Josh Man

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Josh Man

Josh Man

@JoshMandell6

Salomon Brothers 90-98 Bond Portfolio Analysis Government Desk - Long Bond Trader Derivatives - Short-Dated Options Trading (Head) Caxton Assoc Hedge Fund

Katılım Ocak 2021
1.2K Takip Edilen147K Takipçiler
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Josh Man
Josh Man@JoshMandell6·
Satoshi lives He wants to give He's been a miner for a heart of gold He's just a man, no superhero He believes that everyone deserves To start with a bitcoin at a price of zero And at his core, I know for sure He wishes for no soul to stay poor.
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Alan
Alan@AlanFromLA·
@JoshMandell6 do you have instagram? theres a verified page but doesn't sound like you.
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Josh Man
Josh Man@JoshMandell6·
Hello Jeff. I hope this message finds you well. Inflation and hoarding are ticking time bombs, as is excessive hereditary wealth and poverty. Bitcoin acquisition and accumulation in large concentrations by a single corporation using leverage and bragging special connections with the government is antithetical to the cause. I will admit to having been involved in profiteering using the options market of MicroStrategy early on, but I still maintain a commitment to Bitcoin and aspire to use coins for the betterment of society. Bitcoin is fruit that should be shared, else let it die on the vine! It's meant to be spent. Some of us have to give it away to keep it. You know who you are.
Jeff Booth ⚡️@JeffBooth

Abundance is the natural outcome of technological progress—if we let it happen. By embracing deflationary tech, we unlock prosperity for all. The challenge? Overcoming a system addicted to inflation and debt. Choose to align with the future, not fight it. #AbundanceMindset

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PG
PG@thebdakid·
@JoshMandell6 the MicroStrategy options part is giving “forgive me father i have sinned.” haha I love your mindset josh, sadly i think most of those even more wealthy won’t think the same way for a very long time, if not ever. call me a cynic.
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Tony Carrera
Tony Carrera@tonycarrera·
@JoshMandell6 Hi Josh, I think Jeff has a bot running this account (last I checked). He's usually on Nostr.
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Josh Man
Josh Man@JoshMandell6·
@vuziblk Thank you! It's good to be back
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Vu@vuziblk·
@JoshMandell6 Glad to have you back Josh. It’s always good to have your insights sir
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Josh Man
Josh Man@JoshMandell6·
Whoa cowboy! Over the long run an entity who purchases Bitcoin could only outperform Bitcoin itself through market timing or multiple expansion. Even then there are risks/costs associated with investing in the corporation that do not exist with Bitcoin itself. Bitcoin in your wallet has no payroll, charges no fees, has never paid a single dollar in legal expenses defending lawsuits or reviewing securities offerings, has never made an error.
BitcoinTreasuries.NET@BTCtreasuries

JUST IN: Strategy's Michael Saylor just said, "If you're a #Bitcoin maxi and you want to outperform BTC, then you buy Strategy $MSTR equity." "If you want a comfortable ride and get paid four times more than the bank or a money market would pay you, buy Stretch $STRC."

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Josh Man
Josh Man@JoshMandell6·
Blessed are the Goyim, for who else would pay retail?
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Dana
Dana@Danainhawaii·
I’ve owned my retail bridal shop for 21 years. I think it’s time for a change. But I fear change. What say you?
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Josh Man
Josh Man@JoshMandell6·
@KC102822 I don't own them if only because the conversion seems so far away
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KC
KC@KC102822·
@JoshMandell6 Hi Josh - I thought we were talking about MSTR ‘s preferred share STRK which yields almost as good as STRC right now (10-11%) - are you not a fan anymore?
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Josh Man
Josh Man@JoshMandell6·
MSTR common stock has never paid a dividend but supposedly gives you exposure Bitcoin price movements. STRC does not have direct Bitcoin exposure but it pays a dividend of nearly 1% a month. If you own one share of each, you essentially have a dividend paying common stock which is almost like staking your Bitcoin. They're Approximating Bitcoin defi
edofa₿@edofab

@JoshMandell6 @CedYoungelman Sorry my brain is not catching up even after asking Grok about your answer @JoshMandell6 😅 I think I am almost there but can you clarify “the two products put together” I see your pov and cap the BTC accumulation, but I am still unsure🤔

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Tyler Neville
Tyler Neville@Tyler_Neville_·
This is a really great divergent policy thought we should keep on our radar. If it comes to fruition, we could see a collapse in treasury yields. Fantastic work from @ericwallerstein ! “The solution: the Fed should expand FIMA access to sovereign wealth funds, foreign pensions, and select private holders of U.S. debt. To ensure enough cushion to weather a crisis, the Fed could also extend the financing window from seven days to eighty-four—matching the limit on foreign exchange swap lines.”
Eric Wallerstein@ericwallerstein

x.com/i/article/2036…

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Josh Man
Josh Man@JoshMandell6·
@dampedspring @Tyler_Neville_ @ericwallerstein Gosh we would have loved an auction like this. There would have been a huge tale but we would have been buying it after having shorted it for a day in advance. Nothing like guaranteed supply!
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Josh Man
Josh Man@JoshMandell6·
I bet you that Treasury advisory Committee had informal conversations during the auction process which revealed an insufficient number of bids. Back in the day, Salomon would have just knocked the market down and gotten really short and made a big profit but a plan was hatched for a few big banks to purchase and park the bonds to avoid the appearance of a failed auction It's all a game but a failed auction is one hell of stick Like it or not but the big print is coming
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Andy Constan
Andy Constan@dampedspring·
The fed should not advantage foreign private sector buyers of treasuries. Let the goddamn market clear. The job of the Fed is NOT to suppress interest rates when inflation is roaring. THERE IS NO CRISIS in the treasury market. Bailout after the crisis if you must. NOT BEFORE. Why is this so difficult. Let the market clear
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