Enea₿⚡️
@EneaDenkt • 3,282 subscribers
MSTR / GME / MTPLN / ALTBG / Data Nerd / Investor / Optimizing options through https://t.co/4meEEqj7y7!
Videos
![Here our yesterday's great chat with Adam Back , Alexandre Laizet ⚡️ , and Valentin Kosanovic about The Blockchain Group — the first European Bitcoin Treasury company! 🎙️ I admit it. After this call, I’m even more bullish! Here are some key takeaways from our conversation that make The Blockchain Group one of the most compelling bets in the BTC Treasury ecosystem right now 👇 1⃣They’re the first public company in Europe actively optimizing for BTC Yield. They don't just hold BTC on the balance sheet, they officially follow Saylor’s playbook and Metaplanet's steps with remarkable clarity: "Buy as much Bitcoin as possible, as fast as possible, in the most accretive way possible." Their goal? 1% of all BTC supply — a strategy that, as Alexandre Laizet ⚡️ (Deputy CEO Bitcoin Strategy) put it, could position them as Europe’s largest publicly traded company, with a market cap between €210B and €420B. 2⃣Key strategic Bitcoin investors. Behind ALTBG there are some of the strongest pioneer investors in the ecosystem: - 🚀Adam Back Adam Back in person has a significant stake (possibly growing to 16%) - TOBAM, the €2B French asset manager with BTC exposure since 2017 - UTXO Management, the Bitcoin Ecosystem Fund behind players like Kraken Exchange and Unchained - Fulgur Ventures, the largest BTC-native VC fund ...and more. 3⃣Skin in the game. Their executive team has serious skin in the game — they currently hold 12.5% of the shares ready to dilute their own stake with the new capital increases to scale Bitcoin accumulation and increase BTC per share. 4⃣Located in the Bitcoin capital of Europe: Paris. They benefit from close alignment with the most progressive European financial regulators! 5⃣A tool for Tax Efficiency. For French investors, ALTBG is accessible through the PEA tax wrapper, which makes them one of the most tax-efficient ways to gain Bitcoin leveraged exposure in Europe. 6⃣A broad variety of financial instruments to support acquisition. They’re calling a General Assembly on June 10 to expand their capital acquisition capacity to €10 billion. This will enable them to scale Bitcoin purchases through: ✅ Private Placements in Equity (already in use) ✅ BTC-Denominated Convertible Debt (already in use), a true innovation for BTC Treasuries to attract capital from wealthy BTC holders. ✅ Stock Acquisition Rights for retail investors (already in use) [Soon] Traditional Convertible Debt in fiat (planned) [Soon] Public Offering Authorization (pending approval) $ALTBG is quickly emerging as one of the most ambitious Bitcoin treasury strategies in Europe — and possibly the world. Definitely one to watch.👇 #Bitcoin #ALTBG #BTC #BitcoinTreasury #Europe](https://image.24vids.com/tw-1923005972034761001/amplify_video_thumb/1923003505574309888/img/3n7IP5DP-ZoVBK4v.jpg)
Here our yesterday's great chat with Adam Back , Alexandre Laizet ⚡️ , and Valentin Kosanovic about The Blockchain Group — the first European Bitcoin Treasury company! 🎙️ I admit it. After this call, I’m even more bullish! Here are some key takeaways from our conversation that make The Blockchain Group one of the most compelling bets in the BTC Treasury ecosystem right now 👇 1⃣They’re the first public company in Europe actively optimizing for BTC Yield. They don't just hold BTC on the balance sheet, they officially follow Saylor’s playbook and Metaplanet's steps with remarkable clarity: "Buy as much Bitcoin as possible, as fast as possible, in the most accretive way possible." Their goal? 1% of all BTC supply — a strategy that, as Alexandre Laizet ⚡️ (Deputy CEO Bitcoin Strategy) put it, could position them as Europe’s largest publicly traded company, with a market cap between €210B and €420B. 2⃣Key strategic Bitcoin investors. Behind ALTBG there are some of the strongest pioneer investors in the ecosystem: - 🚀Adam Back Adam Back in person has a significant stake (possibly growing to 16%) - TOBAM, the €2B French asset manager with BTC exposure since 2017 - UTXO Management, the Bitcoin Ecosystem Fund behind players like Kraken Exchange and Unchained - Fulgur Ventures, the largest BTC-native VC fund ...and more. 3⃣Skin in the game. Their executive team has serious skin in the game — they currently hold 12.5% of the shares ready to dilute their own stake with the new capital increases to scale Bitcoin accumulation and increase BTC per share. 4⃣Located in the Bitcoin capital of Europe: Paris. They benefit from close alignment with the most progressive European financial regulators! 5⃣A tool for Tax Efficiency. For French investors, ALTBG is accessible through the PEA tax wrapper, which makes them one of the most tax-efficient ways to gain Bitcoin leveraged exposure in Europe. 6⃣A broad variety of financial instruments to support acquisition. They’re calling a General Assembly on June 10 to expand their capital acquisition capacity to €10 billion. This will enable them to scale Bitcoin purchases through: ✅ Private Placements in Equity (already in use) ✅ BTC-Denominated Convertible Debt (already in use), a true innovation for BTC Treasuries to attract capital from wealthy BTC holders. ✅ Stock Acquisition Rights for retail investors (already in use) [Soon] Traditional Convertible Debt in fiat (planned) [Soon] Public Offering Authorization (pending approval) $ALTBG is quickly emerging as one of the most ambitious Bitcoin treasury strategies in Europe — and possibly the world. Definitely one to watch.👇 #Bitcoin #ALTBG #BTC #BitcoinTreasury #Europe
Enea₿⚡️21,915 Aufrufe • vor 1 Jahr
BIG NEWS! 🚀 What better day for this?! I'm launching - a platform for MSTR Options data visualization! 📊 After receiving so much positive feedback on my data viz, I decided to build a tool that lets you independently explore your own MSTR options data in just a few clicks! In the video below, I cover: 🔹 What is this platform going to be? Plot price, premiums, % gains, Greeks, IV, and more. Compare different contracts and run deep dives. 🔹 When is it going live? The Beta launches on March 31st! 🔥 I'm going to build FAST and IN PUBLIC. Stay tuned and sign up for early access! #Bitcoin #MSTR
Enea₿⚡️19,610 Aufrufe • vor 1 Jahr
Mastering MSTR Implied Volatility & MARKET SENTIMENT. What are high return players currently doing? I know Josh Man is packing his bags before the Ides of March, and Jeff Walton scooped up some July $500 Calls last week. Not to mention Grain of Salt and Dan Hillery. I know they are bullish! That's why in this video I explore this question: what is IV and what does it tell us about Q4 MSTR's Price rally and recent slowdown? Topics: - Understanding Implied Volatility (IV) and its insights - Market Sentiment Shifts: Q4 MSTR Rally vs. Recent Slowdown - Current Market Expectation of MSTR future price movements P.s. skip to minute 1:20 if you are already very familiar with IV. Also, this is NOT financial advice. I just look at data and describe what I see to guide my option decisions. #MSTR #Bitcoin
Enea₿⚡️18,502 Aufrufe • vor 1 Jahr
MSTR is down 50% — and that’s exactly when the best setups are born. Markets are shaky, but cracks like these open the door to explosive upside when the bounce hits. If you're bullish MSTR long-term and want to play the bounce with Calls, this is for you 👇 I break down: 💥 Far OTM vs Near OTM call options 📈 Historical scenarios where cheap contracts delivered better and massive % returns 🤯 Why strikes that never even hit ITM can outperform those that did It’s all about convexity and the power of explosiveness - small bets, asymmetric upside.
Enea₿⚡️12,595 Aufrufe • vor 1 Jahr
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