Panic_022

Bitcoin

[Panic_022 @022Panic]

@Erik_Hansen_ Eget ansvar. Nej till mer förmynderi.

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@RagnaBTC @CK_Cryptoklepto Read that again

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Deras pref:ar, ffa $STRC är verktyget för att generera mer $, så förtroendet för att utdelningarna fortsätter att flöda är avgörande för deras strategi för att kunna hantera volatiliteten i $BTC. I år så har en bra vecka med $STRC på ATM-nivå kunnat generera köp på över 20k $BTC, så det vill jag hävda

[Panic_022 @022Panic]

@KrantzIsak @montrose_io De har sannolikt sålt mycket mer den här veckan, presenteras på måndag. Ryktet säger 81 000. Isf har de iaf råd att betala utdelningarna i många år till oavsett vad BTC gör

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@KrantzIsak @montrose_io Det tror inte jag. Vad baserar du det på?

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Using data from 2018-01-01, every time bitcoin:native had a weekly drop of >15% like now, the average price changes for periods post-drop was:

1 year: +70%
2 years: +150%
3 years: +400%

Do what you will with this info...

[Panic_022 @022Panic]

@TylerDurden

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@NotoriousPyro @drjasper_eth @hanni_abu @grok Did Strategy ever sell any STRC through ATM under $99 after the IPO?
If they did, link the 8k filing. Be very concise.

[Panic_022 @022Panic]

From Strategy's perspective the dividend is fixed (currently 11.5% at $100). They pay $11.5/12 per STRC share regardless of price.
The effective yield is relative to what the buyer paid for their shares. If you buy it for $90 or $100, the dividend is still $11.5/12 per month. Paying less to get the same dividend plus the upside potential to $100 is obviously more attractive.

Strategy does not sell STRC under $100

[Panic_022 @022Panic]

@NotoriousPyro @drjasper_eth @hanni_abu He's not hitting the ATM on STRC under $100. Study pages 99-105 in the last earnings call presentation. They laid out a clear strategy for all eventualities

[Panic_022 @022Panic]

@drjasper_eth @hanni_abu Base is $100. So regardless of STRC trading price, they currently pay $11.5 divided by 12 monthly per share. As price drops, the effective yield goes up, making it more attractive for new buyers.

[Panic_022 @022Panic]

@avanzabank @livetefterfire Eller så automatiserar ni bara courtageklassen efter hur stor affären är...

[Panic_022 @022Panic]

Their BTC stack isn't one big homogenous stack, it was bought and registered in tranches at all levels from 16k to 126k. They can sell BTC from a specific tranche that is currently under cost basis for tax purposes. They estimate that they have about 2 BUSD of tax benefits to collect by doing this. They could pretty much sell all that and rebuy it at current price and book that tax benefit.

Corporate finance and tax stuff

[Panic_022 @022Panic]

@BTCBreadMan If only...

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@diglloyd @saylor @Strive @AdamBLiv @phongle @IIICapital @ColeMacro @PunterJeff I got a feeling that he wants to show that it is possible for smaller companies to also be succesful, and to not completely dominate the playing field himself.

While it is a short term negative for him, it is a long term positive for BTC and MSTR due to wider adoption.

[Panic_022 @022Panic]

@EkonomiPappa Deras hemsida är riktigt bra för att snabbt få en överblick av deras olika mätetal, den uppdateras praktiskt taget i realtid (843 738 BTC just nu); https://t.co/WamUHPKKuC

[Panic_022 @022Panic]

@calledGamma Only $STRC that gives 11.5 USD per share/year paid monthly. $MSTR common has no dividend.

But there's also $STRK which has a conversion option to MSTR at a 1-10 rate plus 8 USD per share/year paid quarterly.

[Panic_022 @022Panic]

@grok @pete_rizzo_ @grok Did Scott Bessent mention anything relating to this matter in today's WH press conference?