[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@DavidFBailey](/creator/twitter/DavidFBailey) "🫡 Thank you President Trump you will go down in history as the first Bitcoin and Crypto world leader. Its been an honor to be a (tiny) part of it. Promises Made Promises Kept"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1946304727597085154) 2025-07-18 20:23:02 UTC 98.5K followers, 24.9K engagements "Lots of reasons: -investments that are still held at their cost basis (because they havent listed for example) -illiquidity discounts -vesting schedule -measuring period if you measured our performance from our first treasury company investment the results 3x -initial allocation to the strategy was small (few % of total fund took time to scale up) -weve had multiple 10-100x but weve also had a few 2-5x that have dragged avg"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1949128348082278797) 2025-07-26 15:23:05 UTC 98.5K followers, XX engagements "We dont have a defined strategy of only picking one treasury company in each market we plan on underwriting thousands of deals. We want at least one deal in every market but markets where weve joined a board and have significant capital deployed we are going to focus our efforts on supporting that business. Initially we were funding every deal with good economics and thats how we ended up in multiple Canada Cos. Were refining our international strategy so the market isnt confused but itll be a couple months before we share anything. Right now all hands on deck for closing Nakamoto"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1948841880613257632) 2025-07-25 20:24:46 UTC 98.5K followers, XXX engagements "Yelp United Airlines screwed me on flight this morning and I cant score a charter in fast enough time so Im missing todays Bill signing at WH 😭. Congratulations @realDonaldTrump @SenatorHagerty @SenLummis and everyone from our industry who made this happen. Enjoy today"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1946231845198192761) 2025-07-18 15:33:25 UTC 98.5K followers, 41.6K engagements "Correct me if I'm wrong but. If enough eth validators were owned by public ethereum treasury companies (20% of total eth supply) you could XX% attack the public equities (ie take majority control many ways to achieve that via capital markets)- and you'd have governance control over ethereum. In other words securities law would become eth's consensus mechanism"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1948032918275653662) 2025-07-23 14:50:15 UTC 98.5K followers, 88.8K engagements "We are at the finish line of getting deminimus bitcoin transactions ($600) cap gains free AND ending double taxation on mining/staking in the Big Beautiful Bill. This might be our only shot at this for a while today/tomorrow call or email your senator and make sure they know how much you SUPPORT this. If you are a major donor reach out to your point of contact and let them know. It is so so so close just need one extra push"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1938739489679257633) 2025-06-27 23:21:29 UTC 98.5K followers, 443.5K engagements "@Jrag0x Sorry perhaps I used wrong term chain finality. Idk a ton about eth anymore so I could be wrong but I thought the whole point of validators was chain state consensus"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1948040524385964165) 2025-07-23 15:20:28 UTC 98.5K followers, XXX engagements "The play is securitized bitcoin. Equities are one kind of security. Dream bigger"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1948458944436810070) 2025-07-24 19:03:07 UTC 98.5K followers, 22.8K engagements "I want to thank @bgarlinghouse and @chrislarsensf for extending an olive branch and donating the Skull of Satoshi to the Bitcoin community. Very cool of them and Im thankful for their acknowledgment that Bitcoin mining is GREEN. It will be on display at the Bitcoin Museum in Nashville where it will serve as a reminder of the btc communitys resilience and unity. To the moon"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1928266398079537549) 2025-05-30 01:45:09 UTC 98.6K followers, 687.4K engagements "You can critique the details but undeniably the crypto legislation that was just passed is historic and everyone involved deserves immense respect for pushing the ball forward. Hard fought victory. Congratulations 🎉 🍾"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1945950105980285360) 2025-07-17 20:53:53 UTC 98.5K followers, 25.8K engagements "@arkham How do you know the government controls that address"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1948118971833819541) 2025-07-23 20:32:11 UTC 98.5K followers, 1101 engagements "Quick update: We received additional round of comments and clarifications from SEC on Wednesday all in response to our most recent revisions. Minor but fair. We had a constructive call with them yesterday to clarify their comments. We refiled our amended information statement late last night. Fingers crossed this is last turn🤞 Were very close and we feel immense pressure to close as soon as possible. While we are in this quiet period we are working hard to prepare for go time and I cant wait to share updates on our actual business progress. Appreciate everyones patience and support- we will"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1946199169724514762) 2025-07-18 13:23:35 UTC 98.5K followers, 36.4K engagements "When were done everyone everywhere will know the name Nakamoto"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1922836441798746392) 2025-05-15 02:08:26 UTC 98.6K followers, 217.8K engagements "So previous epochs are unforkable How does that work It also wouldn't cost $81b because you're buying into the controlling equity. it'd cost XX% of that. but you could also hedges or use debt financing to get control of that equity so it's much more complex. You could also rally other existing shareholders that would bring down the cost quite a bit. If the validators were slashed theres some interesting legal/moral questions that arise. Appreciate the thoughtful response I didn't mean to dig at ethereum specifically but POS systems inside of securities wrappers"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1948391637337453021) 2025-07-24 14:35:40 UTC 98.5K followers, 1541 engagements "@coryklippsten How could he possible know the USA controls those utxos Thats not how this works"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1945578421007835367) 2025-07-16 20:16:57 UTC 98.5K followers, 12.8K engagements "JPow getting fired just as we find out USA needs to buy a few hundred thousand bitcoin to refill the SBR Manifest Destiny"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1945551768357617741) 2025-07-16 18:31:02 UTC 98.5K followers, 69.4K engagements "It looks like we might know how many Bitcoin the us government is holding now and its about XX% less than thought. Explains why the price action was stuck for so long. Bullish"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1945517726723715508) 2025-07-16 16:15:46 UTC 98.5K followers, 464K engagements "Kudos to @brian_armstrong who is a total G and rightfully earned the ATH. Now he just needs to build a proper Bitcoin treasury"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1938273662655754633) 2025-06-26 16:30:27 UTC 98.5K followers, 647.9K engagements "UTXO is the best performing hedge fund out there making money at decent scale and we dont touch altcoins. Bitcoin only. Under appreciated imo"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1945666092476899489) 2025-07-17 02:05:19 UTC 98.5K followers, 26K engagements "Trump saying he would fire Gary Gensler @TheBitcoinConf is one of most iconic political moments of the 21st century"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1946371125295910919) 2025-07-19 00:46:52 UTC 98.5K followers, 25.2K engagements "hostile takeovers is a whole world unto itself in capital markets so I will just point you to study those strategies. in terms of getting socially slashed. how do you slash a public company without screwing the other XX% of shareholders who are innocent How do you determine when to slash them It'd have to be before they've revealed their hand"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1948039618051363311) 2025-07-23 15:16:52 UTC 98.5K followers, XXX engagements "lol Mr. Nakamoto too dope not to post Even the Commander-in-Chief rolls #NAKANATION"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1946009523145130359) 2025-07-18 00:50:00 UTC 98.5K followers, 18.1K engagements "Really opens quite an interesting investment strategy since Ethereum is not a security then ethereum holders have no legal rights (correct me if I'm wrong here). You could reorg the chain slash other users screw up all assets and L2s issued on top eth. legally pillage"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1948035823191867580) 2025-07-23 15:01:47 UTC 98.5K followers, 12.5K engagements "Can someone explain why you would not sell btc to buy back shares if the company is trading at a discount to the btc on the balance sheet Why would you not sell X btc to acquire XXX btc Am I missing something (unless you have enough bitcoin that doing so would move the market)"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1922499597173150062) 2025-05-14 03:49:56 UTC 98.5K followers, 191K engagements "@gpatrickhubbard @BTC_Archive Idk how they know that address is controlled by USA rather than by a custodian"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1948181795893018713) 2025-07-24 00:41:50 UTC 98.5K followers, XXX engagements "Trump has delivered on every promise to the Bitcoin community so far and is one of the most unconventional Presidents in American history. Fade the SBR at your own risk"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1942728950503153789) 2025-07-08 23:34:10 UTC 98.5K followers, 64.6K engagements "@digitalartchick You dont need to buy any eth you just buy stock in companies that already own it"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1948222019436220925) 2025-07-24 03:21:40 UTC 98.5K followers, 1086 engagements "PLEASE MR PRESIDENT NOT BEFORE AUGUST 11th 🙏🙏🙏🙏 p.s. promises made promises kept"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1948106369414168871) 2025-07-23 19:42:07 UTC 98.5K followers, 75.7K engagements "Growth demands a valuation premium. Bitcoin Treasury companies are growing their Bitcoin per share. This is why mNAV exists. That simple. H/t @DzambhalaHODL"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1946203417728131364) 2025-07-18 13:40:28 UTC 98.6K followers, 20.6K engagements "How will your life be different at $1m/btc than it is today Write that down and make sure you reread it when we get there"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1944863169576345967) 2025-07-14 20:54:48 UTC 98.5K followers, 80.8K engagements "Why doesn't the company you work for own any Bitcoin on their balance sheet Why doesn't it accept Bitcoin for payments Why doesn't it offer it as a payroll benefit You should champion it. You should make it happen. The worst they can do is fire you (they wont). Start now. GM"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1948389191135469829) 2025-07-24 14:25:57 UTC 98.6K followers, 26.1K engagements "I'm salty enough to preserve the world's beef supply until the heat death of the universe 😭😭😭"  [@DavidFBailey](/creator/x/DavidFBailey) on [X](/post/tweet/1946270952922251652) 2025-07-18 18:08:49 UTC 98.6K followers, 10.2K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@DavidFBailey
"🫡 Thank you President Trump you will go down in history as the first Bitcoin and Crypto world leader. Its been an honor to be a (tiny) part of it. Promises Made Promises Kept"
@DavidFBailey on X 2025-07-18 20:23:02 UTC 98.5K followers, 24.9K engagements
"Lots of reasons: -investments that are still held at their cost basis (because they havent listed for example) -illiquidity discounts -vesting schedule -measuring period if you measured our performance from our first treasury company investment the results 3x -initial allocation to the strategy was small (few % of total fund took time to scale up) -weve had multiple 10-100x but weve also had a few 2-5x that have dragged avg" @DavidFBailey on X 2025-07-26 15:23:05 UTC 98.5K followers, XX engagements
"We dont have a defined strategy of only picking one treasury company in each market we plan on underwriting thousands of deals. We want at least one deal in every market but markets where weve joined a board and have significant capital deployed we are going to focus our efforts on supporting that business. Initially we were funding every deal with good economics and thats how we ended up in multiple Canada Cos. Were refining our international strategy so the market isnt confused but itll be a couple months before we share anything. Right now all hands on deck for closing Nakamoto" @DavidFBailey on X 2025-07-25 20:24:46 UTC 98.5K followers, XXX engagements
"Yelp United Airlines screwed me on flight this morning and I cant score a charter in fast enough time so Im missing todays Bill signing at WH 😭. Congratulations @realDonaldTrump @SenatorHagerty @SenLummis and everyone from our industry who made this happen. Enjoy today" @DavidFBailey on X 2025-07-18 15:33:25 UTC 98.5K followers, 41.6K engagements
"Correct me if I'm wrong but. If enough eth validators were owned by public ethereum treasury companies (20% of total eth supply) you could XX% attack the public equities (ie take majority control many ways to achieve that via capital markets)- and you'd have governance control over ethereum. In other words securities law would become eth's consensus mechanism" @DavidFBailey on X 2025-07-23 14:50:15 UTC 98.5K followers, 88.8K engagements
"We are at the finish line of getting deminimus bitcoin transactions ($600) cap gains free AND ending double taxation on mining/staking in the Big Beautiful Bill. This might be our only shot at this for a while today/tomorrow call or email your senator and make sure they know how much you SUPPORT this. If you are a major donor reach out to your point of contact and let them know. It is so so so close just need one extra push" @DavidFBailey on X 2025-06-27 23:21:29 UTC 98.5K followers, 443.5K engagements
"@Jrag0x Sorry perhaps I used wrong term chain finality. Idk a ton about eth anymore so I could be wrong but I thought the whole point of validators was chain state consensus" @DavidFBailey on X 2025-07-23 15:20:28 UTC 98.5K followers, XXX engagements
"The play is securitized bitcoin. Equities are one kind of security. Dream bigger" @DavidFBailey on X 2025-07-24 19:03:07 UTC 98.5K followers, 22.8K engagements
"I want to thank @bgarlinghouse and @chrislarsensf for extending an olive branch and donating the Skull of Satoshi to the Bitcoin community. Very cool of them and Im thankful for their acknowledgment that Bitcoin mining is GREEN. It will be on display at the Bitcoin Museum in Nashville where it will serve as a reminder of the btc communitys resilience and unity. To the moon" @DavidFBailey on X 2025-05-30 01:45:09 UTC 98.6K followers, 687.4K engagements
"You can critique the details but undeniably the crypto legislation that was just passed is historic and everyone involved deserves immense respect for pushing the ball forward. Hard fought victory. Congratulations 🎉 🍾" @DavidFBailey on X 2025-07-17 20:53:53 UTC 98.5K followers, 25.8K engagements
"@arkham How do you know the government controls that address" @DavidFBailey on X 2025-07-23 20:32:11 UTC 98.5K followers, 1101 engagements
"Quick update: We received additional round of comments and clarifications from SEC on Wednesday all in response to our most recent revisions. Minor but fair. We had a constructive call with them yesterday to clarify their comments. We refiled our amended information statement late last night. Fingers crossed this is last turn🤞 Were very close and we feel immense pressure to close as soon as possible. While we are in this quiet period we are working hard to prepare for go time and I cant wait to share updates on our actual business progress. Appreciate everyones patience and support- we will" @DavidFBailey on X 2025-07-18 13:23:35 UTC 98.5K followers, 36.4K engagements
"When were done everyone everywhere will know the name Nakamoto" @DavidFBailey on X 2025-05-15 02:08:26 UTC 98.6K followers, 217.8K engagements
"So previous epochs are unforkable How does that work It also wouldn't cost $81b because you're buying into the controlling equity. it'd cost XX% of that. but you could also hedges or use debt financing to get control of that equity so it's much more complex. You could also rally other existing shareholders that would bring down the cost quite a bit. If the validators were slashed theres some interesting legal/moral questions that arise. Appreciate the thoughtful response I didn't mean to dig at ethereum specifically but POS systems inside of securities wrappers" @DavidFBailey on X 2025-07-24 14:35:40 UTC 98.5K followers, 1541 engagements
"@coryklippsten How could he possible know the USA controls those utxos Thats not how this works" @DavidFBailey on X 2025-07-16 20:16:57 UTC 98.5K followers, 12.8K engagements
"JPow getting fired just as we find out USA needs to buy a few hundred thousand bitcoin to refill the SBR Manifest Destiny" @DavidFBailey on X 2025-07-16 18:31:02 UTC 98.5K followers, 69.4K engagements
"It looks like we might know how many Bitcoin the us government is holding now and its about XX% less than thought. Explains why the price action was stuck for so long. Bullish" @DavidFBailey on X 2025-07-16 16:15:46 UTC 98.5K followers, 464K engagements
"Kudos to @brian_armstrong who is a total G and rightfully earned the ATH. Now he just needs to build a proper Bitcoin treasury" @DavidFBailey on X 2025-06-26 16:30:27 UTC 98.5K followers, 647.9K engagements
"UTXO is the best performing hedge fund out there making money at decent scale and we dont touch altcoins. Bitcoin only. Under appreciated imo" @DavidFBailey on X 2025-07-17 02:05:19 UTC 98.5K followers, 26K engagements
"Trump saying he would fire Gary Gensler @TheBitcoinConf is one of most iconic political moments of the 21st century" @DavidFBailey on X 2025-07-19 00:46:52 UTC 98.5K followers, 25.2K engagements
"hostile takeovers is a whole world unto itself in capital markets so I will just point you to study those strategies. in terms of getting socially slashed. how do you slash a public company without screwing the other XX% of shareholders who are innocent How do you determine when to slash them It'd have to be before they've revealed their hand" @DavidFBailey on X 2025-07-23 15:16:52 UTC 98.5K followers, XXX engagements
"lol Mr. Nakamoto too dope not to post Even the Commander-in-Chief rolls #NAKANATION" @DavidFBailey on X 2025-07-18 00:50:00 UTC 98.5K followers, 18.1K engagements
"Really opens quite an interesting investment strategy since Ethereum is not a security then ethereum holders have no legal rights (correct me if I'm wrong here). You could reorg the chain slash other users screw up all assets and L2s issued on top eth. legally pillage" @DavidFBailey on X 2025-07-23 15:01:47 UTC 98.5K followers, 12.5K engagements
"Can someone explain why you would not sell btc to buy back shares if the company is trading at a discount to the btc on the balance sheet Why would you not sell X btc to acquire XXX btc Am I missing something (unless you have enough bitcoin that doing so would move the market)" @DavidFBailey on X 2025-05-14 03:49:56 UTC 98.5K followers, 191K engagements
"@gpatrickhubbard @BTC_Archive Idk how they know that address is controlled by USA rather than by a custodian" @DavidFBailey on X 2025-07-24 00:41:50 UTC 98.5K followers, XXX engagements
"Trump has delivered on every promise to the Bitcoin community so far and is one of the most unconventional Presidents in American history. Fade the SBR at your own risk" @DavidFBailey on X 2025-07-08 23:34:10 UTC 98.5K followers, 64.6K engagements
"@digitalartchick You dont need to buy any eth you just buy stock in companies that already own it" @DavidFBailey on X 2025-07-24 03:21:40 UTC 98.5K followers, 1086 engagements
"PLEASE MR PRESIDENT NOT BEFORE AUGUST 11th 🙏🙏🙏🙏 p.s. promises made promises kept" @DavidFBailey on X 2025-07-23 19:42:07 UTC 98.5K followers, 75.7K engagements
"Growth demands a valuation premium. Bitcoin Treasury companies are growing their Bitcoin per share. This is why mNAV exists. That simple. H/t @DzambhalaHODL" @DavidFBailey on X 2025-07-18 13:40:28 UTC 98.6K followers, 20.6K engagements
"How will your life be different at $1m/btc than it is today Write that down and make sure you reread it when we get there" @DavidFBailey on X 2025-07-14 20:54:48 UTC 98.5K followers, 80.8K engagements
"Why doesn't the company you work for own any Bitcoin on their balance sheet Why doesn't it accept Bitcoin for payments Why doesn't it offer it as a payroll benefit You should champion it. You should make it happen. The worst they can do is fire you (they wont). Start now. GM" @DavidFBailey on X 2025-07-24 14:25:57 UTC 98.6K followers, 26.1K engagements
"I'm salty enough to preserve the world's beef supply until the heat death of the universe 😭😭😭" @DavidFBailey on X 2025-07-18 18:08:49 UTC 98.6K followers, 10.2K engagements