Ryan 🟧
@ryQuant
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“Volatility is the only asset class.” - Christopher Cole
$MSTR
Joined December 2024
Thinking of $MSTR in terms of mNAV is just, quite simply, not the move. Perhaps considering thinking of $MSTR as a *business* (not just a holding company trading at a premium) that is releasing a product that solves the monetary desire for half the world’s assets.
Half of all the monetary & asset value on this planet would want to park permanent capital into something like $STRC and maintain optionality as they go. It will take years for folks to feel comfortable with this. “How much do you want?”. Half. $MSTR
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Bingo. 🎯 $MSTR vs $CEP.
@ryQuant @TimKotzman @jackmallers @jack I also get that. But, going on CNBC and podcasts to pump up the stock and then saying I can't talk about anything when the questions come back doesn't seem right. Taking cheap shots at Saylor and then preaching transparency when there is none doesn't jive.
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Every non $MSTR focused conversation feels like a total snooze fest these days. I expect this trend to continue for a long time.
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RT @Danainhawaii: @A5T3R0lD @ryQuant YOU GUYS I OWN A TUX/SUIT SHOP in HAWAII IF YOU WANT CUSTOM SUITS & THE BEST INSEAM MEASUREMENT YOU EV….
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“People don’t know what they want until I make it for them.”. - commonly associated with Steve Jobs. $STRC is the refinery’s iPhone moment. 📱 $MSTR 📱.
We refine and securitize $BTC through treasury operations. Transferring the risk, volatility, and performance from fixed income products to $MSTR. Enabling an entire ecosystem with partners and customers.
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RT @ryQuant: @TimKotzman And if you really want to make it interesting, let’s invite @jackmallers for a civil discussion between gentlemen.….
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I talked to Mr. Kotzman this morning and the plan as of now is, I’ll be doing the last session of the program on August 12th. Something of a late night show with some perceived comedy, perhaps. 😎.
The Bitcoin Treasuries Digital Conference continues August 12 Live on @X. Featuring @RichardByworth, @IIICapital, @ryQuant, and many others. The Bitcoin Treasuries Digital Conference is powered by @GigaBTC, @nextlayercap & @BelgraviaBLGV.
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As a young man, getting fitted for a custom suit is one of the ultimate moments of self reflection. To think about where we’ve been & where we’re going. I’m sure @jackmallers has a similar experience when getting fitted for custom T-shirts. $MSTR.
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This is going to be prime time. Use "RYQUANT20" for 20% off tickets. Disclaimer: I am intentionally not making money from this. Just want to help support @TimKotzman, @ejuline and others who are working around the clock to pull this event off, and grow this industry.
🔥 September 17. Bitcoin Treasuries. Michael Saylor in the host’s chair. Your chance to learn from the sharpest minds in Bitcoin finance. Limited Bitcoin. Limited Tickets:
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Who else is better positioned to *develop* and sell the paradigm changing fixed income instruments, to the world’s largest TAM, backed by paradigm changing pristine collateral #bitcoin. M.S.T.R. “Amazon of capital markets.”.- First coined [pun] by @BenWerkman
@_ChaitanyaJ Strategy is invisible monopoly. cc: @BitStrategy21.
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I can not wait to go to Dog Handler’s School soon, train with my dog for a week, and then she leaves with me. Name: Vega. Female, working line, Belgian Malinois. 60 pounds, 21 months, fully trained. 🫡
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RT @BTC_ProphetQA: @ryQuant Thank you for saying what people are too afraid to admit. Technical indicators are a joke.
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RT @ryQuant: @IIICapital NooooOoOoOoooo $MSTR must have been hitting the ATM anyway, because, there’s no way that the market for a ~120bn M….
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RT @ryQuant: @JesseKobernick $MSTR is both pioneer & settler. Both first to market & last to market. (An unprecedented “Zero to One” idea….
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RT @lgboshoff: @ryQuant @SlurpsWicks @jackmallers @stackasaurus11 @BritishHodl @dotkrueger @DarkSide2030_ @jtevelow While they been setting….
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