Author

@ryQuant ryQuant

grade Ax.com/ryQuant ↗

Deep-conviction MSTR/Strategy capital-structure analyst and relentless Bitcoin-treasury thesis defender

Publishes original, long-horizon fundamental and capital-str

trader score
+0.26
hit rate
75%
mean α
+0.08%
signals 14d
7

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 75% hit rate, +0.08% mean alpha, trader score +0.26. Their last-14d mentions, direction-adjusted, have moved -1.4% since posting (mean over 5 mentions with price data).

Recent signals7receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-09·@ryQuant·Warns that possible MSCI exclusion and its precedent pose a real problem.·
2026-10-08MSTR@ryQuant+0.35Approvingly frames selling MSTR common above 2x mNAV as valuable treasury-management torque.-3.6%
2026-10-08MSTR@ryQuant-0.05Warns daily dividends on other preferreds may fragment liquidity and criticizes STRC buybacks at 97-99.-3.6%
2026-10-08STRC@ryQuant-0.35Warns daily dividends on other preferreds may fragment liquidity and criticizes STRC buybacks at 97-99.-0.1%
2026-10-06MSTR@ryQuant+0.25Highlights free cash flow and ROIC as primary drivers of higher stock prices in an MSTR-tagged post.-11.3%
2026-10-06·@ryQuant·Argues public crypto companies should prioritize digital operational security over reserve disclosure.·
2026-10-05ASST@ryQuant-0.45Calls ASST's use of total-return framing propaganda and gaslighting.-4.3%

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.