Aleksandr Blekh

🔥 Open to new opportunities 🎯 {Solutions, IT, Software} Architect, Software Engineer, AI Engineer, Engineering Manager

[Aleksandr Blekh @ABlekh]

@AdamBLiv What ratios for MTPLF/SWC and MSTR/MTPLF/SWC splits would you consider optimal at the present time?

[Aleksandr Blekh @ABlekh]

@AdamBLiv What ratios for MTPLF/SWC and MSTR/MTPLF/SWC splits would you consider being the optimal at this time?

[Aleksandr Blekh @ABlekh]

@JoshMandell6 I'm curious about what your thoughts about SWC are. Apparently, it *currently* is the fastest horse within the MSTR-MTPLF-SWC universe, based on the BTC yield (BTCY) metric. However, it seems that you value MTPLF's lower risk much more then SWC's higher BTCY.

[Aleksandr Blekh @ABlekh]

@sunxliao What is the time frame implied by these targets?

[Aleksandr Blekh @ABlekh]

@AdamBLiv What prevents some other Japanese companies - Bitcoin-native and/or well-funded traditional ones - from using the same playbook & significantly increase competition in JP domestic market? In that case, 3350's first mover advantage wouldn't be a sustainable one. What's their moat?

[Aleksandr Blekh @ABlekh]

@RoaringRagnar Nice. What's the split ratio between your core bets?

[Aleksandr Blekh @ABlekh]

@nocap445 Thank you for clarifying. That's good to know.

[Aleksandr Blekh @ABlekh]

@mc_khristina What is the drag/loss due to currency conversion? Also, what level of volatility do you expect due to the asset being denominated in JPY instead of USD? Just curious.

[Aleksandr Blekh @ABlekh]

@AnonLaserEyes Your phrase "until we truly break the cycle sometime in 2026" implies that you have some factor(s) in mind that would be responsible for breaking BTC's cycle driven by halving. I'm curious about what you think those factors are and why they'd start impacting specifically in 2026.

[Aleksandr Blekh @ABlekh]

@Agrippa_Inv In your great "$IREN Complete A-Z Investment Case" post, you mentioned relevant risks, including bear market, but have not expanded on it. I wonder about your current thoughts on potential impact of the next bear market on $IREN's price, specifically in H1'26 & H2'26 (or Q1-Q4).

[Aleksandr Blekh @ABlekh]

@jv_finance I see. Thank you for clarifying.

[Aleksandr Blekh @ABlekh]

@onechancefreedm It's my pleasure. 🤝

[Aleksandr Blekh @ABlekh]

@onechancefreedm I see. I agree that it largely depends on highly dynamic factors (actions and reactions) over such short time period. Thus, it is quite difficult, if at all possible, to predict. The same likely applies to VIX as well. I much appreciate your thoughtful posts and prompt response.

[Aleksandr Blekh @ABlekh]

@itsCblast NDX

[Aleksandr Blekh @ABlekh]

@ActuallyClimber I appreciate you sharing your perspective on this. Do you think that the stock will be uplisted soon? Perhaps, if the price stays > $5 for several weeks or months?

[Aleksandr Blekh @ABlekh]

@Agrippa_Inv Excellent analysis, much appreciated!

[Aleksandr Blekh @ABlekh]

@trading_pjv77 Very nice, thanks for sharing! Just curious: did you build this to more accurately (vs. your TradingView indicator) predict upcoming dividends or for some other reasons?