Daniel Segundo

Enigma Capital. Interests: Physics, Art, Crypto, Systems, History, Farming, Fishing, Service, Poker, Trends, Markets, Inquiry, Advaita, Tao, Zen, Truth.

[Daniel Segundo @danielpsegundo]

Crypto bull market cheat sheet:

[Daniel Segundo @danielpsegundo]

Hmm

[Daniel Segundo @danielpsegundo]

SpaceX : Tech Stocks :: $Trump : Memes ?

[Daniel Segundo @danielpsegundo]

Big trend: non-performative, calm social media

[Daniel Segundo @danielpsegundo]

I'm hiring another Swift /SwiftUI developer for a new consumer social product I build. I want someone with exceptional attention to detail who can think like a user.

[Daniel Segundo @danielpsegundo]

@p3shoemaker Korb Koded

[Daniel Segundo @danielpsegundo]

@JaredKubin God bless you and your family Jared. I admire you and your wife's strength and appreciate your sharing this beautiful story.

[Daniel Segundo @danielpsegundo]

I write down some reflections on the MSTR, STRC, and BTC situation and wonder if someone else here with a better understanding of the dynamics has a perspective on it:

I think Saylor might wait for a bit to not look desperate, then increase the STRC dividend to 12%. 1% per month is a far more compelling narrative than 0.96% per month even if it doesn't cost him much in extra expense for the preferred. I assume he intentionally starts STRC with a dividend rate at 9% so that he has room to ramp it up to 12% or more. So at 11.5% he has some room. I think he can probably get STRC back above par with a 12% dividend with this and use the proceeds to raise meaningful cash. He now establishes a precedent for selling BTC as a lever, so selling at substantially higher prices, while still uncomfortable for the market, has less of a "shock" factor. He talks about selling meaningfully appreciated Bitcoin as a lever to potentially fund STRC dividends, so with a cost basis around $75k it doesn't make sense for him to sell a bunch down here at $67k to fund STRC, at least not right now.

[Daniel Segundo @danielpsegundo]

Hiring: iOS + Web Developer

Looking for a SwiftUI and TypeScript developer to get a new consumer iOS app across the finish line. I want someone with high standards, sharp attention to detail, and experience shipping consumer apps for the v1. DM me.

[Daniel Segundo @danielpsegundo]

Relative strength between markets really a goated indicator. ZEC shows it lately and that's the canary in the coal mine.

[Daniel Segundo @danielpsegundo]

$ZEC breakout $236

[Daniel Segundo @danielpsegundo]

$ZEC breakout $236

[Daniel Segundo @danielpsegundo]

SpaceX : Tech Stocks :: $Trump : Memes ?

[Daniel Segundo @danielpsegundo]

@benjitaylor @elonmusk @nikitabier Nice Benji, congratulations!

[Daniel Segundo @danielpsegundo]

“If someone asks my abode, I respond: the east edge of the Milky Way.”

— Ryokan

[Daniel Segundo @danielpsegundo]

@avotoast Why not get this positioning via futures to get the tax benefits?

[Ryan Petersen @typesfast]

The U.S. owes $700 million more in interest every month it delays IEEPA refunds.

[David Senra @FoundersPodcast]

Sage advice from Elon:

[Daniel Segundo @danielpsegundo]

“Meditate like Christ, he lost himself in love.”

— Neem Karoli Baba

[Daniel Segundo @danielpsegundo]

I exist only to serve others

[Andrew Menaker PhD @Andrew_Menaker]

💯
And what I often see among my most successful clients is a constant comparison to what traders are (supposedly) doing.

That need to be as good or better than someone else is very damaging to a trader's mindset, even successful traders.