Joined July 2019
- Tweets 13,885
- Following 1,108
- Followers 13,591
- Likes 58,693
1,513 Photos and videos
Pinned Tweet
6 Dec 2023
Imagine uma rede impossível de ser manipulada por qualquer estado nação e que representa a commodity mais escassa que o ser humano conhece.
Hoje, vale menos de 1 trilhão de dólares.
#Bitcoin
18
22
221
18,477
João Grilo Bitcoinheiro retweeted
Still adding dots.
1,044
1,258
12,047
538,072
Jeff Walton foi crucial para eu entender a estratégia da @Strategy
No final das contas é apenas gerenciamento de balanço.
Nada diferente de uma seguradora ou um banco.
Jun 9
People also thought $MSTR was dead in January of 2024 when the BTC ETF’s launched. “mNAV” fell below 1, “flywheel was broken”
Strategy proceeded to go on and acquire 655,256 Bitcoin since then.
$8B in capital > $52B in capital.
The strategy is refined, leverage is lower, the balance sheet is 6.5x larger, the dividends are being paid, capital machine is working just fine.
Excess Bitcoin risk is being pooled and shared in the capital markets, priced in real time, with TRANSPARENT balance sheets & frequent SEC filings.
STRC is not a stablecoin, it is a credit instrument. “Depegged” is not a thing, liquidation doesn’t exist, and margin is not calling.
The balance sheet is very healthy.
Bewilderment will continue, until morale improves.
3
1
15
974
relevante
Jun 8
$STRC and $MSTR shareholders have approved the amendment to move $STRC dividends from monthly to semi-monthly. Under the new cadence, the first record date is June 30 and the first payment date is July 15. Thank you to every shareholder who voted. strategy.com/press/strategy-…
2
9
634
João Grilo Bitcoinheiro retweeted
The Clarity Act passed committee. The floor is next. We did not come this far to quit at the 5 yard line.
932
3,135
22,160
2,427,355
Essa foi uma das minhas grandes realizações quando comecei a estudar o Bitcoin
Jun 7
99% of the world’s capital is managed by people who never thought to study the origins and fundamentals of money itself.
That is the opportunity 🟠.
3
1
27
1,042
Não é recomendação de investimento, faça sua própria pesquisa
mas para mim está parecendo o início de um bull market de 5x-10x
cuidado com alavancagem, se mantenham líquidos e aproveitem o passeio
16
1
104
6,925
Tether Designates Independent Director to Twenty One Capital’s Board
Learn more: tether.io/news/tether-design…
16
21
89
13,461
João Grilo Bitcoinheiro retweeted
Jun 6
We are experiencing the first bear market in network hashrate in Bitcoin's history.
This is the longest stretch without a new network hashrate ATH in the ASIC era.
~258 days since the last ATH and still ~25% below the peak.
I wrote about this last month: x.com/alphazeta/status/20539…
29
42
311
75,928
João Grilo Bitcoinheiro retweeted
Jun 5
Bitcoin is both multidisciplinary and interdisciplinary.
Understanding the different schools of thought helps - different audiences respond to different messages.
The economics that resonate with a macro investor may not be the same arguments that resonate with an engineer, entrepreneur, energy producer, or human rights advocate.
2
3
15
1,895
Todo bear market que o Bitcoin não morre justifica um preço mais alto.
2
66
1,461
João Grilo Bitcoinheiro retweeted
Um dos melhores podcasts que eu já gravei
🤣
Foi curto e sincero!
Um dos que lembro e recomendo é esse aqui: youtube.com/watch?v=ahCtnXTb…
Com o @BitcoinExplica, de quando ele trabalhava na @usebipa
1
3
16
1,271
João Grilo Bitcoinheiro retweeted
May 31
$MSTR holders are betting that bitcoin appreciation will exceed the cost of dividends.
Bitcoiners who think $MSTR will fail are betting on Schrodinger's BTC that will simultaneously be the best performing asset in human history and underperform a 10% non-compounding dividend.
56
64
874
80,747
João Grilo Bitcoinheiro retweeted
May 28
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.
May 28
Today's $SATA stats:
- Liquidity: $100M
- VWAP: $100.00
- Closing price: $100.00
The final record date for a SATA monthly dividend check is tomorrow.
Keep it 💯 and have a great evening.
28
60
853
36,449
Sentimento no momento é típico de bear market. Estamos todos exaustos e sem esperanças.
O segredo é o mesmo de todos os ciclos anteriores: o Bitcoin continua o mesmo e os governos continuam em uma sinuca de bico inflacionária.
I’m hodling, obviamente
1
3
33
792
João Grilo Bitcoinheiro retweeted
May 28
If you're in AI pivot to Bitcoin
58
32
709
22,083
João Grilo Bitcoinheiro retweeted
May 26
Strategy has completed the repurchase of $1.5 billion of its 2029 Convertible Notes at an ~8% discount to par, generating an incremental 0.7% BTC Yield and lowering aggregate debt to $6.7 billion. $MSTR $STRC strategy.com/press/strategy-…
605
1,187
11,245
1,076,554
