Bitcoin hit $124,500 last week.
This morning it plunged to $112,300 — a 9.7% pullback.

One spark? Strategy’s equity guidance update: a catalyst for MSTR’s sharp drop and the broader treasury shakeout.

But is this a crack in the model, or the setup for S&P 500 rocket fuel? 🧵👇
The update was announced publicly by Saylor.

Here’s the part that caused the outrage:
Strategy “may issue equity to pay debt interest, fund preferred dividends, or when otherwise deemed advantageous.”

That single line reopened optionality and rattled confidence.

Bitcoin has survived everything thrown at it so far.
But what hasn’t it faced yet?

Let’s talk about the real threats still looming over Bitcoin — and why most don’t see them clearly. 🧵👇 Start with the obvious: regulation.
Even after Trump’s pro-Bitcoin pivot, the risk remains.

A future administration could swing back hard — weaponizing choke points like banking access and custody rules.

The fight isn’t over.

Inflation isn’t an accident.

It’s not a policy mistake.
It’s not “bad management.”

In our current system, it’s baked in.

Here’s why the money you hold will always lose value—and why Bitcoin changes the game. 🧵👇 When we left the gold standard in 1971, money stopped being tied to anything finite.

Dollars became credit-based.

Every new dollar was created through lending—mortgages, government bonds, corporate debt.

Allen Farrington just posted a killer thesis on NOSTR.

Many Bitcoiners argue stablecoins accelerate hyperbitcoinization.
Allen agrees—but not for the reasons you’ve heard.

His view flips the whole discussion on its head. 🧵👇
He starts by conceding what few Bitcoiners will:
Stablecoins have real product-market fit.

Today, only three crypto use cases truly work at scale:
• Bitcoin as savings tech
• Mining as monetizing energy
• Stablecoins as better fiat

Trump just opened the door for Bitcoin in U.S. 401(k) retirement accounts.

That’s $8.7 TRILLION in savings.

Here’s what it means—and why it could reshape Bitcoin’s path over the next decade. 🧵👇
The executive order directs the Department of Labor to re-examine rules on “alternative assets” in employer-sponsored retirement plans.

Translation:
• Bitcoin ETFs
• Potential direct Bitcoin exposure
• More investment freedom

Every few centuries, the world changes its money.

Those who adapt, prosper.
Those who don’t… get left behind.

We’re living through the next shift right now—and most people won’t see it until it’s over. 🧵👇
Early money was local.

Cowrie shells in Africa. Wampum beads in North America. Rai stones on Yap Island.

These worked—until trade expanded and weight, transport, and verification became bottlenecks.

Bitcoin Treasury Companies: The Quiet Superweapon Reshaping Global Capital 🧵

To the untrained eye, Bitcoin treasury companies look like fiat-finance cosplay.
Leverage? Debt? Derivatives?
Sounds like Wall Street LARPing with Bitcoin branding.

Then Preston Pysh explained what they really are. Everything changed. He didn’t just explain how they work.
He explained what they are.
Not scams. Not distractions. Not detours.
Bitcoin treasury companies are super spreaders - engineered to infect legacy capital markets with Bitcoin.

Tucker Carlson just interviewed the most dangerous economist in the world.

Dr. Richard Werner exposed the secret fuel behind inflation, war, and inequality.

Another billboard for Bitcoin—whether he said the word or not.

Here are 9 truths they never wanted you to hear: 🧵👇 Truth #1: Banks don’t lend your savings.
They create new money out of thin air—by issuing credit.

“Banks are not financial intermediaries… they create money out of nothing.”

Every mortgage, car loan, and student debt creates brand new dollars.

This is fiat’s engine.

Strategy(MSTR) just posted:

• $14B operating income
• $10B net income
• $32.60 EPS

And yet… it trades at a P/E of 4.7x.
That’s lower than 495 companies in the S&P 500.

Here’s what Wall Street still doesn’t get about MSTR 🧵👇
This isn’t just a high-performing company.

Strategy is on pace to generate $80 EPS this year.

That’s on just 112M outstanding shares, with most of the value tied directly to BTC.

But the market still doesn’t price it like a Bitcoin proxy—or a tech firm.

Something big is happening in finance—again.

25 years after the internet reshaped equities, Bitcoin is quietly doing the same to debt.

Strategy (MSTR) is building a Bitcoin-backed yield curve—from 1-month to 20 years.

Here’s what that means 🧵👇 Historically, Bitcoin had no yield.

You could HODL, speculate, or lend (with risk).

But now, for the first time, institutions can access structured Bitcoin yield—via public, regulated securities.

Strategy has issued 4 instruments to build this stack:

Strategy (MSTR) just delivered the most consequential earnings call in its history.

They’re building a $100B+ Bitcoin credit empire—powered by AI, fueled by leverage, and anchored by the hardest money on Earth.

2 hours of alpha in 2 minutes 🧵👇
Year-to-date, Strategy has raised $18.3B in capital—more than 80% of last year’s total in just 7 months.

It now holds over $74B in Bitcoin, acquired at a cost of $46B.

Every sat is unencumbered. Zero rehypothecation. Just conviction.

The White House just released its 2025 digital assets report.

Buried in the policy language are major signals for Bitcoin—if you know where to look.

This isn’t just another crypto paper. It’s about how the U.S. is preparing for a monetary shift. 🧵👇
Let’s be clear: the Strategic Bitcoin Reserve is not being shelved or forgotten about.

The U.S. will “develop strategies that could be used to acquire additional bitcoin for the Reserve.”

This isn’t a pivot. It’s a continuation of a long-range monetary play.

Bitcoin just absorbed an $9B selloff—80,000 coins—without breaking stride.

But the real story isn’t the sale.
It’s what it confirms:

The largest holder rotation in Bitcoin history is almost complete.

Are you ready for what comes next? 🧵👇 Every bull run requires a rotation.

Old hands sell into strength. New buyers step in.

It’s the only way price can rise: supply has to change hands.

This is true for all assets—and especially Bitcoin.

In 1970, the median home cost 2.5x the average annual income.
Today, it’s 6.6x.
That’s not lifestyle inflation.
That’s fiat theft. 🧵👇 Minimum wage in 1971 was $1.60/hr.
Gold was $35/oz.
Work 40 hours = 1.83 ounces of gold.
Today, you earn 0.08 ounces for the same job.
The money didn’t lose value—the system took it from you.

A Satoshi-era whale just sold 80,000 BTC—worth over $9 billion.

These coins sat untouched since 2011.

Now they’re gone.

And Bitcoin barely moved.

This is more than a sale. It’s the clearest signal of what’s coming next. 🧵👇
The coins came from 8 dormant wallets created in early 2011.

On July 4–5, they were consolidated. By July 18, the entire stack was sold—quietly—via Galaxy Digital.

No blockchain breadcrumbs. No market chaos.

Just clean execution of one of the largest exits ever.

Michael Saylor’s Strategy (MSTR) just raised $2.47B with a new security called STRC.

It’s not a bond. Not a stablecoin. Not a typical preferred.

So what is it—and why are some calling it a “Bitcoin‑backed T‑bill”?

STRC explained—and how it transforms BTC‑backed credit 🧵👇
STRC launched at $90 with a $100 par value.

It pays a monthly dividend (9% to start) and can adjust over time.

The goal? Keep STRC trading near $100—becoming a high-yield parking spot for capital that still ties into Bitcoin.

American HODL says the coming Bitcoin treasury bubble could rival the dot-com era—$11T of capital chasing BTC, with true mania not hitting until 2026+.

That’s when Bitcoin could theoretically run towards a $1M blow-off top.

Is he on to something? Let's unpack 🧵👇
American HODL:

“I think the treasury company bubble can get dot-com level large. We could see a 3–4 year run that takes Bitcoin well beyond a million dollars.”

So what signals are already pointing toward this?

Is Bitcoin freedom money—or just another Wall Street asset?

Cypherpunks see it as censorship‑resistant lifeboat. Institutions see it as pristine collateral.

In her latest piece, Lyn Alden reveals why both paths are needed before Bitcoin can become true ubiquitous money. 🧵👇
Bitcoin’s adoption is two‑sided:

• Cypherpunks want an exit from corrupt systems.
• Suit‑coiners want the best-performing asset.

But here’s the paradox: Bitcoin must first succeed as an investment before it can thrive as money.

The Genius Act just became law.

Trump calls it a “financial revolution,” unleashing dollar-backed stablecoins to cement U.S. dominance in crypto.

But is this really about innovation—or a stealth move toward a programmable, surveilled dollar?

Here’s what’s really happening 🧵👇
The bill promises to “modernize payments” and make the U.S. the “crypto capital of the world.”

But stablecoins don’t fix fiat—they just digitize it.

They’re still tied 1:1 to the same dollar that’s lost 98% of its value since 1913.

Bitcoin treasuries are no longer just cash buys.

Corporations are issuing bonds to acquire BTC—creating a new form of strategic leverage.

Lyn Alden breaks down what this means for Bitcoin’s next stage of adoption and the risks that come with it. 🧵👇
The first key insight: not all leverage is created equal.

👉 Hedge funds & traders use margin loans—short-term, high risk, and prone to liquidation.
👉 Corporations issue long-dated bonds—fixed terms, no margin calls, and built for durability.

Bitcoin is eating sell pressure like never before.

This isn’t retail mania. It’s corporate treasuries, SPAC whales, and institutional permanent capital locking up the float.

If you don’t understand these new dynamics, you’ll miss the biggest shift of this cycle 🧵👇 Trump Media just announced it holds $2 BILLION in Bitcoin exposure—that’s two-thirds of its entire liquid treasury.

A media company bearing the name of the sitting President is pivoting into hard money to escape fiat debasement.

And they’re not alone.