The Daily Stack 🥞

Bitcoin. Stocks. AI. The three themes defining the next decade. Live M-F 12:30 ET with the people actually moving markets || By @21RatesHQ

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LIVE: AI, BITCOIN, & NEW GLOBAL ORDER https://t.co/BafxwYA50s

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@eerfrofxes The key; DCA. All the way.

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Some said BTC would never drop under $65K again...

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@SimplyBitcoin @DiscoverCrypto Only BITCOIN

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Tomorrow, @roykashife joins us on The Daily Stack.

Thursday | 12:30 ET
See you tomorrow.

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STRC is approaching a level that many Bitcoin investors are seriously underestimating.

The stock was supposed to stay anchored around $100. Why?

Because that’s what allows Strategy to continue raising capital for additional Bitcoin purchases.

But now STRC has dropped below $95. And that’s despite an 11.5% yield.

The entire mechanism depends on one idea: If the price falls, increase the dividend to pull buyers back in.

The big question is: Can that model keep working indefinitely?

I’m not saying Strategy fails from here.

But the more I think about it, the more I wonder whether the next Bitcoin bull run might simply be better played with Bitcoin itself.

What’s your take?

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@DividendRob 👆 This is someone who understood Bitcoin.

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Please never listen to anyone on social media who makes claims like that. Never.

The simple fact is: no one can predict the future. No one can know with certainty what will happen tomorrow. This is basic logic and common sense.

Anything else is nothing more than speculation, guesswork, or reading tea leaves.

So please be careful, stay critical, and do not blindly trust people who claim they know exactly what is going to happen.

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@GoingParabolic

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U.S. Treasury Secretary @SecScottBessent just weighed in on the strategic Bitcoin reserve during a Senate hearing.

According to Bessent, the administration is taking a careful approach to this complex process, with the goal of creating a result that can stand the test of time.

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You cannot freeze a protocol.

[21Rates @21RatesHQ]

While Iran had power cuts and internet blackouts, the elite used Bitcoin to move money out.

The platform they used? Nobitex. 11M users. Half the country's crypto inflows.

Now sanctioned.

The US can freeze exchanges, people, companies.
It cannot freeze a protocol.

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@jamesmalc59805 See you at 12:30 ET! 🙋‍♂️

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1 HOUR TO GO!

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Join us today at 12:30 ET with @jordanurbs!

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Live near NYC? We are hosting a Knicks Watch Party.

If interested in joining us - shoot us a DM for details!

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@0xTimB1 There's so much noise out there. Be careful.
Study Bitcoin. Do your homework. Lock in, stack sats. Be patient and stay humble.
That's how you really win.

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@OBPinvestments Bitcoin. Only. DCA.

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Three mega-IPOs. ~$4 trillion in new market cap. One very uncomfortable question.

SpaceX is targeting a $1.75T valuation, despite $18.7B in revenue. Alphabet does 15x that and trades at a similar multiple. OpenAI and Anthropic are each reportedly chasing $1T+ valuations of their own.

This isn't just ambition. It's a capital absorption event.

Every dollar that flows into these listings has to come from somewhere. Bonds. Equities. Other tech positions. At a moment when AI infrastructure already requires hundreds of billions in annual spending - the competition for investor money is becoming a story in itself.

The battle for capital is just getting started. 👀

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@KeyRexOfficial @jordanurbs See you later at 12:30 ET 😎

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Join us today at 12:30 ET with @jordanurbs!

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@StackandRun Understand what you own. - It's all about this fact!
And then, steady DCA, stay disciplined and be patient.

That's the way.

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@BitcoinTeacher_ DCA all the way!