Sid Suri

Founder & Portfolio Manager: SiuCap | Previously M&A and Investment Banking | Not a solicitation to invest. Not financial advice.

[Sid Suri @SidSuri]

@dylanleclair STRC is essentially a stablecoin backed by BTC instead of US Treasuries

[Sid Suri @SidSuri]

@signulll .@michaeljburry now SNAP is the type of stock you short. Not SpaceX or Palantir

[Sid Suri @SidSuri]

@aaronburnett Bear Thesis: " It's gone up a lot. "

[Sid Suri @SidSuri]

@BTCsessions Is that a price pump? If yes, please hurry

[Sid Suri @SidSuri]

@PunterJeff @parkeralewis @HurdleRatePod I'd skip episode #444, but the rest of the Orange Pill investor pods are all top notch
https://t.co/pOkUAqX7IC

[Nithu Sezni @nithusezni]

Orange Pill Investor ep 631 - Is Bitcoin helping Iran win the war? https://t.co/Ab1Z7pZCir

[Sid Suri @SidSuri]

Exactly! Imagine how much Anthropic would be worth if there was no other SOTA LLM and the closest one was 10 years behind - SpaceX is that and much more. The finance bros will eventually be forced to chase the stock. Consensus view is a sharp sell-off but I don't see it coming. Elon has secured meaningful Rubin capacity and I won't be surprised if he routes some of that to Elon Web Services. SpaceX will grow into its valuation faster than the stock supply will come online

[Sid Suri @SidSuri]

@aaronburnett Lmao literally same!

[Sid Suri @SidSuri]

@GavinSBaker Must be the tokenized oil flowing through crypto rails

[Sid Suri @SidSuri]

Can someone point this guy to some threads from 2024? The GBTC analogy is tired

[Parker Lewis @parkeralewis]

GBTC traded at a premium to NAV for a long time. Until it didn't. The fundamental always wins. This grinded back close to zero. The Bitcoin Treasury companies are not the same as GBTC. But if you think the market doesn't figure out risk...the fiat price doesn't need to go down!

[Sid Suri @SidSuri]

@bleighky Heavy is the head that wears the crown 👑 @saylor is relentless

[Sid Suri @SidSuri]

@parkeralewis @BitPaine @BitcoinPierre "I can't keep working for you for free". I don't need you working for me at all, but as @BitPaine pointed out you clearly aren't working for free. Good for you!

[Sid Suri @SidSuri]

We need better $MSTR bears. Ideally ones capable of reading and retaining a few paragraphs

[Parker Lewis @parkeralewis]

Too long didn't read all that. The stock should trade a discount to NAV given the incremental risk and because each investor can buy the identical underlying asset with incremental risk. We can come back to this and see who was right.

But again my point was about whether the shareholder base that plowed into Strategy common equity has a good understanding of bitcoin and if they are good at pricing risk. The existence of the scale suggests otherwise.

And I'm just recommending people do exactly what you are doing. Sell the premium in the stock, buy bitcoin.

[Sid Suri @SidSuri]

@parkeralewis @ColeMacro "Too long didn't read all that". Matt's time is worth a lot more than yours kid and he's engaging with you in good faith. Be humble

[Sid Suri @SidSuri]

@parkeralewis @ColeMacro @Werkman In your quest to be smart you're simply mid-curving it. All the analysis you've presented is flawed and frankly I've had first week interns present better work.

[Sid Suri @SidSuri]

@luanalopeslara You should spend your entire marketing budget on getting @Cristiano

[Sid Suri @SidSuri]

@BitPaine These toxic podcasters is the reason many prominent Bitcoin holders no longer engage with the community. Especially Elon

[Sid Suri @SidSuri]

@_Adrian It really is that simple!

[a16z @a16z]

Against all odds.

Congrats @elonmusk and @SpaceX.

[Sid Suri @SidSuri]

@a16z @elonmusk @SpaceX @TheJakeRita epic video!