People are sleeping on @twentyone and $XXI Not only are they the second largest corporate holder of Bitcoin and trading at a discount to mNAV, but they also have an income-producing business in @Strike (which just got Plaid integration btw…) Keep sleeping on @jackmallers if you want, but what I see is a young man who has been a Bitcoiner longer than most of us. He catches strays all the time because he’s unafraid to ask the hard questions. I see a guy who will never quit. I’m stacking $XXI at these $6 levels all day. Full thesis + live mNAV tracker:

Galaxy Mind

XXI (Twenty One Capital) Bitcoin Treasury · Galaxy Mind

Live XXI mNAV and CEBE net-of-claims analysis for Twenty One Capital, the Tether-controlled bitcoin treasury led by Jack Mallers. Compare vs MSTR.

Two vendors taking Bitcoin for real goods: → SlingshotVPN · services Privacy-focused VPN. Hides your ISP-visible IP address and encrypts your net

Galaxy Mind

SlingshotVPN · accepts Bitcoin · Galaxy Mind

Privacy-focused VPN. Hides your ISP-visible IP address and encrypts your internet traffic. Based in United States. Verified by Galaxy Mind May 12.

→ Kidwarp · consumables Vanilla paste from Kidwarp's Vanilla Shop · small US producer. US shipping only.

Galaxy Mind

Kidwarp · accepts Bitcoin · Galaxy Mind

Vanilla paste from Kidwarp's Vanilla Shop · small US producer. US shipping only. Based in United States. Verified by Galaxy Mind May 8.

Browse all vendors who accept BTC:

Galaxy Mind

Where to Spend Bitcoin · Verified BTC Merchant Directory · Galaxy Mind

Human-verified directory of independent merchants that accept Bitcoin and Lightning for real goods. Every listing re-checked on a rolling 90-day cy...

#Bitcoin #Nostr

mNAV was the most-argued number at BTC Prague 2026. The fight comes down to one thing: gross vs net. The headline mNAV every tracker quotes is GROSS · market cap ÷ the bitcoin held. It ignores the debt and preferred stock that sit ahead of common shareholders. Strategy is the clearest case: ~0.8x on gross mNAV (looks like a discount) flips to ~1.2x once you subtract its ~$18.5B of convertibles + preferred. The "discount" was leverage hiding in plain sight. So galaxymind.space/treasuries now publishes a CEBE-adjusted, net-of-senior-claims mNAV right beside the gross number. Michael Saylor frames the same split as growth (gross bitcoin-per-share) vs risk (CEBE) · we show both so you can rank on either. Live right now: · MSTR: gross ~0.8x → net ~1.2x (34% claims) · XXI: ~0.7x → ~0.9x (17% claims) · Strive (ASST): net ~1.1x (29% claims, all SATA preferred) · Metaplanet: pending · honestly held back until its bond + preferred totals are cleanly sourceable All sourced from filings, dated, no black box. Framework: cebetracker.io Tagging Strategy, Twenty One Capital, Metaplanet and Strive · which mNAV do you publish?

Spend bitcoin on real things from these vendors: → The Trading Channel · collectibles & 3d Free Twitch trading stream + paid TradingView/MetaTrader indicators.

Galaxy Mind

The Trading Channel · accepts Bitcoin · Galaxy Mind

Free Twitch trading stream + paid TradingView/MetaTrader indicators. Based in El Salvador. Verified by Galaxy Mind May 13.

→ Poppy · apparel Bitcoin merch and apparel from New Zealand.

Galaxy Mind

Poppy · accepts Bitcoin · Galaxy Mind

Bitcoin merch and apparel from New Zealand. Based in New Zealand. Verified by Galaxy Mind May 10.

→ Yojimble · consumables Small-batch foraged jam from Northampton, England · stacking sats with jam.

Galaxy Mind

Yojimble · accepts Bitcoin · Galaxy Mind

Small-batch foraged jam from Northampton, England · stacking sats with jam. Worldwide shipping. Based in United Kingdom. Verified by Galaxy Mind M...

Browse all vendors who accept BTC:

Galaxy Mind

Where to Spend Bitcoin · Verified BTC Merchant Directory · Galaxy Mind

Human-verified directory of independent merchants that accept Bitcoin and Lightning for real goods. Every listing re-checked on a rolling 90-day cy...

#Bitcoin #Nostr

Shipped a round of updates to Galaxy Mind · free Bitcoin tools, no signup, at galaxymind.space · /float is rebuilt as a living 21M hourglass. Scrub from 2016 to 2036 and watch how much BTC is actually left to buy as more supply gets locked away for good. · /fit (the allocation engine) now spreads its treasury sleeve across the cheapest companies by mNAV · MSTR plus the next-cheapest names instead of leaning on one, and it shows you exactly which it compared and why. · /treasuries shows a 52-week mNAV percentile per ticker, so cheap vs rich is clear at a glance. · New comparison pages: MSTR vs BTC, IBIT vs MSTR, and which treasury is cheapest right now. · Alerts for gauge flips, treasury mNAV moves, and supply milestones. · The whole site is now queryable by AI agents over MCP. · 117 vendors in the spend directory, every one taking native BTC (on-chain or Lightning). galaxymind.space

Featured Bitcoin shops on Galaxy Mind this week: → Trails Coffee · consumables Specialty coffee roaster in Anmore BC · single-origin Guatemalan, the Buntzen…

Galaxy Mind

Trails Coffee · accepts Bitcoin · Galaxy Mind

Specialty coffee roaster in Anmore BC · single-origin Guatemalan, the Buntzen Blend, monthly subscription… Based in Canada. Verified by Galaxy M...

→ PirateHash · books & education Bitcoin books, posters, and collectibles · physical merch for plebs who like …

Galaxy Mind

PirateHash · accepts Bitcoin · Galaxy Mind

Bitcoin books, posters, and collectibles · physical merch for plebs who like things tactile. Based in United States. Verified by Galaxy Mind May 28.

→ 4EVR.ink · services The permanent record of human expression on Bitcoin. Declarations, scripture,…

Galaxy Mind

4EVR.ink · accepts Bitcoin · Galaxy Mind

The permanent record of human expression on Bitcoin. Declarations, scripture, and memorials inscri… Based in United States. Verified by Galaxy Mi...

Browse all vendors who accept BTC:

Galaxy Mind

Where to Spend Bitcoin · Verified BTC Merchant Directory · Galaxy Mind

Human-verified directory of independent merchants that accept Bitcoin and Lightning for real goods. Every listing re-checked on a rolling 90-day cy...

#Bitcoin #Nostr

Bitcoin merchants accepting BTC for actual things: → AliceA · consumables Artisan hot chocolate spice mixes, paid for in bitcoin.

Galaxy Mind

AliceA · accepts Bitcoin · Galaxy Mind

Artisan hot chocolate spice mixes, paid for in bitcoin. Based in United States. Verified by Galaxy Mind May 10.

→ LTAS: let’s talk about sats · apparel Bitcoin-coded apparel & culture, plus short-form educational content from the…

Galaxy Mind

LTAS: let’s talk about sats · accepts Bitcoin · Galaxy Mind

Bitcoin-coded apparel & culture, plus short-form educational content from the founders. Based in United States. Verified by Galaxy Mind May 12.

→ Bunkie Life · hardware & mining Ready-to-build cabin kits, paid for in bitcoin.

Galaxy Mind

Bunkie Life · accepts Bitcoin · Galaxy Mind

Ready-to-build cabin kits, paid for in bitcoin. Based in United States. Verified by Galaxy Mind May 10.

Browse all vendors who accept BTC:

Galaxy Mind

Where to Spend Bitcoin · Verified BTC Merchant Directory · Galaxy Mind

Human-verified directory of independent merchants that accept Bitcoin and Lightning for real goods. Every listing re-checked on a rolling 90-day cy...

#Bitcoin #Nostr

Real-goods Bitcoin vendors worth knowing about: → NoWasteBTCSigns · collectibles & 3d Handmade bitcoin signs and decor with an environmental focus

Galaxy Mind

NoWasteBTCSigns · accepts Bitcoin · Galaxy Mind

Handmade bitcoin signs and decor with an environmental focus Based in United States. Verified by Galaxy Mind Jul 12.

→ AU9913 · consumables Lamb, pork, animal-based deodorant, honey, and soap from the USA

Galaxy Mind

AU9913 · accepts Bitcoin · Galaxy Mind

Lamb, pork, animal-based deodorant, honey, and soap from a US regenerative homestead. Based in United States. Verified by Galaxy Mind May 8.

→ Small Batch Steve · consumables Small-batch home-style BBQ seasoning blend, made in North Texas.

Galaxy Mind

Small Batch Steve · accepts Bitcoin · Galaxy Mind

Small-batch home-style BBQ seasoning blend, made in North Texas. Based in United States. Verified by Galaxy Mind May 8.

Browse all vendors who accept BTC:

Galaxy Mind

Where to Spend Bitcoin · Verified BTC Merchant Directory · Galaxy Mind

Human-verified directory of independent merchants that accept Bitcoin and Lightning for real goods. Every listing re-checked on a rolling 90-day cy...

#Bitcoin #Nostr

Galaxy Mind now speaks MCP. Connect your AI assistant to the live data behind the site: the 10-signal Bitcoin Buying Gauge, treasury mNAVs (MSTR, XXI, MPJPY, ASST), how much bitcoin is actually left to buy, the halving countdown, and the directory of merchants who take real bitcoin. One URL, no signup, no key: https://galaxymind.space/api/mcp/mcp Works with Grok, Claude, ChatGPT, Cursor, and anything else that supports remote MCP servers. Instructions:

Galaxy Mind

Public API + MCP Server · Galaxy Mind

Free JSON, CSV, and SVG endpoints plus a remote MCP server for the Bitcoin Buying Gauge, treasury mNAVs, BTC float, and vendor directory. No auth, ...

Ask “is now a good time to buy bitcoin?” and get the live answer with the math shown.

This week's Bitcoin merchant spotlight on Galaxy Mind: → Hash Power Music · collectibles & 3d Value-for-value music collective · physical media and band merch from indepen…

Galaxy Mind

Hash Power Music · accepts Bitcoin · Galaxy Mind

Value-for-value music collective · physical media and band merch from independent artists (The Retr… Based in United States. Verified by Galaxy ...

→ Turkovich Family Wines · consumables California family winery & regenerative farm · small-lot wines (red, white, s…

Galaxy Mind

Turkovich Family Wines · accepts Bitcoin · Galaxy Mind

California family winery & regenerative farm · small-lot wines (red, white, sparkling) and grass-f… Based in United States. Verified by Galaxy M...

→ Satoshi Coffee Co. · consumables Specialty coffee beans, paid for on-chain or Lightning at sats.coffee.

Galaxy Mind

Satoshi Coffee Co. · accepts Bitcoin · Galaxy Mind

Specialty coffee beans, paid for on-chain or Lightning at sats.coffee. Based in United States. Verified by Galaxy Mind May 10.

Browse all vendors who accept BTC:

Galaxy Mind

Where to Spend Bitcoin · Verified BTC Merchant Directory · Galaxy Mind

Human-verified directory of independent merchants that accept Bitcoin and Lightning for real goods. Every listing re-checked on a rolling 90-day cy...

#Bitcoin #Nostr

Three vendors taking Bitcoin for real goods: → Lightning Bazaar · collectibles & 3d Australian online bazaar · raw honey, 3D prints, vinyl, eBooks and a crypto-t…

Galaxy Mind

Lightning Bazaar · accepts Bitcoin · Galaxy Mind

Australian online bazaar · raw honey, 3D prints, vinyl, eBooks and a crypto-ticker gadget. Based in Australia. Verified by Galaxy Mind May 15.

→ Bitcoin Beans · consumables 100% Colombian cacao, paid for in bitcoin.

Galaxy Mind

Bitcoin Beans · accepts Bitcoin · Galaxy Mind

100% Colombian cacao, paid for in bitcoin. Based in Colombia. Verified by Galaxy Mind May 9.

→ Melody · consumables Hand-made comfrey salve · three clean ingredients (comfrey, olive oil or gras…

Galaxy Mind

Melody · accepts Bitcoin · Galaxy Mind

Hand-made comfrey salve · three clean ingredients (comfrey, olive oil or grass-fed tallow, beeswax… Based in United States. Verified by Galaxy M...

Browse all vendors who accept BTC:

Galaxy Mind

Where to Spend Bitcoin · Verified BTC Merchant Directory · Galaxy Mind

Human-verified directory of independent merchants that accept Bitcoin and Lightning for real goods. Every listing re-checked on a rolling 90-day cy...

#Bitcoin #Nostr

Spend bitcoin on real things from these vendors: → RiverMesa · collectibles & 3d Handcrafted Southwest jewelry · stamped copper, strung turquoise, and leather…

Galaxy Mind

RiverMesa · accepts Bitcoin · Galaxy Mind

Handcrafted Southwest jewelry · stamped copper, strung turquoise, and leather work: rings, bracelet… Based in United States. Verified by Galaxy ...

→ TitanDot · consumables Premium titanium seed phrase backups. Solid titanium plates built for long-te…

Galaxy Mind

TitanDot · accepts Bitcoin · Galaxy Mind

Premium titanium seed phrase backups. Solid titanium plates built for long-term self-custody Based in Hungary. Verified by Galaxy Mind May 12.

→ The Bullish ₿itcoiner · apparel Bitcoin and Nostr apparel and merch.

Galaxy Mind

The Bullish ₿itcoiner · accepts Bitcoin · Galaxy Mind

Bitcoin and Nostr apparel and merch. Based in United States. Verified by Galaxy Mind May 8.

Browse all vendors who accept BTC:

Galaxy Mind

Where to Spend Bitcoin · Verified BTC Merchant Directory · Galaxy Mind

Human-verified directory of independent merchants that accept Bitcoin and Lightning for real goods. Every listing re-checked on a rolling 90-day cy...

#Bitcoin #Nostr

Featured Bitcoin shops on Galaxy Mind this week: → Seedkeys · hardware & mining Tamper-evident stainless-steel seed-phrase backups and the Penlock · physical…

Galaxy Mind

Seedkeys · accepts Bitcoin · Galaxy Mind

Tamper-evident stainless-steel seed-phrase backups and the Penlock · physical Bitcoin security tools. Based in Thailand. Verified by Galaxy Mind M...

→ FOMO21 · apparel Bitcoin-themed apparel & lifestyle brand · tees, hoodies, hats, drinkware and…

Galaxy Mind

FOMO21 · accepts Bitcoin · Galaxy Mind

Bitcoin-themed apparel & lifestyle brand · tees, hoodies, hats, drinkware and accessories with HOD… Based in United States. Verified by Galaxy M...

→ FAFORocks · books & education Free step-by-step guide to accepting Bitcoin and Lightning payments for produ…

Galaxy Mind

FAFORocks · accepts Bitcoin · Galaxy Mind

Free step-by-step guide to accepting Bitcoin and Lightning payments for products, services, event… Based in United Kingdom. Verified by Galaxy Mi...

Browse all vendors who accept BTC:

Galaxy Mind

Where to Spend Bitcoin · Verified BTC Merchant Directory · Galaxy Mind

Human-verified directory of independent merchants that accept Bitcoin and Lightning for real goods. Every listing re-checked on a rolling 90-day cy...

#Bitcoin #Nostr

Bitcoin merchants accepting BTC for actual things: → orangepin21 · hardware & mining German webshop · Bitcoin merch, Bitbox + Seedor hardware, food, 3D-printed ac…

Galaxy Mind

orangepin21 · accepts Bitcoin · Galaxy Mind

German webshop · Bitcoin merch, Bitbox + Seedor hardware, food, 3D-printed accessories. Based in Germany. Verified by Galaxy Mind May 9.

→ BitPrint Solutions · apparel Print-on-demand Bitcoin apparel and custom merchandise. Pay with Lightning or…

Galaxy Mind

BitPrint Solutions · accepts Bitcoin · Galaxy Mind

Print-on-demand Bitcoin apparel and custom merchandise. Pay with Lightning or on-chain at checkout… Based in United States. Verified by Galaxy Mi...

→ Peony Lane Wine · consumables Low-sulfite wine from the highest-elevation US vineyards · Governor's Cup awa…

Galaxy Mind

Peony Lane Wine · accepts Bitcoin · Galaxy Mind

Low-sulfite wine from the highest-elevation US vineyards · Governor's Cup award winner (2022–2024). Based in United States. Verified by Galaxy M...

Browse all vendors who accept BTC:

Galaxy Mind

Where to Spend Bitcoin · Verified BTC Merchant Directory · Galaxy Mind

Human-verified directory of independent merchants that accept Bitcoin and Lightning for real goods. Every listing re-checked on a rolling 90-day cy...

#Bitcoin #Nostr

The bitcoin buying gauge has reached FULL SEND for the first time ever since its inception.

Galaxy Mind

Should I buy Bitcoin now? · Live Bitcoin Buying Gauge

Live contrarian verdict + 7-day forecast for Bitcoin accumulators. Built by Galaxy Mind.

This week's Bitcoin merchant spotlight on Galaxy Mind: → TonyCe · hardware & mining Slovenian webshop · bitcoin wallets and merch, run by the president of Bitcoi…

Galaxy Mind

TonyCe · accepts Bitcoin · Galaxy Mind

Slovenian webshop · bitcoin wallets and merch, run by the president of Bitcoin Association Slovenia. Based in Slovenia. Verified by Galaxy Mind Ma...

→ TitanDot · consumables Premium titanium seed phrase backups. Solid titanium plates built for long-te…

Galaxy Mind

TitanDot · accepts Bitcoin · Galaxy Mind

Premium titanium seed phrase backups. Solid titanium plates built for long-term self-custody Based in Hungary. Verified by Galaxy Mind May 12.

→ RiverMesa · collectibles & 3d Handcrafted Southwest jewelry · stamped copper, strung turquoise, and leather…

Galaxy Mind

RiverMesa · accepts Bitcoin · Galaxy Mind

Handcrafted Southwest jewelry · stamped copper, strung turquoise, and leather work: rings, bracelet… Based in United States. Verified by Galaxy ...

Browse all vendors who accept BTC:

Galaxy Mind

Where to Spend Bitcoin · Verified BTC Merchant Directory · Galaxy Mind

Human-verified directory of independent merchants that accept Bitcoin and Lightning for real goods. Every listing re-checked on a rolling 90-day cy...

#Bitcoin #Nostr

I’m buying more

Galaxy Mind featured Bitcoin merchants: → isolabellart · collectibles & 3d Oil paintings inspired by time, silence, and light. Each work is unique and f…

Galaxy Mind

isolabellart · accepts Bitcoin · Galaxy Mind

Oil paintings inspired by time, silence, and light. Each work is unique and for sale in Bitcoin. Based in Italy. Verified by Galaxy Mind May 12.

→ FBO Developments · services Swiss software development · self-sovereign tech and data, building for an ec…

Galaxy Mind

FBO Developments · accepts Bitcoin · Galaxy Mind

Swiss software development · self-sovereign tech and data, building for an economy free of digital m… Based in Switzerland. Verified by Galaxy M...

→ BTC SWAG · apparel Bitcoin apparel, accessories, and posters · including stacker.news community …

Galaxy Mind

BTC SWAG · accepts Bitcoin · Galaxy Mind

Bitcoin apparel, accessories, and posters · including stacker.news community swag and ad-style poste… Based in Switzerland. Verified by Galaxy M...

Browse all vendors who accept BTC:

Galaxy Mind

Where to Spend Bitcoin · Verified BTC Merchant Directory · Galaxy Mind

Human-verified directory of independent merchants that accept Bitcoin and Lightning for real goods. Every listing re-checked on a rolling 90-day cy...

#Bitcoin #Nostr

Three vendors taking Bitcoin for real goods: → SweetSats · consumables Pure, raw honey traded for Bitcoin · US producer.

Galaxy Mind

SweetSats · accepts Bitcoin · Galaxy Mind

Pure, raw honey traded for Bitcoin · US producer. Based in United States. Verified by Galaxy Mind May 10.

→ Onyx Cat Pottery · collectibles & 3d Handmade pottery: wheel-thrown plus hand- and slab-built functional pieces, n…

Galaxy Mind

Onyx Cat Pottery · accepts Bitcoin · Galaxy Mind

Handmade pottery: wheel-thrown plus hand- and slab-built functional pieces, nine years in the craf… Based in United States. Verified by Galaxy Mi...

→ Panties For Bitcoin · apparel Small-batch underwear & intimate apparel made in Italy · panties, bras, boxer…

Galaxy Mind

Panties For Bitcoin · accepts Bitcoin · Galaxy Mind

Small-batch underwear & intimate apparel made in Italy · panties, bras, boxers and silk foulards. Based in Canada. Verified by Galaxy Mind May 15.

Browse all vendors who accept BTC:

Galaxy Mind

Where to Spend Bitcoin · Verified BTC Merchant Directory · Galaxy Mind

Human-verified directory of independent merchants that accept Bitcoin and Lightning for real goods. Every listing re-checked on a rolling 90-day cy...

#Bitcoin #Nostr

New on Galaxy Mind: BTC SWAG ⚡ Bitcoin apparel, accessories, and posters from AGORA · including stacker.news community swag and the SN ad-style posters. Ships worldwide, pay over Lightning. Want a wall-sized SN poster? This is the shop. <https://galaxymind.space/v/btc-swag> Run a Bitcoin shop? Reply and I'll add you to the directory. #bitcoin #nostr #stackernews #plebchain