I fully agree with @nopara73 (Adam Ficsor), the creator of @wasabiwallet, who took a temporary vacation from Twitter: x.com/nopara73/status/114749…

ALL SET: the iShares Bitcoin Premium Income ETF $BITA is launching TOMORROW (tue). Confirmed by Nasdaq. Also, the ETF will target 15-25% annual yield while trying to capture at least 70% of bitcoin's upside in process.

Bitcoin Capitalism — my keynote from @BTCPrague 2026. Digital Capital is the foundation for Digital Credit, Digital Money, Digital Yield, Digital Equity, and a universe of Bitcoin-backed products and services. Timestamps: 01:37 - The Four Bitcoin Ideologies and the case for Bitcoin Capitalism 03:29 - Bitcoin as Digital Capital: thousand-year capital with a half-life of infinity 06:12 - Bitcoin network snapshot and ~68% dominance 07:41 - What is money? The Austrian view, the conventional investor view, and “Bitcoin is money, everything else is credit” 09:21 - Digital Money and Digital Credit: bitcoin-backed products for fiat-facing investors 11:28 - Digital Credit: an ~$11–12B asset class that was zero 12 months ago 14:54 - Bitcoin’s opportunity: $1T of bitcoin vs. $1,000T of global capital 15:43 - The 10-dimensional model for reaching stranded capital 16:44 - 1) Asset types: commodities, equities, credit, derivatives, real estate, money, and tokens 18:07 - 2) Capital functions: store of value, appreciation, income, collateral, and payments 19:29 - 3) Custody: self-custody, banks, custodians, broker-dealers, prime brokers, and exchanges 20:34 - 4) Jurisdictions: 664,000 legal and regulatory environments for capital 22:03 - 5) Distribution networks: banks, exchanges, payment networks, and $156T controlled by wealth advisors 23:13 - 6) Account forms: retirement accounts, brokerage accounts, insurance policies, treasuries, and trusts 24:51 - 7) Risk: market, currency, duration, regulatory, credit, technical, security, theft, and counterparty risk 26:03 - 8) Liquidity: transforming $350T of illiquid capital with liquid digital assets 28:02 - 9) Investors: banks control ~$200T and need compliant bitcoin-backed products 30:09 - 10) Product characteristics: fixed rate, floating rate, leverage, callability, fees, and structure 30:45 - The 10x10 matrix for channeling global capital into Bitcoin 31:19 - How $10–20T of capital could expand Bitcoin into a $100T network, moving from $70K to $700K to $7M per bitcoin 32:10 - Bitcoin Capitalism as a Darwinian market: winners, challengers, failures, and 1,400 companies tracked by Strategy 34:53 - Existing bitcoin-backed products: @Trezor, @Unchained, @Fidelity, @Fold_app, @Tando_me, @Relai_app, @CashApp, @HodlHodl, @AnchorWatch, @Meanwhile, $IBIT, $STRC, and $MSTR 40:03 - Digital Capital, Digital Credit, Digital Money, and Digital Yield competing with traditional capital markets 41:03 - Digital Money and Digital Yield: better stablecoins and higher-yield bitcoin-backed products 47:27 - 3 ways to participate: savers, investors, and innovators 49:19 - The aluminum airplane analogy: people buy the product, not the commodity underneath 52:29 - Build a ₿ridge to connect $BTC to the global capital markets 53:42 - 10,000 products, 10,000 needs, and 100,000 corporate efforts to change the world

Trump said he demanded unconditional surrender, we just didn’t know he meant America’s.

Bitcoin is up almost 5% over the last 24 hours. $MSTR is up 8.51% today. Despite what the doomers say, Strategy is a very simple company to understand. Amplified Bitcoin.

💥 Russian $200 million Tu-22M3 supersonic strategic bomber crashed in Irkutsk region. These bombers have been striking Ukraine with X-101 cruise missiles and Kinzhal ballistic missiles for 4.5 years.

Today is a significant day for $ASST. Strive becomes the first American company ever to pay a daily dividend. $SATA is almost at par and with that they should be buying Bitcoin every single trading day. The Daily Dividend Company is open for business. Bitcoin rising above $66,000 has sent the stock up 10% and they also added 73 Bitcoin to the balance sheet. The best small cap opportunity in America is just getting started.

MSTR is trading at a 1.34x true CEBE mNAV and they can continually raise hundreds of millions of dollars every week. They took 1,587 Bitcoin into the coffers, and added $100 million to the reserve by capturing only 1.9% of MSTR’s weekly dollar trading volume. Yes, this is after a 50% Bitcoin price correction. The screechings of the bears and the haters and the losers have zero reflection of reality. The machine will not be stopped.

🔥STRATEGY BUYS 1,587 BITCOIN AND ADDS $100 MILLION TO THE USD CASH RESERVE🔥 Strategy's capital markets activity last week was ACCRETIVE to MSTR shareholders. They issued 1,732,553 MSTR shares and raised $209M. They bought 1,587 BTC for $100M and increased the USD Reserve by roughly $100M. That means the common residual got two things: 1,587 BTC and about 1,559 BTC-equivalent cash at $64,126 BTC That is roughly 3,146 BTC-equivalent added to the common residual. Did the new shares bring in more residual BTC-equivalent value per share than existing shareholders already had? Yes. After the transaction: Net senior claims in BTC: ($22.2B - $1.1B) / $64,126 = 329,040 BTC Common Equity BTC: 846,842 - 329,040 = 517,802 BTC CEBE: 517,802 / 356.320M basic shares = 145,319 sats/share Before the transaction, CEBE was roughly 145,142 sats/share. Verdict: 145,142 → 145,319 sats/share That is 177 sats/share, or about 0.12% accretive. BTC-only looked dilutive. BTC cash was accretive. That is why CEBE matters. Common equity holders do not merely have exposure to the newly purchased Bitcoin line item. They own the residual economic exposure to the balance sheet after senior claims. BTC matters. Cash matters. Debt matters. Preferreds matter. Share count matters. CEBE captures all of it:

Bitcoin current price = $64,000 Fair value (green) = $166,000 Support (red) = $59,000 Resistance (purple) = $580,000 How are you not buying right now?

“We take week-to-week actions… we think strategically year-to-year, and really, long term we think in 4-5 year time horizons.” Growing Bitcoin per share requires both tactical execution and long-term thinking. My discussion with @scottmelker.

Both Strategy and Strive increased their Bitcoin as well as USD Reserves. Both transactions were slightly negative with regards to Bitcoin per share, and many people will point this out. But what most of those people miss is that they added Bitcoin at $63K, expanded their balance sheet, and improved their credit ratings. Not every single week will increase Bitcoin per share. What matters most is that Bitcoin per share increases significantly over the long term. Which is the case for both companies: - BTC Yield YTD: 12.50% (Strategy) - BTC Yield YTD: 64% (Strive) Both companies have sophisticated mathematical models that include many different factors (including credit rating, balance sheet size, liquidity etc), and they would not be active in the capital markets if the net benefit was not positive. Ignore the noise. Focus on the fact that another 1,600 BTC was locked away forever. Onwards.

🇺🇸 U.S BANKS IN THE US ARE NOW ALLOWED TO BUY AND SELL BITCOIN YOU ARE NOT BULLISH ENOUGH 🚀

Trump: “I hereby fully authorize the toll free opening of the Strait of Hormuz…Let the oil flow!” A reminder: the Strait of Hormuz was open before Trump’s stupid and costly war. We achieved NOTHING.

Strategy has acquired 1,587 BTC for $100 million to increase our $BTC Reserve to ₿846,842. We have also increased our USD Reserve by $100 million to $1.1 billion. $MSTR $STRC strategy.com/press/strategy-…

Another Orange Star

Next week is going to be a big one for $ASST. Strive will become the first American company ever to pay a daily dividend. The attention this will attract is hard to overstate. Dividend investor communities, FIRE movement followers, income focused YouTubers and social media creators who have never touched Bitcoin in their lives are about to discover $SATA. 13% yield, paid daily. The audience is enormous and they are about to find out this product exists.

BILLIONAIRE PANTERA CEO SAID CHINA IS ABOUT TO BUY 1 MILLION BITCOIN "THERE WILL BE A BTC ARMS RACE"

Starlink connecting schools on remote islands!

In the last 5 weeks, the US Bitcoin ETF's on NET sold 79,284 Bitcoin. @Strategy sold 32 Bitcoin, and accumulated 26,387 in the same horizon. @Strategy was a net buyer of 26,355 Bitcoin, accumulating 33% of the net outflows from the Bitcoin ETF's.

According to Iranian state media, Iran was preparing to attack Israel and only backed down after receiving what it described as “last-minute concessions” from Donald Trump. So much for “unconditional surrender.” Trump folded. What a weak president