Calculated Copywriting

#Bitcoin

[Calculated Copywriting @calculatedcopy]

@JSeyff Holding up fairly well all things considered.

#Bitcoin spot ETFs have done $5.4B in net outflows over the past 19 trading days.

For comparison, when the $60k bottom occurred on February 6th spot ETFs were in the middle of a 25 trading day window which saw $4.4B in net outflows.

[Calculated Copywriting @calculatedcopy]

@HODL15Capital I mean technically the #Bitcoin bottom was in at $60k back on February 6th but yeah.

Wild that everyone got the opportunity to load up within 2% of the actual bottom 4 months later & 4 year cycle bears missed the opportunity because they’re set on buying in Q4 2026.

[Calculated Copywriting @calculatedcopy]

@BitMEXResearch @deathcab $STRC will be fine. If they don’t reclaim the $100 target peg price this month they’ll just increase the yield to attract more buyers for next month. Rinse & repeat until they find a proper yield for their offering.

Tough part is $SATA exists as an objectively superior product.

[Calculated Copywriting @calculatedcopy]

@APompliano Holding up fairly well all things considered.

#Bitcoin spot ETFs have done $5B in net outflows over the past 18 trading days.

For comparison, when the $60k bottom occurred on February 6th spot ETFs were in the middle of a 25 trading day window which saw $4.4B in net outflows.

[Calculated Copywriting @calculatedcopy]

@bccponzi @BitMEXResearch It’s just finding proper product market fit. 11.5% yield paid monthly was fine when there was no alternative in the digital credit market maintaining comparable minimal volatility.

Now $STRC is about to be competing with 13% yield paid daily (stripping volatility) via $SATA.

[Calculated Copywriting @calculatedcopy]

@PunterJeff $MSTR will someday be the most valuable company on the planet.

$ASST is never going to surpass their #Bitcoin holdings but $SATA is going to end up attracting more capital each month than $STRC once the switch to daily dividends occurs.

On June 16th the world changes forever.

[Calculated Copywriting @calculatedcopy]

@APompliano Idk about “confiscating” but having a sovereign wealth fund take a sizable position in companies which are likely to displace human labor in the coming years/decades for the benefit of the American people probably wouldn’t be the worst possible use of government spending.

[Calculated Copywriting @calculatedcopy]

@WClemente $STRC is the golden goose. Out of 25,372 net #Bitcoin acquired in May, 24,066 of those BTC came from STRC new share insurance.

$MSTR will continue acquiring more net BTC each month, STRC shareholders won’t ever miss dividend payments, & MSTR will trade above 1x mNAV.

[Calculated Copywriting @calculatedcopy]

@PunterJeff Ultimately the only benchmark that really matters is if $SATA consistently opens/closes at $100 every day once you switch to daily dividends.

A few cents of volatility mid day is out of your control, consistent $100 close matters. Sharpe ratio is going to be astronomically high.

[Calculated Copywriting @calculatedcopy]

@PunterJeff Estimated over $100M in capital raised & deployed into #Bitcoin the day before the ex-dividend date.

What happens when every day is an ex-dividend date? There’s 21 trading days in a month. $SATA is going to end up raising & deploying billions each month.

Congrats in advance!

[Calculated Copywriting @calculatedcopy]

@PricedinBTC Bottom is in at $60k reached on February 6th.

If new ATH is reached later this year an argument could be made that the bull market never ended. Would just come down to semantics on what definitively constitutes a #Bitcoin “bear market” vs a sizable drawdown in a bull market.

[Calculated Copywriting @calculatedcopy]

@APompliano Was patriotism in Nazi Germany problematic?

Not saying America is the same as Nazi Germany, just highlighting how patriotism could indeed be problematic under certain regime conditions.

[Calculated Copywriting @calculatedcopy]

@EricBalchunas Median home price divided by median income is now higher than it reached at the peak of COVID & GFC.

Things continue to worsen year after year for the bottom half of the K shaped economy. The top half remains oblivious to reality for the bottom half unless you possess empathy.

[Calculated Copywriting @calculatedcopy]

@HODL15Capital Aside from price, #Bitcoin held on exchanges.

#BTC held on exchanges has plummeted by 752k over the past year from 3.22 million to 2.467 million.

[Calculated Copywriting @calculatedcopy]

@PunterJeff $SATA is going to be wildly popular with the switch to daily dividends theoretically making it less volatile than $STRC while simultaneously offering a higher yield. Congrats in advance.

Another way you can distinguish $ASST from $MSTR is by adding proof of #Bitcoin reserves.

[Calculated Copywriting @calculatedcopy]

@HODL15Capital Last year $MSTR acquired 226.1k #Bitcoin.

This year $MSTR is on track to acquire 452.9k #BTC by year end. And this might be an underestimate because it’s only factoring in 3 months of multibillion dollar buying from $STRC entering the picture.

New highs coming later this year.

[Calculated Copywriting @calculatedcopy]

@marc02200 Do $SATA instead of $STRC to get a higher 13% yield with even less volatility once they switch to daily ex-dividend dates in June.

Do $ASST instead of $MSTR because $SATA is going to be wildly popular & Strive’s #Bitcoin holdings are about to explode in the coming months.

[Calculated Copywriting @calculatedcopy]

@Loftyvision4 @JYoutubo18318 Applicable to both sides of Congress with people who have sizable net worths. Compounding adds up over several decades of time.

Warren Buffett is widely considered the GOAT long-term investor & he has achieved ~20%/year average returns over the course of 60 years.