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 Присоединился Mart 2012
402 Подписки2.1K Подписчики
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Tyler Rowe
Tyler Rowe@TylerCompiler·
Michael Saylor just proved something massive. Welcome to the STRETCH Revolution. Buy #103: $1.57 BILLION deployed in 7 days. 📊 The numbers: - @Strategy bought: 22,337 BTC - Miners produced: 3,150 BTC - MSTR captured: 709% of weekly supply 💰 STRC trading volumes this week: - Monday: $300M - Tuesday: $435M (record) - Wednesday: $460M (new record) - Thursday: $740M (SHATTERED) - Friday: $300M (post ex-div) $1.18B raised through Stretch ALONE. No other fixed income product trades like this. 🔥 The comparisons: - This week: Bought entire Bullish treasury (6th largest) - YTD 2026: 88,568 BTC = 2x the size of XXI (3rd largest BTCTC) 📈 Year-to-date: - Buying 2.66x faster than global mining - Total holdings: 761,000 BTC - Supply vacuum: 55,268 BTC Back-to-back weeks: 17,994 + 22,337 = 40,331 BTC in 14 days $2.85 BILLION deployed @saylor just created a new capital markets weapon. 🟠 Full breakdown 👇 Track every move: BitcoinTreasuries.net @BTCtreasuries
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Tyler Rowe
Tyler Rowe@TylerCompiler·
@Eh_0z Thanks for sharing. Yves is great at storytelling.
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Elliot
Elliot@Eh_0z·
Borrow a banana skin today, return it in thirty years. — @YChoueifaty Perpetual instruments are the logical endpoint: never return the banana at all. For smaller treasury companies without access to large-scale public debt markets… use the instruments available to you: BTC-denominated convertible notes, warrant structures, equity raises at mNAV premiums (if you have liquidity). TL;DR: Raise fiat capital at the lowest possible cost, deploy it into Bitcoin immediately, and extend your liability duration as far as your counterparties will allow.
BitcoinTreasuries.NET@BTCtreasuries

NEW: Founder who called Bitcoin early says this is NOT a bear market. @YChoueifaty & @AlexandreLaizet explain what Saylor is really doing: 📌 1694 Bank of England model 📌 Why owning MSTR makes YOU the STRC issuer 📌 100M millionaires. 21M Bitcoin. Do the math. Watch ⚡️ TIMESTAMPS: 00:00 Cold Open 01:49 Bitcoin ISN'T In A Bear Market? (Volatility Discussion) 07:13 Bitcoin's Value During Geopolitical Tensions 12:46 Bitcoin, Treasuries & Historical Context of Private Banking 23:41 Digital Capital & Credit vs Digital Money Framing 30:09 mNAV & Speculation: MSTR vs. Traditional Companies 35:48 The Power of STRC: Saylor Is Issuing Perpetual Credit 40:05 The Opportunity of Buying At mNAV Less Than One 43:45 Alexandre On Strategic Growth For Bitcoin Treasury Companies 51:54 Stretch Is The Future Of Money

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BitcoinTreasuries.NET
BitcoinTreasuries.NET@BTCtreasuries·
NEW: Founder who called Bitcoin early says this is NOT a bear market. @YChoueifaty & @AlexandreLaizet explain what Saylor is really doing: 📌 1694 Bank of England model 📌 Why owning MSTR makes YOU the STRC issuer 📌 100M millionaires. 21M Bitcoin. Do the math. Watch ⚡️ TIMESTAMPS: 00:00 Cold Open 01:49 Bitcoin ISN'T In A Bear Market? (Volatility Discussion) 07:13 Bitcoin's Value During Geopolitical Tensions 12:46 Bitcoin, Treasuries & Historical Context of Private Banking 23:41 Digital Capital & Credit vs Digital Money Framing 30:09 mNAV & Speculation: MSTR vs. Traditional Companies 35:48 The Power of STRC: Saylor Is Issuing Perpetual Credit 40:05 The Opportunity of Buying At mNAV Less Than One 43:45 Alexandre On Strategic Growth For Bitcoin Treasury Companies 51:54 Stretch Is The Future Of Money
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Tyler Rowe
Tyler Rowe@TylerCompiler·
I had a great chat with @YChoueifaty & @AlexandreLaizet how Saylor has created the most ENVIABLE machine that can issue debt FOREVER.
BitcoinTreasuries.NET@BTCtreasuries

NEW: Founder who called Bitcoin early says this is NOT a bear market. @YChoueifaty & @AlexandreLaizet explain what Saylor is really doing: 📌 1694 Bank of England model 📌 Why owning MSTR makes YOU the STRC issuer 📌 100M millionaires. 21M Bitcoin. Do the math. Watch ⚡️ TIMESTAMPS: 00:00 Cold Open 01:49 Bitcoin ISN'T In A Bear Market? (Volatility Discussion) 07:13 Bitcoin's Value During Geopolitical Tensions 12:46 Bitcoin, Treasuries & Historical Context of Private Banking 23:41 Digital Capital & Credit vs Digital Money Framing 30:09 mNAV & Speculation: MSTR vs. Traditional Companies 35:48 The Power of STRC: Saylor Is Issuing Perpetual Credit 40:05 The Opportunity of Buying At mNAV Less Than One 43:45 Alexandre On Strategic Growth For Bitcoin Treasury Companies 51:54 Stretch Is The Future Of Money

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Peter Schiff
Peter Schiff@PeterSchiff·
It's amazing how much the Fed, mainstream economists, and Wall Street misunderstand the current U.S. economy. It's about to go from bad to worse as job losses, weakness in stocks and real estate, and exploding debt prevent the Fed from hiking interest rates as inflation soars.
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Tyler Rowe
Tyler Rowe@TylerCompiler·
@elonmusk I wouldn't know. I only look at my followers' posts in sequential order, the way god intended. 😎 Much better curation.
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Elon Musk
Elon Musk@elonmusk·
Algorithm is better today than 3 months ago?
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Tyler Rowe
Tyler Rowe@TylerCompiler·
This is why I think the impact of the halvings AREN'T largely over. Assume a $100,000 BTC price. That implies $16.4B of capital needs to hit the demand side to absorb the mined supply per year. Strategy raised over $20B in both 2024 and 2025. As bitcoin's price grows, the capital raising ability of Strategy will grow in tandem. Now, cut that mined supply in half in 2028 and we're talking $8B in capital to absorb the total mined supply. You can see how the supply squeeze will be amplified by the halving once again. The incremental $8B in capital equivalent hitting the demand side from Strategy is 33% of the capital deployed into bitcoin in 2025. That's all going to absorb bitcoin from HODLers and marginal sellers. The supply squeeze will REALLY be a sight to behold in the next halving.
Grain of Salt@Z06Z07

Bitcoin halvings are officially obsolete. @strategy by itself is now absorbing the complete mined supply of Bitcoin since Q4 2024. This is one entity and does not include $IBIT or other Spot ₿ ETFs or Treasury companies. Oh, @saylor ability to buy Bitcoin goes up as the price of ₿ goes up. $MSTR $STRC

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BitcoinTreasuries.NET
BitcoinTreasuries.NET@BTCtreasuries·
🔴 LIVE NOW — Bitcoin Treasury Roundtable Saylor just bought 22,337 BTC for $1.6B. Is this ACTUALLY a bear market? Joining us today: ⚡️ @YChoueifaty — Founder of TOBAM, launched the world's first Bitcoin fund in 2017 ⚡️@alexandrelaizet of Capital B x.com/i/broadcasts/1…
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Tyler Rowe
Tyler Rowe@TylerCompiler·
@CJ_Bitcoin Absolutely incredible to see! I'd love to have you on the pod to talk the banner week you had in digital credit & global demand for STRC. Shoot me a DM! :)
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Tyler Rowe
Tyler Rowe@TylerCompiler·
@PeterSchiff @BillyJigsaw8 @saylor Money is a ledger that tracks how value has been transferred. Bitcoin is the best ledger. Fixed supply, easy to verify, frictionless to move and custody.
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Peter Schiff
Peter Schiff@PeterSchiff·
@BillyJigsaw8 @saylor But you need specific quantities to perform specific tasks. It doesn't matter how many Sats you have because no matter how many you have you can't do anything with them. Trading doesn't count.
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Tyler Rowe
Tyler Rowe@TylerCompiler·
@Z06Z07 Keep that helmet close by! ⛽️
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Grain of Salt
Grain of Salt@Z06Z07·
@TylerCompiler Exactly. Saylor is engineering a massive supply squeeze and telling everyone about it! Few.
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BitcoinTreasuries.NET
BitcoinTreasuries.NET@BTCtreasuries·
NEW: Wall Street vet (@BTCBULLRIDER ) breaks down the colassal impact Saylor & MSTR are having in credit markets. We cover: 📌 STRC seasoning through a bear market = best marketing ever 📌 What mNAV calculations miss 📌 The 3 storms Bitcoin is built to survive Watch ⚡️
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Tyler Rowe
Tyler Rowe@TylerCompiler·
Great analysis and conversation w/ Peter Duan @BTCBULLRIDER We talk STRC, how bitcoin treasuries are re-writing the playbook, and how bitcoin is a shelter from 3 LOOMING storms.⛈️ Stay Orange.🟠
BitcoinTreasuries.NET@BTCtreasuries

NEW: Wall Street vet (@BTCBULLRIDER ) breaks down the colassal impact Saylor & MSTR are having in credit markets. We cover: 📌 STRC seasoning through a bear market = best marketing ever 📌 What mNAV calculations miss 📌 The 3 storms Bitcoin is built to survive Watch ⚡️

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Tyler Rowe
Tyler Rowe@TylerCompiler·
Peter Duan (@BTCBULLRIDER) schooled me on why Metaplanet's Investor Relations Are #1 For Bitcoin Treasury Companies👇
BitcoinTreasuries.NET@BTCtreasuries

NEW: Wall Street vet (@BTCBULLRIDER ) breaks down the colassal impact Saylor & MSTR are having in credit markets. We cover: 📌 STRC seasoning through a bear market = best marketing ever 📌 What mNAV calculations miss 📌 The 3 storms Bitcoin is built to survive Watch ⚡️

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Strategy
Strategy@Strategy·
$STRC ATM = ~3.5x $BTC Supply
Strategy tweet media
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Tyler Rowe
Tyler Rowe@TylerCompiler·
1926: "If it’s not a Hoover, it’s just a broom."🧹 2026: "If it’s not Strategy, it’s just a melting ice cube."🧊 Saylor is vacuuming bitcoin supply and locking it in a digital vault forever. There is no second best vacuum.🟠
Tyler Rowe tweet mediaTyler Rowe tweet media
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@Eh_0z @YChoueifaty @AlexandreLaizet @PeterSchiff @elonmusk @CJ_Bitcoin @BillyJigsaw8 @saylor