Jeff Walton
@PunterJeff
VP of Bitcoin Strategy @strivefunds | @MSTRTrueNorth Founder | @HurdleRatePod | Ex Reinsurance Broker | #Bitcoin & $MSTR | Upgrade the World 🟩👆🏼Higher
🎉I've got a Bitcoin Job! 🎉 VP of Bitcoin Strategy 🫡 Let's Strive for Bitcoin 🟩👆🏼Higher $ASST $MSTR Bitcoin $STRK $STRF $STRD
I quit my job. Going Bitcoin full time. Come hang out for a few x.com/i/broadcasts/1…
Hurdle Rate Episode 19 out now. Fresh takes on $STRC, Fixed Income, Structured finance, Duration, $STRC as Collateral, BTC backed credit, landscape of the Bitcoin marketplace, etc. A huge wave of capital isn't a STRC
Welcome back to The Hurdle Rate Podcast. Episode 19: A Huge Wave of Capital isn't a STRC. The crew is back with the latest on @Strategy's new preferred product STRC, real estate versus perpetual preferred, the question of winter and more. Here's the latest with @BenWerkman,…
Y'all should get to know @ColeMacro The guy ran a $70B Fixed Income portfolio for the LARGEST public pension fund in the US (Calpers) Perhaps a valuable skillset in light of the BTC backed credit innovations over the last 6 months... Great convo with @TheBitcoinLayer
🚨NEW VIDEO🚨 This CEO Just Raised $750 Million to Buy Bitcoin With ZERO Debt Nik welcomes @StriveFunds CEO @ColeMacro to unpack the $750 million raise that positions Strive as one of the largest corporate bitcoin holders.
Strategy just posted it's 8th highest closing price in company history, with 11x more Bitcoin than the next closest company, while announcing a NEW stablecoin-ish preferred equity instrument, and 8 days from releasing the largest Net Income earnings report in company history.…
For some "behind the curtain" perspective: The Section 351 Bitcoin exchange post below went through the following: 1. 52 hours from draft to post 2. 26 emails 3. 3 legal team reviews 4. 10 phones calls 5. 6 revisions Hard work behind the curtain that most of X doesn't see…
Strive is now accepting interest in an exchange of Bitcoin for $ASST shares from accredited investors via a one-time Internal Revenue Code Section 351 exchange DEADLINE: 2PM ET on 8/1/25. 11 days to quantify FOMO What does this mean & how do I participate? See 🧵 below
Strategy tracking day 349 $MSTR now ranked 87th largest US company by market cap ($120.9B) Jumped 2 companies today on a 0.03% gain 👀. Applovin in the rear view & Lawn mowers and Real Estate annuities in the crosshairs Day 15 in a row of qualifying for S&P 500 16th largest…
Strategy tracking day 348 $MSTR now ranked 89th largest US company by market cap ($120.8B) Jumped 1 company today. Neck and neck with lawn mowers and HR processing Day 14 in a row of qualifying for S&P 500 16th largest publicly traded equity by volume
$MSTY never stood a chance 444 days of relentless execution from @nithusezni
Orange Pill Investor ep 444 - MSTY calls for mercy x.com/i/broadcasts/1…
Strategy tracking day 348 $MSTR now ranked 89th largest US company by market cap ($120.8B) Jumped 1 company today. Neck and neck with lawn mowers and HR processing Day 14 in a row of qualifying for S&P 500 16th largest publicly traded equity by volume
Strategy tracking day 347 $MSTR now ranked 90th largest US company by market cap ($119.3B) 8th highest close in company history. Fell 7 companies today, and 2 this week. Back below retail lawn mowers, HR processing and AppLovin Day 13 in a row of qualifying for S&P 500 13th…
Feels like the excitement around preferred equity has 100x’ed in the last 6 months. Rightfully so. World changing innovation, At break neck speed.
Imagining a future where all equities are tokenized... Would $STRC then be a $USDT and $USDC killer?... 👀 Good lord 🟩👆🏼
"Winter's not coming back" "You've got my company that's raising billions and billions of dollars, so the writing is on the wall, Bitcoin's moving 🟩👆🏼Higher" Prescient interview from @saylor a month ago Quintuple threat ATM with the launch of $STRC. @Strategy fully torqued…
Strategy is offering $STRC (“Stretch”), a new Perpetual Preferred Stock via IPO, to select investors. $MSTR
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