leif ferreira

T2 · manager / operator

Software developer turned crypto entrepreneur; founded Bit2Me in 2015 after discovering Bitcoin in 2013 while building rural internet infrastructure; grew platform to 5B EUR annual volume, 22M EUR revenue, 250 employees, and MiCA license with Spanish banks and Tether as investors.

4 calls·4 names·100% bull·last heard 3 months ago·itnig
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$BTCBitcoinposition

Bitcoin at $80K still early vs $30T gold; institutional treasury adoption accelerating

Bitcoin's $1.5T market cap vs gold's ~$30T shows massive runway; companies are diversifying treasuries into Bitcoin, and MicroStrategy's zero-cost leverage strategy creates a self-reinforcing accumulation flywheel with no liquidation risk.

itnig2026-05
2ndhigh conviction
$BIT2MEBit2Meposition

Bit2Me CEO outlines regulated European crypto platform with 5B EUR volume and bank backing

Bit2Me is building a regulated, full-suite crypto platform (MiCA licensed) spanning retail trading, institutional APIs, tokenized securities, and consulting, with Spanish banks and Tether as strategic investors providing distribution and credibility.

itnig2026-05
3rdmedium conviction
$COINCoinbase

Coinbase held up as regulated exchange model with no major scandals

Coinbase's regulatory-first approach and lack of major hacks or scandals make it the benchmark for a compliant European equivalent; protocolized operations protect user assets better than offshore competitors.

itnig2026-05

most discussed · click a bar to filter

recurring themes

4 total
$BTC
···
Bitcoin
HIGHleif ferreira·itnig·3 months ago· position
Bitcoin at $80K still early vs $30T gold; institutional treasury adoption accelerating
Bitcoin's $1.5T market cap vs gold's ~$30T shows massive runway; companies are diversifying treasuries into Bitcoin, and MicroStrategy's zero-cost leverage strategy creates a self-reinforcing accumulation flywheel with no liquidation risk.
"Bitcoin a día de hoy está en casi $80,000... el oro, pues no sé si serán 35, 30... mientras que este sigue siendo 1.5... todavía tiene ahí un recorrido, mucho que ganar... la apue…"
21:55
$COIN
···
Coinbase
MEDleif ferreira·itnig·3 months ago
Coinbase held up as regulated exchange model with no major scandals
Coinbase's regulatory-first approach and lack of major hacks or scandals make it the benchmark for a compliant European equivalent; protocolized operations protect user assets better than offshore competitors.
"Coinbase no ha tenido ningún escándalo... eventualmente tiene problemas, evidentemente como todos y hay cosas con empleados y cosas así, pero nada gordo desde el punto de vista de…"
9:54
$MSTR
···
MicroStrategy
MEDleif ferreira·itnig·3 months ago
MicroStrategy's zero-interest leverage creates risk-free Bitcoin accumulation flywheel
Saylor's strategy of issuing zero-coupon convertible debt to buy Bitcoin has no margin calls or liquidation triggers; even if Bitcoin crashes, he simply averages down and continues accumulating, making it a uniquely resilient leveraged play.
"empresas como MicroSategy con Michael Sailor sigue haciendo eh de las suyas de ir acaparando más y más Bitcoin, apalancando, sigue apalancando... coge deuda, aunque a interés cero…"
24:01
$BIT2ME
Bit2Me
HIGHleif ferreira·itnig·3 months ago· position
Bit2Me CEO outlines regulated European crypto platform with 5B EUR volume and bank backing
Bit2Me is building a regulated, full-suite crypto platform (MiCA licensed) spanning retail trading, institutional APIs, tokenized securities, and consulting, with Spanish banks and Tether as strategic investors providing distribution and credibility.
"Nosotros la propuesta de valor de Bit to me siempre fue cripto, pero bien... un Coinbase europeo desde el punto de vista de tener socios de forma transparente, desde una regulació…"
8:59