Always use a 10 year timeframe. Volatility magically disappears. Volatility is only a problem for people focused on the short term.

The ones in the bottom left are the real ones.

$MSTR Preston Pysh Michael Saylor Why always 0% converts? Seems like there is enough demand to issue negative interest and get paid on these?

Did anybody work out the unit economics for these convertible bond deals? $3B * 150% = $4.5B cost of equity vs $3B * ~30% CAGR BTC for x years. Is this the right way to think about this?

$MSTR Issuing bondlike instruments to buy Bitcoin is a great product, capturing regulatory arbitrage of all sorts. But why is an ATM issuance better for me as a shareholder than selling MSTR, capture the NAV premium and buy BTC myself? Jeff Walton

Google makes you search through the search results. Only to having to search again on the actual web page while wading through a bunch of ads and irrelevant shit. It's a horrible experience compared to LLMs.

FREEDOM!!!!

Ross is free. Bitcoin is over $100k. Ethereum is falling apart. I USED TO PRAY FOR TIMES LIKE THIS

This guy has never read Rothbard.

Communist reaction. Bring back free trade and freedom of choice. Fuck all these statist clowns

Sure, what could go wrong.

$ETH seems to be really running out of pivots right now.

These guys are never selling and I'm here for it. 🍿🍿