Tyler Rowe

Bitcoin Treasury Enthusiast.
Sat Native.
Treasury Orange.

Head of Video at

[Tyler Rowe @TylerCompiler]

NEW: @GrainOfSaltSF is on the record. Strategy $MSTR above 1.5 million #Bitcoin by December 31, 2027.

📌Strive $SATS at 15%: unprecedented fixed rate

📌The worst bond chart in history

📌Bitcoin's 30% CAGR can send Strive $ASST to 100,000 BTC in 2027.

Watch ⚡️

TIMESTAMPS:
0:00 Intro
0:26 Why $SATS is unprecedented
1:23 Fixed 15% vs $SATA's floating rate
1:51 A junior product built for junk bond buyers
4:08 Bond math: a 30% effective yield at $50
6:15 Raising $500 million on $SATS
6:43 Why $SATA won't sell below $100
8:52 Paid daily, cumulative if missed
10:47 Where will $SATS trade?
12:59 Prefs become a curve
13:52 $MSTR vs $ASST amplification
15:39 Net leverage vs amplification
20:25 Amplification is bond math
22:54 Total return beats yield
24:30 Can Strive do this forever?
25:44 The 15% hurdle for new entrants
26:52 Buying $SATS at $80
28:21 Pull to par for perpetual prefs
30:09 Strive's $500 million buyback fund
32:47 Strategy's 2 cash reserves
34:59 The death spiral that never came
37:33 Back to the 1970s rate shock
38:55 The worst chart in history
42:17 18% mortgages and the 1981 peak
46:03 A US Treasury that fell 18% in 1 year
48:55 Backed by Bitcoin, not a debasing dollar
50:51 The debasement hurdle
53:30 Should Saylor slow the common ATM?
57:02 Nobody catches Strategy
57:55 Strive's common ATM plan
58:46 What happens if Bitcoin doubles
1:01:25 Tyler vs Grain: issuing at $80
1:05:18 The levers now work both ways
1:06:29 New terms every 3 to 6 months
1:12:01 Outro

[Bitcoin Treasuries @BTCtreasuries]

NEW: Pilot Episode of The Big Bitcoin Show: @BritishHodl, @GrainofSaltSF & @TylerCompiler break down the digital credit era.

📌 British Hodl's demand: an unlimited $MSTR buyback

📌 Strive stacking $SATS & fueling total returns

📌 Is Cash the new alpha in a drawdown?

⚡️ WATCH

[Tyler Rowe @TylerCompiler]

@willywoo Waiting patiently for the iShares Inverse Schiff ETF.

[Tyler Rowe @TylerCompiler]

@BobbyBTCMaxi @_Checkmatey_ So, you're saying the home equity loan was a mistake?

[Tyler Rowe @TylerCompiler]

@_Checkmatey_ 🔸️Enjoy the cheap sats.🔸️

[Tyler Rowe @TylerCompiler]

🔸️Enjoy the cheap sats.🔸️

First real correction of this bull market. 😎

[Tyler Rowe @TylerCompiler]

Strive $ASST is 1,001 BTC away from becoming the 2nd-largest #Bitcoin Treasury Company.

Zero to 43,000 in 13 months. 🔥🔥

[Bitcoin Treasuries @BTCtreasuries]

BREAKING: Strive $ASST buys an additional 6,182 #Bitcoin and now holds a total of 43,000 BTC.

Strive has increased its BTC holdings by over 470% YTD. 🔥🚀

🔸Bitcoin 100 Ranking: 4🔸

[Bitcoin Treasuries @BTCtreasuries]

BREAKING: Strive $ASST buys an additional 6,182 #Bitcoin and now holds a total of 43,000 BTC.

Strive has increased its BTC holdings by over 470% YTD. 🔥🚀

🔸Bitcoin 100 Ranking: 4🔸

[Tyler Rowe @TylerCompiler]

@GrainofSaltSF @PunterJeff @Werkman @ColeMacro @Strive 4.20 turn up.

[Chase Palmieri @chasepalmieri]

🚨 BREAKING NEWS 🚨

The Palmieri family is officially invested in $ASST, $SATA, and $SATS.

My dad watched my interview with @ColeMacro of @Strive and bought all three before even speaking with me. 🤣

A testament to how challenging, candid interviews can build investor confidence. 👏 💪

Watch on YouTube here: https://t.co/ihHiNSc669

[Bitcoin Treasuries @BTCtreasuries]

JUST IN: Strive $ASST CEO Matt Cole just said their new preferred stock $SATS is "already on a very high growth trajectory."

"The liquidity of $SATS is really high. Yesterday it traded about $70 million, making it the 2nd most liquid preferred equity in the U.S." 🔥🚀

[Tyler Rowe @TylerCompiler]

@milkroaddaily This will age well. 😂

[Tyler Rowe @TylerCompiler]

@ChrisNanoSports I was higher on Caleb coming out of school. Maybe Drake Maye will never make that throw, but he doesn't need to.

Top 10 arm strength is enough when his ball placement & pocket presence are already tops in the league.

@RealAlexBarth @ezlazar @pfwpaul @ByAlFrancisco @Fred_Kirsch

[Bitcoin Treasuries @BTCtreasuries]

JUST IN: $13 Trillion Vanguard's Mid-Cap Index Fund ($VMCIX) just disclosed it has increased its stake in #Bitcoin treasury company Strategy $MSTR by 639,039 shares ($92.7 million).

It now holds a total of 7.8 million shares ($1.13 billion).

9% stake increase by the world's 2nd-largest asset manager 🔥🚀

[Bitcoin Treasuries @BTCtreasuries]

JUST IN: Strive's Jeff Walton (@PunterJeff) just said, "This is a #Bitcoin gold rush. We're all trying to accumulate as much BTC as humanly possible."

"We know we're in a debt crisis, they're going to print more money, and we want to be at the forefront of the new monetary ecosystem."

"We are attracting new capital from different pools to the market, and that fundamentally changes how BTC will operate in the future." 🔥🔥

[Tyler Rowe @TylerCompiler]

Over a quarter of Tesla's GAAP profit last quarter came from #Bitcoin it holds.

Should more S&P 500 companies hold some? What do you say, Michael @Saylor?

[Tyler Rowe @TylerCompiler]

JUST IN: Tesla's $TSLA 11,509 #Bitcoin added $288M to its Q3 results.

That's 28% of GAAP net income at @ElonMusk's Tesla for the quarter. 🔥🔥

[Bitcoin Treasuries @BTCtreasuries]

JUST IN: Elon Musk's $1.5 trillion Tesla $TSLA just reported that it did not sell any of its 11,509 #Bitcoin in Q3.

They HODL $972.8 million worth of BTC. ✊🔥

[Tyler Rowe @TylerCompiler]

@BTCtreasuries Tesla's $TSLA #Bitcoin on the balance sheet is rocket fuel for shareholders. 🚀🔥

[Tyler Rowe @TylerCompiler]

@ColeMacro @chasepalmieri Incredible discussion. 👏👏

[Matt Cole @ColeMacro]

Joined RE: Bitcoin with @chasepalmieri. He asked several excellent in-depth questions about Strive I've never been asked publicly before. Hope you enjoy the conversation.

TIMESTAMPS
00:00 - Strive and Bitcoin Amplification
01:50 - Amplification Risk and Reward
04:04 - Market Demand and Institutions
06:57 - Outperforming Bitcoin
10:06 - Growth and Capital Strategy
13:00 - Bitcoin Balance Sheet and Digital Credit
18:01 - Daily Dividends and Market Impact
21:04 - Collaboration and Competition
24:50 - Digital Credit Yields and Risks
29:59 - Bitcoin Loans and Collateral
39:48 - Long-Term Strategy and Outlook

$ASST $SATA $SATS