# ![@btc_overflow Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1639524229501849600.png) @btc_overflow Brian Brookshire

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: [-----] [#](/creator/twitter::1639524229501849600/interactions)
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### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  58.99% [finance](/list/finance)  39.57% [stocks](/list/stocks)  30.94% [technology brands](/list/technology-brands)  4.32% [exchanges](/list/exchanges)  3.6% [countries](/list/countries)  3.6% [currencies](/list/currencies)  2.16% [automotive brands](/list/automotive-brands)  1.44% [financial services](/list/financial-services)  0.72%

**Social topic influence**
[bitcoin](/topic/bitcoin) #4150, [$hogpf](/topic/$hogpf) #4, [$mstr](/topic/$mstr) #240, [$gs9](/topic/$gs9) #2, [$h100](/topic/$h100) #2, [$strc](/topic/$strc) #34, [in the](/topic/in-the) 5.76%, [mstr](/topic/mstr) #80, [the most](/topic/the-most) 5.04%, [$asst](/topic/$asst) #77

**Top accounts mentioned or mentioned by**
[@sanderandersenn](/creator/undefined) [@morpheus7447x](/creator/undefined) [@wiikjohannes](/creator/undefined) [@jessekobernick](/creator/undefined) [@borjamartels](/creator/undefined) [@indianhodl](/creator/undefined) [@roxomtv](/creator/undefined) [@changingtides00](/creator/undefined) [@bigpicture123](/creator/undefined) [@tomsuchorski](/creator/undefined) [@richardbyworth](/creator/undefined) [@braismichael](/creator/undefined) [@eladsha12](/creator/undefined) [@planvictory](/creator/undefined) [@simonsdad3](/creator/undefined) [@matikwin](/creator/undefined) [@bknight221](/creator/undefined) [@ramses21bit](/creator/undefined) [@sunny051488](/creator/undefined) [@northstarcharts](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Asset Entities Inc. (ASST)](/topic/$asst) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [GameStop, Corp. (GME)](/topic/$gme) [Tesla, Inc. (TSLA)](/topic/tesla) [Bitcoin pls go to moon (BTC BOTTOM)](/topic/$btc-bottom) [Morgan Stanley (MS)](/topic/morgan-stanley) [Solana (SOL)](/topic/solana)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Coinbase says they're re-starting "Bitcoin loans" but read the fine print. Coinbase is just the middle man. They wrap bitcoin into cbBTC and deploy it into an Ethereum-based DeFi lending protocol called Morpho. I would not touch this product with a [--] ft pole"  
[X Link](https://x.com/btc_overflow/status/1879904138420761084)  2025-01-16T14:50Z 17.1K followers, 230.1K engagements


"Ho Lee Sheet. $MSTR did something I never thought it would do-- publish formal ATM guidance based on mNAV levels. Moving forward MSTR will not ATM the common stock below 2.5x mNAV except to pay interest or dividend obligations"  
[X Link](https://x.com/btc_overflow/status/1951017893963186370)  2025-07-31T20:31Z 17.1K followers, 189.1K engagements


"I'm not going to post my targets unless we see them but I'm incredibly excited about the buying opportunities we could see for $MSTR and $MTPLF this year"  
[X Link](https://x.com/btc_overflow/status/2019297037091799284)  2026-02-05T06:28Z 17.1K followers, [----] engagements


"" $SLV saw more volume than the most traded stocks on the planet last week. The only thing in recent memory that's felt similar is $GME and maybe $MSTR." I'd add Metaplanet during its June run-up when it accounted for a staggering 70% of value traded on TSE Standard Market. $SLV saw volume than the most traded stocks on the planet last week I still can't get over that. More than Tesla more than Nvidia (chart). It's not even gold either it's fricken silver. A month ago the volume was 10x less. A year ago it was the 170th biggest ETF out of sight https://t.co/rxD2dOmFvE $SLV saw volume than the"  
[X Link](https://x.com/btc_overflow/status/2017732179254497369)  2026-01-31T22:50Z 17.1K followers, [----] engagements


"Last week's $MSTR / $BTC price action did not stop the dots. Orange Dots Matter. https://t.co/QYLQpgoWbQ Orange Dots Matter. https://t.co/QYLQpgoWbQ"  
[X Link](https://x.com/btc_overflow/status/2020501494316056720)  2026-02-08T14:14Z 17.1K followers, [----] engagements


"Saylor has changed stances several times on entering Japan with preferred shares most recently saying Strategy would not enter Japan the UK or Brazil. Will he change his mind again Is Strategy's decision not to enter these markets bullish for local incumbents Or is it a red flag for those markets The answers are mixed. I think we can take Saylor at his word that he will not enter those markets. But it's not all bullish for local BTCTCs who no longer face the threat of competition from Saylor. There are some nuances to what the regulatory hurdles keeping Strategy out of those markets mean for"  
[X Link](https://x.com/btc_overflow/status/2016277388397560199)  2026-01-27T22:29Z 17.1K followers, [----] engagements


"Gold and silver are far too volatile to serve as hard monies. We need a more stable asset like bitcoin"  
[X Link](https://x.com/btc_overflow/status/2017288946338693422)  2026-01-30T17:28Z 17.1K followers, 116.2K engagements


"$MSTR earnings call will not have good numbers to report. Headlines will be unkind tomorrow. But ultimately nothing will be different tomorrow than it was today. Saylor just needs to HODL and let the Bitcoin thesis play out"  
[X Link](https://x.com/btc_overflow/status/2019477139574165743)  2026-02-05T18:24Z 17.1K followers, 13.6K engagements


"I suspect there's lots of FOMO buying now. Everyone who didn't buy Bitcoin in low $60Ks yesterday or worse sold now panicking to get long over $70K"  
[X Link](https://x.com/btc_overflow/status/2019828939154420212)  2026-02-06T17:42Z 17.1K followers, [----] engagements


"Bitcoin Treasuries have been a hated trade the past few months but I still see high quality ones $MSTR and $MTPLF in particular as apex beta trades. That said the volatility is not for everyone. Massive dislocations in vol lead to periods of extreme over and under valuation"  
[X Link](https://x.com/btc_overflow/status/2019859436731252878)  2026-02-06T19:43Z 17.1K followers, [----] engagements


"@JesseKobernick Wrapped bitcoin means a very specific thing- wBTC which is a 1:1 BTC backed token that trades on altcoin rails. It's not clear that's what he meant but that's what it is"  
[X Link](https://x.com/btc_overflow/status/2019949566338937270)  2026-02-07T01:41Z 17.1K followers, [---] engagements


"Where does Metaplanet price go from here Some thoughts. Price is once again bumping up against firm historical support at [---] ($2.33). I'm reluctant to conclude that the Bitcoin bear market is over or that the bottom is in but nonetheless Metaplanet has firm price support at these levels. On the other hand if we zoom out this is objectively one of the worst head and shoulders formations you will ever see on a chart. Another leg down to mid-2024 levels would take price down a further 72% to [---] ($0.65). That said I find such a drastic move unlikely. Metaplanet is a materially different company"  
[X Link](https://x.com/btc_overflow/status/2021338838128316551)  2026-02-10T21:41Z 17.1K followers, [----] engagements


"$STRC back to par. Let's go"  
[X Link](https://x.com/btc_overflow/status/2021680764828500075)  2026-02-11T20:20Z 17.1K followers, [----] engagements


"@KobeissiLetter Surely this won't be possible as long as the Ukraine war is still ongoing"  
[X Link](https://x.com/btc_overflow/status/2022000772729455066)  2026-02-12T17:32Z 17.1K followers, [----] engagements


"@RoaringRagnar Buy and sell the chart you see. Not the narrative for why changes are "structural" and it's shooting right back up to ATHs. Market teaches the same lesson over and over again"  
[X Link](https://x.com/btc_overflow/status/2022089209880985735)  2026-02-12T23:23Z 17.1K followers, [---] engagements


"Neat thing about the RAM trade. More demand is coming when direct trading of Korean stocks comes to IBKR mid-2026. Also Samsung and SK Hynix dominate so much of the Korean market that combined they account for 46% of $EWY. Three companies make nearly all of the RAM in the world and two of them are in Korea. It's Korea's turn to be like: https://t.co/1GBjLMiCvr Three companies make nearly all of the RAM in the world and two of them are in Korea. It's Korea's turn to be like: https://t.co/1GBjLMiCvr"  
[X Link](https://x.com/btc_overflow/status/2022129124282970207)  2026-02-13T02:02Z 17.1K followers, [----] engagements


"Even if the $MSTR / $BTC bottom is in (I don't think it is) conditions are still not right for a return of the life-changing MSTR options trade. If we chop here for 6-8 months LEAPS get eaten alive by theta decay. Need to wait until IV is beaten down or turnaround is confirmed"  
[X Link](https://x.com/btc_overflow/status/2022131704065044591)  2026-02-13T02:12Z 17.1K followers, 10.5K engagements


"When not if the Bitcoin bull market returns we will not be humble"  
[X Link](https://x.com/btc_overflow/status/2022148381343363089)  2026-02-13T03:18Z 17.1K followers, [----] engagements


"@JesseKobernick We lack the language to talk about it simply. It's a hybrid instrument lacking in standard terminology. Strategy made up the word "amplification" to describe it"  
[X Link](https://x.com/btc_overflow/status/2022157721492201479)  2026-02-13T03:55Z 17.1K followers, [---] engagements


"I doubt Strategy would be able to refinance its debt if bitcoin fell to $8K at a CB maturity. The number at which refinancing options disappear is likely significantly higher but still low enough that dropping to and staying at those levels is not a realistic outcome"  
[X Link](https://x.com/btc_overflow/status/2022174509655306596)  2026-02-13T05:02Z 17.1K followers, [----] engagements


"@sunny051488 500% amplification at 50% dividend let's go"  
[X Link](https://x.com/btc_overflow/status/2022282782408343585)  2026-02-13T12:12Z 17.1K followers, [---] engagements


"Look the strategy is really simple. Keep DCA-ing into #Bitcoin. That's it. Seriously you can stop reading here"  
[X Link](https://x.com/btc_overflow/status/1798086497331237104)  2024-06-04T20:16Z 17.1K followers, 130.4K engagements


"I've recently become a fan of @NorthstarCharts charts. Worth a listen and a follow. Struggling to read Bitcoin charts Lets fix that. Im joined by Kevin Wadsworth (@NorthstarCharts) to break down his case for more downside risk (bottom in Q3/Q4) and the Capital Rotation Event: why many assets look bearish while gold holds strong. TIMESTAMPS: 00:00 Who is https://t.co/ltPTprlAa3 Struggling to read Bitcoin charts Lets fix that. Im joined by Kevin Wadsworth (@NorthstarCharts) to break down his case for more downside risk (bottom in Q3/Q4) and the Capital Rotation Event: why many assets look"  
[X Link](https://x.com/btc_overflow/status/2022001031010562173)  2026-02-12T17:33Z 17.1K followers, 10.6K engagements


"Expected $STRC ex-dividend dip under way. Things to watch out for the next couple weeks. 1) Rotation into $SATA for the EOM dividend 2) How quickly does $STRC regain par"  
[X Link](https://x.com/btc_overflow/status/2022274557164372449)  2026-02-13T11:40Z 17.1K followers, [----] engagements


"$SATA dividend bumped 0.25% to 12.5%. Frankly would like to have seen a larger increase given how it has traded recently but let's see if it can catch a bid off the STRC rotation. Strive Increases $SATA Perpetual Preferred Stock Dividend From 12.25% to 12.5%. $ASST https://t.co/IR0AcQqihT Strive Increases $SATA Perpetual Preferred Stock Dividend From 12.25% to 12.5%. $ASST https://t.co/IR0AcQqihT"  
[X Link](https://x.com/btc_overflow/status/2022310519500075024)  2026-02-13T14:02Z 17.1K followers, [----] engagements


"I still think revisiting $58K gang could be in the cards before the Bitcoin bear is over but I'm inclined to agree that the most likely path forward over the coming months is backing and filling before a new bull market begins in earnest. Finally Bitcoin fell to $60k last week which is in the support zone that I suggested a few months ago when I wrote that another 4-year cycle bull market had likely ended. A decline to only $60k would be relatively shallow for a Bitcoin winter but as the commodity currency https://t.co/aKz2qmGEo3 Finally Bitcoin fell to $60k last week which is in the support"  
[X Link](https://x.com/btc_overflow/status/2022349629795570175)  2026-02-13T16:38Z 17.1K followers, [----] engagements


"H100 Update ($H100 $GS9 $HOGPF) Oct [--] [----]. Bitcoin Treasury Companies including H100 saw another challenging week but with the beginning of October and Q4 sentiment appears to be returning to the sector. H100 saw breakout trading volume on Thursday of 1.78M shares traded on NGM followed by a strong Friday with 1.22M shares traded. Friday night Bitcoin re-took $123K and approached all time highs. Executive Chairman @Sanderandersenn's end of week summary highlighted H100s culture of dealmaking and how were currently building the infrastructure to operate at scale. In media this week I caught"  
[X Link](https://x.com/btc_overflow/status/1974464754350432310)  2025-10-04T13:20Z 17.1K followers, [----] engagements


"H100 Update ($H100 $GS9 $HOGPF) Nov [--] [----]. There are two main news items from H100 this week. Firstly we released our earnings presentation for the interim period May [--] - September [--] [----]. 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 0% interest and maturing in [----]. This move strengthens our financial position by reducing leverage ratio to 26% and opening capacity on our balance sheet. H💯DL Tune in as CEO"  
[X Link](https://x.com/btc_overflow/status/1992245483331264890)  2025-11-22T14:55Z 17.1K followers, [----] engagements


"Let that sink in for a moment. Morgan Stanley's Bitcoin and Solana ETFs will be only the 3rd and 4th ETFs to bear the Morgan Stanley brand. Speaks volumes to how they see demand. Morgan Stanley manages [--] ETFs but mostly under the Calvert/Parametric/Eaton Vance brands. These will be the 3rd and 4th ETFs to bear the "Morgan Stanley" brand. Pretty remarkable. Morgan Stanley manages [--] ETFs but mostly under the Calvert/Parametric/Eaton Vance brands. These will be the 3rd and 4th ETFs to bear the "Morgan Stanley" brand. Pretty remarkable"  
[X Link](https://x.com/btc_overflow/status/2008596670033129877)  2026-01-06T17:48Z 17.1K followers, [----] engagements


"@MasonFoard @MeliuzBitcoin Very nice"  
[X Link](https://x.com/btc_overflow/status/2009343541731074206)  2026-01-08T19:16Z 17.1K followers, [---] engagements


"$ASST management buying its own dip. Skin in the game. Yesterday with our stock trading below post-acquisition pro-forma Bitcoin NAV I acquired [-----] shares of $ASST. Over the past [--] days I have acquired a total of [------] shares. Yesterday with our stock trading below post-acquisition pro-forma Bitcoin NAV I acquired [-----] shares of $ASST. Over the past [--] days I have acquired a total of [------] shares"  
[X Link](https://x.com/btc_overflow/status/2011453993235746853)  2026-01-14T15:02Z 17.1K followers, [----] engagements


"My view on which BTCTCs I actually want to hold has surprisingly not changed that much in the past [--] months. I still see Strategy as the hurdle rate and Metaplanet as the best risk adjusted beta. What has changed is I see the longer end of the risk curve as much further out"  
[X Link](https://x.com/btc_overflow/status/2011666522406584553)  2026-01-15T05:07Z 17.1K followers, [----] engagements


"$SATA closed to par Friday a good achievement. But how is $ASST common stock doing A quick look. Price ASST closed the week at $0.95 30% below the PIPE price of $1.35. Bitcoin is roughly flat over the period since the reverse merger was announced. Share Issuance Strive currently reports [----------] shares outstanding. It has an active ATM with aggregate offering of up to $450M of shares. Additionally Strive has [---------] Traditional Warrants outstanding priced at $1.35 that expire in September [----]. Following the acquisition of SMLR Strive has further dilutive shares of [--------] for the 2030"  
[X Link](https://x.com/btc_overflow/status/2012512662731571496)  2026-01-17T13:09Z 17.1K followers, 15.6K engagements


"Had a chat about the UK BTCTC scene this morning. It's a market that is a lot more interesting now that Saylor has said he doesn't plan to enter. While it's still generally my view that in capital markets sufficiently large enough to support a BTCTC there will be one dominant winner there are nonetheless [--] UK companies I'm interested in following the progress of. $SWC is in pole position with the largest stack. SWC more than any other BTCTC launched with timing that perfectly captured the May-June run-up in BTCTCs and got off to a tremendous start with its stack. It also has an enthusiastic"  
[X Link](https://x.com/btc_overflow/status/2013661465811542251)  2026-01-20T17:14Z 17.1K followers, [----] engagements


"$ASST plans $150M follow-on offering of $SATA. The corporatese is noncommittal (legal reasons) but intent is clearly to use these funds to retire the $SMLR convertible bonds and Coinbase loan. Repaying $120M debt leaves $30M less fees for more BTC. https://bitcoinmagazine.com/news/strive-plans-150m-follow-offering-bitcoin https://bitcoinmagazine.com/news/strive-plans-150m-follow-offering-bitcoin"  
[X Link](https://x.com/btc_overflow/status/2014120604987773346)  2026-01-21T23:39Z 17.1K followers, [----] engagements


"A key differentiator of BlackRock's new iShares Bitcoin Premium Income ETF from other bitcoin covered call ETFs like $YBIT is that BlackRock will write calls against actual shares of its own $IBIT rather than holding synthetic longs. The efficiency gives it a huge advantage"  
[X Link](https://x.com/btc_overflow/status/2015960751219835163)  2026-01-27T01:31Z 17.1K followers, 19.1K engagements


"$ASST passes CLSK to break into the Top [--] Bitcoin treasuries. I think Strive could easily pass HUT and COIN this year to move up a couple more spots. Strive Announces Closing of Upsized & Oversubscribed Follow-On Offering of SATA Stock and Concurrent Exchange of Semler Notes - The Company used a portion of the cash proceeds from the offering of SATA Stock to retire the legacy Semler Scientific $20 million loan with Coinbase https://t.co/HO55uXOIeq Strive Announces Closing of Upsized & Oversubscribed Follow-On Offering of SATA Stock and Concurrent Exchange of Semler Notes - The Company used a"  
[X Link](https://x.com/btc_overflow/status/2016548880721072528)  2026-01-28T16:28Z 17.1K followers, 22.8K engagements


"It's a valid question. Retiring the $SMLR debt made sense. Upsizing the offer with an additional $95M raise at a 10% discount to market and $5 below the stated target range merits comment. @ColeMacro help me understand why $ASST accepted subscriptions to upsize the offering beyond what was needed to extinguish the SMLR debt Whats the thinking behind selling more $SATA privately at $90/sh if it was trading close to $100/sh prior to offering announcement and @ColeMacro help me understand why $ASST accepted subscriptions to upsize the offering beyond what was needed to extinguish the SMLR debt"  
[X Link](https://x.com/btc_overflow/status/2016693098567328194)  2026-01-29T02:01Z 17.1K followers, [----] engagements


"One thing you have to appreciate about Bitcoin is how much shorter the cycles are. Boomers are likely seeing the last major precious metals bull market they will ever see in their lifetimes"  
[X Link](https://x.com/btc_overflow/status/2017024235328127341)  2026-01-29T23:57Z 17K followers, [----] engagements


"I would not expect today's retrace in $GLD and $SLV to quickly rebound. It took mind bending volume to put in this week's highs. It typically takes months or years for price to reclaim highs after a high volume blow-off top like this. METAL MANIA: $GLD has traded $25b worth of shares today which is an all-time daily record and it's ONLY 1pm. $SLV is at about $20b and has now traded more this week than it does in most years. These are radical numbers. https://t.co/fjSs5qLPtQ METAL MANIA: $GLD has traded $25b worth of shares today which is an all-time daily record and it's ONLY 1pm. $SLV is at"  
[X Link](https://x.com/btc_overflow/status/2017238208937857041)  2026-01-30T14:07Z 17.1K followers, [----] engagements


"All the talk about the $SLV correction only being a paper correction while spot will quickly run it back higher reminds me of $GME cope about all the hidden shorts still out there about to trigger MOASS. I wish silver investors the best but this week screams blow off top"  
[X Link](https://x.com/btc_overflow/status/2017591276355342841)  2026-01-31T13:30Z 17.1K followers, [----] engagements


"And the $MSTR cost basis FUD cycle begins. Friendly reminder that MSTR's debt is unsecured. Earliest puttable debt is [----]. And it has enough cash on hand to pay dividends for [---] years. Nothing at all happens to MSTR at BTC cost basis. Zero risk of near term leverage blow-up. $MSTR - BITCOIN FALLS BELOW MICROSTATEGYS COST BASIS ($76037) FOR FIRST TIME SINCE OCT [----] $MSTR - BITCOIN FALLS BELOW MICROSTATEGYS COST BASIS ($76037) FOR FIRST TIME SINCE OCT 2023"  
[X Link](https://x.com/btc_overflow/status/2017696198694510940)  2026-01-31T20:27Z 17.1K followers, 22.7K engagements


"@EricBalchunas Similar moment in Japan with Metaplanet stock earlier this year. https://x.com/gerovich/status/1931840996083638274 📺 https://t.co/HqGuujKxXt https://x.com/gerovich/status/1931840996083638274 📺 https://t.co/HqGuujKxXt"  
[X Link](https://x.com/btc_overflow/status/2017733967638651029)  2026-01-31T22:57Z 17.1K followers, [----] engagements


"$1.4B in dollar volume. Not the same global scale as the others but complete dominance within its sphere accounting for 70% of the entire TSE Standard Market. IIRC also briefly becoming the most traded stock in Japan including the Premium Market as a company with a market cap of only $8B. https://twitter.com/i/web/status/2017778333027545243 https://twitter.com/i/web/status/2017778333027545243"  
[X Link](https://x.com/btc_overflow/status/2017778333027545243)  2026-02-01T01:53Z 17.1K followers, [---] engagements


"Indeed. Moment of truth approaching in the next few months. Either $MSTR will once again be a generational trade off of its bear market bottom or the critics were right. One side will be spectacularly wrong. Remember when we all said we'd lever up at the Power Law Floor The reckoning is coming and we will see who has the audacity to do it. MSTR below Book in [----]. Remember when we all said we'd lever up at the Power Law Floor The reckoning is coming and we will see who has the audacity to do it. MSTR below Book in 2022"  
[X Link](https://x.com/btc_overflow/status/2018070804127183069)  2026-02-01T21:15Z 17.1K followers, 13.7K engagements


"Higher. Many expected Strategy's pref dividend rates to decrease in [----] but I've been banging the table on higher. I expect them to keep rising into the bitcoin bear market. Strategy will pay a higher price to buy the dip but it will be worth it. Stretch Dividend Rate increased by [--] bps to 11.25% for February [----]. $STRC https://t.co/IwVI2Xg1qO Stretch Dividend Rate increased by [--] bps to 11.25% for February [----]. $STRC https://t.co/IwVI2Xg1qO"  
[X Link](https://x.com/btc_overflow/status/2018164148626960656)  2026-02-02T03:26Z 17.1K followers, [----] engagements


"A trade I might like later this year is rotating $STRC or cash into $STRD. Pref dividend rates will likely increase into the bear market. For STRD this means lower market prices. But the turnaround (yet to be confirmed) would be an opportunity to secure higher effective rates"  
[X Link](https://x.com/btc_overflow/status/2019029421261488562)  2026-02-04T12:45Z 17.1K followers, [----] engagements


"Never. $MSTR doesn't use margin. @NorthstarCharts When does he get margin called @NorthstarCharts When does he get margin called"  
[X Link](https://x.com/btc_overflow/status/2019041536294756621)  2026-02-04T13:33Z 17.1K followers, [----] engagements


"Update. She did not hold. Blue dot below the red line. Bitcoin appears to be headed toward its regular [--] year date with the [---] WMA. We're not fully there yet but looks like the [--] year cycle will once again provide us with generational buying opportunities. If you need some Bitcoin hopium after today here you go. Bounce off support at $72K. Let's see if she holds. https://t.co/sZSJSnddpr If you need some Bitcoin hopium after today here you go. Bounce off support at $72K. Let's see if she holds. https://t.co/sZSJSnddpr"  
[X Link](https://x.com/btc_overflow/status/2019253732316479946)  2026-02-05T03:36Z 17K followers, 22.1K engagements


"@LizardWizardBTC Nakamoto also quite high but I think SQNS the highest"  
[X Link](https://x.com/btc_overflow/status/2019273040715194372)  2026-02-05T04:53Z 17.1K followers, [---] engagements


"5/ $XLE The only thing I'm somewhat bullish on in the short-term is energy. The breakout has already run up a bit but it's still in much earlier stages of a multi-year breakout than other trades"  
[X Link](https://x.com/btc_overflow/status/2019436978866180214)  2026-02-05T15:44Z 17.1K followers, [----] engagements


"A Bitcoin move like this on the way up would be the last spurt of a multi-month or cycle top. On the way down you never know. But I think lower and further out in time perhaps with some countertrend rallies before "the" bottom. [----] will be the year of entries you wished for"  
[X Link](https://x.com/btc_overflow/status/2019522740269772981)  2026-02-05T21:25Z 17K followers, [----] engagements


"$MSTR earnings call happening now. Join the Zoom. https://microstrategy.zoom.us/webinar/register/WN_mbKhQutZR3CGOHsi2B03nQ#/registration https://microstrategy.zoom.us/webinar/register/WN_mbKhQutZR3CGOHsi2B03nQ#/registration"  
[X Link](https://x.com/btc_overflow/status/2019533384129868088)  2026-02-05T22:07Z 17K followers, [----] engagements


"👀 @usdat21 mentioned on $MSTR earnings call"  
[X Link](https://x.com/btc_overflow/status/2019541048662585523)  2026-02-05T22:38Z 17.1K followers, [----] engagements


"Tone shift regarding prefs on the $MSTR earnings call. Strategy is 100% focused on $STRC and other prefs are taking a back seat. Rightly so. The derivatives ecosystem is currently being built around STRC. I'm aware of or directly involved in several such projects"  
[X Link](https://x.com/btc_overflow/status/2019566119468589336)  2026-02-06T00:17Z 17.1K followers, [----] engagements


"Have to say that I did not expect Bitcoin's date with the [---] WMA to be less than [--] hours later. We didn't quite tap it but came close just bouncing off $60K. I'm not going to call a bottom here but if there's a point for a technical reversal this is as good a point as any. Update. She did not hold. Blue dot below the red line. Bitcoin appears to be headed toward its regular [--] year date with the [---] WMA. We're not fully there yet but looks like the [--] year cycle will once again provide us with generational buying opportunities. https://t.co/KojqW9gy3b Update. She did not hold. Blue dot below"  
[X Link](https://x.com/btc_overflow/status/2019573605764374615)  2026-02-06T00:47Z 17K followers, [----] engagements


"BTC bounce off $60K is looking pretty solid so far. Let's see if it holds overnight"  
[X Link](https://x.com/btc_overflow/status/2019580585006575925)  2026-02-06T01:15Z 17K followers, [----] engagements


"@MinNature_Meta Pretty high volume bounce off the [---]. But bear market is not over yet. Plenty of time for another leg to [---] at some point"  
[X Link](https://x.com/btc_overflow/status/2019590099110096976)  2026-02-06T01:52Z 17K followers, [--] engagements


"@changingtides00 Relief rally followed by [--] months of $58K gang is the path of most boredom"  
[X Link](https://x.com/btc_overflow/status/2019600587579658583)  2026-02-06T02:34Z 17K followers, [--] engagements


"@ubeenfranked @changingtides00 It implies a group of X denizens coping about price"  
[X Link](https://x.com/btc_overflow/status/2019605849342456288)  2026-02-06T02:55Z 17K followers, [--] engagements


"During the 2021-22 cycle $MSTR had a peak-to-trough drawdown of 90%. But on the way back up from trough-to-peak it had a 3650% gain. Strategy has a history of coming back with a vengeance when Bitcoin is in ascendance"  
[X Link](https://x.com/btc_overflow/status/2019810315823886591)  2026-02-06T16:28Z 17.1K followers, [----] engagements


"$ASST now trading on 1-for-20 reverse-split adjusted basis"  
[X Link](https://x.com/btc_overflow/status/2019813039768481809)  2026-02-06T16:38Z 17.1K followers, [----] engagements


"@mikewmunz This works if the balance sheet expands through BTC NGU. During flat/down periods they get hemmed in by BTC Rating targets. Common ATM expands the balance sheet and provides runway for further pref issuance. I don't think they will ever restrict common ATM for pref divs only"  
[X Link](https://x.com/btc_overflow/status/2019823746060808579)  2026-02-06T17:21Z 17.1K followers, [---] engagements


"@morpheus7447x Might still be another chance later this year but pretty convincing local bottom. Short-term I think more opportunities in the $60Ks would be interesting"  
[X Link](https://x.com/btc_overflow/status/2019839131292246035)  2026-02-06T18:22Z 17.1K followers, [---] engagements


"@FMTadvisory Looks over already"  
[X Link](https://x.com/btc_overflow/status/2019842472281829777)  2026-02-06T18:35Z 17.1K followers, [---] engagements


"🤣 Ex Bridgewater and Salomon hedge fund manager shows hundreds of thousands of followers his lucrative $MSTR trade.🤡 https://t.co/5L4CnLt8ND Ex Bridgewater and Salomon hedge fund manager shows hundreds of thousands of followers his lucrative $MSTR trade.🤡 https://t.co/5L4CnLt8ND"  
[X Link](https://x.com/btc_overflow/status/2019911141678277091)  2026-02-06T23:08Z 17.1K followers, [----] engagements


"@JesseKobernick Exactly like BTC. Not sure why he would highlight this unless he didn't want to say plain BTC or wasn't using terms precisely. It's a bit like saying it outperforms IBIT"  
[X Link](https://x.com/btc_overflow/status/2019956122317385999)  2026-02-07T02:07Z 17.1K followers, [---] engagements


"The opportunity cost for subscribing to a newspaper that warns you against bitcoin is a 9451.12% return. @FT If someone spent $59 a month on BTC instead of the FT subscription since the FT first published an article on BTC in [----]. This is the result. https://t.co/S8ogYfG9qu @FT If someone spent $59 a month on BTC instead of the FT subscription since the FT first published an article on BTC in [----]. This is the result. https://t.co/S8ogYfG9qu"  
[X Link](https://x.com/btc_overflow/status/2020474120580763718)  2026-02-08T12:25Z 17.1K followers, [----] engagements


"Part of what made $MSTR such an epic trade from the [----] bear market floor was that it that traded at a steep discount to NAV reaching 0.7x diluted and 0.51x basic. There was asymmetry even in just closing to NAV that was far better than other trades like the GBTC discount"  
[X Link](https://x.com/btc_overflow/status/2020485400108646418)  2026-02-08T13:10Z 17.1K followers, [----] engagements


"Depends what one is doing. If just buying shares a drop from here to say $75 would be uncomfortable short term. In a few years could still be very happy with it. But on leverage it would be a total disaster. I've been looking for that back up the truck moment for LEAPS. I don't think this is it. If wrong I'm fine missing the LEAPS trade given the risk. Those just looking to accumulate shares at decent prices will not have as much sensitivity to the timing risk. https://twitter.com/i/web/status/2020500660458758314 https://twitter.com/i/web/status/2020500660458758314"  
[X Link](https://x.com/btc_overflow/status/2020500660458758314)  2026-02-08T14:11Z 17.1K followers, [--] engagements


"We're not out of the woods yet on Bitcoin. Too many are rushing to declare the bottom after the Feb [--] sell off. But there is also risk to being sidelined. Just as [----] was the year of waiting for "just one more pump" [----] could be the year of waiting for "just one more dump.""  
[X Link](https://x.com/btc_overflow/status/2020547120135033156)  2026-02-08T17:15Z 17.1K followers, [----] engagements


"There is a good reason it's called HODLing. If I put $100 in Bitcoin in [----] Id have $2.8B now. No. If you bought $100 of Bitcoin in [----] and watched it go to: $1k $100k $1.7M and did nothing Then watched $1.7M go to $170k and still did nothing Then watched $170k go to $110M and still did nothing Then If I put $100 in Bitcoin in [----] Id have $2.8B now. No. If you bought $100 of Bitcoin in [----] and watched it go to: $1k $100k $1.7M and did nothing Then watched $1.7M go to $170k and still did nothing Then watched $170k go to $110M and still did nothing Then"  
[X Link](https://x.com/btc_overflow/status/2020641601396289803)  2026-02-08T23:31Z 17.1K followers, [----] engagements


"@Bigpicture123 That's the ultimate destination but going to take a while to get from here to there. Can't presently operate at Strategy scale as a fully bitcoin native company. Largest pools of capital are in the credit markets"  
[X Link](https://x.com/btc_overflow/status/2020695260528275810)  2026-02-09T03:04Z 17.1K followers, [---] engagements


"Another week another [----] BTC off the market. Strategy has acquired [----] BTC for $90.0 million at $78815 per bitcoin. As of 2/8/2026 we hodl [------] $BTC acquired for $54.35 billion at $76056 per bitcoin. $MSTR $STRC https://t.co/tJ7Ilwpc2l Strategy has acquired [----] BTC for $90.0 million at $78815 per bitcoin. As of 2/8/2026 we hodl [------] $BTC acquired for $54.35 billion at $76056 per bitcoin. $MSTR $STRC https://t.co/tJ7Ilwpc2l"  
[X Link](https://x.com/btc_overflow/status/2020855998898930175)  2026-02-09T13:43Z 17.1K followers, [----] engagements


"If you already rode the 50% BTC drawdown and then decide you're going to sell and rebuy lower to squeeze out that extra 10% at the bottom you're doing it wrong"  
[X Link](https://x.com/btc_overflow/status/2021013438718476633)  2026-02-10T00:08Z 17.1K followers, [----] engagements


"Will we see rotation from $STRC to $SATA after STRC's ex-dividend date on Feb [--] Rotation is hypothesized to be why SATA closed to par last month. SATA subsequently took hits due to the follow-on offering and bitcoin dip but short-term turbulence appears to be past"  
[X Link](https://x.com/btc_overflow/status/2021245444873994509)  2026-02-10T15:30Z 17.1K followers, [----] engagements


"24/5 single stock futures should make for some interesting after hours action. BREAKING: CME Group to launch single stock futures this summer enabling leveraged long and short trading 24/5. BREAKING: CME Group to launch single stock futures this summer enabling leveraged long and short trading 24/5"  
[X Link](https://x.com/btc_overflow/status/2021289665693729164)  2026-02-10T18:26Z 17.1K followers, [----] engagements


"Where does Metaplanet price go from here Some thoughts. Price is once again bumping up against firm historical support at [---] ($2.33). I'm reluctant to conclude that the Bitcoin bear market is over or that the bottom is in but nonetheless Metaplanet has firm price support at these levels. On the other hand if we zoom out this is objectively one of the worst inverse head and shoulders formations you will ever see on a chart. Another leg down to mid-2024 levels would take price down a further 72% to [---] ($0.65). That said I find such a drastic move unlikely. Metaplanet is a materially different"  
[X Link](https://x.com/btc_overflow/status/2021336857284349986)  2026-02-10T21:33Z 17.1K followers, [---] engagements


"Huge. Paves the pathway for a Korean BTCTC to access international capital. It used to be nigh on impossible for non-Koreans to buy Korean stocks. FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount. https://t.co/pm5u4n119d FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount. https://t.co/pm5u4n119d"  
[X Link](https://x.com/btc_overflow/status/2021352064715313300)  2026-02-10T22:34Z 17.1K followers, [---] engagements


"Huge. Paves the way for a Korean BTCTC to access international capital. It used to be nigh on impossible for non-Koreans to buy Korean stocks. FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount. https://t.co/pm5u4n119d FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount. https://t.co/pm5u4n119d"  
[X Link](https://x.com/btc_overflow/status/2021358230157525080)  2026-02-10T22:58Z 17.1K followers, [----] engagements


"@BraisMichael Monitoring some possibilities. Will talk more about them if they get some traction"  
[X Link](https://x.com/btc_overflow/status/2021371837473796567)  2026-02-10T23:52Z 17.1K followers, [--] engagements


"Significant difference between where bitcoin was at this time in [----] and where it's at now in [----]. The return of $58K gang could still be in the cards before [----] is out but there is a large support zone to buffer a larger gap down. $BTC weekly In [----] after bitcoin lost $30K it was sitting above an air pocket with heavy overhead resistance as one domino fell after another (Luna Celsius 3AC FTX) while macro headwinds grew stronger. In [----] after bitcoin lost $75K it is sitting below an air pocket https://t.co/Kcs7UfUmhG $BTC weekly In [----] after bitcoin lost $30K it was sitting above an air"  
[X Link](https://x.com/btc_overflow/status/2021436197139251548)  2026-02-11T04:08Z 17.1K followers, [----] engagements


"I view much of my content on X as an effort to simplify the obfuscatory language of the dog on the right into the plain clear language of the dog on the left for a general audience. Clarity and simplicity breed better thinking. So true. 😆 https://t.co/uQWD8n4QaK So true. 😆 https://t.co/uQWD8n4QaK"  
[X Link](https://x.com/btc_overflow/status/2021600096480112687)  2026-02-11T14:59Z 17.1K followers, [----] engagements


"I like NGU as much as the next guy but Bitcoin is not primarily a trade for me. It's the change I wish to see the world. Digital hard money. Separation of money and state. The world recapitalized on an honest transparent decentralized foundation"  
[X Link](https://x.com/btc_overflow/status/2021645007640535054)  2026-02-11T17:58Z 17.1K followers, [----] engagements


"The art of taking profit is probably the most important skill investors will need over the next few years. When you look at the charts and see parabolas everywhere at some point those parabolas are going to break and you need to be ready to avoid round-tripping it"  
[X Link](https://x.com/btc_overflow/status/2021757668520767567)  2026-02-12T01:26Z 17.1K followers, [----] engagements


"Not familiar with Blockfills but this rarely ends well. BLOCKFILLS HALTS WITHDRAWALS AMID CRYPTO TURMOIL Susquehanna-backed crypto lender BlockFills has suspended client deposits and withdrawals citing recent market volatility. The Chicago-based firm which serves [----] institutional clients and handled $60 bn in [----] trading https://t.co/kK2BLQkE3t BLOCKFILLS HALTS WITHDRAWALS AMID CRYPTO TURMOIL Susquehanna-backed crypto lender BlockFills has suspended client deposits and withdrawals citing recent market volatility. The Chicago-based firm which serves [----] institutional clients and handled"  
[X Link](https://x.com/btc_overflow/status/2021769758018855344)  2026-02-12T02:14Z 17.1K followers, [----] engagements


"@JohnMavler Just as we all agreed the top was the expected outcome in Q4 [----] and therefore would not happen because markets don't do what is expected but happened anyway the bottom could also very well materialize at the expected time"  
[X Link](https://x.com/btc_overflow/status/2022278902761111972)  2026-02-13T11:57Z 17.1K followers, [--] engagements


"@Eladsha12 Was only a 5% premium at issuance. Warrants marked at a 15% premium but will effectively be a discount since they won't be exercised unless ITM. Good that they could do raise but still going to be a challenging year"  
[X Link](https://x.com/btc_overflow/status/2022280737567707585)  2026-02-13T12:04Z 17.1K followers, [---] engagements


"@ableinch It's usually mid-month and announced with an 8-K"  
[X Link](https://x.com/btc_overflow/status/2022285393945559336)  2026-02-13T12:23Z 17.1K followers, [---] engagements


"@INDIANHODL What if $58K in [----] is $16K in [----]. I want a long grindy bottom that flattens IV for those options"  
[X Link](https://x.com/btc_overflow/status/2022367824996348272)  2026-02-13T17:50Z 17.1K followers, [---] engagements


"If you have any kind of life outside of investing you don't have the time to familiarize yourself with the ins-and-outs and nitty gritty details of every in-vogue investment theme. But you can familiarize yourself with narrative and chart patterns common to all bubble tops"  
[X Link](https://x.com/btc_overflow/status/2022692197544362000)  2026-02-14T15:19Z 17.1K followers, [---] engagements


"Smart building and city solutions company Kontrol Technologies $KNRLF becomes the latest company to announce adding bitcoin to their balance sheet. 🔥"  
[X Link](https://x.com/btc_overflow/status/1853247015251071114)  2024-11-04T01:24Z 17.1K followers, [----] engagements


"After further analysis I'm warming up much more to $MSTR's preferred stock offering $STRK. Doing a rudimentary back of the envelope calculation on STRK it is more accretive than 0% CBs if they convert in less than [----] years. It also removes credit risk as STRK is equity not debt. Here's how I arrived at [----] years: - STRK's initial conversion premium is 200% (calculated on $1000 strike) vs. 50% premium on CBs. - Assuming best case of 0% CB cumulative dividends must exceed the difference of 150% premium $500 before they are less accretive. - Dividends on [--] share of STRK = $80/year. 500/80 ="  
[X Link](https://x.com/btc_overflow/status/1884303369319149606)  2025-01-28T18:11Z 17.1K followers, [---] engagements


"@pikachustrategy No. I don't have a position in GME and don't plan to take one. Possibly there's a play there but I don't follow GME closely enough to have any business trading options on it"  
[X Link](https://x.com/btc_overflow/status/1892588611373064627)  2025-02-20T14:54Z 17.1K followers, [----] engagements


"+200 BTC for $DDC. Encouraging to see the smaller BTCTCs accumulating again. [----] starts strong 🚀 Our first Bitcoin purchase of the year. Added: [---] BTC 🟠 Total Holdings: [----] BTC 💰 Avg Cost: $88998 📈 BTC Yield (Period-To-Date): +16.9% 📊 BTC per [----] shares: [--------] Full release: https://t.co/op8d1wsyhk #Bitcoin #BTC #BTCTreasuries #DAT https://t.co/hj47dFJFo1 [----] starts strong 🚀 Our first Bitcoin purchase of the year. Added: [---] BTC 🟠 Total Holdings: [----] BTC 💰 Avg Cost: $88998 📈 BTC Yield (Period-To-Date): +16.9% 📊 BTC per [----] shares: [--------] Full release:"  
[X Link](https://x.com/btc_overflow/status/2011987563884531814)  2026-01-16T02:23Z 17.1K followers, [----] engagements


"If you're not following these companies you should be. All are taking inspiration from $MSTR and pushing forward with #Bitcoin treasuries: $SMLR: Semler Scientific $DEFTF (CA): DeFi Technologies $MOGO (CA): Mogo Inc. [----] (JP): #Metaplanet And possibly $DELL coming soon"  
[X Link](https://x.com/btc_overflow/status/1815409897405558908)  2024-07-22T15:33Z 17.1K followers, [----] engagements


"I like to watch the USD close price for $MTPLF and the JPY open price for [----] to look for inefficiencies. Feels like the USD price is stickier and doesn't move as much as it should relative to Metaplanet news and bitcoin movement. Anyone else notice this"  
[X Link](https://x.com/btc_overflow/status/1922376472074780756)  2025-05-13T19:40Z 17.1K followers, [----] engagements


"It's possible BTCTC price action is soft until September when capital allocators are back from summer vacation. Sept is also when some of the biggest industry news comes: - $MSTR S&P [---] inclusion or rejection - Possible announcement of $MTPLF prefs at Sept shareholder meeting"  
[X Link](https://x.com/btc_overflow/status/1948392428722897399)  2025-07-24T14:38Z 17.1K followers, [----] engagements


"Holy smokes final offer size for Strategy's new preferred stock $STRC was [--------] shares. At $90/sh that's over $2.52B 🤯"  
[X Link](https://x.com/anyuser/status/1948474864286961993)  2025-07-24T20:06Z 17.1K followers, 116.8K engagements


"Another SEK 109.19M ($11.4M) raise for H100 $HOGPF $GS9. Build up critical mass with private placements. Build liquidity with more listings. This is how the newer non-US BTCTCs get there step-by-step. H100 Group AB completes directed share issue raising SEK [------] million. Price: Friday close at SEK 7.82/share. Since launching our Bitcoin Treasury Strategy weve now raised a total of SEK [-----] billion ($114 million) in gross proceeds. https://t.co/IY51QkRDSI H100 Group AB completes directed share issue raising SEK [------] million. Price: Friday close at SEK 7.82/share. Since launching our"  
[X Link](https://x.com/btc_overflow/status/1949801321353052255)  2025-07-28T11:57Z 17.1K followers, [----] engagements


"There's a lot of pent up demand for $HOGPF that H100's formal listing on OTCQB is going to resolve. This is one of the last couple OTC uplistings that I'm looking forward to. If you ever wanted to front-run the US now is your chance. The German GS9 ticker for H100 is now live on IBKR. The performance of H100 is impressive. 130% BTC Yield in Q3 so far (*not* including todays purchase) [----] Forward mNAV Forward BTC in Treasury [----] BTC (if https://t.co/2KiwKTMQ9n If you ever wanted to front-run the US now is your chance. The German GS9 ticker for H100 is now live on IBKR. The performance of"  
[X Link](https://x.com/btc_overflow/status/1950923289594827112)  2025-07-31T14:15Z 17.1K followers, [----] engagements


"No rest for the Vikings. H100 $HOGPF stacks another [-----] BTC on the dip to bring its total over [---] BTC. H100 Group has purchased an additional [-----] BTC at an average price of SEK [-------] per BTC. Total BTC holdings: [-----] BTC https://t.co/xpx5DGedV1 H100 Group has purchased an additional [-----] BTC at an average price of SEK [-------] per BTC. Total BTC holdings: [-----] BTC https://t.co/xpx5DGedV1"  
[X Link](https://x.com/btc_overflow/status/1951292945954410757)  2025-08-01T14:44Z 17.1K followers, [----] engagements


"H100 $HOGPF looks to be in deep value territory this morning. No guarantees but the high volume sell-off could mark a bottom. Meanwhile the OTCQB listing is imminent and if other BTCTCs are any guide trading volume could literally double over night"  
[X Link](https://x.com/btc_overflow/status/1952724257626075584)  2025-08-05T13:31Z 17.1K followers, [----] engagements


"We are pleased to announce that our highly anticipated OTCID listing will commence trading tomorrow August 13th. U.S.-based investors will benefit from significantly enhanced access to H100 through the ticker $HOGPF. Tomorrow is the day🚀 H100 Group AB ($H100 GS9) Approved for Trading on OTC US First Trading Day Set for [--] August [----]. https://t.co/Okg3oFQriw Tomorrow is the day🚀 H100 Group AB ($H100 GS9) Approved for Trading on OTC US First Trading Day Set for [--] August [----]. https://t.co/Okg3oFQriw"  
[X Link](https://x.com/btc_overflow/status/1955305628714344547)  2025-08-12T16:29Z 17.1K followers, 40.5K engagements


"On its first day of trading $HOGPF was the 11th most traded stock on OTCID both by dollar volume and number of trades"  
[X Link](https://x.com/btc_overflow/status/1955969428648059360)  2025-08-14T12:27Z 17.1K followers, [----] engagements


"H100 Update. ($H100 $GS9 $HOGPF) We are proud to have continued increasing our bitcoin holdings during what has been one of the most challenging periods for Bitcoin Treasury Companies this year. This week we announced the purchase of [------] BTC representing a 12.6% increase to a total of [------] BTC held in our treasury. In media @Sanderandersenn appeared on @SyzTheFuture hosted by @RichardByworth in his most in depth interview yet on how he built H100's capital raising engine. Sander and I also met with @RoxomTV co-founder @borjamartels on a livestream. Behind the scenes we are making"  
[X Link](https://x.com/btc_overflow/status/1959358812387004517)  2025-08-23T20:55Z 17.1K followers, 21.4K engagements


"H100 Update. ($H100 $GS9 $HOGPF) Huge milestone for H100 this week. In just [---] days since adopting Bitcoin as our primary treasury reserve asset we have surpassed [----] BTC. We now hold [-------] BTC and have moved up to No. [--] on the Bitcoin [---] rankings. And we are only just getting started. [----] BTC is not only an important symbolic milestone but brings tangible market benefits such as eligibility for potential inclusion in ETFs like the Bitwise Bitcoin Standard Corporations ETF $OWNB. Finalizing preparations for our US roadshow continued to occupy our efforts this week. In light of interest"  
[X Link](https://x.com/btc_overflow/status/1964389743132889506)  2025-09-06T18:06Z 17.1K followers, 63.9K engagements


"H100 Update ($H100 $GS9 $HOGPF) Sep [--] [----]. Amidst broader volatility in the Bitcoin Treasury Company sector this week we were pleased to see resurgence in H100 trading volumes. On Thursday our $HOGPF OTC ticker traded [-------] shares which is the highest trading volume it has seen since mid-June. On Wednesday we announced the addition of a further [--] BTC to our treasury bringing us to a total of [-------] BTC. H100s highly anticipated US roadshow is now under way. Our CEO @Sanderandersenn and COO @Wiik_Johannes landed in Los Angeles on Saturday where they attended the All-In Summit. Later in"  
[X Link](https://x.com/btc_overflow/status/1966877889518858296)  2025-09-13T14:53Z 17.1K followers, 12K engagements


"H100 Update ($H100 $GS9 $HOGPF) Sep [--] [----]. In addition to the final leg of our US roadshow in NYC this was another week jam packed full of news for H100. On Wednesday we announced the addition of a further [--] BTC to our treasury bringing us up to a total of [-------] BTC. Following the results of our AGM @Sanderandersenn steps up from CEO to Executive Chairman and @Wiik_Johannes steps up from COO to CEO. This new tight management structure will allow us to even further improve our agility and speed of execution. We had a highly productive week meeting with both institutional and private"  
[X Link](https://x.com/btc_overflow/status/1969436540368470073)  2025-09-20T16:20Z 17.1K followers, [----] engagements


"H100 Update ($H100 $GS9 $HOGPF) Sep [--] [----]. As our Executive Chairman @Sanderandersenn commented its been a tough week for the @H100Group share price but its part of the reality of public markets and you cant always share whats in motion until its done. The strategies that took H100 Group from [--] to [----] BTC were exactly what we needed for that phase. However as we look to the path toward [-----] BTC and beyond new strategies will be needed. Our next phase of development focuses on scale liquidity and institutional partnerships. At this stage we are hyper focused on developing strategies that"  
[X Link](https://x.com/btc_overflow/status/1971938509733663100)  2025-09-27T14:02Z 17.1K followers, 11.9K engagements


"H100 Update ($H100 $GS9 $HOGPF) Oct [--] [----]. In recent weeks there has been much conversation on X and online about BTCTC share prices largely having moved together over prior months and the market not valuing companies as if it were differentiating among companies with varying histories of execution and strategy. There are two salient points of differentiation for H100 amidst current market circumstances. 1) H100 has not relied exclusively on share issuance for fundraising but has also employed leverage in the form of convertible bonds with a current leverage ratio of 31%. We are well"  
[X Link](https://x.com/btc_overflow/status/1982120485732188279)  2025-10-25T16:22Z 17.1K followers, [----] engagements


"H100 Update ($H100 $GS9 $HOGPF) Nov [--] [----]. Much time this week was spent on preparation of written materials and documents in relation to execution of steps in our Operation Svalbard roadmap. While we are not at liberty to discuss detailed status updates on current operations we continue to work hard behind the scenes and remain optimistic about the rest of Q4 [----]. Two main themes emerged in markets this week relevant to H100. Firstly there has been much discussion about long-term holders selling bitcoin. $100000 was a milestone price level that holders from as far back as the Satoshi era"  
[X Link](https://x.com/btc_overflow/status/1984629972565168627)  2025-11-01T14:33Z 17.1K followers, [----] engagements


"H100 Update ($H100 $GS9 $HOGPF) Nov [--] [----]. The H100 team spent much of this week preparing for earnings which will be reported next week on Wednesday November [--] for the interim period of May-September [----]. In markets its been another week of pressure on Bitcoin and Bitcoin treasuries. Though we have seen some positive developments in the space. Last weekend Jim Chanos announced unwinding his highly publicized Short MSTR/Long BTC pair trade and advising his clients to do the same removing significant short interest from the BTCTC space. In tandem one of our most active investor community"  
[X Link](https://x.com/btc_overflow/status/1989725745501864237)  2025-11-15T16:02Z 17.1K followers, [----] engagements


"Werkman may be in common but I think SQNS is actually a far worse comp. SQNS is a French stock that did not even do a reverse split--what it did was adjust its ADS share ratio. It also carried the burden of being 50% levered with CBs right out of the gate. Materially different circumstances to either Metaplanet or ASST. https://twitter.com/i/web/status/2011883320880115828 https://twitter.com/i/web/status/2011883320880115828"  
[X Link](https://x.com/btc_overflow/status/2011883320880115828)  2026-01-15T19:28Z 17.1K followers, [----] engagements


"One other interesting fact about Canada is that it is to my knowledge the only other country with a US-syle ATM facility. No workarounds needed. $LQWD has one of the larger global markets to grow into with some of the most robust capital markets facilities to employ. Just want to share some classic Zynx DD. Ignore the noise. Buy the dip. There's a reason why I chose LQWD for my Canada horse. Sentiment comes and go but the numbers do not lie. There's another Canadian BTC treasury with a $28mil market cap. LQWD has a 102mil market cap. https://t.co/a1IOle5tAr Just want to share some classic"  
[X Link](https://x.com/btc_overflow/status/1941109509017256037)  2025-07-04T12:19Z 17.1K followers, [----] engagements


"Won't be long before H100 $HOGPF is ready to add some new tranches. Updated H100 cap table based on closure of Tranche's [--] & [--]. This cleans things up a lot and looks great. Tranche [--] still negotiable and could be moved higher. Current adjusted mNAV = [--] Future adjusted mNAV = [---] Bring on the BTC purchases 💪 https://t.co/uxx8a2MHIj Updated H100 cap table based on closure of Tranche's [--] & [--]. This cleans things up a lot and looks great. Tranche [--] still negotiable and could be moved higher. Current adjusted mNAV = [--] Future adjusted mNAV = [---] Bring on the BTC purchases 💪 https://t.co/uxx8a2MHIj"  
[X Link](https://x.com/btc_overflow/status/1943418110859432284)  2025-07-10T21:12Z 17.1K followers, [----] engagements


"H100 $HOGPF is raising funds relentlessly. I love seeing a new raise announced on a Sunday afternoon. H100 Group has completed a directed share issue raising approximately SEK [----] million ($4.4 million). The offering was priced at SEK [----] in line with Fridays VWAP. https://t.co/hEuGYaIuHd H100 Group has completed a directed share issue raising approximately SEK [----] million ($4.4 million). The offering was priced at SEK [----] in line with Fridays VWAP. https://t.co/hEuGYaIuHd"  
[X Link](https://x.com/btc_overflow/status/1944505924934140067)  2025-07-13T21:15Z 17.1K followers, [----] engagements


"@mandalorianHODL @Sanderandersenn I think there are 2-3 weeks left on H100's OTCQB listing process"  
[X Link](https://x.com/btc_overflow/status/1945208244185583691)  2025-07-15T19:46Z 17.1K followers, [---] engagements


"H100 $HOGPF adds another [-----] BTC to its treasury. More to come. Cash announced from its recent raise is enough to bring the total up to [---] BTC once cleared and fully deployed. H100 Group has purchased an additional [-----] BTC at an average price of SEK [-------] per BTC. Total BTC holdings: [---] BTC https://t.co/rTdmoBzrIJ H100 Group has purchased an additional [-----] BTC at an average price of SEK [-------] per BTC. Total BTC holdings: [---] BTC https://t.co/rTdmoBzrIJ"  
[X Link](https://x.com/btc_overflow/status/1945482967368794564)  2025-07-16T13:57Z 17.1K followers, [----] engagements


"Another 38% jump in BTC holdings to [---] BTC for H100 $HOGPF H100 Group has purchased an additional [------] BTC at an average price of SEK [-------] per BTC. Total BTC holdings: [------] BTC https://t.co/R3K2bnhrAK H100 Group has purchased an additional [------] BTC at an average price of SEK [-------] per BTC. Total BTC holdings: [------] BTC https://t.co/R3K2bnhrAK"  
[X Link](https://x.com/btc_overflow/status/1947325939425173907)  2025-07-21T16:00Z 17.1K followers, [----] engagements


"H100 $HOGPF's new $GS9 listing on the Frankfurt Stock Exchange will resolve access issues for many. Notably the listing makes it available to IBKR users worldwide. H100 Group AB has been approved for trading on the Frankfurt Stock Exchange (Open Market). Trading commenced today [--] July [----] under the ticker symbol $GS9. This marks an important milestone as we continue expanding our global presence. https://t.co/iweNNyxnsX H100 Group AB has been approved for trading on the Frankfurt Stock Exchange (Open Market). Trading commenced today [--] July [----] under the ticker symbol $GS9. This marks an"  
[X Link](https://x.com/btc_overflow/status/1947638669894139908)  2025-07-22T12:43Z 17.1K followers, [----] engagements


"Beautiful new analytics dashboard for H100 $HOGPF $GS9. Powered by @StrategyTracker. Our analytics page is now live Thanks to @strategytracker for the amazing work. 🔗 https://t.co/cXNXJJtgpS Our analytics page is now live Thanks to @strategytracker for the amazing work. 🔗 https://t.co/cXNXJJtgpS"  
[X Link](https://x.com/btc_overflow/status/1947691296996397195)  2025-07-22T16:12Z 17.1K followers, [----] engagements


"H100 $HOGPF $GS9 continues its steady march to [----] BTC with a 23% increase to a total of [------] BTC. H100 Group has purchased an additional [------] BTC at an average price of SEK [-------] per BTC. Total BTC holdings: [------] BTC https://t.co/bwgCJoud45 H100 Group has purchased an additional [------] BTC at an average price of SEK [-------] per BTC. Total BTC holdings: [------] BTC https://t.co/bwgCJoud45"  
[X Link](https://x.com/btc_overflow/status/1948023341706604878)  2025-07-23T14:12Z 17.1K followers, [----] engagements


"The new Frankfurt listed GS9 ticker for H100 $HOGPF is showing in IBKR now. Still waiting on chart data. This is an important step for H100 to help increase the all important liquidity and trading volume that BTCTCs need to thrive"  
[X Link](https://x.com/btc_overflow/status/1948793530857505085)  2025-07-25T17:12Z 17.1K followers, [----] engagements


"H100 $HOGPF $GS9 closing in on [----] BTC fast with another [----] BTC purchase. @Sanderandersenn is also one of the most aggressive fundraisers and BTC stackers. I'm watching H100's progress to [----] BTC and beyond very closely. H100 Group has purchased an additional [----] BTC at an average price of SEK [-------] per BTC. Total BTC holdings: [-----] BTC https://t.co/mEMD1CrdFQ H100 Group has purchased an additional [----] BTC at an average price of SEK [-------] per BTC. Total BTC holdings: [-----] BTC https://t.co/mEMD1CrdFQ"  
[X Link](https://x.com/btc_overflow/status/1950556049548714264)  2025-07-30T13:56Z 17.1K followers, [----] engagements


"Looks like the H100 $HOGPF whale dump or whatever that was is over. Still down on the day but a considerable rebound off the low. Nice clean volume spike at the bottom where someone dumped a block of 100K shares. Can't imagine selling at a worse time with OTCQB coming. H100 $HOGPF looks to be in deep value territory this morning. No guarantees but the high volume sell-off could mark a bottom. Meanwhile the OTCQB listing is imminent and if other BTCTCs are any guide trading volume could literally double over night. H100 $HOGPF looks to be in deep value territory this morning. No guarantees but"  
[X Link](https://x.com/btc_overflow/status/1952755744278757581)  2025-08-05T15:37Z 17.1K followers, [----] engagements


"Good morning H💯DLers. H100 begins trading under its newly approved OTCID listing in about [--] minutes. Ticker: $HOGPF"  
[X Link](https://x.com/btc_overflow/status/1955618305668235774)  2025-08-13T13:11Z 17.1K followers, 12.3K engagements


"My first week at H100 so far: ✅ Head of Bitcoin Strategy onboarded (me) ✅ SEK 65.3M ($6.86M) raised ✅ [----] BTC acquired - Total [---] BTC ✅ $HOGPF listing live on OTCID And it's only Wednesday"  
[X Link](https://x.com/btc_overflow/status/1955668805742625225)  2025-08-13T16:32Z 17.1K followers, 34.8K engagements


"Now bitcoin is in price discovery. A very auspicious week to start my new role at H100"  
[X Link](https://x.com/btc_overflow/status/1955778612411466228)  2025-08-13T23:48Z 17.1K followers, [----] engagements


"Risk of default doesn't really answer the fundamental question either. Also consider that if people simply chose to price STRF as the volatile asset it's claim is in principle uncapped. The moving floor on liq pref simply ratchets upward with price. MSTR could consider putting a cap on how high the liq pref can go then we'd have a real structural reason to treat it as capped"  
[X Link](https://x.com/btc_overflow/status/1957084337221832894)  2025-08-17T14:17Z 17.1K followers, [---] engagements


"H100 Update. ($H100 $GS9 $HOGPF) This week H100 continued making progress with the acquisition of a further [-----] BTC bringing our total BTC holdings up to [-----] BTC. We are now just a stones throw away from the [----] BTC milestone. Planning for our US roadshow took up much of our efforts this week. For investors wishing to meet with H100 @Sanderandersenn will be at the All-In Summit in Los Angeles from Sep 7-9 and our executive team will be attending The Bitcoin Treasuries NYC Unconference on Sep 17th. We also have meetings with strategic investors planned adjacent to these events and are"  
[X Link](https://x.com/btc_overflow/status/1961805414359511159)  2025-08-30T14:57Z 17.1K followers, 13.8K engagements


"Today was the highest trading volume on $HOGPF since shortly after the OTCID listing went live"  
[X Link](https://x.com/btc_overflow/status/1965873016946176263)  2025-09-10T20:20Z 17.1K followers, 20.7K engagements


"$HOGPF punched a new local high on trading volume exceeding the [-------] shares traded seen on OTCID launch day. Highest trading volume since mid-June"  
[X Link](https://x.com/btc_overflow/status/1966235910351270143)  2025-09-11T20:22Z 17.1K followers, [----] engagements


"H100 Update ($H100 $GS9 $HOGPF) Oct [--] [----]. This week H100 published our Operation Svalbard roadmap. [--] steps to strengthen H100 at the intersection of Bitcoin and longevity. Direct link: We have received many questions and here are a few FAQs: Q: Are the [--] steps in chronological order A: There are some sequential interdependenciessome steps make other steps possible. But in general it is not chronological. We are working across multiple steps in parallel. Q: Has some of the work been done already A: Yes we are already in motion on various stages of planning and execution. Q: Do you plan to"  
[X Link](https://x.com/btc_overflow/status/1977011308907155537)  2025-10-11T14:00Z 17.1K followers, [----] engagements


"After declaring 5x-10x mNAV the new norm for BTCTCs in June many are now declaring 1x mNAV the new norm. In my view this way of thinking about mNAV is fundamentally wrong-headed. Historically mNAV is a volatile cyclical phenomenon. Not a steady-state value adhering to norms"  
[X Link](https://x.com/btc_overflow/status/1979245188674367964)  2025-10-17T17:56Z 17.1K followers, 25.9K engagements


"H100 Update ($H100 $GS9 $HOGPF) Oct [--] [----]. Amid a continued challenging market environment recent events highlight the resilience of intelligently structured corporate leverage. Whereas an estimated $5.36 billion in leveraged bitcoin positions and $19.5 billion in total leveraged crypto positions were liquidated in last weekends flash crash unsecured debt in the form of convertible bonds that are termed out years into the future such as H100 has commonly employed faced no immediate liquidation risk. Asset-liability matching is a key component of risk management when strategically employing"  
[X Link](https://x.com/btc_overflow/status/1979570197758685639)  2025-10-18T15:28Z 17.1K followers, [----] engagements


"H100 Update ($H100 $GS9 $HOGPF) Nov [--] [----]. H100 saw elevated trading volumes toward the end of this week. [-------] shares traded on Thursday the second highest daily volume since August. Diluted mNAV briefly dipped below 1x earlier in the week but has since recovered to slightly above 1x. As addressed in my previous update there was much discussion last week about how Strategys intentions to launch foreign currency denominated preferred shares impacts non-US BTCTCs. This week we saw Strategy go to market with euro-denominated preferred shares. We continue to believe that this is a net"  
[X Link](https://x.com/btc_overflow/status/1987154993737035997)  2025-11-08T13:47Z 17.1K followers, [----] engagements


"New UK BTCTC $XCE makes it first to market with a fully Bitcoin-denominated convertible bond where the conversion price is set in bitcoin terms and adjusts up and down with BTC price. We set out to design the XCE BTC Bond to appeal to BTC-maxi institutional / sophisticated investors holding significant BTC and looking to outperform BTC 🟠 🫡 the @XCEofficial team including @RichardByworth and @VijaySelvam have designed the Bonds to be a key treasury scaling https://t.co/Rktbnu1vYz We set out to design the XCE BTC Bond to appeal to BTC-maxi institutional / sophisticated investors holding"  
[X Link](https://x.com/btc_overflow/status/2008178608163135508)  2026-01-05T14:07Z 17.1K followers, [----] engagements


"Bitwise's new currency debasement trade ETF $BPRO certainly captures the moment. Bitcoin gold silver metals and miners in a single ETF. Today the debasement trade has a new weapon in its arsenal. Introducing the Bitwise Proficio Currency Debasement ETF (NYSE: BPRO) a first-of-its-kind actively managed investment strategy targeting assets poised to benefit from the eroding purchasing power of fiat currencies https://t.co/kpKPFK26p0 Today the debasement trade has a new weapon in its arsenal. Introducing the Bitwise Proficio Currency Debasement ETF (NYSE: BPRO) a first-of-its-kind actively"  
[X Link](https://x.com/btc_overflow/status/2014563285912220015)  2026-01-23T04:58Z 17.1K followers, [----] engagements

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