#Bitcoin is a new paradigm for entrepreneurs to build real wealth with lower risk & complexity vs the traditional wealth hustle(s) of higher risks & complexity (legal, tax, timing, entities, cap. gains, etc.) #Bitcoin is actually kinda boring… but in the coolest way possible!

I concur! Both of you are high-signal with high-integrity go-to resources!🫡

Stroke of a Pen I told Opus 5.5 to read my Bitcoin & monetary-history wikis & make a music video with code only. it used ElevenLabs for the track. Then a swarm of agents storyboarded and coded a 3:23 portrait reel. ~75 shots cut on the beats. Had to do 2 revisions - first the people looked like poorly animated stick figures & it rewrote the rigs. Then I said use matrix code to make it more interesting. Impressive!

YouTube: podcast.soundslikeschmidt.co…

Update David here. Words can’t express how thankful I am for your prayers, letters of encouragement, and donations to cover medical expenses. I have had much time to reflect. Each breath and heartbeat a gift from God. This is the first time in my life where I have felt old. A pause to catch a breath I didn’t know I needed. Short walks around the block with my bride. Longer looks at my children. I have found myself tearing up uncontrollably for no reason other than simple gratitude. I met with my surgeon this morning. He told me more about what happened. A miracle. An orchestra of variables. One missing from the puzzle and I would not be here. 100% blockage in the artery known as the “widow maker” — now stented. I have two more arteries with 60% and 70% blockage. The surgeon wants to see if we can reverse damage to my heart and heal without another surgery. Right now my heart is at about 45% strength of where it should be. I begin cardiac rehab. The how and why of what occurred is a long story. Pre-Jesus, I lived a very hard life. Drugs, alcohol, and a self-induced cardiac arrest at the age of 21, left me with a bum ticker. For several years, I was a pack a day smoker. And for several years after my spiritual conversion, I worked on daily “sanctification” trying to eliminate vices I still carried. A severe back injury in 2008 left me restless for a decade, with numbness in my right leg and foot, until I found a radical restrictive diet that helped with inflammation, but may have elevated cholesterol. My career as a prosecutor left me on call around the clock, and my performance was fueled by pots of coffee, which led to arrhythmia, heart murmurs, and prayer that God would provide healing. The last six years compounded what was already there. Employment termination, public slander, constant lawfare from the BAR, cabin burnt to crisp under mysterious circumstances, and travel that averaged over a hundred flights a year to 49 states, with thousands of meetings. I have felt mild strain and pressure in my chest for sometime. 2021 was especially difficult. I have generally held the medical profession at arm’s length my whole life. I’ve been to the doctor maybe three times in my adult life. As my heart symptoms worsened, however, COVID-19 hysteria and adherence to protocols that murdered patients was the primary reason I would not enter a doctor’s office. I knew it was just a matter of time that something would give, but set aside those concerns, praying that our country would see free and fair elections, J6ers would be restored, and that I’d have more time. And then I didn’t. I went through a door to “the other side” after dying on the table. In a single moment, I left behind my children, and being a father was an impossibility. Being a husband—gone. I left ambition behind, dreams behind, shame and condemnation behind. Such finality. After a few minutes of being in the hereafter, I was jolted back by paddles, hearing the surgical team exclaim “we brought him back! David you are back with us….” It’s with this that I say I won’t be making a public appearance for a while, and won’t be doing social media, or interviews, for the foreseeable future. I believe God wants me to be still, speak less, and not waste anything, including my words. Just know I read your comments, am so thankful for you, and believe God has a purpose for me down the road. Lord willing, I will focus on writing and producing Professor’s Record episodes, doing rehab, and nothing else. I’m sorry to disappoint anyone. Last thing. Is He (Christ) real? Yes. So much so, that you realize what grieves Him. Forgiveness is so important. He died for you and me. He forgave you and me. Don’t cheapen what He did on the cross, by refusing to carry a cross of your own. Love the unloveable, forgive the unforgivable, because one day, you are going through that door. Love you all. DC

Over the last few years, I’ve had a number of discussions with @TadTweets on macro, Bitcoin, AI, and much more. This was probably my favorite conversation so far. For those who don’t know Tad, he’s the former CEO of Sotheby’s and Madison Square Garden and an adjunct professor at NYU Stern. You don't want to miss this one!

In this post, Adrian shares an insightful, outside-the-box analysis of market performance of $SATA and $STRC. In my view, many people's recency bias is leading them to think that SATA has performed significantly better than STRC, but his analysis of the data suggests the gap is much smaller than most would think. I also appreciate and recognize the lens through which he is viewing the @Strive dividend premium: compensation for the additional risk of investing in an issuer with higher amplification, a much smaller capital base, and a much shorter operating history. I think that is the right lens, and while reasonable minds can debate prescriptions for optimizing the current product structure, it's clear that @Strategy is trying to set the benchmark. And the benchmark, by definition, doesn't try to chase risk on the credit spectrum. Thanks for sharing, Adrian! 🍻

👀 What a very smart and clear-eyed assessment of the public policy issues of $BTC, digital credit, other digital assets, and agentic AI @saylor provides in this pithy interview by @BitcoinConner. As a longtime $MSTR (happy) shareholder, I have seen Michael speak many times but this one offers a new side to him (focused on good public policy) and I can’t recommend it enough. 👇

I joined the @CryptoRichYT show again this week to discuss the many ways in which Donald Trump is appearing weak when strong on the global stage ... and why his speech at the UNGA was the latest marker in his ongoing humiliation ritual of the hegemon. piped.video/watch?v=PcIKhv_P…

The Berkshires of Bitcoin | True North Podcast | Ep. 80 Featuring @PunterJeff, @IIICapital, and @AdamBLiv. Timestamps: 00:00 Intro 03:27 Episode Overview: Market close, balance sheets, Berkshire, derivatives 05:47 Meet the Crew: Adam Livingston joins Strive 11:29 Strategy $MSTR Balance Sheet: $BTC holdings, cash, converts, $STRC buybacks 15:23 Strive Balance Sheet: $ASST $SATA, dividend coverage, warrants, amplification 26:13 Risk Management and Volatility: Four-year cycle, drawdowns, credit flows 29:09 Traditional Credit vs. Digital Credit: Probability of outcomes, tail risk 40:35 Berkshire Hathaway Parallels: Capital, insurance float, risk taking 51:39 Strategy vs. Berkshire: Float growth, digital credit engine 58:55 Derivatives Market: ASST warrants, options open interest 1:04:26 MSTR and $IBIT Options: Open interest, hedging, liquidity 1:08:02 STRC Options Market: Puts, strikes, yield enhancement 1:15:01 Final Thoughts

Movie and TV tropes can help us tell Bitcoin's story better. Here's my @MWBTCSummit keynote with 80 slides in under 16 minutes. (h/t @bensig for the video)

BREAKING: The FULL agenda for the #Bitcoin Treasuries Conference is now live and locked in. ⚡️ Over 50 speakers ⚡️ Over 20 talks and panels ⚡️ Over 1,000,000 BTC on the balance sheet Sept. 28. New York City. 8am ET 🔥

The Green New Grift and... no hurricanes in 2026... there's no 'climate crisis'... just globalists seeking Marxist style control...

I'm just gonna say it... @CFOsilvia is AWESOME! Excited to learn, earn, & recalibrate a more efficient path to wealth! Kudos to @APompliano & Team!🫡

🔥BITCOIN, CAPITAL, RISK: DIGITAL CREDIT MASTERCLASS🔥 Bitcoin is beginning to transform from a treasury asset into the foundation of an entirely new credit market. In this digital credit masterclass, we examine how perpetual preferred capital can convert Bitcoin’s long-term appreciation into recurring income for investors. Using 100,000 Monte Carlo simulations, we model a Bitcoin balance sheet with 40% compound annual growth, 40% volatility, recurring preferred dividends, and multiple liquidity-reserve designs. We compare Strategy’s STRC with traditional preferred securities from JPMorgan and examine how Apple and Berkshire Hathaway manage liquidity alongside productive assets. The results reveal how common-equity amplification, loss absorption, sequence risk, and forced asset sales can produce radically different outcomes from the same Bitcoin return. We also identify what investors must prove before claiming that digital credit is mispriced rather than merely offering a high yield. This is the ultimate breakdown of Bitcoin, risk, capital structure, and the financial engineering that could reshape global credit markets:

Today we are launching Silvia 2.0 New look and feel. Same great product you love. cfosilvia.com

NGL, this is my favorite podcast! I'm a non-quant smooth brain entrepreneur... & I love learning from these guys. I may not understand all the micro stuff, but they've helped me better understand the macro context & opportunities in bitcoin, digital capital & digital credit.

ProCap Financial is now officially Silvia, Inc. The company has switched its ticker from $BRR to $SVIA as of today.

Zoom out. Bitcoin just broke out of a massive high-timeframe channel after trading within it for 937 days. Understand the magnitude of this move. Higher. 📈 bitcoin:native

We’re seeing strong momentum from Castle customers allocating capital to $STRC and choosing to convert 100% of their dividends to Bitcoin since the official rollout of the High-Yield for both Individuals and businesses. High-Yield AUM is growing nicely !

Silvia is now the #1 AI product for tax, mortgage, and credit cards. @cfosilvia's proprietary AI technology is outperforming frontier models created by trillion dollar companies. Silvia is purpose-built for investors. Try it for free: cfosilvia.com $BRR