Con

Big Wick Energy

[cousin @cousincrypt0]

I highly advise logging off for the weekend enjoy a pint with the fellas access damage control Monday

[Con @conhunterrr]

@KillaXBT you keep trying to catch a falling knife

[Con @conhunterrr]

@leadlagreport Bear market stops when he gets liquidated

[Seth @seth_fin]

It is over for BTC 🪦

@grok analyze this chart in detail do you agree with it? Analyze everything about it.

[Adam Livingston @AdamBLiv]

Strive (ASST) is set up to absolutely moon.

The catapult has been loaded. ASST holders might have this question:

What happens to common equity if Bitcoin rises and the balance sheet either stays static or keeps accumulating through SATA issuance?

Using CEBE math, I modeled two scenarios with Bitcoin going from roughly $68.5k to $126k.

Scenario 1: Static balance sheet

No new Bitcoin. No new SATA. No additional capital formation.

Just the existing balance sheet riding Bitcoin higher.
In that scenario, ASST goes from roughly $15.86 to $37.24.

That is still a very strong outcome, because the company’s existing Bitcoin exposure appreciates and CEBE per share rises as fixed senior claims shrink in BTC terms.

At $126k Bitcoin, CEBE reaches roughly 17,488 sats per share.

$37.24 stock price with the multiple staying flat and zero new Bitcoin purchased :)

Scenario 2: $200 million of SATA issued every month

Same Bitcoin path. Same starting point.

But Strive adds $200 million of SATA every month and uses it to acquire more Bitcoin.

In this scenario, the stock goes from roughly $15.86 to $54.21.

CEBE rises to roughly 25,456 sats per share.

The Bitcoin stack grows from about 19,000 BTC to roughly 45,900 BTC.

This is where the mechanism gets violent.

The static balance sheet benefits from Bitcoin appreciation.

The SATA issuance scenario benefits from Bitcoin appreciation plus monthly balance sheet expansion.

That means the common equity is not simply waiting for Bitcoin to go up. It is watching the company potentially compound its Bitcoin exposure while the denominator gets partially protected by the capital structure.

At the end of the model:

Static case: $37.24 stock price

SATA monthly case: $54.21 stock price

Difference: +$16.97 per share

Relative uplift: about 45.6%

If SATA issuance is done at attractive terms and deployed into Bitcoin, the common wins big after Bitcoin moons.

That is the whole game. This is amplified Bitcoin.

And if the market starts pricing that correctly, the stock does not merely track Bitcoin.

It can re-rate around the speed and quality of true Bitcoin-per-share growth:

[Con @conhunterrr]

What did I say

[Con @conhunterrr]

Jane Street getting caught out is green candles for bitcoin, some relief to 85k max before we go back to 60 or lower

[Con @conhunterrr]

@xbtfalcon How are you up 300% if you’re not even at 1:1 yet?

[Camel Finance YT ⚡️ @camelfinance]

2 months is up.

Let’s fuck

[Con @conhunterrr]

@Stefan_B_Trades We are going sub 900

[Con @conhunterrr]

@xbtfalcon Cash that shit right now, you will get liquidated.

[Con @conhunterrr]

@Tryrexcrypto AKA low resistance liquidity

[Con @conhunterrr]

@cryptolala Everyone LONG!

[Con @conhunterrr]

@xbtfalcon Should’ve closed at 79k

[Con @conhunterrr]

@MuroCrypto You are gonna get cooked

[Killa @KillaXBT]

My top prediction was $121,362.

$BTC ended up topping at $126,100.

I will be using the same model to predict the bottom.

Diminishing cycle analysis. Pattern recognition. Mathematics. Numerology. Every tool in the same model I used to predict $121,362 as the cycle top... with a offset.

My base model outputs $38,800 as the predicted bottom. To account for the same 5% variance that offset my top prediction, I've included two upside multiples: $40,740 and $42,680.

Even at the highest end of my range, $42,680, we are still below $60K.

Which is exactly why, purely on the math alone, $60K as the bottom is very optimistic.

I’ll stick with my math, and regardless of everything, I’ll be buying as much spot $BTC as possible around July/August.

Anything within the $40-$60K range is a bargain long term. These predictions are purely based on math & patterns.

[KNIGHT @cryptoknight890]

$Eth will be at 1000$ and you will be thinking why i longed it at 2300$-2400

[Con @conhunterrr]

Everyone please buy bitcoin and xrp when eth goes sub 900$, this is generational, no fucking joke

[Digital Asset Investor @digitalassetbuy]

The Repricing Of XRP

[Con @conhunterrr]

@TedPillows Isn’t he buying OTC though

[oliver @olivercharts]

his stop loss will be our entry 😋

and it's gonna be generational

capo2.0

gm my fellow gambling friends :)