Regular Dave 🟧

Publisher, Real Estate Investor, Bitcoin Enthusiast. “Learn something new every day”

[Regular Dave 🟧 @cryptidiotdoc]

@ColeMacro @Strive 11:25pm Eastern-E*Trade

[Anthony Pompliano 🌪 @APompliano]

Imagine winning a national championship with your boys in college and then getting together to win an NBA championship a few years later.

Just an insane story for the Nova Knicks

[Adam Schefter @AdamSchefter]

This play will be replayed for years.

[Alec @altols]

@parkeralewis @kanemcgukin @BTCPrague If you're at @BTCPrague and you hear any one from Zaprite talk, just repeat this line in your head "they are trying to get me to buy their company and not bitcoin" and everything will make more sense.

[Regular Dave 🟧 @cryptidiotdoc]

“If all it takes to kill bitcoin is a bullish entity that likes it enough to buy, then go home.”

It’s time for the haters to accept that MSTR is not a problem for bitcoin:native

[Lyn Alden @LynAldenContact]

My bullish/bearish take on bitcoin is that we shouldn’t blame any entity for buying too much of it, because if bitcoin can be killed by an entity buying it, then it wasn’t meant to be.

If all it takes to kill bitcoin is a bullish entity that likes it enough to buy, then go home.

[Regular Dave 🟧 @cryptidiotdoc]

@BitcoinNewsCom Great job @hillery_dan as usual! $MSTR

[Michael Saylor @saylor]

A good time to add more dots.

[The Wolf Of All Streets @scottmelker]

The absurdity of blaming Saylor.

He’s been the single most consistent and ardent buyer in the market for years.

I shudder to think what Bitcoin price would be right now without him.

You should be thanking him.

[Regular Dave 🟧 @cryptidiotdoc]

“Bitcoin wins through pragmatism.”

[Adam Livingston @AdamBLiv]

“Bitcoin can’t touch capital markets because custodians are risky.”

Okay. So the plan is to leave 640 million retirees funding sovereign debt instead?

Income-seeking capital exists.

If we cannot orange pill these 640 million boomers by next Tuesday, it will either fund governments, banks, fiat corporations, or Bitcoin-native balance sheets.

The idealists are unserious.

Bitcoin wins through pragmatism.

[Anthony Pompliano 🌪 @APompliano]

Game 1 ✅
Game 2 ✅
Game 3
Game 4

[Efrat Fenigson @efenigson]

But but but - BITCOIN… *IS*… MONEY.
You’ve never had such money before. 🤯

Why re-create another fiat derivative as *money* (MoE) on top of the *real* money (bitcoin), to use *as* money?? when it already exists?? https://t.co/lcCfQuRpeR

[Will @WClemente]

https://t.co/mj9NTYKmDP

[Adam Livingston @AdamBLiv]

Imagine you're in 1995 and someone shows you the internet. Early websites, dial-up, the whole nine yards.

You wait four minutes for a JPEG to load.

Halfway through loading, it disconnects.

You think "this is stupid, this will never work, I'm going back to the Yellow Pages."

That person lost the century.

Bitcoin's short-term price is set by the most emotional participants in the most leveraged 24/7 market in human history.

Futures traders, retail tourists, ETF arbitrageurs, guys who got tipped off on Reddit... these are the people setting the price on any given Tuesday. They are not the story.

The story is that banks are building custody infrastructure.

Governments are discussing strategic reserves in official policy documents.

Accounting standards got reformed.

Advisors can now put Bitcoin in client portfolios through their existing platforms without calling their compliance department and causing a medical event.

The people who called the internet dead in 1996 were technically correct about AOL's stock price and completely wrong about everything that mattered.

The marginal seller is loud and the structural integrators are quiet.

History belongs to the quiet ones.

[Anthony Pompliano 🌪 @APompliano]

The 2026 NBA Finals will be San Antonio Spurs vs New York Knicks.

Go Knicks, Go!

[Mark Jeffrey @markjeffrey]

Taxi is unhappy with Uber

[The Bitcoin Historian @pete_rizzo_]

BILLIONAIRE ELON MUSK USING HIS OWN AI TO PROVE THE SECURITY OF #BITCOIN

THE WORLD'S RICHEST MAN 🔥

[Regular Dave 🟧 @cryptidiotdoc]

Wow, “1,011,516 shares traded” in a day.

[Jeff Walton @PunterJeff]

Record breaking volume day for $SATA

1,011,516 shares traded.
$100M + of liquidity.

Tomorrow is the final record date for SATA monthly dividend before moving to Daily Dividends.

[Natalie Brunell ⚡️ @natbrunell]

Strive just did something no public company has ever done.

$SATA is paying shareholders a 13% DAILY Bitcoin-backed dividend.

The first daily dividend in stock market history.

Full breakdown with $ASST’s Chief Risk Officer @PunterJeff 👇🏼

Timestamps:
00:00 SATA: The First U.S. Listed Security to Pay Daily Dividends
8:51 Strive Enters Top 10 Bitcoin Holder Ranks
10:39 Strive's Daily Dividends Beating $MSTR To It... What's the Catch?
11:21 Why Don't More Companies Pay Daily Dividends?
13:15 Structuring Daily Capital Asset Distributions
14:01 What is Digital Credit?
16:30 How is $SATA Able to Pay 13% Yield?
19:21 Strive is Re-Establishing Trust
21:08 Bitcoin Digital Credit Insurance Analogy
28:35 History of Strive
34:51 Why Traditional Income Investing Models Are Failing Retail Investors
37:51 The 2008 Financial Crisis Tore His Family Apart
46:35 Betting Everything on MSTR Options: Making 2000%
52:14 How Jeff Thinks About His Portfolio Now

[The Hurdle Rate Podcast @HurdleRatePod]

Welcome Back to The Hurdle Rate.

Episode 59: Scale Like Crazy

The crew breaks down Strategy's latest debt retirement and what it signals about capital structure and market perception, before turning to Strive's growing Bitcoin holdings, the launch of SATA daily dividends, and what the firm's market cap reveals about treasury efficiency. We close with a look at ecosystem cooperation, the voting dynamics shaping Bitcoin's corporate landscape, and what a new Federal Reserve Chair could mean for the road ahead.

Here's the latest with
@TimKotzman, @ColeMacro, @PunterJeff, and @Werkman.

00:00 - Welcome Back to The Hurdle Rate

02:26 - Analysis of Strategy's Debt Retirement

10:48 - Capital Structure and Market Perception

21:57 - Strive's Bitcoin Holdings Update

23:26 - SATA Daily Dividends Launch

31:40 - Strive Market Cap and Efficiency

33:14 - Ecosystem Cooperation and Voting

42:04 - New Federal Reserve Chair Outlook