David Naef

People don't realize that we share Earth with largest animals to ever exist in the history of our planet. Blue whale spotted in the deep waters of the Maldives.

@AltcoinDaily Strange attitude. Not a single word about the U.S. government debt that actually *is* blowing up the economy plus the global financial stability like *right now* 🫤

Senator Warren issues warning about passing crypto CLARITY Act: "When this blows up the economy I hope everybody remembers."

Funny + sad + true 🙈😅

We have an early model of how to charge for CC burn in sub networks. We’re looking at the different use cases to make sure the model scales across models, and if so, we will run it through the tokenomics committee and then roll it out. It’s a top priority, but we want to make sure we get it right.

Der CLARITY Act hat soeben es mit 15 zu 9 Stimmen durch den Bankenausschuss des Senats geschafft. 🇺🇸🔥 Das war eine zentrale Hürde – als nächstes steht die Abstimmung im Senat an, die erfolgreich sein muss, bevor das Krypto-Markstrukturgesetz verabschiedet werden kann. 👀

@Cryptotea Paradise.

This and mysterious source of income

JUST IN: Swiss officials say nuclear plants at Goesgen & Leibstadt can profitably run for the next 80 years.

Eigentlich ist es schon aberwitzig, ich meine überlegt doch Mal… Hier verhandeln die beiden größten Volkswirtschaften der Welt die wirtschaftliche Zukunft der nächsten Jahrzehnte. Halbleiter, KI, Lieferketten, Kapitalflüsse, Marktöffnungen. Und Europa? Sitzt am Katzentisch. Schaut zu wie zwei Großmächte die Spielregeln neu schreiben und hofft darauf dass nachher noch ein paar Krümel übrig bleiben. Europa ist 2026 wirtschaftlich nicht mehr in der Liga in der man Deals dieser Größenordnung mitverhandelt. Das war vielleicht vor zehn Jahren noch anders. Heute nicht mehr. Wieso haben wir uns selber so geschadet? Wie kann das sein?

@TheBTCTherapist AI stocks take the bigger share of risk capital. It‘s never going to get more obvious.

The stock market is absolutely surging with new all time highs again today — why are bitcoin and crypto lagging behind. I haven’t heard a single explanation.

Liebe Follower - herzliche Grüsse aus Zürich vom Dreh unseres ersten #Podcasts gemeinsam mit der #Swissquote - bald hier zu sehen! Freue mich auf Ihre Feedbacks - Neuland für mich! Werde Sie brauchen🙏 - die Zukunft des Vorhabens hängt allein von Ihnen ab😉

Swiss central bank has now 766,000 $MSTR shares.

@YuvalRooz @hypebeasteth @CantonNetwork Bravo! 👏🏼

It wasn't for no reason we titled our podcast "Quadrillions." Crypto numbers are wildly disconnected from where real markets sit. Repo alone processes ~$13T daily. I believe @CantonNetwork will soon do close to 10% of that daily volume, bringing real utility to $CC. Great article by @annairrera. bloomberg.com/news/features/…

Bitcoin went from $400 in 2014 to $90,000 today. That's 225x your money. If you bought $1,000 worth and held (like me), you have $225,000. A trillion dollars of pension fund money just got the green light to buy it. They're 11 years late and they have to enter anyway… Most people have no idea what's happening with bitcoin in 2026. In 2024 the SEC approved spot bitcoin ETFs. BlackRock launched IBIT. Fidelity launched FBTC. Together they pulled in $80 billion in 18 months. Fastest ETF launch in history. But the real money hasn't entered yet. Pension funds. Sovereign wealth. Corporate treasuries. The 2026 rule change just opened the door. State pensions in wisconsin, michigan, and texas have already started buying. Their combined target allocation is 1-3% of $4.5 trillion in assets. That's $45-135 billion of forced buying over the next 18 months. The float of bitcoin actually available for sale is about $400 billion. Pension demand of $45-135 billion = 11-34% of available supply. This is supply shock 101. Same dynamic that took silver from $4 to $50 in 1980. The fastest way to position before the institutional wave is the 4-position bitcoin stack. I bought my first bitcoin in 2017 at $1,200. I now run a stack across 6 account types. Total time: 5 minutes a quarter. Move 1. Pick the 4 positions. IBIT (BlackRock's spot bitcoin ETF, the institutional benchmark). FBTC (Fidelity, cleanest fee structure). Direct bitcoin in self-custody (ledger or trezor hardware wallet). MSTR (MicroStrategy, the leveraged corporate bitcoin proxy). Move 2. Set the allocation. 35% IBIT, 25% FBTC, 25% direct cold storage, 15% MSTR. Move 3. Use dollar-cost averaging. Buy $X every week regardless of price. Stop trying to time the dips. Move 4. Track institutional flows daily at sosovalue. com or coinglass. com. Sustained inflows above $200M a day signal momentum acceleration. Move 5. Quarterly rebalance. 5 minutes. The asymmetry nobody talks about. S&P 500 since 2014: 250%. $50K = $175K today. QQQ since 2014: 410%. $50K = $255K today. Bitcoin since 2014: 22,500%. $50K = $11.25M today. Even a 1% portfolio allocation to bitcoin since 2014 would have outperformed a 100% QQQ portfolio. The asymmetry is built into the asset itself. i run 6 sub-portfolios across 6 account types. The bitcoin sleeve has appreciated 14x since 2017 while i barely look at it. 8,000 of my goat academy students hold bitcoin. Combined exposure: over $2.4B. The 2026 institutional buying wave is just starting. State pension allocations roll out through 2027. Window: 12-24 months. I'll probably regret posting this. Once cnbc starts running daily bitcoin segments, the price runs to $200K and the entry compresses. (your government printed $9 trillion in 2020. your savings lost 23 percent of purchasing power in 4 years. bitcoin tripled. they printed more in 2024. bitcoin doubled. they will print more again. the asset designed to absorb monetary debasement is doing exactly what it was designed to do. nobody told you. they're not going to.) This is my once in a lifetime FREE webinar. I'm walking through the exact 4-position bitcoin stack live. Plus the institutional flow tracker, the sosovalue dashboard, and the cold storage setup checklist. I bought my first bitcoin when it was unfashionable. Most of wall street still calls it speculation. They're going to be wrong twice. Limited spots. Link in comments: felixfriends.org/live

I’m sometimes asked why a Bitcoin Treasury Company should also operate a software business. The two create powerful and unique synergies. I plan to provide more regular updates on Strategy Software, and will start here with a foundational overview. Q1 2026 was the strongest financial quarter in the last decade for our software business. Revenue grew 12%, driven by a 59% growth in cloud revenue. Controllable margin grew 27%, helping fund our Bitcoin operating expenses. Over the last six years, we transformed the software business while simultaneously becoming a Bitcoin Treasury Company. Our 1,500 employees serve more than 3,000 customers, over 500,000 active users, and nearly half of the Fortune 500, including many of the world’s leading banks, healthcare companies, retailers, and government agencies. We’ve been in business since 1989 and public since 1998. We operate in over 25 countries, with employees in nearly every major city worldwide. More than 100,000 employees, partners, and customers have built their careers on Strategy Software, and many have gone on to found and lead software startups and public companies around our Tysons Corner headquarters and across the world. We are listed on the NASDAQ, are a WKSI, file quarterly 10-Qs and annual 10-Ks with the SEC, and are audited by KPMG. We maintain SOC 2 Type 2, ISO 27001, and FedRAMP certifications, and comply with PCI DSS, HIPAA, DPF, and GDPR standards. This directly benefits our Bitcoin Treasury Company. We have world-class software engineers, product managers, customer success teams, cloud and security experts, enterprise sales and consulting professionals, and experienced leaders in operations, finance, legal, and HR. Many employees have been with the company for more than 25 years. No company in the digital asset ecosystem has this depth of institutional experience. Many have noticed the maturity and professionalism of our organization, especially in such an entrepreneurial and innovative industry. This is intentional and highly differentiated. In turn, Bitcoin has accelerated our software business. Our employees are energized by our mission, equity performance, and global community. Our customers have evolved from skeptical to curious to supportive, and are increasingly engaged with our digital asset strategy. We continue to attract and retain exceptional talent and are investing aggressively in AI. Most recently, we built an AI data foundation, branded "Mosaic", that integrates LLMs, hyperscalers, and data warehouses into a single trusted, secure, open platform. It provides a simple, AI-driven semantic layer for enterprise data, with AI Agents as the ultimate end users. Our pace of innovation is accelerating rapidly. Some of our most important software partners include Amazon, Google, Microsoft, Snowflake, and HCL. We are also rebuilding many of our internal processes and systems from the ground up using multiple AI models. Over the next year, I expect we will automate many core workflows and replace much of our internal enterprise software. Our systems and software will become increasingly autonomous, adaptive, self-healing, and self-improving. I’m incredibly proud of our software business. The combination of a Bitcoin Treasury Company and an enterprise software company is uniquely synergistic for both, and foundational to our success.

this year we're launching confidential transactions on sui the entire internet is about to get FREE PAYMENTS WITH PRIVACY, AT SCALE only possible on @SuiNetwork

SUUUUUUUIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII🚀

$STRC is credit engineered for income, stability, liquidity, and principal protection. It is backed by our BTC and USD assets and supported by active treasury operations. We structured it as preferred equity rather than debt to make it more scalable, durable, global, and useful.

I came to the Senate to fight for Wyoming, and that means fighting for American leadership in digital assets. Wyoming has led the way before Washington caught up. Our state proved this industry could be regulated responsibly. Now the Senate must finish the job.