BellamyLune

Investing in tomorrow, living beyond my comfort zone.

[BellamyLune @BellamyLune]

Try everything

[BellamyLune @BellamyLune]

@hnshu195671 Once you're on board, just strap in and enjoy the ride. At what price point did you get in?

[BellamyLune @BellamyLune]

City walks.

[BellamyLune @BellamyLune]

A simple, clean, and relaxed vibe.

[tot phai @phai97152]

Egg Fried Rice with Shrimp and Sausage – simple yet delicious Ingredients:
1 egg
5 peeled shrimp
1 sausage, diced
1 bowl of cooled white rice
2 spring onions, chopped
1 tablespoon soy sauce
1/5 teaspoon salt
2 tablespoons cooking oil
Instructions: Follow the video and cook along 🌹🪻🌿🌺

[BellamyLune @BellamyLune]

Time to unwind and recharge.

[BellamyLune @BellamyLune]

Homemade coffee is the best.

[BellamyLune @BellamyLune]

ETH doesn’t need a louder logo. It needs the bid to stay.

[BellamyLune @BellamyLune]

After August, Bitcoin is still the benchmark. Ethereum only matters if it can hold its own bid, not just ride BTC’s bounce. Correlation is easy. Leadership is not.

[BellamyLune @BellamyLune]

Watch whether this becomes a multi-day outflow streak. One print is noise.

[Whale Insider @WhaleInsider]

JUST IN: BlackRock clients sell 2,605 $BTC worth $201.18 million.

[BellamyLune @BellamyLune]

The sun is shining brightly today, look out the window more often!

[BellamyLune @BellamyLune]

A good reminder that even the strongest themes don’t always lead the scoreboard over every period.

[Watcher.Guru @WatcherGuru]

JUST IN: Cheesecake Factory is outperforming Nvidia by 109% year to date.

$CAKE: 118%
$NVDA: 9%

[BellamyLune @BellamyLune]

Markets ultimately respect capital more than opinions.

[jasonleo @Jason60704294]

上个月我确认5.8附近就是这一轮底部，有一个当时很多人可能没太在意的信号：Strategy。

换成经营者视角看这件事，会很有意思。

熊市走到那个阶段，Strategy真正需要考虑的已经不只是BTC涨不涨，而是：

底到底在哪里？
公司离自己的生死线还有多远？
如果再来一次极端下跌，资本结构扛不扛得住？

既然距离真正的生死线还有空间，主动把风险提前暴露出来，总比等到最后一天被市场逼着解决要强。

所以当Strategy打破“只买不卖”的预期，开始调整BTC和美元储备、优化自己的资本结构时，我当时就把它看成一个很重要的信号。

我不是说Saylor公开讲过“我要测试BTC底部”。

没有。

这是我站在决策者角度的推演。

但市场最后给了答案。

“只买不卖”被打破，BTC去了5.8万；后面再叠加硬件钱包安全这种足够打击市场信心的利空，6万最后还是守住了。

这就是压力测试。

而且这是我当时判断5.8是底部的依据，不是涨回来以后再给自己补逻辑。

所以现在我反而更关心另外一件事：

如果Strategy接下来重新开始连续买入，会不会就是多头的“摔杯为号”？

它当然不是买入按钮。

但我一定会把它当成高权重信号。

一个真正经历过压力测试、知道自己的资本结构底线在哪里、又拿真金白银重新加码的人，他的动作至少比市场里绝大多数嘴上的观点更值得研究。

你可以不同意Saylor。

但如果你觉得自己一定比这些天天和资本市场、融资结构、几十亿美金仓位打交道的人更聪明，那最好先想清楚，你的自信到底来自哪里。
市场不奖励嘴硬，它最后只认真��。

[BellamyLune @BellamyLune]

Waiting for a running partner

[BellamyLune @BellamyLune]

The progress of human technology is truly amazing.

[BellamyLune @BellamyLune]

Parabolic moves always end up shaking out the late leverage.

[Coin Bureau @coinbureau]

🚨BREAKING: $477M in crypto longs WIPED in the past hour as BTC retraces to $77,000.

Bitcoin’s near +30% five-day rally pushed it to $79,500, its MOST overbought level since November 2024, before today’s sharp reversal triggered $547M in total crypto liquidations.

[BellamyLune @BellamyLune]

Feels like it’s stuck in a quiet downtrend.
If it can hold above 0.150 and start building some volume,
a relief bounce becomes possible.

[BellamyLune @BellamyLune]

Historical symmetry isn’t destiny, but when the intervals keep repeating this tightly it’s hard to dismiss completely.

[Killa @KillaXBT]

We have 50 days left of this $BTC bear market.

[Benjamin Cowen @benjamincowen]

#BTC is now on day 1363 of the cycle (note the last 2 cycles bottomed on days 1432 and 1436)

[BellamyLune @BellamyLune]

I always felt it wasn't enough.

[BellamyLune @BellamyLune]

At the same time, I’ve learned that the market has a habit of making the most confident macro narratives look silly right before the next leg higher. Bitcoin has survived far worse “this time it’s different” stories before.

[Part-Time Trader @PartTimeCharts]

I still believe $BTC is heading to $3k, even if it takes us a little longer to get there.

Here are five reasons why my Bitcoin price prediction is more than just 'lines on a chart'...