Tyler Rowe
@TylerCompiler • 2,487 subscribers
Bitcoin Treasury Enthusiast. Sat Native. Treasury Orange. Head of Video at https://t.co/GtaDkmvK6z https://t.co/X2mDwW7zI2
Videos
Michael Saylor just made a STATEMENT. Buy #102: $1.28 BILLION deployed in 7 days. 📊 The numbers: - Strategy bought: 17,994 BTC - Miners produced: 3,150 BTC - MSTR captured: 571% of weekly supply 🔥 The flex: Strategy bought as much Bitcoin THIS WEEK as miner RIOT holds in TOTAL. He bought the 7th-largest treasury company's entire balance sheet in a handful of days. 📈 Year-to-date: - Buying 2.2x faster than global mining - Total holdings: 738,731 BTC - Supply vacuum: 36,081 BTC (widest of 2026) Two weeks ago Buy #100 was 592 BTC. This week? Nearly 18,000. Michael Saylor responded. 🟠 Full breakdown 👇 Track every move: BitcoinTreasuries.NET
Tyler Rowe221,476 görüntüleme • 4 ay önce
Michael Saylor just proved something massive. Welcome to the STRETCH Revolution. Buy #103: $1.57 BILLION deployed in 7 days. 📊 The numbers: - Strategy bought: 22,337 BTC - Miners produced: 3,150 BTC - MSTR captured: 709% of weekly supply 💰 STRC trading volumes this week: - Monday: $300M - Tuesday: $435M (record) - Wednesday: $460M (new record) - Thursday: $740M (SHATTERED) - Friday: $300M (post ex-div) $1.18B raised through Stretch ALONE. No other fixed income product trades like this. 🔥 The comparisons: - This week: Bought entire Bullish treasury (6th largest) - YTD 2026: 88,568 BTC = 2x the size of XXI (3rd largest BTCTC) 📈 Year-to-date: - Buying 2.66x faster than global mining - Total holdings: 761,000 BTC - Supply vacuum: 55,268 BTC Back-to-back weeks: 17,994 + 22,337 = 40,331 BTC in 14 days $2.85 BILLION deployed Michael Saylor just created a new capital markets weapon. 🟠 Full breakdown 👇 Track every move: BitcoinTreasuries.NET
Tyler Rowe139,727 görüntüleme • 4 ay önce
![🧵 I just interviewed James Lavish , Strive Director & Managing Partner at the Bitcoin Opportunity Fund. He explained why the U.S. is in a spending trap with no mathematical way out. 📺Full Interview: Find out what it all means for Bitcoin treasury companies. *TIMESTAMPS:* 00:00 Cold Open 01:10 Introduction to James Lavish: Fund Manager, Director & Bitcoiner 08:30 The Role of Management in Bitcoin Treasury Companies like Strive 14:52 Market Dynamics and Bitcoin's Position As A Risk Asset 20:53 Investment Strategies for Bitcoin Treasury Companies 29:48 Macro Economic Insights & Predictions 34:26 The Impact of Treasury Issuance on Bank Reserves 38:13 The Fed's Response to Financial Stress 41:35 Why Yellen Issued On The Short End, Inflation, And DOGE's Failure 44:57 The Challenges of Managing National Debt And The Spending Trap 50:21 Exploring Bitcoin as a Financial Solution Without A Productivity Miracle 56:18 Where To Follow James & His Fund 57:04 Stay Orange 57:18 Outro This is important 👇 The DOGE reality check: "We can't cut spending. Interest payments + defense + entitlements = the entire budget." Even if you zeroed out everything else, you're still running a deficit. James breaks down why fiscal responsibility is mathematically impossible: [44:57] On Bitcoin treasury company management: "Management quality separates winners from losers." James Lavish shares what he looks for when investing in treasury companies - and why Strive's approach caught his attention. What matters beyond just stacking sats: [08:30] The liquidity crisis nobody's watching: Bank reserves are being drained. The RRP is empty. Treasury issuance is creating stress in the system. James walks through the mechanics of why the Fed is approaching a breaking point: [34:26] Why Yellen issued on the short end: The strategy of funding deficits with T-bills instead of long bonds had a purpose - but it's created a new problem. James explains the consequences and why it contributed to DOGE's failure: [41:35] The inevitability of QE: "The Fed doesn't want to restart QE. But the math doesn't work any other way." James shares his timeline for when quantitative easing returns and what signs to watch: [38:13] Can Bitcoin solve this? Without a "productivity miracle," currency debasement is inevitable. James on whether Bitcoin is THE solution or just the best lifeboat: [50:21] Investment strategy for treasury companies: Practical advice on: • Evaluating management quality • What premium levels make sense • How to think about risk in this sector The framework from someone actually deploying capital: [l20:53] The macro picture: James shares predictions on: • Where markets are heading • Why inflation persists • How "the debasement trade" became Wall Street's answer • What this means for Bitcoin adoption Full macro breakdown: [29:48] Bottom line from James Lavish: The spending trap is real. QE is coming. The debasement trade is Wall Street's acknowledgment that the dollar's purchasing power will decline. Bitcoin isn't just an investment, it's a response to mathematical inevitability. This is one of the clearest explanations of why macro matters for Bitcoin that I've heard. Follow James Lavish for macro + Bitcoin insights Follow Tyler Rowe for treasury company analysis STAY ORANGE 🟠](https://image.24vids.com/tw-1981778333429096676/amplify_video_thumb/1981776230354395136/img/d6fRvs50CDVx6cig.jpg)
🧵 I just interviewed James Lavish , Strive Director & Managing Partner at the Bitcoin Opportunity Fund. He explained why the U.S. is in a spending trap with no mathematical way out. 📺Full Interview: Find out what it all means for Bitcoin treasury companies. *TIMESTAMPS:* 00:00 Cold Open 01:10 Introduction to James Lavish: Fund Manager, Director & Bitcoiner 08:30 The Role of Management in Bitcoin Treasury Companies like Strive 14:52 Market Dynamics and Bitcoin's Position As A Risk Asset 20:53 Investment Strategies for Bitcoin Treasury Companies 29:48 Macro Economic Insights & Predictions 34:26 The Impact of Treasury Issuance on Bank Reserves 38:13 The Fed's Response to Financial Stress 41:35 Why Yellen Issued On The Short End, Inflation, And DOGE's Failure 44:57 The Challenges of Managing National Debt And The Spending Trap 50:21 Exploring Bitcoin as a Financial Solution Without A Productivity Miracle 56:18 Where To Follow James & His Fund 57:04 Stay Orange 57:18 Outro This is important 👇 The DOGE reality check: "We can't cut spending. Interest payments + defense + entitlements = the entire budget." Even if you zeroed out everything else, you're still running a deficit. James breaks down why fiscal responsibility is mathematically impossible: [44:57] On Bitcoin treasury company management: "Management quality separates winners from losers." James Lavish shares what he looks for when investing in treasury companies - and why Strive's approach caught his attention. What matters beyond just stacking sats: [08:30] The liquidity crisis nobody's watching: Bank reserves are being drained. The RRP is empty. Treasury issuance is creating stress in the system. James walks through the mechanics of why the Fed is approaching a breaking point: [34:26] Why Yellen issued on the short end: The strategy of funding deficits with T-bills instead of long bonds had a purpose - but it's created a new problem. James explains the consequences and why it contributed to DOGE's failure: [41:35] The inevitability of QE: "The Fed doesn't want to restart QE. But the math doesn't work any other way." James shares his timeline for when quantitative easing returns and what signs to watch: [38:13] Can Bitcoin solve this? Without a "productivity miracle," currency debasement is inevitable. James on whether Bitcoin is THE solution or just the best lifeboat: [50:21] Investment strategy for treasury companies: Practical advice on: • Evaluating management quality • What premium levels make sense • How to think about risk in this sector The framework from someone actually deploying capital: [l20:53] The macro picture: James shares predictions on: • Where markets are heading • Why inflation persists • How "the debasement trade" became Wall Street's answer • What this means for Bitcoin adoption Full macro breakdown: [29:48] Bottom line from James Lavish: The spending trap is real. QE is coming. The debasement trade is Wall Street's acknowledgment that the dollar's purchasing power will decline. Bitcoin isn't just an investment, it's a response to mathematical inevitability. This is one of the clearest explanations of why macro matters for Bitcoin that I've heard. Follow James Lavish for macro + Bitcoin insights Follow Tyler Rowe for treasury company analysis STAY ORANGE 🟠
Tyler Rowe125,509 görüntüleme • 8 ay önce
Strategy just filed $42,000,000,000 in new ATM capacity in a single morning. $21B $MSTR. $21B $STRC. Oh, and they bought some more Bitcoin too.🟠 Saylor & Co are NOT slowing down. They're polishing the crown jewel: $STRC. The buy is the headline. The ATM is the story.
Tyler Rowe39,068 görüntüleme • 3 ay önce
🇨🇭 A Swiss Bitcoin Treasury built with Adam Back is about to attack 600 BILLION in zero-yield Swiss fixed income. "Bitcoin treasuries are the release valve of the fiat Ponzi" -Richard Byworth ∞/21M 📺Full interview: The Chairman of Future & ex-Nomura trader reveals why Switzerland is the PERFECT market for Bitcoin credit: THE SETUP: Swiss 10-year government bonds: 12 basis points Swiss National Bank: Zero rates (going negative again) 600B seeking yield in Swiss francs Future can offer 3-5% Bitcoin-backed credit. "Imagine locking up money for 10 years to get 12 basis points. It's insanity." BREAKTHROUGH FRAMEWORK: "A Bitcoin treasury is a hedge fund sitting on top of an ETF" This is THE analogy that makes traditional finance understand. Richard spent 3 hours at dinner with Adam Back that led to founding & designing products for Future. Now they're launching with a team / board including: Adam Back, co-founder Julian Liniger, CEO of Relai 🇨🇭 Sebastien Hess , serial entrepreneur Vijay Selvam , Attorney, Author, ex-Goldman Teana Baker-Taylor , founder, @SYZCAP , Hedge Fund Partner at Syz Capital Ex-Citadel credit traders CONTROVERSIAL TAKE: "If you can buy Bitcoin at a 20% discount, you should SELL Bitcoin to buy back your shares" H100 trading at 20% below NAV? That's buying Bitcoin at a discount. Religious zealotry around "never sell" is killing shareholder value. He breaks down: ✅ Why Saylor's €620M Stream IPO was genius (waking up institutional Europe) ✅ Metaplanet's put underwriting strategy (generate free Bitcoin premium) ✅ Why family offices understand Bitcoin better than hedge funds ✅ The coming JP Morgan rebellion against treasury companies Best line: "You would never lend money at zero in a real market. The market is being manipulated." Switzerland has negative rates coming. Future is positioned to capture the wave. Follow: Richard Byworth ∞/21M Future: Future STAY ORANGE 🟠
Tyler Rowe24,043 görüntüleme • 7 ay önce
Daha fazla içerik yok.