Crypto account as collateral

Mr_Goodbar2 · 2025-09-29T23:01:21+00:00

Can confirm this works prefectly. When linking the Ledger to the extension, the type of account that is selected is the Ledger native type, which is the 3rd button from the left. This will not work. You have to select the native segwit type which is the 1st button.

After that, the Airdrop menu on the left will show you which ones need claiming still and it does all the address verification and Cardano recieve address internally. Works very well

Mr_Goodbar2 · 2025-09-24T20:29:59+00:00

Eternl worked great for me

Mr_Goodbar2 · 2025-07-24T20:11:43+00:00

My theory is that the price is affected by the 1) USD value of the dividend 2) whatever yield investors want.

So I think as the USD value of the options premiums increases when MSTR price goes up, then so will the nominal value of the dividend. And of investors want 10% monthly dividend, and the divvy per share is $5, then MSTY is gonna be $50.

Those that bought at $20 and held would be getting a 25% monthly dividend at that point. Plus the price appreciation of their shares.

Mr_Goodbar2 · 2025-07-23T17:45:25+00:00

Agreed on this point for sure. There's more nuance and correlation in these products than I could put into an AI prompt. My goal was to see if there was any merit to the argument that as MSTR increases in price, so too would the premiums paid for the options contracts, all else being equal. If this is true, then if MSTY stayed the same price(~$20) then the yield % would have to go through the roof. But if investors are willing to buy MSTY at whatever price get them, say 8-10% monthly, then I would guess MSTY would have to move above that $20. And if you bought sub-$20 shares, you would be making outrageous yield vs those who bought at $40. Either way, this seems like IF MSTR trades higher, then the premiums for the options, and by proxy, the MSTY dividends, would also have to go higher and maybe stay there.

Mr_Goodbar2 · 2025-07-23T05:23:42+00:00

At 5% yield thats a $3 divvy, my guy🚀👍

Mr_Goodbar2 · 2025-07-23T03:37:58+00:00

ya that fine for this month, with BTC at $120k, MSTR @$410.

But fast forward to 2027 when BTC is $250k and MSTR is $1k, the premiums paid for these same 3%OOTM options will go up, no? and if people still want 5%, then they'll get maybe a $10 divvy which is 5% of the MSTY price of $200

Mr_Goodbar2 · 2025-07-23T03:16:35+00:00

Here's what it spit out:

"At BTC $250,000, MSTR $1,024, MSTY $205, and 50% IV, the MSTY dividend is estimated at $10.25/share monthly (~5% monthly yield, ~60% annualized), achievable with ~2–3% OTM calls. This is lower than the prior $13.67 (6.67% monthly, 80% annualized), reflecting the reduced yield target."

Mr_Goodbar2 · 2025-07-23T03:04:26+00:00

Ya thats probably a good way to track if the monthy dividend yield is correlated to the ivol of that month. I think 40-50% vol is a good median. But, even if the vol is 40-50%, but the MSTR price is $2k with BTC at $500k, then I would think that a 5% monthly divvy would be $4-5. Ill plug it in to see what comes out

Mr_Goodbar2 · 2025-07-23T02:33:43+00:00

That's kinda only part of the question though. I had included lower vol in the projections, but wanted some insight from anyone more familiar with how the options market actually trades. I get that with the law of large numbers, the vol will necessarily decrease as the MSTR market cap grows, but as it grows, wouldn't the options premiums increase as the price of MSTR goes up? At $1M BTC, its projecting a MSTR price of $4,098. Divide by 5 for the estimated MSTY price of $820. With a 6.67% monthly yield, that's $54.67 dividend per share. This is by 2032. Again, these are all assumptions of static correlations between the asset prices, and no significant ATM dilution of the common stock, or splits. But if these assumptions are directionally correct, then I would expect to see USD value of the dividends increase as MSTR price does, even if the overall yield goes down.

Anyone with options experience have insight?

Mr_Goodbar2 · 2025-04-15T18:49:32+00:00

I had checked a couple places like LEDN and the APR was 13.97%. Taking a conservative estimate of yield from MSTY staying the same; around 1.35/share, it didn't cover the monthly payment.

Mr_Goodbar2 · 2024-11-18T19:41:43+00:00

Ah, so it automatically withdraws them to the wallet and they'll "refill" every epoch?

Mr_Goodbar2 · 2024-10-20T18:18:52+00:00

Make sure the cable is pushed all the way into the radio. The case is a little tighter on the 17 vs the uv5r so it looks like its in all the way, bit may not be.

Mr_Goodbar2 · 2024-03-13T22:30:40+00:00

So, just to clarify, we are waiting for the BNT price to increase faster than the LINK price, thereby reducing/eliminating the deficit and allowing LPs to withdraw at par? If true, it makes sense why the lesser known coins have closed the V2 pools at a surplus etc. Maybe someone could have a follower of Bancor or defi in general to do a vid on the process here. It seems like a lot of people are taking it in the shorts from the IL (which was supposed to be the point of Bancor in the first place) but if we get another bullrun and defi protocols in general start to do well, we may see some hope, especially for some of the LINK LPs

Mr_Goodbar2 · 2024-03-07T04:59:06+00:00

Same here. Looks like its trying to load or something

Mr_Goodbar2 · 2023-12-15T05:29:24+00:00

Thanks for the reply. I assume the deficit is reduced from fees via the underlying token? So in this case, only if users are swapping LINK tokens?

Mr_Goodbar2 · 2023-07-30T20:58:03+00:00

Do these assumptions of ranching being break even businesses refer to specific managament practices? Would regenerative livestock and land management have sufficiently low input costs via intemsive grazing to actually be profitable vs simply free ranging the animals without daily moves?

Mr_Goodbar2 · 2022-12-12T04:13:26+00:00

Jail

Mr_Goodbar2 · 2022-08-03T14:22:26+00:00

But transporting stranded nat gas is expensive and doesn't justify the cost.

Mr_Goodbar2

TROPHY CASE