matty p

building @onrampbitcoin | previously @strike @blockfi

[matty p @xmattyp_]

@recap_david ASSISTANT

[sysls @systematicls]

https://t.co/FQe5bCBqW1

[Occams Advisory @OccamsAdvisory]

Occams Advisory has acquired 10 BTC, a $1.03M investment, at an average price of $102,995. We're planning to add 10 more by Q3 2025. Our BTC is held securely using a multi-institutional, multi-jurisdictional custody solution with @OnrampBitcoin.
AP News: https://t.co/s71uGFxEOH

[Jackson @macrojack21]

This AM, we recorded with @bitcoinpolicy to dive into the new Strategic Bitcoin Reserve (SBR) toolkit for states.

@zackbshapiro and @zackcohen_ put together a robust framework for state-level adoption.

We are honored that @OnrampBitcoin contributed on the custody side with multi-institutional custody.

Check out the report & pod below.

[Onramp @OnrampBitcoin]

US states are preparing to buy bitcoin.

Now they have a blueprint—courtesy of @bitcoinpolicy.

We sat down with authors @zackbshapiro & @zackcohen_ on The Last Trade to unpack their newly released SBR Toolkit:

➤ Why now?
➤ Custody
➤ Execution
➤ Political game theory & more!

[Michael Tanguma @MTanguma]

Not All Bitcoin Exposure Is Created Equal

A growing number of public companies are positioning themselves as bitcoin-centric investment vehicles—some even going so far as to make that their only value proposition.

These are the so-called “bitcoin treasury companies”: firms whose primary mission is to raise capital from investors and deploy it into bitcoin. In some cases, there’s no operating business, no product or service—just an equity shell, a stock ticker, and the promise to accumulate BTC.

At a glance, this might appear to be a bullish sign for bitcoin adoption. And in a certain sense, it is. We believe that over the coming decade, nearly every company—whether a tech firm, manufacturer, or family-owned business—will eventually hold bitcoin as a reserve asset. As digital sound money becomes increasingly recognized for its superior properties relative to fragile fiat alternatives, this transition will feel less like a fringe bet and more like a basic fiduciary duty.

But it’s important to separate two very different ideas:

- That bitcoin belongs on corporate balance sheets.
- That buying stock in a company simply because it holds bitcoin is a wise investment.

The former is a rational and long-term strategic choice. The latter often amounts to a speculative trade. This distinction is particularly relevant now, as a wave of new companies—many launched via SPACs or low-float equity vehicles—rush to mimic the MicroStrategy playbook.

When Michael Saylor began acquiring bitcoin in 2020, it was a bold, controversial decision. But he didn’t do it as a marketing gimmick. He did it with $500M+ in cash on the balance sheet, a profitable core business, and full control of his board. He moved first, raised debt at favorable terms, and was able to issue equity against a rising asset base. Today, MSTR enjoys liquidity, scale, and brand recognition that cannot be easily replicated.

For newer entrants, those advantages are harder to come by. Instead, they’ll need to find other ways to attract capital and attention—through social engagement....

To read the rest of this fantastic @OnrampBitcoin Weekly Round by @BackslashBTC, check it out below:

[FiatHawk - Bitcoin is Hope @FiatHawk]

This is absolute MADNESS!

On a gold standard like in 1971, your annual income would be a jaw-dropping $843,830 today. That’s right, OVER 13X what you’re slaving away for now!

The fiat system is a THIEF, and it’s laughing in your face while it steals your wealth!

Don’t believe me? The numbers don’t lie, and they’re screaming the truth! Let’s break it down:

In 1913, the average income was $800, or 38.7 oz of gold ($20.67/oz). Solid, honest money.

By 1971, that soared to $10,500, or 248.7 oz of gold ($42.22/oz). Real wealth, baby!

Now, TODAY, June 5, 2025, average income is $61,984, gold’s at $3,393/oz. That’s a pathetic 18.3 oz of gold! You’ve been gutted, your purchasing power is in the gutter!

If we were still on a gold standard like in 1971, your salary would be $843,830 (248.7 oz of gold x $3,393). That’s what you DESERVE, not this fiat garbage they’re paying you with! Inflation isn’t “economics”, it’s a SCAM designed to keep you poor while the elites print money for themselves!

Fiat is a silent KILLER of your wealth, and now this “Beautiful Spending Bill” is coming to vaporize what little you have left! You think your savings are safe?

They’re evaporating as we speak! Bitcoin is your ONLY shield, like gold, it’s a middle finger to the central banks with its hard-capped supply. Stack sats NOW, or watch your future burn in the fiat dumpster fire!

[Onramp @OnrampBitcoin]

Announcing...

Onramp Partners with @ArchLending to Offer Secure USD Loans Backed by Bitcoin Collateral

White-glove service, segregated on-chain addresses, non-rehypothecated collateral, up to 50% LTV, up to 2-year terms, & no early repayment penalties.

Learn more below...

[Jesse Myers @Croesus_BTC]

#Bitcoin is still just 0.2% of global asset value.

Here is the latest update of this chart, which you may have seen in Saylor's presentations.

With Bitcoin's price over $90k, it may feel like you're late to Bitcoin... but it is still a tiny bucket in the global asset ocean.

As a ~$2T asset, it's incredibly early for Bitcoin.

I will be comprehensively updating the numbers on this slide soon for 2025, stay tuned!

[Jesse Myers @Croesus_BTC]

You want your children to have a better life than you.

That's the common thread all good parents share.

If you're a Millennial or Gen Z dad, or aspire to be, you feel this deep-rooted drive.

Moms love their children with the tender kaleidoscope of nurturing affection. Dads feel the call-to-action to put food on the table, a roof over heads, and a secure financial future.

But it's harder now than ever.

The financial tailwinds that our parents enjoyed are now headwinds for us, their children.

Former Treasury Secretary Larry Summers recently observed that true inflation peaked around 18% - not the 8% the govt officially told you. Did you get an 18% raise last year?

The 60/40 portfolio is the inherited wisdom from the Boomers who did well. That portfolio worked because interest rates peaked at 20% in 1981 and followed a more-or-less straight line down to 0% by 2010.

Falling interest rates juice the valuations of financial assets (because future cash flows are discounted less). Real estate & stocks & bonds all boomed. The Boomer portfolio boomed.

Now they tell you "just do what I did - it worked great for me!"

But it can't. You feel it, but aren't quite sure what is broken.

Macroeconomic conditions have reversed. Millennials and Gen Z face stagnant wages at the same time that inflation drives the cost of everything higher. You are lucky if you can afford a home.

Millennial dads have told themselves to just work harder. Just sacrifice more of their own health and comfort to provide for their children.

You suffer quietly. For them.

What young dads need is a tailwind of their own.

It's here, whether you have realized it or not. We grew up watching the Internet of Information develop around us. We saw that; we know what it feels like.

And now, the Internet of Value is beginning to pick up speed. It's 1995 again, but this time you're an adult who can benefit financially from a digital megatrend.

At the heart of this digital trend is a simple idea: the purchasing power of your savings should grow over time.

Sounds too good to be true, of course. But then, that's how #Bitcoin was designed.

Every 4 years, Bitcoin is designed to "make" less new supply. It's the only asset in the world they're making less and less of over time. What this means is that Bitcoin held for 4 years becomes more valuable, because there's less supply being made. This is a simplification of the many strengths of Bitcoin, but it's the essential piece to know.

And it's why Bitcoin is for Millennials. @bramk

This is our generation's tailwind.

The formula for the Boomers' success no longer works. But now, you have an even more potent ally than they ever had.

A savings technology that delivers 25-50% annualized growth (if you hold through the volatility for 4+ years). That's a very strong breeze at your back.

If you want to make a brighter future for your children, harness this second wave of the Internet revolution.

And allow this massive tailwind to fill your sails and carry you and your family to that future.

[Michael Tanguma @MTanguma]

How it started: How it's going:

[Lee (Greater) @shortmagsmle]

This is a Norman Rockwell painting

[Michael Saylor @saylor]

My discussion on #Bitcoin, MicroStrategy, the digital transformation of global capital markets, building Bitcoin-based businesses, and general investment theory in the post-Satoshi era with @OnrampBitcoin.

[yellow.🍌🍞 @ICOffenderII]

#Bitcoin over 70k
Don't Stop Believin'!
Enjoy the ride
Bit🌽 to 100k & beyond!

[Onramp @OnrampBitcoin]

Bitcoin’s supply issuance will be halved in just ~61 days.

Nearly all investors are in profit, yet supply has never been as constrained.

Network difficulty & hashrate are regularly reaching ATHs.

Hone in on the signal of bitcoin’s fundamentals with the Onramp Terminal.

[Rhino Bitcoin @RhinoBitcoin]

Jeff Booth: The chase for abundant energy is bringing #Bitcoin mining to villages in Africa that previously had no reliable electricity

[matty p @xmattyp_]

@AdamSimecka 🙋‍♂️

[Jack Mallers @jackmallers]

Send Globally 🇻🇳⚡️

Strike users can now send US Dollars direct to bank accounts in Vietnam!

Cheaper, faster, global payments on the open settlement network for the world ⚡️

I feel the same way, brother. It's mindblowing 🤯

#Bitcoin

https://t.co/CM7NQ3iEAi

[Power Lunch @PowerLunch]

"[#Bitcoin] is decentralized so that the defendants of the monetary policy are distributed, so that it's a network of computers that defend the policy."

Strike CEO @jackmallers explains why this is "Bitcoin's moment" as regulators try to contain the fallout from the banks $BTC

[matty p @xmattyp_]

@ChipotleTweets took an extra steak bowl pretty literally... where's the rest of my food dog 😭