Bronze Age GG 🇨🇵
@GuerillaV2
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Investing at @UTXOmgmt | prev mining research @GalaxyHQ @Bitwiseinvest | Tending to my routing node ❤️.
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Joined July 2012
Excited to announce the first research collaboration between @UTXOmgmt and @BitwiseInvest ! . Forecasting Institutional Flows to Bitcoin in 2025/2026: Exploring the Game Theory of Hyperbitcoinization. The game has changed 🧵
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You know what that means right. 🚀🚀🚀.
🚨 BREAKING: US Treasury SHOCKINGLY runs a SURPLUS in June 2025, per CNBC. $27 BILLION, following -$316B in May. thanks to TARIFFS. APOLOGIZE TO SCOTT BESSENT and PRESIDENT TRUMP. "Increasing tariff collections are helping shore up the government finances."
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RT @intangiblecoins: january 2025. bitcoin all-time high $109.3k.ether $4100. april 2025. bitcoin $74.4k.ether $1383. july 2025. bitcoin al….
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🚨 Sources saying OTC desks are now even running out of PAPER BITCOIN!!!. THIS IS WILD 🚀
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The reality of Bitcoin Dominance.
its kinda wild to think btc is up 1.5 entire solana market cap on this tiny breakout so far.
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mNAV is not just a dumb ratio .It's directly tied to the market expectations of risk and pace of BTC accumulation . High mNAVs, just like high P/E ratios can be justified - 2 is not the standard, it's the bottom of the risk/accumulation curve.
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RT @GuerillaV2: 🚀 The replay of my talk with @lopp & @cryptoquick at @TheBitcoinConf in Vegas is now available on YouTube!. Massive thanks….
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RT @lopp: Less than an hour after @theinstagibbs announces a BIP to combine the functionality of CTV + CSFS + INTERNALKEY, we hit ATHs. The….
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🚀 The replay of my talk with @lopp & @cryptoquick at @TheBitcoinConf in Vegas is now available on YouTube!. Massive thanks to @BranBTC and @UTXOmgmt for making it happen and bringing light to one of the most challenging dilemma facing Bitcoin.
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MEMPOOL TREASURY COMPANIES . Acquire blockspace before it's too late.
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The correct BTC dominance ratio adjusted for vibes is 90%. GM.
Since spot crypto ETFs launched, Bitcoin ETFs have absorbed roughly $48.6bn while Ether ETFs sit near $4.3bn. However, the question lingers: how much of that is simply basis traders buying the ETF and shorting CME futures?. We paired daily Farside flow data with the hedge-fund
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RT @Crypto_Mags: Even North Korea traded the ETH it stole to Bitcoin, and you want to launch an ETH treasury company?. Bitcoin is the only….
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RT @BitcoinForCorps: TODAY: These 6 members of @BitcoinForCorps.have collectively added 2,974.42 BTC to their corporate treasuries. Corpor….
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100 Bitcoin podcasters vs 1 Gorilla Treasury Company . Who would win.
Would you rather fight one bitcoin treasury sized bitcoin podcaster? Or 100 bitcoin podcaster sized treasury companies?.
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Happy Independence Day to my American frens ❤️. Hope the aliens don't try that shit again 🇺🇸🇻🇮
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That's a MASSIVE difference compared to traditional BTC Treasury cos. @nakamoto has to ability to grow BTC/share in a NON-DILUTIVE manner . Study mNAV².
2/ At the heart is a repeatable flywheel:. ➤ Seed a public company.➤ Let markets re-rate above NAV.➤ Recycle that premium into more BTC.➤ Repeat—without dilution. Not just passive holding—it's a #Bitcoin refinery, converting equity premiums into long-term BTC reserves.
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There is no second best Bitcoin Stablecoin .@Ducatstable backed by @UTXOmgmt.
The @Ducatstable Liquidation Protocol means that for the first time, anyone can take part in liquidations directly on Bitcoin. Until now, liquidations have required smart contracts on other chains. We’ve built the first native liquidation protocol that runs entirely on Bitcoin.
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RT @DzambhalaHODL: UTXO has been behind most of the highly successful Treasury launches globally.
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RT @UTXOmgmt: Companies in the @UTXOmgmt portfolio acquired 3,518 BTC over the past week 🚀. Onwards! @H100Group @buymatador @Metaplanet_JP….
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