Manta

Head of Macro at Long-Term Capital Management

[Manta @MantaRayCapital]

Dunno about yall but I’m pretty uncomfortable

[Michael Saylor @saylor]

You weren’t meant to live an uncomfortable life. $STRC

[Manta @MantaRayCapital]

This played out to perfection but somehow you still allocated most of your bag to the midcurve

@TaikiMaeda2 what gives

[Manta @MantaRayCapital]

@burstingbagel A rare bad take from Zach too imho

[Manta @MantaRayCapital]

Stretch your income bro infinite sharpe ratio bro Saylor is a visionary you just don’t get it

[Manta @MantaRayCapital]

@crypto_condom To be fair crypto investors do have a few more years of experience than tradfi with bullsht headlines

[Manta @MantaRayCapital]

US Iran deal reached, needs Trump approval, stocks are ripping, rates are ripping

“Quick, let’s sell all our crypto down 3% on the day!!”

Clown asset class

[Manta @MantaRayCapital]

Good morning to all the liquid funds hiding in the very consensus trade

[Manta @MantaRayCapital]

When you tell your intern the TAM doesn’t look worthy of a trillion dollar company

“Enterprise Applications”

[Manta @MantaRayCapital]

@aaronjmars It’s for services, dude, it says it right there

[Manta @MantaRayCapital]

@mk4_lul This PnL chart is the EXACT moment when you are absolutely supposed to get up, count your chips, and leave

[Manta @MantaRayCapital]

@saylor @Strategy So much sharpe

[Manta @MantaRayCapital]

@ether_fi This will age well

[Manta @MantaRayCapital]

@notthreadguy Lol, lmao even

[Manta @MantaRayCapital]

The state of DeFi in 2026 is it’s one big CTF game for Lazarus group recruits, and you’re funding it

Future of finance

[Manta @MantaRayCapital]

@0xCheeezzyyyy Let’s please refrain from calling tokenized STRC’s ATM-funded and points-enhanced yield “RWA-Fi”

There is nothing real-world about it

[Manta @MantaRayCapital]

@Taran 10, and these idiots sold some

[Manta @MantaRayCapital]

Words I’ve been waiting to hear all year

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

Looping @saturn_credit sUSDat / AUSD on Ethereum on @Morpho ~6x would mean earning a net 41.4% APY.

Based on sUSDat earning 10.4% APY, and borrowing AUSD at 4.2%.

Pay attention when PT-sUSDat markets launch on Morpho. Even higher yield might be possible.

NFA, DYOR.

[Manta @MantaRayCapital]

@dampedspring The company should be selling at the “dirty” price, ie from 99.05 on ex-div, rising every day in the middle of the ex-div dates, approaching 100, not exactly at 100 at all times

That’ll smooth out flows and prevent the asymmetric dynamics around ex-div date

[Manta @MantaRayCapital]

@AustinBarack

[Manta @MantaRayCapital]

Looool “Record day dynamics are interesting”

Brother what do you mean “interesting”, I thought you knew how this shit works, you’re the CEO

[Phong Le @phongle]

STRC liquidity is roughly doubling every month. Record date dynamics are interesting.