BitcoinCMP

@TaikiMaeda2 @grok can you summarize the video?

Bitcoin: The Beginning of The Most Hated Rally & Breaking the 4 Year Cycle Watch: youtube.com/watch?v=7B-9B8…

@NiceHashMining @MarkoTarman @jmellerud @E2CPartners Clean coin concept seems contradict Bitcoin fungibility key characteristics

"NiceHash isn't just a mining pool - it's a global marketplace for computing power." Our lead Mining Manager @MarkoTarman joined @jmellerud on @E2CPartners podcast to explain how we enable miners to sell hashrate in real-time, much like trading electricity on a grid. What you’ll learn in this episode: ✅ Real-Time Bidding: How buyers compete for your hash rate, often pushing rewards above the standard FPPS rate. ✅ Commoditized Compute: Why hash rate is becoming a fundamental global commodity. ✅ Clean Coins: The growing demand for "Virgin Bitcoin" among institutional players. ✅ AI & Mining: Why the convergence of these two industries is inevitable.

@coinbureau I think seedsigner is the best, pairing with nunckun

🚨 FAKE LEDGER APP ON APPLE STORE WIPES OUT ENTIRE BTC HOLDINGS A fake Ledger Live app on Apple’s Mac App Store just wiped out a user’s life savings. American musician Garrett Dutton lost 5.92 $BTC ($424K) after downloading what looked like the official app and entering his 24-word seed phrase. On-chain investigator ZachXBT traced the stolen Bitcoin exchange deposit addresses and publicly questioned how the app made it through Apple’s gatekeeping. No comment yet from Apple.

@BigpictureBTC @grok check the post math, does this make sense under what assumptions. Also, given the assumption, what is the market cap or price of Bitcoin?

Strategy (MSTR) Preferred Dividend Burn Math. The Bottom Line: At its current growth rate, Strategy will exhaust its $2.25B preferred dividend reserve in 9 to 10 months. If ATM issuance continues compounding at this pace, dividend obligations will hit nearly $700 Billion in 2.5 years. Even if the $MSTR share price skyrockets back to its previous all-time high of $543, the company would still have to dilute common shareholders by nearly 400% just to pay the preferred yields. Here is the exact math using official SEC filings and live corporate dashboards. 1/ The Starting Line Feb 5, 2026: Q4 Earnings 8-K announced a $2.25B USD Reserve (effective Feb 1) to fund "2.5 years" of preferred dividends. Today is April 13, 71 days later. 2/ STRC Variable Burn STRC obligations grow dynamically via ATM issuance. •Feb 1: $3.4B Notional at 11.25% yield = $1,047,945/day. •April 13: $6.357B Notional at 11.50% yield = $2,003,142/day. •71-Day Average Cost: $1,525,543/day. Total STRC burned: $108.31M. 3/ Fixed Preferred Burn Based on Form 424B5 and Q4 filings: •STRE: ~$716.8M USD notional at 10% = $196,383/day. •STRD: $292.4M notional at 10% = $80,109/day. •STRF: $202.6M notional at 10% = $55,506/day. •STRK: $50.0M notional at 8% = $10,958/day. Total Fixed Burn ($342,956/day * 71 days): $24.35M. 4/ Remaining Cash Reserve Starting Reserve: $2,250,000,000 Less STRC Burn: -$108,310,000 Less Fixed Burn: -$24,350,000 Current Reserve: $2,117,340,000 ($2.117B). 5/ Exponential Depletion STRC grew from $3.4B to $6.357B in 71 days (86.9% absolute growth). Compound Monthly Growth Rate (CMGR): (6.357 / 3.4) ^ (30 / 71) - 1 = 30.06% monthly compounding. If 30.06% growth continues, starting with today's $71.36M monthly burn and $2.117B reserve: •Month 1: $71.3M burn ($2.04B left) •Month 4: $144.5M burn ($1.69B left) •Month 7: $305.7M burn ($933M left) •Month 9-10: Reserve exhausted. 6/ Cost to Regain 2.5-Year Runway What is the cost to refill a 30-month reserve? •Static (Stop Issuance): 30 months requires $2.14B. With $2.117B left, the deficit is $23.8M. Requires issuing 183k common shares at $130. •Dynamic (30.06% Growth Continues): The sum of 30 months of compounding dividend obligations is $699.7B ($699.4B STRC + $0.3B Fixed). Deficit: $697.6 Billion. 7/ The Price Target Illusion Strategy bulls will argue that the share price will be much higher by then, making the dilution negligible. Let's run the math on raising that $697.6 Billion deficit against a current float of roughly 333 Million outstanding shares. Here is the exact dilution required to pay the 30-month dividend bill at higher price targets: •At $130/share: 5.36 Billion shares issued (1,609% dilution) •At $200/share: 3.48 Billion shares issued (1,045% dilution) •At $300/share: 2.32 Billion shares issued (696% dilution) •At $400/share: 1.74 Billion shares issued (522% dilution) •At $500/share: 1.39 Billion shares issued (417% dilution) •At $543/share (Previous ATH): 1.28 Billion shares issued (386% dilution) Conclusion: Even in a hyper-bull scenario where MSTR reclaims its previous ATH of $543 per share, maintaining this 30% monthly ATM growth rate requires nearly quadrupling the outstanding share count just to pay the preferred dividends. If ATM issuance halts, Bitcoin accumulation stops. If issuance continues, the math dictates hyper-dilution regardless of the stock price. Unless he starts selling their BTC in which case the narrative and model collapses… It seems a vast majority of MSTR shareholders don’t understand what they’re cheering for. From a common shareholders perspective, $STRC should not be viewed as Digital Credit, but rather Digital Kamikaze….

@saylor @grok show me math behind the claim of 2.05%

Our BTC Breakeven ARR is ~2.05%. If Bitcoin grows faster than that over time, we can cover our dividends indefinitely without issuing new $MSTR shares. Track it in real time on our site. $STRC

@USAFactoryGuy @RobertMSterling @CRPconnect just come across this post , i was also rejected by @mercury recently for a btc mining llc . did you find any bank that offer you a business checking account ?

@RobertMSterling @CRPconnect Mercury wouldn’t allow me to open an account for an American btc mining llc. This sounds promising.

I've been the CFO for several international startups. The hardest part? Getting a US bank account. Believe it or not, it's a nightmare. I just partnered with a fintech company that raised $60M to finally fix this, though—no paperwork or fax machines required. Here's how 👇

@jv_finance @grok how do the cost of production is calculated in this post? Find any sources and references?

Bitcoin has now been near its cost of production for over two months. The last time this happened was at the 2022 bear market bottom.

@AvgJoesCrypto @coinbase Highly recommend @Strike , if you are Bitcoin only. One impressive thing for me is their customers support is quick and helpful.

I have received three separate notifications about College Basketball from @coinbase in the past *hour* alone. It is absurd that, amidst arguably the worst collapse in trust in this industry’s history, the largest American CEX has completely pivoted to trying to get their customer base hooked on sports gambling, so that they can extract even more exorbitant fees. At this point, it is undeniable that Coinbase *is* part of the industry’s problem. I will be ending my Coinbase One subscription and moving my business to new a CEX, any recommendations?

@Barchart @grok does this matter to bank? As long as the don't sell it until maturity. It is all fine? If they need liquidity,they can just borrow or ask Fed to help? In contrast,if this does matter,when do you think bank will fail?

BREAKING 🚨: U.S. Banks U.S. Banks are currently facing unrealized losses of $306 Billion 🤯👀

@LaNativePatriot @grok can you give me log log plot of this chart?

“The Republicans will fix it this time” “The Democrats will fix it this time”

@BitcoinFear How this index is calculated? Is it a objective measurement of market sentiment? @grok

Bitcoin Fear and Greed Index is 10 — Extreme Fear Current price: $68,880

@grok is really the sam as transitional mortgage in terms of down payment and interest? As there are two loan actually, one is back by crypto for down payment and the other is the old mortgage, back by the house. It seem that you just got a better deal with down payment loan, can you dig deeper?

Get your house and keep your crypto. Crypto-backed mortgages are here - increasing access to homeownership for millions of Americans. Buy a home without converting your portfolio by using BTC or USDC as collateral for your down payment. Offered by Better, powered by Coinbase.

@RobinNakamoto @grok I wonder how realty income $O doing. What is it dividends yield now? If it is lower than $STRC, why would people buy $O? Any evidence that $STRC take up the market share of fixed income investors from $O

You can literally drop $1.2M into $STRC and pull in ~$11.5k every month in dividends. Still not sure why more people aren’t doing this 🤷🏻‍♂️ Follow me for more financial advice

@KobeissiLetter @grok why we cannot afford 5% yield?

Absolutely incredible: Minutes after the 10Y Note Yield rose to 4.43%, US officials said peace talks with Iran could come as soon as Thursday. However, yields continue to hold as skepticism over peace talks has grown, with the 10Y Note Yield now at 4.40%. Once again, we cannot afford the 10Y Yield nearing 5%.

Had an interesting conversation with a CPA today. CPA: "You need a lawyer for your LLC mining Bitcoin." Me: "Why?" CPA: "Because you're selling Bitcoin to the public. It's a security. The lawyer can help you register with the SEC." Me: "…" what do you think @PaulAtkinspage ?

@WilsonMining @grok can you list some prominent companies that saying they are Bitcoin focused but yet the charge extra fee for Bitcoin transactions for goods/services

If you're a "Bitcoin company" and won't accept Bitcoin as a payment method or charge an extra fee for Bitcoin payments, then what the hell is your long term plan? If you won't even use it and your business is dependent on Bitcoin becoming widely adopted and used, why would you expect anyone else to actually use it and your business to become successful long term? Put your money where your mouth is and start using it.

@rohanhirani @grok is it more accurate to do inflation adjusted? If so,what is the number?

2018: $65k US debt per citizen 2026: $114k US debt per citizen Got Bitcoin?

@BitcoinMagazine Morgan Stanley has no Bitcoin ETF before?@grok

NEW: Morgan Stanley files new form with the SEC for its spot Bitcoin ETF, revealing the ticker will be MSBT 👀

@Strike Credit card with Bitcoin back?

Shipping products is core to who Strike is and how we show up for our customers. Let's take a look at everything we shipped last week and what to look forward to this week. Lower rates, broader access, and a better experience across the board. Let's run through it 🧵