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Kenny Webster
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NVDIA should buy bitcoin as a hedge to their GPUs resale while depreciating.
@PunterJeff @dgt10011
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This is my on-chain quant. lol thanks for the interview with @_DannyKnowles @_Checkmatey_ ! Always calms my nerves listening to your takes!
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@chcbearsfan hey it would be great if MNAV with ADSO could be added to the CEBE tracker. I see @RoaringRagnar’s last stats tracking it show MSTR is trading at like a 0.73x level.
I’m unsure whether MSTR or MPJPY is cheaper at the moment lol and I have a pay check to invest 😅
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This is what I’m referring to @chcbearsfan
Key Metrics of Bitcoin Treasury Companies – July 13, 2026:
$MSTR, $MPJPY, $ASST
Key takeaways:
- Strategy increased their USD Reserve to $3.0 billion, and now has 1.70 years of dividend coverage
- Strive increased their dividend coverage to 1.95 years
- Metaplanet generated 6.6% BTC Yield in Q2 and is now at 9.6% YTD
- Metaplanet grew their Bitcoin stack by 7.03% in Q2
- Strive generated 27.3% BTC Yield in Q2 and is now at 67.6% YTD
- BTC Yield for Strategy is trending down but still at 6.6% YTD
- Strive ADSO mNAV is still at 1.12x (= they are the only ones with an accretive ATM program)
Link to complete spreadsheet (way more detailed than the screenshot): docs.google.com/spreadsheets… (use "File > Make a Copy" to download & edit)
Follow me @RoaringRagnar to not miss any updates.
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I just signed up for TBL Pulse. WOW
Amazing dashboard and I can’t wait to dig in!
Amazing work @timevalueofbtc and @TheBitcoinLayer team
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So… by the time SATA and STRC have a 3 year track record:
- They will have will have survived a bitcoin bear market
- Made every dividend payment on time
- Have shown ratings agencies that they are willing to sell bitcoin
- Basel will have made favourable changes in how Bitcoin is treated
And we’ll be able to buy MSTR and ASST at near or below a MNAV of 1.0 over the next little while?
This is going to be life changing to those paying attention AND acting on it.
@AdamBLiv @saylor @PunterJeff @ColeMacro @CJ_Bitcoin
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I think MSTR is having trouble getting shareholders to vote. Meaning that STRC may not end up moving to semi monthly dividends after all
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Hey @hillery_dan here’s an idea:
Amplified MSTR
Short 30% BIL
Long 130% MSTR
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December 9th, 2026 we will be 500 days prior to the next halving. A point where OG Bitcoiners who are still attached to the 4-year cycle will start accumulating Bitcoin again.
This, growing bitcoin adoption by institutions and sovereigns, and the proceeds from digital credit sales (STRC, SATA, etc) will PUMP bitcoin into it's next parabolic run.
DCA guys... DCA like a mad man
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THIS BEAR MARKET WILL PROVE TO BE THE MOST BULLISH ARGUMENT FOR THE PREFS. AS THE DEMAND FOR PREFS SCALE POST SURVIVING A BITCOIN BEAR MARKET UNSCATHED, SO DO THE BITCOIN BUYS. AS DIAMOND HANDS CONTINUE TO GROW THEIR HOLDINGS, THE BITCOIN SUPPLY IN CIRCULATION DECREASES. BITCOIN APPRECIATES. STRATEGY DICTATES WHETHER THEY WILL REDUCE STRC'S DIVIDEND RATE, MEANING THE USD RESERVE MONTHS OF DIVIDEND COVERAGE INCREASES, MEANING MORE MONEY AVAILABLE FOR BITCOIN BUYS - OR - STRATEGY INCREASES IT'S AMPLIFICATION RATIO. YOU ARE NOT BULLISH ENOUGH - NOT EVEN CLOSE
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Day 1: 1 USD = 158 JPY
Metaplanet’s Mercury coupon is 4.9% (denominated in JPY)
On day 1, the coupon is the same in USD and JPY
JPY devalues 2% in one year
1 year later: 1 USD = 161 JPY
On 1,000 USD, our $49 debt owed is now effectively $20 once you account T for the JPY devaluation.
METAPLANET’S LIABILITIES PERPETUAL PREFS DIVIDENDS BECOME CHEAPER IN USD TERMS BY 40% EVERY YEAR ASSUMING A CONSTANT 2% ANNUAL JPY DEVALUATION!!!
40%!!!!!!!!!!!!
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@AdamBLiv thank you for bringing this to light!!!
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I don't check the mempool frequently... But is it often that blocks get found 2-3 minutes apart?
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Get ready for $40,000 bitcoin in 2026 and $800,000 bitcoin in 2027.
The model presented in this video is much more accurate than the 4 year cycle.
Next blow off tops estimated to be in 2027 and the next after that is 2047.
Worth a watch.
piped.video/hzN7sCO0maY?si=zIzc…
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