Collin

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Collin

@TheValueThinker

Crypto | Stocks | Finance. Trying to add Value.

Somewhere Katılım Ağustos 2010
1.7K Takip Edilen9.8K Takipçiler
Collin
Collin@TheValueThinker·
For those interested in understanding the benefits and risks with $STRC and $MSTR Check out my take on @saylor @phongle @Strategy $8.5B perpetual preferred that is changing the financial industry (link below)
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Collin@TheValueThinker·
@Peter_thoc A lot of noise and attention grabbers on here.
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The House Of Crypto
The House Of Crypto@Peter_thoc·
ALWAYS Verify what you hear on X.. So many accounts feeding on your emotion with bullshit to gain recognition.
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Collin
Collin@TheValueThinker·
@LazyProgramer @F1shEnChips Yes last time rolled down to $60-$70 was not bad entry either. Long term I think this will value play. Will continue to watch and wait for solid entry spot.
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Peter Schiff
Peter Schiff@PeterSchiff·
.@Saylor dodged my argument that $STRC is a Ponzi by saying, “Peter thinks Bitcoin’s a Ponzi scheme. Peter is not really a lover of anything in this space.” But I’ve called Bitcoin a new variant of decentralized Ponzi. STRC is different: a classic centralized Ponzi run by $MSTR.
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Collin
Collin@TheValueThinker·
@F1shEnChips With the way stablecoin market is growing and will continue for the next decade definitely in a good position. Most people misunderstand their business, you are correct if rates rise CRCL still a winner while the rest take a seat.
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FishEnChips
FishEnChips@F1shEnChips·
@TheValueThinker I see it as a good hedge personally. In the event the print doesn’t happen, liquidity tightens and rates hike (all unlikely tho) circle will initially rise dramatically if continuing current growth
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Collin
Collin@TheValueThinker·
@fundstrat Yup another grifter attention Seeker who likely skipped math and counting in school.
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Collin@TheValueThinker·
@cryiepto @saylor Yes correct and agree. Tom doesn’t want debt, but preferreds would not be debt.
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joyjoy
joyjoy@cryiepto·
@TheValueThinker @saylor Tom already said many times he does not want debt. I would rather have a good dividend that would come partially from stacking, partially from Moonshots growth. Institutions know his plan, that is why they keep buying in hundred of Millions. Some news should come after 5% alch.
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Collin
Collin@TheValueThinker·
...“If I was designing a Bitcoin treasury company from a clean sheet of paper, the company would consist of one common equity, one monthly or semi-monthly variable preferred equity and a BIG stack of Bitcoin and nothing else”... @saylor Once the 5% Alchemy is complete, the next logical question is: Will @fundstrat consider a $STRC style preferred for @BitMNR? The DAT treasury playbook was pioneered by @Strategy. If $BMNR is already adopting the core strategy, why not replicate the best parts of that "Strategy"? This could seriously help the common and be the next evolution of the capital stack.
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Collin@TheValueThinker·
@Badie912 @saylor Yes agreed! Hopefully he already has thought about this option am just waiting for the right time to strike!
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Badie
Badie@Badie912·
@TheValueThinker @saylor I think there is a decent degree of implied leverage to the strategy Tom Lee most likely doesn't want to entertain. When the price of $eth improves I think he should consider it especially once $eth is 50% higher than $bmnr average buy price. Back of the napkin thinking here.
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Collin
Collin@TheValueThinker·
@Badie912 Yes MSTR goals have not changed but this guy’s DAILY bear goalpost keeps moving from the “40Ks” to oops it’s now 90K 😂 too many like him
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Badie
Badie@Badie912·
I suggest people who want to know more watch the Strategy earnings call. They are sending a message to the market that if certain conditions exist with their stock price and btc they could sell btc to buy shares or retire debt early. The goal has not changed to increase btc per share.
Ted@TedPillows

"I will never sell"

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Collin
Collin@TheValueThinker·
@JamesEastonUK In the end it may be just that simple James!
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