Andy Constan(@dampedspring):People give @saylor grief for paying too much for BTC. But his alpha has been outrageously good. He convinced idiots to buy $10's of BN's of $MSTR at high prices and high MNAV and sold 15-20BN of debt and preferred at par which are almost all trading at at a discount. $STRC.

Andy Constan

@dampedspring

macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice

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Andy Constan@dampedspring

2026.07.27 20:44

People give @saylor grief for paying too much for BTC. But his alpha has been outrageously good. He convinced idiots to buy $10's of BN's of $MSTR at high prices and high MNAV and sold 15-20BN of debt and preferred at par which are almost all trading at at a discount. $STRC.