正在加载视频...

视频加载失败

加载此视频时出现问题。这可能是由于临时网络问题，或视频可能不可用。

Ivan on Tech won't touch $MSTR. Why? He doesn't understand Saylor's "Bitcoin yield" concept. Bitcoin has no yield -ETH does, Solana does, but not Bitcoin. The rocket diagrams, the complex debt instruments - it all makes him uneasy. He'd rather just stack BTC. Ivan is a simple man

Ivan on Tech 🍳📈💰 Head Trader @ Bullmania

491,487 subscribers

18,024 次观看 • 6 个月前 •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

THE $250k $ETH THESIS "There’s 100x in it." Vivek of Etherealize says Ethereum is better money than Bitcoin. Gold-like, but with staking yield. A call option on money itself. A monetary asset plus the settlement layer for tokenized finance, stablecoins, DeFi, institutions and trillions in RWAs. Gold has no yield. Bitcoin has no native yield. ETH secures the network and earns staking yield. Institutions on $ETH vs $SOL: "To be completely frank, Solana never comes up"

THE $250k $ETH THESIS "There’s 100x in it." Vivek of Etherealize says Ethereum is better money than Bitcoin. Gold-like, but with staking yield. A call option on money itself. A monetary asset plus the settlement layer for tokenized finance, stablecoins, DeFi, institutions and trillions in RWAs. Gold has no yield. Bitcoin has no native yield. ETH secures the network and earns staking yield. Institutions on $ETH vs $SOL: "To be completely frank, Solana never comes up"

SamAlτcoin.eth ☀️

40,077 次观看 • 1 个月前

🔥BITCOIN, STRC, SAYLOR, AND HOW WE WIN🔥 BITCOIN IS THE GOAL. BITCOIN MUST WIN. But global capital does not move through purity tests... it moves through incentives. In this video, I break down Bitcoin, STRC, Saylor, income-seeking capital, and why pragmatic adoption may be how Bitcoin absorbs the legacy financial system over time. If capital is already seeking yield, I would rather see it flow toward Bitcoin than sovereign debt. The printer will print. Capital will seek escape. BITCOIN WINS THROUGH REALITY:

🔥BITCOIN, STRC, SAYLOR, AND HOW WE WIN🔥 BITCOIN IS THE GOAL. BITCOIN MUST WIN. But global capital does not move through purity tests... it moves through incentives. In this video, I break down Bitcoin, STRC, Saylor, income-seeking capital, and why pragmatic adoption may be how Bitcoin absorbs the legacy financial system over time. If capital is already seeking yield, I would rather see it flow toward Bitcoin than sovereign debt. The printer will print. Capital will seek escape. BITCOIN WINS THROUGH REALITY:

Adam Livingston

11,472 次观看 • 1 个月前

The XRP Ledger is a settlement layer for Bitcoin. $1.2 trillion of the hardest asset ever built can reach the XRP Ledger, settling in seconds. Earning up to 14% APR yield on native BTC. Bitcoin has never done any of that, it does now.

The XRP Ledger is a settlement layer for Bitcoin. $1.2 trillion of the hardest asset ever built can reach the XRP Ledger, settling in seconds. Earning up to 14% APR yield on native BTC. Bitcoin has never done any of that, it does now.

Xora Finance

128,404 次观看 • 3 天前

🎙️ THE BLOCKCHAIN HUSTLER: #CoreDAO’s Bold BTC Play No bridges. No wrapping. No custody. Just pure #Bitcoin yield. Nev & Springroll break down how Core DAO 🔶 is leading #DeFi with a hybrid-powered layer for $BTC. Hosted by Ivan Zhelev 📺

🎙️ THE BLOCKCHAIN HUSTLER: #CoreDAO’s Bold BTC Play No bridges. No wrapping. No custody. Just pure #Bitcoin yield. Nev & Springroll break down how Core DAO 🔶 is leading #DeFi with a hybrid-powered layer for $BTC. Hosted by Ivan Zhelev 📺

Blockster

21,167 次观看 • 1 年前

DROPS E6: SatLayer 🟨🧊 : the 4 best ways to earn 10% yield on your Bitcoin! Luke X 🟨 new financial system, on BTC , the CoFounder & CEO of Satlayer, joins us on the 6th episode of DROPS, our series for upcoming founders and projects. We talk about one of the big new narratives: BTC staking, BTC DEFI and how to earn yield on your precious Bitcoin! Timestamps 0:00 Intro 1:04 Welcome to DROPS 1:44 Sleep struggles under stress 2:42 Building Bitcoin’s economic layer 3:30 Bitcoin = best asset 4:48 Crypto vs gold custody 6:33 Kickstarter → crypto journey 8:33 Lessons from first startup 10:56 Is the token the product? 12:38 Why Bitcoin needs utility 15:40 Bitcoin = programmable collateral 20:54 Ethereum = DeFi’s testnet 22:31 Taproot unlocks Bitcoin 23:51 Ordinals = Bitcoin NFTs 26:46 What is Bitcoin DeFi? 30:01 Why bet on Bitcoin DeFi? 32:30 Getting yield on BTC 34:54 Bitcoin liquid staking 36:49 Risks of Bitcoin yield 40:12 Bitcoin staking explained 41:18 What is restaking? 41:48 How slashing works 43:13 4 layers of BTC yield 44:41 What is SatLayer? 49:12 Why the world needs SatLayer 49:55 Building BTC financial tools 50:43 Economic security w/ BTC 51:43 Stablecoins settling on Bitcoin? 52:11 Why not Solana? 54:41 BTC-backed stablecoins 55:11 BTC DeFi in 18 months 56:32 Bitcoin 2030 vision 58:27 SatLayer’s special powers 1:00:02 Bitcoin yield made simple 1:00:53 Closing thoughts

DROPS E6: SatLayer 🟨🧊 : the 4 best ways to earn 10% yield on your Bitcoin! Luke X 🟨 new financial system, on BTC , the CoFounder & CEO of Satlayer, joins us on the 6th episode of DROPS, our series for upcoming founders and projects. We talk about one of the big new narratives: BTC staking, BTC DEFI and how to earn yield on your precious Bitcoin! Timestamps 0:00 Intro 1:04 Welcome to DROPS 1:44 Sleep struggles under stress 2:42 Building Bitcoin’s economic layer 3:30 Bitcoin = best asset 4:48 Crypto vs gold custody 6:33 Kickstarter → crypto journey 8:33 Lessons from first startup 10:56 Is the token the product? 12:38 Why Bitcoin needs utility 15:40 Bitcoin = programmable collateral 20:54 Ethereum = DeFi’s testnet 22:31 Taproot unlocks Bitcoin 23:51 Ordinals = Bitcoin NFTs 26:46 What is Bitcoin DeFi? 30:01 Why bet on Bitcoin DeFi? 32:30 Getting yield on BTC 34:54 Bitcoin liquid staking 36:49 Risks of Bitcoin yield 40:12 Bitcoin staking explained 41:18 What is restaking? 41:48 How slashing works 43:13 4 layers of BTC yield 44:41 What is SatLayer? 49:12 Why the world needs SatLayer 49:55 Building BTC financial tools 50:43 Economic security w/ BTC 51:43 Stablecoins settling on Bitcoin? 52:11 Why not Solana? 54:41 BTC-backed stablecoins 55:11 BTC DeFi in 18 months 56:32 Bitcoin 2030 vision 58:27 SatLayer’s special powers 1:00:02 Bitcoin yield made simple 1:00:53 Closing thoughts

MR SHIFT 🦁

116,875 次观看 • 1 年前

Throwback to last week at @BitcoinConfAsia when 0xkaiserkarel.union walked through why growing a Bitcoin treasury with onchain yield, while maintaining self custody, is the next frontier. The only way to do so is using trustless tech. Union leverages it to earn yield directly on BTC.

Throwback to last week at @BitcoinConfAsia when 0xkaiserkarel.union walked through why growing a Bitcoin treasury with onchain yield, while maintaining self custody, is the next frontier. The only way to do so is using trustless tech. Union leverages it to earn yield directly on BTC.

Union

26,960 次观看 • 11 个月前

ETH TREASURIES ARE NOT BITCOIN TREASURIES SharpLink CFO says it holds 875,000 $ETH, but the real point is bigger than the number. Bitcoin can sit still as digital gold. Ethereum is different. ETH can be staked, used on chain, secure the network and generate yield. That is why this treasury model matters. 🔹 Stablecoins are the first step 🔹 Tokenization is the next wave 🔹 Productive ETH sits underneath it This is not just holding ETH. It is putting ETH to work.

ETH TREASURIES ARE NOT BITCOIN TREASURIES SharpLink CFO says it holds 875,000 $ETH, but the real point is bigger than the number. Bitcoin can sit still as digital gold. Ethereum is different. ETH can be staked, used on chain, secure the network and generate yield. That is why this treasury model matters. 🔹 Stablecoins are the first step 🔹 Tokenization is the next wave 🔹 Productive ETH sits underneath it This is not just holding ETH. It is putting ETH to work.

BMNR Bullz

40,549 次观看 • 1 个月前

Ivan on Tech calls Bitcoin at the 200-week moving average "God-sent." Why? One month after touching it averages 8% gains—more than the S&P does in a year. Six months out? 53%. He sees it as close to free money if you understand risk-reward.

Ivan on Tech calls Bitcoin at the 200-week moving average "God-sent." Why? One month after touching it averages 8% gains—more than the S&P does in a year. Six months out? 53%. He sees it as close to free money if you understand risk-reward.

Ivan on Tech 🍳📈💰 Head Trader @ Bullmania

12,444 次观看 • 6 个月前

$STRC is financializing $BTC using $ETH rails. Paul Barron says Saylor sounds more excited talking about DeFi than Bitcoin 😭 He’s describing a DeFi credit machine, tokenized securities, and yield coins… all running on Ethereum infrastructure. So is the real money $ETH, not $STRC?

$STRC is financializing $BTC using $ETH rails. Paul Barron says Saylor sounds more excited talking about DeFi than Bitcoin 😭 He’s describing a DeFi credit machine, tokenized securities, and yield coins… all running on Ethereum infrastructure. So is the real money $ETH, not $STRC?

SamAlτcoin.eth ☀️

59,330 次观看 • 2 个月前

Mark Newton just reversed his Bitcoin call. He no longer thinks $BTC makes a new low in 2026. Short-term he sees a dip - maybe to the low 70s - but says that should be a buying opportunity. "Bitcoin has taken off like a rocket," clearing the technical level he needed to call the bottom. His conclusion: "Bitcoin probably holds up and does relatively better between now and the fall." FT Mark Newton CMT John Gillen - bitcoinjesus.eth

Mark Newton just reversed his Bitcoin call. He no longer thinks $BTC makes a new low in 2026. Short-term he sees a dip - maybe to the low 70s - but says that should be a buying opportunity. "Bitcoin has taken off like a rocket," clearing the technical level he needed to call the bottom. His conclusion: "Bitcoin probably holds up and does relatively better between now and the fall." FT Mark Newton CMT John Gillen - bitcoinjesus.eth

Milk Road

26,078 次观看 • 2 个月前

I forked Jupiter 's mobile app and plugged in Starknet (Privacy Arc) yield, with the Starkzap SDK. One SDK. No stack changes. No UX fragmentation. From a Solana frontend, I'm now earning 18.6% APR on USDC via Starknet. This is the Starkzap SDK. It plugs DeFi, stablecoins, and Bitcoin yield into literally any app. wdyt kash?

I forked Jupiter 's mobile app and plugged in Starknet (Privacy Arc) yield, with the Starkzap SDK. One SDK. No stack changes. No UX fragmentation. From a Solana frontend, I'm now earning 18.6% APR on USDC via Starknet. This is the Starkzap SDK. It plugs DeFi, stablecoins, and Bitcoin yield into literally any app. wdyt kash?

shielded victor

29,066 次观看 • 4 个月前

Making Sense Of Strategy What is happening with $MSTR? If you’ve been following me on X for any meaningful length of time, you will know that I have been attempting to calibrate people’s expectations of the stock's performance for the best part of 2025. Here I have synthesised all of my thoughts and distilled them into a single video. If you prefer YouTube, you can watch it here: If you prefer written format, continue reading. The first thing we need to understand is what Strategy is and why people invest in it. Strategy At the highest level, Strategy is leveraged Bitcoin. That’s it. Strategy leverages debt to acquire more Bitcoin. Therefore, the main reason you invest in Strategy is because you want to outperform Bitcoin. The only thing better than Bitcoin is more Bitcoin. The second thing we need to understand is mNAV. mNAV Generally speaking for a pure-play Bitcoin Treasury Company like Strategy, mNAV is a reflection of the market's expectation of future Bitcoin Yield. Bitcoin Yield comes with diminishing returns because each additional Bitcoin purchase contributes less to Bitcoin Per Share. Thus, the larger your Bitcoin stack, the harder it becomes to generate Bitcoin Yield and by extension the harder it becomes to outperform Bitcoin. This is why on a Bitcoin Standard, over a long enough time horizon, mNAV trends towards 1 since the maximum amount of Bitcoin you can own is 21M. With all this in mind, why is Strategy trading where it is and why is it trading at such a low mNAV? There are a few reasons. 1. Strategy Is A Different Company In 2025 Firstly, Strategy is a totally different company in 2025 to the one it was in 2020. For context, believe it or not, the company only introduced Bitcoin Yield and Bitcoin Per Share in the July 2024 Q2 Earnings Call and so it was only after that that they began optimising for those metrics. In my view, that is also when Michael Saylor truly started to understand the opportunity that was in front of him, which is why in October 2024 we saw Strategy announce the 21/21 plan which became the catalyst for the parabolic run we saw in November 2024 where $MSTR went on to briefly hit an all-time-high of around $550. Since people are comparing $MSTR this cycle to the $MSTR of last cycle when it briefly traded at an mNAV of over 8x, it is distorting their expectations. Again, Strategy is a totally different company today with a totally different set of dynamics. 2. New Industry Secondly, we need to recognise that the Bitcoin Treasury Company industry is entirely new which means that the market has been forced to learn and adapt in real-time. With Strategy being the first and by far the largest Bitcoin Treasury Company, it has gained a disproportionate amount of attention and as a result it has attracted a disproportionate amount of speculative capital along the way while everyone has been trying to figure out how to value it. Consequently, in my view, the move we saw in November 2024 was an over-correction to the upside — which by the way coincided with Bitcoin’s parabolic run following Donald Trump’s election win — and what we’re now seeing is an over-correction to the downside. 3. Bitcoin Yield Thirdly, as I mentioned at the beginning, Bitcoin Treasury Companies are currently valued based on how much Bitcoin Yield they are expected to generate in the future. At the time of recording, Strategy currently holds precisely 637,460 Bitcoin — that’s over 3% of the total Bitcoin supply — which means that it is much, much harder to generate meaningful Bitcoin Yield, which again is why we’re seeing the mNAV compress. However, there is a caveat here. There is another metric that Strategy have introduced which is Bitcoin $ Gain. Bitcoin $ Gain is defined as the $ value of newly acquired Bitcoin within any period. Strategy — and I don’t blame them — have been attempting to encourage the market to interpret Bitcoin $ Gain as “earnings” and to value the company based on how much earnings it is expected to generate in the future. For full disclosure, I personally dislike Bitcoin $ Gain as a valuation metric. I think framing it as “earnings” is misleading and disingenuous. I understand why it has been introduced because it speaks the language of Wall Street. However, traditional earnings are final. Bitcoin $ Gain is not because it is forever subject to the price of Bitcoin. Therefore, for Bitcoin $ Gain to be embraced by Wall Street, the market must collectively agree that Bitcoin is going up forever. I remain very sceptical of that happening — especially in the short-to-medium term. However, I am also not attached to my beliefs and so if Wall Street does decide to embrace Bitcoin $ Gain as its primary valuation metric, then $MSTR is likely undervalued by a factor of 5-10x. If not, then $MSTR is likely undervalued by a factor of 1-2x. If you’re not content with the latter being the worst case scenario, then the stock probably isn’t for you. 4. Preferred Products Fourthly, the Strategy thesis right now revolves entirely around the success of its preferred products. Remember, Michael Saylor wants Strategy to become the Amazon of the fixed income market. Thus, we’re not talking about a small innovation here — we are talking about completely transforming global finance. This means that the process of generating awareness and educating the market that will ultimately drive demand for these products is going to take years — not months — which is why you need to have a long time-horizon. Presently, the market is completely discounting the success of Strategy’s preferred products. What it’s not factoring in however is that the capital markets are desperate for yield right now. Thus, when — not if — but when, they eventually wake up to Bitcoin, how do you think they’re going to get that yield? Who is going to be the entity that is offering Bitcoin-backed credit instruments at scale? The answer is obviously Strategy, but again, this is a 5-to-10 year and beyond story. So with all that said, if you’re reading this right now, what should you do? Valuing Strategy There are 3 steps you need to take: 1. Firstly, you need to define your time horizon. In other words, how long do you intend on holding the stock for? 2. Secondly, you need to estimate either — depending on your preferred metric — how much Bitcoin Yield or how much Bitcoin $ Gain you expect Strategy to generate during that period and then calculate how much you expect $MSTR to outperform Bitcoin based on those values. 3. Thirdly, ask yourself whether you’d be satisfied with the level of outperformance you have calculated? In other words, is the trade-off worth it? Or would you be better off investing in either spot Bitcoin, an alternative Bitcoin Treasury Company or a Bitcoin ETF. If you’re satisfied with the level of outperformance that you’ve calculated, then $MSTR it probably a good choice of investment for you. If you're not satisfied, then $MSTR is probably a bad choice of investment for you. I personally believe that $MSTR will outperform Bitcoin by a minimum factor of 1-2x over the next 5/10 years and potentially much more if Bitcoin $ Gain becomes the primary metric by which it is valued, but again, I remain sceptical of that happening. Regardless, the best is yet to come.

Making Sense Of Strategy What is happening with $MSTR? If you’ve been following me on X for any meaningful length of time, you will know that I have been attempting to calibrate people’s expectations of the stock's performance for the best part of 2025. Here I have synthesised all of my thoughts and distilled them into a single video. If you prefer YouTube, you can watch it here: If you prefer written format, continue reading. The first thing we need to understand is what Strategy is and why people invest in it. Strategy At the highest level, Strategy is leveraged Bitcoin. That’s it. Strategy leverages debt to acquire more Bitcoin. Therefore, the main reason you invest in Strategy is because you want to outperform Bitcoin. The only thing better than Bitcoin is more Bitcoin. The second thing we need to understand is mNAV. mNAV Generally speaking for a pure-play Bitcoin Treasury Company like Strategy, mNAV is a reflection of the market's expectation of future Bitcoin Yield. Bitcoin Yield comes with diminishing returns because each additional Bitcoin purchase contributes less to Bitcoin Per Share. Thus, the larger your Bitcoin stack, the harder it becomes to generate Bitcoin Yield and by extension the harder it becomes to outperform Bitcoin. This is why on a Bitcoin Standard, over a long enough time horizon, mNAV trends towards 1 since the maximum amount of Bitcoin you can own is 21M. With all this in mind, why is Strategy trading where it is and why is it trading at such a low mNAV? There are a few reasons. 1. Strategy Is A Different Company In 2025 Firstly, Strategy is a totally different company in 2025 to the one it was in 2020. For context, believe it or not, the company only introduced Bitcoin Yield and Bitcoin Per Share in the July 2024 Q2 Earnings Call and so it was only after that that they began optimising for those metrics. In my view, that is also when Michael Saylor truly started to understand the opportunity that was in front of him, which is why in October 2024 we saw Strategy announce the 21/21 plan which became the catalyst for the parabolic run we saw in November 2024 where $MSTR went on to briefly hit an all-time-high of around $550. Since people are comparing $MSTR this cycle to the $MSTR of last cycle when it briefly traded at an mNAV of over 8x, it is distorting their expectations. Again, Strategy is a totally different company today with a totally different set of dynamics. 2. New Industry Secondly, we need to recognise that the Bitcoin Treasury Company industry is entirely new which means that the market has been forced to learn and adapt in real-time. With Strategy being the first and by far the largest Bitcoin Treasury Company, it has gained a disproportionate amount of attention and as a result it has attracted a disproportionate amount of speculative capital along the way while everyone has been trying to figure out how to value it. Consequently, in my view, the move we saw in November 2024 was an over-correction to the upside — which by the way coincided with Bitcoin’s parabolic run following Donald Trump’s election win — and what we’re now seeing is an over-correction to the downside. 3. Bitcoin Yield Thirdly, as I mentioned at the beginning, Bitcoin Treasury Companies are currently valued based on how much Bitcoin Yield they are expected to generate in the future. At the time of recording, Strategy currently holds precisely 637,460 Bitcoin — that’s over 3% of the total Bitcoin supply — which means that it is much, much harder to generate meaningful Bitcoin Yield, which again is why we’re seeing the mNAV compress. However, there is a caveat here. There is another metric that Strategy have introduced which is Bitcoin $ Gain. Bitcoin $ Gain is defined as the $ value of newly acquired Bitcoin within any period. Strategy — and I don’t blame them — have been attempting to encourage the market to interpret Bitcoin $ Gain as “earnings” and to value the company based on how much earnings it is expected to generate in the future. For full disclosure, I personally dislike Bitcoin $ Gain as a valuation metric. I think framing it as “earnings” is misleading and disingenuous. I understand why it has been introduced because it speaks the language of Wall Street. However, traditional earnings are final. Bitcoin $ Gain is not because it is forever subject to the price of Bitcoin. Therefore, for Bitcoin $ Gain to be embraced by Wall Street, the market must collectively agree that Bitcoin is going up forever. I remain very sceptical of that happening — especially in the short-to-medium term. However, I am also not attached to my beliefs and so if Wall Street does decide to embrace Bitcoin $ Gain as its primary valuation metric, then $MSTR is likely undervalued by a factor of 5-10x. If not, then $MSTR is likely undervalued by a factor of 1-2x. If you’re not content with the latter being the worst case scenario, then the stock probably isn’t for you. 4. Preferred Products Fourthly, the Strategy thesis right now revolves entirely around the success of its preferred products. Remember, Michael Saylor wants Strategy to become the Amazon of the fixed income market. Thus, we’re not talking about a small innovation here — we are talking about completely transforming global finance. This means that the process of generating awareness and educating the market that will ultimately drive demand for these products is going to take years — not months — which is why you need to have a long time-horizon. Presently, the market is completely discounting the success of Strategy’s preferred products. What it’s not factoring in however is that the capital markets are desperate for yield right now. Thus, when — not if — but when, they eventually wake up to Bitcoin, how do you think they’re going to get that yield? Who is going to be the entity that is offering Bitcoin-backed credit instruments at scale? The answer is obviously Strategy, but again, this is a 5-to-10 year and beyond story. So with all that said, if you’re reading this right now, what should you do? Valuing Strategy There are 3 steps you need to take: 1. Firstly, you need to define your time horizon. In other words, how long do you intend on holding the stock for? 2. Secondly, you need to estimate either — depending on your preferred metric — how much Bitcoin Yield or how much Bitcoin $ Gain you expect Strategy to generate during that period and then calculate how much you expect $MSTR to outperform Bitcoin based on those values. 3. Thirdly, ask yourself whether you’d be satisfied with the level of outperformance you have calculated? In other words, is the trade-off worth it? Or would you be better off investing in either spot Bitcoin, an alternative Bitcoin Treasury Company or a Bitcoin ETF. If you’re satisfied with the level of outperformance that you’ve calculated, then $MSTR it probably a good choice of investment for you. If you're not satisfied, then $MSTR is probably a bad choice of investment for you. I personally believe that $MSTR will outperform Bitcoin by a minimum factor of 1-2x over the next 5/10 years and potentially much more if Bitcoin $ Gain becomes the primary metric by which it is valued, but again, I remain sceptical of that happening. Regardless, the best is yet to come.

Chris Millas

36,835 次观看 • 10 个月前

🚀Bitlayer Summer Launch 2025 | Episode 2 “The Tech Blueprint for Bitcoin DeFi” In this episode, our co-founders @CharlieHusats & Kevin He unveil: 🔹BitVM Bridge – the new generation bitcoin trust-minimized bridge solution 🔹YBTC – 1:1 BTC-backed DeFi asset, programmable & yield bearing 🔹Bitlayer V2 – Bitcoin rollup with L1 finality, Sub-Second Finality & Escape Hatch 🔹Bitlayer V3 – High-performance execution layer for trading, AI, gaming & more From security to scalability to speed, Bitlayer is building the full-stack for Bitcoin DeFi. This isn’t just tech—it’s a new standard.

🚀Bitlayer Summer Launch 2025 | Episode 2 “The Tech Blueprint for Bitcoin DeFi” In this episode, our co-founders @CharlieHusats & Kevin He unveil: 🔹BitVM Bridge – the new generation bitcoin trust-minimized bridge solution 🔹YBTC – 1:1 BTC-backed DeFi asset, programmable & yield bearing 🔹Bitlayer V2 – Bitcoin rollup with L1 finality, Sub-Second Finality & Escape Hatch 🔹Bitlayer V3 – High-performance execution layer for trading, AI, gaming & more From security to scalability to speed, Bitlayer is building the full-stack for Bitcoin DeFi. This isn’t just tech—it’s a new standard.

Bitlayer

220,861 次观看 • 1 年前

🔥I BOUGHT MORE MSTR BECAUSE THE MATH IS INSANE!🔥 In this video, I expose why Strategy (MSTR) is the most undervalued Bitcoin superweapon in the market. And why Wall Street still thinks it’s a Bitcoin ETF with a gambling problem. While your financial advisor is feeding your retirement into a 60/40 woodchipper, Saylor is out here issuing STRC like it’s methadone for bond managers. 11% yield, monthly payouts, and they don’t even realize they’re buying him more Bitcoin on your behalf. STRC is the fixed-income trojan horse. MSTR is the orange citadel it funds. I break down the STRC flywheel, the 5% mNAV premium arbitrage, the recursive BTC-per-share compounding mechanism, and how MSTR can grow your Bitcoin stack by 17%, 34%, or even 51% this year alone... WITHOUT A SINGLE DOLLAR OF NEW DILUTION! THIS IS THE ORANGE SINGULARITY:

🔥I BOUGHT MORE MSTR BECAUSE THE MATH IS INSANE!🔥 In this video, I expose why Strategy (MSTR) is the most undervalued Bitcoin superweapon in the market. And why Wall Street still thinks it’s a Bitcoin ETF with a gambling problem. While your financial advisor is feeding your retirement into a 60/40 woodchipper, Saylor is out here issuing STRC like it’s methadone for bond managers. 11% yield, monthly payouts, and they don’t even realize they’re buying him more Bitcoin on your behalf. STRC is the fixed-income trojan horse. MSTR is the orange citadel it funds. I break down the STRC flywheel, the 5% mNAV premium arbitrage, the recursive BTC-per-share compounding mechanism, and how MSTR can grow your Bitcoin stack by 17%, 34%, or even 51% this year alone... WITHOUT A SINGLE DOLLAR OF NEW DILUTION! THIS IS THE ORANGE SINGULARITY:

Adam Livingston

31,581 次观看 • 6 个月前

If #Bitcoin goes to zero when the founder shows up, why didn't Apple collapse when Steve Jobs died ? That's the whole point of a decentralized system: it doesn't need its founder. Does Dan Pena not know this, or is he just farming clicks ? If Satoshi came back, the first thing he'd do is block Dan Pena. $BTC is code, not gossip.

If #Bitcoin goes to zero when the founder shows up, why didn't Apple collapse when Steve Jobs died ? That's the whole point of a decentralized system: it doesn't need its founder. Does Dan Pena not know this, or is he just farming clicks ? If Satoshi came back, the first thing he'd do is block Dan Pena. $BTC is code, not gossip.

ᴄʀʏᴘᴛᴏ xʟᴀʀɢᴇ

30,750 次观看 • 1 个月前

Leading Bitcoin thinker Bob Bodily, PhD 👋 | #BTC #ETH #ICP 🧙🏽‍♂️ kicked off the Bitcoin Economy Conference with a short but dense keynote summarizing the key developments in Bitcoin scaling over the past few years. Ordinals, BRC20s, opcodes, BitVM2, L2s, sidechains - this is the must-listen overview that makes it all make sense 🤝 Also available on YouTube:

Leading Bitcoin thinker Bob Bodily, PhD 👋 | #BTC #ETH #ICP 🧙🏽‍♂️ kicked off the Bitcoin Economy Conference with a short but dense keynote summarizing the key developments in Bitcoin scaling over the past few years. Ordinals, BRC20s, opcodes, BitVM2, L2s, sidechains - this is the must-listen overview that makes it all make sense 🤝 Also available on YouTube:

House of ZK

12,926 次观看 • 1 年前

A discussion between Bob Dewey, Phong Le, and me on why Bitcoin Treasury Companies exist, what the first real stress test for Digital Credit taught us, and the opportunity ahead for Bitcoin-backed financial innovation. TIMESTAMPS 0:04 - Why Bitcoin Treasury Companies Exist 7:22 - Financial Engineering Vs. Financial Innovation 14:24 - What Makes Bitcoin Treasury Companies Durable 18:42 - Does Bitcoin Need Treasury Companies? 22:20 - Addressing Bitcoin Treasury Company Criticism 26:46 - Growing Demand For Bitcoin-Backed Products 30:11 - What Has Surprised The CEOs Most 36:06 - The Evolution Of Digital Credit Products 45:10 - Lessons From The First Market Stress Test 53:10 - Bitcoin Market Depth And Liquidity 55:21 - Why Selling Bitcoin Is Not A Contradiction 1:03:37 - The Future Of Bitcoin Treasury Companies $MSTR $ASST $STRC $SATA $BTC

A discussion between Bob Dewey, Phong Le, and me on why Bitcoin Treasury Companies exist, what the first real stress test for Digital Credit taught us, and the opportunity ahead for Bitcoin-backed financial innovation. TIMESTAMPS 0:04 - Why Bitcoin Treasury Companies Exist 7:22 - Financial Engineering Vs. Financial Innovation 14:24 - What Makes Bitcoin Treasury Companies Durable 18:42 - Does Bitcoin Need Treasury Companies? 22:20 - Addressing Bitcoin Treasury Company Criticism 26:46 - Growing Demand For Bitcoin-Backed Products 30:11 - What Has Surprised The CEOs Most 36:06 - The Evolution Of Digital Credit Products 45:10 - Lessons From The First Market Stress Test 53:10 - Bitcoin Market Depth And Liquidity 55:21 - Why Selling Bitcoin Is Not A Contradiction 1:03:37 - The Future Of Bitcoin Treasury Companies $MSTR $ASST $STRC $SATA $BTC

Matt Cole

102,688 次观看 • 23 天前

Owning MSTR means owning whatever is left after every other claim gets paid, which is not the same as owning Bitcoin "Financial engineering does not eliminate the need for cash flow, it rearranges claims on future capital. Strategy will survive precisely because it is Strategy. That does not mean its model was broadly repeatable" "When you own Bitcoin directly, you own Bitcoin. There's no management team, preferred dividend, convertible debt or senior shareholders standing between you and the asset" "When you own common stock at a treasury company, you own the residual value remaining after the company satisfies every claim ahead of you. That residual can be extremely valuable, but it is not Bitcoin"

Owning MSTR means owning whatever is left after every other claim gets paid, which is not the same as owning Bitcoin "Financial engineering does not eliminate the need for cash flow, it rearranges claims on future capital. Strategy will survive precisely because it is Strategy. That does not mean its model was broadly repeatable" "When you own Bitcoin directly, you own Bitcoin. There's no management team, preferred dividend, convertible debt or senior shareholders standing between you and the asset" "When you own common stock at a treasury company, you own the residual value remaining after the company satisfies every claim ahead of you. That residual can be extremely valuable, but it is not Bitcoin"

The Wolf Of All Streets

34,684 次观看 • 2 天前

🚨 BREAKING BITCOIN JUST SUFFERED THE FIRST QUANTUM ATTACK! A HACKER HAS CRACKED A 15-BIT PRIVATE KEY USING PUBLICLY AVAILABLE QUANTUM COMPUTER. MORE THAN 30% OF ALL BITCOIN SUPPLY (6.9M BTC) IS NOW EXPOSED TO THE ATTACK. THIS DOES NOT LOOK GOOD FOR CRYPTO...

🚨 BREAKING BITCOIN JUST SUFFERED THE FIRST QUANTUM ATTACK! A HACKER HAS CRACKED A 15-BIT PRIVATE KEY USING PUBLICLY AVAILABLE QUANTUM COMPUTER. MORE THAN 30% OF ALL BITCOIN SUPPLY (6.9M BTC) IS NOW EXPOSED TO THE ATTACK. THIS DOES NOT LOOK GOOD FOR CRYPTO...

0xNobler

1,378,898 次观看 • 3 个月前

🔥STRK: THE BEST VALUE IN BITCOIN - GET PAID TO WAIT TO GET RICH?!?🔥 Everyone is staring at STRC for the yield and STRF for the seniority, while STRK is sitting in the corner like a chemically enhanced preferred stock with a concealed MSTR call option taped under its trench coat. In this video, I break down why STRK might be one of the most slept-on securities in the Strategy capital stack, how its yield compares to STRC and STRF, and why the conversion option could become absurdly valuable if Strategy keeps compounding Bitcoin exposure per share. STRC is income. STRF is senior income. STRK might be income with a Saylor-powered moon launcher attached. Not financial advice. I am just a man watching the fiat retirement complex get folded into a Bitcoin meat grinder:

🔥STRK: THE BEST VALUE IN BITCOIN - GET PAID TO WAIT TO GET RICH?!?🔥 Everyone is staring at STRC for the yield and STRF for the seniority, while STRK is sitting in the corner like a chemically enhanced preferred stock with a concealed MSTR call option taped under its trench coat. In this video, I break down why STRK might be one of the most slept-on securities in the Strategy capital stack, how its yield compares to STRC and STRF, and why the conversion option could become absurdly valuable if Strategy keeps compounding Bitcoin exposure per share. STRC is income. STRF is senior income. STRK might be income with a Saylor-powered moon launcher attached. Not financial advice. I am just a man watching the fiat retirement complex get folded into a Bitcoin meat grinder:

Adam Livingston

23,811 次观看 • 2 个月前