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@hillery_dan Avatar @hillery_dan Dan Hillery

Dan Hillery and others are discussing a new financial product, Strive, which offers a preferred equity investment in Bitcoin credit. This product is seen as a game-changer, providing a stable fixed income with investor protections, and potentially driving Bitcoin's growth. The product's launch is considered a significant development in the Bitcoin investment landscape.

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Social Influence

Social category influence cryptocurrencies #1969 finance XXXXX% stocks XXXXX% currencies XXXX% technology brands XXXX%

Social topic influence strk #4, $mstr #26, $strd #2, bitcoin #662, $strk #2, mstr #23, $strc #5, products 5.88%, long term 3.92%, if you XXXX%

Top accounts mentioned or mentioned by @wubbabtc @z06z07 @benjaminstongmd @strategy @truenorthclips @fly_over_guy @therealplanc @mattxh @gratiattitude @cryptodonalt @orangepill @saylors @tesla @saylor @bloombergtv @nick_the_fish_ @everymegawatt @datacentertog @moneyandhonor @_timgeb

Top assets mentioned Strategy (MSTR) Stride (STRD) Bitcoin (BTC) Strike (STRK) Strategy Incorporated (STRF) iShares BTC Trust (IBIT)

Top Social Posts

Top posts by engagements in the last XX hours

"Interesting how the use of BTC derivatives keeps being mentioned"
X Link 2025-12-01T15:21Z 20.6K followers, 3019 engagements

"Let's reshare this group again with people. I really want good arb and trading strategies or just risk models from others who may be interested in these prefs"
X Link 2025-12-08T15:24Z 20.6K followers, 3849 engagements

"Wed Oct XX 2025 1) Hedge Fund Performance 2) Fed Funds Target & Mortgage Rates 3) Russel 2000 and PMI's 4) AI CapEx effect on PMI's and inflation 5) BTC long term trend supported by hash rate"
X Link 2025-10-22T20:48Z 20.6K followers, 12.4K engagements

"This is a great point. If that div doesn't get paid pretty much the company would be announcing it's insolvency which I don't see happening with a BTC price above $1000"
X Link 2025-11-28T19:46Z 20.6K followers, 7485 engagements

"BTC is not going to 50k here unless another major major black swan"
X Link 2025-11-28T22:21Z 20.6K followers, 11.5K engagements

"I like the analysis but subtracting out the convertability of STRK the cash on cash STRK yield is XXXX% very close to that of STRD. So if you hold MSTR & STRD I would argue just hold STRK since you get pretty much same weighted cash on cash yield but with cumulative divs which carry much much more weight if Strategy gets rated"
X Link 2025-11-29T19:41Z 20.6K followers, 12K engagements

"Because there is more principle appreciation that is effectively BTC beta. If you want almost BTC like upside for the next XX% move STRD is a good buy"
X Link 2025-12-01T16:55Z 20.6K followers, 4227 engagements

"Wow this is evidence that USD Reserve was just an amazing proof of concept for Tradfi. Assets denominated in USD are easier to understand for some"
X Link 2025-12-02T16:40Z 20.6K followers, 13.3K engagements

"Totally disagree. AVG STRF and STRK cash on cash yield then find market's appetite for these products and I expect spreads to decrease for these two products and IMO just natural hedging between STRC and STRK will push STRC yield lower"
X Link 2025-12-05T21:31Z 20.6K followers, 7940 engagements

"For a long time moving forward people will compare strategy prefs to covered call etfs and other BTC products that offer yield. I believe that over time people will come to realize that principle preservation is the name of the game when it comes to these income products and the prefs are already proving themselves"
X Link 2025-12-08T02:35Z 20.6K followers, 9306 engagements

"Agreed. Now that the MNAV is sitting around 1X and people (institutions) are comfortable with the idea that the equity will hover around X MNAV balance sheet expansion near book value is a good tactic"
X Link 2025-12-08T15:21Z 20.6K followers, 14.8K engagements

"For example let's say it's X years down the road Strategy has never missed a dividend payment on any of the Prefs. The vol of STRC is X. People are not going to analyze the product the way they do today. The effective div rate will likely be X% or lower and people won't think twice about settling in it"
X Link 2025-12-08T21:19Z 20.6K followers, 8051 engagements

"It's extremely encouraging to see the stock react positively to this news even at levels near 1x MNAV. This is a sweet-spot imo. If they can keep cranking common lever at 1.15MNAV without falling below book value it expands the collateral for the prefs which are starting to look like they will eat the world. It's a big idea"
X Link 2025-12-08T21:18Z 20.6K followers, 28.5K engagements

"People underestimating the amount of Upside + attractive yield in the meantime for STRK IMO"
X Link 2025-12-08T15:44Z 20.6K followers, 5512 engagements

"I actually think it was prudent to sell STRD at these prices. While the current cost of capital to STRD is in fact high STRD carries significantly less risk for the common holder and I believe it will be the defacto instrument to take acceptable amplification ratio from XX% to 40%"
X Link 2025-12-08T17:40Z 20.6K followers, 4384 engagements

"IMO one of the best models for understanding BTC price probabilities moving forward. It has been historically very accurate even with only data up to 2019"
X Link 2025-12-08T00:49Z 20.6K followers, 109.5K engagements

"The "Secured Loans" portion of Tether's treasury reserves is extremely interesting. These could be any form of secured convertible note backed by Bitcoin (there actually aren't that many out there so unlikely). However what this demonstrates is the beginning of the emerging BTC Structured Product Industry. With larger financial institutions chopping and slicing BTC volatility up and dishing it out in a package to customers there will be many many flavors of "BTC Credit." This is why I think people are underestimating the importance of Strategy and their BTC preferred products"
X Link 2025-12-11T22:23Z 20.6K followers, 2246 engagements

"Cash reserves are mostly for credit rating agencies and an attempt to demonstrate resilience of fixed income products to bring down yields"
X Link 2025-12-01T16:56Z 20.6K followers, 6046 engagements

"And when it becomes the stock the moving liquidation preference makes it theoretically more valuable than the stock"
X Link 2025-12-11T02:52Z 20.6K followers, 11.5K engagements

"Cool portfolio construction idea. I think there are infinite risk/reward portfolios you can construct with these preferred equities"
X Link 2025-12-11T21:55Z 20.6K followers, 10K engagements

"Hedge Fund Operations Respecting Investors Positive Outlook for 2026"
X Link 2025-12-12T04:06Z 20.6K followers, 2599 engagements