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"You have to view this through the lens of a fixed income investor who also possesses a deep understanding of Bitcoins monetary architecture. Without the latter its like talking to a wall. Think of it analogously to the long end of the curve the 30-year Treasury. For a fixed income investor price volatility is secondary; what ultimately governs allocation is the stability of the income stream and the credibility of the collateral underpinning the instrument in other words the perceived default risk. MSTR evangelists love to spend countless hours on this At the institutional level particularly"
X Link @DelB0yTr0tter 2025-10-16T02:49Z 2385 followers, 1384 engagements
"I think $MTPLF pref shares are going to be wildly successful. At the current common share price of XXX the B prefs with an embedded call option and a positive carry yield (4%+) compared to a very yen cheap borrow (vs 2%) - are very appealing to me on leverage. 🍿"
X Link @alphafortuna10 2025-10-15T23:16Z XXX followers, XXX engagements
"A fiend recommended a fixed income annuity for retirement - does it make sense for us"
Reddit Link @AngelOfLight 2025-10-15T22:15Z X followers, XX engagements
"Rep. Ritchie Torres defends one of Zohran Mamdani's signature policy proposals in the face of criticism from centrists (and even some liberals):"
X Link @petersterne 2025-10-15T21:52Z 17.3K followers, 10.4K engagements