Jon Black

793 posts

Jon Black

Jon Black

@triquodd

Katılım Aralık 2010
131 Takip Edilen92 Takipçiler
Dr. Julian Hosp
Dr. Julian Hosp@julianhosp·
Die Wahrheit hinter Bitcoin 76k📉 (Siehe Grafik) Käufer: Genau EINER. Saylor stützt den Preis mit $1,6 Mrd. (auf Pump) . Verkäufer/Abgänge: Dalio, Druckenmiller, Chamath. Das Smart Money geht. Wenn Saylors Geld endet, crasht der Markt. Bist du vorbereitet? 👇
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Jon Black
Jon Black@triquodd·
@SEALSQcorp What garbage. The only thing you produce are press releases.
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Jon Black
Jon Black@triquodd·
@HenMazzig *Sweden Graciously Offers Greta Thunberg in a Rowboat to Test for Mines in the Hormuz*
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Hen Mazzig
Hen Mazzig@HenMazzig·
It’s getting hard to keep your virtue when everything you claimed to stand for is turning out to be a lie.
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Jon Black
Jon Black@triquodd·
@GadSaad *Sweden Graciously Offers Greta Thunberg in a Rowboat to Test for Mines in the Hormuz*
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Gad Saad
Gad Saad@GadSaad·
All Jews Are Collectively Guilty - No Muslim Is Ever Guilty
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Jon Black
Jon Black@triquodd·
@AdamBLiv Remember ASST is still 20% short. Maybe the GME kids come out to play
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Adam Livingston
Adam Livingston@AdamBLiv·
Is Bitcoin actually going a have a green month?! I forgot what this feels like. LOL
Adam Livingston tweet media
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Adam Livingston
Adam Livingston@AdamBLiv·
AND THEN WAIT UNTIL SATA AND MARS FROM METAPLANET GET THE DIGITAL CREDIT BID THE TOTAL ADDRESSABLE MARKET IS HUNDREDS OF TRILLIONS OF DOLLARS YOU CAN'T EVEN CONCEPTUALIZE THE AMOUNT OF CAPITAL FLOWING TO BITCOIN YOU ARE NOT BULLISH ENOUGH
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Adam Livingston
Adam Livingston@AdamBLiv·
🔥THIS IS INSANE: STRATEGY RAISES $1 BILLION IN A SINGLE DAY WITH STRC/MSTR?!?🔥 Right now we are looking at an estimated 4,322 Bitcoin acquired today and that is IF they captured only 42% of the volume over $100. That is over $303.2 MILLION DOLLARS from STRC in ONE TRADING SESSION. Now, with raising this kind of money, Strategy can do one of two things. Hit the MSTR as well to keep Bitcoin amplification depressed and buy more Bitcoin... OR they can lay off the ATM and increase the Bitcoin amplification behind your MSTR shares. Using last week's MSTR/STRC issuance ratio, if they did the same today, that is $727.86 MILLION RAISED from MSTR in ONE TRADING SESSION. $303.2 M + $726.86 M = $1.03 BILLION IN ONE DAY. BILLION WITH A B. THIS IS THE BIGGEST STORY IN FINANCE AND THE WORLD IS STILL ASLEEP. IT WOULD BE A SHAME IF EVERYBODY FOUND OUT ABOUT THIS AND HOW YOU CAN MAKE 11.5% RETURNS WITH CLOSE TO ZERO VOLATILITY. THIS IS THE ULTIMATE BITCOIN SINGULARITY:
Adam Livingston tweet media
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Jon Black
Jon Black@triquodd·
@AdamBLiv Remember ASST is 20% short. This could be fun
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CB
CB@DisgruntledSpud·
@AdamBLiv Strc only available to US clients? It doesn't seem to be an option for europeans
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Dan Hillery
Dan Hillery@hillery_dan·
I still think if you are an institution, STRD is the best hold here.
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Jon Black
Jon Black@triquodd·
@Strategy @Strive A levered DAT buying the Preferred of another levered DAT , and they classify it as a cash equivalent on the balance sheet, used to pay the dividends on their own Preferred? My eyebrows are now raised. Talk me through this
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Jon Black
Jon Black@triquodd·
@dotkrueger @BritishHodl A levered DAT buying the Preferred of another levered DAT , and they classify it as a cash equivalent on the balance sheet, used to pay the dividends on their own Preferred? My eyebrows are now raised. Talk me through this
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Fred Krueger
Fred Krueger@dotkrueger·
@BritishHodl it makes zero sense. They are issuing their own debt at 12.5% and turning it around and investing in Saylor's at 11.5%, locking in a 1% loss.
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Jon Black
Jon Black@triquodd·
@PunterJeff Nobody should ever post they "upgraded" by B.Riley. Not exactly a reputable firm. I'd take that down.
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Jeff Walton
Jeff Walton@PunterJeff·
B. Riley analyst initiated research coverage with buy ratings for $MSTR & $ASST The report showcases the importance of Digital Credit. "Preferred securities have become, in our view, the most compelling capital-raising tool in the current environment" See below:
Jeff Walton tweet media
Matt Cole@ColeMacro

B. Riley analyst Fedor Shabalin initiated research coverage tonight with buy ratings for $MSTR & $ASST with a well written report showcasing the importance of Digital Credit. See snippet below:

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Jon Black
Jon Black@triquodd·
@AdamBLiv SATA bought STRC. Getting incestous? Vendor financing similarities? Any comments?
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Adam Livingston
Adam Livingston@AdamBLiv·
The demand for STRC is stealing the show but what is more impressive is the demand for MSTR. You just know they're selling shares hand over fist and it is staying right at 1.2 mNAV. 30,000-40,000 Bitcoin purchase for Strategy IMMINENT.
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ARK Invest
ARK Invest@ARKInvest·
Private credit promised 10–12% bond-like yields. Now, redemption limits and bankruptcies are shaking confidence. @CathieDWood explains the risks emerging in the $1.8T market in a new "In The Know."
ARK Invest tweet media
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Jon Black
Jon Black@triquodd·
@PlanetOfMemes Forgot "shirtless men, painted blue, at Buffalo Bills games in December".
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Planet Of Memes
Planet Of Memes@PlanetOfMemes·
So many variables to account for.
Planet Of Memes tweet media
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Jon Black
Jon Black@triquodd·
@EricBalchunas STRC is the superior asset. Trades at par all week, over 1M shares volume per day, yielding 11.5%, tax deferred. Monthly payouts. Trying to think what's better...
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Eric Balchunas
Eric Balchunas@EricBalchunas·
Genuine Q for private credit invs out there: what are you getting for your portfolio with PC that you can't get with an IG or HY ETF that is so worthwhile that you'd risk having your money frozen up or some of the holdings being marked to zero (which also recently happened)?
Bloomberg@business

BlackRock curbed withdrawals from one of its biggest private credit funds after client requests for redemptions spiked, the latest sign of retail anxiety about the $1.8 trillion private credit industry bloomberg.com/news/articles/…

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