J
J64 @_J64_
Saturday, May 10, 2025 import

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🧠 “You're swapping your dollars for Bitcoin upside and reduced downside and yield in perpetuity, which is nuts.” After being at Strategy world it was clear that the @Strategy team views $STRK and $STRF as innovate products that can transform the market. @PunterJeff and @hillery_dan made it their mission to showcase the power of these new products on an off cycle live stream via @MSTRTrueNorth. These products are absolutely going to eat the markets from the inside out. Liquidity and adoption will take time to mature. Listen to their conversation to get educated on who these products were built for and how @saylor can leverage them to increase BTC torque. Key segments: 💸 Dual Yield Strategy: Strike offers 8.7% yield—430 bps above Treasuries—plus $MSTR upside, giving investors both fixed income and equity-style returns in one product [00:06:09]. 📊 Portfolio Flexibility Tool: $STRK suits conservative investors seeking yield with growth. Its structure lets you preserve capital while earning and gaining Bitcoin exposure [00:09:25]. ⚖️ Low-Probability Risk Profile: For $MSTR to default, $BTC must crash to ~$14K and stay there. With that event priced at 0.13% odds, $STRK offers asymmetric upside [00:13:01]. ♻️ Flywheel Effect Advantage: $STRK’s popularity helps $MSTR add more Bitcoin, boosting credit quality and yield—creating a cycle that reinforces itself over time [00:21:14]. 📈 Margin Efficiency Play: With 30% margin requirements, investors can leverage $STRK for high yield and MSTR exposure, outperforming many fixed income options [00:47:24].