Flood 的 X Spaces 播客合集
2 期 Spaces · 免费试听 / 下载 / AI 转写与摘要
Comfy Sunday Spaces v30 - Victory Lap + Q&A
Comfy Sunday Spaces v27 - Jane 15B loss, STRC, CFTC, BTC VOL
Speaker explains Saylor's STRC—a 12% yield preferred funding Bitcoin buys—and argues panic to 70 cents was overblown, making it a great trade. - STRC is a perpetual preferred offering paying ~1% monthly (12% annual) yield in-kind, usually taken as a lower entry basis for tax efficiency. - Saylor and MicroStrategy issued over $10B (up to ~$13B) of STRC and immediately used the proceeds to buy Bitcoin, effectively running a 1.2x leveraged long. - The instrument is a way for large institutions (Fortress, PIMCO) to supply leverage to Saylor; default would be catastrophic for his credibility, making it very unlikely. - Recent volatility hit when Interactive Brokers changed margin requirements, forcibly unwinding "STRC looping" trades; the price fell from ~98 to 70–73 cents, triggering panic and false Terra Luna comparisons. - The speakers averaged down in the high-80s, felt uncomfortable at 70, but ultimately saw it as a great trade because the core bet is simply on Saylor's willingness to honor the debt. - Key lesson: differentiate the financial instrument from the brand, distribution channels, and AI/hype — the underlying game theory matters more than the noise. Conclusion: Treat STRC as a leveraged credit trade on Saylor's credibility, and use forced-liquidation or panic dips to accumulate — if you believe he will never default.
关于 Flood 的 Spaces 合集
Flood 在 X(原 Twitter)上主持的 Spaces 音频空间已由 IFY Hub 收录归档。本页共收录 2 期内容,包括直播回放、访谈、圆桌讨论与 AMA 等多种形式。所有音频均可免费在线试听,注册用户可下载存档,并自动生成 AI 转写文字稿与内容摘要,方便快速回顾、引用与二次创作。
Spaces 是 X 平台上易消逝的音频内容——直播结束后回放通常仅保留有限时间。IFY Hub 的自动归档管道持续发现、审核并保存高价值 Spaces,让 Flood 的精彩内容不再随直播结束而消失。您也可以订阅上方 RSS 链接,在任意播客客户端(Apple Podcasts、Spotify、小宇宙等)第一时间收到新收录的节目。
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