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Joe Burnett, MSBA

@IIICapital • 105,923 subscribers

VP of Bitcoin Strategy @Strive (Nasdaq: $ASST $SATA) Views are my own | Not financial advice

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Most people still do not understand the significance of Digital Credit. It may be the most important inflection point in Bitcoin’s history. Gold-Bitcoin parity ($1.5M BTC) is in play.

Most people still do not understand the significance of Digital Credit. It may be the most important inflection point in Bitcoin’s history. Gold-Bitcoin parity ($1.5M BTC) is in play.

Joe Burnett, MSBA

23,347 Aufrufe • vor 6 Tagen

"I didn't realize that if the average year the money grows at ~10%, and the average return in the S&P 500 is ~9.7%, then all of the value created there is the money printer. That was startling.” - Tad Smith, former finance professor at Stern School of Business

"I didn't realize that if the average year the money grows at ~10%, and the average return in the S&P 500 is ~9.7%, then all of the value created there is the money printer. That was startling.” - Tad Smith, former finance professor at Stern School of Business

Joe Burnett, MSBA

975,080 Aufrufe • vor 1 Jahr

Digital Credit: The New Machine Buying Bitcoin

Digital Credit: The New Machine Buying Bitcoin

Joe Burnett, MSBA

138,522 Aufrufe • vor 2 Monaten

Starting in 2026, the "exit" from Bitcoin isn't Dollars. It's Digital Credit. Wealthy holders rotate BTC → digital credit → spend the yield → issuers buy more BTC. Selling pressure becomes buying pressure. This may be the most bullish setup in Bitcoin's history.

Starting in 2026, the "exit" from Bitcoin isn't Dollars. It's Digital Credit. Wealthy holders rotate BTC → digital credit → spend the yield → issuers buy more BTC. Selling pressure becomes buying pressure. This may be the most bullish setup in Bitcoin's history.

Joe Burnett, MSBA

45,617 Aufrufe • vor 26 Tagen

Gold's total market value is approaching $30 trillion. Bitcoin priced in gold is currently still below its 2021 high. Once gold cools off, capital may begin flowing into bitcoin. And there's only 21,000,000 BTC.

Gold's total market value is approaching $30 trillion. Bitcoin priced in gold is currently still below its 2021 high. Once gold cools off, capital may begin flowing into bitcoin. And there's only 21,000,000 BTC.

Joe Burnett, MSBA

152,970 Aufrufe • vor 7 Monaten

Digital Credit: the bridge between bitcoin and the $300+ trillion fixed income market. h/t Michael Saylor

Digital Credit: the bridge between bitcoin and the $300+ trillion fixed income market. h/t Michael Saylor

Joe Burnett, MSBA

149,899 Aufrufe • vor 7 Monaten

I’m excited to share that I’ve been appointed to Director of Bitcoin Strategy at Semler Scientific ($SMLR). Semler Scientific was the second U.S. public company to adopt a Bitcoin treasury strategy, and now we’re just getting started. With a plan to own at least 10,000 Bitcoin by the end of 2025 and 105,000 Bitcoin by the end of 2027 through accretive equity and debt financings and cash flow from operations, we are determined to build one of the largest corporate Bitcoin treasuries in the world. Grateful to Eric Semler, Renae Cormier, Natalie Brunell ⚡️, and the team for the opportunity. I’m excited for this new beginning. Stay tuned. There’s a lot more to come.

I’m excited to share that I’ve been appointed to Director of Bitcoin Strategy at Semler Scientific ($SMLR). Semler Scientific was the second U.S. public company to adopt a Bitcoin treasury strategy, and now we’re just getting started. With a plan to own at least 10,000 Bitcoin by the end of 2025 and 105,000 Bitcoin by the end of 2027 through accretive equity and debt financings and cash flow from operations, we are determined to build one of the largest corporate Bitcoin treasuries in the world. Grateful to Eric Semler, Renae Cormier, Natalie Brunell ⚡️, and the team for the opportunity. I’m excited for this new beginning. Stay tuned. There’s a lot more to come.

Joe Burnett, MSBA

201,683 Aufrufe • vor 11 Monaten

If you buy 1 bitcoin on an exchange (or buy 1 bitcoin directly to cold storage at Unchained), you're not actually buying 1 bitcoin. You're buying 100,000,000 bitcoins. Values in bitcoin are something called 64-bit integers, where 1 coin is represented within Bitcoin Core, the bitcoin software, as 100,000,000 units. Satoshi didn’t suggest we can name these smaller units something else. He suggested we call it bitcoin. Similar to a stock split. The smallest unit is still called a share of Apple, Amazon, or another company, but previous shareholders might receive 2 shares for 1, 8 shares for 1 or even more. So 1 bitcoin really equals 100,000,000 bitcoins.

If you buy 1 bitcoin on an exchange (or buy 1 bitcoin directly to cold storage at Unchained), you're not actually buying 1 bitcoin. You're buying 100,000,000 bitcoins. Values in bitcoin are something called 64-bit integers, where 1 coin is represented within Bitcoin Core, the bitcoin software, as 100,000,000 units. Satoshi didn’t suggest we can name these smaller units something else. He suggested we call it bitcoin. Similar to a stock split. The smallest unit is still called a share of Apple, Amazon, or another company, but previous shareholders might receive 2 shares for 1, 8 shares for 1 or even more. So 1 bitcoin really equals 100,000,000 bitcoins.

Joe Burnett, MSBA

291,300 Aufrufe • vor 1 Jahr

Why is $MSTR soaring? It’s a bitcoin black hole. 1. Borrow money (convertible notes) to buy bitcoin. 2. If it's a bull market, leveraged bitcoin will trade at a premium (MSTR). 3. Sell new shares at premium and buy more bitcoin. 4. Repeat.

Why is $MSTR soaring? It’s a bitcoin black hole. 1. Borrow money (convertible notes) to buy bitcoin. 2. If it's a bull market, leveraged bitcoin will trade at a premium (MSTR). 3. Sell new shares at premium and buy more bitcoin. 4. Repeat.

Joe Burnett, MSBA

287,189 Aufrufe • vor 1 Jahr

ETH is imploding to zero, collapsing into bitcoin’s black hole.

ETH is imploding to zero, collapsing into bitcoin’s black hole.

Joe Burnett, MSBA

241,282 Aufrufe • vor 1 Jahr

MSTR just issued the largest ATM equity offering in the history of capital markets. We are living through the global monetization of bitcoin.

MSTR just issued the largest ATM equity offering in the history of capital markets. We are living through the global monetization of bitcoin.

Joe Burnett, MSBA

267,909 Aufrufe • vor 1 Jahr

Refinancing the U.S. debt with BitBonds would drop annual interest payments from $1.2T to $340B, saving $850B per year—while simultaneously building a national strategic bitcoin reserve. Win-win. Kekius Maximus, thoughts?

Refinancing the U.S. debt with BitBonds would drop annual interest payments from $1.2T to $340B, saving $850B per year—while simultaneously building a national strategic bitcoin reserve. Win-win. Kekius Maximus, thoughts?

Joe Burnett, MSBA

211,821 Aufrufe • vor 1 Jahr

How much bitcoin do you need to retire in 10 years?

How much bitcoin do you need to retire in 10 years?

Joe Burnett, MSBA

241,893 Aufrufe • vor 1 Jahr

Married and own a home by 30 years old: 1950: 50% 1960: 52% 1970: 48% 1980: 45% 1990: 43% 2000: 35% 2010: 25% 2025: 12% Bitcoin is economic hope for my generation. 🟠

Married and own a home by 30 years old: 1950: 50% 1960: 52% 1970: 48% 1980: 45% 1990: 43% 2000: 35% 2010: 25% 2025: 12% Bitcoin is economic hope for my generation. 🟠

Joe Burnett, MSBA

109,987 Aufrufe • vor 8 Monaten

In May 2022, $MSTR was trading at a fully diluted mNAV of 0.71x. Nobody wanted to hold amplified bitcoin. Over the following years, MSTR increased over 2,000%.

In May 2022, $MSTR was trading at a fully diluted mNAV of 0.71x. Nobody wanted to hold amplified bitcoin. Over the following years, MSTR increased over 2,000%.

Joe Burnett, MSBA

90,775 Aufrufe • vor 6 Monaten

.Michael Saylor's brilliant waterfall analogy will change how you see bitcoin forever.

.Michael Saylor's brilliant waterfall analogy will change how you see bitcoin forever.

Joe Burnett, MSBA

192,991 Aufrufe • vor 1 Jahr

If you hold 10 bitcoin, when can you retire?

If you hold 10 bitcoin, when can you retire?

Joe Burnett, MSBA

185,026 Aufrufe • vor 1 Jahr

If AI makes the global economy 100x more efficient, and humanity becomes 100x more wealthy, where does the new wealth go? Hint: 🟠, something AI cannot create more of.

If AI makes the global economy 100x more efficient, and humanity becomes 100x more wealthy, where does the new wealth go? Hint: 🟠, something AI cannot create more of.

Joe Burnett, MSBA

25,451 Aufrufe • vor 1 Monat

If bitcoin is open source software and the code can be copied, how is it scarce?

If bitcoin is open source software and the code can be copied, how is it scarce?

Joe Burnett, MSBA

148,098 Aufrufe • vor 1 Jahr

Deepseek. Your wealth is melting—buy bitcoin.

Deepseek. Your wealth is melting—buy bitcoin.

Joe Burnett, MSBA

156,853 Aufrufe • vor 1 Jahr