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- Oct 12, 202424 min
Quant Bros - Episode 8.5 - 52 week high, 10/11/24 Friday night thoughts
00:00 Market Milestones and $MSTR Sentiment Analysis 05:06 PunterJeff profile sentiment analytics & what exuberance really looks like 10:52 A look ahead to future sentiment 16:00 What are Rational Evaluations? 20:10 Valuation in irrational markets (GME squeeze compared to MSTR) 23:55 Looking Ahead: Anticipating Market Euphoria Peep the new Mic - Shure SM7dB with Focusrite Scarlett 2i2
- Oct 7, 202449 min
Quant Bros Episode 7.5 ⚡️THE $MSTR thesis & new era of Bitcoin as collateral
Quant Bros Episode 7.5 ⚡️ "THE $MSTR thesis & new era of Bitcoin as collateral" Valuing & comparing top 20 equities $MSTR Valuation thesis & framework Bitcoin as collateral & Programmable money Index Inclusion impact on MCap Where we're going & future outlook Timestamps: 0:00 Intro 1:20 @PunterJeff background 03:03 Top 20 Equities valuation comparison 19:45 $MSTR valuation framework 23:30 NEW $MSTR valuation summary table & relativity rationalization 29:50 Bitcoin as collateral & programmable money 34:00 $QQQ Dollar flow impact on MCap 38:45 Where we are, and where we're going 40:35 $MSTR Market Cap tracking over time 43:20 Future Bitcoin Outlook & Conclusion
- Jul 20, 20241h 53m
Quant Bros Episode 6 ⚡️ Big Data Dan and the Boys
Quant Bros Episode 6 ⚡️ "Big Data Dan and the Boys" 0:00 - Opening 2:36 - MSTR Tracker & setting the macro stage 14:24 - Dan intro 16:39 - MSTR Option Chain analysis & incentives for exercising 36:35 - FASB Fair Value 44:35 - Exponential MSTR 54:30 - Kelly Criterion 1:04:54 - Selling Naked Puts 1:19:30 - MSTY Initial Overview & various investor needs 1:50:41 - Closing Topics covered - $MSTR Option Chain Analysis - Incentives for Exercising Options - FASB Fair Value - Exponential MSTR - Kelly Criterion - The idea of Selling Naked Puts - $MSTY Initial Overview X/Twitter: @Danny85732 @PunterJeff @RyQuant
- Jul 2, 20241h 32m
QB Episode 1: Can Microstrategy hit $10,000? $MSTR
1. Intro 2. Valuing any equity / Nominal bias 3. Structure of the financial markets (Passively Managed Index Funds) 4. Net Asset Multiple Theory calculations - contemplating the range of outcomes based on analogous NAV & Game Theory on Bitcoin corporate adoption. Could any company catch $MSTR & impact on enterprise values? Full Youtube link: https://youtu.be/I16llak_IS4?si=pZEyZHzFHEyzMe_N X/Twitter Profiles: "RyQuant" & "PunterJeff"
- Jul 2, 20241h 43m
QB Episode 2: MSTR Price Discovery
Topics: - Game theory / prisoners dilemma - Crowded / illiquid trades - Cap tables - MSTR & market dynamics - GameStop overlay - Intro to short squeeze dynamics Full Youtube Link : https://youtu.be/loaIdsirHaw?si=QZGGxyIH3NtRru2Y X/Twitter Handles "RyQuant" & "PunterJeff"
- Jul 2, 20241h 40m
QB Episode 3: Is $MSTR the MJ of BTC Equities?
Overview: -S&P 500 vs Dow Jones Inclusion -Intro to the Reflexive_Flywheel™ -George Soros / Christopher Cole -MSTR vs the Leveraged BTC ETFs -Global PubCo HODLer List Context & links are below: (The links need to be copy & pasted for now) 1. George Soros on Reflexivity: in his book, 'The Alchemy of Finance' 2. Christopher Cole's Artemis Research: https://www.artemiscm.com/research-ma... 3. Christopher Cole Video Reference: • How to Build a Recession-Proof Invest... Full Youtube link of the episode: https://youtu.be/URdoPdvbK9U?si=n6jtSerp5HlEKIyO Twitter/X Handles are 'ryQuant' and 'punterjeff'
- Jul 2, 20242h 5m
QB Episode 4: Let's Go To Werk Man
Ben Werkman, joins the Quant Bros to discuss: - MSTR NAV - Bitcoin as a Non-Sovereign Asset - Global Asset Valuation ~900T - MicroStrategy Orange DIDs - FASB Fair Value Delay - Historical BTC Price post Halving - Relevant Macro Overview - What is Ben most excited about? - Ryan's Top 3 Catalysts Full YouTube Link: https://youtu.be/MOBjJmcEFAg?si=kMZ-dl9nXb3MszGs Twitter/X Handles are 'ryQuant' 'punterjeff' and 'BenWerkman'
- Jun 30, 20241h 41m
QB Episode 5: Godzilla and Omega with Adam Back & Samson Mow
Adam Back and Samson Mow join the Quant Bros to discuss: BTC Prague Bitcoin Adoption Trends Godzilla and Omega candles Incentives for Public Company and Nation State Adoption Important BTC metrics and Indicators Bitcoin Supply and Demand Imbalance Microstrategy Max Pain Theory Full YouTube Link: https://youtu.be/HGLuodO_tEU?si=245xpk43xBAELthp X/Twitter Profiles: "RyQuant", "PunterJeff", "adam3us", "Excellion"
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