Bitcoin | Director of Strategy & Research @ORANJEBTC 🍊 ₿ 🇧🇷 | $OBTC3 | $ORNJY
Joined June 2019
- Tweets 12,610
- Following 1,975
- Followers 45,379
- Likes 31,210
1,859 Photos and videos
Sam Callahan retweeted
ORANJEBTC IRÁ COMPRAR 1 BITCOIN PARA CADA GOL DO BRASIL NA COPA DO MUNDO
📰 Após acelerar as compras de Bitcoin, a OranjeBTC fará uma campanha para adquirir mais BTC com os gols do Brasil na Copa do Mundo
portaldobitcoin.uol.com.br/o…
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Jun 12
One goal. One bitcoin.
For every goal Brazil scores during the World Cup, OranjeBTC will buy 1 bitcoin.
Go Brazil! 🇧🇷⚽₿
Jun 11
Nessa copa a OranjeBTC vai comprar 1 BTC para cada gol do Brasil. E se nós tivéssemos comprado 1 Bitcoin a cada gol do Brasil desde 2010?
Foram 36 gols nas últimas quatro Copas: 9 em 2010, 11 em 2014, 8 em 2018 e 8 em 2022.
Comprando 1 BTC por gol ao preço de cada época (considerando US$ 1 por BTC em 2010 e cerca de US$ 560, US$ 6.800 e US$ 17.000 nas copas seguintes), o investimento total seria de aproximadamente US$ 197 mil por 36 bitcoins.
Hoje, por volta de US$ 63 mil cada, esses mesmos 36 BTC valeriam cerca de US$ 2,3 milhões, aproximadamente 11,5 vezes mais, nada mal, não?
Nos siga nas redes sociais para participar da nossa torcida pelo Brasil nessa Copa.🇧🇷🧡
#OranjeBTC #OBTC3 #BitCopa #BitGoool
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Sam Callahan retweeted
Jun 11
A Strategic Bitcoin Reserve is the most asymmetric bet the U.S. Treasury could make. The downside is manageable. The upside is generational.
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Jun 10
People are vastly underestimating the resilience of Strategy’s capital structure, the strength of its Bitcoin balance sheet, and the optionality of its treasury operations to service its dividend obligations.
Strategy’s sell-off signals the first real stress test for the bitcoin treasury trade cnbc.com/2026/06/09/strategy…
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Sam Callahan retweeted
Jun 9
Bitcoin correlating with stocks sounds bearish.
@samcallah says it's actually the opposite.
Institutions now own ~20% of Bitcoin's supply. ETFs, portfolio rebalancing, and institutional flows have changed the price action.
The correlation isn't proof that Bitcoin failed.
It's proof that Bitcoin won.
FT @LgDoucet
Tune in to know more
⏱ TIME POINTS ⏱
00:00 – Intro
01:13 – Why Sam Isn’t Worried About Bitcoin
03:14 – How Oranje BTC Earns Yield
04:37 – Milk Road Is Hiring
04:53 – Is Everyone Wrong About Bitcoin?
13:53 – Why Bitcoin’s Correlation Is Bullish
16:13 – Why Institutions Don’t Get Bitcoin Yet
18:01 – Quantum Risk: Real Or Overblown?
22:01 – Sponsor: Cape
22:46 – Is Strategy Actually In Trouble?
29:30 – Inside Strategy’s Bitcoin Machine
39:08 – Bitcoin, ETFs & MSTR: Risk Guide
40:46 – What Sparks Bitcoin’s Next Rally?
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Sam Callahan retweeted
Jun 8
E se os principais cenários pessimistas do Bitcoin forem, na verdade, mais fracos do que parecem?
@samcallah, Diretor de Estratégia e Pesquisa da OranjeBTC, participou do programa @MilkRoad para analisar os 5 principais cenários pessimistas do Bitcoin que dominam o mercado atualmente. E explicar por que muitos investidores podem estar pensando sobre o Bitcoin de forma completamente equivocada.
youtu.be/NQiExD_Q1N0?si=yH4y…
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Jun 8
The problem remains the same...
Large deficits are structural and projected to rise.
The budget will not be balanced.
The debt burden will not be reduced through fiscal discipline.
It will be managed through currency debasement and financial repression.
So...I buy Bitcoin.
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Sam Callahan retweeted
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-…
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Jun 8
OranjeBTC continues to stack the dip.
41 BTC last week. 🟠
We now hold 3,803 BTC and have achieved a BTC Yield of 5.28% YTD.
Jun 8
🇧🇷
A OranjeBTC adquiriu 41 Bitcoin durante a semana e passou a deter 3.803 Bitcoin em tesouraria.
Em paralelo, recompramos 3.000.000 ações ON, contribuindo para um BTC Yield semanal de 3,01%.
• BTC Yield 2T26: 5,08%
• BTC Yield 2026: 5,28%
Nossa missão é acelerar a adoção de Bitcoin no Brasil e na América Latina.
Na tesouraria, temos um único foco no longo prazo: aumentar Bitcoin por ação.
Ticker: 🇧🇷 $OBTC3 | 🇺🇸 $ORNJY
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🇺🇸
OranjeBTC acquired 41 Bitcoin during the week and now holds 3,803 Bitcoin in treasury.
In parallel, we repurchased 3,000,000 common shares, contributing to a weekly BTC Yield of 3.01%.
• 2Q26 BTC Yield: 5.08%
• 2026 BTC Yield: 5.28%
Our mission is to accelerate Bitcoin adoption across Brazil and Latin America.
In treasury operations, we have a single long-term focus: increasing Bitcoin per share.
Ticker: 🇧🇷 $OBTC3 | 🇺🇸 $ORNJY
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Jun 5
This is quite the bearish day.
Jun 5
*CHICAGO BEARS TO DEPART ILLINOIS FOR INDIANA AFTER 100 YEARS
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Jun 5
At OranjeBTC, we are proud supporters of @Vinteum_org.
What does it take to build a truly global Bitcoin protocol?
@lucasdcf, co-founder of @Vinteum_org, has spent years making space for Brazilian developers in the Bitcoin open-source ecosystem.
Through grants, education programs, and @casavinteum, Vinteum has helped 15 developers land full-time roles at projects like @bitcoindevkit, @StratumV2, and @Blockstream.
Read the full story: Link in the thread
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Jun 5
The CBO projects the 10Y yield baseline for the next decade to be ~4.1%.
If rates remain 40 bps above that baseline over the next decade like it is today, it would add $1.5 trillion in interest expense to the debt, and even if it’s just for 1 year, it adds $200 billion by 2036.
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Unfazed. ₿uilding. ₿uying. Focused.
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Sam Callahan retweeted
Jun 4
My June public newsletter is now available:
lynalden.com/june-2026-newsl…
The issue focuses on defining and planning for the more multipolar and volatile world we have moved into.
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Sam Callahan retweeted
Jun 4
Já saiu a nova edição do Oranje.mail
Quer receber direto no seu e-mail e não perder nenhuma edição? Entre no link e se inscreva.
oranjebtc.com/#newsletter
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Sam Callahan retweeted
Jun 4
NEW: Sen. Sullivan and Sen. Lummis lead letter to the Fed, FDIC and OCC, calling for revaluation of Basel’s risk weighting for Bitcoin and digital assets.
“A 1,250% risk weight bypasses those calibrated frameworks entirely, applying a blunt penalty …to a transparent, globally traded asset with deep derivatives markets, continuous liquidity, and cryptographic auditability.”
This is a strong signal from Washington that legislators are looking closely at this issue as work on market structure continues. The letter has 6 signatories and 3 are on the Banking Committee.
It’s also great to see BPI’s brief on this topic cited in the third footnote! 😉
We’ll keep you posted on further updates.
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Jun 3
One of the most common critiques I hear these days is that Bitcoin is "just high-beta equity exposure" and no longer provides diversification.
But this completely misunderstands why Bitcoin's correlation with equities is rising and what role it serves in a portfolio. 🧵👇
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True diversification comes from underlying fundamentals.
Bitcoin remains a fixed-supply monetary asset with no issuer, no counterparty risk, no debasement risk, and no sovereign risk.
Correlations are temporal. They are measurements of the prevailing winds. Fundamentals are timeless and universal.
Bitcoin's equity correlation will keep moving.
The reasons to hold it will not.
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Thanks for reading. 🙏
You can read @JoshGLevineNYC and my full thoughts on this topic here: oranjebtc.com/blog/do-isolam…
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