Trysail Econ

@shaguncrypto Kathy wood has lost more for her clients than any manager in history. Banking your future of speculative assets endorsed by idiots is not a good idea

Don’t fcking quit bro, life can go from 0 to 100 really quick. Buy Bitcoin and Hold till 2030.

@phongle Time to raise rates again! Debt spiral is looking more and more likely.

$STRC payday

@BitPaine It’s not profitable and it’s not a business. It’s a levered BTC trading vehicle. If they ever turn a profit all the stretch holders get hit with a massive tax bill.

A lot of the Saylor hate we are seeing recently is a consequence of the increasingly widespread recognition that he has won. Crypto types spent almost two decades trying and failing to build profitable businesses without realizing all they had to do was buy and hodl Bitcoin.

@ChrisMMillas @DividendGuy67 Misleading at best. ETFs are sponsored by far more credible institutions, you pay fees via dilution and dividend payments to their ever increasing dividend/ debt burden, Mstr generates no yield and passive flows are a structure risk if they get delisted from MSCI.

When Strategy bears say that people should “just buy Bitcoin directly” they are exposing their low IQ precisely because most institutions CAN’T buy Bitcoin directly. But they CAN buy $MSTR and $STRC.

@d_1awrence “Safe as can be” company holds the right to suspend the dividend indefinitely… it’s a speculative asset marketed as a savings account. Will crash in the medium term if btc doesnt hit new ath this year.

Shocking take from Jack here. There's no comparison to lending your Bitcoin to buying a perpetual stock like STRC. When you lend your Bitcoin to Strike or other lenders, you can be liquidated and lose your entire stack. When buy $STRC, you're buying a 0.5%-1% vol stock - your principal is as safe as it possibly can be and you're being paid 11.5% as a privilege. I've heard this narrative a lot, usually peddled by those companies giving out the loans. For Saylor, here's what Jack's missing - he never has to pay the principal back. He's not loaning the money from people to then pay them back their principal and interest like a traditional loan - if people want to sell their shares, they need another buyer in the market to buy their shares. Yes he has to pay them 11.5% dividends, but unlike a retail loan where the borrower will have to pay the full loan back themselves including the interest, Strategy will simply raise more capital against the Bitcoin to pay the dividends. So who's really paying the 11.5%? Strategy have found a way to generate infinite levels of capital to buy Bitcoin that they'll use to raise more capital against to pay the dividends. Its financial engineering at its finest. I'm really surprised Jack doesn't get it. Instead of aiming sly digs at Saylor, he should aim them at his bosses at XXI who have produced zero value to shareholders in the past 12 months. What exactly does XXI do Jack?

@PiusSprenger Don’t worry, if tulips go up 30% a year the math works….

So far, $STRC dividends have only gone one way… and that’s UP. This isn’t necessarily a good thing.

@RhoRider So a central group of developers is seizing Satoshi’s coins? Sounds counter intuitive to the mission of a decentralized - libertarian currency….

Get your 🍿 for the meltdown…this will be a good one

@RhoRider Going to need 12% for the ponzis, that will fix “digital credit”

⚠️ Mornin’! It’s that time… Saylor dilutes $MSTR common share holders another $255M to buy Bitcoin at a terrible entry well above last week’s lows.

@TheBTCTherapist They were a great exist for the smart money to cash out before it all comes crashing down.

Trying to figure out how treasury companies and ETFs bought over 2 million Bitcoin but price is still down -35%

@saylor Flat compared to cost basis and with billions in liabilities. Still in the hole by a lot.

Just another day at the office $BTC

@GoingParabolic This was years ago and zero progress has been made. Only btc on the federal balance sheet was seized from criminals.

🇺🇸 U.S. congressman introduces new Strategic Bitcoin Reserve bill and says there will be no capital gains on Bitcoin THIS IS HUGE🔥

@Osint613 They are going to write an amazingly strongly worded letter asking them to stop the blockade.

EU Foreign Minister Kallas: "EU ministers agree to expand sanctions on Iran for navigation freedom violations."

@piovincenzo_ Ok unc, BTC isn’t crypto anymore, even though it’s THE crypto.

@piovincenzo_ Typical crypto response. “Do the research” is a great thing to say when you can’t articulate why you blindly support a debt balloon that will pop if BTC doesn’t double by 2028.

34 thousand Bitcoins in one week 34 thousand Are you paying attention yet?

@piovincenzo_ How? They only cover dividends by issuing new shares. Did they not fund the purchase through perpetual preferred shares paying 11.5%?

@CryptoTice_ They bought it through a passive- index tracking fund because MSCI hasn’t excluded them yet. This is a huge liability for Mstr, not a sign of mainstream adoption

THE MOST BORING MONEY ON WALL STREET JUST BOUGHT BITCOIN. 👀 Vanguard. $12 trillion in assets. $680,000,000 into $MSTR. This is the fund your grandparents trust. The most careful. The most conservative. The most patient money alive. They don't chase pumps. They don't buy hype. They front-run structural shifts. $MSTR isn't a stock. It's a Bitcoin proxy. When this money moves... The game is already over.

@Rajatsoni How has your CFA charter not been revoked yet? Everything you post is a conflict the standards.

$STRC is the perfect product for retail 1) It offers the same returns as the S&P 500 2) It has extremely low volatility (maybe $1-$2/month) 3) It pays cash every month like a paycheck 4) It's backed by Bitcoin and US Dollars

@YourAnonOne Crypto

@katyXBT Literally anything.

Name one thing more valuable than bitcoin.