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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
10.6K posts
BTC Optioneer
@BTCoptioneer
Options trader turned #Bitcoin HODLer. I sell volatility and use premiums to stack sats and $MSTR shares.
Katılım Şubat 2025
241 Takip Edilen2.4K Takipçiler
What would u say is the biggest threat to Bitcoin right now?
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@SullyMichaelvan QC is orders of magnitude more powerful than modern computers. You combine QC + AI and most of humanity's problems become very easy to solve. QC + AI robotics also means effortless gold discovery and mining.
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Gold bugs: "Bitcoin is a risky, unproven technology. Let's live in reality."
Also gold bugs: "Quantum computing is coming and will break Bitcoin."
It's really less about technology, and more about their hatred of the orange coin.
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Would you stop working if you had enough money to be financially secure?
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@scottmelker Some weird stuff happening behind the scenes right now
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If Coinbase is now a bank, can they settle the crypto/bank debate surrounding the CLARITY Act by negotiating both sides?
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RIP Turbo Tax, an @Intuit company.
@Intuit is a $117B market cap company.
Turbo Tax accounts for ~24% of company revenue
Risk is mispriced
Perplexity@perplexity_ai
Perplexity Computer can now help prepare your federal tax return. Select “Navigate my taxes” on Computer to give it a shot.
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@GrindeOptions 50K BTC
50K STRC and use it as collateral for opportunistic options selling
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If you had $100,000 in cash right now, what stocks would you buy or what options would you sell? 👀
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1-month performance:
$MSTR -11%
$ASST +11%
Long ASST / short MSTR turned out to be a great trade for those who actually pulled the trigger.
BTC Optioneer@BTCoptioneer
Long $ASST / short $MSTR pairs trade if you don't believe in the Bitcoin treasury model but still think the mNAV spread will narrow I am an $MSTR bull, so I would recommend against this but some traders like this style.
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@KobeissiLetter Oil to the moon. Literally and figuratively.
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BREAKING: Dated Brent crude oil prices have surged to $141/barrel, the highest since the 2008 Financial Crisis.
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@saylor $STRC is the perfect credit instrument. The world will slowly wake up to this fact.
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MICHAEL SAYLOR SAID BITCOIN IS GOING TO $50,000,000
IT’S COMING 🚀
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@BitcoinNewsCom $COIN = casino + stablecoin supporter.
Net negative for Bitcoin adoption.
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COINBASE RECEIVES CONDITIONAL APPROVAL FOR NATIONAL TRUST BANK CHARTER
Coinbase has received conditional approval from the Office of the Comptroller of the Currency (OCC) for a national trust bank charter, marking a major step toward deeper integration with the U.S. banking system.
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@ivan_alak Yes, unless MSTR keeps tanking and you never get the opportunity to sell the call at a higher price. Debit call spreads are more hedged
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@BTCoptioneer My problem with debit calls is: you get in when the price and IV are low, right. Which also means the OTM call is cheaper than usual... Not efficient...
If I am bullish af, what about getting the leap, wait for the first rip to a major resistance and sell the OTM call then? 🥸
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LEAPS are superior if you think $MSTR is going > $300 before 2028.
Debit call spreads are superior of you think $MSTR will trade < $300 before 2028.
It can go either way.
BTC Optioneer@BTCoptioneer
Good conditions to add $MSTR leverage via options: mNAV down to 1.12x, underperforming BTC on the monthly and implied volatility compressing Two possible plays: LEAPS • $65 strike exp Jun 2028 • ~11% implied cost of borrowing • unlimited upside if BTC rips Debit call spread • $100 / $300 exp Jun 2028 • ~7.5% implied cost of borrowing • caps upside above $300 but cheaper leverage Cheap convexity rarely lasts long.
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@TwoMindMoney Invest it in the market. The government will keep printing money and debasing the currency. Your student loans will feel much more manageable in a few years.
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So I have some extra cash…
Should I:
A) Pay off my 6% student loan
B) Invest it in the market
C) Split both
6% debt = basically a guaranteed return if I pay it down.
The S&P 500 averages more, but that’s not guaranteed.
What would you do?
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@AdamBLiv Sentiment is not even that bad. But yes we should all keep stacking.
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Price is not the same thing as value.
Price is not a thesis.
Price is a reflection of sentiment.
When sentiment is bad, the price is down.
You buy when the sentiment is bad.
You make money when sentiment is good.
STACK. FOCUS. WIN.
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@BTCoptioneer Statistically this is an insanly bearish base case for $BTC
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2036 base case:
BTC $600K
$MSTR $2400
$ASST $300
Assumptions:
-25% BTC CAGR
-25% preferred demand CAGR
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My 8 year old walked up to his teacher last week and asked:
"Can I do a presentation on bitcoin next week?"
She said yes and he's presenting today.
First couple slides below.
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