🟠 Bitcoin Yield Guy 🟧

Bitcoin Yield Strategist • Turning volatility into cash flow • All roads lead to #Bitcoin • Investment Research • Not investment advice

[Phong Le @phongle]

I’d like to give $STRC my two cents.

[Strategy @Strategy]

Our USD Assets cover 3.4 years of annual interest and dividends, up from 0.5 years at the end of May. $MSTR $STRC

[Michael Saylor @saylor]

https://t.co/LhjAn80Bob

[Strategy @Strategy]

Strategy has acquired 1,036 $BTC and repurchased $188M of $STRC. As of 11/8/26, we hold 850,364 BTC and $4.9B of USD Assets. $MSTR
https://t.co/dNzTPPjday

[Michael Saylor @saylor]

Strategy has acquired 1,036 $BTC and repurchased $188M of $STRC. As of 11/8/26, we hold 850,364 BTC and $4.9B of USD Assets. $MSTR https://t.co/Pxqso5aVRU

[Natalie Brunell ⚡️ @natbrunell]

“I’m going to sit up for this one.”

This is a powerful 5 minutes to watch and listen.

Don’t miss my full show with @DariusDale42 streaming now on all platforms.

[Natalie Brunell ⚡️ @natbrunell]

Darius Dale says this is a conversation he couldn’t have on Bloomberg, and once you watch it you’ll understand why.

A powerful listen before you head to the polls.

Thank you @DariusDale42 for being so open and direct. I hope someone who really needed this conversation gets to hear it today.

TIMESTAMPS:
00:00 Trailer
1:09 Why the stock market won't survive 2028
3:14 The carnage hiding under the market
5:59 The risk Wall Street isn't hedging
14:34 Why your savings are losing ground
16:48 Debasement, default, or total war?
22:35 Why he bet on Bitcoin early
27:10 Why every family needs a plan
34:35 "Your vote does not matter anymore"
48:01 The worst bear market in U.S. history ahead?

[Michael Saylor @saylor]

Strategy has acquired 811 $BTC and repurchased $208M of $STRC. As of 11/1/26, we hold 849,327 BTC and $4.9B of USD Assets. $MSTR https://t.co/uWYzoJJkna

[Benjamin Cowen @benjamincowen]

OpenAI says one of its AI models disproved the Exponential Time Hypothesis (ETH). OpenAI also released a computer-checked formal proof, but independent researchers are still reviewing whether it proves what it claims.

For those unfamiliar, the Exponential Time Hypothesis is a longstanding assumption in computer science about how difficult certain problems are to solve.

One example is something called 3-SAT.

Imagine you have a large number of variables that can each be true or false, along with a set of rules. Each rule involves three conditions, at least one of which must be true. The goal is to find a combination of true and false values that satisfies every rule simultaneously.

With 100 true/false variables, there are roughly 1.27 nonillion possible combinations (2^100).
Checking whether a particular combination works is relatively easy. Finding one that satisfies all the rules can be much harder.

The hypothesis essentially says no algorithm can solve every instance of this problem in subexponential time. In other words, the computational effort required in the worst case cannot grow subexponentially as the number of variables increases.

OpenAI claims its model found an algorithm that breaks this assumption. The claimed algorithm would still be extremely slow, but its running time would grow subexponentially rather than exponentially.

If independently verified, that would be a significant result in theoretical computer science.

But to be clear, disproving the Exponential Time Hypothesis would not prove P = NP, nor would it mean Bitcoin or Ethereum are compromised.

P = NP is a separate, much bigger unsolved question: if a solution to a problem can be checked quickly, does that mean there is also a way to find the solution quickly?

Most researchers believe the answer is no, or P ≠ NP.

If P = NP were ever proven, it would have major implications for cryptography.

For example, Bitcoin uses elliptic curve cryptography to secure digital signatures. This relies on mathematical problems that are extremely difficult to reverse. You can verify a signature relatively easily, but figuring out the private key from the public key is believed to be computationally infeasible.

If P = NP were proven, it would imply that problems like recovering a private key could theoretically be solved in polynomial time, meaning the computational effort grows as a fixed power of the problem size rather than exponentially.

However, that does not necessarily mean such an algorithm would be practical. Polynomial time can still be prohibitively expensive.

Also, the algorithm OpenAI claims to have discovered is not polynomial time, and it does not directly provide a way to break Bitcoin's cryptography.

Still, I think it's an interesting reminder that developments in fields seemingly unrelated to financial markets can eventually have significant implications for them.

[Michael Saylor @saylor]

The bull market is calling.

[Michael Saylor @saylor]

J.P. Morgan Asset Management’s base case projects Bitcoin to outperform U.S. stocks, bonds and gold over the next decade. Wall Street is doing the math.

[Simply Bitcoin @SimplyBitcoin]

JUST IN: $15 TRILLION BLACKROCK RELEASES NEW VIDEO EXPLAINING BITCOIN 👀

[CARLA⚡️ @carlabitcoin]

GOT BITCOIN?

[Michael Saylor @saylor]

The future of Bitcoin is the future of finance.

This morning at the World Bank, I joined Chris Brummer, Founder & CEO of The Fintech Foundation, for a 25-minute fireside chat at DC Fintech Week. @fintechthinksdc

00:52 - Strategy as a reserve institution built on Digital Capital, Digital Credit, and Digital Equity
01:32 - Bitcoin as Digital Gold, Digital Capital, and the foundation for a new financial system
03:19 - Strategy as a private central bank for the crypto economy
06:54 - Manufacturing Digital Credit backed by USD reserves and Bitcoin
08:08 - Return of capital, tax-deferred dividends, and scalable fixed income
09:17 - How Digital Credit amplifies Bitcoin per share for $MSTR equity holders
12:17 - Bitcoin headwinds and tailwinds: policy, liquidity, bank adoption, and AI capital flows
13:12 - Bitcoin-backed bank credit and the impact of $10B in new lending
16:20 - The triple reflexive flywheel: Bitcoin price, reserves, credit risk, and equity premiums
18:25 - Quantum risk, AI hacking, and why Bitcoin can upgrade when consensus forms

[Saifedean Ammous @saifedean]

Michael Saylor has gone through his second year-long bitcoin bear market and come out with 4% of all the bitcoin, billions in USD cash, & close to zero net debt, all while relentlessly posting AI memes every day.

Haters in shambles.

[Phong Le @phongle]

"$STRCx is now the world’s largest tokenized equity by circulating market cap." Awesome.

[Strategy @Strategy]

The evolution of $STRC continues. Next proposed upgrade: Daily Dividends.

[Michael Saylor @saylor]

$STRC is Digital Credit.
$IBIT is Digital Capital.
$MSTR is Digital Equity.

[Phong Le @phongle]

The era of always-on capital markets is here. Daily dividends, 365 days a year.

[Michael Saylor @saylor]

Strategy is proposing daily dividends on $STRF, $STRC, $STRK, and $STRD, accruing every calendar day, including weekends and holidays, and paid the next business day, with economics unchanged. The proposed changes aim to support price stability, liquidity, and demand.