تغريدة مثبتة
Option A
-$100K in $STRC
-$11.5K yearly dividend
-$100K principal in 10 years
Option B
-$100K in $STRK
-$10.2K yearly dividend
-$300K principal in 10 years
Which one?
English
BTC Optioneer
10.7K posts
BTC Optioneer
@BTCoptioneer
Options trader turned #Bitcoin HODLer. I sell volatility and use premiums to stack sats and $MSTR shares.
انضم Şubat 2025
242 يتبع2.5K المتابعون
@BTCoptioneer I'd rather the Dec 2028 LEAPs, for a better margin of safety.
English
If Adam Livingston is right about $300K Bitcoin in 2 years, one options trade has 30x potential.
$300 Jun 2028 $MSTR calls.
Scenario:
BTC → $300K by 2027–2028
MSTR goes > $1000 (speculation + mNAV expansion)
This option play would 30x.
If MSTR < $350 at exp, your position expires worthless.
So, would keep this position tiny if you are going to do it.
Adam Livingston@AdamBLiv
Friendly reminder that a simple return to the long term trend of Bitcoin's price points to $200k Bitcoin in under one year. If it takes two years, you're looking at $300k Bitcoin with zero bull market. If we have a bull run on the order of magnitude of 2021... we're looking at $400k-$500k Bitcoin in two years. If we see a reversion above trend that is equal to the deviation below trend we are now... Things are going to get absolutely insane. Now is the time for focused, aggressive stacking.
English
If you have autism or high testosteron it’s easier to understand Bitcoin.
English
@TheStockSurgeon Buffett has not outperformed the market since 2010
English
Warren Buffett says time in the market beats timing the market…
Then why is Warren Buffett sitting on a mountain of cash?
Can Someone please explain!
English
What’s the worst financial advice someone ever gave you?
English
@SimonMoisselin1 If STRC demand grows, Saylor can just issue more STRC and use that cash to pay old STRC investors. Aka a Ponzi.
In order for this not to be a Ponzi, Bitcoin needs to have an ARR that is higher than the cost of capital.
English
@BTCoptioneer I don’t understand point number 3 why growth rate of strc important ? To make previous payments negligible ?
English
$STRC only really breaks if all 3 happen:
• Bitcoin ARR < 11.5%
• $MSTR trades at mNAV ≤ 1
• STRC issuance growth < 11.5%
All of these would need to happen simultaneously for the flywheel to break.
Unlikely IMO.
English
@BitPaine Neanderthals spend their Bitcoin
Homo sapiens hoard their Bitcoin and spend fiat
English
@UziCryptoo If you put $500K in $STRC and use it as collateral to sell puts opportunistically, you can make $110K/yr working 3-5 hours a week.
English
67% of responders said they would simply keep working if Bitcoin / $MSTR failed.
They don't realize most of their jobs will be gone due to AI.
BTC Optioneer@BTCoptioneer
What is your plan B if Bitcoin / $MSTR fail?
English
@AdamBLiv Assuming they have 2m BTC by then but their BTC/share goes up 1.5x from here, we are looking at 45x for this play.
English
@BTCoptioneer Did you factor in them having 1.5-2m BTC by then?
English
@NeilJacobs Thanks for reposting, Neil! I'm just curious to see what people's plans are.
English
Bitcoin is Plan A and Plan B, otherwise society is doomed
BTC Optioneer@BTCoptioneer
What is your plan B if Bitcoin / $MSTR fail?
English
Just landed after having a nice Asian breakfast on the plane.
15 hours was decently civilized in a lie flat pod. It was a good use of money.
It doesn’t all have to be saved for retirement you know.
English
@SimplyBitcoin This narrative is getting old. It's best to transition to QRC rather than keep spreading hopium.
English
SAMSON MOW: “Quantum is a nothing burger... I think it’s just FUD. People are trying to manipulate the price down.”
“Quantum computing is not a threat, and it won’t be for 10 to 20 years.”
“Bitcoin will be able to react far quicker than the financial system.”
English
What’s one stock you’re holding for the next 10 years, no matter what happens?
English