TyMoTrilla

@WallStreetApes The experience of having to order ahead of time so your not standing there like an idiot waiting 15 min for a cup of coffee?

Starbucks CEO defends a cup of coffee costing $9 He says the customers needs to just not think about it as a $9 cup of coffee, you’re paying for the “experience” of getting a Starbucks coffee “In some cases a $9 experience does feel like you're splurging, and then what that means is we have to make it worthwhile.” He says Starbucks customers “want to have a special experience and regardless of what your income level is, in some cases, a $9 experience does feel like you're splurging — well, this is a really affordable premium experience” How out of touch could a person possibly be…

@Thesecretinves2 What would that conference like islf we never got the dip last October and we were sitting around 175k-200k. I think the message would have been more about the original ethos of btc and self custody

I was at the Bitcoin conference the last 2 days… and if I’m honest, it didn’t feel like a Bitcoin event at times. It felt like a crypto / TradFi crossover. That might sound subtle, but it’s a big difference to me There was a lot of talk about: • Public companies • Capital raising • Lending products • Institutional flows All interesting. All relevant. But… is that really Bitcoin? Because Bitcoin, at its core, isn’t about financial engineering. It’s about opting out. Bitcoin was born out of distrust in the existing system. A response to bailouts, debasement, and central control. Not to be repackaged back into the same system it was designed to replace. The message used to be simple: • Buy Bitcoin • Take custody • Hold long term No counterparty risk. No middlemen. No games. Not your keys.... Now it feels like we’re drifting toward: • “Exposure” instead of ownership • Custodians instead of self custody • Yield products instead of sovereignty And that shift matters. Because once you introduce leverage, lending, and layers of abstraction… You reintroduce the very risks Bitcoin was meant to remove. Maybe this is just the natural cycle. As Bitcoin grows, institutions arrive. And with them comes complexity, products, and profit motives. But somewhere along the way, it feels like the signal is getting lost in the noise. Bitcoin isn’t just another asset class. It’s a completely different system. I’m not anti innovation. And I’m not anti business. Of course im not. But I do think it’s worth asking: Are we building on Bitcoin… or rebuilding the old system around it? Because if we’re not careful, we end up with: A decentralised asset… wrapped in centralised risk. Maybe I’m wrong. Maybe this is just part of adoption. But it definitely felt like something had shifted. Curious to hear from others who were there… Did it feel like a Bitcoin conference to you?

@ByteSideQuest We haven't had a burger in a while so we hungry bro!

The $XXI nothing burger in question. Twenty One will have one of the largest Bitcoin backed lenders and brokerages, plus 5% of the entire Bitcoin mining industry. Meanwhile $MSTR is borrowing at 11.5% and calling it their "iPhone moment" lol

@elkrun21 Cry me a river please

THE TETHER COMPANY Sad to hear Jack. Another "hero" slain. This one kinda hurts tbh. Doesn't matter. Have fun competing against THE BITCOIN PLEBS.

@BarbellFi link?

The latest salary data was released Here is the median salary by age: 20-24: $41k 25-34: $60k 35-44: $72k 45-54: $72k 55-64: $69k Over 65: $62k Making $100k/year is still a flex 😳

@SimonDixonTwitt I bought more $XXi and DCA'd on @Strike. This is great news! Congrats JM and team!

People clapping like seals at a Bitcoin conference while a Cantor Fitzgerald constructed, Epstein-class Wall Street wrapper loads up Tether-collateralized debt into a Bitcoin treasury company. This is a securitized exit, designed to margin-call you the moment the financial-industrial complex moves Bitcoin against the $2.1 billion in leverage. Once you go public and rely on debt, you don’t run your company, the financial industrial complex do. You don’t leave the mafia. You become a FIC asset. It’s not personal. Its architecture. As I said would happen.

The one thing that Saylor will never have is proof of reserves. See you over in the upper right part of the grid $XXI

BULLISH📈 youtu.be/dEsSHoHZRH0?si…

@DividendBreeder I forgo any % over match of the 401k company and use the extra to stack sats in strike. Daily cost average.

My company 401K match starts in May after 6 months of service. It’s a 4% match, which seems pretty standard. I currently contribute 10% but when the match kicks in I’m going to pull back to 8% and still have an increase in total contribution when the 4% match is added.

@ElektronEnergy Where do you guys mine Bitcoin? What type of miners do you guys use?

Exciting times ahead for Elektron. We keep building.

Tether Investments Proposes Merger Plans at Twenty-One Capital to Accelerate its Strategic Direction Read more: tether.io/news/tether-in…

Finally!

@_Adrian @saylor @Strategy Nah bro the mstr crowd needs to chill out. Way over blown

@tbone8ty @saylor @Strategy The head of a company should be more accurate with his statements. Plus he has a history of taking shots at @Strategy, I don't buy his "genuine" respect schick.

Comments like this from someone like Jack Mallers are quite frustrating. @saylor | @Strategy could issue another 0% convert tomorrow. There was never and has never been any sign of exhaustion for converts and the market kept buying the embedded call option on $MSTR because of the volatility. They aren't issuing 10% + on $STRC because they don't have market interest in converts. Saylor is targeting a yield starved cohort to fund buying $BTC. It's really that simple. Strategy pivoted toward perpetual preferreds like $STRC because the true economic cost of the Bonds isn’t the coupon, it’s the constant short pressure from convert arb hedging and the related dynamics it creates with DEX | GEX. Convert arb funds buy the bonds, long the cheap vol | equity option & then delta-hedge by shorting $MSTR proportional to the bond’s delta. The converts are long gamma (convexity) making the hedge dynamic. So if $MSTR rises, the delta increases, the bond holders arb by shorting more stock to stay neutral. If $MSTR falls, the delta decreases, so they cover their shorts. This creates persistent short interest (at times 45% of MSTR’s short interest is directly tied to convert arb) with constant sell on strength | buy on weakness activity that acts as a drag on upside moves while adding liquidity on dips. This is gamma scalping | vol arbitrage at its finest; the coupon itself is almost irrelevant in this light. The Prefs sidestep this reality because they are not convertible into common & don’t create the same delta | gamma hedge pressure. Individuals running a $BTC Treasury Company should know this...

The knee-jerk reaction to Jack’s comment is exactly what’s wrong with this community. You can disagree and debate all you want, but villainizing someone who has supported bitcoin adoption for a decade because he has a different perspective on lending leaves me scratching my head. I maintain that Saylor has been a net positive for bitcoin, and I have held $MSTR since 2023. That said, it is alarming to see how many people treat Saylor like an infallible God. He is a big boy who can defend himself. If he feels Jack’s statement is out of line, I’m sure he’ll address it. Many of you have become emotional about your investment. It’s time to touch grass.

@TheSamsPodcast And you are?

Mallors is a spoiled brat

@AAStack @Strike @River Your a moron, come in really?

Just Pause my Daily DCA with @Strike and activated my Daily DCA with @River. Why? Because words have power. Chose them wisely

@mikewmunz Strike is the best Bitcoin platform. Period. It has made so much progress over the past few months It is the bank account now. What has strike backtracked on again? Look at all these strategy minions coming out of the wood work with their panties in a bunch.

I like Jack. He’s one of the most hard nosed Bitcoiners out there. He’s done a lot of great things But This take is extremely disingenuous mainly because he’s salty that XXI has done absolutely nothing. Strike has backtracked their mission of making a universal Bitcoin/Fiat bank account in favor of OTC and trading. Strategy didn’t run out of people willing to lend at 0%. There never was anyone willing to lend at 0%. They ran out of convertible bond buyers because the market is tiny. They went in favor of a market not worth $200 Billion, but $300 Trillion+. 3 orders of magnitude larger. In the end, convertible bond buyers don’t help the equity the way they want them to. It’s great for immediate injection of capital to leverage up on, but doesn’t create sustainable financing into the future that is good for the company. It’s short term thinking. Of all people, Jack should know this. At this point in time, Saylor is running laps around him. Don’t take your saltiness out on him. How about just be better. x.com/BTCtreasuries/…

@SydneyLWatson That would have been 8000 pesos in Mexico

Seen a lot of conversation about how predatory the American medical system is. So I will weigh in. I ended up going to the ER about 2 weeks ago for crippling pain. Turned out to be a ruptured ovarian cyst. I was there for MAYBE 4 hours. My bill? $13,500 dollars. Because I'm uninsured (by choice, that shit is a SCAM), the hospital dropped my bill down to $8,100 and some change as an "uninsured" discount. For starters, $13,500 for a 4 hour hospital visit is insane as it is. But the fact the hospital can wipe $5,000 off the bill "just because" should show you how utterly fucked this system is. And to be clear - $8,000 is still an absolutely insane sum of money when all these people did was scan my stomach and give me some pain killers. On my itemized bill, my CT scan was 7k. The iodine they used was $900. Just being in the ER room alone was $2,500. We phoned the hospital to haggle. They dropped the price by $20. Normal people can't survive this shit. I do okay and $8,000 is still an INSANE chunk of money out of my savings. Anyone who argues this isn't a disgusting, predatory system is crazy. And it is even crazier that Americans accept this. And for those of you who argue this is the free market, I need you to be quiet. There can never be a true free market here when government and insurance have their creepy little fingers in this pie. People shouldn't go bankrupt trying to pay medical bills. This has to change.