DEALS GET DONE AT @MITATECHTALKS 🤝 🇲🇽 @ArcadiaB and @AnchorWatch announce a partnership to bring Multi-Institutional Bitcoin Custody to Mexico for the first time. Announced live on stage at MITA TechTalks 2026, the partnership will allow Mexican individuals, businesses, and family offices to secure their Bitcoin across independent custodians in multiple jurisdictions. No single company or country can move clients' Bitcoin alone, with optional insurance backed by Lloyd's of London syndicates. The service launches in January 2027 through ArcadiaB's new custody brand, CustoBia. Watch the announcement from Punta Mita 👇

The first priority of AI should be to replace TSA.

All the more reason that @BTCNowHQ is a no-brainer. btcnow.com

He thought he’d record a few interviews, upload them and move on. People kept watching. Tim Kotzman kept going. @TimKotzman Over Hainanese chicken rice, he joins Norma to talk about unexpected beginnings and the people who helped him along the way. Full episode is live: piped.video/6pff5f3PdxM #DishingUpBitcoin #Bitcoin #BitcoinTreAsury

10 days since I decided to quit X. 10 minutes since I last checked it.

The Mita TechTalks Agenda is out! Check out the conversations we'll be having on the beachfront at @puntamitaMx, October 25-27. These are not 'talks', but real conversations. Will you be a part of them? There's still time to register... 2026.mitatechtalks.com/#agen…

I know this goes without saying, but if someone wants to interview you for a podcast or a job and asks you to download ANY software, IT'S A SCAM! This time it was streamyard.com-call.ap(p). When I called him out, he suggested installing Meanly, a chat program with full remote control from the Microsoft Store. They're all confidence plays. Don't be embarrassed about falling for it. They're good. Just make sure you report and block them. REPOST!!!

I’m going to be brutally honest here. A part of me didn’t want to publish any of this. I’ve been asked repeatedly to use some of this sentiment data to trade, and I’ve often urged people not to. I’m a long-term HODLer myself, and I've seen how painful it can be to try to time your Bitcoin buys. But I find myself in an interesting position. Because some of the sentiment data I’ve been sitting on has been extremely high-signal. Historically, buying during low readings has produced stronger returns than buying during high readings. That’s a big claim. So it deserves scrutiny. But the longer I’ve spent with this data, the more confident I've become that I’m sitting on something valuable. So today I’m going to share the strongest (though slightly counterintuitive) signal I’ve found so far. Not greed. Not fear. Desire. How badly the crowd WANTS Bitcoin to pay off. I’ve tracked tons of different emotions in Bitcoiners’ language, using data spanning most of the past decade. I've learned a lot and seen many positive correlations, but this one stood out above all others. I’ve talked about desire before. But today, I want to show you what Bitcoin’s returns looked like after the highest and lowest readings historically, and why that matters for Bitcoin today. sentimentsully.substack.com/…

XCE has completed its first acquisition: James Gray Recruitment. The numbers: ✅ £1.79m revenue, up 21.5%, and £431,000 EBITDA in the twelve months to 30 June 2026. 🟠 8.216 BTC acquired at market value, with no premium. 🟠 Total Bitcoin treasury of 81.157 BTC, valued at £5.25m ($6.95m) at the price on 2 October 2026. 🟠 BTC Yield: 11.26% this quarter and 550.2% since IPO. ✅ Approximately £150,000 net cash outflow on completion, before transaction costs and excluding the Bitcoin element. Further consideration is deferred and linked to performance in calendar years 2027 to 2029, keeping sellers and XCE shareholders aligned around future growth. James Gray keeps its brand, management and day-to-day independence, with access to the capital and listed platform of XCE. Many founders want to realise value while continuing to run the businesses they built. Most have teams who want to grow those businesses and build value over their careers, long term. That is the opportunity our acquisition strategy is built around. James Gray is the first. Full announcement: irtools.co.uk/115/story/db93… $XCE | AQSE: XCE | OTCQB: XCELF

Welcome back to The Bitcoin Treasuries Podcast. Powered by @BTCTMedia, @quantifyfunds & @cakewallet and recorded in the heart of midtown Manhattan. Today's guest is Leon Wankum. We cover his background, Bitcoin journey, when he decided to write his book Digital Real Estate and the publishing process, his take on Bitcoin Treasuries and more. Here's my conversation with @leonwankum. 0:00 - Intro 1:23 - Leon’s background and journey to Bitcoin 4:33 - When Leon decided to write his book 13:13 - The publishing process 17:24 - How Leon sees people diversifying their investments 26:34 - Leon’s take on Bitcoin Treasury companies 33:50 - Where is all this going? 36:48 - Where to connect with Leon and buy his book

Best conference in the entire world. @BTCtreasuries @pete_rizzo_ @Strive @ColeMacro @Werkman @PunterJeff

Glad to be a part of this year’s bitcoin treasuries conference by @BTCtreasuries @pete_rizzo_ @TimKotzman @ejuline 👏🏼👏🏼🟠🟠

JUST IN: The official morning agenda for the #Bitcoin Treasuries Conference in New York City is live 🔥

There will be signs…

its kinda crazy how Hal Finney never did anything remotely as good as Satoshi Nakamoto since Bitcoin which makes the performance all the more special and one of a kind

JUST IN: In just 2 days, the companies building the future of #Bitcoin finance will all be in one room. Sept. 28. New York City. 8am ET Meet the sponsors making the 2nd annual Bitcoin Treasuries Conference possible. A thread 🧵

Strategy's $MSTR preferred stock Strike $STRK is a better buy for Bitcoiners than Stretch $STRC