Ney

[Ney @rdbm10]

@tuukzs starting to collect based on what I like and what appeals to me. Supporting a new and up and coming artist. It feels good. Love my new additions. Thanks for the great rec @ACthecollector

[Hermes Lux @HermesLux]

Once upon a time, a clever farmer borrowed gold coins from his neighbors, promising them a safe 11.5% return every year no matter what.

With the money, he bought a large field and planted apple trees. Each harvest, he sold apples for cash, paid the neighbors their fixed 11.5% first, and kept all the extra profit for himself. In good years the surplus was huge; in lean years he sold extra apples or a bit of land to still cover the payment. He never touched their original coins—they stayed invested in the growing orchard.

[Ney @rdbm10]

@TradeZella OF

[Last Coin Standing @LastCoinStandng]

@EricLDaugh @Duncan19Sard1

[Ney @rdbm10]

@Mohiniuni Claude

[Ney @rdbm10]

@razib_ul47671 AI

[Ney @rdbm10]

@ActuallyClimber Quick question. Genuinely curious. Do you have a short position on mstr or own any of the products? Don’t genuinely know if you like or dislike mstr. I see you on my feed a lo, but I wonder if someone who doesn’t own anything or isn’t short the stock would cover it so much.

[Ney @rdbm10]

@DylanLeClair @gnoble79 Lol… RIP

[Ney @rdbm10]

@_Adrian I think it’s share buy backs = buying fiat =(green) / legacy finance to stack btc/share @_Adrian what ya think?

[Ney @rdbm10]

@BitcoinArchive Buying fiat shares back…

[Ney @rdbm10]

@ActuallyClimber Never really engage in others post but you know how I know you just want engagement. Because you were the biggest metaplanet bull, and now you don’t even believe in BTC… Do better bro… people look up to you for advice and for direction man. Use your platform in a better way.

[Ney @rdbm10]

@werkman @JesseKobernick @tnorth Is it a possibility they would think about raising money via ATM issuance at over heated areas in the bull market and just sit on that cash to pay dividend liabilities over what could potentially be a bear market and not worry about mnav compression?

[Ney @rdbm10]

I had been thinking of this but I feel like I didn’t have the sophistication to think this through and would love to understand how you guys think about it. I also see it as binary so because of-that reason I also am trying to understand @hillery_dan reasoning.

[Ney @rdbm10]

I finished watching the last @tnorth stream and I’m sure @hillery_dan @PunterJeff have gotten this requested already. I would love to have a video of you guys discussing the last point you guys were covering about the difference between STRF and common MSTR equity.

[AC @ACthecollector]

@nic_carter This wasn’t originally why I bitcoin, but its why i now stay in bitcoin

[Ney @rdbm10]

@intangiblecoins @grok @grok what about me?

[Ney @rdbm10]

@JoshMandell6 @ryQuant It did pop when he did say sometimes all you need to do is hodl lol

[Ney @rdbm10]

@JesseKobernick @JoshMandell6 @ryQuant Why not keep equity holders happy also by letting mnav run and capture a higher premium and bigger capital in one run then just stay hitting the atm every week… and capturing smaller amounts of btc every week than just buying a bigger amount once the mnav runs?

[Ney @rdbm10]

@JesseKobernick @JoshMandell6 @ryQuant Its soo weird because if you stop selling atm I think Mnav runs and allows them to capture more premium to acquire more btc but the more he presses it the more he can capture btc at lower prices but less capital in one go… its different ways to acquire the same btc…

[Ney @rdbm10]

@JoshMandell6 @ryQuant You think the S&P narrative will be that event that he will let it run to capture the massive premium?

[Adam Livingston @AdamBLiv]

So why allocate to $STRC ASAP?

Because the early BTC Rating is still 7.

As STRD and STRK continue to perform, as BTC appreciates, as converts are equitized... that rating compresses yield.

Future investors will be chasing 6%, then 5.5%, then 5%, on the same risk-adjusted profile.

Because right now, capital is sitting in 4.2% money markets, earning taxable yield with zero upside and 100% fiat exposure.

STRC is the alternative to that trap.

It gives capital a way to:

Exit fiat without entering equity,

Monetize Bitcoin’s monetary premium without volatility,

And park funds in a senior, dynamic, institutional-grade instrument backed by the scarcest asset in existence.