The worst chart in history
42:17 18% mortgages and the 1981 peak
46:03 A US Treasury that fell 18% in 1 year
48:55 Backed by Bitcoin, not a debasing dollar
50:51 The debasement hurdle
53:30 Should Saylor slow the common ATM?
57:02 Nobody catches Strategy
57:55 Strive's common ATM plan
58:46 What happens if Bitcoin doubles
1:01:25 Tyler vs Grain: issuing at $80
1:05:18 The levers now work both ways
1:06:29 New terms every 3 to 6 months
1:12:01 Outro
Tyler Rowe retweeted
🚨 BREAKING NEWS 🚨
The Palmieri family is officially invested in $ASST, $SATA, and $SATS.
My dad watched my interview with @ColeMacro of @Strive and bought all three before even speaking with me. 🤣
A testament to how challenging, candid interviews can build investor confidence. 👏 💪
Watch on YouTube here: youtu.be/cCnvVTbfDC8?is=0CP1…
Tyler Rowe retweeted
JUST IN: $13 Trillion Vanguard's Mid-Cap Index Fund ($VMCIX) just disclosed it has increased its stake in #Bitcoin treasury company Strategy $MSTR by 639,039 shares ($92.7 million).
It now holds a total of 7.8 million shares ($1.13 billion).
9% stake increase by the world's 2nd-largest asset manager 🔥🚀
Tyler Rowe retweeted
JUST IN: Strive's Jeff Walton (@PunterJeff) just said, "This is a #Bitcoin gold rush. We're all trying to accumulate as much BTC as humanly possible."
"We know we're in a debt crisis, they're going to print more money, and we want to be at the forefront of the new monetary ecosystem."
"We are attracting new capital from different pools to the market, and that fundamentally changes how BTC will operate in the future." 🔥🔥
Tyler Rowe retweeted
Joined RE: Bitcoin with @chasepalmieri. He asked several excellent in-depth questions about Strive I've never been asked publicly before. Hope you enjoy the conversation.
TIMESTAMPS
00:00 - Strive and Bitcoin Amplification
01:50 - Amplification Risk and Reward
04:04 - Market Demand and Institutions
06:57 - Outperforming Bitcoin
10:06 - Growth and Capital Strategy
13:00 - Bitcoin Balance Sheet and Digital Credit
18:01 - Daily Dividends and Market Impact
21:04 - Collaboration and Competition
24:50 - Digital Credit Yields and Risks
29:59 - Bitcoin Loans and Collateral
39:48 - Long-Term Strategy and Outlook
$ASST $SATA $SATS
Tyler Rowe retweeted
No questions off-limits. No topics shared in advance. No edits after recording.
Unfiltered alpha for investors who want to understand not just their investments, but the people and thinking behind them.
YouTube: youtu.be/cCnvVTbfDC8?is=e8J_…
Joined RE: Bitcoin with @chasepalmieri. He asked several excellent in-depth questions about Strive I've never been asked publicly before. Hope you enjoy the conversation.
TIMESTAMPS
00:00 - Strive and Bitcoin Amplification
01:50 - Amplification Risk and Reward
04:04 - Market Demand and Institutions
06:57 - Outperforming Bitcoin
10:06 - Growth and Capital Strategy
13:00 - Bitcoin Balance Sheet and Digital Credit
18:01 - Daily Dividends and Market Impact
21:04 - Collaboration and Competition
24:50 - Digital Credit Yields and Risks
29:59 - Bitcoin Loans and Collateral
39:48 - Long-Term Strategy and Outlook
$ASST $SATA $SATS
Tyler Rowe retweeted
big shout to @strive
will be put to good use 🫡
OpenSats has received the first donation from @Strive under its recurring monthly commitment to support a stronger and more robust open source ecosystem.
🧡🌐
opensats.org/blog/opensats-r…
Tyler Rowe retweeted
The ETF Playbook Episode 01 is live on YouTube: youtu.be/Le2FIFWcLgk
🤖 Made with AI
I'm live breaking down Strive's $SATS IPO, Strive rising to #2 on the #Bitcoin Treasuries leaderboard & $MSTR's upcoming IPO.
w/ @TheOtherParker_, @GrafYves, & @SebastianFurn.
LIVE: Strive $ASST is racing to #2 on the Bitcoin treasury leaderboard — and $SATS just started trading. @GrafYves, @TheOtherParker_ & @TylerCompiler break it down.
📌 36,818 BTC and counting
📌 $700M raise, 2x oversubscribed
📌 Is $STRC mispriced vs $SATA?
Watch ⚡️
xitter.cf/i/broadcasts/1nxeLMppo…
Tyler Rowe retweeted
LIVE: Strive $ASST is racing to #2 on the Bitcoin treasury leaderboard — and $SATS just started trading. @GrafYves, @TheOtherParker_ & @TylerCompiler break it down.
📌 36,818 BTC and counting
📌 $700M raise, 2x oversubscribed
📌 Is $STRC mispriced vs $SATA?
Watch ⚡️
xitter.cf/i/broadcasts/1nxeLMppo…
Tyler Rowe retweeted
People 👏 That 👏 Use 👏 Fiat 👏 Currency👏 As 👏A 👏 Store 👏 Of 👏 Value 👏 Are 👏 Poor. 👏
Tyler Rowe retweeted
JUST IN: Strategy's Michael Saylor just said they could become a trillion-dollar company with digital credit as their main business.
"The future of $MSTR is based on converting #Bitcoin capital into credit. Equity will outperform BTC if the credit is good."
"Digital credit is the product, equity is the byproduct. If the credit works, we should trade at a premium." 👀🔥
Tyler Rowe retweeted
After a busy start to October for @XCEofficial , it was good to sit down and share the story last week.
1. @OneChairPod with @GrafYves. Full 40 minutes on the XCE model is out
2. @TimKotzman. Full episode out, "Diluted on LinkedIn, Concentrated on X"
3. Recorded with @TylerCompiler for @BTCtreasuries on Friday. Out soon
4. @BusinessForSale covered the James Gray acquisition
In the XCE group;
Great first full week from the James Gray team, with one of the team already hitting their quarterly target 👏
This week is full of quality meetings, with lots of opportunity to progress through the quarter.
The Aquis Showcase public vote closes at 10am today. Feel free to vote for XCE.
Links below 🫡
🟠 $XCE | AQSE: XCE | OTCQB: XCELF
