msty thread - YieldMax etf product

Discussion in 'Crypto Assets' started by johnarb, May 16, 2025.

  1. VicBee

    VicBee

    I won't miss the dividend, it's on 07/30.
     
  2. wxytrader

    wxytrader

    So bought prior to the last dividend? What price?
     
  3. demoncore

    demoncore

    This thread is clinically ID.
     
  4. VicBee

    VicBee

    Entered@21.5, exited@22. Friday closed 21.7 with 8 trading days to go before next div. During this period I used my cash to trade the rising market and came ahead, even if MSTY was at 23 today. So all good.
     
    johnarb likes this.
  5. wxytrader

    wxytrader

    So basically you would have made 2x more just holding msty since the previous dividend or 10x more just holding since Jan... This is false economy.
     
  6. VicBee

    VicBee

    Sorry, I must not explain myself well... Even if MSTY is at 23 by next div I'm still ahead, selling when I did and trading the market for the past couple of weeks. Right now it's at 21.7 and sliding.
     
    johnarb likes this.
  7. nitrene

    nitrene

    Unless MSTR is just resting, there does seem to be a problem. As @demoncore has said previously MSTR is losing its volatility and thus the vol-linked dividend on MSTY.

    It seems like you are better off using this strategy on securities where the volatility is increasing like COIN or HOOD.

    I looked at the return of MSTR vs. IBIT and if you go back to Jan 2024 when IBIT first started MSTR is still up 4.6X vs. IBIT but its excess returns have all but dissipated. Its basically a 1:1 return now vs. IBIT.
    MSTR IBIT returns
    18m 778 170
    15m 237 87
    12m 138 74
    9m 98 76
    6m 8.8 10.4
    3m 33.2 34.1
    1m 14.7 13.1
    1w -2.6 -0.8

    It's been a dog for quite awhile now.It seems it never really recovered from the blow off top on Nov 21, 2024. Since Nov 21, 2024 MSTR has unperformed IBIT by 28%, -1.7% vs. 26.5%.

    upload_2025-7-20_6-52-1.png