John Fakhoury

If I ever talked to you about buying #bitcoin...that was my way of saying “I love you”.

This is our 40th purchase since we began this journey in July 2025. (Several hundred purchases since 2020 when we began stacking and before bitcoin treasury company was even a thing) 257% BTC yield in 2025. Targeting 30-50% in 2026 0 leverage (yet) Our Bitcoin treasury strategy has been simply to continue to grow our company and store our excess cash/energy into Bitcoin. Steadily buying every chance. Continuously driving returns for our investors both through Bitcoin appreciation and operating company growth. Only up from here 🚀

Claude finally made doge effective @elonmusk

@stackbtc_ @taylorgolonka @stackingsatsinc @kwasi_stackbtc By replying 2-3 weeks ago when the comment was made lol. Good luck friends. Go get em'

@taylorgolonka @PayItForwardDad @stackingsatsinc @kwasi_stackbtc Ok, how do we begin? 😉

Imitation is the sincerest form of flattery @stackbtc_ @stackingsatsinc @kwasi_stackbtc ✊

@RandyMcMillan @PrivateCoSaylor It feels weird lol. Jk I got love for ya too bud

@PayItForwardDad @PrivateCoSaylor I tell you i love you all the time… 🤣

Been in business for 15+ years with @PrivateCoSaylor Not a single dispute. Not even a single argument. Never a single decision or moment where integrity wasn't the default way forward. There were tons of times it seemed days like today were impossible. We built a company that I'm super proud of. It's changed our lives and our family's lives forever. Our original investors are up 12-13x Our most recent investors into @stackingsatsinc from July 2025 are up 3.5-4x in BTC terms. He's the only dude that says "I love you bro" and it doesn't feel weird 🤷🏻‍♂️. I'm lucky beyond comprehension. He's even a bitcoiner to top it off. Now I'm on to our next venture @ARCxAescape while he, Ross and the team keep posting record growth @stackingsatsinc and record growth on our balance sheet/BTC. 🫡🙏🏼

We don't buy as much as @saylor and @MicroStrategy but we buy as consistently -- at every chance. At every price. His first rule was always make sure the operating company is healthy and generating cashflow. ✅ The market fear is our opportunity for more BTC and more yield for our investors. Our 2025 BTC yield =257%. Our 2026 BTC yield tracking for 40-50% We'll be buying more soon...

We don’t need perfect conditions. We need consistency. Added 0.21 BTC, now at 27.11673 BTC. Operate well, allocate responsibly, repeat.

Excited about our latest venture. @ARCxAescape On demand world class massages and world class fitness, wellness spas, and luxury high rises.

Word to the wise. I never fade winners. Even if I have negative opinions of them. I recognize and respect winners and invest in their success.

@accounting Less crypto more bitcoin but def need tax reform. Go get it

We could generate billions in crypto tax revenue from people who want to pay. They’re not hiding. They’re confused and scared of getting crushed for mistakes. 1099-DA Forms are putting the crypto industry in a terrible position: comply perfectly or risk penalties. There’s a solution: a Crypto Voluntary Disclosure Program. Let people come forward, pay tax + a manageable penalty, and move on. In the past, a voluntary disclosure program allowed people to come forward, report their assets, pay a small penalty and tax, and move on. We need the same type of program for the crypto industry. #CryptoTaxes #Crypto #GordonLaw

@stackbtc_ @stackingsatsinc @kwasi_stackbtc Glad to meet you as well! Always good to have like minded folks around.

@PayItForwardDad @stackingsatsinc @kwasi_stackbtc Hello guys, we’d never heard of you but good to be connected.

@taylorgolonka @stackbtc_ @stackingsatsinc @kwasi_stackbtc Stacking logos lol.

@PayItForwardDad @stackbtc_ @stackingsatsinc @kwasi_stackbtc Lots of Stacking going on here.

Different day, same discipline: build a real company, protect downside, and keep stacking responsibly—no matter what the timeline is screaming today. That led to ~250% BTC yield in 25' and forecasting 33% in 2026. No leverage -- just stacking with continued growth.

@VictoriousOne27 @LarryBirdDaily 30 starting forwards in the nba would. Guys you've never heard of would keep him scoreless. It's like using a type writer in 2026

Larry Bird would SMOKE the modern day NBA, agreed? Baron Davis: Who is gonna be matched up against Larry Bird?😅

90% of American businesses still don’t use AI in production. That single number reframes this entire post. An AI startup CEO wrote 5,000 words comparing AI to Covid in February 2020. His argument: he describes what he wants built in plain English, walks away for four hours, comes back to finished software. He says every white-collar job faces the same experience within 1-5 years. Millions of people are sharing it as a wake-up call. The capability trend he’s describing is real. METR, the independent research org measuring AI task completion, shows the length of tasks AI handles autonomously has been doubling roughly every seven months. The models released in early February represent a genuine step change for coding work specifically. If you build software, you’ve felt this. Here’s what the post skips entirely. Anthropic’s own economic research, published with Census Bureau data, shows AI adoption among US firms went from 3.7% in fall 2023 to 9.7% by August 2025. Two years of the fastest capability improvement in computing history, and fewer than one in ten businesses use AI in production. ISG’s 2025 enterprise study found only 31% of AI use cases reached full production. Lucidworks surveyed 1,600 AI leaders and found 71% of organizations have introduced generative AI, but only 6% have implemented agentic AI, the autonomous agent capability this post describes. This tells you everything about where the bottleneck actually sits. It moved from “can AI do this task” to “can our organization deploy it.” That second bottleneck runs on procurement cycles, compliance reviews, data infrastructure buildouts, change management, and institutional trust. None of those compress the way model capabilities do. The pattern repeats throughout technology history. ATMs deployed widely starting in the 1970s. The number of US bank tellers increased until 2007, three full decades later, because ATMs made branches cheaper to operate, which expanded total branch count. Electricity took 30 years to reshape manufacturing after the first power plants went live. Factories had to be physically redesigned around electric motors instead of steam-driven belt systems. The resistance wasn’t technological. It was architectural. What makes this interesting for your career: the deployment gap is the opportunity. The Deloitte 2026 AI report found only 34% of companies are reimagining their business around AI. 83% of AI leaders report major concerns about generative AI implementation, an eightfold increase in two years. The organizational machinery moves at a fraction of the capability speed. The people who gain the most from AI over the next three years aren’t the ones panicking about replacement timelines. They’re the ones who understand that slow enterprise adoption creates a massive window to become the person who actually knows how to use these tools. That window is real and valuable. It exists precisely because adoption is slow, which is the opposite of the premise driving the panic. The capability curve is exponential. The deployment curve is logarithmic. The distance between those two lines is where the actual opportunity lives.

@TeamTrademark Thanks Richard. Hope you're well. Catch up soon?

@PayItForwardDad Go John GO!

Different day, same playbook: build a real company, protect downside, and keep stacking responsibly through noise and volatility. Onward...

Long post warning ⚠️ @stackingsatsinc Different day, same playbook. And if that sounds “boring,” good. Boring is exactly how real companies survive, scale, and win. In a world addicted to dopamine candles, hot takes, and overnight-millionaire fan fiction, we’re choosing something way less flashy and way more durable: build a real operating company, protect downside, allocate capital responsibly, and stack Bitcoin consistently through noise and volatility. That’s it. That’s the strategy. No secret indicator. No “insider alpha.” No pretending macro fear disappears because we posted a meme. No gambling the business on sentiment. Just discipline. A lot of people talk conviction when price is green. Fewer talk about process when price is red. Even fewer actually execute when timelines get uncomfortable. We’re focused on the part that matters: behavior. Because behavior compounds more than opinions ever will. Let me be clear about what conviction means to us: Conviction is not emotional attachment. Conviction is not denial. Conviction is not tweeting louder when the market disagrees. Conviction is risk management plus consistency over time. It’s saying: •We will run a healthy company first. •We will make decisions we can explain to our team, investors, partners, and future selves. •We will stack responsibly, not recklessly. •We will keep showing up regardless of whether the timeline flatters us this week. If you only “believe” when the chart gives you immediate validation, that’s not a treasury strategy. That’s a mood. Our standard is higher than mood. We don’t wake up and ask, “What can we post today to impress strangers?” We ask, “What can we execute today to increase long-term resilience?” That means operational excellence is not optional. Process is not optional. Accountability is not optional. We care about: •Real revenue, not vanity metrics. •Cash flow discipline, not cosplay billionaire behavior. •Counterparty awareness, not blind trust. •Position sizing, not YOLO theater. •Time horizon, not timeline applause. Anyone can look smart in a favorable quarter. The test is what you do when volatility gets loud and everyone around you tries to sell certainty. We’re not here to sell certainty. We’re here to practice discipline. And discipline looks like this: 1. Build the core business. A treasury is only as strong as the operating engine behind it. If your company can’t execute, no asset allocation framework can save you long term. So we focus on fundamentals first—service quality, customer retention, margin awareness, team accountability, and operational throughput. 2.Protect the downside. We respect risk. We don’t pretend drawdowns don’t exist. We don’t mistake aggression for intelligence. Our job is to stay in the game and keep optionality alive. Preservation is part of compounding. 3.Stack consistently. Not based on vibes. Not based on social pressure. Based on framework. Through fear, through euphoria, through boredom. Consistency is our edge. 4.Communicate transparently. We share what we do. We own our decisions. We don’t hide behind jargon when things are hard, and we don’t spike the football when things are easy. The market will always offer you reasons to abandon your plan: •“What if this headline changes everything?” •“What if this macro print nukes risk assets?” •“What if this influencer says there’s a better trade?” •“What if the crowd rotates to the next shiny coin?” Our answer remains the same: Execute the plan. Reassess with data. Adjust only when principles or facts change—not because anxiety got louder. So yes, “different day, same playbook.” Because the playbook is designed to survive all kinds of days: •Green days that tempt ego. •Red days that tempt panic. •Sideways days that tempt boredom. If your system only works in one regime, it’s not a system. It’s a fair-weather opinion.