Alwin Siy-Yap

Mapping the generative boundary between Order and Chaos, searching for signal where mythology meets markets and quantum fields meet Bitcoin.

[Alwin Siy-Yap @LeverageTheRip]

The Matrix: Re-HODL-ed:

[Alwin Siy-Yap @LeverageTheRip]

@mikealfred Haha! Made my day thanks

[Alwin Siy-Yap @LeverageTheRip]

@Bkclaims He's ready to ride it to zero as he's said before. A man willing to die for for a cause is a dangerous man.

[Alwin Siy-Yap @LeverageTheRip]

@BTCBreadMan Jesters tend to tell the truth

[Alwin Siy-Yap @LeverageTheRip]

@bryan_johnson @nntaleb Haha best response ever

[Alwin Siy-Yap @LeverageTheRip]

@jords Sounds right if their own algos are selling mstr at the local top corresponding to btc local top that he immediately buys

[Alwin Siy-Yap @LeverageTheRip]

@Truecrypto Sounds right if their own algos are selling mstr at the local top corresponding to btc local top.

[Alwin Siy-Yap @LeverageTheRip]

@TJTheWheelDeal 100% my sentiment. Roll the calls up

[Alwin Siy-Yap @LeverageTheRip]

@TJTheWheelDeal @KennyZufall A man who's been to war and made peace with his fears

[Alwin Siy-Yap @LeverageTheRip]

@ColeMacro Haha well played

[Alwin Siy-Yap @LeverageTheRip]

Yes and perfect preparation for max pain this Friday opEX.

The previous Friday, market makers lost a lot in payouts due to gamma squeeze, this Friday they need to make it back and then some.

Next Friday macro events hasn’t loaded yet, probably grind up to 17-18.

Following Friday is the binary event with Kevin Warsh. Either we get a surprise rate cut or talks signaling it and will be a tailwind for Fintech and financials or we get a none-event which is an opportunity for the shorts to prolong the bearish narrative.

[Alwin Siy-Yap @LeverageTheRip]

@Leeo2680 @THEROARINGSIGGY Exactly

[Alwin Siy-Yap @LeverageTheRip]

@THEROARINGSIGGY China government prioritizing stability of prices including stock market to deweaponized financialization attack vectors.

Any surge in prices will be followed by the national team selling to reset equilibrium. China will grind slowly higher over time as per plan.

[Alwin Siy-Yap @LeverageTheRip]

@TJTheWheelDeal Pragmatic move

[Alwin Siy-Yap @LeverageTheRip]

@ZynxBTC @BitBrew1 Yes

[Alwin Siy-Yap @LeverageTheRip]

@bitcoindudebro @ZynxBTC Yes

[Alwin Siy-Yap @LeverageTheRip]

@MidlClassMoney A post that accurately describes today’s price actions and why the shorts and algo are scalping retail dry because most posts are in the vein of broken stock or generational buy.

[Alwin Siy-Yap @LeverageTheRip]

@Strive Semi monthly div payout official proposal and shareholder vote

[Alwin Siy-Yap @LeverageTheRip]

I see your point, I’m just trying to convey that the board has a fiduciary duty to be on the more conservative side.

We are on the same team. Back to my first reply to your post, the instrument is working well and the current problem you framed of “perceived not enough days of trading at par” is not a meaningful problem at the moment for them to change the guidance to increase dividend rate.

They are thinking in terms of many years not in months. Most likely situation is get the semi monthly payouts approved, see the result, see if Warsh does a token cut of 25 basis points, and revisit the dividend increase in Q3, unless of course vwap trades under 99 and they automatically raise by 25 basis points because of the preset guidance.

[Alwin Siy-Yap @LeverageTheRip]

The guidance on STRC is to keep the current dividend payout rate at the current rate if the stock is trading vwap 99-101. If this is indeed the case as of today, they cannot randomly just increase dividend payout by 25 basis points unless they change the guidance on the instrument and ratify it with the board.

Of course your point is true that they can do this anytime they want, but there must be a long term strategic reason for this application and not so I can buy X more bitcoin because this month didn’t break previous records of buying.

[Alwin Siy-Yap @LeverageTheRip]

@ZynxBTC I’m talking about the conditions on how to get to 11.75%. Nevermind, carry on.