At current mNAV of 1.80x, $MSTR will have to sell 13,471 BTC-worth of ATM ($1.6b) to generate a 1% BTC Yield. In May this number was around $1b. People just don't understand exponential curves.

$RIOT - Q2 hashcost seem to be pretty much the same as Q1... with a slight improvement. About $37.07 hashcost, vs $37.28 in Q1. Of note is that SG&A remained stable, if you account for the "one-time" write-offs that amounted to $16.3m.. which also were $11.9m in Q1. Hopefully

An article on "cost per coin" and why you see different values all over the place. x.com/penny_ether/st…

I was jacked to the tits on ZQ futures and TLT calls.. kept buying the dip. Today it paid off. Probably time to rewatch the FOMC press conference, with the lens that Powell had access to this jobs report at the time it was given.

For a moment, market priced in >25 bips cut in Sep FOMC.

On Aug 1 at 8:00am Fed Gov Waller released his statement. It basically contained a sneak peak of the jobs report (released 8:30am). If anybody were to read between the lines and infer NFP revisions, they could've made a killing. (Personally, I was asleep.)

Miners stats (June fleet, vs July performance) $IREN: Jun 50 EH/s @ 15 J/TH, Jul ~45.51 EH/s $MARA: Jun 57.4 EH/s @ 18.4 J/TH, Jul ~43.95 EH/s $CLSK: Jun 50 EH/s @ 16.1 J/TH, Jul ~41.95 EH/s $RIOT: Jun 35.5 EH/s @ 21.2 J/TH, Jul ~30.3 EH/s + ~7.5 EH/s (from power credits) =

$CORZ / $CRWV Breaking my moratorium posting about CORZ. My disclosure is that I'm actively trading it with many positions, and they change quickly/daily, so it's very possible you're on the other side of one of my trades. Arb trades are extremely price sensitive and information

Note to self: If the market is ripping, and there is only 1 day left for 13F's to get filed, and a stock is down at 5 year lows, and it looks like it has bottomed out... buy weekly calls.