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It’s time to recruit senior Solana bus devs. Lukso circling the drain appears to be the only roadmap: no users, no key partnerships, not leveraging ETH EVM DNA business cases, unknown transaction speed and costs! Is anyone even employed to do basic competitive intel at lukso!?!
I had the opportunity to sit down in New York for the first time ever LIVE with the Quant Bros @ryQuant and @PunterJeff We covered several topics including inflation, debasement, #Bitcoin, $MSTR, and the digital landscape moving forward. Here's Quant Bros. Episode X: A New…
Michael Saylor explaining the MSTR premium
MicroStrategy ($MSTR) Resource List As Of 17/11/2024 Full Investment Thesis: bit.ly/4hTvG6j QuantBros: @PunterJeff | @ryQuant | youtube.com/@Quant_Bros/vi… General: @Adrian_R_Morris | @Z06Z07 | @BitStrategy21 MSTR Convertible Notes: @BenWerkman MSTR Options: @Danny85732…
This is one of the most important frameworks to master, best studied by the legendary @EmanuelDerman:
Here’s the untold truth about covered call strategies: Often misrepresented as “income” plays, they’re actually short-volatility strategies crafted to lower the cost basis of your long position. But it’s not about blindly selling weekly calls. Success depends on timing key dates…
Made a short demo of the Call Option Performance Tool Version 2 to make the 2 graphs easier to understand. Also improved the spreadsheet: Link to tool: docs.google.com/spreadsheets/d… Youtube: youtu.be/N6dFy-E1W3M
Josh is up 2,700% in a few weeks on $MSTR. He is Yoda, I’m Obi-wan Kenobi and @Danny85732 is Luke Skywalker. Watch his videos!!! I do. Josh, Dan let’s do a space. I’m free tomorrow afternoon.
OK, so I must admit I was not quite bullish enough. When I first posted this trade, I said (and re-iterated in the video below from a few weeks back) that the most optimistic scenario would be for this $30,000 to become worth $750K in two months. Today it closed at $830K.…
It’s doable on the phone but on a computer, you can view it in a better way. I ran a simulation on $MSTR Dec 19, 2025 call with a $380 strike (assuming buy at Friday closing price). It can tell you how the option will perform as the stock moves up. In this example, if $MSTR goes…
Yes but I mean vs the stock. There is the traditional Breakeven (strike + premium cost). Then there is what is beyond that. There’s a stock price where you’d be well above Breakeven but only return exactly the same % as the stock. That pivotal price is important. My tool…
This is important for 2 main reasons. 1. The breakeven price for an option just isn’t enough information. Any breakeven price means you also underperformed the stock itself. Fail. 2. It’ll let you know what price target is necessary to outperform the stock enough to justify…
Spent a couple of hours today and built a google sheets tool for checking how much a stock option could outperform the stock itself. So, if the stock doubling would be a 6x for the option, the option really just did a 3x vs owning the stock. Enjoy. docs.google.com/spreadsheets/d…
$MSTR I learned my approach from a legend, Stanley Druckenmiller: Stay emotion-less and live 18-24 months in the future. 🫡
The latest @BenWerkman analysis says if MSTR hits 83B market cap, they’ll get 1B in inflows for the QQQ. (We’re at 68B today so I’d say 80 by EOM is a good possibility) @PunterJeff thinks here that 30m inflows will move market cap by 5B, So 1B is roughly just over 30x that. So…
$MSTR order book still incredibly thin. Appears more blue sky ahead $30.2M of buy side volume would increase the market cap by $5.5 Billion A 185x multiple on dollar flows If $MSTR is added to $QQQ, we may see > $500 million of passive dollar flows
OK, so I must admit I was not quite bullish enough. When I first posted this trade, I said (and re-iterated in the video below from a few weeks back) that the most optimistic scenario would be for this $30,000 to become worth $750K in two months. Today it closed at $830K.…
When Josh posts a video I STOP and watch it 3-4 times. GOAT @Danny85732 @PunterJeff @ryQuant @BenWerkman @TimKotzman @VetteVector @dgt10011 @tadtweets
I thought I might as well drop some alpha over here... Enjoy!
GoS $MSTR Treasury Strategy, investing history, options recorded! First 40minutes are a must listen. $MSTX $MSTU @VetteVector @Danny85732 @ryQuant @PunterJeff @thebitcoingal @tadtweets @ActuallyClimber @vivalavidaja @30flygirl1 @BenWerkman @ToxicBTC21M @MSTRTrueNorth
Shopping for $530 strike $MSTR options done. Now surgically filling in the barbell end of my ladder, that I did not have. My $MSTU & $MSTX were loaned out, so I could not redeploy same day, because they have to get the shares back from the market maker. That $500K will have to…
I did NOT buy $1M in $MSTR options. I exited all $MSTX and $MSTU options. Ok returns, but not as good as R options. I still hold plenty of U and X spot and $MSTR. $300 calls were in brokerage account, and $530 in IRA. Risk management 😎. I'll wait till after earnings to load up…
Shopping done for $MSTR options. I did some clean up. Deployed $500K (new) today, $6.05M total in IRA account. Got a nice stack of $MSTR and options in brokerage also. Basically, I'm wide and deep. #NFA #DYOR @Danny85732 @JoshMandell6 @PunterJeff @ryQuant @thebitcoingal…
GoS $MSTR Treasury Strategy options. #NFA #DYOR @tadtweets @PunterJeff @ryQuant @thebitcoingal @BenWerkman @TimKotzman @Danny85732 @JoshMandell6 @ActuallyClimber @dgt10011 @fundstrat @JSeyff @EricBalchunas @VetteVector @MSTRTrueNorth @BritishHodl @dotkrueger
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