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@btc_overflow Avatar @btc_overflow Brian Brookshire (Bitcoin Overflow)

Brian Brookshire, also known as Bitcoin Overflow, has been discussing the Bitcoin Treasury Company (BTC TC) space, specifically the growth and developments of various companies such as $MSTR, $MTPLF, $SWC, and $NAKA. The BTC TC sector is heating up, with companies accumulating Bitcoin and exploring new capital markets strategies, including preferred stock launches and ATM (At-The-Market) offerings. Brookshire has also been commenting on the competitive landscape and potential for growth in the sector, particularly in East Asia.

Engagements: XXXXXX #

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Social Influence

Social category influence cryptocurrencies #921 finance XX% stocks XX% currencies X%

Social topic influence bitcoin #361, $mstrs #5, ceo 8%, the first 8%, $sata #3, hodl #52, if you #4720, $mstr #602, $btc #2986, $strc #14

Top accounts mentioned or mentioned by @zynxbtc @mochastrategy @bigpicture123 @roxom @sanderandersenn @tychoonnasch @g_stacks_sats @_adrian @1b_is_1b @kylehutch_ @saylor @strategy @priteshsmb @jackmallers @wiikjohannes @bitkey @cashapp @honorsbtc @leo11market @apguidi

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP) Stride (STRD) Strategy Incorporated (STRF) Strike (STRK)

Top Social Posts

Top posts by engagements in the last XX hours

"I'm glad $MSTR's green dots weren't share buybacks and was extremely skeptical that they would be. For tiny dips below 1x mNAV I'd rather a company just keep buying BTC. And it wouldn't have been a good look to make a big deal about what could only have been a tiny buyback"
X Link 2025-12-01T14:03Z 16.6K followers, 4417 engagements

"But what can a BTCTC actually do to generate BTC Yield when it trades below 1x mNAV I think there are some answers but they're not the ones that I usually see. Or at the very least additional steps are required. Let's walk through some of the popularly discussed options in a more systematic way and I'll share my thoughts and conclusions. Also note that 1x mNAV generally means BTC itself is in depressed conditions and that assumption informs my reasoning throughout. ❌ Convertible Bonds First let's dispense with the notion that a CB premium is going to save the day. While mathematically for"
X Link 2025-12-06T18:27Z 16.6K followers, 3243 engagements

"Now that the $XXI merger is complete I have to think it's only a matter of time before it acquires Strike and @jackmallers resolves his double CEO role. Enormously deep pockets behind this company. I see them going to #2 on the Bitcoin XXX and being very difficult to beat"
X Link 2025-12-09T18:57Z 16.6K followers, 40.9K engagements

"Very interesting. @roxom is launching an exchange for tokenized Bitcoin Treasury Stocks"
X Link 2025-12-09T23:24Z 16.6K followers, 2889 engagements

"The expected $SATA ATM. I like the current simplicity of Strive's capital structure. Just the common equity and a single preferred. I think BTC treasuries should generally aim for simple strategies with automated forms of selling"
X Link 2025-12-10T00:23Z 16.6K followers, 13K engagements

"Note Strategy provided links on this page to email MSCI and register your support for Strategy. If you oppose MSCI excluding BTCTCs from its indices make your voice heard"
X Link 2025-12-10T14:18Z 16.6K followers, 29.6K engagements

"H100 Update ($H100 $GS9 $HOGPF) Nov XX 2025. There are two main news items from H100 this week. Firstly we released our earnings presentation for the interim period May X - September XX 2025. I encourage shareholders who have not yet done so to view the presentation quote posted below. Secondly we announced the conversion of SEK 122.5m of outstanding convertible loans. Remaining convertible debt is SEK 219.8m carrying X% interest and maturing in 2030. This move strengthens our financial position by reducing leverage ratio to XX% and opening capacity on our balance sheet. H💯DL"
X Link 2025-11-22T14:55Z 16.6K followers, 5369 engagements

"👀 We're in a bull market for Bitcoin payments and infrastructure"
X Link 2025-11-29T14:23Z 16.6K followers, 7489 engagements

"Green dots meant a cash reserve to fund dividend payments. I like this move"
X Link 2025-12-01T13:52Z 16.6K followers, 22.1K engagements

"@ZynxBTC Nice. Go get 'em"
X Link 2025-12-09T15:39Z 16.6K followers, XXX engagements

"@Honors_btc Indeed it does"
X Link 2025-12-09T16:38Z 16.6K followers, XX engagements

"Some day $MSTR's market cap will "crash" from $10T to $5T and we will once again be reliably informed by the pundits what a failure Saylor's Bitcoin Treasury strategy was"
X Link 2025-12-07T13:58Z 16.6K followers, 16.3K engagements

"Once again tapping the common ATM for nearly $1B. Plus a little $STRD"
X Link 2025-12-08T13:57Z 16.6K followers, 16.8K engagements

"I've been seeing a lot about BTCT XXX lately. Which apparently means a BTC treasury powered by a revenue generating business. But here's the thing. That was BTCT XXX. Strategy as we now know it began as a cash cow business that started funneling excess cash into BTC. For X years Strategy advocated that other businesses of similar profile do the same before the first few followers arrived on the scene. At some point the idea came about to do away with the operating business entirely and run BTCTCs as purely financial vehicles. THAT was BTCT XXX. Even $MSTR's BTC treasury outpaced its operating"
X Link 2025-12-05T17:00Z 16.6K followers, 11.7K engagements

"2026 could be a very fun year for Bitcoin. If the printer goes vertical there will be no 4th year end of cycle drawdown. Quite the opposite in fact"
X Link 2025-12-10T19:56Z 16.6K followers, 4028 engagements

"Since the beginning I've said that I think the variable interest rate preferreds that attempt to maintain a stable peg on the principal have the best PMF (i.e. $STRC and $SATA). But I like to look at both sides of things and there are potential weaknesses in these products also worth considering. The main weakness is that a product with a free floating market price that needs to maintain a peg is prone to market shenanigans. A large malicious short that wanted to destroy confidence in these products or simply grief the company could for example attempt to push the price down to keep it out of"
X Link 2025-12-11T13:41Z 16.6K followers, XXX engagements