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Published 29 Jun 2026, 13:37 UTC · fetched 20 Oct 2026, 08:29 UTC
kook
@KookCapitalLLC
Quoting · 27 Jun 2026, 22:46 UTC · context given to the AI
i unironically think $strc is a generational buy here bottom is in + youre getting ~17% effective dividend yield also its a return of capital dividend ie no tax (lowers your acb youll have a bigger cap gain when you sell) i built a position avg is in the 70s willing to add more also wrote some monthly puts $60 strike strategy has over $50 billion in assets and only $8 billion in liabilities even at this bitcoin price good entry on a great high yield assetlooks like i was right about $strc gg > usd reserve policy > dividend increase to 12% of par valute > digital securities repurchase program $strc is saylors top priority clearly after bottom-ticking a huge bag im enjoying ~20% effective yield on the dividends and the dividends are tax free (roc) btw i published this call w the complete thesis in my private community time to join https://t.co/WrK5Z3Me5aView original on X ↗
Deterministic: the same prices and policy always give the same result
unresolved Price missing or stale within toleranceNo price is estimated or interpolated. The outcome stays unresolved until a valid observation exists.
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