@halleygator Name the obvious suspect. And if its not @ScottStricklin then you are lying. We aren’t as pissed off at missing on Lane as we are this ridiculously tone deaf hire of @CoachJonSumrall
What if $100k in Bitcoin grew to $6.4M in just 2 years?
Not with leverage. Not with altcoins.
Just by combining:
✅ 60% BTC price appreciation
✅ 400% BTC stack growth (MetaPlanet-style)
That’s the model behind Bitcoin Treasury Companies.👇
Hi everyone—quick question for the group.
I’m struggling to see the upside of issuing Bitcoin-denominated debt instead of fiat-denominated debt. My working thesis has always been that the real edge comes from borrowing in fiat (which inflates) and stacking BTC (which appreciates)—an arbitrage MetaPlanet and MicroStrategy both exploit.
Adam Back makes the case that matching liabilities to BTC assets is extremely beneficial for Bitcoin-per-share yield. I’m not yet grasping how that structure would actually increase yield, since the liability no longer “melts” in BTC terms.
Where does the extra yield come from if principal and coupon are already in BTC?
Is there an efficiency or cost-of-capital advantage I’m missing?
How would this approach scale versus the classic fiat-arbitrage model?
Would appreciate any insight or examples you all can share so I can wrap my head around the mechanics. Thanks in advance!
https://t.co/yH76YvF5QR
1/15 Bitcoin rewrote the rules of asymmetry—small exposure, life-changing upside. Bitcoin treasury companies multiply that principle: they engineer balance sheets so every uptick in BTC detonates a self-reinforcing flywheel of even more Bitcoin. That’s asymmetry raised to the second power. Bitcoin treasury companies are the asymmetry squared.
@Ranen_26 @RyanHinricher@JacobKinge The IMF wants poor countries to default. Then they seize whatever production that country has and makes indentured servants out of them.