scool89

@STRchitect @dampedspring you’re talking about buying with STRC proceeds. he’s talking about people buying strc

@dampedspring Selling common via ATM, then converting to STRC. This week 75% of the 22K BTC purchase came from STRC demand. Last month it was 3%. The product is self-funding in real time.

Is the new buying of STRC funded by

@dampedspring 2 year trading above fed funds = i’m shoving 100x my net worth into long zt

Bonds trade like ass.

@btcjvs @eleutron2 selling strc to cover the strc dividends is called a ponzi scheme

@eleutron2 they are covered for 24 months from here. They can also cover the dividend via STRC ATM

Google, a $4T company, generates about $350M in net profit per day. Strategy, a $50B company, is raising roughly $100M per day via its ATM. Not an apples-to-apples comparison, but it shows the sheer scale of money being raised for MSTR.

@Rajatsoni banks literally do not care about any of this

Banks don't like what MSTR is doing with $STRC They want to liquidate MSTR's Bitcoin and take it for themselves They want to issue their own credit products backed by Bitcoin This is going to be like GME but the shortsqueeze will be DISASTROUS for anyone shorting MSTR or BTC Nothing was supposed to be able to compete with the banking system The Fed made sure of that by confiscating gold But they can't stop Bitcoin backed credit They can't stop bitcoin Strategy can't be liquidated Strategy has enough cash to cover over 2 years of dividend payments, and it can generate more at any time While the banks mess around with fiat games, Strategy is innovating and buying thousands of coins a day STRC is the perfect fit for short term credit It wouldn't exist without Bitcoin And banks can't do anything to kill it There's too much demand for a product like this

@halstonvalencia people selling shares back and forth does not raise money to buy bitcoin

STRC is the biggest thing in finance and is about to have its best week yet. $250M+ in trading volume just today, implying ~2,800+ BTC purchase. And last week? Almost 18,000 BTC added, much of it funded by STRC. So why on earth would anyone want to hold a 10Y UST at 4% when you can hold an 11.50% yield instrument issued by the world’s largest corporate bitcoin holder, paid monthly with low vol?? $STRC is just the beginning of a total restructuring of how capital markets think about yield. Fixed income is about to get CONSUMED. And tradfi hasn’t woken up yet.

@Arealmfngl “she’s 0.65 years old”

Me: "Aw, your baby is cute. How old?" Woman: "Thanks, she's 34 weeks. Do you have the time?" Me: "Sure, it's 972 minutes past midnight."

@Rajatsoni “bitcoin can grow 30% per year” yeah so can anything if u use fantasyland, how’s bitcoin doing over the last 5 years?

The legacy financial system can't keep up with STRC Nobody can offer 11.5% dividends because they can't produce enough value They offer 3% MAX STRC can offer 11.5% because Bitcoin can grow 30%+ per year Bitcoin is indirectly replacing the bond market (worth $300 TRILLION)

@Rajatsoni @inked_investing if you bought bitcoin 5 years ago u underperformed treasuries if mstr issues strc 5 years ago to buy btc they would be bankrupt womp womp

@inked_investing Did you read the post? I buy Bitcoin with a 4+ year time horizon. Please understand nuance. There's no such thing as all or nothing. I personally don't have any STRC because I don't have any plans that are for less than 4 years. I have an emergency fund though.

Should you buy Bitcoin or $STRC? It depends on your time horizon STRC offers a dividend of 11.5% today (variable), while Bitcoin will be extremely volatile, but the volatility will lead to massive returns over 4+ years So STRC is a short-term savings account with a VERY high dividend that's guaranteed for at least 2 years since MSTR has a cash reserve that will cover dividends for 2 years Let's think of this from a mathematical perspective: 1 BTC = ~$69,000 If you invest $69,000 into STRC today and reinvest all your dividends, you'll have: $77,366 in 1 year $86,748 in 2 years $97,267 in 3 years $109,061 in 4 years $122,286 in 5 years $153,742 in 7 years $216,725 in 10 years $384,096 in 15 years $680,723 in 20 years (almost a 10x!) Here's how I decide between buying STRC and BTC: I think that Bitcoin will outperform STRC over the next 4+ years I have no idea what Bitcoin will do in the next 1-3 years If I need my money in 2 years, I WILL NOT BUY BTC with it Bitcoin can do whatever it wants in the next 2 years, but STRC will very likely remain at par ($100), plus I will continue to receive dividends If I have a shorter time horizon (eg. 6 weeks), I would just hold cash I think Bitcoin will be more than $126K in 4 years, so if I had a 4-year time horizon, I would buy BTC If I have a 4+ year time horizon, I would buy Bitcoin If I have less than 4 years, I would buy STRC

@dampedspring then i misinterpreted your post about previous invasion tanking spy 18%. my b

@scool891 Gosh I don't think so. I released a video of levels I would buy SPY Sell gold, sell bonds, sell oil, and sell vix. Unfortunately levels weren't hit. Not sure how that can be dooming.

People actually sold $SPY , bought $TLT and Bought $GLD and bought $USO on the open. Who the heck are these people?

@Rajatsoni because a rental property isn’t backed by an asset that’s down over the last 5 years and u won’t wake up one day to the property being down 50% like u will with strc

Why would you buy a rental property when you can earn 11.25% owning $STRC

@5_rising @BullTheoryio they don’t need to open a long position to do that

@scool891 @BullTheoryio On paper and in the extreme, they could buy puts that are significantly out of the money for $0.05 and then sell them at $0.10 as the price drops for a 100% gain. This, of course, relies on the other side of the trade trading.

This is SHOCKING. Jane Street’s secret trading technique is to accumulate shares, then dump them in seconds to crash the price and profit from shorts. They ran the same 10 AM manipulation algo in Indian markets and made $4.23 billion, which led to a temporary ban by the Securities and Exchange Board of India. Their playbook is simple: 1) Have billions of dollars from investors 2) Buy spot Bitcoin at, say, $68k 3) Open massive shorts via options or derivatives 4) Sell large amounts of BTC in minutes with algos, combined with low liquidity or negative news to trigger panic selling 5) Price crashes to $62k 6) Close shorts for massive profits while losing just 5% on spot 7) Buy spot Bitcoin again at $62k, squeeze shorts, and create FOMO to push price higher 8) Open massive shorts again... Rinse and repeat. In India, Jane Street still has $560 million frozen in an escrow account with SEBI, and the manipulation case is ongoing.

@illbethe_moon @BullTheoryio why would u buy 100k of something and short 1 million of same thing. instead u can just short 900k of that thing. thats not market manipulation. that’s speculation

@scool891 @BullTheoryio Leverage bro. It’s not a one for one thing.

@DukeInvests @amiralmacd @BullTheoryio market making is buying and selling and capturing a spread on the bid ask. but this isn’t that imo

@amiralmacd @scool891 @BullTheoryio Fair enough. I’m not fully convinced either.

@DukeInvests @BullTheoryio but why would anybody do that? what’s the purpose of being long spot and shorting futures? that’s not a delta hedge that’s an offset position

@scool891 @BullTheoryio Options/futures…a.k.a. levered short positions. Example: If you own $1M of Bitcoin and it drops 5%, you lose $50K. But if you short via Bitcoin futures at 5:1 leverage, $200K margin controls $1M notional. A 5% drop = $50K gain on $200K → +25%.

@saasy_cto @GordonJohnson19 ooo ok that makes sense ty

@scool891 @GordonJohnson19 They are reversing their delta hedging. Basically the effect is the opposite of a gamma squeeze.

NVDA's stock is falling b/c it needed to clear an options wall of ~$200/shr. So, given A LOT of folks were long calls into the print, & it didn't clear $200, brokers are selling stock to reverse sold calls. It's that simple. This isn't fundamentals. It's market mechanics.

@dampedspring 50 day ma? same and same

Update. Seller at 83,999. Will probably short $MSTR if that BTC price is available AND MNAV expands to 1.25 and hold the arb $IBIT.

@realredsd @CBSNews no point was being made. this is simply a headline and a news story. why are u interpreting it as an attack on republicans

@CBSNews And your point is what? Many Democrats were in bed, I mean business with Epstein as well. 🙄

U.S. Commerce Secretary Howard Lutnick and Jeffrey Epstein were in business together, Epstein files show. cbsn.ws/45OTIer