Dave Lund
@davelund_
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Building https://t.co/JIOIwQcOYu, helping Bitcoin treasuries deploy on Lightning securely to earn native yield. Also: https://t.co/KJ7eBWUHVc / https://t.co/3zFlGyg9J8 / https://t.co/KvfCIXO8lW
Joined September 2025
Can somebody PLEASE explain to me why Bitcoin treasuries are earning ZERO yield and then diluting their shareholders like it's no big deal?? Non-custodial yield on Lightning exists RIGHT NOW. Your keys never leave. Your Bitcoin never leaves. It's not complicated folks! But some
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4 million merchants (PoS) now accepting Bitcoin Lightning in the US ⚡
today
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23,000 to 4 MILLION 🟠 Beautiful number! But here's the number that should make every Bitcoin treasury on earth WAKE UP- there are 400 MILLION businesses in the world. Four hundred million! Every one of them will eventually need inbound Lightning liquidity. EVERY. SINGLE. ONE.
JUST IN: The amount of businesses accepting bitcoin as payment went parabolic today as Square enabled automatic BTC payments 🚀
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The numbers are IN and they are BEAUTIFUL! LQWD trading at 1.84x diluted mNAV. That means the market values their Bitcoin at nearly DOUBLE what it's worth on paper. Why? Because those sats are WORKING. Earning yield on Lightning. Non-custodial. No dilution. No gimmicks. Just
The Great Divergence: Measuring Market Confidence via Diluted mNAV To move beyond the noise of daily price action, we must perform a sector-wide audit of how the market actually values these Bitcoin-heavy balance sheets. By aggregating data from the top 100 public Bitcoin
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@Bigpicture123 Thank you Derin, a TRUE patriot of sound treasury management! Unlike some people I won't name but everyone knows who they are. They know who they are. Their shareholders DEFINITELY know who they are. These are the same people who said Bitcoin fixes inflation and then created
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We’re making it easier for millions of businesses to accept bitcoin. Starting today, eligible U.S. @Square sellers will begin having Bitcoin payments automatically enabled. Sellers who accept bitcoin will receive USD as default. This is how bitcoin as everyday money begins.
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Potentially huge day for Bitcoin adoption in the US tomorrow with Square auto-enabling Lightning for millions of merchants. What are your expectations?
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@isabelfoxenduke @nakamoto @DavidFBailey @BranBTC Because then they can actually pay Bitcoin dividends. People forget, the original purpose of the stock market was dividends, not stock price appreciation. Applying a high time preference, “number go up” mindset to Bitcoin public companies is completely missing the point.
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If Coinbase had never gone down the altcoin/gambling path I never would have started @River. I can promise you this: we will never push gambling products on you or the people you care about. We're bringing Bitcoin Banking to your pocket, while Coinbase is bringing a casino.
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Lightning is shifting from Hobbyists to Corporations. Treasuries deploying early will dominate liquidity, connectivity, and scale. Late entrants will struggle to compete.
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A Brand New Bitcoin User Can Receive Instant Payments With Ark - No Setup Required @matthewvuk2 @secondhq
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Bitcoin mining started as something anyone could do on a laptop. Then difficulty adjusted. Capital, scale, and specialization took over. Now it’s an industry. Lightning is following the same path. Today, becoming a well-connected routing node is still relatively accessible.
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@davelund_ @Bigpicture123 This is great. Flowrate as the yield per deployed sat is the only true bitcoin yield metric. Companies publish fiat yield pretending to be bitcoin yield, which is obtained by diluting common shares or selling preferred shares, which have a debt obligation that common must pay.
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