Mike Treidl

Founder & CIO at Blue Coin Capital

[Mike Treidl @TreidlCFA]

@insider0x It means you’re not early anymore; you are right on time.

[CF Benchmarks @CFBenchmarks]

Join us for a space on Thursday at 11am ET, with special guest @Mike99349548 from Blue Coin Capital

We'll be covering the following:
▪︎ A preview of our Second Half Outlook
▪︎ Mike's take on Strategy's mNAV compression and the STRC stress test
▪︎ Where he sees opportunity across the market right now

https://t.co/H1kKhsiqhv

[Blue Coin Capital @BlueCoinCap]

Strategy (MSTR) is trading near the value of its own bitcoin. STRC — its "digital credit" preferred — just broke below par.

The market is calling it a breakdown. We think it's an entry point.

In our latest research note, Blue Coin Capital cuts through the noise on the most-debated name in crypto: how the flywheel actually works, what mNAV really tells you, why STRC sold off — and why we view this dislocation as an attractive entry for patient capital, not a systemic crack.

Read it here 👇
https://t.co/wHvid5U8sK

For informational purposes only. Not investment advice.

#Bitcoin #MSTR #DigitalAssets #Investing #STRC #Saylor #Strategy

[Mike Treidl @TreidlCFA]

@shanaka86 Strategy ($MSTR) has ~$1.4B in cash, enough to pay nearly a years worth of dividends, is the antidote to this downward reflexivity. Cooler heads will prevail and people who bought at distressed levels make $$$. I doubt it will ever trade this low again.

[Mike Treidl @TreidlCFA]

@Croesus_BTC Great overview. Now is a great time to buy.

[Mike Treidl @TreidlCFA]

@CryptoMichNL False advertising. You are ignoring senior claims of debt and preferreds. The “real” mNAV is close to 1.0x

[Mike Treidl @TreidlCFA]

This very well could be a temporary dislocation due to leverage unwinds and not sophisticated Wall Street investors selling/shorting $STRC. Strategy ($MSTR) has 850K BTC which is about $50B. Annual payments on $STRC are on the order of $1.5B. Plenty of assets to cover obligations

[Mike Treidl @TreidlCFA]

@nic_carter Congrats!

[Mike Treidl @TreidlCFA]

@maplefinance Regarding the SSF, I heard you say something like 80% SYRUP and 20% other tokens. Could you please clarify that statement? Do those numbers apply to the buybacks, or the AUM within the SSF, or something else? Thanks!

[Mike Treidl @TreidlCFA]

@dampedspring @malekanoms Great point: stablecoins < commercial banks in credit creation. Also, stables don't pay interest, to avoid drawing deposits away from banks. In this zero-sum environment, I'm interested to see how much stables increase foreign demand for $ at the expense of other currencies.

[Blue Coin Capital @BlueCoinCap]

10 years ago today, Ethereum made history with its launch. Since then, it has:
💰 Grown to a $𝟱𝟬��𝗕 𝗺𝗮𝗿𝗸𝗲𝘁 𝗰𝗮𝗽, rivaling giants like Visa and Mastercard
🌐 Onboarded 𝟭𝟯𝟬𝗠 𝗮𝗰𝘁𝗶𝘃𝗲 𝘂𝘀𝗲𝗿𝘀—as many people as were online globally in 1998
🏦 Powered institutional innovation from JPMorgan, BlackRock, and Franklin Templeton
🎨 Become the birthplace of NFTs and the heart of Web3 culture
🚀 Enabled nearly $𝟯𝟬𝗕 𝗶𝗻 𝗜𝗖𝗢 fundraising—on par with a typical year of U.S. IPOs

The next decade of finance will be built on Ethereum: stablecoins, tokenized assets, DeFi, and Layer 2s—all secured by a decentralized ledger.

#Ethereum #Web3 #DeFi #Tokenization #Stablecoins #Blockchain #FutureOfFinance #Crypto #Layer2 #DigitalAssets #EthereumAnniversary

[Blue Coin Capital @BlueCoinCap]

Crypto isn’t just speculation — it’s a strategic move. These 3 points could shift your entire perspective. #BlueCoinCapital #DigitalAssets #cryptocurrency #Bitcoin #Blockchain

[Blue Coin Capital @BlueCoinCap]

🚨 Congress just took a big step into crypto.

With the GENIUS Act & new stablecoin legislation, we're entering a new era of regulatory clarity in the U.S.

What it means for investors, TradFi, and crypto-native firms:
👉 https://t.co/MxR65By7oT
#Crypto #Stablecoins #GENIUSAct #Regulation #Web3 #DigitalAssets

[Mike Treidl @TreidlCFA]

@Hotbit_news What is the name of the authorities that are investigating? Can you provide country and department?

[Mike Treidl @TreidlCFA]

@katherinewu More of this. Thank you!

[Mike Treidl @TreidlCFA]

@timevalueofbtc Congrats Nik!

[UNA-USA Orange County @unaocc]

UNA-OC is holding a social media competition with the goal to develop a media campaign to educate and end social injustice! The prize money is $150! for more information visit: https://t.co/HNydHA16XA #blacklivesmatter #BLM #UnitedNations #UNAUSA #BLMMOVEMENT

[Mike Treidl @TreidlCFA]

@UNA_OC This is a great idea!