Sam Callahan

"Money serves several purposes: a store of value, a unit in which to price transactions, and a medium to carry out those transactions. U.S. dollars meet all these criteria." @greg_ip Do you store your wealth in dollars long term?

Strive acquired an additional 1,109 $BTC for ~$85.4 million at an average cost of ~$76,988 per bitcoin. STRIVE SNAPSHOT Bitcoin holdings: 16,500 QTD BTC Yield: 11.0% YTD BTC Yield: 23.4% Amplification ratio: 45.2% $ASST $SATA

I really don’t believe this narrative. Bitcoin trades tens of billions of dollars a day and its demand base is broad and diversified. Strategy is reliant on Bitcoin, not the other way around.

🇧🇷 A OranjeBTC adquiriu 5 BTC por aproximadamente US$ 382 mil, a um preço médio de ~US$ 76.382 por Bitcoin, e realizou a recompra de 1.168.400 ações OBTC3 no período. Atualmente, a Companhia detém 3.742,0 BTC, adquiridos por aproximadamente US$ 393,82 milhões, a um preço médio de ~US$ 105.244 por Bitcoin. Atingimos um BTC Yield 2026 de 1,48% (BTC Yield 2T26: 1,29%). Ticker: 🇧🇷 $OBTC3 | 🇺🇸 $ORNJY 🇺🇸 OranjeBTC has acquired 5 BTC for approximately ~$382k, at an average price of ~$76,382 per Bitcoin, and repurchased 1,168,400 OBTC3 shares during the period. We now hold 3,742.0 BTC, acquired for approximately ~$393.82 million, at an average price of ~$105,244 per Bitcoin. We have achieved a 1.48% BTC Yield YTD (2Q26 BTC Yield: 1.29%). Ticker: 🇧🇷 $OBTC3 | 🇺🇸 $ORNJY

@dandolfa Yes 👏 lynalden.com/full-steam-ahe…

I don't think people appreciate how little monetary policy has to do with inflation right now. And those that believe it's all about monetary policy do not appreciate how insane fiscal policy has been the last 5 years.

Nossa casa está cheia pra celebrar esse dia tão importante na história do Bitcoin! 🍕

It’s amazing how hard it is for so many people to simply focus on Bitcoin and hold it.

what happened in 2020?

Michael Saylor & Phong Le just addressed the biggest questions investors are asking: - Will Strategy sell Bitcoin soon? - Why move to semi-monthly dividends with $STRC (is daily next?) - What’s the endgame with $MSTR & Digital Credit Full raw Q&A with @saylor & @phongle — unfiltered. Share your thoughts on their responses below. Timestamps: 00:00 Introduction 03:22 Will Strategy Sell Bitcoin? 06:05 STRC ROC Tax Question 07:06 Saylor on Strive & $SATA 13:02 Future of STRC Dividends 16:41 Will Strategy Slow Buying Btc? 19:00 The $100 Peg 21:57 STRC, DeFi & Fragility 27:17 Why Is Bitcoin Stuck? 30:00 Monthly $STRK, $STRD, $STRF Dividends 31:38 Retiring Preferred Stock 35:06 Fixed 10% Yield 35:52 Scaling STRC 39:44 Winning Over Skeptics 42:58 Understanding MNAV Calculations 45:03 “Rip the Wings Off Shorts” 52:11 Ultimate STRC Product 59:52 Strategy at $10M Bitcoin 1:00:55 BTC Yield Metric 1:01:45 Custody & Proof of Reserves 1:03:58 Strategy as Investor Gateway 1:06:06 Teaching the Next Generation 1:08:12 Bitcoin’s Place in History

🚀

We are LIVE with @Saylor, @PhongLe, & @NatBrunell. Join us & share your questions on X and YouTube. x.com/i/broadcasts/1…

Se você ainda enxerga o Bitcoin apenas como um "ativo especulativo de alto risco", nosso Diretor de Estratégia e Pesquisa, @samcallah, mostra que na verdade a regra do jogo mudou. O perfil de risco de tudo o que você conhece está derretendo. E é justamente essa deterioração global que está forçando os grandes investidores a olhar para o Bitcoin com outros olhos.

É daqui a pouco! Hoje, às 09:00 (BRT), teremos nosso Earnings Call com o nosso CEO @GuiAmadoGomes, nosso CFO Guiga Ferreira e nosso Conselheiro @fernandoulrich. Eles trarão os recentes resultados da OranjeBTC, acompanhados de comentários e da visão dos próximos passos da Companhia. Acesse pelo link nos comentários. Nos vemos lá! 🇺🇸 Simultaneous English translation will be available during the broadcast. Access link in the comments.

JUST IN: Bloomberg reports that Iran started a Bitcoin-backed insurance service for shipping companies wanting to transit the Strait of Hormuz 🇮🇷 It could reportedly generate more than $10 BILLION in revenue 🤯

Agreed. One of the biggest advantages individual investors have is the ability to lengthen their time horizon.

🟠

Resultados do 1T26 no ar. A OranjeBTC acaba de publicar os resultados financeiros e operacionais do primeiro trimestre de 2026. Acesse nosso site através do link para ter todos os detalhes. api.mziq.com/mzfilemanager/… E não se esqueça, segunda-feira, 18/05, às 9h (BRT), participe do nosso Earnings Call, com a participação do nosso CEO, @GuiAmadoGomes, CFO, Guiga Ferreira e do nosso conselheiro, @fernandoulrich, o link está nos comentários desse post.

Strategy to repurchase $1.5 billion principal amount of 2029 convertible notes. $MSTR $STRC strategy.com/press/strategy…

@hillery_dan Great point! makes you think. 👊

Great stream tonight, thanks for clipping.