Brian Rothenberg 🟧

Bitcoin Class of March 2025. $MSTR, $MTPLF, $ALCPB, $TSWCF, $DDC

[Brian Rothenberg 🟧 @RothenbergBrian]

Most people think AI requires technical skills they don't have.

It doesn't. It requires the skills you've spent your entire career building — you just don't have a name for them yet.

Last week, I published a book about it.

No prompt engineering tips. No tool tutorials. A thinking framework for professionals who want AI to compound what they already know.

Live now:
https://t.co/b0l5q9LHXn

Read the introduction for free:
https://t.co/ie5720c4sC

[Vince (HodlFlorida) @HodlFlorida]

Investing psychology is fascinating

[Brian Rothenberg 🟧 @RothenbergBrian]

Stay humble and stack sats.

One thing is different this time. AI.

It could be a black hole for liquidity for a long time.

Bitcoin won’t care but the fiat exchange rate might care for a while.

Better to remain antifragile than to play with leverage you don’t need.

Put a little extra in whenever you get the itch.

Just my 2 sats, which are on sale tonight.

[Michael Sullivan @SullyMichaelvan]

Bitcoin FUD feels convincing right now for one simple reason:

The market is angry.

Like, historically angry.

And angry crowds overweight risks and mistake emotional certainty for clear thinking... which makes all the certainty around the 4-year cycle especially interesting.

[Ron Sovereignty Swanson⚡️🗝️ @RonSwanonson]

Bitcoins floor is what matters

Bitcoin highs are for moon boys and traders

Bitcoin is up over 450% from bear to bear

And people think the sky is falling

Watch the floor rise instead

[Ron Sovereignty Swanson⚡️🗝️ @RonSwanonson]

I stick to a 2 step process that’s working extremely well

1. Buy Bitcoin

2. Wait for the rest of the world to figure it out

[Adrian Morris @_Adrian]

$STRC | $SATA:

There is another angle to consider - We may refer to the Perpetual Preferred products as “Digital “Credit”, which is technically true, but that is IMO their secondary classification.

Their real “basket” is as $BTC Derivatives. Any weakness in $BTC (real or perceived) technically thins the asset “backing” (I think of it as support, not backing) and might send the prefs below par. Spiking yields won’t mitigate this.

Long term | Near term weakness in the “parent equity” ($MSTR | $ASST) as the levered beta to $BTC will also inevitably get “passed along” the capital stack into the prefs as well. The design of the prefs and their adaptable structure may smooth out the volatility but it doesn't break the mechanical link to $BTC.

[BitBox @BitBoxSwiss]

You can't control the market. You can own your keys.

[Brian Rothenberg 🟧 @RothenbergBrian]

@CrisReed 1 Bitcoin = One bitcoin:native

[Brian Rothenberg 🟧 @RothenbergBrian]

@TheSamsPodcast Let’s go Mets!

[Ron Sovereignty Swanson⚡️🗝️ @RonSwanonson]

Bitcoin is money

Lightning is Bitcoin

Fiat is financial slavery

Bitcoin is freedom

Any questions?

[Neil Jacobs @NeilJacobs]

THEM: Why doesn’t the price move when Saylor buys billions in Bitcoin?

ALSO THEM: Saylor sold 32 BTC and nuked the price.

SERIOUSLY?!? 🤣

[Pierre Rochard @BitcoinPierre]

1 bitcoin = 1 bitcoin

Few understand this!

[Brian Rothenberg 🟧 @RothenbergBrian]

@CrisReed People actually sold bitcoin:native for fiat at $67k. Let that sink in.

[Pierre Rochard @BitcoinPierre]

Bitcoin continues to be the most undervalued asset in human history. Nothing has changed.

[Pierre Rochard @BitcoinPierre]

Over the past 12 months, the AI boom has added $19 trillion of new marketcap to the top 50 public equities, that’s 13x bitcoin’s total market cap. This historic capex cycle is vacuuming up all liquidity and attention, so it’s astonishing that BTC/USD is this resilient!

[Brian Rothenberg 🟧 @RothenbergBrian]

@WayneVaughan I guess we’re not there yet.

[Terence Michael @ProofOfMoney]

You have $100,000 in the bank.

You spend $3.72 of it for bills.

That’s news???

(exact same proportion)

[Adam Livingston @AdamBLiv]

Bitcoin intraday low of $66.5k is +10.74% above the 4 year moving average.

Median forward returns from this level in history:

6 months: +52.1% (90.8% hit rate)
12 months: +129.0% (100% hit rate)
18 months: +233.2% (100% hit rate)
24 months: +324.3% (100% hit rate)

If history rhymes, buying here makes you rich.

[Brian Rothenberg 🟧 @RothenbergBrian]

@tiffany_varty @NatalieVarty @satmojoe @BTCPrague Glad to hear it. Hope to see you in Prague!

[Brian Rothenberg 🟧 @RothenbergBrian]

I now think there is a chance we break models to the downside short term.

I’m not sure Bitcoin has seen a convergence of competing investments so strong competing for the same liquidity. Lots of AI investments all mooning, the largest IPOs ever with immediate passive flows, excess volatility in oil and other commodities.

I’ll admit that I’m new this cycle, but so are these investments. This is not just another altcoin season.

Bitcoin will be fine, but I would not be surprised to see significantly more coins change hands first.

But, it is the best opportunity to stack that I will likely ever see, given when I started stacking.