theta

Wall Street veteran | markets enjoyoor | profit maximalist |
Tweets are not investment or financial advice

[theta @theta_xp]

@dampedspring @LynAldenContact The scenario you are looking for is a (non global) communist revolution. I agree that it's unlikely to happen in the US though.
https://t.co/BlMrbPtSSA

[theta @theta_xp]

Bitcoin is not the best hedge against inflation, it’s not the best hedge against financial repression. It’s the best hedge against loss of property rights. It’s the best hedge against communism.
16/n

[theta @theta_xp]

@MidwestHedgie It's beautiful. It would be absolutely perfect if grok was used instead

[theta @theta_xp]

@AlbertBridgeCap As it stands it has the lowest P/E among all companies above $1tr market cap

[theta @theta_xp]

@PolitlcsUK @spectator sources inside the party say that there will be an exception if the entire body part is removed, not just the foreskin

[theta @theta_xp]

@McClellanOsc What are you going to say next? that -20% is not a bear market?

[theta @theta_xp]

@TheStalwart Either that or you are against technological progress you neo luddite

[theta @theta_xp]

@cryptoklotz Dentists doing A B testing

[theta @theta_xp]

@soncharm

[theta @theta_xp]

@GlennOnrampBTC @BitFengg Slight correction: the new shares were sold at $128 not $118

[theta @theta_xp]

@therealmissjo @CanonFrancais

[theta @theta_xp]

@follis_ Infinite supply would not lead to 20x pump. It would lead to down only price action and the exploiters still doing alright

[theta @theta_xp]

@comic @ZynxBTC NVDA and AMZN in 2001-02, META in 2022

[theta @theta_xp]

@thedefivillain @WazzCrypto The solution is to suspend the dividend, reaffirm he's holding BTC forever, and wait for a big rebound to tap the ATM on the common to pay preferred divs.

[theta @theta_xp]

@OddStats I'm not sure it's a new paradigm. In the short term chart it appears that the flipping was temporary, it lasted only about a month, until mid March.
In the long term chart it's hard to see but I think there were several similar temporary flippings along the way.

[theta @theta_xp]

@davejtimbs @dotkrueger But increasing the div and selling BTC hurts the common and ultimately increases the risk to the preferred as well. Suspending the div is much better than raising it. It would give relief to BTC and the common, and the preferred would ultimately follow too.

[theta @theta_xp]

@TheEconomist How to lie with statistics.
The proper comparison is how likely black people are to be arrested relative to how likely they are to be the perpetrators, not the victims of crime.
Shameful for a once credible publication.

[theta @theta_xp]

@GlennOnrampBTC @mtzimmer1 What's your expectation for the senior preferred, STRF, in the two scenarios you mentioned, panic and deep distress? And do you see a chapter 11 eventually and how would each slice of the capital structure fare there?

[theta @theta_xp]

@GlennOnrampBTC I know how options work, been a sell-side options trader for 20 years. I don't want to sell puts, I agree it's poor risk-reward & simpler trade is better. Only saying it would be closer to STRC risk (indirectly short BTC far downside) and outperform it if BTC trades sideways.