$BTC | $MSTR | @TNorth | Creator of @The_PFFM H&W Trust 📱 and @_signalstation 🛰️
Joined March 2009
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“It’s a massive vacuum. Every single investment bank on Wall Street is out there marketing the anthropic deal, the open AI deal, Google deal the Spacex deal. Everybody has to come up with $400 billion of cash.” - Michael @saylor
Capital is chasing the IPO frenzy. It will revert back to pristine, scarce collateral as technology breakthroughs fuel access and expose moats. The network that doesn’t need a moat wins at the end. #MSTR #BTC
From @TradePMR event.
Strive just added 6,182 BTC for $511M, bringing it to 43,000 BTC, relentlessly pursuing #2 on the BTC treasury standings.
The funding is the story worth paying attention to. Warrant exercises plus a 15% perpetual preferred $SATS. As a reminder, that means no loans and no margin calls, but ~ $105M a year in dividends owed regardless of price.
AI companies borrow against GPUs that depreciate while @Strive is leveraging an asset that does the opposite. Two very different bets on the future of capital.
@HurdleRatePod @TimKotzman @AdamBLiv @IIICapital @PunterJeff @Werkman @ColeMacro
Music @NipseyHussle
The post of the cycle.
A brutal year for Bitcoin is just getting started.
Give me three minutes to explain why you should dump it now.
Outflows from ETFs are signal and will continue.
We will test the 57k low again in the next 12 months.
Why?
Because there are far too many dynamic places to put your money that are creating MUCH more value.
Why put your resources into a dead network that offers nothing beyond a store of value?
What's the point of place the BTC be if Bitcoin's Ponzi-scheme nature has gone away!?!
The viral nature of bitcoin was it's power... if you didn't own you were MOCKED!
Now? Completely reasonable, heck, SMARTER, to ignore bitcoin and place other bets!
No one is trying to convince people to buy Bitcoin anymore... the memes and NFTs are gone.
No one is saying $ BTC can change the world, because it won't — and BECAUSE AI HAS!
Just sell and shift from Bitcoin to Super Intelligence because one provides little to no value, and the other provides unlimited upside for humanity.
This should be obvious to everyone right now.
Bitcoin will never break its all-time high again.
Everything is a meme stock according to @mcuban. Wild take on valuation of the most powerful networks in the universe. The value the market puts on these networks is a premium because the thing we use to measure it requires us to escape it. The perpetual bid on the best brands is a function of a broken system.
@StevenBartlett
Weekly signal from @_signalstation Oct 19–Oct 25, 2026
captured 71 videos
Full breakdown on SignalStation: signalstation.app/equity/mst…
The traditional moat that existed in the Silicon Valley boom has dried up. This is a good thing. It will bring us back to a merit based ecosystem where the best products get to the top and need to defend the top with proof of work.
J64 - SignalStation.app retweeted
Use the cash flow and tax advantages from the real-estate playbook to accumulate $BTC.
Real estate generates the cash. Bitcoin captures the upside. @leonwankum and @GrantCardone are leading the charge.
A new playbook for corporate Bitcoin treasuries has been forming.
Via @BitcoinNewsCom @_Rob_Wallace
Music @MacMiller signals @_signalstation
Use the cash flow and tax advantages from the real-estate playbook to accumulate $BTC.
Real estate generates the cash. Bitcoin captures the upside. @leonwankum and @GrantCardone are leading the charge.
A new playbook for corporate Bitcoin treasuries has been forming.
Via @BitcoinNewsCom @_Rob_Wallace
Music @MacMiller signals @_signalstation
15% preferred yields. Billions in institutional capital. Money rotating from AI into $BTC
@BritishHodl and @PunterJeff make the case for new BTC all-time-highs incoming.
Is Wall Street about to fuel the next leg up? Listen to @JodyFlournoy via @DailyStackHQ - he is constantly pumping out content.
$ASST $SATA $SATS
@_signalstation
Music via @Nas
Digital credit investors may be getting overpaid for the risk right now. I agree with @stonychambers.
If rates fall and the market better understands the structure, today’s fixed yields could look very attractive in hindsight.
Via @TNorth @IIICapital
Music via @Logic301
@_signalstation
$STRC $SATA $BTC
As AI agents become real economic actors, they’ll need faster, safer, 24/7 settlement and traditional banking rails weren’t built to facilitate the needs of the demand. @jvisserlabs has been doubling down on this take.
If he’s right, crypto’s next major users may not be people, but people that have sent billions of agents to act on their behalf.
Via @JuliaLaRoche
Signals brought to you by @_signalstation
Strive is turning its capital structure into a moat, not just a financing tool. @PunterJeff sharpens his narrative each time he gets in front of the mic.
@TNorth $ASST
I’m out. @chamath sees a path to zero.
@moonshots_pod @PeterDiamandis @DaveBlundin @salimismail @alexwg
Signals from @_signalstation
bitcoin:native $SPCX
A centralized media hub to stay up to speed with what @Strategy and @Strive are saying out in the media outlet. Having to navigate across multiple sites to consume content isn’t good enough anymore. It’s why i built @_signalstation over the course of the last 18 months. Go use it and share it with the community.
@saylor @ColeMacro
