Bitcoin | Director of Strategy & Research @ORANJEBTC 🍊 ₿ 🇧🇷 | $OBTC3 | $ORNJY | $DIGY11

Sam Callahan retweeted
Source: J.P. Morgan Asset Management’s 2027 Long-Term Capital Market Assumptions. See pages 46–47 for the Bitcoin analysis, assumptions and return comparison. am.jpmorgan.com/content/dam/…
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Sam Callahan retweeted
SATS is now listed on Nasdaq.
 
15.00% fixed annualized dividend rate based on $100 stated amount. Paid every business day.
 
First dividend: November 9, 2026, inclusive of dividends accrued since the October 20 closing.

$SATS $ASST $SATA
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Fidelity Digital Assets recognizes the enormous opportunity to channel incremental demand from traditional fixed-income markets into Bitcoin. "The global fixed income market is valued at approximately $150 trillion. To date, these new perpetual preferred stocks represent about $12 billion in market share and have facilitated the accumulation of over 135,000 bitcoin. To put this fixed income example in relative terms, consider the Great Pyramid of Giza, which contains roughly 2.3 million stone blocks. If we equate this to a total addressable global fixed income market of $150 trillion, then $12 billion would be equivalent to just 153 stone blocks “laid” via bitcoin-focused perpetual preferred stocks. Continuing the analogy, the entire market cap of bitcoin would equate to roughly 25,000 stone blocks. This illustrates the vast, largely untapped potential for further investment in bitcoin-adjacent products within the fixed income space."
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Sam Callahan retweeted
O histórico de desvalorização da moeda no Brasil ajuda a explicar a tese que deu origem à OranjeBTC. Em entrevista à @BitcoinMagazine, Sam Callahan (@samcallah), nosso diretor de Estratégia e Pesquisa, explica o valor de um dinheiro que ninguém pode imprimir e como uma empresa listada em bolsa pode ampliar o acesso ao Bitcoin. Confira o corte e assista à entrevista completa no YouTube da Bitcoin Magazine: piped.video/watch?v=QZ8rkOT1…
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Sam Callahan retweeted
Em 2017, Jamie Dimon, CEO do JPMorgan e um dos críticos mais ferrenhos do Bitcoin, afirmou que demitiria imediatamente qualquer funcionário do banco que negociasse o ativo, por considerá-lo uma fraude. Nove anos depois, o JPMorgan acaba de incluir o Bitcoin pela primeira vez em seu relatório de projeções de longo prazo, estimando um retorno anual de 10% pelos próximos 10 a 15 anos, superior ao de todas as demais classes de ativos apresentadas. Pessoalmente, acredito que esses 10% ainda vão se mostrar MUITO conservadores. Eventually, everyone bends the knee.
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It’s not a “coming wave” of financial repression. We’re already in it.
IMF RESEARCH WARNS OF A COMING WAVE OF FINANCIAL REPRESSION AS GOVERNMENTS STRUGGLE WITH SOARING DEBT A new IMF working paper examining 100 years of data across 17 advanced economies finds that governments have historically reduced debt burdens by pressuring banks to hold government bonds at below-market returns. Key findings: - Governments use banking regulations, reserve requirements, and other policies to create captive buyers of sovereign debt, effectively transferring wealth from savers to the state. Financial repression peaked after World War II, declined during financial liberalization, and has risen again since the 2008 financial crisis. - These policies are associated with reduced private lending and investment as banks allocate more capital toward government debt. The researchers warn that conditions historically associated with financial repression, including elevated government debt and fiscal pressures, are present again today. The paper concludes that financial repression may become increasingly common as governments seek ways to manage their growing debt burdens.
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Sam Callahan retweeted
OranjeBTC's Sam Callahan says $Bitcoin does not need lower rates: "There's a giant $2 trillion elephant in the room that's driving things." "All roads lead to currency debasement"
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Sam Callahan retweeted
OranjeBTC's Sam Callahan: "The US dollar has lost 20% of its purchasing power over the last five years." "That's an obscene level of currency debasement and that's the global reserve asset." "You [should] seek monetary alternatives that are difficult to debase like Bitcoin."
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Sam Callahan retweeted
🇧🇷 Mesmo com a leve recuperação do mNAV, o desconto de OBTC3 permaneceu atrativo para recompras em nossa avaliação. Entre 13 e 18 de outubro, mantivemos nossa atuação em ritmo mais moderado: 250 mil ações recompradas a um preço médio de R$ 6,99, com aproximadamente R$ 1,7 milhão alocados. BTC Yield Bruto: • Semana: 0,18% • 4T26: 0,63% • 2026: 22,80% Encerramos o período com 3.950 BTC em reservas e 2.813 satoshis por ação. Avaliamos continuamente compras diretas de Bitcoin e recompras de ações para direcionar capital à alternativa que entendemos ser mais eficiente para aumentar o Bitcoin por ação. Comunicado completo: filemanager-cdn.mziq.com/pub… 🇧🇷 $OBTC3 | 🇺🇸 $ORNJY --- 🇺🇸 Despite the slight recovery in mNAV, OBTC3 continued to trade at a discount we consider attractive for share buybacks. Between October 13 and 18, we remained active at a more moderate pace: 250,000 shares repurchased at an average price of R$6.99, deploying approximately R$1.7 million. Gross BTC Yield: • Weekly: 0.18% • 4Q26: 0.63% • 2026 YTD: 22.80% We ended the period with 3,950 BTC in reserves and 2,813 sats per share. We continually assess direct Bitcoin purchases and share buybacks to allocate capital to the alternative we believe is most efficient in increasing Bitcoin per Share. Full announcement: filemanager-cdn.mziq.com/pub… 🇧🇷 $OBTC3 | 🇺🇸 $ORNJY
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Sam Callahan retweeted
A OranjeBTC estará novamente na Bitcoin Magazine TV (@BitcoinMagazine). Nesta segunda-feira, 19 de outubro, @samcallah, nosso Diretor de Estratégia e Pesquisa, participa de uma entrevista na BMTV. A conversa vai abordar o momento atual da economia e do mercado de Bitcoin e ativos digitais, o cenário da indústria no Brasil e OranjeBTC. A participação acontece das 11h05 às 11h35, no horário de Brasília (10h05 às 10h35 ET). Acompanhe pelo canal da Bitcoin Magazine no YouTube: piped.video/@BitcoinMagazine
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Sam Callahan retweeted
A OranjeBTC chegou ao ETF TRIG11. 🇧🇷 As ações da OranjeBTC (OBTC3) passaram a integrar o Índice Teva Ações Micro Caps (TRIG11), ETF brasileiro gerido pela Trígono Capital e negociado na B3. Após as inclusões nos ETFs internacionais EWX e AVEM, a OranjeBTC amplia sua presença em fundos de índice, agora também no mercado brasileiro. Mais um passo importante da Companhia Bitcoin do Brasil.
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A new paper from the BIS—the central bank of central banks—describes gold as a "monetary protest" reflecting eroding confidence in institutions and central banks, while Bitcoin "shares this impulse and adds a technological veneer." Meanwhile, central banks themselves have been buying gold at a historically record pace, and more financial institutions than ever before are embracing Bitcoin. What does it say when the very institutions that underpin the monetary system are themselves participating in a "monetary protest"? 🤔
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Sam Callahan retweeted
Amanhã, @GuiAmadoGomes, CEO da OranjeBTC, participa de uma live exclusiva com a @OutsOficial para uma conversa sobre mercado, Bitcoin os desafios e projeções dessa economia. 📅 Sexta-feira, 16 de outubro 🕔 17h, horário de Brasília Acompanhe pelo YouTube: piped.video/@OutsOficial
Querem conhecer um pouco mais da visão institucional da maior iniciativa de Bitcoin do Brasil ? 👀 Nesta sexta, dia 16, às 17h, recebemos @GuiAmadoGomes, CEO da @ORANJEBTC, para uma live exclusiva na Outsiders! Vamos falar sobre o mercado atual, inovações e projeções para o futuro. Transmissão exclusiva no YouTube e Discord da Outsiders Community
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Sam Callahan retweeted
Hey @SenWarren, any honest conversation about financial crime should start with fiat currency.
JUST IN: 🇺🇸 US government fines Bank of America $1,200,000,000 over money laundering failures.
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Years from now, people will forget just how widespread and disruptive debanking was for those of us running Bitcoin companies. We kept building anyway. Ironically, the banks’ actions only reinforced why we Bitcoin in the first place.
The OCC’s supervisory review of debanking activities at the nine largest national banks it supervises found that these banks had policies that required, encouraged, or otherwise influenced banks to deny or limit access to financial services to Americans because of their political or religious beliefs or affiliations or their lawful business activities. Read about the OCC’s findings and its efforts to guarantee fair banking for all Americans. occ.gov/FairBanking
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Sam Callahan retweeted
Daily dividends are designed to support price stability, drive liquidity, and grow investor demand, which could drive Amplification and Bitcoin Per Share. $MSTR shareholders: Vote now.
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Sam Callahan retweeted
Hoje foi dia de receber do DIGY11! 💙 Mais de 1.000 pessoas receberam o primeiro rendimento: R$ 0,14 por cota, direto na conta da corretora. Você tinha DIGY11 na carteira até 05 de outubro? Confira sua conta e veja seu pagamento. Já anote as próximas datas: 04/11: último dia de compra para participar do pagamento de novembro. 11/11: data do próximo pagamento. Para saber mais, acesse digy11.com.br
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Sam Callahan retweeted
For those interested in $MSTR or their preferred stocks, this is worth watching.
The future of Bitcoin is the future of finance. This morning at the World Bank, I joined Chris Brummer, Founder & CEO of The Fintech Foundation, for a 25-minute fireside chat at DC Fintech Week. @fintechthinksdc 00:52 - Strategy as a reserve institution built on Digital Capital, Digital Credit, and Digital Equity 01:32 - Bitcoin as Digital Gold, Digital Capital, and the foundation for a new financial system 03:19 - Strategy as a private central bank for the crypto economy 06:54 - Manufacturing Digital Credit backed by USD reserves and Bitcoin 08:08 - Return of capital, tax-deferred dividends, and scalable fixed income 09:17 - How Digital Credit amplifies Bitcoin per share for $MSTR equity holders 12:17 - Bitcoin headwinds and tailwinds: policy, liquidity, bank adoption, and AI capital flows 13:12 - Bitcoin-backed bank credit and the impact of $10B in new lending 16:20 - The triple reflexive flywheel: Bitcoin price, reserves, credit risk, and equity premiums 18:25 - Quantum risk, AI hacking, and why Bitcoin can upgrade when consensus forms
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Sam Callahan retweeted
The future of Bitcoin is the future of finance. This morning at the World Bank, I joined Chris Brummer, Founder & CEO of The Fintech Foundation, for a 25-minute fireside chat at DC Fintech Week. @fintechthinksdc 00:52 - Strategy as a reserve institution built on Digital Capital, Digital Credit, and Digital Equity 01:32 - Bitcoin as Digital Gold, Digital Capital, and the foundation for a new financial system 03:19 - Strategy as a private central bank for the crypto economy 06:54 - Manufacturing Digital Credit backed by USD reserves and Bitcoin 08:08 - Return of capital, tax-deferred dividends, and scalable fixed income 09:17 - How Digital Credit amplifies Bitcoin per share for $MSTR equity holders 12:17 - Bitcoin headwinds and tailwinds: policy, liquidity, bank adoption, and AI capital flows 13:12 - Bitcoin-backed bank credit and the impact of $10B in new lending 16:20 - The triple reflexive flywheel: Bitcoin price, reserves, credit risk, and equity premiums 18:25 - Quantum risk, AI hacking, and why Bitcoin can upgrade when consensus forms
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