Peter Dixon

Bitcoin at @strategy | Ex-M&A @HoganLovells | @notredame | @UVALaw

[Marty Bent @MartyBent]

As a Catholic, I find this reprehensible.

[Chaitanya Jain @CJ_Bitcoin]

@parkeralewis @AdamBLiv @parkeralewis I ran a quick model with these assumptions, with a hypothetical starting point of 100 BTC and 1,000,000 shares, and conservatively assuming dividends are funded with BTC, instead of equity at a premium. The returns are 33% vs 30% for $BTC. I'll DM the excel to you.

[Michael Saylor @saylor]

https://t.co/yeG4PgpjEq

[Peter Dixon @psdixon22]

@CJ_Bitcoin Fact

[TFTC @TFTC21]

Paul Tudor Jones: “Bitcoin is unequivocally the best inflation hedge that there is… it has the greatest scarcity value of anything.”

Finite supply beats gold’s annual dilution.
Decentralized.
The greatest scarcity asset on the planet.

[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.

[Michael Saylor @saylor]

Strategy has acquired 22,337 BTC for ~$1.57 billion at ~$70,194 per bitcoin. As of 3/15/2026, we hodl 761,068 $BTC acquired for ~$57.61 billion at ~$75,696 per bitcoin. $MSTR $STRC https://t.co/6hv6PjzOKQ

[Peter Dixon @psdixon22]

Two word summary: Buy Bitcoin

[Chamath Palihapitiya @chamath]

https://t.co/kJc3ewLW69

[Anil Patel @anilpatel]

@BorisJohnson

[Peter Dixon @psdixon22]

Buy ₿itcoin

[Citrini @citrini]

JUNE 2028.

The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.

What happened?​​​​​​​​​​​​​​​​

https://t.co/JzzwCrbJgS

[Peter Dixon @psdixon22]

@canonlawyered Buy ₿itcoin, @canonlawyered!

[Michael Saylor @saylor]

@lopp @Croesus_BTC We buy real bitcoin. We don’t rehypothecate.

[Sam Callahan @samcallah]

The newest addition to the wall of the New York Stock Exchange.

[Coinbase 🛡️ @coinbase]

"We're seeing the birth of a new monetary system, the Bitcoin standard." - @brian_armstrong

[Gareth Jenkinson @gazza_jenks]

JUST IN: @brian_armstrong challenges France central bank governor on Bitcoin at World Economic Forum in Davos 🔥

François Villeroy de Galhau says "I trust more independent central banks with a democratic mandate than private issuers of Bitcoin".

Armstrong hits back: "Bitcoin is a decentralized protocol. There's actually no issuer of it. So in the sense that central banks have independence, Bitcoin is even more independent. There's no country or company or individual who controls it in the world."

[Peter Dixon @psdixon22]

“Show me the incentive, and I’ll show you the outcome.” - Munger

[Marty Bent @MartyBent]

The argument over whether or not stablecoin issuers can share yield with users is poetic.

Novel technology is being forced to appease out of touch incumbents who not only refuse to innovate, but are structurally unable to because of how levered they are. Consumers suffer more as a result.

Absolute clown world battle that highlights the value prop for bitcoin. Ironically, bitcoin is an afterthought in the market structure bill.

[Marty Bent @MartyBent]

The argument over whether or not stablecoin issuers can share yield with users is poetic.

Novel technology is being forced to appease out of touch incumbents who not only refuse to innovate, but are structurally unable to because of how levered they are. Consumers suffer more as a result.

Absolute clown world battle that highlights the value prop for bitcoin. Ironically, bitcoin is an afterthought in the market structure bill.

[DarkSideOfTheMoon @darkside2030]

They suppressed the price of silver for decades to keep you from understanding the great heist. If the masses figure this out they will be ungovernable

[𝓐𝓵𝓵𝓮𝓷 𝓡𝓪𝔂 @2CynicAl65]

If the government can have 18 billion dollars scammed from it without anyone noticing, then We the People are paying WAY too much in taxes.

[Chaitanya Jain @CJ_Bitcoin]

Every Bitcoin Treasury Company should issue Digital Credit ("Amplification" or "Intelligent leverage").

It can be different flavors of credit - secured vs unsecured, loans vs bonds vs preferreds, convertible vs not, fixed vs floating vs variable, etc. It depends on the size of the company and the nature of its regional credit markets.

What's critical is that the fiat-denominated cost of credit must be lower than the expected long-term price appreciation of $BTC.

As long as risks related to maturity, interest expense/dividends, and collateral are appropriately managed, the common equity (i.e. levered $BTC) will outperform $BTC over the *long term* and the company will likely be valued above 1x mNAV.