HyperliquidThey sound smart, but you couldn't get that much wrong if you tried
They sound smart, but you couldn't get that much wrong if you tried
RPM参与话题 2消息总数 49
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共 49 条，显示第 1-49 条I remember when these guys used to talk about eth flipping btc and how great the switch to pos was
I remember when these guys used to talk about eth flipping btc and how great the switch to pos was
Grown men running around a field chasing a ball and pretending to be hurt promoting polymarket and kalshi
Grown men running around a field chasing a ball and pretending to be hurt promoting polymarket and kalshi
Not too sure about rates but looking for HY spreads to widen from here
Not too sure about rates but looking for HY spreads to widen from here
1000 net worther <:kekW:1045034425798381598>
1000 net worther <:kekW:1045034425798381598>
Why don't you disclose your position and time horizon and we can check each other later?
Why don't you disclose your position and time horizon and we can check each other later?
Yes I'm the guy buying at 58k
Yes I'm the guy buying at 58k
Good morning
Good morning
Last bottom was market by the same commentary on MSTR/Saylor. Eventually the same thing will happen. Accretive means increase in the context I used it
Last bottom was market by the same commentary on MSTR/Saylor. Eventually the same thing will happen. Accretive means increase in the context I used it
But they don't need to, he just proved the market that MSTR can hit the ATM at the worst week in it's history
But they don't need to, he just proved the market that MSTR can hit the ATM at the worst week in it's history
It also means selling bitcoin is accretive to bitcoin per share
It also means selling bitcoin is accretive to bitcoin per share
Oh yeah they signed remotely I forgot
Oh yeah they signed remotely I forgot
Announcement vs signing. Do you have a source to confirm?
Announcement vs signing. Do you have a source to confirm?
no thought it was today, do you have a source
no thought it was today, do you have a source
I can't send the link but search for hormuz straight monitor, they're watching in realtime
I can't send the link but search for hormuz straight monitor, they're watching in realtime
Signing today, straight opens, shooting stops, ~60day clock to reach final agreement
Signing today, straight opens, shooting stops, ~60day clock to reach final agreement
I'll trust oil at 75 more than this lol
I'll trust oil at 75 more than this lol
Saylor hitting that common ATM hard
Saylor hitting that common ATM hard
Exactly, yes. If you're willing to buy at the strike and don't mind being patient it can work out really well. The main idea is 300Iv for a ~3tn company is nuts
Exactly, yes. If you're willing to buy at the strike and don't mind being patient it can work out really well. The main idea is 300Iv for a ~3tn company is nuts
Sell naked OTM puts and collect the premium upfront. If the puts get assigned then you own spcx at that strike price (plus you keep the premium). If it doesn't trade below strike then you just keep the premium and then sell another put if you want
Sell naked OTM puts and collect the premium upfront. If the puts get assigned then you own spcx at that strike price (plus you keep the premium). If it doesn't trade below strike then you just keep the premium and then sell another put if you want
I'm thinking about selling puts to buy spcx now with that IV
I'm thinking about selling puts to buy spcx now with that IV
300% IV insane
300% IV insane
Yeah I appreciate that you disagree with me but we could have a civil convo. Most of the time it goes off the rails quick
Yeah I appreciate that you disagree with me but we could have a civil convo. Most of the time it goes off the rails quick
Elon around $1.8tn now. The first trillion is always the hardest I say
Elon around $1.8tn now. The first trillion is always the hardest I say
I hopped off on the aftermarket surge yesterday just below 200. At first I was happy now I'm regretting it lol
I hopped off on the aftermarket surge yesterday just below 200. At first I was happy now I'm regretting it lol
MSTR securitizes bitcoin return, only the most convicted maxis are going to buy the equity slice
MSTR securitizes bitcoin return, only the most convicted maxis are going to buy the equity slice
That's the exact risk that MSTR investors not only want to undertake - but they want to AMPLIFY that risk
That's the exact risk that MSTR investors not only want to undertake - but they want to AMPLIFY that risk
Bitcoin is commodity that generates zero profit but is fixed supply, decentralized and uncensorable. MSTR is a business that takes all sorts of risks and tries to generate bitcoin yields. It doesn't have any good properties of bitcoin other than number go up. In my mind equity and commodities are completely different asset classes. Same as how guns and ammo are not a substitute for cash or gold
Bitcoin is commodity that generates zero profit but is fixed supply, decentralized and uncensorable. MSTR is a business that takes all sorts of risks and tries to generate bitcoin yields. It doesn't have any good properties of bitcoin other than number go up. In my mind equity and commodities are completely different asset classes. Same as how guns and ammo are not a substitute for cash or gold
The benefit of MSTR leverage vs traditional forms is the long duration and protection against liquidation that individuals can't typically access. The STRC buyer and the MSTR buyer are completely different animals
The benefit of MSTR leverage vs traditional forms is the long duration and protection against liquidation that individuals can't typically access. The STRC buyer and the MSTR buyer are completely different animals
The dividend (for STRC the largest pref) is variable rate, that's another lever they can pull if things get extreme. Think about it this way, they generate value by monetizing the depreciation of fiat relative to bitcoin. If that thesis fails, the entire cap structure is busted
The dividend (for STRC the largest pref) is variable rate, that's another lever they can pull if things get extreme. Think about it this way, they generate value by monetizing the depreciation of fiat relative to bitcoin. If that thesis fails, the entire cap structure is busted
Under what scenario do you think MSTR would have to sell anything meaningful?
Under what scenario do you think MSTR would have to sell anything meaningful?
They have a very well defined schedule of interest and div payments and the market impact of selling a few hundred bitcoin would be almost zero. Nobody is going to sell 800k+ bitcoin in one trade buddy
They have a very well defined schedule of interest and div payments and the market impact of selling a few hundred bitcoin would be almost zero. Nobody is going to sell 800k+ bitcoin in one trade buddy
It's a liquid market, I wouldn't be able to tell you but if you're interested you can look at their weekly buys compared to the VWAP or something to model their slippage. It's not bad, and their buys relative to market volume is tiny
It's a liquid market, I wouldn't be able to tell you but if you're interested you can look at their weekly buys compared to the VWAP or something to model their slippage. It's not bad, and their buys relative to market volume is tiny
Yes but they've been accretive wrt bitcoin for years. Just because they lose a few sats per share at the trough of the market (because they're increasing their cash reserves to calm the market). It's not a ponzi, they have 56bn bitcoin and 1.2bn cash vs 7bn debt and 15bn in prefs that never come due - they can just sell bitcoin if they decide. But why sell bitcoin when you can ATM common stock at a premium to NAV?
Yes but they've been accretive wrt bitcoin for years. Just because they lose a few sats per share at the trough of the market (because they're increasing their cash reserves to calm the market). It's not a ponzi, they have 56bn bitcoin and 1.2bn cash vs 7bn debt and 15bn in prefs that never come due - they can just sell bitcoin if they decide. But why sell bitcoin when you can ATM common stock at a premium to NAV?
That first trillion is always the hardest
That first trillion is always the hardest
Elon now closer to $2tn than to $1tn
Elon now closer to $2tn than to $1tn
Hopefully you're the second trillionaire
Hopefully you're the second trillionaire
So happy for Elon, if anyone is going to be a trillionaire it should be him
So happy for Elon, if anyone is going to be a trillionaire it should be him
That makes sense, thank you
That makes sense, thank you
Even if I grant you that, I find it hard to believe not one trader hit the bid for 45min
Even if I grant you that, I find it hard to believe not one trader hit the bid for 45min
45 minutes trading at 78.67 on WTI for example
45 minutes trading at 78.67 on WTI for example
If you look at the WTI or Brent chart yesterday at approx 16:15-17:00 (GMT-5) you can see there was volume but the price didn't change in ~45min which is obviously strange
If you look at the WTI or Brent chart yesterday at approx 16:15-17:00 (GMT-5) you can see there was volume but the price didn't change in ~45min which is obviously strange
Did anyone figure out what happened to the HL oil contracts yesterday? There was like a 1hr period after the announcement where they were trading at the exact same price for long time
Did anyone figure out what happened to the HL oil contracts yesterday? There was like a 1hr period after the announcement where they were trading at the exact same price for long time
They're going to increase STRC dividend, it should reach par next div cycle
They're going to increase STRC dividend, it should reach par next div cycle
Let's hope the peace deal lasts
Let's hope the peace deal lasts
They might have TDS, they might be short the market, or perhaps even both...
They might have TDS, they might be short the market, or perhaps even both...
Agreed, enough talking lets nuke our way back to 125k
Agreed, enough talking lets nuke our way back to 125k
Seemed like everyone was buying at the 98.67 ask
Seemed like everyone was buying at the 98.67 ask
What happened to the oil futures on HL about an hour ago, they were trading at the same price for a long time there
What happened to the oil futures on HL about an hour ago, they were trading at the same price for a long time there