Beginner Capital LLC

-get good at selling -don't turn your current trade into a do-or-die "big one to make it" after being surprised that it's going your way -recognize that there are always opportunities and setups to aid being able to sell and move on and one easy mechanical trick: if you really can't let a coin go because it's "the big one", leave a moon bag. this can throw off your pnl over time, but it's not the worst short term psychological training wheel/safety blanket, especially in contrast to round tripping an entire trade (or worse: ending up underwater). ultimately you'll end up no longer needing to do this.

@HermesLux x.com/beginnercapita…

YM seeking to erode your principle even faster!

Nope MTLPF should buy 1 Billion of STRF at 9 percent yield and use it to create a series of 2 billion 4.5 percent bitcoin-backed bonds. First they sell a 2yr note and that allows them to buy the STRF and 1 billion worth of bitcoin. They could use the remaining 2yr forward start perpetual to create a forward yield curve. 2yr 3yr foward, 5yr 5yr forward, 10yr 10 yr forward. All with the same perpetual, just slicing it up into forward starting annuities, getting chunks of money for each issue, buying bitcoin and later funding it with equity issuance once the trade is well in the money.

@thepowerfulHRV More like $MTPLF! 🤣

Holding $MSTR

@dRiskDave Pre HNW/UHNW

$MTPLF : Metaplanet will mint many HNW and UHNW individuals just like Strategy did. Not if, just when. Patience.

The types of market participants who will never succeed in equities are easy to spot: 1/ No conviction, no research. They don’t truly understand what they’re investing in — chasing quick answers on social media instead of doing the hard work to grasp the fundamentals. 2/ Emotionally driven. When stocks sell off, they become impulsive and erratic, venting frustrations online instead of maintaining discipline. 3/ Prone to panic. A flood of negative commentary on social media makes them believe it’s the end of the world, and they capitulate at the worst possible time. 4/ Thesis amnesia. If a stock fails to rally for a stretch, they immediately jump ship to chase the next ticker — forgetting the original investment logic, or worse, never having one in the first place. 5/ Leverage masquerading as investing. They load up on excessive leverage, convincing themselves they’re investing when in reality they’re just gambling with borrowed capital. In the end, markets reward patience, conviction, and discipline — not noise, emotion, or speculation.

@ZynxBTC H100?

For the people who believe in Bitcoin Treasury Companies, as I do, there are so many amazing opportunities right now. -Strategy is the best opportunity for those with serious capital and want less risk. -Metaplanet is probably the best risk-adjusted opportunity in the world right now. -Smarter Web/Capital B for something even further along the risk curve but potentially extra reward if things work out. All of these companies need to dial up the leverage ratio though!

Winning today doesn’t mean you’re a skilled trader, and losing today doesn’t mean you’re a poor one. Those outcomes are random, but if you fail to follow your rules consistently over the long term, then you are not trading skillfully. What matters more than the result in front of you is developing consistency—profits will follow afterward.

From Saylor’s lips to god’s ears… MetaPlanet will be the number 1 company in Japan. It’ll be bigger than…

“When you truly understand Bitcoin, you’re constantly a buyer. THERE’S NEVER A PRICE THAT’S TOO HIGH.” -Jeff Booth

@HermesLux @Strategy …and the stock will tank. (Even if the company and shareholders will benefit in the long run)

I expect @Strategy to announce the next phase of their Bitcoin business strategy during their earnings call on 10/30.

Also true for long-term investing. The only way out is through! $MTPLF

“In 1993, he launched Interactive Brokers to give ordinary investors the same technological advantages he had built for himself. That business is now worth over $100 billion, and Peterffy owns 70% of it. It operates with higher profit margins than Visa while offering some of the lowest trading costs in the industry.”

@patrick_oshag High integrity: IBKR doesn’t sell client order like Robinhood, Schwab, or other competitors

Benchmark gives bullish outlook on Metaplanet despite stock decline theblock.co/post/372222/be…

🪐

@ZynxBTC Great post. As investors, we hope @Sanderandersenn and the H100 management team learn from the $GME convertible bonds and $MTPLF international offering. Specifically, that similar processes can drive down the stock price. At least in the short term

🚨A deep dive on the Nordics Biggest and Fastest Bitcoin accumulating BTC Treasury Company! ⚔️ Yes, we're talking about Sweden's H100 🇸🇪. They are stacking Bitcoin faster than a Viking raid on a Monastery, only this time they are here to pillage the Nordics fixed income market and not the coast of England. Jokes aside, I've spent some time researching the total addressable fixed income market in Sweden and the rest of the Nordics, to really see what the future could hold for H100. Sweden is a high-income, advanced economy within the OECD and European Union. Its capital, Stockholm, is also the de facto financial capital of the Nordic region. The country has a track record of producing fintech unicorns like Klarna and is home to Global tech giant Spotify. It is important to note that the interoperability of the capital markets between the Nordic nations is significant... -The primary equity markets in Sweden, Denmark, Finland, and Iceland all operate under the Nasdaq Nordic umbrella - headquartered in Stockholm. -The Nordic capital markets are among the most interoperable and integrated regional markets in the world, with common regulatory and governance alignment. -They are closely related through a shared history and their languages are pretty much mutually intelligible... Except Finnish I think lol. So let's look at the size of the fixed income market in each of these nations: Sweden 🇸🇪 = €150–200 billion. Norway 🇳🇴 = €250-300 billion. Finland 🇫🇮 = €100-150 billion. Denmark 🇩🇰 = €100-150 billion. Iceland 🇮🇸 = €25-35 billion. These are conservative and it's hard to find exact numbers online so bear that in mind. In total, this is between €625-835 billion. Now let's talk about Bond Yields. If you've been following me for a while, you will know that this is a key metric I like to look at in order to establish the viability of a company to issue Preferred's to eat up their local fixed income markets. 10 Year Bond Yields: US🇺🇸 = 4.24% UK🇬🇧 = 4.54% JP 🇯🇵 = 1.49% SE 🇸🇪 = 2.38% NO🇳🇴 = 3.84% FI 🇫🇮 = 3.03% DK 🇩🇰 = 2.53% Well, this excites me. 2.38% in the home market of Sweden is incredibly low. The more yield starved a nation is, the better the Preferred's will be for the Bitcoin Treasury Company issuing them. We have just seen Metaplanet announce Preferred's with a dividend yield of <6%. When you compare this to MSTR's minimum of 9%, it makes a huge difference and is why people are so bullish on Metaplanet. Metaplanet are able to offer a lower dividend rate for their Preferred's because of the low yields in Japan. Why does this matter? Lower dividends from the Preferred's = less selling of the common stock to meet these obligations, thus meaning... Higher Torque✅ Less drag ✅ It will become an increasingly important metric over the next few years as these Bitcoin Treasury Companies start to eat their local fixed income markets. Quite simply, there is no one better primed to do this in the Nordics than H100 🇸🇪. They already have big name backers on board like Adam Back and UTXO. Michael Saylor has recognised their stunning performance by mentioning them in Keynote speeches. The CEO @Sanderandersenn is young and hungry. He is always willing to engage and be active in the community which is increasingly becoming very important for the "Retail Flywheel". I love the community H100 are building here on X. In the pipeline they have a US OTC listing which will bring more volume to the stock ✅ Willingness to be innovators and use intelligent leverage through Bitcoin Convertible Bonds ✅ I could go on here, but I recommend to check out their new analytics dashboard which will show you just how aggressive they have been on their short journey to become the Nordics largest and fastest horse. TL:DR, do not fade the Vikings. I'm backing H100 to win in Sweden and the rest of the Nordics ⚔️🚀 @adam3us @Bthemoon2030 @RoaringRagnar @EneaDenkt @btc_overflow @steve_btcfo @RichardByworth @AdamBLiv

MetaPlanet: 1:72 leverage $MTPLF

@cubanseminole1 Maybe that makes a strong case for SWC. Perhaps size your position in proportion to your conviction(?)

@beginnercapital And at this price…no brainer. Serious question - I sometimes worry about the political situation in the UK and all the tensions currently. Does that change your perspective at all ?

Me: Might be a good idea to open a position… 🤔 Also me: No shit!