固定されたツイート
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?
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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.
参加日 Şubat 2025
242 フォロー中2.5K フォロワー
@BTCoptioneer I'd rather the Dec 2028 LEAPs, for a better margin of safety.
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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-$500k Bitcoin in two years. If we see a reversion above trend that is equal to the deviation below trend we are now... Things are going to get absolutely insane. Now is the time for focused, aggressive stacking.
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If you have autism or high testosteron it’s easier to understand Bitcoin.
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@TheStockSurgeon Buffett has not outperformed the market since 2010
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Warren Buffett says time in the market beats timing the market…
Then why is Warren Buffett sitting on a mountain of cash?
Can Someone please explain!
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What’s the worst financial advice someone ever gave you?
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@SimonMoisselin1 If STRC demand grows, Saylor can just issue more STRC and use that cash to pay old STRC investors. Aka a Ponzi.
In order for this not to be a Ponzi, Bitcoin needs to have an ARR that is higher than the cost of capital.
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@BTCoptioneer I don’t understand point number 3 why growth rate of strc important ? To make previous payments negligible ?
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$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.
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@BitPaine Neanderthals spend their Bitcoin
Homo sapiens hoard their Bitcoin and spend fiat
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@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.
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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?
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@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.
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@BTCoptioneer Did you factor in them having 1.5-2m BTC by then?
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@NeilJacobs Thanks for reposting, Neil! I'm just curious to see what people's plans are.
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Bitcoin is Plan A and Plan B, otherwise society is doomed
BTC Optioneer@BTCoptioneer
What is your plan B if Bitcoin / $MSTR fail?
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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.
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@SimplyBitcoin This narrative is getting old. It's best to transition to QRC rather than keep spreading hopium.
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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.”
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What’s one stock you’re holding for the next 10 years, no matter what happens?
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