Thomas G @CompoundFI

Norway Joined March 2012

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The Kobeissi Letter @KobeissiLetter

a month ago

As with anything disruptive, calls for an "AI bubble" are here. But, we believe AI is still early, with many large tech companies becoming cheaper on a forward multiple basis. The AI revolution is heating up. Follow us @KobeissiLetter for real time analysis as this develops.

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Bitcoin News @BitcoinNewsCom

2 months ago

NEW: 🇳🇴 Norway’s $1.9T sovereign wealth fund, managed by Norges Bank Investment Management, boosted its indirect Bitcoin exposure to 7,161 BTC in Q2 2025, up 192% from 2,446 BTC a year ago.

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Thomas G @CompoundFI

2 months ago

Well expectations are definitely set for this one.....SP500 next?

Michael Saylor @saylor

2 months ago

Well expectations are definitely set for this one.....SP500 next?

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Strategy @Strategy

2 months ago

We're excited to announce that leading Bitcoin analysts will be joining the live Q&A of our Q2 earnings call tomorrow at 5 PM ET: @LynAldenContact, @PrestonPysh, @Excellion, and @PunterJeff.

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Thomas G @CompoundFI

2 months ago

$2,5 Billion upsized offering - more than all other preferred´s combined !! THESIS: STRC IS MONETARY INFRASTRUCTURE STRC is a Trojan Horse for monetary rearchitecture. BTC becomes the reserve asset. STRC the debt instrument. MSTR the issuer. If this works, every nation, corp,…

Strategy @Strategy

2 months ago

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Eric Balchunas @EricBalchunas

3 months ago

$IBIT blew through the $80b mark last night, fastest ETF to get there in 374 days, about 5x faster than the previous record, held by $VOO, which did it in 1,814 days. Also at $83b it's now 21st biggest ETF overall.. via @JackiWang17

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Thomas G @CompoundFI

3 months ago

Well - congratulations Blackrock. I lost track of how many conversations I had with "experts" saying BTC is not going to be significant.......energy converting fiat

The Kobeissi Letter @KobeissiLetter

3 months ago

Well - congratulations Blackrock. I lost track of how many conversations I had with "experts" saying BTC is not going to be significant.......energy converting fiat

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Strategy @Strategy

3 months ago

Now we're torque-ing.

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Strategy @Strategy

3 months ago

Strategy has added $21 billion of Digital Assets value in Q2 2025. $MSTR $STRK $STRF $STRD

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Jeff Walton @PunterJeff

3 months ago

With Bitcoin at $108,000, $MSTR is sitting on a $14.2B gain from their Bitcoin in Q2 This equates to roughly ~ $11.2B Net Income ~ $40.10 Earnings Per Share $11.2B Net Income is $100 Million dollars 112 times That's a lot of fuckin money Wall street WILL BE Bewildered 🟩👆🏼

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Adam Livingston @AdamBLiv

3 months ago

When rates inevitably come down with Bitcoin backed lending, it will be the initiation of the death spiral of the fiat system. Just wait until you can take your Bitcoin, use it as collateral to get a loan paying 5% interest, and then buy $STRF paying you an effective ~10% yield.…

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zerohedge @zerohedge

3 months ago

Nasdaq seasonality in July is something else

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Strategy @Strategy

4 months ago

Our $BTC-backed credit securities are disrupting the $300 trillion bond market. $STRD $STRF $STRK

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matthew sigel, recovering CFA @matthew_sigel

4 months ago

MSTR + CEP + ASST + SMLR + NAKA + DJT = $76B in capital raising ability to buy Bitcoin. That's 56% of the AUM of the Bitcoin ETFs and 169% of the net inflows the ETF complex has achieved in last 16 months. Source: Wells Fargo