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![AdamBLiv Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1881193918206758912.png) Adam Livingston [@AdamBLiv](/creator/twitter/AdamBLiv) on x 47.1K followers
Created: 2025-07-09 17:01:36 UTC

MACRO COMPARISONS – Why This Crushes “Normal” Investing

STRK-HELOC spread: +1% nominal carry (8% – 7%) which is roughly –3 % real after CPI ~4%, until conversion triggers a +50% capital gain; has an embedded equity kicker (0.10 MSTR per STRK share).

10-Year U.S. Treasury: XXXX% nominal yield ≈ less than X% real yield after inflation; no equity kicker.

Rental property: X % cap rate ≈ X % real yield; equity only grows with slow appreciation.

Plus, I hear the HVAC system dying now.

S&P XXX index: XXX % dividend ≈ –2.4 % real yield; pure fiat-system beta.

STRK is the only line mixing current income, asymmetric upside, and direct Bitcoin linkage.

Or, you could continue letting your capital ROT with your decrepit bungalow.

![](https://pbs.twimg.com/media/GvblWIAXgAElTNf.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942992546617086387/c:line.svg)

**Related Topics**
[strk](/topic/strk)
[mstr](/topic/mstr)
[capital gains](/topic/capital-gains)
[inflation](/topic/inflation)
[investment](/topic/investment)
[macro](/topic/macro)

[Post Link](https://x.com/AdamBLiv/status/1942992546617086387)