Will your children remember you as the Bitcoin Hero, or the Fiat Villain?

People out here calling tops when the buys haven’t even started yet for any of the big launches 😂

Had a great time catching up with @stephanlivera on Bitcoin, LBEs, crypto regulatory capture and more:

Bitcoin treasuries are no longer just cash buys. Corporations are issuing bonds to acquire BTC—creating a new form of strategic leverage. Lyn Alden breaks down what this means for Bitcoin’s next stage of adoption and the risks that come with it. 🧵👇

“Bitcoin is one of those assets you tell the people you care about.” 🧡 — @BenWerkman, Swan CIO

Bitcoin’s Volatile Dominance with Cory Klippsten | SLP677 @Coryklippsten, CEO @Swan joins me to discuss why altcoins still trend down in BTC terms, Leveraged Bitcoin Equities, and regulatory shifts in DC. We also chat in depth about Bitcoin’s long-term outlook, and rising institutional interest. (00:00) - Intro (01:51) - Is it a season of altcoins or Leveraged Bitcoin Equities (LBEs)? (04:27) - Bitcoin’s dominance & reducing volatility vs LBEs (13:30) - The role of Convertible Debt and Preferred Shares (18:43) - Are LBEs sustainable? (23:46) - What are the jurisdictional advantages of various LBEs? (28:56) - What is the future of Bitcoin accumulation strategies? (34:07) - Bitcoin mining companies vs. LBEs (39:39) - Competition among the Bitcoin accumulators ( $NAKA, $SQNS etc.) (43:09) - The speculative attack of LBEs (51:41) - Cory’s perspective on the recent crypto laws passed in DC (57:50) - Will the CLARITY act help the open source devs? (1:01:01) - Closing thoughts

For those who ask why we primarily cover $MSTR on the @MSTRTrueNorth live streams, this is why. Constant innovation and thought leadership. The pace at which @Strategy has been deploying and developing this playbook is truly impressive.

Strategy is offering $STRC (“Stretch”), a new Perpetual Preferred Stock via IPO, to select investors. $MSTR

Bitcoin is eating sell pressure like never before. This isn’t retail mania. It’s corporate treasuries, SPAC whales, and institutional permanent capital locking up the float. If you don’t understand these new dynamics, you’ll miss the biggest shift of this cycle 🧵👇

Top 20 for $SQNS 🚀