Chris Nielsen

[Samson Mow @Excellion]

People like to FUD that @Strategy cannot meet dividend obligations because they don’t have a viable business model. My brother in Christ, the business of Strategy is capital markets. They’ve bought over 4% of the #Bitcoin supply through bonds, converts, prefs, and ATM offerings.

[GraveyardGamma @GraveyardGamma]

Below is a long read. Apologies, but it needs to be done.

I explain MSTR, ASST and Metaplanet and why those three are the ultimate winners.

I explain the treasury company dynamics via a probing and critical lens. Get a coffee first.

SATA is firing.
STRC will fire.
MARS next

[Chris Nielsen @nogbody]

@Manhattva i also beat every car that wants to race (except yours!) with my Cybertruck. just so much fun all the time.

[Senator Cynthia Lummis @SenLummis]

The Clarity Act passed committee. The floor is next. We did not come this far to quit at the 5 yard line.

[Michael Saylor @saylor]

https://t.co/yeG4PgpjEq

[Chris Nielsen @nogbody]

@jameslavish Dude, such signal. exactly what is needed in this crazy market.

[The Bitcoin Strategy @ThisiswhyweBTC]

There was a debate about whether $STRC is a scam.
Before you engage with that framing:
ask yourself two questions:
1.) Do you actually think Morgan Stanley would run the IPO of a scam?
2.) Do you think BlackRock would be one of its largest shareholders?
Those aren’t rhetorical. They’re the answer.

@PunterJeff is exceptional for a specific reason. He spent his career in risk, underwriting it, pricing it, living inside it. Reinsurance. The people who don’t just talk about tail risk: they get paid to be right about it or go out of business.
Combine that with a deep, studied understanding of Bitcoin and the Saylor playbook, the kind many of us have been following and building since 2020, and you have someone uniquely qualified to evaluate a product like STRC. Not just theoretically. Structurally.

Some of us have dedicated our careers to this “magic internet money”
I left a Wall Street Bank. Jeff left his insurance job. Etc

Jeff finds the right words. Stays calm. Listens patiently / even when the other side says things like:
“Bitcoin is definitely NOT going up 13% or more on average over the next 8–10 years. That’s insane to think.”

That single sentence tells you everything. That is not someone who has spent serious time studying this asset.

The best performing asset in human history. 80% 10-year ARR. Following the power law with 97% accuracy.

Go ask an AI: all else being equal, what should Bitcoin’s 4-year CAGR be given a fixed supply halving schedule?
It doesn’t guess. It does math. High school economics: demand stays completely flat for four years — zero growth — and we still print a 20% CAGR from supply compression alone.

Will we slow from 40% to 30% over time? Yes. Healthy. Normal.

Will we ever see a decade below 18% CAGR in our lifetimes? Almost zero probability. Bitcoin is 0.15% of $900 trillion in global wealth and that number is growing. When Bitcoin catches gold, a moving target, we’re likely at $2M+ per coin and still compounding at 25%+.

I don’t mind people saying they don’t understand Bitcoin, MSTR, or STRC.
99.9% of the world doesn’t yet. That’s the opportunity. And it’s ok to be skeptical and ask questions.
But to claim expertise, get basic facts wrong, and publicly bash something that honest people are genuinely trying to learn, well that causes real harm.

Jeff doesn’t do that. He does the opposite. And that’s exactly why he deserves the defense.​​​​​​​​​​​
Rule #21 spread Bitcoin with Love 🧡

[Chris Nielsen @nogbody]

@AndrewHeibeck @TFTC21 literal digital credit as its marketed....

[Mark Harvey @thepowerfulHRV]

He can sell STRC to buy debt, or MSTR to buy BTC, or STRC to buy USD, or MSTR to buy debt, or BTC to buy USD, or BTC to buy debt, or STRC to buy BTC, or MSTR to buy USD.

[Chris Nielsen @nogbody]

@druidsrevolt @wyomingresident @captainchaser21 so glad you brought this up! haplogroup x has been found in middle east (jewish) and north america, with no migration path across alaska... meaning it traveled by another means... (boat)

https://t.co/31r8c58M9P

[GREG ISENBERG @gregisenberg]

There’s $1T up for grabs for agent-first startups and this window is WIDE open. Probably 10,000+ niches.

How it plays out:

1. Every SaaS company follows salesforce and goes headless within 18 months

2. a new category of "agent-native" startups emerges that treat salesforce, HubSpot, workday etc as dumb backends. the startup IS the agent. the SaaS is just the database.

3. the entire consulting/services industry around enterprise SaaS gets compressed into software. the agent replaces the implementation team.

4. outcome-based pricing becomes default. nobody pays per seat when the "seat" is an agent making 10,000 API calls a minute. you pay when revenue hits your account.

5. the winning founders are ex-operators who understand a vertical workflow cold. the code is the easy part. knowing that a property manager spends 14 hours a week on lease renewals? that's the insight worth $100M.

6. distribution becomes the moat. when anyone can wire agents to APIs, the company with the audience and the brand wins. media + agents is the new SaaS. There’s a rush to incubate live/short form shows.

7. Silicon Valley goes all influencer. Roy lee gets this. Pat Walls gets this. Sam Parr gets this.

8. the first $1B agent-native company in each vertical will look nothing like the SaaS it replaced. smaller team, higher margins, no implementation cost, no churn from bad UX because there is no UX.

the fastest path to wealth right now: find an industry that still runs on dashboards, phone calls, and spreadsheets. build the agent-native version. charge per outcome. own the workflow end-to-end.

someone reading this right now is going to build a $100M company off this exact shift. tell me about it on the @startupideaspod when you do. Im rooting for you.

Less reading, less bookmarking, more building.

the last wave rewarded people who built pretty interfaces on top of ugly data.

I think this wave rewards people who build smart agents on top of exposed APIs.

Or who just build the APIs themselves

Here we go

[Julian Figueroa @kinetic_finance]

⚠️They say no one can explain Bitcoin Mining in under 12 minutes.

Most overcomplicate it.
Most miss the point.

Challenge accepted.

Give me 11 minutes and you’ll finally get it.

The system... and the hidden idea that makes it all work.

💥THE EXIT MANUAL – EPISODE #34

[Fred Krueger #BIP-110 @dotkrueger]

This is the best single number to evaluate MSTR.

[Robert O. Wright III @robertwr1ght]

I’m Back 💙 @BYUMBB

[leopardracer @leopardracer]

https://t.co/nZCe073239

[Michael Saylor @saylor]

One penny of volatility. $526M of liquidity. Closed at par. $STRC

[Chris Nielsen @nogbody]

@recap_david Renovate

[River @River]

Out of hundreds of currencies, Iran chose to take payment in a dying Ponzi scheme that will be destroyed by quantum computers and is backed by nothing.