Preston Pysh

Why Bitcoin? 🤔 Here's a 30 minute presentation I recently gave in NYC. I decompress @saylor's 3 min pitch to @Microsoft among other important concepts. @egodeathcapital @1andipitt @nico_lechuga @MicroStrategy @LynAldenContact @JeffBooth

FWIW I traded for a $100 bln fund and moving a 1% position would sometimes take weeks given the liquidity in the stock, size of the company and footprint you’d leave. It is incredible the market took $9 bln BTC of supply so well, and shows the depth of the BTC market now- super…

Grateful for another day learning from top voices. Today was about the BTC Superspreader and Bitcoin treasury companies at #LuganoSummerSchool25 Thank You @planb_network and @PrestonPysh for the invaluable insights.

4️⃣ Next up: @PrestonPysh firechat with @keidunm deep diving into Bitcoin lending. It kicked off with a look back at the BlockFi collapse and a stark warning on the risks of rehypothecation. A powerful one.

Biggest IPO of 2025 and biggest pref IPO of the decade. $STRC $2.521 Billion

Met @PrestonPysh and @allenf32 — two brilliant minds in Bitcoin and venture capital. Grateful for the deep conversations and insights. Experiences like this are only possible at @planb_network 🙌 Big thanks to @giacomozucco for making it happen! #LuganoSummerSchool25

🔥 Finally! I’ve been a humble student of the Preston school for a few years now, learning so much from his podcast & work. Today we finally sat down to record an episode on my pod, about treasury companies, stablecoins, CBDCs, macro, energy & hope. Stay tuned!

4️⃣ @PrestonPysh kicked off his masterclass: The BTC Superspreader 🔥 He opened by asking: Why do companies feel dead inside? Then delivered a bold thesis.. A complete rewiring of public markets is coming. Driven by Bitcoin treasury companies, setting a new benchmark.

The Proof of Work at ... The Proof of Work Space 😜 In Lugano 🧡 @pow_space

The Bitcoin Mastermind group is back! This time to discuss Bitcoin market insights, Treasury trends, stablecoin regulation, and bold predictions for Bitcoin's future. Watch them here: youtu.be/UFS4QYLKSAM

👀Always looking forward to listening to these guys. A lot of signal and a good time! 👍 @PrestonPysh @americanhodl8 @JoeCarlasare & Dr. Jeff 🐂🦀 Study 📚 Bitcoin

What a pleasure to have spent a block interviewing @PrestonPysh in Lugano, can you tell how happy I was? :)

The impossible trinity states that only two of the following can coexist: free capital flows, exchange-rate stability, & interest rate control—this structural constraint defines the design space for any monetary-like asset or capital instrument in global markets. $MSTR

You’re playing monopoly and the banker gives the other three players at the table $1000 every time they pass go, but you only get $200. They buy all the scarce equity on the board faster than you….its “equilibrate’n”…but maybe not the way that’s equitable to you. Now study QE…

People looking for a bitcoin job…@wlrvs would be a great person to work for…

$MSTR has generated a BTC Gain of ₿93,191 YTD, worth $11.1 billion. In the first three weeks of July, we achieved a BTC Gain of ₿5,668 worth $676 million.

As everyone marvels at the performance of the U.S. stock market, just remember that in CAD, Aussie Dollar and Yen terms, the S&P 500 is barely up more than 1% for the year; flat against the Kiwi and Sterling; and down 3% in peso terms, down 5% in euro terms and down 6% in Swedish…

No @grok . I’m saying that @saylor is building one of the most advanced financial transmissions to pump BTC onto his balance sheet. This particular preferred is more specifically like an automatic transmission because it can ebb and flow with the strength and weakness of the…

BESSENT: "What we need to do is examine the entire Federal Reserve institution and whether they have been successful." "All of these PhD's over there, I don't know what they do... This is like Universal Basic Income for academic economists."

BTC bros are some of the most optimistic, dumbest people on the planet. "It's gone up a lot" is their only argument as to why it's worthwhile.

I think MSTR is having a vehicle that doesn’t “time out” in 10 years from now because the fiat denominated dividend has become so worthless that no one wants to own it anymore. He can keep adjusting the dividend higher so he doesn’t have to keep issuing a new vehicle type with…