Josh Man
@JoshMandell6
Salomon Brothers 90-98
Bond Portfolio Analysis
Government Desk - Long Bond Trader
Derivatives - Short-Dated Options Trading (Head)
Caxton Assoc Hedge Fund
1.5K Following 146.2K Followers
Picked up a couple little piglets from the local livestock auction. What could go wrong with that?
It seems logical to me that Binance will now need to buy the 18,270 BTC which was stolen.
That which doesn't kill Bitcoin only makes it stronger.
Jim Cramer posts "buy" while filling out an application for a job at Starbucks.
"My mNAV brings all the boys to the yard"
Throwback Thursday (10 years ago)
Maybe Jason Calcanis just thinks that an escrow is a blackbird with an S painted on its back
It sounds like they gave Kevin the green light to tighten in December.
"I think we're going to get a strong GDP number for the third quarter. Atlanta Fed is well over 3%."
Treasury Secretary Scott Bessent pushing back on the idea that further rate hikes would be a policy mistake.
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Kevin Warsh (muttering to himself): do not say midterm elections!
@DTAPCAP
Q: There's been essentially no progress toward the 2% inflation target. Why not raise rates today?
KEVIN WARSH: It's a good question
(Note how he never answers it!)
We must interrogate reality. The alternative is just accepting whatever story feels comfortable, and that's how you end up confidently wrong.
Common equity issuance is antithetical to maintaining high Amplification Ratios.
Let the flame on those green candles BURN
The Bitcoin treasury model has evolved. Last cycle, mNAV & common equity issuance drove the engine. That will not be the MAIN driver of returns this cycle.
Strive believes having & maintaining a high Amplification Ratio is THE engine & we want more Horse Power.
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Equity ATMs pressure/restrain stock prices.
Saying you don’t care if a company is selling its own common stock (via ATM) is like saying you don’t care if Satoshi is selling his Bitcoin.
@BritishHodl @GrainofSaltSF @CJ_Bitcoin @PunterJeff
When an FOMC meeting all came down to jawboning, we used to call it the "Federal Open Mouth Committee"
Would have been fun to see Jason vs Freddy Krueger:
@Jason @dotkrueger
Grant just stepped EIGHT years inside of @dotkrueger's offer.
Bitcoin will never break its all-time high again." — Jason Calacanis
Jason, I'll bet you $1,000,000 it will break its ATH. Here are the terms:
Bitcoin hits or exceeds $126,210.50 on or before October 28, 2028, 12PM PST
I’m happy to trust you to pay or if you prefer we can each escrow the dollars with independent party.
The bet is either settled when Bitcoin hits the ATH or on October 28, 2028.
@jason Do we have a bet?
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Teaching her how to ride the bull young.
We're still early!
₿itcoin is roughly 21% above its power law floor, and the floor is rising about 2.5% a month.
Put that in your pipe and smoke it. Or you could secure permanent, unsecured funding with zero refinancing risk and make interest-only payments with no amortization of principal. But that wouldn't be easy.
@Werkman, @PunterJeff, @ColeMacro, @GrainofSaltSF, @BritishHodl, @jameslavish
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@hodlerforlife Our team doesn’t strive for what is easy.
₿itcoin is the hurdle rate.
$ASST @HurdleRatePod
