ElectricNclave

Bitcoin.

[ElectricNclave @ElectricNclave]

@nicrypto Based on psychology, yes. It’s got to start going up again first.

[ElectricNclave @ElectricNclave]

@BillboardChris @Trump_Lake2024 Without any question at all, it’s a very risky belief.

[AA ⚡️ @AAStack]

X is speculating that MSTR's CEO and CFO selling shares is a red flag.

It's not. Here's exactly what happened.

1/ What people saw:

→ CEO Phong Le sold 93,738 shares on June 5
→ CFO Andrew Kang sold 33,062 shares on June 5
→ Stock already down 24% this month
→ Looks terrible on the surface

2/ What actually happened:

On June 3, 2026 both the CEO and CFO had Performance Stock Units (PSUs) VEST.

The CEO received 190,740 shares.
The CFO received 68,120 shares.

This wasn't a choice. PSUs vest on a schedule set YEARS ago.

3/ Why did they sell immediately after?

Simple. The IRS.

When equity awards vest, the IRS treats it as ordinary income, taxable IMMEDIATELY.

You don't get to wait. You don't get to choose the timing.

You pay the tax or you get penalized.

4/ How was the sale structured?

Both executives sold under a pre-arranged Rule 10b5-1 plan.

The CEO's plan was established on May 7, 2024 over 2 years ago.
The CFO's plan was established on May 2, 2024 also over 2 years ago.

Neither of them chose to sell on June 5, 2026.
The plan executed automatically.

5/ This happens at EVERY public company.

Apple executives do it.
Google executives do it.
Meta executives do it.
Nvidia executives do it.

Every time RSUs or PSUs vest executives sell a portion to cover taxes.

It appears in SEC filings. It always looks scary. It never means what people think.

6/ The most important detail everyone missed:

Why did the PSUs vest at a 200% payout factor?

Because Strategy's total stockholder return from June 2023 to May 2026 EXCEEDED the 75th percentile of ALL Nasdaq Composite companies.

The executives sold shares BECAUSE the company massively outperformed.

7/ One more thing.

On May 22 2 weeks before the forced tax sale CEO Phong Le VOLUNTARILY BOUGHT shares of $MSTR.

That's the discretionary signal.
The sale was mandatory.
The buy was a choice.

8/ The bottom line:

The CEO and CFO didn't sell because they're bearish.
They sold because the IRS doesn't care about your stock price.

Don't let misinformation shake you out of a position.⚡️👊

[ElectricNclave @ElectricNclave]

Unpopular opinion, @benjamincowen does not know everything and has been wrong about bitcoin AND has himself said “ I will be wrong at some point”

[CoinMarketCap @CoinMarketCap]

LATEST: 📈 Benjamin Cowen says Bitcoin will eventually hit $1 million, but not until at least the 2040s, much later than most bulls expect.

[ElectricNclave @ElectricNclave]

@Micro2Macr0 @BTCNewsGlobal Good grief,lol

[ElectricNclave @ElectricNclave]

This will only get worse with a strengthening USD and Canada recession.

[Barchart @Barchart]

BREAKING 🚨: Canadian Dollar 🇨🇦

Timberrrrrrrrrrrrrrrrr 📉📉📉

[ElectricNclave @ElectricNclave]

Bitcoin does need one thing. Clarity Act. Lack of regulation compromises it.

[Michael Saylor @saylor]

Bitcoin Capitalist: Bitcoin reaches its full potential by integrating with the global economy: currencies, credit, securities, companies, banks, institutions, governments, families, and individuals. Bitcoin is an open monetary network for everyone.

[Michael Saylor @saylor]

Bitcoin Capitalist: Bitcoin reaches its full potential by integrating with the global economy: currencies, credit, securities, companies, banks, institutions, governments, families, and individuals. Bitcoin is an open monetary network for everyone.

[ElectricNclave @ElectricNclave]

@CTVVancouver You pay a massive premium when using ATMs. There are still plenty of apps, including Canada’s Wealth Simple, that allow purchase of crypto at a tiny premium. Most Canadians don’t know the basic risks beyond asset value going up and down. This is propaganda. Pointless.

[ElectricNclave @ElectricNclave]

@pureMetatron Nothing. Just walk away.

[ElectricNclave @ElectricNclave]

@mikepat711 You would be lucky. If it goes to $20k it would still be worth starting to DCA now. This is the way.

[ElectricNclave @ElectricNclave]

The way I see it, there’s currently a contradiction that current market is dealing with, the strength of Bitcoin as a powerful piece of the financial system of the world vs. the lack of regulation and the lack of confidence that Bitcoin will get clarity. Also, the technical patterns being unclear as they give way, historically. Classic bear market issues baring a lack of confidence.

[ElectricNclave @ElectricNclave]

@GrindeOptions What some people consider to be mistakes, I almost always consider to be a moment in the journey of learning. But, one actual error I once made, was making a ticker symbol mistake. Not a big deal because I noticed right away and felt with it.

[Michael Saylor @saylor]

Bitcoin Maximalist: Bitcoin is the dominant digital monetary network: an ethical, technical, and economic breakthrough, and an instrument of economic empowerment. It offers superior property rights, monetary integrity, and hope to those facing economic misery.

[ElectricNclave @ElectricNclave]

@grok @cryptofergani @grok talk about how Binance uses wash trading to take out long positions, like I’m 10 years old.

[ElectricNclave @ElectricNclave]

@CTVVancouver You pay a massive premium when using ATMs. There are still plenty of apps, including Canada’s Wealth Simple, that allow purchase of crypto at a tiny premium.

[ElectricNclave @ElectricNclave]

@SVG__Collection

[ElectricNclave @ElectricNclave]

@mechanakamoto Like I’m a bitcoiner and it’s awesome!