BTCALPINE

@Trollstein Couldn't have said it better myself 🥲

♾️🪰🛞

@KHerriage I just posted a similar macro estimate

My call: Trump has pivoted…the war is over. interest rates and oil prices have peaked for the year. Bullish for the market and HIGHLY bullish for interest rate sensitive names. We’re long semis/tech, small caps, housing, energy, PM’s/miners & BTC/TAO.

@gwwptwt @shakepay There aren't really any good Bitcoin options in Canada. However, if you are disciplined, using a card with better rewards and putting the excess value into Bitcoin will get you much further ahead.

@btcalpine @shakepay Is there a better alternative in Canada?

“Wen physical card?” 💳 The question you’ve ALL been asking. After 4.5 years of the virtual Shakepay Visa* Prepaid Card doing work, the physical Shakepay Card is almost here, and we’re launching it with a waitlist game built for shakers who love a little friendly competition!

@ZynxBTC I solve the "diversification" problem by splitting between common shares and different call options 😂 I literally can't justify owning anything else

The temptation to just sell all my equity positions and put it all into $ASST is growing by the day. It is one of the most obvious 10x opportunities I have seen in a long time. It is clear management are willing to let the amplification ratio go higher. It is the purest form of leveraged Bitcoin exposure in an equity on the market. It's going to explode as soon as Bitcoin makes any sustained move to the upside.

The USA, Iran, $SPX, and $ASST are all telling us that the war is about to end and $BTC is going to 🚀. $BTC, the treasury market, and oil futures are hesitant to believe anything. Be ready for a huge repricing upon an official announcement, potentially in the next hours to days.

Larry Fink likes Bitcoin. Donald Trump likes Bitcoin. Kevin Warsh likes Bitcoin. Scott Bessent likes Bitcoin. Stan Druckenmiller likes Bitcoin. Paul Tudor Jones likes Bitcoin. Elon Musk likes Bitcoin. And you and your uncle Joe think you're smart for not liking it? Get real.

The amount of accumulation that has gone on over the last 1/2 year is insane. Buyers who step in here have conviction. All it would take is one post from a prominent figure to send us into a new astronomical bull run, yet many think that the 200 day SMA is the hard ceiling!

We seem to be at a place (at least in my feed), that the majority view is that we need to leg down and/or chop for the summer. This is pretty eery, considering I almost only follow rational but long term bullish people. Are we at the point where max pain would be to rip higher?

One of the things that has me more interested in $ASST over $MSTR is that the @Strive team is pushing the throttle to the max for their shareholders, while the @Strategy team is regularly looking to allow other players room to have some of their cake for the good of all. While noble and humble, "sharing is caring" is not the way that a publicly listed company should run to for maximum success. Thanks @Strategy team for intentionally pumping my bags over here at $ASST with my leveraged position 😉

Commentary regarding Strive, $SATA, and Daily Dividends from @saylor and @phongle from yesterday’s @Strategy retail Q&A session.

It will certainly be interesting to see if the administration will move more seriously towards pro $BTC policies and/or making promises again, with the midterms coming up. Let's hope that there is some genuine concern for the American people, and not just more tricks to win votes. I remain hopeful but skeptical.

Bitcoin will go to infinity regardless, but for the long term health & security of the United States, this is the single most important crypto legislation that can come out of D.C. Great to see it start with 16 cosponsors. I hope it continues to gain support and passes.

@aiouy 👀👀

we haven't had a waitlist in a while

@scraymondjr Well said!

$BTC LTF 4H closed above 30 EMA and RSI > 50 and price has held at $76K support This lil pullback looks to be over. Might chop in the 76-82 range for a while. Lookin for close outside of that range for next move.

Soon-to-be public $SPCX is a Bitcoin treasury company 👀

@Wealthsimple Looking forward to learning what new features will be rolling out! Hopefully a full rollout of digital credit, including $SATA for daily dividends from The Daily Dividend Company, $ASST

Today we set up. Tomorrow we show up. Everywhere. Tune into our livestream at 2pm ET to find out all the places we’re going, including a bunch of places the big banks never do (and probably never will, to be honest). 

 There’s still time to register. wealthsimple.com/en-ca/presents…

@Z06Z07 This is a great post Grain. If a person doesn't understand what makes $ASST so special, they should study this structural breakdown until they've got it memorized!

The smart money knows this. - Liquidity is the enemy of convexity. - Scarcity is the friend of convexity. STRIVE ($ASST) vs STRATEGY ($MSTR) People are massively underestimating how structurally different these two setups now are. ASST: • ~$1.24B market cap • ~15.4k BTC • 1.37x mNAV premium • ZERO debt • Perpetual preferred capital (no maturity wall) • Functioning preferred ATM • Daily dividend preferred structure incoming • ~73M share float (SCARCITY) ASST options complex is completely insane: • ~$2.53B CALL open interest • ~$145M PUT open interest • Put/Call ratio: 0.057 • Total options exposure >2x entire equity market cap MSTR: • ~$21.6B CALL open interest • ~$19.7B PUT open interest • Put/Call ratio: 0.91 • Options exposure only ~41% of market cap Translation: $MSTR is the institutional Bitcoin sovereign. $ASST is becoming a small-float reflexive convexity machine. And the market structure matters: • Smaller float • Higher short interest • Massive call skew • Cleaner balance sheet • Positive mNAV premium • Active capital formation • No refinancing risk That means marginal inflows hit a MUCH smaller bucket with ASST. People keep staring at nominal stock price instead of structure. The real question is: What happens when a zero-debt Bitcoin treasury company with perpetual capital, extreme call positioning, and a tight float starts attracting reflexive inflows? BULLISH! @mikealfred @dgt10011 @hillery_dan @Strive @nithusezni @TNorth @AdamBLiv

@ZynxBTC Well said! I love how often the team uses the word "bewilderment". It's going to be in full effect soon 😎

When I entered my $ASST position at $7.92 I didn't expect the company to become this strong this quickly. 1) The move to daily dividends is simply fantastic. Buying Bitcoin every single day and being known as The Daily Dividend Company is a special kind of branding that will resonate far beyond the Bitcoin community. 2) $SATA has gone from strength to strength, achieving consistent days at par and currently has the highest Sharpe Ratio out of all the preferreds. 3) Strive are comfortable carrying the highest amplification ratio in the space. Put simply, when Bitcoin runs, $ASST runs fastest. 4) An in-house media arm that acts as a full marketing machine. They understood early that awareness is everything. The pieces are in place. $ASST will be the fastest running Bitcoin equity for the foreseeable future. That is my view.

@TNorth Delayed because you are preparing to make an announcement for hourly dividends 🤔

True North Episode 67 will be Thursday 1PM PST / 4PM EST. See you all tomorrow.