Post #929
173
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Post #928
156
Post #927
135
Post #926
126
Когда долбоеб директор это диагноз
Post #925
134
Forwarded from Crypto Narratives
The reason STRC is arguably a flawed instrument is also the reason it was able to attract $7bn in 3 months
By having a pref that is supposed to trade at $100 and with a "variable" but extremely slow adjusting yield (set by Saylor and not directly by the market forces), Strategy has been able to gather a ton of volume and demand to an instrument that didn't have a clear equilibrium level at $100, but was 'forced' there
The other prefs are much better designed assets because the market sets their yield instantly by repricing them. Saylor was able to get $7bn of 'inorganic' inflows in STRC that he wouldn't have gotten in STRF for example, because the price of STRF would have automatically gotten pushed down way more than STRC and its artificial peg at $100
Now the market has to absorb all of this 'excessive leverage' that has been taken by Strategy, one way or another. It's interesting to notice how incredibly ruthless the market is, Saylor took two stupid decisions in a row (buying $2bn of BTC at the highs with the STRC money and then retiring the converts with the USD reserve), and the reaction has been immediate: $MSTR has dumped -55% in what's been just a bit more than a month.
By having a pref that is supposed to trade at $100 and with a "variable" but extremely slow adjusting yield (set by Saylor and not directly by the market forces), Strategy has been able to gather a ton of volume and demand to an instrument that didn't have a clear equilibrium level at $100, but was 'forced' there
The other prefs are much better designed assets because the market sets their yield instantly by repricing them. Saylor was able to get $7bn of 'inorganic' inflows in STRC that he wouldn't have gotten in STRF for example, because the price of STRF would have automatically gotten pushed down way more than STRC and its artificial peg at $100
Now the market has to absorb all of this 'excessive leverage' that has been taken by Strategy, one way or another. It's interesting to notice how incredibly ruthless the market is, Saylor took two stupid decisions in a row (buying $2bn of BTC at the highs with the STRC money and then retiring the converts with the USD reserve), and the reaction has been immediate: $MSTR has dumped -55% in what's been just a bit more than a month.
Post #924
119
Forwarded from Frens Market Feeds
Spot Bitcoin ETFs See $696M Net Outflow on June 25, Extending Outflow Streak to Six Days
On June 25 (ET), spot Bitcoin ETFs recorded a total net outflow of $696 million, marking six consecutive days of net outflows. Spot Ethereum ETFs recorded a total net outflow of $81.8651 million, also marking six consecutive days of net outflows. — link
On June 25 (ET), spot Bitcoin ETFs recorded a total net outflow of $696 million, marking six consecutive days of net outflows. Spot Ethereum ETFs recorded a total net outflow of $81.8651 million, also marking six consecutive days of net outflows. — link
Post #923
149
Post #922
172
Ночью будет
Post #921
170
Цель близко 67500
Post #920
179
без натягивания совы на глобус.
Post #919
174
Сейчас посмотрю, что реально фиксировалось по проекту за эту неделю: git-коммиты, документы, marketing/wedding материалы и свежие отчётные файлы. Потом соберу честную картину: что можно включить в weekly report, какие часы выглядят нормально, и что ещё можно быстро доделать без натягивания совы на глобус.
Post #918
206
И забуду что биток в минусах
- 🥰 4
- 💯 2
Post #917
196
Оденусь красиво
Post #916
195
Сегодня пойду пить винишко
Post #913
202
Моя первая выставка по организации
- 🔥 2
Post #912
184
Forwarded from Crypto Narratives
Basically sold $200M worth of MSTR shares, and then used $100M to buy BTC and $100M to top up the USD reserve
Almost as if they hadn't done anything tbh
Almost as if they hadn't done anything tbh
Post #911
202
верил блядь
Post #910
204
пол года не торговал - сидел
Post #909
223
теперь в этом чате будет чаще
ордера по имбалансам расставлены
играться буду 25 процентами депозита
не знаю спасет ли меня это - но нужно
ордера по имбалансам расставлены
играться буду 25 процентами депозита
не знаю спасет ли меня это - но нужно
- ❤ 4
Post #908
209
