Long Volatility

Pristine Assets Only

[Long Volatility @clairvoyantist]

@BitPaine What about that STRC and mortgage post. Repost that. Jackass 🤣

[Long Volatility @clairvoyantist]

@NyackTrader @TheOtherParker_ @caprioleio In an environment where the collateral asset does not go up, even if one has creditworthiness, the incentive to take on the financing isn't there.

[Long Volatility @clairvoyantist]

@RaoulGMI https://t.co/BpbFS2PsYe

[Documenting Saylor @saylordocs]

This is the GREATEST video of all time!

[Long Volatility @clairvoyantist]

@MilkRoad https://t.co/BpbFS2PsYe

[Documenting Saylor @saylordocs]

This is the GREATEST video of all time!

[Long Volatility @clairvoyantist]

@RaoulGMI https://t.co/BpbFS2PsYe

[Documenting Saylor @saylordocs]

This is the GREATEST video of all time!

[Long Volatility @clairvoyantist]

@RaoulGMI https://t.co/BpbFS2PsYe

[Documenting Saylor @saylordocs]

This is the GREATEST video of all time!

[Long Volatility @clairvoyantist]

@RaoulGMI https://t.co/BpbFS2PsYe

[Documenting Saylor @saylordocs]

This is the GREATEST video of all time!

[Long Volatility @clairvoyantist]

@RaoulGMI https://t.co/BpbFS2PsYe

[Documenting Saylor @saylordocs]

This is the GREATEST video of all time!

[Long Volatility @clairvoyantist]

@spurs Offensive foul.

[Long Volatility @clairvoyantist]

@saylor tHe FoUr-YeAr cYcLe iS dEaD.

[Long Volatility @clairvoyantist]

@comic @Strike @jackmallers The basement dweller hates again.

[Long Volatility @clairvoyantist]

@BitQua You're cooked bq

[Jeff Park @dgt10011]

no matter what your personal view may be on strategy, bitcoin, or corporate treausury, one thing is clear: $STRC attempting to offer semi-monthly dividend is a pretty revolutionary moment for corporate finance

currently there are no issuer-originated corporate instruments that offer semi-monthly dividends. however, we know retail has been loving more frequent payments as demonstrated by the success of weekly pay suite ETFs and daily accrual money market structures. Even blackrock just shifted their money market funds GMMF and PMMF from monthly to weekly payments. thats because the premium for liquidity has never been higher.

even more poetically, this is actually a win for a long-standing thesis in the broader crypto industry

crypto has long imagined various "streaming payment" models where the instantaneous of payments would create a totally new concept of epochs that isn't going to limit digital money by human constraints. people are quick to think that the big revolution is 24/7 trading, but actually i believe the bigger revolution is 24/7 credit. many crypto yield products, and the basis of why tokenization can be so important (and stablecoins), sits on this obvious insight yet to be unleashed

corporate bonds generally pay semi-annually. the logistics of 10b-17 aside, that means the difference in actual cash on cash return for an instrument that pays 10% semi-annually vs semi-monthly is about 25bps in effective yield. that is a big enough spread that can compound materially over 5+ years where investors were due compensation for the risk

and the reason is simple. its because interest payments represents the literal physics of money- specifically the moment money's potential energy becomes kinetic energy. there is simply no reason for digital money to have ex div effects that distort liquidity discretely if the administration of such a system can plan for it. that is why what $STRC is doing matters: it sets a new standard for corporates to do better, for the benefits of their investors to achieve higher liquidity with less cyclicality

one day we may yet again move from weekly to daily payments, and from daily to hourly, to instantaneous. the internet doesn't care whether the sun is rising or setting, nor will the ai agents care either. excited to root for strategy to lead the way to bridge this dream of crypto onto the traditional capital markets-

if volatility is vitality, then liquidity is liberty

[Long Volatility @clairvoyantist]

@BitQua You're cooked. Quit now.

[Long Volatility @clairvoyantist]

@BitQua It had nothing to do with that post and everything to do with your retarded calls. Time to quit X. You're cooked.

[Long Volatility @clairvoyantist]

@comic MaxxLARP

[Long Volatility @clairvoyantist]

@comic MaxxxLARP

[Long Volatility @clairvoyantist]

@comic Max LARP

[Long Volatility @clairvoyantist]

@bleighky @ActuallyClimber A lot of people agree with what you're saying about climb but have failed to articulate it as succinctly. Thank you, Blake. Climb only really deals in short term but sells his ideas as long term and that's what ppl rightfully have a gripe with. He'll flip again come bull market

[Long Volatility @clairvoyantist]

@mithcoons LOWER.