Touch Grass Podcast

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Touch Grass Podcast retweetledi

Rachit Agarwal@rachit·4d

New Episode with @piovincenzo_ We discuss: - Pio's bull case for MSTR - STRC unwind - Why Saylor can't be squeezed out 1:30- Pio when he first discovered @Strategy 4:07- Bitcoin's exposure through Strategy 5:46- Why Saylor is the perfect face for Strategy? 6:40- MicroStrategy went down 99% during the dotcom bubble 10:50- Why Saylor is hyper aggressive about Bitcoin? 12:11- The point that CT keeps missing when it comes to MSRT 13:50- What did Saylor do wrong in the last 6 months? 15:20- Pio's conviction on Saylor and why their strategy is hyper sustainable 16:25- Will the boomers who chased yields ever come back to MSTR? 17:47- How can the preferred stocks hit $100 value? 18:35- Thoughts on semi-monthly STRC dividends 19:50- What's one thing Pio would change about Strategy? 22:15- Can other DATs replicate what Strategy is already doing? 25:30- How could MSTR's value shoot to $1000?

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Touch Grass Podcast@touchgrass_pod·2d

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Pio’s thoughts on the STRC dividends and how increasing the dividend frequency was a good idea "He released Strike and Strife and Stride before STRC and those were quarterly and there was demand, but not really that much. Then STRC came out and everyone was like, whoa. Everybody loved STRC so much because it was monthly" "Now it's twice per month, which is even more attractive. Getting people capital frequently is a good idea. I don't know if Strategy is ready to move to every week, but twice per month is a great step forward"

New Episode with @piovincenzo_ We discuss: - Pio's bull case for MSTR - STRC unwind - Why Saylor can't be squeezed out 1:30- Pio when he first discovered @Strategy 4:07- Bitcoin's exposure through Strategy 5:46- Why Saylor is the perfect face for Strategy? 6:40- MicroStrategy went down 99% during the dotcom bubble 10:50- Why Saylor is hyper aggressive about Bitcoin? 12:11- The point that CT keeps missing when it comes to MSRT 13:50- What did Saylor do wrong in the last 6 months? 15:20- Pio's conviction on Saylor and why their strategy is hyper sustainable 16:25- Will the boomers who chased yields ever come back to MSTR? 17:47- How can the preferred stocks hit $100 value? 18:35- Thoughts on semi-monthly STRC dividends 19:50- What's one thing Pio would change about Strategy? 22:15- Can other DATs replicate what Strategy is already doing? 25:30- How could MSTR's value shoot to $1000?

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Touch Grass Podcast@touchgrass_pod·3d

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Pio talks about the mechanisms to bring back the STRC price to $100 "They can raise the interest rate, which they just did, by 50 basis points from 11.5 to 12. A lot of people are calling for another 50 basis point raise to 12.5. And they can buy it back, so they may buy it back to send it closer to 100 or all the way to 100. There's a couple of mechanics. But there's not that crazy of a rush to do it" "The people that are holding it now and understand what it is, they understand what's going to happen with it, they understand where it's going to go. It's still doing what it's supposed to do. It's just down 15 bucks"

New Episode with @piovincenzo_ We discuss: - Pio's bull case for MSTR - STRC unwind - Why Saylor can't be squeezed out 1:30- Pio when he first discovered @Strategy 4:07- Bitcoin's exposure through Strategy 5:46- Why Saylor is the perfect face for Strategy? 6:40- MicroStrategy went down 99% during the dotcom bubble 10:50- Why Saylor is hyper aggressive about Bitcoin? 12:11- The point that CT keeps missing when it comes to MSRT 13:50- What did Saylor do wrong in the last 6 months? 15:20- Pio's conviction on Saylor and why their strategy is hyper sustainable 16:25- Will the boomers who chased yields ever come back to MSTR? 17:47- How can the preferred stocks hit $100 value? 18:35- Thoughts on semi-monthly STRC dividends 19:50- What's one thing Pio would change about Strategy? 22:15- Can other DATs replicate what Strategy is already doing? 25:30- How could MSTR's value shoot to $1000?

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@rachit @piovincenzo_ @Strategy x.com/touchgrass_pod…

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Touch Grass Podcast@touchgrass_pod·4d

“The price of the stock going down doesn't have anything to do with the company unless something bad actually happened” Pio on why the MicroStrategy panic is completely disconnected from anything fundamental "Nothing actually happened except the price went down and that's the big thing crypto twitter is missing. They're pointing to the price, but nothing happened to the company" "When OpenDoor went from $11 to $4, I wasn't worried because the company kept improving. They hired a new CEO, brought in great people, and kept shipping updates" "If something actually bad happened to the business, that's different. But with MicroStrategy, nothing bad happened"

QME

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Touch Grass Podcast@touchgrass_pod·4d

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Touch Grass Podcast@touchgrass_pod·4d

“The price of the stock going down doesn't have anything to do with the company unless something bad actually happened” Pio on why the MicroStrategy panic is completely disconnected from anything fundamental "Nothing actually happened except the price went down and that's the big thing crypto twitter is missing. They're pointing to the price, but nothing happened to the company" "When OpenDoor went from $11 to $4, I wasn't worried because the company kept improving. They hired a new CEO, brought in great people, and kept shipping updates" "If something actually bad happened to the business, that's different. But with MicroStrategy, nothing bad happened"

New Episode with @piovincenzo_ We discuss: - Pio's bull case for MSTR - STRC unwind - Why Saylor can't be squeezed out 1:30- Pio when he first discovered @Strategy 4:07- Bitcoin's exposure through Strategy 5:46- Why Saylor is the perfect face for Strategy? 6:40- MicroStrategy went down 99% during the dotcom bubble 10:50- Why Saylor is hyper aggressive about Bitcoin? 12:11- The point that CT keeps missing when it comes to MSRT 13:50- What did Saylor do wrong in the last 6 months? 15:20- Pio's conviction on Saylor and why their strategy is hyper sustainable 16:25- Will the boomers who chased yields ever come back to MSTR? 17:47- How can the preferred stocks hit $100 value? 18:35- Thoughts on semi-monthly STRC dividends 19:50- What's one thing Pio would change about Strategy? 22:15- Can other DATs replicate what Strategy is already doing? 25:30- How could MSTR's value shoot to $1000?

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@rachit @piovincenzo_ @Strategy x.com/touchgrass_pod…

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"Michael Saylor is effectively the perfect individual to be doing this” Pio on why Saylor is best suited to be the face of Strategy "He's been running MicroStrategy for 30 plus years, one of the longest standing public tech company CEOs" "His company was a really big deal in 1998 and 1999. It was on the same plane as Microsoft, Apple, and the other tech giants of that era. Then the dot-com bubble burst, and MicroStrategy fell 99%" "People on Twitter will say he failed, but not becoming one of the seven biggest companies in the history of the world is not a failure. That's just an incredibly hard thing to do"

QME

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Touch Grass Podcast@touchgrass_pod·4d

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Touch Grass Podcast@touchgrass_pod·4d

"Michael Saylor is effectively the perfect individual to be doing this” Pio on why Saylor is best suited to be the face of Strategy "He's been running MicroStrategy for 30 plus years, one of the longest standing public tech company CEOs" "His company was a really big deal in 1998 and 1999. It was on the same plane as Microsoft, Apple, and the other tech giants of that era. Then the dot-com bubble burst, and MicroStrategy fell 99%" "People on Twitter will say he failed, but not becoming one of the seven biggest companies in the history of the world is not a failure. That's just an incredibly hard thing to do"

New Episode with @piovincenzo_ We discuss: - Pio's bull case for MSTR - STRC unwind - Why Saylor can't be squeezed out 1:30- Pio when he first discovered @Strategy 4:07- Bitcoin's exposure through Strategy 5:46- Why Saylor is the perfect face for Strategy? 6:40- MicroStrategy went down 99% during the dotcom bubble 10:50- Why Saylor is hyper aggressive about Bitcoin? 12:11- The point that CT keeps missing when it comes to MSRT 13:50- What did Saylor do wrong in the last 6 months? 15:20- Pio's conviction on Saylor and why their strategy is hyper sustainable 16:25- Will the boomers who chased yields ever come back to MSTR? 17:47- How can the preferred stocks hit $100 value? 18:35- Thoughts on semi-monthly STRC dividends 19:50- What's one thing Pio would change about Strategy? 22:15- Can other DATs replicate what Strategy is already doing? 25:30- How could MSTR's value shoot to $1000?

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Touch Grass Podcast@touchgrass_pod·4d

@rachit @piovincenzo_ @Strategy New Episode with @piovincenzo_ Only on @touchgrass_pod w @rachit and @24_gutta YouTube: youtube.com/watch?v=9giR-0…

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NEW: Pio joins us to break down the bull case for Strategy and explain why recent events have done nothing to shake his long-term conviction. Full episode drops tomorrow!

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@rachit @Ayyanrahman x.com/touchgrass_pod…

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Touch Grass Podcast@touchgrass_pod·5d

"The goal isn't to maximize yield. It's to maximize capital deployment" Ayyan, CGO at OnRe on minimizing capital drag, targeting sustainable yields, and the first-loss buffer they're planning to introduce "Our target is between 80% to 85% of AUM being deployed. As we grow, capital drag continues to fall because we're underwriting more deals" "If we're generating yield above that 12%, we'll take the excess and create a first-loss buffer. We believe that's an important step to make ONYC a more institutional asset that everyone wants to hold, regardless of their risk tolerance"

QME

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Rachit Agarwal@rachit·9 Tem

New Episode with @Ayyanrahman We discuss: - OnRe's recent TVL growth - State of Solana DeFi - Scaling sustainable stablecoin yields 1:48- Introduction to OnRe and reinsurance markets 3:17- What is a tranche? 5:47- OnRe's capital deployment structure and strategy 6:53- What is a trustee account and how does OnRe operate with them 8:29- Getting into deals and their time frame for these deals 10:55- Premiums for each contract and how they are layered and priced 13:40- How AI is impacting reinsurance? 14:48- The journey to 200 million and some inflection points 18:22- What's the advantage of being on Solana? 20: 53- Is excess capital a problem for OnRe to deploy? 23:20- How OnRe decides partnerships and their checklist 26:35- Thoughts on AI and DeFi hacking 29:09- What's next for OnRe

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"The goal isn't to maximize yield. It's to maximize capital deployment" Ayyan, CGO at OnRe on minimizing capital drag, targeting sustainable yields, and the first-loss buffer they're planning to introduce "Our target is between 80% to 85% of AUM being deployed. As we grow, capital drag continues to fall because we're underwriting more deals" "If we're generating yield above that 12%, we'll take the excess and create a first-loss buffer. We believe that's an important step to make ONYC a more institutional asset that everyone wants to hold, regardless of their risk tolerance"

New Episode with @Ayyanrahman We discuss: - OnRe's recent TVL growth - State of Solana DeFi - Scaling sustainable stablecoin yields 1:48- Introduction to OnRe and reinsurance markets 3:17- What is a tranche? 5:47- OnRe's capital deployment structure and strategy 6:53- What is a trustee account and how does OnRe operate with them 8:29- Getting into deals and their time frame for these deals 10:55- Premiums for each contract and how they are layered and priced 13:40- How AI is impacting reinsurance? 14:48- The journey to 200 million and some inflection points 18:22- What's the advantage of being on Solana? 20: 53- Is excess capital a problem for OnRe to deploy? 23:20- How OnRe decides partnerships and their checklist 26:35- Thoughts on AI and DeFi hacking 29:09- What's next for OnRe

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"Reinsurance reserves protect capital and the DeFi tranches let users choose their own risk" Ayyan, CGO at OnRe on how insurance reserves differ from DeFi tranches, and why OnRe lets the ecosystem build structured products "We reserve a portion of the premiums from every deal so that during periods of high volatility, those reserves can be used to help cover claims. That protects users instead of exposing them to full risk transfer losses" "In DeFi, you talk about senior and junior tranches. OnRe could launch its own, but I believe it's better to focus on one product and let DeFi permissionlessly introduce the offerings people actually want" "That's the beauty of combining real-world premiums, real cash flows, and allowing DeFi to productize those offerings"

QME

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Touch Grass Podcast@touchgrass_pod·5d

FT @Ayyanrahman

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Touch Grass Podcast@touchgrass_pod·5d

"Reinsurance reserves protect capital and the DeFi tranches let users choose their own risk" Ayyan, CGO at OnRe on how insurance reserves differ from DeFi tranches, and why OnRe lets the ecosystem build structured products "We reserve a portion of the premiums from every deal so that during periods of high volatility, those reserves can be used to help cover claims. That protects users instead of exposing them to full risk transfer losses" "In DeFi, you talk about senior and junior tranches. OnRe could launch its own, but I believe it's better to focus on one product and let DeFi permissionlessly introduce the offerings people actually want" "That's the beauty of combining real-world premiums, real cash flows, and allowing DeFi to productize those offerings"

New Episode with @Ayyanrahman We discuss: - OnRe's recent TVL growth - State of Solana DeFi - Scaling sustainable stablecoin yields 1:48- Introduction to OnRe and reinsurance markets 3:17- What is a tranche? 5:47- OnRe's capital deployment structure and strategy 6:53- What is a trustee account and how does OnRe operate with them 8:29- Getting into deals and their time frame for these deals 10:55- Premiums for each contract and how they are layered and priced 13:40- How AI is impacting reinsurance? 14:48- The journey to 200 million and some inflection points 18:22- What's the advantage of being on Solana? 20: 53- Is excess capital a problem for OnRe to deploy? 23:20- How OnRe decides partnerships and their checklist 26:35- Thoughts on AI and DeFi hacking 29:09- What's next for OnRe

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