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Pair Trade Update (Patreon)

Published:
2025-06-20 17:13:31
Imported:
2026-06
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TSLA despite all the FUD still outperforming MSTR.

I need MSTR to pump before next swap.

I am hoping we get the latest ME concerns behind us and BTC will pump. Nav Prem on MSTR is 1.68 currently. Treasuries are still coming fit fast and furious.

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Russ T

Yet Tesla is down almost 16% YTD. Zoom out.

Gerry

Does ME stand for Monetary Economics? Thanks

Damo

All about rotations, is what I've learned recently from James. Like SWC.AQ (TSWCF) into COIN.AQ (CINGF) now into the 3rd soon to be 2nd UK biggest HODL listed BTC treasury but with much smaller Market cap, for a nation starved of retail and institutions and pension funds banned from UK listed BTC ETF/P/N's. BTC.L Vinanz rebranded The London Bitcoin mining company getting US help and pending Nasdaq approvals, US OTCQB ticker for now is VINFZ. They have just raised £3.5m and will be announcing BTC buys next week. There CEO Hewie is Crypto native and targets 1000 BTC, and having mined BTC the company understand the approvals and custody issues, and are although two months behind SWC and one month behind COIN, they have mined and purchased BTC already on there balance sheet.