BTC Yield Guy ⚡️
@btcyieldguy
GOAL: Make 1M w/ BTC Treasuries. Started: 03/12/2025. Progress: 105K / 1M. Creatine Gummies Officer @VibeCapitalMgmt.
MSTY holders aren’t swapping their shares for STRC The yields aren’t comparable even though STRC’s NAV stability is attractive But there have been significant outflows from MSTY the past few weeks Where is the money probably going? Probably ULTY Since the prospectus change…
Nothing has made me more bullish on $MTPLF than learning how yield-starved Japanese investors are. If they can spin up preferred shares, these things are gonna PRINT MONEY. Here is some quick (and dirty) math of why this is a 5x better opportunity than doing prefs in the USA.
Another underrated thing about MSTR: First-mover advantage + relentless innovation. Just bc MSTR is the biggest LBE doesn't mean it's stagnating. Sure, BTC Torque isn't spinning as wildly as the little guys. But people forget that they released three Preferred instruments…
Why are we so obnoxiously passionate about Bitcoin? 1. Inflation via money printing kills the middle class and steals from the poor. Widely adopted, sound money, that is free from govt manipulation, has a moral dimension to it that other assets simply don’t have. 2. NGU.…
I’m trying to stay as open minded as possible on this - but can’t help but notice the intense passion of the pro bitcoin folks. It’s a relentless fascination unlike anything I’ve ever seen, and I’m not sure what to make of it or why it’s defended so aggressively.
The great thing about pullbacks? They reveal quality. I’ve been stacking more MTPLF + IBIT calls every week.
And they say Bitcoin mining uses too much electricity
🇺🇸 NUCLEAR ALCHEMY IS HERE - MERCURY IN, GOLD OUT A fusion startup in San Francisco claims it figured out how to pull off real-life alchemy using nuclear science. The process? Blast mercury with high-energy neutrons inside a fusion reactor and wait 64 hours. Boom - gold. They…
It’s gonna be a big Orange Dot Day
JUST IN: @Strategy upsizes its $STRC preferred stock IPO 4x—from $500M to $2B—to accelerate #Bitcoin accumulation.
Treasury Companies Defending Their mNAV ________________________________________ Not a new topic as it’s been discussed in length on spaces but companies better be able to defend their mNAV with prefs in a de-leveraging / inevitable BTCTC sector downturn . Light bulb hit me…
Once again, I am reminding you that my uncanny ability to always choose the slowest line at Costco, is undefeated.
Arbing MSTR Preferreds with Robinhood Margin Robinhood won’t offer STRF, STRK, or STRD bc they don’t list preferred stock. But you can still benefit from RH’s low rates by simply borrowing cash on margin. A simple example: 1. Withdraw $1223.80 for 10 shares of STRF, on…
Haven’t done a portfolio update in awhile. Week 20 💰Account Value: 105,232.47 💰Cost Basis: 65,619.60 💰Total Returns: 39,612.87 (37.64%) 💵Dividends: 7810.14 💵Sell Options: 331.80 💵Buy Options: 11,317.64 💵Realized Profits: 10,195.47 🪙Tax Burden: 3,961.21 Portfolio:…
MTPLF quants > everyone else
To put it simply—this is how it looks☺️ We’ve now come to express Metaplanet’s Fair Stock Price as a function of time t⌛✨ This assumes that both the current BTC holdings and the BTC-per-share growth will continue, so under a 🌱 bullish market scenario, this is the kind of…
Didn’t buy enough BTC / MSTR before the pump? It’s fine bc you can still buy MTPLF mNAV compression before expansion
If you think Bitcoin is expensive at 116K Just wait til it’s 21M per coin
Dear @Apple, All I want is a foldable M5 iPhone that unfolds into iPad mini-ish size with iPadOS26 Mac-like features and extendable external display capabilities. If you do this, all will be forgiven w/ Apple Intelligence and Vision Pro. I might even buy your stock.
One underrated thing about MSTR: How correlated the price moves with Bitcoin. More logic and predictability. International LBEs aren’t there yet.
