Trysail Econ

Macro & Memes

[Trysail Econ @TrysailEcon]

@theepicmap Lack of natural harbors… easy one

[Trysail Econ @TrysailEcon]

@RonManX @BitcoinTeacher_ BTC will likely never go back to $0, but MSTR is a completely broken model. Sell low, buy high, issue high interest debt and call it innovation.

BTC outsized returns are over so their capital structure will eventually implode.

[Trysail Econ @TrysailEcon]

@BitcoinArchive Under $100 the day before ex-dividend date after massive buybacks and a 20% rally in crypto doesn’t hit at any meaningful issuance at par.

[Trysail Econ @TrysailEcon]

@zaidlikesmstr @Strategy They are not quants in any sense. Plenty of successful quants, most notably Jim Simons who did so well they expelled outside capital. Unlike these clowns who try to scam retail investors and indices into allocating capital into their pointless crypto shell company.

[Trysail Econ @TrysailEcon]

@TheLongInvest He hasn’t done anything. Just has an effective propaganda army that attributes any good action of the government to him, even though most of the programs were started when Adam’s was in office.

[Trysail Econ @TrysailEcon]

@saylor @Strategy @BlackRock Even cherry picking stats, you showcase your “money market like” product with identical volatility to SPY….

[Trysail Econ @TrysailEcon]

@SoveyX Haters will say it’s AI

[Trysail Econ @TrysailEcon]

@shaunmmaguire France

[Trysail Econ @TrysailEcon]

@BitcoinArchive I thought it was supposed to be a hedge against inflation lol

[Trysail Econ @TrysailEcon]

@TheSamsPodcast I dont think you understand what a productive asset is. BTC is not just unproductive, it is net-negative because of the massive amount of energy needed to support the miners.

[Trysail Econ @TrysailEcon]

@TheBTCTherapist USD is down over 10% since 2021… so it’s actually down after 5 years while all other asset classes are at or near ATHs

[Trysail Econ @TrysailEcon]

@thepowerfulHRV J.P. Morgan has $5trillion in assets and only $900billion market cap… must be a fire sale!

[Trysail Econ @TrysailEcon]

@saylor The discovery process when your getting investigated by the SEC will be hilarious

[Trysail Econ @TrysailEcon]

@ChrisMMillas It’s a passive index based on index inclusion…. Misleading to say they have conviction in the asset

[Trysail Econ @TrysailEcon]

@LizardWizardBTC Because smart money understands the outsized gains have been made. Also ETFs are live so btctc is a pointless vehicle, unless they can deliver alpha through execution and timing… both of which they are historically bad at

[Trysail Econ @TrysailEcon]

@GrantCardone What’s the point? Can buy REITs and BTC yourself without paying an exorbitant fee to you

[Trysail Econ @TrysailEcon]

@BTCtreasuries Aaaaaand, back under $98…

[Trysail Econ @TrysailEcon]

@BitcoinArchive Huge, they can go from down 80% to down 77%….