{"id":650158,"date":"2024-11-22T11:33:58","date_gmt":"2024-11-22T16:33:58","guid":{"rendered":"https:\/\/erickimphotography.com\/blog\/?p=650158"},"modified":"2024-11-22T11:35:17","modified_gmt":"2024-11-22T16:35:17","slug":"treasury-company-bitcoin-reactor","status":"publish","type":"post","link":"https:\/\/erickimphotography.com\/blog\/2024\/11\/22\/treasury-company-bitcoin-reactor\/","title":{"rendered":"Treasury company bitcoin reactor"},"content":{"rendered":"\n<p>100 vol<\/p>\n\n\n\n<p>.<\/p>\n\n\n\n<p>Sell the vol, recycle back into Bitcoin<\/p>\n\n\n\n<p>.<\/p>\n\n\n\n<p>2x Bitcoin, 2x vol.<\/p>\n\n\n\n<p>.<\/p>\n\n\n\n<p>Spread, BTC spread<\/p>\n\n\n\n<p>.<\/p>\n\n\n\n<p>4.6B ATM, $3B,<\/p>\n\n\n\n<p>.<\/p>\n\n\n\n<p>60%, 90% BTC spread<\/p>\n\n\n\n<p>80% BTC spread<\/p>\n\n\n\n<p>.<\/p>\n\n\n\n<p>Levered Bitcoin position<\/p>\n\n\n\n<p>It won\u00e2\u20ac\u2122t go down<\/p>\n\n\n\n<p>.<\/p>\n\n\n\n<p>BTC will not go to $0<\/p>\n\n\n\n<p>Buy equity we want 2x bitcoin, 2x volatility<\/p>\n\n\n\n<p>.<\/p>\n\n\n\n<p>5.4B in<\/p>\n\n\n\n<p>$500M a day<\/p>\n\n\n\n<p>Million time a minute! ***<\/p>\n\n\n\n<p>.<\/p>\n\n\n\n<p>Most profitable in the USA, fastest growing company<\/p>\n\n\n\n<p>.<\/p>\n\n\n\n<p>Question of leverage?<\/p>\n\n\n\n<p>.<\/p>\n\n\n\n<p>20x buy faster than available supply<\/p>\n\n\n\n<p>.<\/p>\n\n\n\n<p>1x<\/p>\n\n\n\n<p>$10B a capital, still make money off the arbitrage<\/p>\n\n\n\n<p>We make 10x that! ***<\/p>\n\n\n\n<p>$3B , or make $30B in convertible bonds<\/p>\n\n\n\n<p>$35B of <em>permanent<\/em> capital<\/p>\n\n\n\n<p>.<br>overnight deposit<\/p>\n\n\n\n<p>Cannot create duration and exploit invest at 60%, borrow at 0%<\/p>\n\n\n\n<p>.<\/p>\n\n\n\n<p>Buy your own stock?<\/p>\n\n\n\n<p>.<\/p>\n\n\n\n<p>Buy our convertible bonds, downside protection , $500M in a 20 minute meeting<\/p>\n\n\n\n<p>.<\/p>\n\n\n\n<p>3 choices<\/p>\n\n\n\n<p>Buy MSTR CONVERT<\/p>\n\n\n\n<p>2x Bitcoin is MSTR<\/p>\n\n\n\n<p>55% premium, 5 years , 0%<\/p>\n\n\n\n<p>5 converts in a single year<\/p>\n\n\n\n<p>.<\/p>\n\n\n\n<p>I love the battle!<\/p>\n\n\n\n<p>.<\/p>\n\n\n\n<p>$1M a coin next year?<\/p>\n\n\n\n<p>$29ARR, 60% ARR, to 20% ARR, 60 vol to 25 vol,<\/p>\n\n\n\n<p>Head wind into tail wind! ***<\/p>\n\n\n\n<p>Always be the stronger capital asset<\/p>\n\n\n\n<p>..<\/p>\n\n\n\n<p>$13M a coin by 2045,<\/p>\n\n\n\n<figure class=\"wp-block-embed\"><div class=\"wp-block-embed__wrapper\">\nhttps:\/\/twitter.com\/saylor\/status\/1859958862260121861\n<\/div><\/figure>\n\n\n\n<p>Saylor as the only man with balls!<\/p>\n\n\n\n<p>Stomach the down runs!<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>$13M a coin &#8212; \u00ef\u00bf\u00bc every bitcoin you don\u00e2\u20ac\u2122t buy today will cost you $13 million a coin in 21 years. \u00ef\u00bf\u00bc<\/p>\n<\/blockquote>\n\n\n\n<p>.<\/p>\n\n\n\n<p>Take the sure gains<\/p>\n","protected":false},"excerpt":{"rendered":"<p>100 vol . Sell the vol, recycle back into Bitcoin . 2x Bitcoin, 2x vol. . Spread, BTC spread . 4.6B ATM, $3B, . 60%, 90% BTC spread 80% BTC spread . Levered Bitcoin position It won\u00e2\u20ac\u2122t go down . BTC will not go to $0 Buy equity we want 2x bitcoin, 2x volatility . [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[17],"tags":[],"class_list":["post-650158","post","type-post","status-publish","format-standard","hentry","category-posts"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/posts\/650158","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/comments?post=650158"}],"version-history":[{"count":1,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/posts\/650158\/revisions"}],"predecessor-version":[{"id":650160,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/posts\/650158\/revisions\/650160"}],"wp:attachment":[{"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/media?parent=650158"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/categories?post=650158"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/tags?post=650158"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}