
Buffalo Bitcoiner
@BUFFBTC
Followers
88
Following
42
Media
2
Statuses
78
Buffalo sports and Bitcoin
Buffalo, NY
Joined January 2025
I’m bulled up @hillery_dan.
Whoa 😮. Strategy raising $1B on $STRD IPO?!? . Materially more demand than $STRK and $STRF IPO’s. The BTC yield curve is born . $MSTR is going to start spinning faster and faster. Prepare for the repricing of the entire fixed income market. Landslide of capital coming. 🟩👆🏼
0
0
0
If the market understood $STRK and $STRK the fair price of $STRK would be equivalent to 0.1 $MSTR + 0.8 $STRF. Would be approximately $120 today. Send it higher 👆🏻.@PunterJeff @hillery_dan.
1
0
0
Another way to frame STRK for a very conservative fixed income investor would be to frame the intrinsic MSTR as Bitcoin with yield. Roughly $42 of intrinsic MSTR at a 2.1 mNAV is $20 BTC earning a target 25% BTC yield. The rest of STRK is $72 fixed income earning 11% @hillery_dan.
0
0
0
$STRF is the new risk-free rate. Understanding this and the $MSTR capital stack offers the biggest asymmetric informational arbitrage in markets. @PunterJeff @hillery_dan.
0
0
0
How it started: .Most overrated player.Biggest trash talker . How it’s going:.Sportsmanship award.THE FUCKING NFL MVP. @BuffaloBills #GoBills @JoshAllenQB.
0
0
0
RT @PrestonPysh: Bitcoin is the SOLUTION to intense technological Ai deflation ….which governments will print fiat like crazy to offset the….
0
253
0