Adam Argo retweeted
Today was $STRC's first daily dividend.
That matters for a couple of reasons:
• Yield tourists lose their edge
• Accrual starts to look like a money market sweep
Q: What about weekend dividends?
A: No business days, no problem.
Friday, Saturday, and Sunday dividends continuously accrue and are packaged into a single, triple-sized payout every Monday.
The beginning of a new era in Digital Credit.
Adam Argo retweeted
When you try and change lanes to the faster lane…
Then traffic starts moving faster in the original lane you were in 😂
Adam Argo retweeted
$MSTR just printed a golden cross.
50d 135.64 crossed above the 200d 135.53.
Here's what happened the last 5 times:
Mar 2023: +13% in 3 months, +304% in 1 year
Sep 2020: +84% in 3 months, +313% in 1 year
Sep 2019: -38% in 6 months
Mar 2019: flat, peaked at +8%
Aug 2018: flat, peaked at +6%
2 monster runs. 3 duds.
The difference was Bitcoin. Both big runs came with $BTC trending higher.
This cross is razor thin, 0.11 apart. A few red days and it's gone.
I’m watching $BTC, not just the cross.
Adam Argo retweeted
Stocks were up yesterday because businesses were worth way more yesterday and now they are down today because businesses are worth a lot less today. Don’t worry though. I’ve adjusted my DCF model to represent all this new information and I continue to listen to podcasts about peptides.
Adam Argo retweeted
BREAKING: 75% of active fund managers failed to beat the S&P 500 over the preceding 12-month period, per WSJ
Adam Argo retweeted
One integrated view of Strategy’s Bitcoin balance sheet and capital structure. The MSTR-BTC dashboard brings gross and net reserves, per-share economics, valuation, duration, floor, breakeven, hurdle, yield, and gain into a single framework. Live at Strategy.com.
