Brian Brookshire
@btc_overflow
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Bitcoin and Bitcoin Treasuries | frmr Head of Bitcoin Strategy @H100Group
New York
Joined March 2023
Look, the strategy is really simple. Keep DCA-ing into #Bitcoin. That's it. Seriously, you can stop reading here.
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$MSTR is not a complicated bet. Either bitcoin price appreciation outpaces dividends or it doesn't. Take the bet or don't. But if you don't like the strategy, there's no point holding onto the stock and crying about Saylor doing what he said he was going to do.
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If 2026 is an end of cycle down year for BTC, not guaranteed but risk can't be written off, then it's better for Strategy to raise dividends at current prices than at a time when the stock could be down a further 50% from here.
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Zero chance of Strategy collapsing in the next couple years. Dividend obligation bears in shambles.
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I'm structurally bullish on commodities as the other end of the barbell from bitcoin. @FMTadvisory has been pure signal on this.
FMT has been ridiculously long silver. It was inevitable: either the world would run out of silver or we’d have the mother of all bull markets. Oil has entered the same paradigm as silver —before its historic and current rally. The time is close for oil. The following is an
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The expected increase in Strategy's USD reserve. Funded with ATM on the common.
Strategy has increased its USD Reserve by $748 million and now holds $2.19 billion and ₿671,268.
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Whenever I visit my hometown for the holidays, I'm always reminded that there's something ineffable about being "from" someplace that never leaves you. Wherever you may be this holiday season, I hope you have a good one.
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$MSTR cash reserve increase inbound.
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The birth of the HODL meme. One man's self-reflection on his limitations as a trader that every bitcoiner should read.
🔥 HISTORY: On this day in 2013, a drunk forum post misspelled “hold” as HODL, while pledging never to sell, and a Bitcoin meme was born.
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The tail is wagging the dog right now, but let's see if BTC price can catch an air pocket to the upside after Dec 26 once we clear these options expiries.
The $415M Gamma Flush: Why The Next 8 Days Define The Cycle The narrative isn't just about tomorrow. We are staring down the barrel of a "Double-Barreled" Liquidity Event that will wipe 67% of the entire derivatives board clean by December 26th. Bitcoin is trading at $88,752,
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It's about 6x the flows from $IBIT to the number one spot. Imagine ETF flows when bitcoin has a good year.
$IBIT is the only ETF on the 2025 Flow Leaderboard with a negative return for the year. CT's knee-jerk reaction is to whine about the return but the real takeaway is that is was 6th place DESPITE the negative return (Boomers putting on a HODL clinic). Even took in more than $GLD
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There are hedge funds working on leveraging $STRC, in combination with other derivatives, to build yet higher yielding products...
Michael Saylor explains how a bank could use his preferred equity products like $STRC to build a higher yielding bank account for their customers.
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I'm still very long Metaplanet and consider it a top candidate to take the number 2 spot, second only to Strategy, on the global Bitcoin treasury rankings. Looking 3-4 years out, I think only the combined might of Cantor + SoftBank behind XXI poses Metaplanet real competition.
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The new Metaplanet ADRs trading OTC under the ticker $MPJPY will expand liquidity and market access in the US. I hope they will consider configuring the ADRs to bring Metaplanet out of penny stock status (e.g., such as by representing 3350.T shares 10:1 per ADR).
U.S. trading of Metaplanet ADRs begins December 19. Ticker: $MPJPY This directly reflects feedback from U.S. retail and institutional investors seeking easier access to our equity. Another step toward broader global participation in Metaplanet.
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Imagine stablecoins backed by digital credit rather than treasuries. Talented, ambitious team behind this project.
Introducing Saturn: The Tether of Digital Credit Welcome to the future of money More details coming soon
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The leverage games will continue until people stop gambling on perps and just stack some real BTC.
🚨BREAKING: Bitcoin pumped $3,300 and liquidated $106 million worth of shorts in just 30 minutes. But then it dumped $3,400 and liquidated $52 million worth of longs in next 45 minutes. Insane level of manipulation in crypto.
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$MTPLF uplist process now in motion …. Metaplanet submitted Form F-6 to the U.S. SEC on December 12, 2025, applying for the registration of American Depositary Shares (ADS). The depositary bank is Deutsche Bank, with 1 ADS equivalent to 1 common share.
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SBF fraud and 3AC contagion weren't primary causes of the prior Bitcoin cycle ending. They were instances of finding out who was swimming naked when the liquidity tide went out. 2025 was absent massive fraud and contagion, but still liquidity challenged.
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If you're worried about AI's impact on American workers, just wait until ham fisted regulation pushes it overseas and America hands the lead over to China.
I will be pushing for a moratorium on the construction of data centers that are powering the unregulated sprint to develop & deploy AI. The moratorium will give democracy a chance to catch up, and ensure that the benefits of technology work for all of us, not just the 1%.
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