Nick Van Wieren

History doesn’t repeat, it rhymes...so I model it.

$BTC & $MSTR

NFA.

[Michael Saylor @saylor]

$1.156B of liquidity. One penny of volatility. Closed at par. $STRC

[Mark Harvey @thepowerfulHRV]

At this rate, $MSTR will surpass $IBIT next week.

[Bob Loukas 🗽 @BobLoukas]

Bitcoin down $23,000 in less than 23 days.

Sweep the April lows to suck in bears. Then rally to suck in bulls. Nothing comes easy.

[Charles Edwards @caprioleio]

Big news. For the first time since Bitcoin was above $100K, ETFs have just flipped net buyers today and institutions are buying at 120% of the daily mined supply.

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: MSCI decides to NOT exclude Michael Saylor's Strategy and other Bitcoin treasury companies from its indexes.

[Adrian Morris @_Adrian]

$MSTR: Remember when people were screaming that $STRC was a failure? Back at $100

[Charles Edwards @caprioleio]

Bitcoin treasury companies just flipped to net buying again. This tracks the 30 day rate of change in the Buy-Sell Ratio (cumulative USD buying to selling by treasury companies)

[Lyn Alden @LynAldenContact]

@JoeCarlasare I like the coin.

People currently debate about the hypothetical impact of its non-monetary uses or its hypothetical quantum vulnerabilities, but both were present back when I bought it.

And I bought it anyway, having analyzed those things.

Bullish.

[Charles Edwards @caprioleio]

Hello Microstrategy

"Bitcoin is currently locked in a high-stakes battle between historic corporate accumulation and extreme long-term holder distribution. While institutional buying on Coinbase has reached unprecedented levels (Z-score 15.7), it is being absorbed by 'OG' whales and long-term holders selling at rates not seen in years (Hodler Growth Rate at 0.6th percentile). Fundamentally, the asset is screaming value; Energy Value and NVT metrics suggest Bitcoin is trading at a massive discount relative to its network security and utility. However, the path of least resistance is clouded by a broken corporate 'flywheel,' evidenced by record discounts to NAV among treasury companies and rising leverage. With momentum models like Spectrum remaining defensive (Cash), the aggregate view leans cautiously bullish based on deep value, but price appreciation may be capped until the heavy distribution from older coins subsides."

- Capriole AI, I couldn't have said it better.

[Jeff Park @dgt10011]

One trillion dollars is the executive market price to save the world

Bargain

[Jeff Park @dgt10011]

@SecScottBessent @SenateDems This is my Secretary of TREASURY

[Michael Saylor @saylor]

S&P Global Ratings has assigned Strategy Inc a 'B-' Issuer Credit Rating (Outlook Stable) — the first-ever rating of a Bitcoin Treasury Company by a major credit rating agency. https://t.co/WLMkFqkkCb

[Charles Edwards @caprioleio]

The Bitcoin Heater just turned 🟢

[Elon Musk @elonmusk]

@zerohedge True.

That is why Bitcoin is based on energy: you can issue fake fiat currency, and every government in history has done so, but it is impossible to fake energy.

[Michael Saylor @saylor]

Strategy declared cash dividends on STRC payable Oct 31, 2025, and increased the STRC dividend rate by 25 bps from 10.00% to 10.25%. $STRC https://t.co/JF6xrtScwm

[Jeff Park @dgt10011]

We’re soon going to enter the part of the cycle that you love the most, where you go to sleep and wake up to higher BTC.

Have a good night.

[Bob Loukas 🗽 @BobLoukas]

Here we are now 5 weeks later, Bitcoin looking to print its Weekly Cycle Low. Holding up OK imo.

> $118,000 confirms the new Cycle. Until then, bears/downside remain in control.

[Nick Van Wieren @bbbtccc_]

$BTC

Bitcoin likes liquidity and the Fed’s about to add it.

Unusual backdrop (cuts with ATH assets + rising inflation), so some caution near term - rate cuts are often sold.

BUT as liquidity kicks in, I expect a grind higher over 3–6 months; base case ~+50% in BTC.

[Nick Van Wieren @bbbtccc_]

$MSTR | $BTC

I like this setup:

• Vol at extreme lows + Fed cut = expansion
• Daily stoch curling up after PA holding the 2D macro bull trend
• $BTC looks strong with daily closures above $116k
• Seasonaility in a favor (post-halving Q4)

$MSTR has lagged YTD, but following any "sell the news" risk associated with tomorrow's cuts, a grind to $385 - $410+ (BTC-adj FV ~$392↑) seems likely.

[Nick Van Wieren @bbbtccc_]

$MSTR

Bid at the lower 1σ band (~$334).

Close > $334 and FV (~$368) is in play.

Confirmation likely requires $BTC clearing $115.5k.

Momentum/resistance still favor caution, but the tape is oversold - bounce is base case.

Q4 read will hinge on BTC’s follow-through and MSTR’s relative strength.