$AMPG - My Amplitech investment thesis is now published.
In a world racing toward AI networks and large quantum machines, does it make sense that the O-RAN pioneer and only American maker of cryogenic amplifiers, growing fast, debt-free, with $118M of orders in hand is worth only about $130 million?
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Today we're launching a new Opendoor app on iOS
You can browse homes, see prices and home details, book a tour in a few taps, and manage everything in one place
Try it out and let me know what else you'd like to see us build into the app
Strive acquired an additional 2,500 $BTC for ~$185.2M at an average cost of ~$74,092 per bitcoin.
STRIVE SNAPSHOT
Bitcoin holdings: 19,000
QTD BTC Yield: 23.0%
YTD BTC Yield: 36.7%
Amplification ratio: 57.0%
Cash was increased to maintain 18-month dividend reserve.
$ASST $SATA
Bitcoin Is About To DEVOUR $300 Trillion - @Strive CEO @ColeMacro
0:00 The $3T Digital Credit Market
3:24 Why 11.5% Yield Beats Selling Bitcoin
5:17 How STRC & SATA Survived Bitcoin’s Crash
6:12 Why Institutions Want More Volatility
8:37 How To Pick Between STRC & SATA
10:13 Why Preferred Equity Wins For Bitcoin Bulls
14:21 "Products, Not Securities"
16:00 Bitcoin Crashed, Their Reserve Grew
19:44 The Bitcoin Treasury Consolidation Wave
24:05 Why Most Treasury Companies Will Fail
27:50 How Managing $70B Made Him BTC Maximalist
28:44 Calling Out The Fed To Their Face
@stevehill1mil Volatility is not risk, but it does need managing equally as you age. You cannot suffer long term volatility once time turns against you.
@stevehill1mil Also do your best to be sure not to confuse price volatility with risk, they aren’t even necessarily linked. When we’re young we really should focus on time being on our side.
@stevehill1mil I typically identify something I believe will be of great value to the future, learn as much as I can from as many highly thought of people in that field as I can and then work from top to bottom in that industry to figure out who supplies key points of demand down the chain.
@ZynxBTC@StrategyMaxi@ColeMacro@saylor Comical thing is Michael like Strive. There shouldn’t be internal tribalism in the bitcoin world, we’ve got more important things to do than attack each other with nonsense.
@Vikingobitcoin9@ZynxBTC I don’t tend to talk about things I’m not fussed about anyway, I don’t mean to poke at you but you won’t catch me talking about butterfly populations, because I really don’t care about them. 😅