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@BitcoinPowerLaw
"If BTC hits $280k by year-end sureIll consider de-risking. But until then This feels less like a bubble. More like Bitcoin finding its footing"
@BitcoinPowerLaw on X 2025-07-26 00:32:23 UTC 14.3K followers, XXX engagements
"🚨 Updated Days to Cover mNAV Chart 📉 Lowest DTC mNAV: $VNDA XX days $SWC XX days $SMLR XX days $K33 XX days $ANAP XX days Meanwhile $DDC is stretching out to XX days after a strong price rally" @BitcoinPowerLaw on X 2025-07-21 04:25:37 UTC 14.3K followers, 5285 engagements
".but on a linear chart the picture is much more optimistic and makes more sense. Critical insight: - There are only 21M BTC. - Every growth curve has to slow eventually. - The key question is when and which companies are best positioned to adapt and survive" @BitcoinPowerLaw on X 2025-07-26 17:25:53 UTC 14.3K followers, XXX engagements
"Not all BTC-TCs are created equal. After recent pullbacks and mNAV compression like we've seen lately stacking has become harder. Some Bitcoin Treasury Companies will survive and thrive. Others wont. Growth curve modelling can help us tell which is which" @BitcoinPowerLaw on X 2025-07-26 17:25:51 UTC 14.3K followers, XXX engagements
"@RoarkSen Companies like Vanadi make the cut because they are showing consistent stacking as well as great current yield" @BitcoinPowerLaw on X 2025-07-27 06:29:00 UTC 14.3K followers, XX engagements
"Just another day of BTC-TC investors arbing risk vs reward looking for value bleow the trend line" @BitcoinPowerLaw on X 2025-07-16 19:50:22 UTC 14.3K followers, 11.5K engagements
"K33's stacking is ramping up (black line) 📈 🚀" @BitcoinPowerLaw on X 2025-07-14 09:43:18 UTC 14.3K followers, 5348 engagements
"🚨 By popular demand: $SQNS and $BLGV have officially joined the lineup on the bubble chart. Meanwhile is it just us or have $H100 and $SWC been getting cozy lately 👀📈" @BitcoinPowerLaw on X 2025-07-20 07:57:54 UTC 14.3K followers, 19.6K engagements
"@Leo_HODL @klaus_koo Thanks. Got it. Their growth trajectory is looking super healthy right now" @BitcoinPowerLaw on X 2025-07-26 19:33:08 UTC 14.3K followers, XX engagements
"This cycle just hits different. Less noise. More signal. And no the BTC-TCs arent selling. So where are we headed No one knows short-term. But long-term" @BitcoinPowerLaw on X 2025-07-26 00:32:24 UTC 14.3K followers, 1572 engagements
"When they see these charts most people fixate on the final BTC stack . 📉 But that's the wrong focus. What really matters The slope and curve's acceleration. The Slope - mNAV premium When it's steepening mNAV grows. When it flattens collapse is coming. Exponential growth never lasts forever. There will be winners and losers in the BTC-TC race. 🏁 Not everyone's favourite child will get a prize. 🏆 Every BTC-TC CEO and chief of BTC strategy is a salesman. The data will reveal which ones are delivering on their promises. 🧵" @BitcoinPowerLaw on X 2025-07-27 06:01:59 UTC 14.3K followers, 2772 engagements
"LQWD stacking hard mNAV dropping and moving toward the trend line. 👀" @BitcoinPowerLaw on X 2025-07-16 02:14:24 UTC 14.3K followers, 5334 engagements
"Things change quickly in the BTC-TC space. Who would have thought a year ago that MSTR would be the low-risk growth option" @BitcoinPowerLaw on X 2025-07-26 18:28:44 UTC 14.3K followers, 4424 engagements
"@pikachustrategy @BenWerkman Some of these companies don't make it easy to find. I think complete transparency on fully diluted shares is a major selling point" @BitcoinPowerLaw on X 2025-07-26 19:00:08 UTC 14.3K followers, XX engagements
"🧵 The Half-Life of Bitcoin Treasury Companies Why the fastest stackers fall the hardest and how to spot the ones built to last. Lets go 👇" @BitcoinPowerLaw on X 2025-07-14 19:29:56 UTC 14.3K followers, 89K engagements
"Which BTC-TC do YOU think has real staying power Whos the next MetaPlanet and whos just exit liquidity 👇 Drop your pick or tag a project thats flying too close to the sun. #Bitcoin #BTC #BTCyield #Investing #Treasury" @BitcoinPowerLaw on X 2025-07-14 19:30:03 UTC 14.3K followers, 6201 engagements
"A note about the future of MicroStrategist @martykendall2 and I would both like to spend less time in the fiat mines and more time building tools and writing insightful articles at So we've launched MicroStrategist Pro a $9.99/month subscription that gives you early access to new articles exclusive articles new forecasting tools and our eternal gratitude. Our goal is to help you time entries and exits into Bitcoin treasury companies over the coming years and help make sense of what is happening in this fast moving landscape. We have new articles on Metaplanet coming up that will be" @BitcoinPowerLaw on X 2025-05-13 06:49:14 UTC 14.3K followers, 39.5K engagements
"Just added $LQWD to the stacking race chart now with logistic regressions to highlight where stacking momentum may be slowing. With only 21M BTC ever the race is getting real. Right now only MetaPlanet and $DDC are outpacing the exponential trend. 🚀📈 Yesterday @ddcnorma casually told @TimKotzman shes gunning for the top X. At this rate They just might pull it off. Lets see if the pace holds. 🔥🍿 #Bitcoin #BTCtreasuries #stackingseason" @BitcoinPowerLaw on X 2025-07-10 17:22:43 UTC 14.3K followers, 11.8K engagements
"🧵 S-Curves and Sats: The Future of Bitcoin Treasury Companies (BTC-TCs) I've been digging deep into the data behind BTC-TCs Some are stacking fast. Others are slowing down. Heres what their BTC growth curves reveal about whats coming next. 👇" @BitcoinPowerLaw on X 2025-07-26 17:25:50 UTC 14.3K followers, 6330 engagements
"@Leo_HODL @klaus_koo This is a chart from a few days ago. It's 5am here so I haven't yet done the manual update for all these companies" @BitcoinPowerLaw on X 2025-07-26 19:01:52 UTC 14.3K followers, XX engagements
"🧠 Read the full breakdown on MicroStrategist: 👉 💬 Let us know Are you stacking waiting or de-risking Join the convo in the comments 👇 #Bitcoin #BTC #Crypto #MicroStrategy #BitcoinHalving #Uptober" @BitcoinPowerLaw on X 2025-07-26 00:32:25 UTC 14.3K followers, 1523 engagements
"This feeds directly into portfolio strategy: 🧠 Aggressive portfolio - use the current BTC Yield. 🛡 Conservative portfolios are grounded in regression-based ceilings. No hype. Just data-driven analysis" @BitcoinPowerLaw on X 2025-07-26 17:25:55 UTC 14.3K followers, XXX engagements
"Take SWC as a case study. Their BTC stacking shows a consistent trajectory with an R of XXXXX extremely high correlation. On a log chart it might look bearish" @BitcoinPowerLaw on X 2025-07-26 17:25:52 UTC 14.3K followers, XXX engagements
"Add to that the election cycle effect. New admin. New budgets. More liquidity. Historically this is when things get moving. All signs point to. pressure building" @BitcoinPowerLaw on X 2025-07-26 00:32:23 UTC 14.3K followers, XXX engagements
"After receiving a ton of feedback yesterday on the logistic regressions I added the shape factor which appears to be yielding more sensible results. What do you think" @BitcoinPowerLaw on X 2025-07-15 17:49:43 UTC 14.3K followers, 6331 engagements
"MetaPlanet is deep in value territory. 📉 19th percentile of fair value range XXX Days to Cover mNAV 🔥 XX Days to Flippening When sentiment flips it could move fast" @BitcoinPowerLaw on X 2025-07-22 05:38:43 UTC 14.3K followers, 28.4K engagements