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
Joined January 2021
1.5K Following 146.2K Followers
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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