The Bitcoin Playbook

<p>The U.S. government's BTC stash grows from a 127k BTC seizure by the DOJ as “budget-neutral” acquisition plans stall. While Washington drags its feet, institutions keep stacking and the market shrugs off old coins moving. Josh Friedeman, Trey Sellers, and Jon Gordon break down Bitcoin’s so-called IPO moment, Square’s Lightning rollout, and Steak ’n Shake’s balance-sheet flex - signals of Bitcoin’s quiet advance from a seemingly "niche" interest to infrastructure.</p> <p><strong>KEY TAKEAWAYS</strong></p> <ul> <li>DOJ’s Bitcoin stash raises questions about USG's BTC approach: HODL or return?</li> <li>Old coins moving test market absorption - liquidity without collapse</li> <li>Square’s Lightning integration could orange-pill millions of merchants</li> <li>Steak ’n Shake’s reserve shows brand adoption turning real</li> <li>Fewer influencers, more builders - the network is maturing <strong>CONNECT WITH JON</strong></li> <li>𝕏: <a href="https://x.com/thebitcoinyogi">@thebitcoinyogi</a></li> <li>Instagram: <a href="https://instagram.com/jongordon9">@jongordon9</a></li> <li>LinkedIn: <a href="https://linkedin.com/in/jon-gordon-29942162/">Jon Gordon</a></li> <li>Websites: <a href="https://satoshihealth.com/">Satoshi Health</a> | <a href="https://soundhsa.com/">Sound HSA</a></li> </ul> <p><strong>CONNECT WITH TREY</strong></p> <ul> <li>𝕏: <a href="https://x.com/ts_hodl">@ts_hodl</a></li> <li>LinkedIn: <a href="https://linkedin.com/in/treysellers/">Trey Sellers</a></li> <li>Website: <a href="http://treysellers.com">treysellers.com</a></li> <li>Newsletter: <a href="http://firebtc.substack.com">firebtc.substack.com</a></li> </ul> <p><strong>CONNECT WITH JOSH</strong></p> <ul> <li>𝕏: <a href="https://x.com/joshuafriedeman">@joshuafriedeman</a></li> <li>LinkedIn: <a href="https://linkedin.com/in/joshuafriedeman">Josh Friedeman</a></li> </ul> <p><strong>SHOW PARTNERS</strong></p> <p><strong>Velas Commerce</strong> — Build with Bitcoin. Build with Lightning. Velas creates high-performance websites, apps, and POS integrations purpose-built for Bitcoin commerce. → <a href="https://velascommerce.com">https://velascommerce.com</a></p> <p><strong>Strong Wealth</strong> — Bitcoin-native wealth planning for business owners, HNWIs, and families transitioning generational assets. Smart estate strategy meets hard money principles. → <a href="https://strongwealth.net">https://strongwealth.net</a></p>

<p>Most Bitcoin losses aren’t hacks… they’re mistakes. </p> <p>In this episode, Keith Gardner, Founder of Branta, introduces a breakthrough in Bitcoin payment security: pre-payment verification. Branta’s technology adds a simple but powerful verification step that ensures every Bitcoin or Lightning payment goes exactly where it should. No new protocol, no compromise on privacy, just a smarter way to send Bitcoin safely. </p> <p>If you’ve ever sent Bitcoin to the wrong address or worried about Lightning payments going astray, this episode shows how Branta’s privacy-first verification layer quietly prevents fraud and human error without changing Bitcoin itself. 🔑 Bitcoin payment security, pre-payment verification, Lightning Network, Branta, Bitcoin UX, Keith Gardner, Bitcoin scams, Bitcoin business tools, crypto safety, Bitcoin innovation, Bitcoin usability. </p> <p>⚡️ Key Takeaways </p> <p>• Bitcoin’s biggest threat isn’t the network, it’s human error. </p> <p>• Pre-payment verification adds confidence and protection to every Bitcoin or Lightning transaction. </p> <p>• Branta’s approach: enhance security without touching Bitcoin’s core or sacrificing privacy. • Verification is becoming Bitcoin’s “fifth operation” - joining buy, sell, send, and receive. </p> <p>• Keith Gardner’s vision: build guardrails that empower users, not control them. </p> <p>🌐 CONNECT WITH KEITH </p> <p>𝕏 <a href="https://x.com/unfakekeith">https://x.com/unfakekeith</a> </p> <p>𝕏 <a href="https://x.com/BrantaOps">https://x.com/BrantaOps</a> </p> <p>🔗 <a href="https://www.linkedin.com/in/singularkeith/">https://www.linkedin.com/in/singularkeith/</a> </p> <p>🌍 <a href="https://branta.pro">https://branta.pro</a> </p> <p>🌐 CONNECT WITH JOSH </p> <p>𝕏 <a href="https://x.com/joshuafriedeman">https://x.com/joshuafriedeman</a> </p> <p>🔗 <a href="https://linkedin.com/in/joshuafriedeman">https://linkedin.com/in/joshuafriedeman</a> </p> <p>🤝 SHOW PARTNERS ⚙️</p> <p>VELAS COMMERCE — Build with Bitcoin. Build with Lightning. Web, apps & POS integration → <a href="https://velascommerce.com">https://velascommerce.com</a> </p> <p>💪 STRONG WEALTH — Bitcoin-native wealth planning → <a href="https://strongwealth.net">https://strongwealth.net</a></p>

<p>Bitcoin is eating Wall Street while Ray Dalio warns of a looming U.S. debt crisis. In this roundup, we unpack gold’s new all-time high, corporate treasuries now holding 1.3M BTC, Square flipping Bitcoin payments on by default for four million businesses, and Eric Trump’s mining company going public on NASDAQ. From Dalio’s warnings to Bitcoin’s growing grip on institutions, this episode explores how money, markets, and politics are shifting toward a Bitcoin standard.</p> <p><strong>KEY TAKEAWAYS</strong></p> <ul> <li>Gold ATH may signal Bitcoin’s next breakout</li> <li>Dalio: U.S. debt crisis likely within 3 years</li> <li>Corporate treasuries now hold 1.3M BTC</li> <li>Square enables Bitcoin payments by default</li> <li>Trump family deepens ties with Bitcoin via NASDAQ listing</li> <li>Bitcoin is overtaking Wall Street, not the other way around <strong>CONNECT WITH JON</strong></li> <li>𝕏: <a href="https://x.com/thebitcoinyogi">@thebitcoinyogi</a></li> <li>Instagram: <a href="https://instagram.com/jongordon9">@jongordon9</a></li> <li>LinkedIn: <a href="https://linkedin.com/in/jon-gordon-29942162/">Jon Gordon</a></li> <li>Websites: <a href="https://satoshihealth.com/">Satoshi Health</a> | <a href="https://soundhsa.com/">Sound HSA</a></li> </ul> <p><strong>CONNECT WITH TREY</strong></p> <ul> <li>𝕏: <a href="https://x.com/ts_hodl">@ts_hodl</a></li> <li>LinkedIn: <a href="https://linkedin.com/in/treysellers/">Trey Sellers</a></li> <li>Website: <a href="http://treysellers.com">treysellers.com</a></li> <li>Newsletter: <a href="http://firebtc.substack.com">firebtc.substack.com</a></li> </ul> <p><strong>CONNECT WITH JOSH</strong></p> <ul> <li>𝕏: <a href="https://x.com/joshuafriedeman">@joshuafriedeman</a></li> <li>LinkedIn: <a href="https://linkedin.com/in/joshuafriedeman">Josh Friedeman</a></li> </ul> <p><strong>SHOW PARTNERS</strong></p> <p><strong>Velas Commerce</strong> — Build with Bitcoin. Build with Lightning. Velas creates high-performance websites, apps, and POS integrations purpose-built for Bitcoin commerce. → <a href="https://velascommerce.com">https://velascommerce.com</a></p> <p><strong>Strong Wealth</strong> — Bitcoin-native wealth planning for business owners, HNWIs, and families transitioning generational assets. Smart estate strategy meets hard money principles. → <a href="https://strongwealth.net">https://strongwealth.net</a></p>

<p>Bitcoin tapped a new ATH, dipped, then snapped back. In this roundup, Josh Friedeman, Jon Gordon (Satoshi Health Advisors / NosFabrica), and Trey Sellers (Unchained) break down why the move wasn’t a real crash, what would actually create a deep washout, and why $100K now feels like the floor. We also hit the week’s biggest signals: Harvard’s $116M Bitcoin exposure and what it means for endowments, Scott Bessent’s walk-back on a U.S. “Strategic Bitcoin Reserve,” Block’s Proto modular mining rigs, and the Fed easing bespoke oversight on banks touching Bitcoin (“novel activities”)</p> <p><strong>CONNECT WITH JON</strong></p> <ul> <li>𝕏: <a href="https://x.com/thebitcoinyogi">@thebitcoinyogi</a></li> <li>Instagram: <a href="https://instagram.com/jongordon9">@jongordon9</a></li> <li>LinkedIn: <a href="https://linkedin.com/in/jon-gordon-29942162/">Jon Gordon</a></li> <li>Websites: <a href="https://satoshihealth.com/">Satoshi Health</a> | <a href="https://soundhsa.com/">Sound HSA</a></li> </ul> <p><strong>CONNECT WITH TREY</strong></p> <ul> <li>𝕏: <a href="https://x.com/ts_hodl">@ts_hodl</a></li> <li>LinkedIn: <a href="https://linkedin.com/in/treysellers/">Trey Sellers</a></li> <li>Website: <a href="http://treysellers.com">treysellers.com</a></li> <li>Newsletter: <a href="http://firebtc.substack.com">firebtc.substack.com</a></li> </ul> <p><strong>CONNECT WITH JOSH</strong></p> <ul> <li>𝕏: <a href="https://x.com/joshuafriedeman">@joshuafriedeman</a></li> <li>LinkedIn: <a href="https://linkedin.com/in/joshuafriedeman">Josh Friedeman</a></li> </ul> <p><strong>SHOW PARTNERS</strong></p> <p><strong>Velas Commerce</strong> — Build with Bitcoin. Build with Lightning. Velas creates high-performance websites, apps, and POS integrations purpose-built for Bitcoin commerce. → <a href="https://velascommerce.com">https://velascommerce.com</a></p> <p><strong>Strong Wealth</strong> — Bitcoin-native wealth planning for business owners, HNWIs, and families transitioning generational assets. Smart estate strategy meets hard money principles. → <a href="https://strongwealth.net">https://strongwealth.net</a></p>

<p>In this roundup episode, Josh Friedeman, Trey Sellers, and Jon Gordon unpack MicroStrategy’s eye‑popping earnings and why markets didn’t blink. They dig into Saylor’s MNAV guidance and what STRC is designed to do. Then they shift to the boardroom: how CFOs are really approaching Bitcoin, what a Deloitte CFO survey is signaling, and what proof‑of‑reserves could look like for corporates. We close with retirement planning: why hard‑asset exposure matters, how much belongs in the risk sleeve, and where today’s access (401(k)/IRA) is opening the door.</p> <p><strong>KEY TOPICS</strong></p> <ul> <li>MicroStrategy's Earnings and Strategy</li> <li>Preferred Stock Offering (STRC)</li> <li>CFOs' Perspectives on Bitcoin</li> <li>Bitcoin Allocations for Retirement <strong>TAKEAWAYS</strong></li> <li>A 32,000% earnings “beat” didn’t shock Wall Street—most of it was already priced into MSTR.</li> <li>MNAV target bands may dampen volatility while giving common shareholders clearer expectations.</li> <li>STRC: a preferred share built for steady income and a tight trading range; trade‑off is upside.</li> <li>At 600k+ BTC, sustaining high BTC “yield” gets mathematically harder. Scale cuts both ways.</li> <li>Proof‑of‑reserves would boost trust; companies must balance transparency with op‑sec.</li> <li>In the boardroom, CFOs weigh volatility, accounting treatment, and regulatory clarity before moving.</li> <li>Retirement angle: more investors are shifting part of the “risk sleeve” (15–40%) toward hard assets.</li> <li>If you’re at zero Bitcoin exposure, you may be under‑saving for retirement in a debt‑heavy world.</li> </ul> <p><strong>CONNECT WITH JON</strong></p> <ul> <li>𝕏: <a href="https://x.com/thebitcoinyogi">@thebitcoinyogi</a></li> <li>Instagram: <a href="https://instagram.com/jongordon9">@jongordon9</a></li> <li>LinkedIn: <a href="https://linkedin.com/in/jon-gordon-29942162/">Jon Gordon</a></li> <li>Websites: <a href="https://satoshihealth.com/">Satoshi Health</a> | <a href="https://soundhsa.com/">Sound HSA</a></li> </ul> <p><strong>CONNECT WITH TREY</strong></p> <ul> <li>𝕏: <a href="https://x.com/ts_hodl">@ts_hodl</a></li> <li>LinkedIn: <a href="https://linkedin.com/in/treysellers/">Trey Sellers</a></li> <li>Website: <a href="http://treysellers.com">treysellers.com</a></li> <li>Newsletter: <a href="http://firebtc.substack.com">firebtc.substack.com</a></li> </ul> <p><strong>CONNECT WITH JOSH</strong></p> <ul> <li>𝕏: <a href="https://x.com/joshuafriedeman">@joshuafriedeman</a></li> <li>LinkedIn: <a href="https://linkedin.com/in/joshuafriedeman">Josh Friedeman</a></li> </ul> <p><strong>SHOW PARTNERS</strong></p> <p><strong>Velas Commerce</strong> — Build with Bitcoin. Build with Lightning. Velas creates high-performance websites, apps, and POS integrations purpose-built for Bitcoin commerce. → <a href="https://velascommerce.com">https://velascommerce.com</a></p> <p><strong>Strong Wealth</strong> — Bitcoin-native wealth planning for business owners, HNWIs, and families transitioning generational assets. Smart estate strategy meets hard money principles. → <a href="https://strongwealth.net">https://strongwealth.net</a></p>