impressed by the numbers $STRC put up today
while we didn't make any new records - today was only ~4% lower than the record day back on April 14th
considering how much it has been lagging this month - i wasn't expecting such a massive day
positioning around STRC may continue to compress into the days closer to ex-div - this will be an interesting trend to watch
if this happens - it will unfortunately erode the effect saylor has on the chart
we also bounced right off the weekly 100 ema today - need to start moving with caution unless $BTC can break that
$STRC $BTC accumulation is about 73% lower than it was last month, when there was only 2 days of trading left
there has been roughly 3,160 BTC accumulated this month - with only 2 more STRC trading days left
versus last month, when there was 2 days left for STRC - there was already ~11,720 BTC accumulated
quite a significant difference - it is totally possible for people to pile in over the next 2 days - however - i think most of the capital flowing in STRC is mercenary
and if the stock market is giving 10% returns like every week - why would you buy STRC for 11.5% return every year
better opportunity elsewhere...
Strategy has acquired 34,164 BTC for ~$2.54 billion at ~$74,395 per bitcoin and has achieved BTC Yield of 9.5% YTD 2026. As of 4/19/2026, we hodl 815,061 $BTC acquired for ~$61.56 billion at ~$75,527 per bitcoin. $MSTR $STRC https://t.co/ifGXjMeIZH
expecting to see another bitcoin buy announcement from saylor here pretty soon
on april 13 (this past monday) - he announced a 1bn btc buy he did between april 6 - april 12 - that was basically fully funded by $strc shares sold between the same date
but $strc still had the 13th and 14th before ex-div day - in these 2 days $strc made new records and raised roughly 1.3bn through $strc sales
saylor is yet to announce the 1.3bn in btc buys - we should get that news on monday (april 20)
at that point $strc will be virtually turned off until the dividend payment date which is april 30
since january - btc has gone down 9% - 22% from the $strc ex-dividend date to the payment date
if the pattern continues we should be under 68k by april 30
Most interesting story in crypto right now is @tradexyz on Hyperliquid
Surging volume, open interest
Weekend oil pricing, official SP500 perp
Crossing the chasm into the mainstream
just thinking out loud
wonder if the next bull cycle is driven by agent / ai commerce which essentially has to happen on chain - since agents / ai can't go and open a trad bank account
something to watch
don't know how it actually takes form - but its similar to last cycle when people started discussing institutional capital leading the next leg of flows
could see further agent expansion - like molt, clawd, etc - leading to these things becoming independently wealthy
meaning 7,8,9 fig agents - who end up wanting to allocate capital
agents were entirely new concepts this cycle - so hard for it to properly materialize in a short amount of time
imo will continue to develop during the bear
people step away to some extent - and begin to tinker on new things
already seeing it with molt / clawd coming during the early days of the bear
think it will be obvious in hindsight once we see some more of these "killer" agents come to life