Dan Hillery @hillery__dann
B.S Electrical Engineering (Brown University) - MSTR True North - Bitcoin & MSTR Options - 100 Ton USCG Masters Captain achilles-intelligence.com Providence, RI Joined June 2012-
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Winner Take All. @Strategy's Preferred Stock (How it acts as a defense mechanism against predatory shorts) Preferred Put ™ $MSTR 5 year price targets ($5000/share) based on $500k Bitcoin Price @MSTRTrueNorth
Me in the IPO with max Margin. Run it back, $STRF, $STRK.
Me in the IPO with max Margin. Run it back, $STRF, $STRK.
STRF is a 200 dollar unit all day long. The question is on what time frame with what volatility along the way.
I am working on regression of MSTR common Issuance with MSTR/IBIT ratio. Please submit your work and we can compare.
I am working on regression of MSTR common Issuance with MSTR/IBIT ratio. Please submit your work and we can compare.
The reason some of the Mag 7, i.e., Apple, trades at a ridiculous P/E is because they buy back 100B+ of shares every year. Multiples are both valuation & Market dynamics. Same for MSTR, I believe their Preferred treasury options should have a massive multiple, but this must be…
If you want the market to place the appropriate multiple on Strategy’s preferred treasury operations, One must be willing to allow the price of the common security rise to meet the price of the marginal SHAREHOLDER who is willing to sell, not the issuing corporation determining…
Part of my thinking when I started rotating out of treasuries and into BTC calls was the idea that everyone is now spinning the BTC engine to charge their equity. I always like to bet on the thing I know for sure. And that is what BTC is, so direct levered exposure is what I…
Thoughts.
I caught onto this after last week's ATM announcement. Sold the last of my leverage (very little remaining) and covered STRK and MSTR with calls. Will be doing so into the future. Only way to make money is to look where the puck is headed. Also importantly, the BTC yield…
I caught onto this after last week's ATM announcement. Sold the last of my leverage (very little remaining) and covered STRK and MSTR with calls. Will be doing so into the future. Only way to make money is to look where the puck is headed. Also importantly, the BTC yield… https://t.co/aySwmfGYfc
Yes agreed, A P/E on BTC dollar gain (normalized per share) would be the narrative that reprices the MNAV higher. (The reason why Circle is trading at a multiple of Treasury yields when MSTR in reality is more profitable in BTC terms). But the market has to want it.
Yes agreed, A P/E on BTC dollar gain (normalized per share) would be the narrative that reprices the MNAV higher. (The reason why Circle is trading at a multiple of Treasury yields when MSTR in reality is more profitable in BTC terms). But the market has to want it.
Credit Ratings and Terminology Wanted to go through the definition of Cum Notional on Strategy's tracker sheet. Obviously we have Notional Value which is the outstanding face value of the liability. Cum Value represents the amount of Strategy’s capital stack which sits senior…
Bitcoin monster arbitrage, capital acquisition machines, not Bitcoin Treasuries.
MSTR's equity is only valuable because of leverage in the capital stack and since the liabilities are easily met with the amount of collateral and terminal rate of BTC's growth rate. Equity issuance is a function of the equity being valuable and not the other way around.
Yes, this is important and interesting, we will have to see what people perceive the credit worthiness of these perpetuals to be during a falling BTC environment. I am actually very optimistic for both STRC and STRF.
Yes, this is important and interesting, we will have to see what people perceive the credit worthiness of these perpetuals to be during a falling BTC environment. I am actually very optimistic for both STRC and STRF.
Ya, I think over the long term MSTR continues to outperform. Totally agree. But I disagree with the premise of projecting forward historical performance and BTC yield into the future using liquidity & dilution assumptions. It's something that made my uncomfortable with MTPLF,…
Ya, I think over the long term MSTR continues to outperform. Totally agree. But I disagree with the premise of projecting forward historical performance and BTC yield into the future using liquidity & dilution assumptions. It's something that made my uncomfortable with MTPLF,…
I actually think this is good for the common, but not for volatility. It does accrete shareholder value, no doubt, but you have to be able to have no timing risk.
I actually think this is good for the common, but not for volatility. It does accrete shareholder value, no doubt, but you have to be able to have no timing risk.
Hello, Mr. Saylor, I'll take the ATM at 6.5 MSTR/IBIT, thank you.
OPTIMAL INCOME - STRK & MSTR CORRELATION Section 1 - Motivation: This one's been on my mind, and continues to be. I know people really, really want income, myself included. The key here is sustainable, non-decaying income. If you are receiving 100k/month, but your principle…
I still like ibit calls. Moved the last of my MSTR leverage over to ibit calls today. Have been doing so for a month at this point. Prefs spot and ibit calls are what I like these days. Prefs are taking much longer than I expected to catch on. May take years, But the…
clarification, MSTR spot still largest concentrated holding. MSTR calls are not as attractive to me anymore.
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