Dan Hillery
@hillery_dan • 23,232 subscribers
Bitcoin Structured Products https://t.co/CpFYh9U9e1
Videos
STRC will push Bitcoin into an Exponential - STRC trading volume decouples from MSTR, IBIT, & Bitcoin. - STRC's Shelf Registration and ATM are novel. All other variable rate prefs have been benchmarked to SOFR. Strategy's unlock was letting the market set STRC's interest rate. - SPY Risk > STRC Risk? - Leveraged STRC is the high performance application. - Leveraged STRC will breed the STRC PUT market. - Selling STRC Puts gives anyone access to institutional leverage.
Dan Hillery96,068 Aufrufe • vor 4 Monaten
$MSTR and $ASST will perform at multiples of Bitcoin over the next 15 years. - The Bitcoin bottom was $60k. - Strategy as The Bank of England. - $ASST 150-200x & 2.6X BTC/Share - current amplification over 15 years. - $MSTR 150x & 2.2X BTC/Share -current amplification over 15 years. - Pre Market Trading on $STRC's ex-dividend date is when all the selling happens. Lot's of SATA pre market trading volume.
Dan Hillery48,268 Aufrufe • vor 2 Monaten
Buck was shut down, but $STRC is the king of Stable Coins. 0:00-17:45: Skip for Bitcoin only commentary People will lever STRC on-chain 10:1 using Morpho 🦋 & Aave (That's Bitcoin demand). 17:45-32:54: Josh Man and I are selling calls below Bitcoin's power law floor. Sminston With 👁's Power Law cost of production. Bitcoin and MSTR's Implied Volatility Charts. I'm levering spot, not buying long calls.
Dan Hillery61,000 Aufrufe • vor 3 Monaten
EMERGENCY MARKET UPDATE Boss, I'm tired. $STRC is on Fire, Will it Re-peg to $100?
Dan Hillery21,074 Aufrufe • vor 1 Monat
Bitcoin to $250k while Institutions Flip Bullish True North - $MSTR to $1,000/share in 2030. - Power Laws result in Exponential Returns. - Options payout on $ASST relative to holding the equity; allocating risk capital. - 2026 Macro Outlook: All roads lead to financial repression, bonds lose. - Cash Book: Selling insurance on MSTR and ASST is the best way to collect premium along the power law trend, 50% annualized. "The collateral is as valuable as its utility (store of value) + the products built on top of it."
Dan Hillery31,330 Aufrufe • vor 2 Monaten
Bitcoin's Bear Market is Over $STRC - The New Bitcoin Existential Risk Rate STRC/MSTR Volume - STRC's Real Growth Rate $16B-$40B of STRC Capacity with no MSTR Issuance Cost of Production Power Law supports $100B's of STRC issuance - MSTR ATM was FRONT LOADED It's now a waiting game since $STRC is selling itself.
Dan Hillery36,557 Aufrufe • vor 3 Monaten
STRC bi-monthly dividend & Institutional Signal - The market wants a high yield money market, something different than any equity or fixed income instrument that exists today. - This only works because Bitcoin is a closed system. - Phong Le: “We think one of the big opportunities of STRC is to borrow against it” - So long as STRC's market cap continues to grow, i.e. more buyers than sellers, there will exist an overnight arbitrage on the ex dividend date greater than the 11.5% annualized return of STRC. - This video scratches the surface of how STRC will price and what the liquidity will look like in a rising Bitcoin and STRC market cap environment.
Dan Hillery35,213 Aufrufe • vor 3 Monaten
$STRK to perform on par with $MSTR up to $650/Share? First, a few of the differences between preferred and common equity. Next, I highlight the potential price appreciation of STRK if MSTR appreciates and the credit spread tightens closers to that of the converts. (*Different than the converts, but similar enough for a thought experiment)
Dan Hillery74,472 Aufrufe • vor 1 Jahr
Buck Buck is the world's first Savings Coin. In my presentation at Bitcoin For Corporations at Strategy World 2026... I explain how $STRC is powering Buck to solve the 0% yield problem for the 300B+ Stablecoin market. Yet another use case for Digital Credit Michael Saylor. TIMESTAMPS: 0:00 — Intro 0:29 — Bitcoin's 10x Securitization Speed 2:01 — The 4 layers of Bitcoin capital markets 2:52 — STRC, the most important security in Bitcoin 4:08 — Hal Finney & Michael Saylor : the "Digital Money" thesis 4:49 — Buck: A Savings Coin backed by STRC 6:51 — Buck's treasury (STRC + USDC buffer) 7:46 — $1 of Buck = $1 of Bitcoin
Dan Hillery32,843 Aufrufe • vor 5 Monaten
Updated 2025 MSTR BTC Acquisition Model. Free Downloadable File attached. (MSTR Damage Control) Updated Price targets. MSTR's BTC acquisition is more aggressive than people realize. "People tend to overestimate what will happen in the short term, and underestimate what will happen over the long term." Compounding BTC/share is the edge that we are trading on, and for that to take effect, it will take time.
Dan Hillery63,279 Aufrufe • vor 1 Jahr
Clawing Back Millions - MSTR Options Portfolio Review. Taking up the mantel for Josh Man (I'm not half the trader he is, but I'll at least keep the flame burning) I have been slightly refining my approach. In this video I review my Options Portfolio (a subset of my overall portfolio), where I trade MSTR Options. Bitcoin Treasury companies are the ICO's of this cycle. Things will only get crazier.
Dan Hillery43,583 Aufrufe • vor 1 Jahr
