@Strategy If the mnav is less than 1 does it not make sense to sell something to buy MSTR common stock? Capture arbitrage?
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the daily scalper
1.7K posts
the daily scalper
@loodfick
I am a full time working data scientist trying to learn and master the art of trading...
Australia Katılım Temmuz 2011
265 Takip Edilen265 Takipçiler
the daily scalper retweetledi
the daily scalper retweetledi
All-time high volume. $1.53B of liquidity. Two cents of volatility. Closed at par. $STRC
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the daily scalper retweetledi
"We've bought $100M an hour, it doesn't move price. We've bought $200M an hour, it doesn't move price. We've bought $300M an hour, and stopped...price goes up." - @saylor
STRC fueled BTC buy this week on pace to be +$1Billion.
That's $2.35M of BTC/minute or $140M of BTC/hour.
gum@gumsays
$847,000,000 dollars from STRC into Bitcoin in just 6 hours🤯 That's $2.35M per MINUTE...more than 10 THOUSAND BITCOIN purchased by Saylor just today It is unbelievable how we're not past $82K yet.
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the daily scalper retweetledi
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@saylor @PunterJeff
Daily dividends from $SATA. Bi-monthly from $STRC. The yield innovation is real and it matters.
But here's the unsolved problem:
Getting the yield is only half the job. Getting it *spent* is where the system still fails.
From AU, to get capital into $SATA or $STRC we lose 1%+ on FX before we've earned a cent. Then we lose again getting it out. Every handoff, some institution clips the ticket.
So the daily dividend yield? Partially absorbed by the rails before it ever reaches me.
The real unlock isn't just yield frequency. It's yield accessibility.
Leave your $10K in a Bitcoin treasury vehicle, working hard. But let the daily yield land in a wallet connected to a debit card. Usable at any EFTPOS terminal. Anywhere. No brokerage withdrawal. No FX desk. No delay.
The yield generating machine exists. The last-mile delivery system doesn't.
Who's solving that? Because whoever does removes the final reason not to hold.
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@AdamBLiv Hey Adam! We also need to solve the delivery system aspect. I am sure we can build something amazing here.
the daily scalper@loodfick
@saylor @PunterJeff Daily dividends from $SATA. Bi-monthly from $STRC. The yield innovation is real and it matters. But here's the unsolved problem: Getting the yield is only half the job. Getting it *spent* is where the system still fails. From AU, to get capital into $SATA or $STRC we lose 1%+ on FX before we've earned a cent. Then we lose again getting it out. Every handoff, some institution clips the ticket. So the daily dividend yield? Partially absorbed by the rails before it ever reaches me. The real unlock isn't just yield frequency. It's yield accessibility. Leave your $10K in a Bitcoin treasury vehicle, working hard. But let the daily yield land in a wallet connected to a debit card. Usable at any EFTPOS terminal. Anywhere. No brokerage withdrawal. No FX desk. No delay. The yield generating machine exists. The last-mile delivery system doesn't. Who's solving that? Because whoever does removes the final reason not to hold.
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the daily scalper retweetledi
Strategy just sold ~$1.16 billion of STRC today.
Permanent capital in Bitcoin going to the balance sheet.
~14,155 Bitcoin acquired - all they have to do is pay 11.5%.
For reference, Palantir just reported a net income of $871 million... for ONE QUARTER.
Yes... Saylor just raised ~$250 million more in one trading session than Palantir's Q1 NET INCOME.
Palantir trades at a 150 P/E ratio.
Which growth story do you think the market is undervaluing?
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@saylor @ColeMacro @Strive @saylor these products are phenomenal! Now let’s solve the delivery system aspect…
the daily scalper@loodfick
@saylor @PunterJeff Daily dividends from $SATA. Bi-monthly from $STRC. The yield innovation is real and it matters. But here's the unsolved problem: Getting the yield is only half the job. Getting it *spent* is where the system still fails. From AU, to get capital into $SATA or $STRC we lose 1%+ on FX before we've earned a cent. Then we lose again getting it out. Every handoff, some institution clips the ticket. So the daily dividend yield? Partially absorbed by the rails before it ever reaches me. The real unlock isn't just yield frequency. It's yield accessibility. Leave your $10K in a Bitcoin treasury vehicle, working hard. But let the daily yield land in a wallet connected to a debit card. Usable at any EFTPOS terminal. Anywhere. No brokerage withdrawal. No FX desk. No delay. The yield generating machine exists. The last-mile delivery system doesn't. Who's solving that? Because whoever does removes the final reason not to hold.
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$SATA Updates:
- First security in history to pay daily dividends
- Beginning 6/16/26, pays on business days, ~250x per year
- APR maintained at 13% through June '26
@Strive now holds 15,009 Bitcoin (~$1.2B) with zero debt & $ASST is the only BTCTC w/ pref only amplification.
Strive@Strive
Strive: The Daily Dividend Company Investor Update - May 2026 $ASST $SATA
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the daily scalper@loodfick
@saylor @PunterJeff Daily dividends from $SATA. Bi-monthly from $STRC. The yield innovation is real and it matters. But here's the unsolved problem: Getting the yield is only half the job. Getting it *spent* is where the system still fails. From AU, to get capital into $SATA or $STRC we lose 1%+ on FX before we've earned a cent. Then we lose again getting it out. Every handoff, some institution clips the ticket. So the daily dividend yield? Partially absorbed by the rails before it ever reaches me. The real unlock isn't just yield frequency. It's yield accessibility. Leave your $10K in a Bitcoin treasury vehicle, working hard. But let the daily yield land in a wallet connected to a debit card. Usable at any EFTPOS terminal. Anywhere. No brokerage withdrawal. No FX desk. No delay. The yield generating machine exists. The last-mile delivery system doesn't. Who's solving that? Because whoever does removes the final reason not to hold.
QME
the daily scalper retweetledi
STRIVE - The Daily Dividend Company
Digital Credit is going DAILY
Below are the improvements on the horizon for $SATA and @Strive
What it means and why it matters 🧵👇
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the daily scalper retweetledi
Today we announce our new identity.
Strive. The Daily Dividend Company.
Beginning June 16, $SATA dividends will be paid each and every Business Day. No more waiting.
This marks a major step forward in aligning dividend paying securities with the speed of modern markets. We are extremely proud to be the first company to bring daily dividends to our investors.
In addition, we are now DEBT FREE. Zero debt, completely clean balance sheet with amplification provided solely by $SATA.
Just over eight months ago, we held zero Bitcoin. Today, we hold 15,009 BTC and are unlocking major innovations across the equity markets for the benefit of our shareholders.
This is just the beginning.
Strive for Excellence.
Strive@Strive
Strive: The Daily Dividend Company Investor Update - May 2026 $ASST $SATA
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@dgt10011 Bitcoin ETFs were supposed to bring institutional legitimacy. What if they brought institutional price control instead?
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JANE STREET SLASHED ITS BITCOIN ETF EXPOSURE IN Q1 2026, CUTTING IBIT BY ~71% AND FBTC BY ~60%, ACCORDING TO ITS LATEST 13F FILING
Price discovery is back on the menu
Jeff Park@dgt10011
Everyone is asking: "Is Jane Street why Bitcoin isn't at $150k?" As expected, the answer is trickier than the question. But it's also more structurally unsettling than the conspiracy theory itself—and once you understand the actual mechanics, you won't be able to unsee them👇
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I can't get enough of his playing.this one is extremely inventive.🥁🔥
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Here is a thought. How about we don’t vote for a party or government anymore but we vote for where the money flows? That will spice things up a bit. Latest Australian government budget dropped and some of the spending seems interesting.
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@Bitmander @david_eng_mba Sorry but this is picking data time frame that fits your argument. We are possibly at the bottom of the next leg who knows.
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@david_eng_mba Bitcoin returned a measly +39% over the past 5 years though , which translates to a Compound Annual Growth Rate (CAGR) of 6.81%. It has not repriced anything.
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THE OPPORTUNITY COST OF CAPITAL CHANGED
For 100 years, the hurdle rate was basically:
Treasuries
60/40
S&P 500
Now compare the data:
1-3Y UST:
4.0% return / 2.2% vol / 0.23 Sharpe
60/40:
8.2% return / 11.0% vol / 0.41 Sharpe
S&P 500:
10.5% return / 19.3% vol / 0.34 Sharpe
BTC since 2014:
45.9% CAGR / 67.8% vol / 0.53 Sharpe
MSTR since 2020:
55.9% CAGR / 90.8% vol / 0.46 Sharpe
STRC current preferred yield point:
11.5% yield / ~3.1% inferred vol / 2.51 Sharpe
Important caveat:
STRC is not a full-cycle equity return history.
It is a current yield/risk point.
But that is exactly the insight.
The capital stack is being repriced.
BTC is the long-duration compounding asset.
MSTR is the levered convexity wrapper.
STRC is the income layer.
Traditional finance still acts like the S&P 500 is the hurdle rate.
It is not.
New question:
Why own an asset that cannot beat the Bitcoin capital stack after adjusting for risk, liquidity, taxes, and time?
Bitcoin did not just create a new asset. It created a new hurdle rate.
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