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With $STRC dividends today, I have reason to believe that elevated volumes (and thus the Saylor bid on $BTC) is largely a function of the Iran war
Post-Dividend Pattern (Jan & Feb cycles)
The volume ramp isn't just pre-dividend accumulation. In January, the pre-div ramp peaked at ~2M.
Right now we're at 4.6M (shares) — more than double the normal pre-div pattern.
The war is adding a flight-to-yield/safety bid on top of the dividend capture trade. For reference, this is 2.3x the previous record in dollar terms for volume
STRC at $100 par paying 11.5% annualized is acting like a synthetic money market with yield during a war — people are parking money there.
There's usually a post-div volume drop in STRC, but if the war continues, and people continue to like the idea of a high-yield asset pegged underlying to BTC, then we could see volumes snap back and create a persistent bid machine for $BTC.
cc @vc_larp
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