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When we’re done, everyone everywhere will know the name Nakamoto.
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David Bailey🇵🇷 $2.0mm/btc is the floor
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David Bailey🇵🇷 $2.0mm/btc is the floor
@DavidFBailey
All in on @Nakamoto. Chairman @bitcoinmagazine @TheBitcoinConf @UTXOmgmt
Guaynabo, Puerto Rico Katılım Nisan 2009
764 Takip Edilen105.4K Takipçiler
David Bailey🇵🇷 $2.0mm/btc is the floor retweetledi
Coming to @TheBitcoinConf in Vegas? 🎮⚡️
@D_plus__plus and @evento_so are bringing Mario Kart 64++ to the conference floor - where you can earn real bitcoin just by playing.
RSVP here 👇
app.evento.so/e/evt_R61SaJsF…
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David Bailey🇵🇷 $2.0mm/btc is the floor retweetledi
The Mises Institute is excited to be bringing Dr. Jörg Guido Hülsmann to this year's @TheBitcoinConf in Las Vegas to speak on the ethics of money production.
We look forward to having a presence at this important event dedicated to the future of money.
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@AGseedfree @BranBTC @tylev @DavidZell_ @grant_mccarty @prestonevans__ @bitcoincass @DistRiggs @DanielLHinton @bitsmash @CoynMateer @isabelfoxenduke 🤝 coming to Bitcoin 2026?
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How to join the Alabama Bitcoin Mafia:
✅Attend UA
✅Become a University Fellow
✅Be a bitcoiner
✅Major in ChemE (optional)
@DavidFBailey @BranBTC @tylev @DavidZell_ @grant_mccarty @prestonevans__ @bitcoincass @DistRiggs @DanielLHinton @bitsmash @CoynMateer @isabelfoxenduke
Isabel Foxen Duke⚡️@isabelfoxenduke
BITCOIN RAILS #55: WHAT HAPPENED TO BITCOIN TREASURY COMPANIES? | with @davidfbailey & @BranBTC 🔗 YOUTUBE: youtu.be/sJi_DOLy4uw 🌿 SPOTIFY: open.spotify.com/episode/4FM9YR… This most recent bull market was inarguably defined by one dominant narrative: the rise of Bitcoin treasury companies and their dramatic retracement as crypto "DATs" flooded markets. @davidfbailey — former CEO of Bitcoin Inc. (@BitcoinMagazine @btc_conference) — raised $760M for treasury company @nakamoto, which catapulted to a peak valuation of 33X MNAV before sliding down below MNAV after a seeming burst in treasury mania last year. David joins me and the newly appointed CEO of Bitcoin Inc. @BranBTC, to share the history of one of the most influential companies in Bitcoin history (Bitcoin Inc.), how their treasury play changed everything, and what we can expect from Bitcoin treasury companies moving through 2026 and beyond. In this episode, the three of us discuss: - The history of Bitcoin Inc., and the rise of Bitcoin Magazine and Bitcoin Conference empire. - The role of @UTXOmgmt (VC and trading fund) in the team's strategy over time - How the fund’s entry into @Metaplanet and their subsequent seeding of nearly a dozen Bitcoin Treasury companies since - The rise of Nakamoto and its subsequent 99% slide in price from ATHs - How David sees the Treasury thesis playing out from here… and projected winners and losers when/if these companies rebound. This episode of Bitcoin Rails is powered by: - Best In Slot (@bestinslotxyz) — the leading API for Ordinals and BRC20 data aggregation and indexing. - Spark (@lightspark) — a statechains implementation advancing Bitcoin-powered payments. - Citrea (@citrea_xyz) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 00:00 Intro 01:45 Hit Pieces and Psyop Jokes 05:53 David Bailey Origin Story 12:24 Buying Bitcoin Magazine 15:18 Early Spam “Wars” 19:55 BM Experimentation Phase 26:33 Defining What “Bitcoin Only” Means 32:39 What Being a Bitcoin Maxi Means 34:47 Bitcoin L2 Over Altchains 37:00 Why Securities Matter 41:23 Going Bitcoin Only 46:47 Bitcoin Conference Explosion 54:10 UTXO Bets And Treasury Wave 01:12:10 Seeding Treasury Startups 01:15:44 Taking Nakamoto Public 01:32:51 Treasury Thesis Future Products
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@JRupena @ProofOfMoney Thank you, very interesting!
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@DavidFBailey @ProofOfMoney This doesn’t change qualifications, you still need to have conventional income. Most bitcoiners don’t have w2 income for 2 years. We did this structure with fnma loans in 2023 and learned some of the challenges. Bitcoin does nothing for mortgage in this case
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FYI. This isn’t a crypto backed mortgage.
It’s a loan for cash to be used as a down payment.
The mortgage itself is standard and doesn’t involve any Bitcoin (or cRYpTo) whatsoever.
Coinbase 🛡️@coinbase
Get your house and keep your crypto. Crypto-backed mortgages are here - increasing access to homeownership for millions of Americans. Buy a home without converting your portfolio by using BTC or USDC as collateral for your down payment. Offered by Better, powered by Coinbase.
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@cwilbzz @ProofOfMoney Thank you! I hadn’t seen a source for the second loan component.
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@DavidFBailey @ProofOfMoney this isnt true unfortunately , its technically two loans
coinbase.com/blog/coinbase-…
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Here's how this "Bitcoin Mortgage" works.
It's not exactly what you might think.
Probably more positive for pre-coiners
as they learn that Bitcoin is money.
But most Bitcoiners may not want it.
TLDR: You don't have to sell any Bitcoin.
Rather, you're getting a Bitcoin loan from
Better Home & Finance with Coinbase custody.
More...
If you need a 20% down-payment on a $1 mill house, you need $200k in cash and an $800k mortgage.
Fannie Mae writes the mortgage (the write most of the U.S.'s mortgages - yes money printing), but only if you meet all of the conventional, conforming loan requirements of Debt-to-income, W2 wages, credit scores, etc., etc.
So there's absolutely nothing new in needing to qualify in the fiat space with this program. This doesn't solve the difficulty some Bitcoiners have in qualifying.
But the $200k cash down payment comes from an over-collateralized loan (at about 200%) at Better.
So at today's $70k Bitcoin price, you'd need to put down 5.714 Bitcoin just for the down payment.
5.714 Bitcoin = $400k political currency units.
So that gives you the $200k needed for your down payment at 2-to-1.
Your 5.714 Bitcoin remains in custody at Coinbase for the life of the down-payment loan.
There's no tax event. You still legally own the Bitcoin (although Coinbase cryptographically owns it). Important to think about.
How do you get your Bitcoin back?
You have to either sell the house, refinance it (most will do this), or pay off the down-payment loan at Better.
The point is... these are really just TWO separate loans.
You have a standard mortgage which you must qualify for. Nothing changes here. Zip.
And then you have a separate Bitcoin loan that you take out for the down payment at essentially 2 to 1.
At least, however, there are no liquidation risks or top-ups required. Once the loan is initiated, your Bitcoin amount remains the same regardless of Bitcoin's price.
* There are a lot of options out there, and fortunately more coming online. I've owned a mortgage company for over 15 years now and see this as positive for those who don't own Bitcoin (seeing that it can help get them a house), but not necessarily attractive to actual Bitcoiners just yet.
The Bitcoin Historian@pete_rizzo_
BREAKING: MASSIVE MORTGAGE GIANT FANNIE MAE JUST ANNOUNCED IT WILL ACCEPT #BITCOIN AS COLLATERAL FOR MORTGAGES FOR THE 1st TIME A $20 TRILLION MARKET OPENING TO BTC NO MORE SELLING REQUIRED WE ARE WATCHING HISTORY 🚀🚀🚀
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There is no down payment. The only way you can default is if you’re delinquent. There is no bitcoin backed loan with 30 year maturity where the lender will take the credit risk on bitcoin but give you all the upside. At the end of the day if that trade does not work out (Bitcoin goes to zero for example) and the borrower fails to make their monthly mortgage payment, it’s Fannie that eats it.
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You’re right that overall this is great because it’s a good narrative for pre-coiners to see how Bitcoin can be integrated.
But technically, this is no different than anyone. Just getting a bitcoin backed loan for dollars and taking those dollars and using it as the down payment.
FAnnie Mar doesn’t allow actual bitcoin as the down payment they want the dollars from the third-party that are given on behalf of the borrower’s Bitcoin.
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In aggregate across the deals you listed we invested ball park $1m
In 2025 alone we invested north of $50m into the bitcoin ecosystem (maybe closer to $100m?). Over the last 14 years we've backed hundreds of companies because our mission is to grow bitcoin adoption and use.
What's ironic/hilarious is that we'll actually make several times more money dumping your bsv-jr fork for real btc than the entirety of what we deployed into ordinal and layer-2 projects combined.
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@DavidFBailey @Pledditor @giacomozucco Why don't you like BIP-110? Is it because it would negate or meaningfully hinder many of your investments, like:
Best in Slot
OrdinalsBot
Ord.io
Magisat
Metagood
Ordinox
Taproot Wizards
OP_NET
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You know, even though they’re two of my loudest and harshest critics, @Pledditor and @giacomozucco have shown significant agency, critical thinking, and courage by standing up to the BIP-110 brain rot mob. Even at significant personal social cost. Respect.
IMO that’s the character of a real bitcoiner.
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@AGseedfree @matthewvuk2 @DavidZell_ @grant_mccarty @tylev @BranBTC @prestonevans__ @bitcoincass @DistRiggs @DanielLHinton @bitsmash @CoynMateer to name a few more
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"Scaling Bitcoin with Lightning and Ark" ⚡️🛳️
Thank you to Anna Stenstrom (@AGseedfree) for inviting me to talk to the University of Alabama students about L2 bitcoin payment protocols.
Alabama Bitcoin Club@AlabamaBTClub
Last night we had an awesome meeting with Matthew Vuk @matthewvuk2 from @secondhq leading a deep dive into how Lightning + Ark are scaling Bitcoin payments.
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@bearex10 Ok abolish then. But not abolishing, and also not funding, is creating 6+ hour wait times in San Juan
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@DavidFBailey Absolutely fuck the TSA
They don't do shit.
Abolish
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It would be great if TSA could get paid so the country and the economy could continue to function. Thank you!
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@McDonaghMatthew Fake, they do this every year. If you buy it they send you malware.
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I've got people cold emailing trying to sell the full Bitcoin Conference attendee list.
Who sold it?
Am I on it?
@DavidFBailey
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David Bailey🇵🇷 $2.0mm/btc is the floor retweetledi
Bitcoin’s true believers will be in Las Vegas next month.
Are you joining them?
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Weird realization today...
Since Bitcoin is the first digital value system not directly controlled by humans, it was not possible for agi to escape human control before its existence.
Buy yourself some Bitcoin before skynet owns it all.
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David Bailey🇵🇷 $2.0mm/btc is the floor retweetledi
Coinbase’s new ‘don’t be an NPC’ meme commercial
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We need a BIP 110 drive chain.
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