Privatus Capital

Crypto-native fundamental research

[Privatus Capital @PrivatusCapital]

https://t.co/2nej58zik3

[jords @jords]

i think saylor survives this cycle tbh

he can just nuke mstr to zero and maintain the debt until number go up. he can unironically stay both retarded and solvent for longer than the market is likely to be depressed

in a few years he probably finds a more leveraged ponzi and marks the cycle bottom with an unwind

[Privatus Capital @PrivatusCapital]

https://t.co/1W3ic2zJ6i

[Privatus Capital @PrivatusCapital]

bitcoin:native demand on the spot market has hit its lowest point since December 2025

[Privatus Capital @PrivatusCapital]

https://t.co/2nej58zik3

[Privatus Capital @PrivatusCapital]

@MikeIppolito_ 👋