upsilon @upsilonresearch

@david_eng_mba Yesterday (7/2) Bitcoin ETFs had +$221.7M of inflows (after two months of heavy outflows – since $80k mark). While IBIT still continued outflows -$40M (which is still better as it had ca. -$200M since 6/22) x.com/upsilonresearc…

upsilon @upsilonresearch

6 days ago

bitcoin:native etf inflows were positive yesterday (aggr +$221.7M), and highest in 2 months (which was the period of constant daily outflows).

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upsilon @upsilonresearch

6 days ago

and despite that, $IBIT had -$40M outflows (which started on May 7 when BTC traded at $80k)

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upsilon @upsilonresearch

6 days ago

bitcoin:native etf inflows were positive yesterday (aggr +$221.7M), and highest in 2 months (which was the period of constant daily outflows).

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upsilon @upsilonresearch

4 months ago

BTC vs TLT & vs USD. Compare 2021 top.

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upsilon @upsilonresearch

4 months ago

Conversion features also create dilution overhang, and frequent issuances may divert capital from common stock. Consider these dynamics alongside the benefits.

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upsilon @upsilonresearch

4 months ago

Such hedging adds short interest, potentially exerting downward pressure on MSTR's price below its BTC NAV. Non-convertibles can be used in relative value trades among series, amplifying effects.

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upsilon @upsilonresearch

4 months ago

On Strategy's preferred stocks (e.g., STRK, STRF, STRD): Beyond funding BTC strategy, they open doors for arbitrage by sophisticated players. Funds (might?) exploit convertibles like STRK...

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upsilon @upsilonresearch

7 months ago

@dgt10011 @investingdpark @saylor I mean stacking 10k last week where you already hold 660k tells you all you need to know about his conviction. Or/and perhaps he knows something.

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upsilon @upsilonresearch

7 months ago

@dgt10011 @investingdpark @saylor If not Saylor and MSTR, there would have been some other company that would feel the niche for certain funds to get proxy exposure to Bitcoin via equities. However, his conviction wouldn't be matched. Not even close. He's one and only.

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upsilon @upsilonresearch

7 months ago

@tipper_cow18938 @dotkrueger Yes, it's your space. It's anybody's space really.

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upsilon @upsilonresearch

7 months ago

@BitcoinArchive btw. there haven't been any significant new developments on the U.S. Treasury's exploration of budget-neutral strategies to acquire more Bitcoin since Secretary Scott Bessent's clarification in mid-August 2025.

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upsilon @upsilonresearch

8 months ago

@darkside2030 therefore, I wouldn't assume that it was the market who rejected the product (as it usually was well oversubscribed) but perhaps just Saylor frustrated with the lack of the desired effect on common stock

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upsilon @upsilonresearch

8 months ago

@darkside2030 and note that every day the debt was issued, the stock would nuke massively

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upsilon @upsilonresearch

8 months ago

@MacroCRG This. US sessions were very weak recently x.com/upsilonresearc…

upsilon @upsilonresearch

8 months ago

Interestingly selling pressure for BTC takes place during EU and US sessions. Looking at BTC Cumulative Return by Session, Asia is clearly leading. Also BTC is up on 1 year time frame if only Asian session is considered.