The sentiment is so bad it seems people have forgotten the lessons of previous bear markets.
Historically these moments are always the best times to stack.
NEW: Blockstream CEO Adam Back told Bloomberg that Strategy's BTC sell proved that Bitcoin is liquid and there is no need to keep large cash reserves anymore 🤯
"It shows the market how to value Bitcoin" 🚀
Google went public in August 2004, and went up 100x from there. But it started at 23 Billion.
Anthropic and Open AI are starting at 1 Trillion.
The difference is not only the valuation, it's the fact that at least 4 players are competing neck and neck for LLMs.
All of them are losing massive amounts of money. Google, in contrast was highly profitable.
AI is going to change the world. But I am not completely convinced about these AI companies.
In contrast, Bitcoin has no competition, and its cheap. All the money printing in the next decade will make it immensely valuable.
Final week to vote for twice-monthly dividends. If you haven’t voted, please do so now. We believe this upgrade helps make Digital Credit better for $BTC, $MSTR, and $STRC. Please share with other holders. We need your support. https://t.co/0QObDgFH5w
Bitcoin isn't broken, and it isn't being manipulated.
It's being correctly repriced as exactly what it is:
a long-duration liquidity asset, and the AI IPO supercycle is the largest competing claim on risk capital Bitcoin has faced to date.
JUST IN: French public company Capital B $ALCPB is seeking its shareholders approval to raise up to $5.82 billion through issuing new shares.
And up to $116.4 billion for the issuance of credit instruments to buy more #Bitcoin.
Michael Saylor did something very strategic this morning.
Strategy sold roughly $2.5M worth of Bitcoin.
Why would the biggest Bitcoin bull sell any BTC?
Because he’s sending a message to STRC holders: the dividend comes first, and Strategy is willing to sell a tiny amount of Bitcoin if needed to meet its obligations.
That confidence makes the product more attractive. More demand for STRC = more capital raised. More capital raised = more Bitcoin purchased.
Selling a tiny amount today could help them acquire a lot more Bitcoin tomorrow.
Very strategic ⚡️
Good morning.
If you are selling Bitcoin this morning because Strategy sold .004% (1/26,367th) of their holdings, then you do not understand tax harvesting and/or simple corporate finance.
Have a great day.
JUST IN: 🇧🇷 OranjeBTC ($OBTC3) adds 20 BTC for ~$1.51M at an avg price of ~$75,347 per bitcoin.
🟠 Total holdings: 3,762 BTC
📈 BTC Yield (YTD 2026): 2.20%
@OranjeBTC accelerated direct #Bitcoin purchases while continuing to increase BTC per share via active capital allocation.