Love my family and faith, love to camp, love to travel, love my dogs!
Joined January 2013
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Emperor Lightyear retweeted
In a brutal tape where every buy turns into a loss very quickly, here is a distraction with my latest chat with @natbrunell . Because of her curious reporter approach we always end up in conversations I seldom explore publicly. Another great time with Natalie. One of a kind.
Is the S&P 500’s run over? Seems like a good day to share my latest conversation with @jvisserlabs.
He thinks the index’s best days are behind it, and he’s convinced the next big wealth boom won’t come out of Wall Street.
We get into AI replacing jobs, the growing wealth divide, Bitcoin, and why he thinks the next 5 years will change everything.
What do you think of his thesis?
TIMESTAMPS:
00:00 Trailer
1:01 Why Wall Street's doomsayers keep getting it wrong
5:00 Is the S&P 500's best era behind us?
10:51 How tokenization could change what people can invest in
16:39 Why Microsoft's workforce plans could be a warning for American workers
23:05 Could AI actually lead to lower taxes for workers?
28:38 Is the easy money in AI stocks already gone?
30:50 How Jordi runs his business with AI employees
36:28 Why the next wave of wealth could bypass Wall Street
45:37 Why banning AI in schools could backfire
51:35 Jordi's healthcare prediction and Bitcoin's quantum threat
Emperor Lightyear retweeted
Matt Cole challenges the assumption that Digital Credit's success means LOWER yields...
"I think the opposite's gonna happen, that yields are gonna move higher" - @ColeMacro
Emperor Lightyear retweeted
Grant Cardone offered Jason Calacanis a $1 million bet that Bitcoin hits a new all-time high by 2028. He's still waiting on an answer...
@GrantCardone joins @IIICapital on The Income Show to break down his real estate and $BTC playbook, how $STRC changed his deals, and why he thinks REITs are broken.
Timestamps:
0:00 - Intro
1:04 - The $1M Bitcoin Bet
5:13 - Why Bitcoin Hits a New High
8:20 - Real Estate and Bitcoin on Sale
11:10 - From One House to 16,000 Apartments
14:31 - Why the Rich Don't Diversify
20:02 - What Michael Saylor Told Him
25:41 - What $500K Bitcoin Would Mean
30:29 - How STRC Changed His Deals
35:35 - Bitcoin's Marketing Problem
45:01 - Why REITs Are Broken
51:44 - The 10,000 Bitcoin Goal
53:34 - AI and Bitcoin
Emperor Lightyear retweeted
Up, Down, Left, Right.
Dividend paid in the noise.
106 in a row.
Emperor Lightyear retweeted
$STRC is only down 0.4% in the midst of all the chaos.
This is what a safe haven asset looks like.
Emperor Lightyear retweeted
DIVIDEND SEASON FOR $SATS BEGINS TODAY
- Investors who own $SATS by market close today receive *ALL* accrued dividends since its IPO
- Daily dividends begin every business day thereafter
- $SATS pays a perpetual fixed-rate effective yield north of 15% when purchased under $100
Emperor Lightyear retweeted
Ripping episodes from across the Atlantic.
Great chat tonight with @_Adrian @AdamBLiv & @nithusezni
STRC back at Par, Digital Credit is on the menu.
Good time to be excited about Bitcoin
Tune in!
True North Ep. 85: Let Us In, Wall Street
Featuring @PunterJeff, @AdamBLiv, @_Adrian and @nithusezni.
Timestamps:
00:00 - True North Loading...
01:30 - Midterms And The Money Printer
10:02 - Balance Sheet Overview
15:32 - The ATM Narrative
28:17 - $BTC And The S&P 500
48:34 - What's The Next Catalyst?
55:30 - Rating Digital Credit $STRC $SATA
01:06:30 - Hard Fork Coins On Balance Sheet
01:16:53 - Final Thoughts
$MSTR $ASST $STRC $SATA $SATS
Emperor Lightyear retweeted
Tl;Dr:
$SATA has performed exceptionally well in a rising yield environment across the entire world of credit
SATA grew from $200M to over $1.4B in notional outstanding in under a year. Since IPO, its yield closed with a 13% handle or lower on 97.2% of trading days. That remains true today with an effective yield of 13.31%.
Over the same period, the 10-year Treasury yield rose 82 bps. Single-B yields rose 149 bps and CCC yields rose 525 bps.
We judge our Digital Credit products by both the demand they attracted and what their yields are doing relative to that of traditional bond market yields.
We believe the yields investors can earn outside of Digital Credit is critical when assessing the most accretive way to support our products, with the goal of maximally & responsibly amplifying Bitcoin exposure for our common equity investors over the long run.
Emperor Lightyear retweeted
Long term it looks like strategy will market-make strc
This is 100% the plan for $STRC.
Not if. Not maybe. Not hypothetical.
@hillery_dan @MasonFoard @Strategy
Emperor Lightyear retweeted
$STRC is back at par.
Strategy doomers should either…
A) admit they were wrong
Or…
B) remove themselves from the internet.
It’s fine to be wrong. It’s not fine to stoke fear and doom and then pretend it never happened.
Emperor Lightyear retweeted
What a horrible investment this has been for me. Reinvesting the dividends daily, brings yield up
To 12.75% while the daily payouts should reduce “shorts” ability to smash the stock.
Emperor Lightyear retweeted
Daily divs and back to $100
$STRC
Every few months we get a $STRC pullback coinciding with Bitcoin weakness that resolves back to par once the market stabilizes. Higher lows continuously
All of this happening in what is now the new bear market for Bitcoin
This will all be forgotten in a month or two as we progress into the next regime of semi monthly divs and summer comes to an end and we look towards fall
Patience
Emperor Lightyear retweeted
We made it back to par.
Pretty exciting day. a lot of amplification was sacrificed in the form of buybacks, but I think long term this is extremely health for the instrument.
The precident is now that if STRC trades off, Strategy will do everything in their power to bring it back to par.
Makes me a lot more comfortable with the instrument.
The clouds are parting.
Emperor Lightyear retweeted
SATA grew from $200M to over $1.4B in notional outstanding in under a year. Since IPO, its yield closed with a 13% handle or lower on 97.2% of trading days. That remains true today with an effective yield of 13.31%.
Over the same period, the 10-year Treasury yield rose 82 bps. Single-B yields rose 149 bps and CCC yields rose 525 bps.
We judge our Digital Credit products by both the demand they attracted and what their yields are doing relative to that of traditional bond market yields.
We believe the yields investors can earn outside of Digital Credit is critical when assessing the most accretive way to support our products, with the goal of maximally & responsibly amplifying Bitcoin exposure for our common equity investors over the long run.
Emperor Lightyear retweeted
I had it on good authority that STRC would never get to $100 again.
Please advise.
Emperor Lightyear retweeted
DDC announces DDC SAVOR 13.5% Perpetual Preferred Series A.
• 13.5% stated annual dividend rate
• Daily accrual on every calendar day
• Up to $4 per share in conditional Bitcoin-linked Bonus Dividends
• $25 face value
Expected to trade on NYSE American under ticker SVOR.
globenewswire.com/news-relea…
