Tyler Rowe

Bitcoin Treasury Enthusiast.
Sat Native.
Treasury Orange.

Head of Video at

[Tyler Rowe @TylerCompiler]

NEW: @AmericanHodl8 & @TylerCompiler on Wall Street bending the knee & looking back at Strategy's $MSTR performance.

📌 Jamie Dimon folds, JPM models 10%+ BTC Performance

📌 $100-200 trillion of wealth in #Bitcoin, 15 yrs out

📌 Why Hodl is getting back into $ASST?

⚡️ WATCH

TIMESTAMPS:
00:00 Jamie Dimon bends the knee
04:04 Why nobody sits out a technological shift
05:26 Bitcoin's monetary network effect
08:44 Central banks are 10 years out
11:01 There is no upper bound: hundreds of trillions
15:50 What happens if the money never holds spot
17:53 You're being paid to take custody risk
24:15 850,000 BTC and the simplest MSTR thesis
27:50 The evolution of Saylor
30:47 Pensions, insurers and the 2.5% allocation
35:58 Parker Lewis vs. the treasury trade
39:46 AI hacking and the new self-custody risk
47:28 The Satoshi coins and the case against rollbacks
53:09 Buy, borrow, die and the carrot into the system
57:11 Do the mNAV premiums come back?
59:29 Leverage is not a time machine
1:04:05 Is the four-year cycle dead?
1:09:40 Strive at 43,000 BTC and Hodl's regret

[_Checkmate 🟠🔑⚡☢️🛢️ @_Checkmatey_]

The majority of people taking the L are Short-term holders.

Folks who:
- Were indecisive and didn't buy enough at $67k in July-August
- FOMO aped in too large of a buy above $80k
- Are now selling at the very price they wish they had taken advantage of three months ago

[Tyler Rowe @TylerCompiler]

I'm sorry for how many times I said "it feels the bottom in."

The #Bitcoin bottom is in.

[Tyler Rowe @TylerCompiler]

@PeterSchiff Remember the 135 times you said this before?

[Tyler Rowe @TylerCompiler]

@GregSchoen Don't be this guy.

[Ran Neuner @cryptomanran]

A boy asked his bitcoin-investing dad for 1 bitcoin for his birthday.

Dad: What? $15,554??? $14,354 is a lot of money! What do you need $16,782 for anyway?

[Michael Saylor @saylor]

Sell a kidney if you must, but keep the Bitcoin.

[OKUNG @RussellOkung]

I trust bitcoin more than US dollars.

[Elon Musk @elonmusk]

Bitcoin is my safe word

[Edward Snowden @Snowden]

Unpopular but true: Bitcoin is the most significant monetary advance since the creation of coinage.

If you don't believe me or don't get it, I don't have time to try to convince you, sorry.

[Peter Schiff @PeterSchiff]

I was wrong about #Bitcoin.

[gregschoen.eth @GregSchoen]

I wish I had kept my 1,700 BTC @ $0.06 instead of selling them at $0.30, now that they're $8.00! #bitcoin

[Tyler Rowe @TylerCompiler]

How much bone marrow are you selling for #Bitcoin at these prices?

[Tyler Rowe @TylerCompiler]

@MichaelDunwort1 @ezequieltar All value is subjective.

[Bitcoin Treasuries @BTCtreasuries]

NEW: Big #Bitcoin Show #3

📌 $MSTR hits the ATM, buys back $STRC again

📌 Grain weighs in on the mNAV debate & Hodl doubles down on "Bitcoin per share is dead"

📌 Why JP Morgan buys back its own stock

@BritishHodl @GrainOfSaltSF @TylerCompiler

⚡️ WATCH

TIMESTAMPS:
00:00 BTC at 74K, Below Strategy's Cost Basis
00:41 "Bitcoin Per Share Is Absolutely Dead"
02:05 ATMs Cap the Upside — Full Stop
05:06 Moon Math, MNAV & Getting Bamboozled
09:58 Gross MNAV vs Net MNAV
17:44 Strategy Sells 2M Shares for $280M
21:39 What JP Morgan's Buybacks Prove
33:49 Did $SATS Cannibalize $SATA?
42:01 Crypto Spring & the Debt Problem

[Tyler Rowe @TylerCompiler]

@Crypto_Cooper91 @chasepalmieri @Strategy The market will decide if his products hold value.

[Tyler Rowe @TylerCompiler]

@alyjah_zavisa @chasepalmieri @Strategy Have you watched the show before? Of course we've considered that. When Bitcoin becomes a $2, $3, $4 trillion asset, they will have no choice but to include Strategy in their index because of its performance.

[Bitcoin Treasuries @BTCtreasuries]

JUST IN: Global index fund giant MSCI will announce today its final decision on excluding Strategy $MSTR and Metaplanet $MPJPY from its indexes as non-operating companies.

JP Morgan said MSCI exclusion could trigger about $2.8 billion outflows from Strategy $MSTR.

Strategy itself said, "We expect our common stock to be excluded from the MSCI Global indexes." 👀

[Tyler Rowe @TylerCompiler]

The greatest monetary store of value is #Bitcoin.

It pales in comparison to a greater store of value: knowledge.

Don't forget to Invest in your mind:
🔸️ Read timeless books, not the latest news
🔸️ Learn high-leverage skills, not fleeting trends
🔸️ Protect your sleep, diet and body, not just your screen time
🔸️ Surround yourself with builders, not noise
🔸️ Pass on what you've learned

[Bitcoin Treasuries @BTCtreasuries]

NEW: #Bitcoin Treasuries Takeover #25

📌 $MSTR buys 1,036 BTC + $188M $STRC buyback

📌 Did $SATS cannibalize $SATA?

📌 Is Digital Credit a perpetual "vibe check?"

@ChasePalmieri @TheOtherParker_ @GrafYves @TylerCompiler break it all down.

Watch ⚡️

TIMESTAMPS:
00:00 Bitcoin tests $72K — what's driving the drawdown
03:00 40 of 41 data center ballot initiatives passed
07:17 Can the hyperscalers win the towns back?
10:51 Why data centers became the Democrats' villain
14:19 Strategy buys 1,036 BTC, repurchases $188M STRC
15:24 Buy below par, issue above par — the STRC model
18:02 Are there structural problems with STRC?
20:36 Digital credit is a vibes game, not a fundamentals game
25:01 Did SATS cannibalize SATA?
26:00 The race to the bottom in cost of capital
31:53 Is a higher cost of capital really an advantage?
34:50 Cost of capital is just leverage by another name
39:41 These are marketing companies — go hire a sales force
45:27 Sell STRC to the BI customer base
48:37 Will Bitcoin ever have real yield?
54:08 Why Lightning can't generate yield at scale
56:31 The Bitcoin bank and infrastructure inversion

[11.10.2026 Livestream]

[Chase Palmieri @chasepalmieri]

"@Strategy really needs to hammer that point home. We've won. Nobody can catch us."

- @TylerCompiler of @BTCtreasuries on RE:Bitcoin.

🎥 Watch on Youtube: https://t.co/ls1BZrpKGB