Ainars Tambaks

[Ainars Tambaks @ATambaks]

@PunterJeff Higher☝️

[Ainars Tambaks @ATambaks]

@BTCtreasuries FYI, on your website - your calibration for the last weeks SATA performance has a mistake. They issued 803099 SATA shares, which would result in 80m in revenue. Your SATA calibration shows 64.5m

[Ainars Tambaks @ATambaks]

@PunterJeff Been following since the quant bros. It is extremely inspiring! And Sata now at 100.01. All models are broken! 😀

[Ainars Tambaks @ATambaks]

@PunterJeff Congratz Jeff!

[Nithu Sezni BIP110 Suit @nithusezni]

Orange Pill Investor ep 621 - All day erryday dividends SATA https://t.co/9Qkz4lNpWZ

[Ainars Tambaks @ATambaks]

@AdamBLiv @Leif_Matttson July!

[Ainars Tambaks @ATambaks]

@PunterJeff Curious to see what the ratio will be on these two days pre ex-div date. It might be above 70%, but if BTC breaks out and there are more STRC buys post ex-div date, we will not be able to back calculate the actual ratio on their next Monday report.

[Ainars Tambaks @ATambaks]

@lumpenspace Check the 2024 nobel laureate lectures in biology around the alpha-fold. That stuff is fanscinating and very promising.

[Ainars Tambaks @ATambaks]

@BitcoinMagazine @grok what does this mean?

[Ainars Tambaks @ATambaks]

@_adrian Hi Adrian,
Quick question, should the calculation of the fully diluted mNAV include the deduction of the ~7bn liabilities. All those extra shares would only be issued if the bonds converted into equity no?

[Ainars Tambaks @ATambaks]

@LizardWizardBTC The 1070 BTC aquisition was done in 2024. You can find this info in the most recent 8k from microstartegy.

[Ainars Tambaks @ATambaks]

@LizardWizardBTC Probably wouldn't impact the conclusions, but dataset would become less noisy if weekends and stock market holidays were excluded. mNav isn't accurate on those since MSTR is static.

[Ainars Tambaks @ATambaks]

@LizardWizardBTC we might see some serious oscilation of the mNav between the blackout periods and periods when ATM is used. The function with the best fit could start to look like a wave.

[Ainars Tambaks @ATambaks]

@werkman The real push starts here!

[Ainars Tambaks @ATambaks]

@saylor Yes

[Ainars Tambaks @ATambaks]

@LizardWizardBTC 😂

[Ainars Tambaks @ATambaks]

@MSTR_Tracker @saylor @shirishjajodia @_ChaitanyaJ The fully diluted share count is here. Thank you!

Here is a chart idea: plot Liabilities/Assets leverage ratio over time. And plot when convertable debt was issued. The converts get issued when L/A drops (BTC rises, or BTC bought through ATM)

[Ainars Tambaks @ATambaks]

@werkman 17969 BTC
420.69 MSTR

[Ainars Tambaks @ATambaks]

@PunterJeff The lasers eyes are the best! 😆