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Peter Duan
13.8K posts
Peter Duan
@BTCBULLRIDER
Setting Bitcoin's Investor Relations (IR) standard with BULL STANDARD. Ex-Cantor Fitzgerald, S&P 500 IR. Contributor @BitcoinForCorps. ✝️=👑
Katılım Nisan 2023
334 Takip Edilen22.5K Takipçiler
@BTCBULLRIDER @ColeMacro SEC effectively limits to two record dates per month.
This archaic rule should end. @HesterPeirce
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👀
THE BITCOIN PHARAOH@thebtcpharaoh
Higher frequency payments are where this whole category is heading — tighter stability near par, deeper liquidity, larger addressable market. Yes, #Metaplanet may be behind $MSTR and $ASST in getting MARS listed, given they are pioneering the product in Japan with regulators. But the next important step is one Japan can take and the US cannot (yet). Japan is meaningfully ahead of the US on security token infrastructure. The 2020 FIEA amendments created a regulated category for digitally-recorded transferable rights (電子記録移転権利). SBI, Nomura, Mitsui, Daiwa all operate live security token platforms. Tokenized real estate, corporate bonds, and fund units already trade in Japan with on-chain distribution mechanics. In the US, the SEC is still litigating what a security token even is. So what does this mean in practice? Metaplanet can skip intermediate stages and launch a tokenized MARS with continuous accrual from day one. Dividends accrue in real time, second by second, visible in the holder’s app. A natural synergy with $JPYC. It can be wrapped by any bank. Mizuho, SMBC, Rakuten, and SBI sit on ¥1,100 trillion in retail deposits earning essentially zero. Any of them could distribute tokenized MARS as a savings product inside their app — the customer simply sees their yen balance growing every second. Metaplanet’s path forward runs through Japan’s STO framework and bank distribution rails — both of which are genuinely well ahead of the US. So while they may not be first to list, the second phase — mass distribution once the product is ready — could see Metaplanet leapfrog the rest. $MPJPY $MTPLF
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@BTCBULLRIDER I’ve found that microdosing psilocybin significantly helped my journey with anxiety and depression. Under the guidance of @ HealWithFungi here on X , I’ve also learned how it supports conditions like PTSD, ADHD, and OCD. Also helps to improve concentration, focus and creativity.
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this is a big reason why I can openly talk about microdosing LSD gummies on the timeline
its addiction potential - eg capture rate - is negligible compared to other legal and illicit drugs
Patrick Heizer@PatrickHeizer
The "capture rate" is the percentage of people who try a substance that end up addicted. Alcohol, cocaine, and methamphetamine all have similar capture rates, with ~20% of users developing an addiction. Should we be advocating for nuance around cocaine and meth consumption?
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@StarGazer_3350 Thanks.
I don’t really look at the short term charts but this is useful.
Personally, I won’t be too worried.
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@BTCBULLRIDER 最近のメタプラネットはビットコインに連動してmVAV=1.01に収束するように動いていましたが、ビットコインが下げてる最中にmNAVが拡大する方向に上昇しました。短い時間ですぐに元に戻りましたが奇妙に感じました。
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Mario’s absence from this metaphor tells you everything you need to know
Dr. Lucky Tran@luckytran
Zohran Mamdani: "If you are a Mario Kart fan, government is Yoshi and philanthropy is the Golden Mushroom, that edge we need to beat Bowser on the Rainbow Road. To belabor this metaphor even further, Bowser is corporate greed in this scenario."
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I dug in and the engine is running the full capital stack already. The deployment split, ATM pace, mNAV dynamics, FX, everything. But the controls sit behind advanced which means you're setting terminal targets and getting results without seeing the assumption stack that produced them. That's why it's missing the terminal target BTC
Fix I'm building is to do a terminal-first mode that takes your inputs (price, holdings, and amplification ratio) and back-fills the capital mix and pace trajectory that would realistically produce the outcome. Then surfaces the key assumption stack inline "to hit this, Metaplanet needs X preferred issuance, Y common, Z mNAV average" so you can see what had to be true rather than what knobs I set by default
Two things this fixes at once. Your amplification ratio toggle becomes one input type and the per ticker defaults get smarter. Metaplanet's current defaults lean too common heavy for where their wrapper actually is.
That's also why the CEBE reads low, the engine is assuming more dilution than the company's real trajectory. Queueing in the fixes. I'll let you know when it's ready to run both modes
Thanks for the pointing out the issue and the fire suggestion!
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This might be an unpopular opinion:
If you're under 50 and holding $STRC instead of $MSTR, you're making a HUGE miscalculation.
The dividend on $STRC can fluctuate, but to make this comparison simple, lets say it remains fixed at 11.5% APY for the next decade. Let's also assume all of your dividends are reinvested.
The math looks like this:
$10K in $STRC — 11.5% APY, monthly, fully reinvested: → $29,700→ +197% total return
That's a great return, but if $STRC is that successful over the next decade, let's see what kind of return $MSTR could offer:
$10K in $MSTR — bear case only, 20% CAGR: → $61,917 → +519% total return and $32,000 more than $STRC.
That's the bear case.
Base case at 30% CAGR — derived from $BTC Power Law + $MSTR's historical leverage ratio on Bitcoin: → $137,858 → +1,279% total return and $108,000 more than $STRC.
Don't get me wrong, $STRC appears to be a brilliant income instrument built for capital preservation and monthly cash flow. But even in my bearish scenario, the equity beats the preferred by $32K on a $10K bet.
The floor beats the ceiling. Accumulate $MSTR not $STRC.
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@chcbearsfan @FinFreedom414 It would also be very powerful if we can toggle a terminal amplification ratio as well 😊
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@chcbearsfan @FinFreedom414 I tried running the simulation of Metaplanet assuming a terminal 400K Bitcoin in 10 years assuming power law.
I think the CEBE growth calculation seems to be off. Can you double check?
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@FinFreedom414 When you model the outcomes the choice becomes obvious
cebetracker.io/modeler/?co=MS…
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If you are not deeply investigating your own consciousness right now, you'll be forced to very soon.
Mediate, go out to nature, and pursue wisdom.
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Can anyone explain what the deal is with all the missing scientists lately?
We've had like 10 disappearances in the last two years, centered around nuclear weapons, fusion energy, advanced propulsion/rocket materials, asteroid tracking, etc.
It seems like they're going missing from Los Alamos, NASA, JPL, MIT, Caltech, and the AFRL. It seems to be mainly clustered around New Mexico.
What's the deal? It's too much to be coincidence. It's a legitimate anomaly. It's spooky.
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@girls_bitcoin I am sorry for your loss 😢
Praying for you and your family 🙏
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STRC is the gateway drug to Bitcoin for fixed income investors.
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Most small publicly traded companies need to greatly simplify their messaging for their investors.
1. What do you do as a company?
2. What is your unique position within your peer group?
How are you better? Vocalize this.
How are you worse? Work on this internally.
3. What is your unique viewpoint on the trajectory of your industry and how are you positioned for that trajectory in the short, medium, and long term?
Write a simple 3-part investor message to focus on for that quarter.
Then have your public facing executives repeat it constantly on as many media platforms as possible until your investors can repeat them for you.
Rinse.
Repeat.
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My baby boy has passed away peacefully in his sleep. In his own bed in his own home with his whole family as he would’ve wanted it. I told him how much I loved him. I thanked him for being my best friend for 15 years. I told him he was a good boy and it was ok to go home. My heart is broken 💔
RIP Skippy
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Huge for $HYPE… knocks the regulation questions off the table for 5 years.
Wu Blockchain@WuBlockchain
SEC Clarifies Certain DeFi UIs Can Operate Without Broker-Dealer Registration The SEC’s Division of Trading and Markets said certain crypto trading interfaces, including DeFi front-ends, wallet extensions, and mobile apps, may operate without broker-dealer registration if specific conditions are met. These include no order routing, no investment advice, no custody of user assets, and only fixed, neutral fee structures. The guidance applies to self-custodial wallet interfaces and will remain effective for five years unless superseded by further SEC action.
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