Financial Engineering & Stock Buybacks - Apple spent $440 billion on stock buybacks in the last 5 years [1] - Wall Street is 90% financial engineering, and 10% real growth from making stuff [1] Bitcoin & Corporate Finance - Public companies that win will have financial operators using BTC [1] - The statement "Raising cash from new investors to pay old investors is a ponzi!" is challenged in the context of corporate finance [1]

MSTR's inclusion in the S&P 500 would mean several billion dollars in forced buying due to index fund rebalancing.Followed by tens of millions of dollars each month in passive inflows through funds tracking the S&P 500.More liquidity for the capital rotation of the century. ...

Real estate investors are forfeiting a 30% bitcoin CAGR for a 3-5% REIT dividend or 5-10% ROI on a CRE/multifamily development.Structured bitcoin credit can deliver 9-12% dividends plus exposure to BTC's upside.That's bitcoin's killer app of the next decade. ...

There have been 0 noteworthy "Bitcoin is dead" obituaries in 2025.Harvard and Brown bought $140M worth of BTC, and you've heard nothing about it.Bitcoin has reached escape velocity in the public zeitgeist.Position yourself accordingly. ...

@JoinHorizon_ cr. @infraa_ ...

Homes in the United States cost 7.5 years' worth of household income.It's worse than the peak of the 2006 housing bubble.That's before you consider 6.6% mortgage rates.The "middle class" will no longer be a category if this persists for much longer. ...

Homes didn’t get expensive. Dollars got worthless.In gold terms, homes are 25% cheaper since 1950. In BTC terms, they're 99.7% cheaper over the last decade.Fix the money, fix the American dream.[B2YB @JoinHorizon_] https://t.co/JpscvzShUx ...

Market Opportunity - A short duration, high-yield BTC credit products market is emerging [1] - The $33 trillion short duration U S credit market has a strong demand for such products [1] Strategic Recommendation - More bitcoin treasury companies should launch STRC equivalents [1]

Structured BTC financial products will take bitcoin from $2.4T to $24T. ...

Every 3-5 years, there's a period where .eth bros rejoice at Ethereum's outperformance relative to Bitcoin.When this inevitably reverses, and ETH/BTC resumes its downtrend, they burrow back underground.Not unlike cicadas. ...