Daniel Segundo @danielpsegundo

Enigma Capital. Interests: Physics, Art, Crypto, Systems, History, Farming, Fishing, Service, Poker, Trends, Markets, Inquiry, Advaita, Tao, Zen, Truth. Arunachala Joined August 2012

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Daniel Segundo @danielpsegundo

3 hours ago

@JaredKubin God bless you and your family Jared. I admire you and your wife's strength and appreciate your sharing this beautiful story.

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Daniel Segundo @danielpsegundo

a day ago

I write down some reflections on the MSTR, STRC, and BTC situation and wonder if someone else here with a better understanding of the dynamics has a perspective on it: I think Saylor might wait for a bit to not look desperate, then increase the STRC dividend to 12%. 1% per month is a far more compelling narrative than 0.96% per month even if it doesn't cost him much in extra expense for the preferred. I assume he intentionally starts STRC with a dividend rate at 9% so that he has room to ramp it up to 12% or more. So at 11.5% he has some room. I think he can probably get STRC back above par with a 12% dividend with this and use the proceeds to raise meaningful cash. He now establishes a precedent for selling BTC as a lever, so selling at substantially higher prices, while still uncomfortable for the market, has less of a "shock" factor. He talks about selling meaningfully appreciated Bitcoin as a lever to potentially fund STRC dividends, so with a cost basis around $75k it doesn't make sense for him to sell a bunch down here at $67k to fund STRC, at least not right now.

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Daniel Segundo @danielpsegundo

2 months ago

Hiring: iOS + Web Developer Looking for a SwiftUI and TypeScript developer to get a new consumer iOS app across the finish line. I want someone with high standards, sharp attention to detail, and experience shipping consumer apps for the v1. DM me.

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Daniel Segundo @danielpsegundo

2 months ago

Relative strength between markets really a goated indicator. ZEC shows it lately and that's the canary in the coal mine.

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Daniel Segundo @danielpsegundo

2 months ago

Daniel Segundo @danielpsegundo

2 months ago

$ZEC breakout $236

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Daniel Segundo @danielpsegundo

2 months ago

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Daniel Segundo @danielpsegundo

2 months ago

$ZEC breakout $236

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Daniel Segundo @danielpsegundo

2 months ago

SpaceX : Tech Stocks :: $Trump : Memes ?

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Daniel Segundo @danielpsegundo

2 months ago

@benjitaylor @elonmusk @nikitabier Nice Benji, congratulations!

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Daniel Segundo @danielpsegundo

2 months ago

“If someone asks my abode, I respond: the east edge of the Milky Way.” — Ryokan

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Daniel Segundo @danielpsegundo

3 months ago

@avotoast Why not get this positioning via futures to get the tax benefits?

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Ryan Petersen @typesfast

3 months ago

The U.S. owes $700 million more in interest every month it delays IEEPA refunds.

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David Senra @FoundersPodcast

3 months ago

Sage advice from Elon:

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Daniel Segundo @danielpsegundo

3 months ago

“Meditate like Christ, he lost himself in love.” — Neem Karoli Baba

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Daniel Segundo @danielpsegundo

3 months ago

I exist only to serve others

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b @bharat_usd

3 months ago

The global economy is held up by SF lying to NYC about how fast AI is growing and NYC lying to Abu Dhabi about how safe private credit is

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Andrew Menaker PhD @Andrew_Menaker

3 months ago

💯 And what I often see among my most successful clients is a constant comparison to what traders are (supposedly) doing. That need to be as good or better than someone else is very damaging to a trader's mindset, even successful traders.

Daniel Segundo @danielpsegundo

3 months ago

@Andrew_Menaker Excellently said. I find that a judgment about <not having enough> or some form of lack often accompanies low-discipline forms of trading like daytrading, overtrading, etc.

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Daniel Segundo @danielpsegundo

3 months ago

@Andrew_Menaker Excellently said. I find that a judgment about <not having enough> or some form of lack often accompanies low-discipline forms of trading like daytrading, overtrading, etc.

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Daniel Segundo @danielpsegundo

3 months ago

"LSD allows you to come into the room and pranam to Christ, but after two hours you must leave. The best medicine is to love Christ." - Neem Karoli Baba