Tyler Rowe

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Tyler Rowe

Tyler Rowe

@TylerCompiler

Bitcoin Treasury Enthusiast. Sat Native. Treasury Orange. Head of Video at https://t.co/GtaDkmvK6z https://t.co/X2mDwW7zI2

Miami, FL Katılım Mart 2012
442 Takip Edilen2.5K Takipçiler
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Tyler Rowe
Tyler Rowe@TylerCompiler·
JUST IN: Capital B's @AlexandreLaizet just said "Strategy's new Digital Credit Framework provides maximum clarity with maximum optionality." That's how you create long-term shareholder value. 🔥
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Steven Lubka ☀️
Steven Lubka ☀️@DzambhalaHODL·
Everyone says volatility is vitality until it's time to change the clocks
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Tyler Rowe
Tyler Rowe@TylerCompiler·
STRC & SATA are similar products certainly. But they're completely different beasts in terms of scale & the balance sheets supporting them. That matters for institutional sizing & positive btc price action will cause the market to price them accordingly. Current effective yields flipping each other are a temporary phenomenon. I'm bullish Strive, but I don't see how STRC gets worse pricing long-term even with less frequent dividends and STRF/converts sitting higher in the stack.
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The Ni (f. Obsequious Knight of the Realm of ...)
@saylor .@saylor @phongle, you're aiming at the wrong target. Hint: • $STRC yield: 13.60% • $SATA yield: 13.28% Yes, slashing the USD reserve was a terrible mistake (see image). But simply refilling it won’t fix the problem, as $SATA now has a real footing it did not have before.
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Michael Saylor
Michael Saylor@saylor·
Our goal is clear: return $STRC to par.
Phong Le@phongle

I joined @kgreifeld and @RomaineBostick on Bloomberg today to discuss Strategy’s evolution into a Digital Capital platform, our $3B cash reserve, $STRC, balance sheet resilience, and our long-term commitment to Bitcoin. 01:17 - Strategy’s evolution from Bitcoin Treasury Company to full Digital Capital platform 01:25 - Over 840,000 BTC, $10.5B of $STRC, and Strategy’s responsibilities 01:45 - Why Strategy built a $3B cash reserve after listening to preferred shareholders 02:30 - The path for $STRC: build USD reserves, return $STRC to par, issue more $STRC, and buy $BTC 04:22 - $MSTR’s goal: outperform Bitcoin over time while managing volatility through bull and bear markets 05:41 - Balance sheet resilience and why debt risk is low 06:50 - Strategy’s long-term Bitcoin commitment: “We’re not going anywhere” 07:04 - Bitcoin is bigger than Strategy: 4% ownership, $30–40B of daily volume, and bitcoin sales that did not move the market 08:46 - Software, AI, Bitcoin, and the maturity of a 25-year public company operating inside digital finance

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Tyler Rowe
Tyler Rowe@TylerCompiler·
Every time I stack sats, I'm creating more demand for Bitcoin and helping $STRC return to par. ​$STRC is a bridge for everyday people into the Bitcoin ecosystem. Strategy ports more fiat into Bitcoin, and the network keeps growing. ​Bitcoin is for cypherpunks, Wall Street, grandparents, corporate treasuries, and the unbanked, because Bitcoin is for everyone. 🌎⚡️
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Parker Lewis
Parker Lewis@parkeralewis·
The idea that bitcoin treasury cos should outperform bitcoin in a bull market is not based on logic or any fundamental of risk or bitcoin. It is predicated on hype and irrational investments. Everyone always feels late & wishes they had bought more bitcoin. It's nothing new.
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Alexandre Laizet ⚡️
Alexandre Laizet ⚡️@AlexandreLaizet·
Bitcoin institutional adoption is inevitable, which creates a major opportunity that listed Bitcoin Treasury Companies focused on the potential of Bitcoin-backed credit are the best positioned to capture⚡️
Alexandre Laizet ⚡️@AlexandreLaizet

Dear @parkeralewis , are you comparing the shares of the largest Bitcoin-only publicly traded corporation, which has been advocating for Bitcoin since the beginning, and contributing so much to the acceleration of Bitcoin adoption in the corporate an institutional area, with Bitcoin maximalist values all along the way, with detailed reports showing all risks that exist in securities, focused on bringing Bitcoin to capital markets, on top of that with a clear outperformance since the launch of the Bitcoin Treasury Company strategy, which is the right moment in time to appreciate long term shareholder value creation, with a chart of ETH, a shitcoin that has absolutely nothing to do with BTC? This is not comparable. In general, it seems like you are focusing a lot of your time lately on critisizing bitcoiners contributing to bitcoin corporate and institutional adoption. If your point is Bitcoin is the best money, that is a shared point and that is exactly why corporations and institutions adopt it, and aim to accumulate more of it in an accretive way measured in Bitcoin. The point is that because Bitcoin is the best long term store of value in the digital era - i.e., digital capital, it is the best money on Austrian standards, and therefore it will win as the best money over time, which is predicted by your book, that I respect to the highest level, as you know, and therefore corporate and institutional adoption is inevitable, and therefore it is a major opportunity that Bitcoin Treasury Companies are best positionned to capture over time because public capital markets provide opportunities that private markets don’t, and because companies run by Bitcoiners have more potential to win as Bitcoin wins. It is of course a potential, as in any company, where more potential returns on a Bitcoin standard means more potential risks on a Bitcoin standard. This is capitalism and free markets based on a sound permisionless money standard. As X comments are not likely the best way to have a productive, long enough and deep conversation, would you like to join @TylerCompiler and I, and may be others, on a @BTCtreasuries X livestream podcast, for example, to discuss it deeper? We are both on Team Bitcoin, and I believe that a deep, nuanced conversation providing detailed viewpoints on that topic would be valuable.

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BitcoinTreasuries.NET
BitcoinTreasuries.NET@BTCtreasuries·
JUST IN: $2.3 trillion bank Barclays just initiated Strategy $MSTR with a Buy rating and $130 price target — categorizing it alongside giants Visa and Matercard. Wall Street stopped calling $MSTR a 'crypto proxy' and now calls it 'fintech.' 🔥
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Tyler Rowe
Tyler Rowe@TylerCompiler·
@adam3us @bstrco Was there an indication that shareholders were not going to approve the transaction as structured?
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Adam Back
Adam Back@adam3us·
from todays filing, @bstrco and $CEPO have agreed to work together on and are currently discussing a potential revised structure and amended terms for their previously announced proposed business combination, intended to opportunistically better capitalize on market conditions.
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BitcoinTreasuries.NET
BitcoinTreasuries.NET@BTCtreasuries·
JUST IN: Strategy's 3,588 #Bitcoin sale last week marks a major step toward an S&P credit rating upgrade. "It's the completion of a specific three-part assignment S&P Global handed Strategy in 2025." 👀🔥 READ THE FULL BREAKDOWN: bitcointreasuries.net/news/could-str…
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Andrew Webley
Andrew Webley@asjwebley·
Really enjoyed this chat with @TylerCompiler from @BTCtreasuries. Bitcoin Treasuries have done a lot for our industry and it's the website I use myself to track the global Bitcoin treasury rankings. Thanks again for having me.
BitcoinTreasuries.NET@BTCtreasuries

NEW: @ASJWebley took @SmarterWebUK $SWC from a £2M IPO to nearly 3,000 #Bitcoin in 14 months. Here's the blueprint. 📌Saylor told him to copy what works — so he did 📌FTSE 250 — why index inclusion changes everything 📌60x BTC per share growth in 14 months Watch ⚡️

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Tyler Rowe
Tyler Rowe@TylerCompiler·
Saylor told @asjwebley to copy what works. So he built the UK's largest Bitcoin treasury company from scratch. Nearly 3,000 BTC. £250M raised. FTSE 250 inclusion around the corner. Big things coming for $SWC.
BitcoinTreasuries.NET@BTCtreasuries

NEW: @ASJWebley took @SmarterWebUK $SWC from a £2M IPO to nearly 3,000 #Bitcoin in 14 months. Here's the blueprint. 📌Saylor told him to copy what works — so he did 📌FTSE 250 — why index inclusion changes everything 📌60x BTC per share growth in 14 months Watch ⚡️

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BitcoinTreasuries.NET
BitcoinTreasuries.NET@BTCtreasuries·
NEW: @ASJWebley took @SmarterWebUK $SWC from a £2M IPO to nearly 3,000 #Bitcoin in 14 months. Here's the blueprint. 📌Saylor told him to copy what works — so he did 📌FTSE 250 — why index inclusion changes everything 📌60x BTC per share growth in 14 months Watch ⚡️
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Tyler Rowe
Tyler Rowe@TylerCompiler·
@phongle Idea for @PhongLe & @Saylor: Maintain an 18–24 month preferred dividend runway floor/ceiling. Then, deploy that USD cushion to sell laddered cash-secured puts. Use premiums to stack more #BTC. If assigned, you lock in better-than-typical execution prices to buy the dip. 🎯
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Phong Le
Phong Le@phongle·
Strategy is evolving from one-way capital issuance to active capital management.
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BitcoinTreasuries.NET
BitcoinTreasuries.NET@BTCtreasuries·
JUST IN: Wall Street veteran Josh Mandell (@JoshMandell6) just said "When the usual approach to funding dividends is selling more common stock, selling a small amount of #Bitcoin essentially behaves like a buyback of Strategy's common stock." 3,588 BTC sold = a $MSTR buyback. 🔥
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BitcoinTreasuries.NET
BitcoinTreasuries.NET@BTCtreasuries·
JUST IN: Mike Flaum (@GrainofSaltSF) just said "Strategy had 193,000 Bitcoin in early 2024. In 2.5 years, they quadrupled. We thought 200,000 was doing great." He also called a bottom this summer with a trend up through year-end. The naysayers keep missing the compounding. 🔥
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Tyler Rowe
Tyler Rowe@TylerCompiler·
6.67% stack increase. @EricTrump's $ABTC is building a fortress balance sheet on #Bitcoin. ABTC President @MattPrusak has been talking about putting the stack to work for the company. I'm excited to see what that looks like in the coming months as $ABTC climbs the leaderboard.
BitcoinTreasuries.NET@BTCtreasuries

JUST IN: Trump family-backed #Bitcoin miner American Bitcoin Corp $ABTC increased its holdings by 500 BTC and now holds a total of 8,000 BTC. 🔸Bitcoin 100 Ranking: 16🔸

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