Karma Free

HODL - SWC, MSTR ‘21, Bitcoin ’17. Real Estate. Tech. Spirituality. Be kind, Introspect, Meditate & find lasting inner-peace. Scams reported!

[Micro2Macr0 @Micro2Macr0]

This is NOT when you sell your #Bitcoin.

[Jack Mallers @jackmallers]

Hidden in the chaos is arguably Bitcoin's greatest adoption story to date.

In the middle of a war, a country chose Bitcoin to settle trade. Not gold. Not the dollar. Not stablecoins.

Why? Because in the end, the best money wins. Bitcoin is money for all when you need it most.

[nortonbreads @nortonbreads]

@KobeissiLetter bro is day trading with us

[Saifedean Ammous @saifedean]

Florida Man Reads The Bitcoin Standard; Buys 4% of All the Bitcoin

[The Wolf Of All Streets @scottmelker]

Bitcoiners, I learned something this week.

We’ve been doing it wrong.

For 15 years we’ve tried to onboard people with math, energy, cryptography, monetary theory.

None of it works on a normie. Their eyes glaze. They tune out. They think we’re a cult.

But explain the problem they already feel - that they’re running faster and standing still, that their work is being quietly taxed, that they shouldn’t have to become an investor just to keep what they earned - and they lean in.

Don’t sell them the answer. Name the problem.

They already know something’s wrong. Be the one who finally puts it into words.

[Andrew Webley @asjwebley]

Probably one of the best explanations of why Bitcoin matters from @scottmelker.

Someone I have followed for years, never met but always makes sense.

Worth watching.

[Zynx @ZynxBTC]

We are going to see $MSTR in the S&P 500 sooner than we think.

Removing $1.5 billion of convertible debt from the balance sheet will please the index committees.

Strategy have a balance sheet built for war.

[BanksyCat @Banksycat]

PAY ATTENTION. Your digital life was just sold to a billionaire. Tony Blair brokered the deal. The King announced it. You had no say.

For 20 years Blair tried to force Digital ID. Failed in 2006 when his £4.6BN Identity Cards Act was scrapped. He learned. You can't force people. You make them walk into the trap optionally.

In 2025, 2.96 MILLION petitioned against it. Government pretended to listen. Made it optional. But the trap was always the same. Once banks integrate it, employers require it, schools demand it. Optional becomes mandatory in practice. You won't function without it.

Why? Larry Ellison paid the Tony Blair Institute £257 MILLION.

Oracle already holds £700M in government contracts across Treasury, Home Office, NHS. They're not building a service. They're owning your life.

In February, Blair and Ellison met in Dubai. Ellison called for unification of all government data for AI. Not to help you. To predict you. Control you. Monitor every transaction, every movement, every choice.

TBI released the report in September. Starmer moved days later. King made it official. Once Digital ID embeds in NHS and tax system, no government can remove it without economic collapse.

It becomes permanent. Survives every election. Every Prime Minister.

Blair learned in 2006 that forced control gets rejected. So this time he's embedding it so deep rejection becomes impossible.

This is institutional entrapment. You're getting a digital leash designed to predict and control your behaviour through AI.

Wake up before optional becomes permanent.

[Michael Saylor @saylor]

$STRC is a passenger jet. $BTC is a fighter jet. $MSTR is a rocket ship.

[Karma Free @BigRotateCapitl]

@the_desert_ape Wish it came in white with orange SWC logo and standard flag.

[Andrew Webley @asjwebley]

Interesting comment from @Strategy during their call last night regarding potential Bitcoin sales in the future.

I have heard them say this before in different interviews but I suspect that there will be a lot of comments on the topic so sharing my thoughts with you here.

The key point here is that people need to separate “selling Bitcoin” from “mismanaging a Bitcoin treasury.”

Bitcoin treasury companies are ultimately building balance sheets around what many of us believe is the highest quality form of long-duration capital available. We already accept that companies actively manage treasuries backed by property, commodities, equities or fiat currencies. Bitcoin treasury companies will be no different if they are to succeed over decades rather than just market cycles.

What we have seen over the last 12–18 months is that some companies entering the sector have managed capital poorly - often chasing short-term optics or chasing what they think is a hot sector instead of building sustainable treasury structures. The long-term winners will be the companies that combine conviction in Bitcoin with disciplined capital management.

That is why Strategy’s comments should be viewed as a natural evolution rather than a philosophical reversal.

Strategy has decades of experience operating in capital markets and more than five years now operating at enormous scale within Bitcoin treasury markets. A model they invented. If they are going to continue scaling successfully, institutional credit markets will need to understand, rate and ultimately support the structure. That inevitably means demonstrating treasury flexibility and maturity.

Importantly, Strategy are not saying they intend to abandon accumulation or become a trading vehicle. They are simply acknowledging that a treasury built for the long term may occasionally take sensible actions to optimise capital structure, support obligations or improve shareholder outcomes. I would suggest that their model, as with The Smarter Web Company, is an operating business looking for Bitcoin per share growth.

In reality, the most important metric for any Bitcoin treasury company should be long-term Bitcoin yield per fully diluted share. If management is focused on increasing Bitcoin ownership per share over time, then they remain structurally aligned with accumulation. That means they are still likely to be net buyers over the long run, even if tactical balance sheet management occasionally occurs.

So would a Strategy Bitcoin sale be a turning point for the market? In my view, probably not.

Markets are mature enough now to distinguish between:

1) forced selling due to distress; and
2) strategic treasury management within a well-capitalised structure.

Those are completely different signals.

If anything, responsible treasury management could strengthen institutional confidence in the model because it demonstrates that Bitcoin treasury companies are evolving into durable financial structures rather than ideological vehicles.

And yes, other corporate holders may eventually adopt similar approaches - but that should not automatically be viewed as bearish. The real question is whether management teams are increasing long-term Bitcoin exposure per share and preserving balance sheet resilience.

That is what will determine which Bitcoin treasury companies endure for decades.

In summary, I think this comment is evidence of responsible Bitcoin treasury management rather than any indication that Strategy intend to trade Bitcoin for short term profits.

LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8

[Jesse Myers @Croesus_BTC]

@BigpictureBTC Big Picture is to accumulate more Bitcoin and grow Bitcoin-per-share. this can serve that aim.

image from Feb 2021, in this article: https://t.co/pKOaSDeu1w

[Bitcoin Archive @BitcoinArchive]

JUST IN: Fed Chair Nominee Kevin Warsh approved by Senate Banking Committee and will be 1st pro-Bitcoin Fed Chair.

[BitcoinTreasuries.NET @BTCtreasuries]

JUST IN: $15 billion investment bank TD Cowen analyst Lance Vitanza reiterated a buy rating on #Bitcoin treasury company Smarter Web $TSWCF with a price target of $1.36.

His year-end bitcoin price target is $140,000.

167% increase in share price. He knows what's coming.👀

[Andrew Webley @asjwebley]

TD Cowen reiterates buy rating on Smarter Web Company, says it remains UK's only scaled bitcoin treasury vehicle https://t.co/QIBiq6xHSc

[Strike @Strike]

Tim Cook is stepping down after 15 years at Apple. The stock returned 20x on his watch. One of the best CEO runs in history.

In that same window of time, bitcoin is up over 7,500x. No CEO. No board. No quarterly earnings. No company.

No other asset comes close.

[Michael Saylor @saylor]

Strategy has generated ₿17,585 of BTC Gain in the first two weeks of April, worth ~$1.3 billion. BTC Gain is the closest analog to Net Income on the Bitcoin Standard. $MSTR

[Fred Krueger @dotkrueger]

When Bitcoin breaks all time highs again this year,

1. The 4 year cycle will be proven decisively wrong.
2. The Quantum FUD will fade into background.
3. The nonsense that MSTR "must sell BTC" will die.
4. None of the people who sold will have bought back in.

Have a great day.

[Mike Alfred @mikealfred]

You can't have a real bear market and crypto winter without an actual bull market. Until you see real unadulterated exuberance, no bear. Simple stuff but so many people got fooled this time. Pure devastation. They will be chasing hard in the coming months as everything rips.

[The Bitcoin Historian @pete_rizzo_]

BREAKING: MICHAEL SAYLOR JUST BOUGHT OVER 11,000 #BITCOIN IN 1 DAY FOR THE 1st TIME IN HISTORY

$1,000,000,000 IN TRADING VOLUME IN 1 SESSION

$800,000,000 WORTH OF BTC

WE ARE WATCHING HISTORY 🚀