Daniel 🔸

equity analyst - 💵 🖨️

[Daniel 🔸 @ddobservations]

What most people don't understand is that when MSTR is in the S&P500, the S&P500 Benchmark is now intertwined with Bitcoin price exposure moving forward. Given his business model is scalable by Market Cap, if Saylor can become at least a #10 company there becomes a legitimate argument in Board rooms for how the other 1-9# are actively outperforming MSTR's BTC exposure. Is the answer capex heavy AI?

[Daniel 🔸 @ddobservations]

The classic boomer tale…a short supply of analysts

[Finding Compounders @F_Compounders]

Steve Schwarzman on how he landed his first job on Wallstreet in 1969

[Daniel 🔸 @ddobservations]

$KPG bit concerning for any investor with the upcoming margin calls.....

[Arrow Investor @ArrowInvestor]

We're winning! 🇦🇺🦘

Number #1 Highest Capital Gains Tax

[Daniel 🔸 @ddobservations]

@OnodaCapital Which book?

[ᐱ ᑎ ᑐ ᒋ ᕮ ᒍ @Andr3jH]

"a month ago it was too dangerous to release but now all safety concerns have been addressed"

"The anjin says he secured ten of billions of funding in inference compute"

[Reserve Bank of Property @RBASHAGGER]

Albanese is in New Zealand this evening at a business event explaining the benefits to kiwi entrepreneurs why they should start their business in Australia with our new and fairer CGT rate

[Daniel 🔸 @ddobservations]

@compound248 No doubt he is

[Daniel 🔸 @ddobservations]

@Z06Z07 @Strategy 10% annual yield is extraordinary tbh over next 5yrs. Anything above is really just extra

[Daniel 🔸 @ddobservations]

@Strategy Erroute to 1m

[Jonas hodler @SirJonasz]

@Strategy "BUT YOU SOLD 32 BTC"

[Dr. Clown, PhD @DrClownPhD]

🚨 BREAKING: UK Simulator just got announced for PS5.

Survive modern Britain and witness the collapse of a country you once recognized.

[Daniel 🔸 @ddobservations]

🤚 🌳

[Bryan Johnson @bryan_johnson]

never waste a good crisis

[Daniel 🔸 @ddobservations]

@MrQuick_ @IFM_Economist Add the leverage though?

[Daniel 🔸 @ddobservations]

@AlboMP

[Daniel 🔸 @ddobservations]

Exit liquidity final boss

[Daniel 🔸 @ddobservations]

@AlboMP

[Daniel 🔸 @ddobservations]

@EthanKasner_ What they paying?

[Jeff Walton @PunterJeff]

Interesting stat amidst all the $STRC doom:

There’s roughly $162 Million in $STRC Short Interest.

That short interest is required to pay the dividend if they hold the short on the record date.

If some of this demand does not want to pay the dividend (11.5% APR + borrow), it is a forced buyer to close the position.

This is just one data point of all the players in this ecosystem.

Increasing dividend frequency improves the incentive structure.