Ian Ash

Excited to announce that the @StayBolted team has released the first edition of its weekly newsletter, The Weekly BOLT. staybolted.beehiiv.com/p/the-weekly-b… The Weekly BOLT exists to bring clarity to the intersection of Bitcoin, macro forces, energy, and market structure. Each week, @halstonvalencia and I will break down signals that persist beyond the news cycle and help frame where Bitcoin fits as these systems continue to change. If you enjoy a quick read about Bitcoin and traditional markets, we assure you that The Weekly BOLT will be a good addition to your already existing stack. Subscribe on our site: staybolted.com - new issues drop every Monday at 8:30am EST! ⚡

Join us tomorrow, May 5 at 5:00 PM ET for our Q1 2026 Earnings Call. We’ll discuss our Q1 financial results, the continued evolution of Digital Credit, and our capital markets strategy. We will also host a live Q&A, with guests to be announced soon. $MSTR $STRC

Most Bitcoin 2026 conference recaps are either vibes or price targets. The @StayBolted team was on the ground at Bitcoin 2026 in Las Vegas and came back with the actual signal Bitcoin is being pulled into the institutional and sovereign monetary system faster than most people expected. At the same time, the Fed is boxed in. Inflation is back. Oil is unstable. Equity multiples are pretending none of it matters. Hard assets aren't the trade here. Instead they are the portfolio response to a system being reorganized in real time. If you’re not subscribed to the Weekly BOLT, you’re missing one of the more useful reads in Bitcoin and macro right now! 🧡

The problem with this piece is that it treats every buyer who understands the risk of $STRC and still wants income as too stupid to own the instrument That’s not credit analysis it's a Bitcoin purity test So far, BlackRock’s PFF, Fidelity Capital & Income and Virtus PFFA own about $1.5 Billion Most funds require an instrument to have been existence for 3 years before they can take a sizable position But the author suggests "the rational buyer doesn’t exist" Then he lumps DAT common and STRC preferred together like they’re the same instrument Bookmark this and come back in 3 years Very rational and very institutional money will far outpaced retail This piece belongs on a website that tracks how many times people say "$STRC is a ponzi" or "Saylor is doing something illegal" or "$MSTR is going bankrupt"

Digital Credit > 0% Converts Yesterday inaccurate claims were made that Digital Credit issuers like Strategy & Strive could no longer finance Bitcoin buys through 0% converts had to move to Digital Credit at a higher cost of capital. I discuss at 13:27 why this is false. Enjoy!

“Nobody is interested in bitcoin treasury companies” $STRC $SATA

Mainstream media and finance are taking notice of $STRC. A worthwhile read. @Forbes

@HansonHash @TheBitcoinConf Gradually then suddenly….

You are NOT late to Bitcoin.

@Sharp_On_Sats @Swan 

Spent lunch today talking Bitcoin with a few younger guys at the day job There are few things better than seeing men just starting out begin to understand why Bitcoin matters and fold it into their long-term plans @Swan y'all got some good ones incoming The future's bright 🧡

@Sharp_On_Sats Beautiful message Nate. Amen

The Easter season reminds us again that Jesus Christ is truly risen. It also calls us to be his presence to others through kindness, gratitude, encouragement, prayer, and charity. Above all, it calls us to recognize him in the breaking of the bread at every Mass. In the Eucharist, we encounter not just a memory or a symbol, but the living Jesus Christ, risen from the dead, who gives himself to us. This image means a lot to me. It shows Jesus with the two disciples at Emmaus at the very moment they recognize him in the breaking of the bread. It’s from my parish church here in Cleveland. Sometimes we don't realize the impact someone has had on us until the very last moment, or until later when we look back and understand it more clearly. For me, that's part of what makes the story of Emmaus so moving. The disciples didn't fully grasp who was with them until the end, and yet their hearts had already been stirred along the way. May we seek to have that same effect on others. May we humbly ask God to use us to bring others closer to him, even when we may never fully know how he is working through us. And may we receive the grace to recognize him more readily, follow him more faithfully, and bear witness more boldly that he is truly risen.

Bottom line up front from the team at @StayBolted : We can expect more stress in bonds, energy, and equities, and sees Bitcoin and gold as the main beneficiaries if geopolitical escalation and dollar-system fragmentation continue. The six-day ceasefire was a headline event, not a real resolution. US-Iran talks failed, the US escalated with a Hormuz blockade, and the underlying supply and geopolitical shock never went away. Markets briefly priced in peace anyway: stocks rallied, yields fell, oil softened, and gold pulled back. But the move was false and likely to reverse as markets reopen to renewed escalation. On Bitcoin, institutions are still accumulating, sentiment improved during the ceasefire, and Bitcoin is be gaining relevance as a sanctions-resistant settlement asset. For gold and hard assets, short-term volatility doesn't change the larger thesis. Central bank buying, reserve distrust, and France repatriating gold are signs of a weakening US-led monetary order. If you're not subscribed to @StayBolted what are you even doing 🧡

In the last month, Morgan Stanley, Charles Schwab, and Citadel — among the world’s largest wealth managers, broker-dealers, and hedge funds — have announced plans to build Bitcoin capabilities. Probably nothing.

@StayBolted @IanAsh_27 The Weekly BOLT is expanding: more depth, more analysis, more signal. Thank you for growing with us.​​​​​​​​​​​​​​​​ This week’s newsletter is live ⚡️

26 ships transited Hormuz via IRGC-controlled routes paying in yuan. Iran’s parliament is legislating the arrangement permanently. A price gap already exists between yuan-circuit oil and dollar-circuit oil. The petrodollar is being exited. One tanker, one settlement, one treasury sale at a time. The dollar didn’t get dumped. It just stopped getting its texts returned 💔 New Weekly BOLT is live on substack👇 open.substack.com/pub/halstonval…

Probably nothing 👀

Everyone say happy birthday to our cofounder, @IanAsh_27! BOLT wouldn’t be what it is without Ian’s research and vision! and good people like Kyle make the journey even better! 🥳⚡️

Needed the Guardians back like I need oxygen. HAPPY CLEVELAND BASEBALL TO ALL WHO CELEBRATE

Whatever your opinion on Tether, Bitcoiners worldwide need to be aware of the bad actors mentioned by name The theft of the mining business is an established fact The individuals who facilitated the theft are making the rounds on the podcast and speaking circuits

Big congrats to @halstonvalencia and her crew at @StayBolted on the progress they've been making with their media platform focused on Bitcoin and macroeconomics. Love their dashboards that provide timely news, insights, and real time data on Bitcoin, macroeconomics, and geopolitics. There's also a really cool feature called Capital Bridge where you can run scenario analysis and modeling around STRC and other Bitcoin-backed preferred securities. If you haven't yet, check out their website and subscribe to their newsletter to keep up with the latest in Bitcoin and economic news. Links in the comments below. Cheers!

@charlesodeiiii @halstonvalencia @StayBolted Thank you, Charles! Glad you enjoy ⚡️