JUST IN: BILLIONAIRE BILL MILLER IV JUST SAID LIVE ON CNBC #BITCOIN IS SUCKING CAPITAL OUT OF AI
"PEOPLE BECAME CONCERNED AROUND VALUATION AND ROIs THAT MAY NOT BE THERE IN AI"
"THERE'S A BIG STRUCTURAL DEMAND HERE AND A BIG RUN WAY FOR BTC AHEAD OF US"
"THE FUNDAMENTAL CASE IS AS GOOD AS EVER"
BUCKLE UP 🚀
BREAKING: ELON MUSK'S X JUST ANNOUNCED THEY WILL SOON ALLOW USERS TO BUY #BITCOIN
ONE OF THE LARGEST SOCIAL MEDIA PLATFORMS EMBRACING BTC
THIS IS MASSIVE 🚀
🌟 Member Spotlight 🌟
Meet Michelle Tankimovich 👋
Huge congrats to Introduction member @michelletank_ on her promotion to Head of Investor Relations at @ABTC
→ Former Senior Associate, Strategic Finance & IR at @Hut8Corp
→ Former Senior Financial Analyst at @CrusoeAI
→ Former Associate Consultant at @BainandCompany & Company
She's been at American Bitcoin since the week it existed. Most people inherit an investor relations function. She's building one from the first dollar raised.
In sixteen months: a $220M raise, the Chief of Staff seat, and a Nasdaq listing.
ABTC now holds 8,000+ BTC, and Michelle is the one who explains it to the market.
When a member wins, we all win.
Show Michelle some love in the comments below👇
NEW: Parker Lewis said Strategy $MSTR investors who paid a 2x premium during equity raises got roughly half a #Bitcoin's exposure at today's prices. Stock in a company, not BTC.
"If you're paying a large premium, you're the yield."
NEW: Strategy spent $653M buying back $STRC, but Adrian Morris says that's not what moved the price.
📌STRC is still a Bitcoin derivative — what happened below $60K
📌Can STRC become a trillion-dollar product?
📌The mathematical ceiling STRC will eventually hit
WATCH ⚡️
TIMESTAMPS:
00:00 Intro
00:39 Did STRC Buybacks Cause the Rebound?
04:30 Can STRC Ever Become Low Volatility?
10:25 Does Strategy Have Too Many Preferreds?
15:43 Retire or Repurpose the Legacy Preferreds?
20:07 Strategy’s Messaging Problem
25:22 How Big Should the USD Reserve Be?
32:33 Can STRC Become a Trillion-Dollar Product?
38:10 What Happens When the Treasury Model Hits Its Ceiling?
44:31 Did Strategy Actually Drive Bitcoin Higher?
49:51 What Is Bitcoin’s Next Major Catalyst?
56:44 Which Bitcoin Treasury Companies Survive?
01:02:09 Where to Follow Adrian
JUST IN: Strategy $MSTR CEO Phong Le responds to a concerned common equity shareholder.
"Ultimately for the common stock to outperform #Bitcoin we have to increase BPS, which requires $STRC to work. Our primary focus now is getting it back to par."
"Over time if you believe in BTC and it starts to rise due to all its characteristics, $MSTR will outperform."
"Creating value and increasing the price of $MSTR is our number-one priority." 🔥✊
JUST IN: Strive $ASST CEO Matt Cole just said, "#Bitcoin is historically cheap in this price range, and we feel constructive about taking on risk to buy more BTC here."
"Strategy has only sold BTC to support $STRC getting back to par so they can accretively buy BTC over the long term." 🔥
One reason American Bitcoin can mine at scale is because the infrastructure behind us is built to match our ambition. Hut 8 manages the data centers that power everything we do. The foundation is set. The climb continues. #ABTC
Today is the day! Under Siege is OUT and I stopped by my local @barnesandnoble to sign some copies. Stop by the Palm Beach Gardens store to find your signed copy 👀🇺🇸