Brandon

Predictions for 2026: Massive bull market for most risk assets including Bitcoin

Bitcoin’s true believers will be in Las Vegas next month. Are you joining them?

@timevalueofbtc @gold

Bitcoin lost trend in January Stocks lost trend early March GOLD LOSES TREND TODAY

Anyone else just randomly stop and think about how horrible of a movie The Last Jedi was?

@TXMCtrades Just buy back so you can stop being so bearish all the time

Nope

It's called a bubble

@jimcramer *sigh*

Very oversold...

@nickfost_ @bitcoin_bugle @DavidFBailey @LawrenceLepard @inversebrah

@bitcoin_bugle @DavidFBailey @LawrenceLepard Act leik boomer

#MaxiMadness🏀 PODCONF 🧵

@bdmurdock It makes me think my claude is smart

@BranBTC And does that make you feel, smart?

I’ve created a new brain for myself where I just upload all the articles I saved for myself to read and learn later into Claude. So now Claude knows the things I want to learn and implement and I can just make Claude implement them

Alright I’m firing up my quantum computer to see if this works

@MariaPesce_ I feel this deeply 😂

Because of course our product announcement gets leaked bc bitcoiners scanning our TOS updates 😂😂😂😂 I fricken love this industry man

WATCH - Balaji Srinivasan: Investing in the Age of American Anarchy | The Bitcoin Magazine Podcast Episode 4 🟠 @balajis on investing in the age of American anarchy, why Bitcoin is the fire alarm, your location matters more than your portfolio, and the playbook is simple: liquidate, emigrate, accelerate. Hosted by BTC Inc CEO @BranBTC Chapters: 7:00 - Network School: Building New Societies From the Cloud 11:42 - Earn.com Is Coming Back 21:00 - AI Supercharges Tribes But Creates Chaos Outside Them 28:00 - Digital Borders, Physical Borders & the China Firewall 36:00 - America's Freedom Tradition Could Lead to Anarchy 44:00 - Bitcoin as the Seed of a Proposition Nation 52:00 - Why Crypto Civilization Beats Crypto Anarchy 59:00 - The Playbook for Liquidate, Emigrate, Accelerate 1:07:00 - Unleashing Elon, Humanoid Robots & the Future of Network States

@Z06Z07 @VinnyLingham @TheBitcoinConf & @BitcoinMagazine would be happy to host!

@VinnyLingham @BranBTC I’m open for a public debate. Just let me know when.

Bitcoin would need to rise to nearly $180,000 for investors who bought in at MSTR previous all time high to break even on their investment. The MSTR shareholder dilution is not without a real cost. Lesson : If you want, buy BTC, not MSTR. x.com/i/grok/share/c…

@Z06Z07 @VinnyLingham Just casually dropping actual alpha underneath a shitpost lol 🤝

@VinnyLingham Hey Vinny, let's see your calculations. Here's mine. Once you back up your claim, we can discuss.

@JohnCantrell97 @moneydevkit @Cloudflare @lightningdevkit 👀

I’m back. Will be pushing on agentic bitcoin payments and building things agents will actually pay for. First step was getting @moneydevkit working on @Cloudflare. Required building a custom @lightningdevkit node that compiles to wasm to run on cloudflare’s js runtime and take advantage of their tcp, storage, and durable object apis. Source and examples here: github.com/johncantrell97… npm install mdk-cloudflare Just point your agent at the repo and will be able to get it running for you.

@bitrefill Keep strong! You will come back from this even better!!

March 1st incident report On March 1, 2026, Bitrefill was the target of a cyberattack. Based on indicators observed during the investigation - including the modus operandi, the malware used, on-chain tracing and reused IP + email addresses (!) - we find many similarities between this attack and past cyberattacks by the DPRK Lazarus / Bluenoroff group against other companies in the crypto industries. The initial access originated through a compromised employee laptop, from which a legacy credential was exfiltrated. That credential provided access to a snapshot containing production secrets. From there, the attackers were able to escalate their access to our broader infrastructure, including parts of our database and certain cryptocurrency wallets. We first detected the incident after noticing suspicious purchasing patterns with certain suppliers. We realized that our gift card stock and supply lines were being exploited. At the same time we found some of our hot wallets being drained and funds transferred to attacker-controlled wallets. The moment we identified the breach, we took all of our systems offline as part of our containment response. Bitrefill operates a global e-commerce business with dozens of suppliers, thousands of products, and multiple payment methods across many countries. Safely switching all these things off and bringing them back online is not trivial. Since the incident, our team has been working closely with top industry security researchers, incident response specialists, on-chain analysts and law enforcement to understand what happened and how we can prevent it from happening again. A sincere thank you to @zeroshadow_io, @SEAL_Org, @RecoverisTeam and @fearsoff for their rapid response and support throughout this ordeal. What about your data Based on our investigation and our logs we don’t have reason to think that customer data was the target of this breach. There is no evidence that they extracted our entire database, only that the attackers ran a limited number of queries consistent with probing to understand what there was to steal, including cryptocurrency and Bitrefill gift card inventory. Bitrefill was designed to store very little personal data. We are a store, not a crypto service provider. We don’t require mandatory KYC. When a customer chooses to verify their account - e.g. to access higher purchasing tiers or certain products - that data is kept exclusively with our external KYC provider, with no backups in our system. Still, based on database logs, we know that a subset of purchase records was accessed and we want to be transparent about that. Around 18,500 purchase records were accessed by the attackers. Those records contained limited customer information, such as email addresses, crypto payment address, and metadata including IP address. For approximately 1,000 purchases, specific products required customers to provide a name. That information is encrypted in our database. However, since the attackers may have gotten access to the encryption keys, we are treating this data as potentially accessed. Customers in this category have already been notified directly by email. At this time, based on the information currently available, we do not believe customers need to take specific action. As a precaution, we recommend remaining cautious of any unexpected communications related to Bitrefill or crypto. If this assessment changes, we will of course immediately inform those affected. What we are doing We have already significantly improved our cybersecurity practices, but vow to continue to draw learnings from this experience to make sure user and company balances and data remain maximally safe. Specifically we’re: -Continuing thorough cybersecurity reviews and pentests with multiple external experts and implementing recommendations; -Further tightening internal access controls; -Further improving logging and monitoring for faster detection and more effective response; and -Continuing to refine and test our incident response procedures and automated shutdown procedures. The bottom line Getting hit by a sophisticated attack sucks (a lot). We’ve been in business for over 10 years and it’s the first time we’ve been hit this hard. But we survived. Bitrefill was designed to limit the impact if something like this ever happened. Bitrefill remains well funded, has been profitable for several years and will absorb these losses from our operational capital. Almost everything is back to normal: payments, stock, accounts. Sales volumes are also back to normal, and we are eternally thankful to our customers for your continued confidence in us. We will continue to do our best to continue deserving your trust. Thank you!

Breaking down our latest raise. Our single KPI is Bitcoin per share. Every capital decision we make gets measured against that. After our last institutional offering, we heard from shareholders that they wanted us to think differently about how we raise capital. The demand was still clear: more Bitcoin. So here's what we did. Japanese PIPEs typically price at a ~10% discount to market. We sold shares at a 2% premium to market and packaged our equity vol into fixed-strike warrants at a 10% premium. The company gets immediate capital to grow the Bitcoin balance sheet. If the stock goes higher and warrants are exercised, we receive additional capital at a price above today's market. The investors get to express a view on volatility. This isn't zero-sum. Both sides can win. This is the same playbook MSTR pioneered with convertible bonds. A 0% coupon convert was a bond and an embedded call option packaged into one security. The coupon was zero because the embedded option on a levered BTC vehicle was so valuable it replaced the coupon entirely. The bondholder wasn't lending for free. They were paying for vol. Saylor understood this before anyone else in BTC and it unlocked a new paradigm for Bitcoin treasury capital formation. Same principle, different wrapper. We used stock plus warrants instead of converts, so there's no debt, no maturity risk, no overhang, no ongoing dividend or interest payments. The capital structure stays clean with no debt sitting above equity holders, and that's by design. When we issue preferred shares, the balance sheet underneath needs to be pristine. Every Bitcoin we add strengthens that foundation. The bigger the base, the more credible the credit. We are intentionally building this to become the dominant issuer of Bitcoin backed fixed income instruments in Japan. And finally, we run one of the most active BTC derivatives books in the world. Every scenario here has been stress tested and is being managed, including the tail risk on future warrant exercise. We built this company around Bitcoin volatility and BTC Yield. This is what we do. This is permanent capital with no ongoing cost. The proceeds go to Bitcoin. ~$255M now. Up to ~$531M on exercise. March toward 210,000 BTC continues.

Are AI agents about to choose #Bitcoin as their native currency? 🤖₿ @stefixy sat down with @BranBTC , CEO of @_btcinc , to break down the explosive intersection of Bitcoin, Sovereign AI, and the next decade of finance. Key Discussion Points: 📉 Is the bear market finally over? 🌕 Why Gold’s market cap creates a 3x ceiling for BTC 💻 How 1 billion AI agents will transform the economy ⚡ The rise of Layer 2 & the Lightning Network Don’t miss this deep dive into the future of money and the road to @TheBitcoinConf Vegas 2026! 🎰 Watch the full interview here: youtu.be/g1sXi-IDZfU #FinancialFox #Bitcoin #AI #Crypto #Macro #BTCInc #StefaniaBarbaglio @stef_barbaglio

@DzambhalaHODL Like bitclout?

@BranBTC Huge clout

What do i win for nailing the top?