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@OinkCoinSolana

🐷 CA: 8RX8eViRE9hDZucrhQ9fUfiGejvV29nkxu38ugKzY69d 🐷

Snacking & Gaming Katılım Aralık 2024
388 Takip Edilen1.5K Takipçiler
Oink
Oink@OinkCoinSolana·
@TheOtherParker_ @RetrohwcmD Yeah but its impossible to realize so why even mention it unless you are trying to be misleading. Be real.
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Parker
Parker@TheOtherParker_·
Interesting day in $STRC today. Looks like the dividend arb trade broke. The dividend arb trade was to buy $STRC the day before ex-dividend, and then sell it over the following 2 days. Over the last few months, this resulted in 60-80bps of yield each trade, which if annualized, is around 250%. Whoever engaged in that trade this time was selling at a loss today, annualizing a -200% return. Sucks. Once dividends go bi-monthly, this will be less of a trade. With $SATA, there is now going to be no trade at all. This is fantastic, because it smooths volume. Volume volatility creates uncertainty, which limits the sizing for larger allocations. Expect to see $SATA grow quickly once the daily dividends kick in next month.
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Parker@TheOtherParker_·
@RetrohwcmD 60-80bps earned over 3 days, annualized
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Oink@OinkCoinSolana·
@diglloyd @AdamBLiv Sats per share is how many sats are represented by the % of the company you own. That has direct comparisons to mstr and other btc treasury companies. Divide your number of shares by outstanding shares and multiply by the btc owned by the company
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diglloyd
diglloyd@diglloyd·
@AdamBLiv I don't like Sats/share. Can't be compared to anything else. Kinda useless. Use Sats/$100 so you can compare across Metaplanet, Strategy, Strive: how many Sats do you get for $100 of shares.
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Adam Livingston
Adam Livingston@AdamBLiv·
Metaplanet issuing their prefs to buy only 200 BTC/day would be absolutely psychotic. I ran the CEBE math on this scenario (no common stock issuance or crazy mNAV expansion, and only 1,400 Bitcoin per week) Starting point: 40,177 BTC 0.97x EV mNAV $297M debt $149M preferred 2,463 raw sats per diluted share ~2,157 CEBE sats/share after senior claims Now imagine Metaplanet buys 200 BTC/day for 3 years using preferred equity only. No common issuance. That adds 219,200 BTC. Total stack becomes 259,377 BTC Yes, a quarter-million Bitcoin treasury built by feeding yield addicts into the preferred equity wood chipper. At 0.97x CEBE NAV, projected Metaplanet share price: Year 1: BTC to $100k: $1.97 BTC to $150k: $2.73 BTC to $200k: $3.49 BTC to $300k: $5.00 BTC to $500k: $8.04 Year 2: BTC to $100k: $2.62 BTC to $150k: $4.86 BTC to $200k: $7.11 BTC to $300k: $11.60 BTC to $500k: $20.59 Year 3: BTC at $100k: $3.58, +73% BTC at $150k: $8.03, +288% BTC at $200k: $12.49, +503% BTC at $300k: $21.39, +934% BTC at $500k: $39.21, +1,794% The bear case is literally “what if Bitcoin only goes to $100k and Metaplanet only goes up 73%.” Horrifying stuff. At $300k BTC, common equity CEBE rises to ~7,351 sats/share even after the preferred claims. At $500k BTC, it hits ~8,084 sats/share. Preferred investors get their yield. Metaplanet gets Bitcoin. Bitcoin goes up. The dollar senior claim shrinks in BTC terms. Common equity eats the residual like a starving rat behind a Tokyo 7-Eleven. Remember, this is with ZERO common shares issued or mNAV expansion. BULLISH ON THE JAPANESE HOTEL COMPANY: :::
Adam Livingston tweet media
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RYAN GARCIA
RYAN GARCIA@RyanGarcia·
Since I won 120,00 I’ll give one person 10k who likes this tweet and follows me. Let’s go
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Oink@OinkCoinSolana·
@shazcodes @ryanseanbadger So he has a newborn he can spend more time with now and a huge mortgage he shouldnt have taken on. Sounds like he kinda f'd himself there.
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Shaz
Shaz@shazcodes·
@ryanseanbadger Having a good job doesn't mean you forfeit the right to be treated with basic respect when it ends
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Shaz
Shaz@shazcodes·
Yesterday my cousin got fired from Coinbase after 7 years. He was making $350k a year, but got an email yesterday morning saying his access has been deactivated effective immediately due to a structural reorganization. He has a newborn baby and a huge mortgage, and they didn't even give him a chance to say goodbye to his team. 7 years of loyalty and you're just a redundant headcount overnight. Absolutely gutted for him. 💔
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Josh Man
Josh Man@JoshMandell6·
One of the most interesting parts of the Strategy press release is the following: "Strategy believes that it will not have any accumulated earnings & profits for U.S. federal income tax purposes (“E&P”), and does not expect to generate current E&P in the current year or the foreseeable future. Based on these expectations, Strategy expects the distributions paid on its preferred equity instruments to be treated as non-taxable return of capital ("ROC") for the foreseeable future (i.e., ten years or more)."
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Oink
Oink@OinkCoinSolana·
@theionicXBT Yet oil prices have spiked massively since u posted this. Curious
GIF
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ionicXBT
ionicXBT@theionicXBT·
Iran blocks the Strait of Hormuz We seen oil prices spike globally Now that UAE leaves OPEC UAE have no more production limits so they will pump maximum capacity and flood the market with supply expect oil prices to drop Iran tried to use oil as a weapon And now UAE just turned it against them
The Kobeissi Letter@KobeissiLetter

BREAKING: The UAE announces it will be leaving OPEC effective May 1st. This will officially end the UAE's 59-year membership in the organization. The Iran War is redefining the global energy industry forever.

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Vijay Selvam
Vijay Selvam@VijaySelvam·
Freezing Satoshi’s coins under any circumstances sets a precedent that irreparably damages Bitcoin’s monetary properties. With such a precedent, how can Bitcoiners ever feel confident that their money is safe into the distant future without feeling the need to constantly “monitor the news” to see if miners are going to rug them? *Durability* is a core property of money (alongside scarcity, portability, divisibility, verifiability, fungibility…). Gold in Tutankhamen’s tomb was unearthed perfectly intact over 3,000 years after it was placed there. You should be able to have the same confidence in Bitcoin. A five year window for people to move their legacy coins is ridiculous! Gold’s value lies in its durability and immutability over 1000s of years. If you set a rug-pull precedent for Bitcoin, you’d forever kill its claim to being durable and immutable digital gold. You’d destroy confidence in its timeless integrity. You’d turn it into ETH. There’s simply no way anyone who cares about Bitcoin should compromise on this.
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Uncle Cole
Uncle Cole@colemarabito·
@GrantCardone lol what the hell is this u launching shitters now grant?
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Grant Cardone
Grant Cardone@GrantCardone·
After doing proper due diligence I’ve decided in the best interest of my audience, brand and other projects to NOT to go forward with $DGTS coin.
Grant Cardone tweet media
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Investing Addict
Investing Addict@InvestingAddict·
@BitcoinTeacher_ I still don’t understand. Take Satoshi out of it. Why would any wallet getting hacked be good? Don’t you want them all to be safe? I am being genuine this is something I don’t understand.
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BTC Teacher
BTC Teacher@BitcoinTeacher_·
Are you in favor of letting satoshis wallets get hacked and his coins redistributed? Or would you rather quantum proof it?
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Oink@OinkCoinSolana·
@BitcoinTeacher_ Quantum proof is an interesting way of saying "collectively steal the value"
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Oink@OinkCoinSolana·
@halfik83 @danheld @ahmedthewonder This sets a horrible precedent where you cant just leave your coins in an address and come back to them without the protocol having changed underneath your feet and rugging you.
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Dan Held
Dan Held@danheld·
I'm anti BIP-361. For those who don't know, it deprecates or freezes coins that don't move after a certain migration date (for post quantum upgrades). It's not a full confiscation of every pre-quantum coin, but a good chunk of them. Bitcoin's primary value props: best monetary policy of any money + extremely hard to seize asset. If the protocol for any reason makes these assets "seizable" (destroyed) through a change in the code, then it impacts both of those value props. Granted, Satoshi's coins being cracked would also negatively impact the perception of seizability. However, intelligent market participants will understand this is the lesser of two evils. For this reason, I'm not for any proposal that allows these coins to become frozen.
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Matt Laitres
Matt Laitres@MatthewLaitres·
@danheld This violates the property rights of Btc. If you're for the freeze then you're not in bitcoin becaue you believe in the project and the technology, you're in it because you just want to make money. Go shitcoin somewhere else and leave bitcoin decentralized and permissionless.
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Oink@OinkCoinSolana·
@MavenRaven22 @resetbasis @MottandBow Lol bro is obese. Gonna die at 50 from a heart attack probably. Stop justifying when people treat their own bodies with disrespect.
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Mott & Bow
Mott & Bow@MottandBow·
Exceptional comfort, luxurious softness, and the Mott & Bow guarantee that every stitch is handcrafted to perfection—these are the only tees you should be buying.
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Derin Olenik
Derin Olenik@BigpictureBTC·
Cant make this up...This guy spends all day promoting how big STRC is going to be then doesn't incorporate $STRC growth into his formula...His calculations assume zero STRC growth and are a static snapshot when its almost doubled its notional from 3.4B to 6.35B in 2 months, right...
Derin Olenik tweet media
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Oink@OinkCoinSolana·
@BigpictureBTC He's genuinely a clown. Its hard to take anything he says seriously
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Oink@OinkCoinSolana·
@mohrt @boomer_btc Fair. For me the line has not been crossed yet as i dont adopt a pure nakamoto perspective on btc. Im more aligned with digital gold use of btc but BIP-361 crosses the line for me in a major way.
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Bob Burnett
Bob Burnett@boomer_btc·
I just had my first chance to read through BIP-361. I'm glad so many folks are putting serious thought into this matter. I've thought a lot about it myself in the last year. That said, I don't see this BIP as the answer. However, I do think there are some noteworthy elements. I think leaving a path to not fully/eternally freeze was a reasonable attempt to resolve what is a tricky problem. For now, I believe the best path will involve leaving them exposed or possibly restricting the number of exposed keys per block or difficulty period.
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Justin Bechler #BIP-110
“BIP-110 is cEnSoRsHip” - the same evil villain crypto VC seeking to profit from confiscation of 34% of Bitcoin via BIP-361
Justin Bechler #BIP-110 tweet media
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Oink@OinkCoinSolana·
@RexEverything88 @Andrew_J_Howard Gold does not have a quicker settlement time. Send me some gold right now and ill send you some bitcoin and we will see what arrives to who first. And who gives af if something is physical. Youre literally on the internet on an i tangible social media app my g
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Andrew Howard
Andrew Howard@Andrew_J_Howard·
BIP-361 isn’t a security upgrade. It’s a precedent for protocol-enforced freezing. Today it’s quantum. Tomorrow it’s whatever the next "emergency" is. No.
Andrew Howard tweet media
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