Mr. Curious @CompoundingEV
Signal. No noise. Joined September 2024-
Tweets114
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Followers44
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Following331
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Likes735
These guys are never selling and I'm here for it. 🍿🍿
$ETH seems to be really running out of pivots right now.
$ETH seems to be really running out of pivots right now.
Sure, what could go wrong.
Mr. Curious retweeted
Communist reaction. Bring back free trade and freedom of choice. Fuck all these statist clowns
Communist reaction. Bring back free trade and freedom of choice. Fuck all these statist clowns
This guy has never read Rothbard.
Mr. Curious retweeted
Ross is free. Bitcoin is over $100k. Ethereum is falling apart. I USED TO PRAY FOR TIMES LIKE THIS
Mr. Curious retweeted
FREEDOM!!!!
Google makes you search through the search results. Only to having to search again on the actual web page while wading through a bunch of ads and irrelevant shit. It's a horrible experience compared to LLMs.
Google makes you search through the search results. Only to having to search again on the actual web page while wading through a bunch of ads and irrelevant shit. It's a horrible experience compared to LLMs.
$MSTR Issuing bondlike instruments to buy Bitcoin is a great product, capturing regulatory arbitrage of all sorts. But why is an ATM issuance better for me as a shareholder than selling MSTR, capture the NAV premium and buy BTC myself? @PunterJeff
Did anybody work out the unit economics for these convertible bond deals? $3B * 150% = $4.5B cost of equity vs $3B * ~30% CAGR BTC for x years. Is this the right way to think about this?
$MSTR @PrestonPysh @saylor Why always 0% converts? Seems like there is enough demand to issue negative interest and get paid on these?
The ones in the bottom left are the real ones.
Always use a 10 year timeframe. Volatility magically disappears. Volatility is only a problem for people focused on the short term.
Always use a 10 year timeframe. Volatility magically disappears. Volatility is only a problem for people focused on the short term.
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