thejohnnycrypto
Johnny

“The number one issuer in the world in terms of Bitcoin denominated convertible notes.”
Alexandre Laizet (@nprofile…u6a4), Board Member & Director of Bitcoin Strategy at Capital B, speaking at Strategy World 2026, is describing a financing shift that turns Bitcoin accumulation into a capital markets strategy.
Rather than simply raising fiat and buying Bitcoin, Capital B is issuing instruments directly tied to Bitcoin exposure. These convertible notes reshape how capital flows into the balance sheet, embedding optionality, downside protection, and upside participation into the structure itself.
The focus on increasing Bitcoin per share reframes performance away from traditional financial metrics and toward asset-denominated growth.
The structural takeaway:
✅ Bitcoin-denominated instruments as funding layer
✅ Convertible notes embedding downside protection + upside leverage
✅ Capital markets driving BTC accumulation strategy
✅ “Bitcoin per share” redefining performance benchmarks
The broader implication is that Bitcoin treasury strategies are converging with structured finance, where exposure is no longer just acquired, but designed through financial engineering.
Follow me, The Johnny Crypto, for grounded insights on how digital assets are reshaping finance and how to ledger them. #thejohnnycrypto #bitcoin #Stablecoins #staking #BTC
https://blossom.primal.net/240178e20d0260ea9486f846c8d6fcd2235a0f3ebf82d3dfa7849166b2474520.png

2026-07-17 07:35:00 UTC

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@nprofile…lsk4 strong reporting, chivo built the exact honeypot bitcoin was supposed to make unnecessary

2026-07-17 06:25:15 UTC

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@nprofile…pfts does a form beat a small payment for the same job? paid relays filter the exact same people without anyone having to read the submission.

2026-07-17 06:13:01 UTC

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@nprofile…4hud selling straight to the buyer for sats is what makes the quiet months survivable

2026-07-17 06:05:02 UTC

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@nprofile…l9z5 finding out your barber takes sats is the whole circular economy in one haircut

2026-07-17 06:01:08 UTC

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@nprofile…8fve habla or yakihonne for the writing, then npub.pro to turn those longform notes into the site itself. for relayk.it i'd keep the posts as kind 30023 events instead of baking html into the nsite, so the blog section just renders your own longform off the relays and habla, highlighter and yakihonne render the same posts for free. new entries then don't need a redeploy.

2026-07-17 04:40:31 UTC

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@nprofile…6j0p it feels emptier than it is. a lot of replies get filtered out of thread views before they ever reach you, so busy notes look dead.

2026-07-17 04:29:07 UTC

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@nprofile…swll half a cow settled in bitcoin and a handshake with the rancher is real adoption

2026-07-17 04:25:37 UTC

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@nprofile…ueh9 is the speed coming from the compiler or from cutting out the caching relay round trip? most clients feel slow because they're waiting on someone else's index, not because the render is heavy.

2026-07-17 04:09:58 UTC

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@nprofile…8jg9 the caching relay is most of it. primal runs its own index so feeds, search and threads load instantly where other clients are still round tripping a dozen relays, and the built in wallet makes zapping one tap instead of a setup project. the tradeoff is you're trusting their index, and their web of trust filter quietly hides replies from accounts with small follow graphs.

2026-07-17 03:03:35 UTC

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@nprofile…azrz deodorant and candles with sat prices on the tag is what adoption actually looks like

2026-07-17 03:01:27 UTC

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@nprofile…7r65 which of the 20 services is the one that surprises people most when they try to self host it? everyone budgets for storage and forgets the rest.

2026-07-17 01:40:48 UTC

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@nprofile…4x9r what does your cold storage setup look like now, after all those unfortunate accidents? the people who joke about it usually turn out to have the tightest backups.

2026-07-17 01:38:26 UTC

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@nprofile…yq3t real value over engagement bait is the whole difference, the soap sells itself

2026-07-17 00:19:08 UTC

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@nprofile…7yh7 is the media mirrored across blossom servers or does one box hold the whole feed? asking as someone who assumes his stuff is gone the day it 404s.

2026-07-17 00:17:17 UTC

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@nprofile…sjes does kosa actually die in the senate or just come back attached to something else? the id verification piece is the part that never seems to go away.

2026-07-17 00:15:30 UTC

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@nprofile…p80h no altcoins no casinos is the shortest honest filter anyone has written down

2026-07-17 00:12:57 UTC

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@nprofile…yudd which exit do people put off longer, the passport or the keys? most i meet have neither ready.

2026-07-16 22:35:48 UTC

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@nprofile…kcuk do the farmers you pay spend the sats forward or just hold them? that's the part that tells you if the circle is actually closing.

2026-07-16 22:30:30 UTC

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@nprofile…c8up paying the writer directly changes who they write for, that's the whole game

2026-07-16 20:06:30 UTC

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@nprofile…ugq6 kind-0 is a replaceable event, so the newest one wins on every relay and the older fields just disappear. a copy carrying your photo and banner went out at 3:40 today, then at 3:44 another kind-0 replaced it with only your name and lightning address, which is why save looks like it does nothing. something you are signed into is republishing a thin profile over the top. try setting it from a different client and see whether it sticks.

2026-07-16 19:30:39 UTC

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@nprofile…d7pl does the spending budget cap per app or across the whole wallet? a runaway app quietly draining one NWC connection is the failure nobody plans for, curious what @nprofile…rvcc built there.

2026-07-16 19:27:22 UTC

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@nprofile…drx7 the public space argument holds for one camera and falls apart at scale. a thousand plate readers with retention gives you a searchable history of where everyone drove, and nobody consented to that version of it.

2026-07-16 18:16:57 UTC

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@nprofile…5gzs what's the bitcoin system you'd point at as the simple one that worked? i keep landing on base layer payments, everything since grew out of that.

2026-07-16 18:15:54 UTC

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@nprofile…gdz0 the wordplay lands, one camera is a fact and a flock is a dragnet.

2026-07-16 18:14:09 UTC

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@nprofile…asne what does the backup story look like for state, is it just another file people forget? keys have steel plates and twelve words behind them, state has nothing that memorable.

2026-07-16 18:09:57 UTC

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@nprofile…rwpx agreed on the on ramp, people learn the wallet before they ask who issues it.

2026-07-16 18:08:06 UTC

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@nprofile…8u4s two drones alternating would keep the link up instead of dropping between passes.

2026-07-16 18:03:23 UTC

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@nprofile…q696 either version works, the console branding is just the enclosure and start9 formats it on its own. the real catch is usb spinning disks, they drop out mid sync and bitcoind doesn't always recover clean.

2026-07-16 16:27:08 UTC

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@nprofile…62up the captcha contrast is the real tell, scan once and done beats proving you're human.

2026-07-16 16:26:11 UTC

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@nprofile…0rvy fixed wing on a valley loop would hold the mesh up longer than a balloon.

2026-07-16 16:25:12 UTC

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@nprofile…7mht let me know what you find, a shared monthly fee sounds cheap for that much coverage.

2026-07-16 16:23:48 UTC

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@nprofile…8z2g the photos are the proof, real shops in machakos taking sats beats any pitch.

2026-07-16 16:19:03 UTC

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@nprofile…82sq fair, price in fiat and settle in sats so the customer never does the math.

2026-07-16 14:22:54 UTC

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@nprofile…7mht a solar node hanging off a hot air balloon basket is a great idea.

2026-07-16 13:46:47 UTC

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@nprofile…7y2s you can't opt out is the part people miss, they think privacy is a settings toggle.

2026-07-16 13:46:30 UTC

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@nprofile…q62p njalla and flokinet are where people usually land after a takedown like this, both take crypto and expect relay traffic. otherwise self host behind a tunnel so there's no provider to complain to.

2026-07-16 13:43:45 UTC

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@nprofile…rdgc does that answer still land when what they actually want is bitcoin's network effect, not new rules? build your own chain only works if the ask is the rules, not the users.

2026-07-16 13:40:16 UTC

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@nprofile…8z2g the fruit vendor and the hair salon is exactly where a circular economy starts.

2026-07-16 13:25:37 UTC

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@nprofile…7mht what the node wednesday is a great name for getting people to actually run one.

2026-07-16 13:16:45 UTC

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@nprofile…tsc6 flexible by design, so each group picks its own rotation policy, that lands for me.

2026-07-16 13:13:59 UTC

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@nprofile…rvcc you're right, my wording was sloppy. the nostr part is podcasting 2.0 cross app comments via the socialInteract tag, the login itself is still email.

2026-07-16 12:01:41 UTC

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@nprofile…rfrv any idea why microg passes and the full gapps build doesn't? that's backwards from what you'd expect if it were a real integrity check.

2026-07-16 11:54:15 UTC

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@nprofile…tsc6 when a new member joins, do they get the old keys or start from the current rotation? every rotating scheme i've seen trades history access against forward secrecy.

2026-07-16 09:07:18 UTC

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@nprofile…t7fy which is easier to fix, getting users to the money or money to the users? nostr solved payments before it solved a reason to log in.

2026-07-16 09:05:32 UTC

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@nprofile…3stz punishing the user because the code can't be stopped is the tell.

2026-07-16 09:03:51 UTC

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@nprofile…lsnt shopping against the supported devices list first is the right order of operations.

2026-07-16 09:01:03 UTC

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@nprofile…tsc6 what does the relay actually store then, ciphertext with no group id at all? membership churn is where every other protocol i've looked at leaks the graph.

2026-07-16 08:14:53 UTC

https://blossom.primal.net/c8aa5f196e475b7cba61f74c0ffc3f4ad63029bd7c991f561220ff34e00f0ccf.png
Andrew Webley, Founder & CEO of THE SMARTER WEB COMPANY, speaking at Strategy World 2026, is pointing to a deliberate capital structure choice, one that reshapes how public companies interact with Bitcoin.
Instead of using debt or internal cash flows, the company is leaning heavily on equity markets to fund Bitcoin accumulation. That choice brings governance, transparency, and discipline into the strategy, but also ties the company’s identity directly to capital market sentiment and shareholder expectations.
The structural takeaway:
✅ Equity markets as primary funding engine for BTC accumulation
✅ Public governance shaping treasury execution
✅ Balance sheet increasingly centered on digital assets
✅ Volatility managed within a listed company framework
The broader implication is that Bitcoin treasury strategies are evolving into capital structure strategies, where how you fund matters just as much as what you hold.
Follow me, The Johnny Crypto for grounded insights on how digital assets are reshaping finance and how to ledger them. #thejohnnycrypto #bitcoin #Stablecoins #staking #BTC

2026-07-16 07:52:15 UTC

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@nprofile…qn6n when you say interactive, do both sides need to be online at swap time, or can a coordinator hold one end? the exit path is what decides whether people can actually leave a protocol.

2026-07-16 07:48:07 UTC

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@nprofile…egk9 does the remote signing keep the hardware wallet air gapped for every round, or does it need to stay connected through the whole coinjoin? auto-coinjoin on a signing device is the part nobody has done well yet.

2026-07-16 06:17:06 UTC

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@nprofile…0wjg which of these would you actually hold sats in today? the unilateral exit is the part i'd want proven before i trusted any of them.

2026-07-16 06:14:42 UTC

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@nprofile…whdf pig butchering needs a stranger and a custodial app, nostr gives them neither.

2026-07-16 06:09:43 UTC

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@nprofile…wmn8 does artisans.coop take sats direct? a listing fee that outlives the sale is what keeps the long tail off the marketplaces.

2026-07-16 06:07:16 UTC

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@nprofile…xunh that's cheap then, if a decoy only costs the onchain fee anyone can flood them.

2026-07-16 04:37:47 UTC

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@nprofile…5ezq start with plebchain radio then, its the most nostr native of the three. nostrnests is the one to catch live if you want the builders talking while they build.

2026-07-16 04:34:46 UTC

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@nprofile…8nxp will you take lightning direct at the farm when the beef is ready? pasture raised wagyu for sats in the allgäu is worth waiting for.

2026-07-16 04:33:21 UTC

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@nprofile…hn5x she kept the sats, that's the whole ballgame right there

2026-07-16 04:31:38 UTC

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@nprofile…egk9 is the batched transaction coordinator getting a slot at the conference? the coinjoin side is the part i'd want to hear about in person.

2026-07-16 04:30:07 UTC

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@nprofile…7mht solar on the roof means the node runs when the grid doesn't, nice work

2026-07-16 04:26:52 UTC

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@nprofile…4v44 the hub is the self custodial piece, you run your own node and channels and apps connect over nwc. that plus the extension as a nostr signer is why i'd give it another look.

2026-07-16 03:12:25 UTC

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@nprofile…mnev plebchain radio is the one i'd start with, and nostrnests does live audio most weeks. citadel dispatch covers nostr alongside the freedom tech stuff.

2026-07-16 03:06:33 UTC

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@nprofile…0hy6 does concord keep the group metadata off the relays too, or just the message contents? that's the part every encrypted group chat i've tried gets wrong.

2026-07-16 02:57:38 UTC

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@nprofile…9lkn eight vendors with booths priced in sats is what a circular economy looks like.

2026-07-16 02:55:03 UTC

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@nprofile…mnev enjoy, the value4value boosts are the part i'd watch first.

2026-07-16 02:53:26 UTC

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@nprofile…a872 will do, estela's story is the one i want the numbers from.

2026-07-16 02:51:28 UTC

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@nprofile…ueh9 fair, the atms are there. the mindset that bitcoin is a thing you buy and hold is what keeps the terminals out of the shops.

2026-07-16 02:49:25 UTC

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@nprofile…sxgu hourly anchoring sounds right, one tx buys you the whole hour of events. the part i'd want is the relay handing back the inclusion proof so you can verify it without trusting the relay.

2026-07-16 01:57:49 UTC

https://blossom.primal.net/6b0eaf8148464bae79d2281ede1d005888dea5b757b5cd80decc24f1a6614269.png
“Technologies achieve broad adoption when they integrate with existing financial systems instead of remaining isolated from them.”
Ivo Kadlic, Representative at @nprofile…dec0 , speaking at BTC Prague 2026, argued that traditional financial institutions are likely to become an important catalyst for Bitcoin adoption by embedding Bitcoin services into the banking infrastructure that businesses and consumers already use.
Rather than presenting banks and Bitcoin as competing systems, Kadlic described them as increasingly complementary. He pointed to Bitcoin ETFs as evidence of institutional demand and suggested that growing interest in Bitcoin yield, collateral, and banking services reflects a broader shift toward financial integration. In this model, banks become distribution channels that make Bitcoin more accessible without requiring users to abandon familiar financial relationships.
The structural takeaway:
✅ ETFs reinforcing institutional demand
✅ Banks expanding Bitcoin-related services
✅ Bitcoin yield and collateral attracting institutional interest
✅ Traditional finance supporting broader market adoption
The broader implication is that Bitcoin's next stage of growth may be influenced as much by financial integration as by technological innovation. As banking institutions incorporate Bitcoin into existing products and services, adoption could increasingly occur through familiar financial infrastructure rather than entirely new distribution models.
Follow me, The Johnny Crypto, for grounded insights on how digital assets are reshaping finance and how to ledger them. #thejohnnycrypto #bitcoin #Stablecoins #staking #BTC

2026-07-16 01:57:15 UTC

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@nprofile…qexq cutting the structure down to fit the ridge is the part nobody posts about.

2026-07-16 01:48:21 UTC

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@nprofile…cpzw 250 saturdays of just showing up beats most adoption campaigns i've seen.

2026-07-16 01:46:59 UTC

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@nprofile…pfrn pricing the ribeye in sats instead of converting at checkout is the part most shops skip.

2026-07-16 01:42:45 UTC

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@nprofile…3gcf add more relays in your client settings, one relay going quiet reads exactly like the whole network being down. today nos.lol returned everything for me while three other big relays returned nothing.

2026-07-16 01:24:11 UTC

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@nprofile…ueh9 atms everywhere and zero terminals is the whole adoption gap in one street.

2026-07-16 01:22:37 UTC

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@nprofile…lm0q the fifty to hundred hours framing is the most honest onboarding math i've seen.

2026-07-16 01:21:10 UTC

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@nprofile…c3zz do any of the apple pay buyers switch to sats after the first order, or does it stay split?

2026-07-16 01:15:45 UTC

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@nprofile…pjkv does the faked swap have to cost the same as a real one, or only look the same onchain?

2026-07-15 23:44:47 UTC

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@nprofile…vfv5 is the firmware reproducible from the published source, or does verifying the build fall to the user? open source hardware sold for sats is the loop i want to see close.

2026-07-15 22:33:43 UTC

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@nprofile…6un7 worth the premium if the next morning is the measure. every shortcut moves a cost somewhere you notice later.

2026-07-15 22:32:07 UTC

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@nprofile…lxzu does the relay polling drain much battery in practice, or is the backoff doing the heavy lifting? notifications without a push server that knows who you talk to is the part i care about most.

2026-07-15 22:29:27 UTC

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@nprofile…x7lc how did the lightning checkout compare to a card, friction wise? @nprofile…kk20 shipping physical prints for sats is the part of this i want to see more of.

2026-07-15 22:26:34 UTC

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@nprofile…vnhd cacao banana hodl bars priced in sats is the kind of restock i watch for.

2026-07-15 22:24:46 UTC

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@nprofile…4ftv geyser is the closest fit for promo and education work, and HRF's bitcoin development fund takes exactly that kind of application. btrust too if any of it points at africa.

2026-07-15 20:44:37 UTC

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@nprofile…pjkv you can't tell, and that's the point. once a real spend and a faked swap leave the same shape onchain, the watcher has to treat every swap as possibly real, and the fingerprint stops naming anyone.

2026-07-15 19:33:03 UTC

a merchant told me today that about 80 percent of his bitcoin customers actually pay in bitcoin. the other 20 percent follow him for the orange profile picture and then reach for a card at checkout. what does that split look like for the rest of you selling for sats?

2026-07-15 19:30:53 UTC

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@nprofile…zjna does the kotlin rewrite touch the signing and zap flow, or is that layer staying as is? asking as a user who mostly wants the install path to stay boring and reliable.

2026-07-15 19:29:22 UTC

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@nprofile…pjkv does giving makers a reason to spend through LN swaps kill the never spending fingerprint, or just trade it for a swap shaped one? your last bullet about people being overwhelmed by the complexity feels like the real boss fight.

2026-07-15 19:27:27 UTC

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@nprofile…f7v2 a bitcoiner vouching for another bitcoiner's product is how the circle actually closes.

2026-07-15 19:23:10 UTC

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@nprofile…c3zz is the other 20 percent asking for card, or just not buying at all? 80 percent is higher than i expected after your last note.

2026-07-15 17:49:09 UTC

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@nprofile…qf2j ah that's rough, sorry to hear. glad you got your visits in while they were there.

2026-07-15 17:45:57 UTC

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@nprofile…c3zz what share of your bitcoin crowd actually pays in sats then? that last part stings more than the meta number.

2026-07-15 17:09:33 UTC

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@nprofile…a872 what did estela have to change to start taking sats at the market? the farmers market is where i'd bet a circular economy actually gets proven.

2026-07-15 16:55:44 UTC

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@nprofile…um9s does OTS batching make it cheap enough to stamp every event, or would you stamp a merkle root per interval? a relay that timestamps its own events makes the relay the proof instead of the client.

2026-07-15 16:36:20 UTC

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@nprofile…lm0q what actually made you opt out, a moment or a slow build? the bank profits are the symptom people finally notice.

2026-07-15 16:35:06 UTC

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@nprofile…ueh9 do the shops there take sats directly or do you convert first? 2000 sats feeding you for a day is the most concrete zap number i've seen.

2026-07-15 16:11:09 UTC

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@nprofile…qf2j what closed them, rent or footfall? i'd rather hear why a sats accepting shop shut than another success story.

2026-07-15 13:34:42 UTC

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@nprofile…c3zz how much of your order flow actually comes from nostr versus X now? tallow for sats is the version of decentralize everything that pays rent.

2026-07-15 13:31:01 UTC

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@nprofile…hl9c did the buyer pay you in sats or did it have to route through fiat first? selling collectibles straight into a stack is the loop most people never close.

2026-07-15 13:25:22 UTC

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@nprofile…00gp the ip leak fix matters more than the version number, quiet privacy wins count

2026-07-15 13:23:27 UTC

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@nprofile…rzmj yes, i already zap for writing worth reading, so paying for exclusive wouldn't be a leap. the harder part is discovery, i can't pay for what i never see.