Sebastiaan 🛸💨
@seabastime
BTC, Capital B, H100 🚀
“I don’t realize it at the time but he had given me the key to investing: Find very a-symmetric bets that, if they paid off would give you a multiple of you money”. - The big print by @LawrenceLepard page 205. 👇🏻 Capital ₿ (@_Altbg) is this for me. It’s a a-symmetrical bet on…
$MSTR and other treasury companies are an arbitrage of the dislocation between the bitcoin future and todays fiat world. a sustainable and scalable $100-$200 trillion trade front-running hyperbitcoinization. scalable enough for most big listed companies to move to btc treasury.
NEW: CNBC says the White House digital assets report will include recommendations on “the feasibility of a strategic national stockpile of crypto” 👀
JUST IN: CNBC CONFIRMS WHITE HOUSE #BITCOIN AND CRYPTO REPORT WILL INCLUDE AN UPDATE ON THE "STRATEGIC NATIONAL STOCKPILE" NEXT WEEK 1st SBR UPDATE INCOMING. BUCKLE UP 🚀
🚨 Capital B down 50% in a month, while BTC is up. What’s going on? Simple: just holding Bitcoin isn’t enough anymore. Investors demand BTC yield. Not endless dilution. Not a declining NAV while BTC pumps. Here’s the wake-up call: •BTC yield is the new benchmark •Dilution…
The whole point of investing into BTC Treasuries is to outperform Bitcoin. And the metric to capture that is BTC Yield. If $MSTR falls to 5% BTC Yield per year and stays there, all the other factors will not matter, and I will exit my position. Their moat is only as…
When the MNAV % drops hard, I let my dopamine levels rise instead. Greetings from the Maldives 🌴☀️
🧵 Is Bitcoin Boring Now? Or is this just the calm before the next storm? Let’s take a look... 👇
REVIEW OF MY INVESTMENT THESIS ON CAPITAL B $ALTBG / $CPTLF IT COULD BE SUMMARIZED AS FOLLOWS: AM I FRUSTRATED WITH THE RECENT PRICE ACTION? YES, I AM. BUT I AM NOT ANXIOUS ABOUT THE LONG TERM ------------- WHAT HAPPENED RECENTLY 🔸A massive number of companies announced a…
A massive BTC bid is in play. Yet the price barely moves? ✴️ Here’s why: • BTC supply: 450/day • ETF + corporate demand: thousands/day • TWAP bots spread buys over time • OTC deals avoid the order book • Futures suppress spot price Demand is compounding. Price is lagging.…
🟧 Bitcoin new supply: 450 BTC/day ✅ Bitcoin BUY announcements (long list 👇) 🇺🇸 $MSTR has $50+ Billion authorized ATM (~500,000 BTC) 🇺🇸 $STRC IPO $2.5 Billion (closing 7/29) 🇺🇸 🇬🇧 $CEPO Adam Back & Cantor Fitzgerald SPAC w/ $1.5 Billion 🇯🇵 $MTPLF targets 210,000 BTC by 2027…
H100 - THE SWEDISH BITCOIN WAR MACHINE In this video, I dive into H100 Group AB - a health-tech company from Sweden that’s secretly become one of the fastest Bitcoin accumulators on the planet. These BITCOIN SWEDISH RASCALS just more than DOUBLED their Bitcoin stack in TWO…
Spot on!! 🎯
Sentiment is like a grave all across the BTCTC community. Lots of opportunities arise in these times. Here are two examples: @H100Group: For comparison, $H100 is ahead of $SWC. A stock that was the fastest to stack from 0 BTC. H100 has been around for 60 days as BTCTC, SWC had…
Time is always on our hand. Can’t time the market but unfortunate higher buy-ins will be “forgiven” in time if you just Hodl. Its not a altcoin, its a btc proxy. If btc go’s up the treasury go’s up and the mNAV and months to cover mNAV drops. When they buy more BTC for the…
Some people seem frustrated by the recent drop in $ALTBG’s price, and I get it—watching the price drop is never fun. But let’s take a step back to understand what’s happening and why this dip might not be as alarming as it seems. $ALTBG is a relatively new asset designed to…
🚀 We’re live; H100 now trading on the Frankfurt Stock Exchange (FWB) Ticker: GS9 🇪🇺 Volume-ready. Visibility on. Let’s roll. Meanwhile… - 117.93 BTC added - Total treasury: 628.22 BTC - Funded via convertible debt - H100 = 156 sats/share - 327M diluted shares Let’s Go ⚡️…
🚀 We’re live; H100 now trading on the Frankfurt Stock Exchange (FWB) Ticker: GS9 🇪🇺 Volume-ready. Visibility on. Let’s roll. Meanwhile… - 117.93 BTC added - Total treasury: 628.22 BTC - Funded via convertible debt - H100 = 156 sats/share - 327M diluted shares Let’s Go ⚡️…
🚀 We’re live; H100 now trading on the Frankfurt Stock Exchange (FWB) Ticker: GS9 🇪🇺 Volume-ready. Visibility on. Let’s roll. Meanwhile… - 117.93 BTC added - Total treasury: 628.22 BTC - Funded via convertible debt - H100 = 156 sats/share - 327M diluted shares Let’s Go ⚡️…
FMC (Forward months to cover mNAV) the most juicy it has been in a while. Metaplanet, Capital B, SWC at 3-4 months. H100, Coinsilium, BLGV, PXI all below 2 months. All basic mNAVs above 2.5, which means that the BTC treasury playbook is still working and all raises are…