Sam Callahan

We covered a lot of ground in this conversation with FINTECH.TV. We discussed Bitcoin’s recent resilience amid rising macro uncertainty, adoption in emerging markets, and why digital credit was one of the most interesting themes at DAS.

The bitcoin faucet is back. 04.06.26 btc.day

@Jethroe111 sounds like a lot of capital investment in Brazil needs to take place to build out that infrastructure.

@samcallah Brazil has about 22 million tons of rare earth, approximately 1/2 of China. I think you're right w/ Brazil, but the real bottleneck and squeeze is China's refinery capacity. That was a decision made 50 years ago under Deng Zhaoping.

“With the world’s second-largest deposits of rare earths but minimal production, Brazil is at the centre of a global rush for the coveted minerals.” 🇺🇸🤝🇧🇷

LIVE Bitcoin Treasuries Roundtable w/ @Alexandre Laizet, @GuiAmadoGomes & @samcallah. @Metaplanet on the move. New Digital Credit ETF Filed. Quantum FUD vs Threats. And $STRC. @_alcpb @oranjebtc twitter.com/i/broadcasts/1…

BREAKING: Politico reports that Trump will use his primetime speech to say that the war is 'winding down' and US objectives have been met, while saying that allies are responsible for reopening the Strait of Hormuz.

Excited to be speaking at @BTCPrague again. I’ll be talking about Bitcoin’s role in credit markets and its growing institutional adoption. BTC Prague brings amazing people together in a beautiful city. Use code HODL for discounted passes, and I hope to see you there in June!

Nessa participação no programa Cripto na Real, na CNN Brasil Money, nosso CEO, @GuiAmadoGomes , explica como a empresa aumentou o Bitcoin por ação, mesmo com a volatilidade do mercado no fim de 2025. Ele também nos mostra um dos grandes destaques que foi a base de acionistas, que saltou de 180 para mais de 8.000 investidores em apenas quatro meses, além de explicar os números por trás dos resultados da empresa no último trimestre de 2025 e nos conta um pouco sobre o futuro da empresa.

STRC is now the 2nd largest holding in Blackrock's Preferred & Income Securities ETF. Say what you want about Saylor but the Digital Credit thesis is working. More Inflows into STRC = More BTC Buy Pressure

The riskiest asset class is converging with one of the safest in a first-of-its-kind financial product: A Bitcoin-backed municipal bond bloomberg.com/news/articles/…

We’re making it easier for millions of businesses to accept bitcoin. Starting today, eligible U.S. @Square sellers will begin having Bitcoin payments automatically enabled. Sellers who accept bitcoin will receive USD as default. This is how bitcoin as everyday money begins.

The BTC Prague 2026 program is live. @saylor. @jackmallers. @JeffBooth. @PeterMcCormack. @natbrunell. @drjackkruse. 250+ speakers. 4 stages. 3 days. June 11–13. The full program is on our website now - plan your days, save your favorites. Full program → btcprague.com

🇧🇷 Nesta semana, a OranjeBTC retomou a recompra de ações após o período de blackout, mantendo disciplina na alocação de capital diante do desconto observado em relação ao valor econômico do Bitcoin mantido em tesouraria (mNAV). Seguimos focados na captura de valor em momentos de assimetria de mercado, com o objetivo de aumentar o Bitcoin por ação ao longo do tempo, sem redução da exposição estrutural ao Bitcoin. Também lançamos nosso novo site de Relações com Investidores, que passa a centralizar todas as comunicações da Companhia. Números atualizados: • 3.723,0 BTC em reservas • Ações por Bitcoin: 43.568 • BTC Yield 1T26: 0,19% • BTC Yield acumulado: 2,58% 🇺🇸 This week, OranjeBTC resumed share repurchases following the blackout period, maintaining capital allocation discipline amid the discount observed relative to the economic value of the Bitcoin held in treasury (mNAV). We remain focused on capturing value during periods of market dislocation, with the objective of increasing Bitcoin per share over time, without reducing our structural exposure to Bitcoin. We also launched our new Investor Relations website, which will serve as the central hub for all Company communications. Updated figures: • 3,723.0 BTC in reserves • Shares per Bitcoin: 43,568 • BTC Yield 1Q26: 0.19% • Accumulated BTC Yield: 2.58%

Even more concerning news today on the Bitcoin tax front. We’re going to need the Cyber Hornets for this one. 👇 Today’s new draft **leaves the double taxation on bitcoin mining in place** and only provides relief to staking. So now the proposal is: - De minimis for stablecoins but not Bitcoin - Fixing tax treatment for “passive validation” (I.e. staking) but not Bitcoin mining This contradicts all prior proposals on this issue. This is not tech neutral and picks winners and losers for no reason. Full statement from BPI coming soon about @RepHorsford and @RepMaxMiller’s draft. We need strong community push back to show that this language sets America and Bitcoin back.

Welcoming @samcallah to the High Roller Summit lineup. Sam is the Director of Strategy & Research at @ORANJEBTC, leading the macro framework for Latin America’s largest publicly traded bitcoin treasury. A veteran analyst and advisor, he is a leading voice on corporate adoption and global strategy. The institutional bitcoin standard is here. Sam will be talking about it in Las Vegas. Learn more: bitgo.com/events/high-ro…

Still can’t believe they did this.

“The best way to build a billion-dollar finance company today is Digital Credit.” $STRC My keynote, “Digital Capital, Credit, Money, and Yield,” at the @Blockworks Digital Asset Summit 2026.

Google claims quantum could break encryption by 2029. Reminder: In 2012, they said we’d all be in self-driving cars by 2017.

“11% is a big number.” “Am I offending you if I call it a money market fund?” - @SullyCNBC Digital Credit is redefining yield. Today we discussed Stretch $STRC on @PowerLunch.

Honored to see @ORANJEBTC included on one of Saylor’s slides at DAS. Integrating BTC into the capital markets is a generational opportunity.