Bitcoin Treasury Enthusiast. Sat Native. Treasury Orange. Head of Video at https://xitter.cf/t.co/GtaDkmvK6z https://xitter.cf/t.co/X2mDwW7zI2
Miami, FL
Joined March 2012
- Tweets3.5K
- Following471
- Followers2.7K
- Likes6.5K
Tyler Rowe retweeted
🚨 BREAKING NEWS 🚨
The Palmieri family is officially invested in $ASST, $SATA, and $SATS.
My dad watched my interview with @ColeMacro of @Strive and bought all three before even speaking with me. 🤣
A testament to how challenging, candid interviews can build investor confidence. 👏 💪
Watch on YouTube here: youtu.be/cCnvVTbfDC8?is=0CP1…
Tyler Rowe retweeted
JUST IN: $13 Trillion Vanguard's Mid-Cap Index Fund ($VMCIX) just disclosed it has increased its stake in #Bitcoin treasury company Strategy $MSTR by 639,039 shares ($92.7 million).
It now holds a total of 7.8 million shares ($1.13 billion).
9% stake increase by the world's 2nd-largest asset manager 🔥🚀
Tyler Rowe retweeted
JUST IN: Strive's Jeff Walton (@PunterJeff) just said, "This is a #Bitcoin gold rush. We're all trying to accumulate as much BTC as humanly possible."
"We know we're in a debt crisis, they're going to print more money, and we want to be at the forefront of the new monetary ecosystem."
"We are attracting new capital from different pools to the market, and that fundamentally changes how BTC will operate in the future." 🔥🔥
Tyler Rowe retweeted
Joined RE: Bitcoin with @chasepalmieri. He asked several excellent in-depth questions about Strive I've never been asked publicly before. Hope you enjoy the conversation.
TIMESTAMPS
00:00 - Strive and Bitcoin Amplification
01:50 - Amplification Risk and Reward
04:04 - Market Demand and Institutions
06:57 - Outperforming Bitcoin
10:06 - Growth and Capital Strategy
13:00 - Bitcoin Balance Sheet and Digital Credit
18:01 - Daily Dividends and Market Impact
21:04 - Collaboration and Competition
24:50 - Digital Credit Yields and Risks
29:59 - Bitcoin Loans and Collateral
39:48 - Long-Term Strategy and Outlook
$ASST $SATA $SATS
Tyler Rowe retweeted
No questions off-limits. No topics shared in advance. No edits after recording.
Unfiltered alpha for investors who want to understand not just their investments, but the people and thinking behind them.
YouTube: youtu.be/cCnvVTbfDC8?is=e8J_…
Joined RE: Bitcoin with @chasepalmieri. He asked several excellent in-depth questions about Strive I've never been asked publicly before. Hope you enjoy the conversation.
TIMESTAMPS
00:00 - Strive and Bitcoin Amplification
01:50 - Amplification Risk and Reward
04:04 - Market Demand and Institutions
06:57 - Outperforming Bitcoin
10:06 - Growth and Capital Strategy
13:00 - Bitcoin Balance Sheet and Digital Credit
18:01 - Daily Dividends and Market Impact
21:04 - Collaboration and Competition
24:50 - Digital Credit Yields and Risks
29:59 - Bitcoin Loans and Collateral
39:48 - Long-Term Strategy and Outlook
$ASST $SATA $SATS
Tyler Rowe retweeted
big shout to @strive
will be put to good use 🫡
OpenSats has received the first donation from @Strive under its recurring monthly commitment to support a stronger and more robust open source ecosystem.
🧡🌐
opensats.org/blog/opensats-r…
Tyler Rowe retweeted
The ETF Playbook Episode 01 is live on YouTube: youtu.be/Le2FIFWcLgk
🤖 Made with AI
Tyler Rowe retweeted
LIVE: Strive $ASST is racing to #2 on the Bitcoin treasury leaderboard — and $SATS just started trading. @GrafYves, @TheOtherParker_ & @TylerCompiler break it down.
📌 36,818 BTC and counting
📌 $700M raise, 2x oversubscribed
📌 Is $STRC mispriced vs $SATA?
Watch ⚡️
xitter.cf/i/broadcasts/1nxeLMppo…
Tyler Rowe retweeted
People 👏 That 👏 Use 👏 Fiat 👏 Currency👏 As 👏A 👏 Store 👏 Of 👏 Value 👏 Are 👏 Poor. 👏
Tyler Rowe retweeted
JUST IN: Strategy's Michael Saylor just said they could become a trillion-dollar company with digital credit as their main business.
"The future of $MSTR is based on converting #Bitcoin capital into credit. Equity will outperform BTC if the credit is good."
"Digital credit is the product, equity is the byproduct. If the credit works, we should trade at a premium." 👀🔥
Tyler Rowe retweeted
After a busy start to October for @XCEofficial , it was good to sit down and share the story last week.
1. @OneChairPod with @GrafYves. Full 40 minutes on the XCE model is out
2. @TimKotzman. Full episode out, "Diluted on LinkedIn, Concentrated on X"
3. Recorded with @TylerCompiler for @BTCtreasuries on Friday. Out soon
4. @BusinessForSale covered the James Gray acquisition
In the XCE group;
Great first full week from the James Gray team, with one of the team already hitting their quarterly target 👏
This week is full of quality meetings, with lots of opportunity to progress through the quarter.
The Aquis Showcase public vote closes at 10am today. Feel free to vote for XCE.
Links below 🫡
🟠 $XCE | AQSE: XCE | OTCQB: XCELF
Tyler Rowe retweeted
This is very possible if inflation returns, YCC engages and BTC begins to reprice.
NEW: @GrainOfSaltSF is on the record. Strategy $MSTR above 1.5 million #Bitcoin by December 31, 2027.
📌Strive $SATS at 15%: unprecedented fixed rate
📌The worst bond chart in history
📌Bitcoin's 30% CAGR can send Strive $ASST to 100,000 BTC in 2027.
Watch ⚡️
TIMESTAMPS:
0:00 Intro
0:26 Why $SATS is unprecedented
1:23 Fixed 15% vs $SATA's floating rate
1:51 A junior product built for junk bond buyers
4:08 Bond math: a 30% effective yield at $50
6:15 Raising $500 million on $SATS
6:43 Why $SATA won't sell below $100
8:52 Paid daily, cumulative if missed
10:47 Where will $SATS trade?
12:59 Prefs become a curve
13:52 $MSTR vs $ASST amplification
15:39 Net leverage vs amplification
20:25 Amplification is bond math
22:54 Total return beats yield
24:30 Can Strive do this forever?
25:44 The 15% hurdle for new entrants
26:52 Buying $SATS at $80
28:21 Pull to par for perpetual prefs
30:09 Strive's $500 million buyback fund
32:47 Strategy's 2 cash reserves
34:59 The death spiral that never came
37:33 Back to the 1970s rate shock
38:55 The worst chart in history
42:17 18% mortgages and the 1981 peak
46:03 A US Treasury that fell 18% in 1 year
48:55 Backed by Bitcoin, not a debasing dollar
50:51 The debasement hurdle
53:30 Should Saylor slow the common ATM?
57:02 Nobody catches Strategy
57:55 Strive's common ATM plan
58:46 What happens if Bitcoin doubles
1:01:25 Tyler vs Grain: issuing at $80
1:05:18 The levers now work both ways
1:06:29 New terms every 3 to 6 months
1:12:01 Outro
Tyler Rowe retweeted
Appreciate the feature @TylerCompiler !
Pro-tip-> watch my full video at 1.5 to 2.X speed!!
Full context + my research hub here 👇
NEW: @GrainOfSaltSF is on the record. Strategy $MSTR above 1.5 million #Bitcoin by December 31, 2027.
📌Strive $SATS at 15%: unprecedented fixed rate
📌The worst bond chart in history
📌Bitcoin's 30% CAGR can send Strive $ASST to 100,000 BTC in 2027.
Watch ⚡️
TIMESTAMPS:
0:00 Intro
0:26 Why $SATS is unprecedented
1:23 Fixed 15% vs $SATA's floating rate
1:51 A junior product built for junk bond buyers
4:08 Bond math: a 30% effective yield at $50
6:15 Raising $500 million on $SATS
6:43 Why $SATA won't sell below $100
8:52 Paid daily, cumulative if missed
10:47 Where will $SATS trade?
12:59 Prefs become a curve
13:52 $MSTR vs $ASST amplification
15:39 Net leverage vs amplification
20:25 Amplification is bond math
22:54 Total return beats yield
24:30 Can Strive do this forever?
25:44 The 15% hurdle for new entrants
26:52 Buying $SATS at $80
28:21 Pull to par for perpetual prefs
30:09 Strive's $500 million buyback fund
32:47 Strategy's 2 cash reserves
34:59 The death spiral that never came
37:33 Back to the 1970s rate shock
38:55 The worst chart in history
42:17 18% mortgages and the 1981 peak
46:03 A US Treasury that fell 18% in 1 year
48:55 Backed by Bitcoin, not a debasing dollar
50:51 The debasement hurdle
53:30 Should Saylor slow the common ATM?
57:02 Nobody catches Strategy
57:55 Strive's common ATM plan
58:46 What happens if Bitcoin doubles
1:01:25 Tyler vs Grain: issuing at $80
1:05:18 The levers now work both ways
1:06:29 New terms every 3 to 6 months
1:12:01 Outro
Tyler Rowe retweeted
Strive $ASST is rewriting the Bitcoin Treasury playbook! 🔥
And with its $700M $SATS IPO, the race for the #2 spot is heating up!
@TylerCompiler from @BTCtreasuries joined us to break it all down.
Just look at what's happening with Strive:
→ 4,045 BTC acquired in a single week.
→ $700M $SATS IPO, introducing a second preferred capital-raising engine.
→ Potentially 44,000+ BTC in total holdings by next week, putting Strive at the #2 spot.
And imagine what happens when the bull market kicks into gear.
We also dive into:
🔸 Strategy $MSTR spending over $1B on $STRC buybacks. Why is it still struggling to reach par?
🔸 How could $SATS strengthen $SATA, improve Bitcoin coverage, and help push it back to par?
🔸 Could Strive reach 100,000 BTC by the end of 2027?
🔸 Metaplanet's US expansion through Super Planet $SUPA.
🔸 Why perpetual preferred equities could fundamentally transform the Bitcoin Treasury industry.
The race is entering a whole new phase, and the financial engineering behind it is fascinating.
00:00 Intro: Strategy, Strive & the Bitcoin Treasury Race
01:16 Strategy's STRC Buyback: Is It Working?
02:33 Should Strategy Raise STRC's 12% Dividend?
06:01 Are STRC Buybacks Signaling Weakness?
10:08 What Happens to STRC if Bitcoin Hits $100K?
10:58 Strive's Explosive Growth: 4,045 BTC in One Week
13:34 Why Strive Is the Fastest-Growing Bitcoin Treasury
15:42 SATS Explained: Is a 15% Yield Worth the Risk?
19:00 Can SATS Push SATA Back to $100 Par?
24:20 Could Strive Become the Next Strategy?
26:59 Can Strive Reach 100,000 BTC by 2027?
30:17 Bitcoin Amplification: Strive vs Strategy
32:26 Metaplanet's US Expansion: Super Planet (SUPA)
35:23 The Future of Bitcoin Treasury Companies
38:16 Where to Follow Tyler Rowe & BitcoinTreasuries.net
Full episode 👇
Tyler Rowe retweeted
NEW: @GrainOfSaltSF is on the record. Strategy $MSTR above 1.5 million #Bitcoin by December 31, 2027.
📌Strive $SATS at 15%: unprecedented fixed rate
📌The worst bond chart in history
📌Bitcoin's 30% CAGR can send Strive $ASST to 100,000 BTC in 2027.
Watch ⚡️
TIMESTAMPS:
0:00 Intro
0:26 Why $SATS is unprecedented
1:23 Fixed 15% vs $SATA's floating rate
1:51 A junior product built for junk bond buyers
4:08 Bond math: a 30% effective yield at $50
6:15 Raising $500 million on $SATS
6:43 Why $SATA won't sell below $100
8:52 Paid daily, cumulative if missed
10:47 Where will $SATS trade?
12:59 Prefs become a curve
13:52 $MSTR vs $ASST amplification
15:39 Net leverage vs amplification
20:25 Amplification is bond math
22:54 Total return beats yield
24:30 Can Strive do this forever?
25:44 The 15% hurdle for new entrants
26:52 Buying $SATS at $80
28:21 Pull to par for perpetual prefs
30:09 Strive's $500 million buyback fund
32:47 Strategy's 2 cash reserves
34:59 The death spiral that never came
37:33 Back to the 1970s rate shock
38:55 The worst chart in history
42:17 18% mortgages and the 1981 peak
46:03 A US Treasury that fell 18% in 1 year
48:55 Backed by Bitcoin, not a debasing dollar
50:51 The debasement hurdle
53:30 Should Saylor slow the common ATM?
57:02 Nobody catches Strategy
57:55 Strive's common ATM plan
58:46 What happens if Bitcoin doubles
1:01:25 Tyler vs Grain: issuing at $80
1:05:18 The levers now work both ways
1:06:29 New terms every 3 to 6 months
1:12:01 Outro
Tyler Rowe retweeted
NEW: Strive $ASST 100,000 BTC. Strategy $MSTR 1.5 million BTC. Both by the end of 2027.
@GrainOfSaltSF put his name on it. "I don't think that's a crazy number."
Over or under? 🔥
Full episode with Grain & @TylerCompiler below 👇
NEW: @GrainOfSaltSF is on the record. Strategy $MSTR above 1.5 million #Bitcoin by December 31, 2027.
📌Strive $SATS at 15%: unprecedented fixed rate
📌The worst bond chart in history
📌Bitcoin's 30% CAGR can send Strive $ASST to 100,000 BTC in 2027.
Watch ⚡️
TIMESTAMPS:
0:00 Intro
0:26 Why $SATS is unprecedented
1:23 Fixed 15% vs $SATA's floating rate
1:51 A junior product built for junk bond buyers
4:08 Bond math: a 30% effective yield at $50
6:15 Raising $500 million on $SATS
6:43 Why $SATA won't sell below $100
8:52 Paid daily, cumulative if missed
10:47 Where will $SATS trade?
12:59 Prefs become a curve
13:52 $MSTR vs $ASST amplification
15:39 Net leverage vs amplification
20:25 Amplification is bond math
22:54 Total return beats yield
24:30 Can Strive do this forever?
25:44 The 15% hurdle for new entrants
26:52 Buying $SATS at $80
28:21 Pull to par for perpetual prefs
30:09 Strive's $500 million buyback fund
32:47 Strategy's 2 cash reserves
34:59 The death spiral that never came
37:33 Back to the 1970s rate shock
38:55 The worst chart in history
42:17 18% mortgages and the 1981 peak
46:03 A US Treasury that fell 18% in 1 year
48:55 Backed by Bitcoin, not a debasing dollar
50:51 The debasement hurdle
53:30 Should Saylor slow the common ATM?
57:02 Nobody catches Strategy
57:55 Strive's common ATM plan
58:46 What happens if Bitcoin doubles
1:01:25 Tyler vs Grain: issuing at $80
1:05:18 The levers now work both ways
1:06:29 New terms every 3 to 6 months
1:12:01 Outro
Tyler Rowe retweeted
Super League stockholders have approved every proposal at last week's annual meeting, including:
✅ Issuance of common stock and warrants to Metaplanet
✅ Name change to Superplanet, Inc. ($SLE -> $SUPA)
✅ Increase in authorized preferred shares from 10m to 100m
At closing, Metaplanet will contribute 2,100 BTC + $2.5m USD in exchange for 44.86m common shares, 100 shares of Strategic Alliance Preferred Stock, and common stock warrants representing up to ~$3.4b of potential equity capital.
Based on the ~3.0m Super League shares outstanding as of September 29, Metaplanet would own ~93.7% of Superplanet's common stock at closing. All shares to be held by Metaplanet are subject to a five-year lock-up.
The Strategic Alliance Preferred carries no preferred dividend or liquidation preference; its purpose is governance. While Metaplanet holds it, Metaplanet's consent is required for charter amendments, mergers or changes of control, and designation of a board majority.
As outlined in the proxy, Superplanet intends to grow BTC per share primarily by issuing senior, non-convertible perpetual preferred stock rather than debt.
Metaplanet will also hold a 24-month right to subscribe for up to $210m of unlisted Junior Liquidity Support Preferred Stock. If issued, it would pay SOFR + 4.00% and rank junior to any senior preferred Superplanet may issue, allowing Metaplanet to provide subordinated capital in support of the balance sheet.
A new chapter begins soon. 🇺🇸🪐