When I say “Never Sell Your Bitcoin,” I speak as one saver to another. I have never sold mine. Not one satoshi. Strategy is a public company, not my wallet. Since 2020, it has disclosed it may buy or sell $BTC to manage capital. Our shared conviction in Bitcoin remains unchanged.
Quantencomputer könnten bald die kryptografischen Algorithmen knacken, auf denen Bitcoin und andere Kryptowährungen basieren. Bitcoin im Wert von 470 Milliarden Dollar könnten gefährdet sein, berichtet Bloomberg
Strategy has acquired 34,164 BTC for ~$2.54 billion at ~$74,395 per bitcoin and has achieved BTC Yield of 9.5% YTD 2026. As of 4/19/2026, we hodl 815,061 $BTC acquired for ~$61.56 billion at ~$75,527 per bitcoin. $MSTR $STRC https://t.co/ifGXjMeIZH
Bitcoin has won. Global consensus is that $BTC is digital capital. The four-year cycle is dead. Price is now driven by capital flows. Bank and digital credit will determine Bitcoin’s growth trajectory. The biggest risk is bad ideas driving iatrogenic protocol changes.
A Simple Theory of Digital Credit:
1. Acquire a large pool of appreciating capital ($BTC).
2. Issue credit ($STRC) against that capital, overcollateralized by the equity base.
3. Monetize a portion of the appreciation—directly or via derivatives ($MSTR)—to fund the dividend.
For more than a year the world had to deal with tariff tantrums.
During that time, real damage was done to global trade relationships and to alliances that took decades to build.
Then, after months of confrontation, deals finally start getting made and tariffs are essentially walked back by roughly 90%.
But just as tensions begin to ease, the United States strikes the single most sensitive commodity risk for its own allies: Gulf oil stability.
So let’s recap.
NATO partners were pressured for over a year.
They absorbed the economic cost of keeping Russia at bay, including limiting access to cheap Russian energy.
Then the United States moves to attack Iran, reportedly based on intelligence coming from outside the government.
The result?
NATO allies and Gulf partners suddenly face massive instability in the very region they depend on for energy.
Europe already took economic damage by distancing itself from Russian oil and gas.
Now the Gulf, the alternative source, becomes destabilized.
And at the same time, Washington begins discussing reopening Russian oil flows that Europe could theoretically have accessed all along.
What is happening!
It risks undermining trust across the entire alliance system and severely damaging U.S. credibility with both NATO and Gulf partners.
And instead of correcting course, the response appears to be doubling down.
How on earth are any of our partners going to see us as a table partner to trust and do business with!
Outrageous.
I'm posting like this now because we are so deep in it now that the only way to stop in my view is through public outrage.
Portfolio Target Analysis - March 2026
Fundamental Perspectives to the Outlook and Targets of the Portfolio.
My Core Hypothesis
Bitcoin rallies to $110–120K in the primary scenario - fueled by Risk-On Fever, ETF inflows, and continued institutional adoption. There is a secondary scenario at $140–150K (25% probability) should momentum overshoot into a more extended cycle top.
For Ethereum, the ETH/BTC ratio converging toward ~10% implies $10,000–$12,000 ETH. Solana follows as the highest-beta beneficiary of the broader cycle. Target $350-500.
Digital Asset Treasury companies (DATs) are the most leveraged public equity expression of this thesis. At current mNAV discounts of 0.70–0.85×, you are buying $1.00 of on-chain assets for less than $0.85. A re-rating to 3–6× mNAV - well below the 11× peak seen in 2025 - combined with the underlying crypto appreciation, drives the multi-bagger scenarios below.
Read Report here:
https://t.co/Drrua0lOOB
Forget politics.
I will be buying Bitcoin every month for the rest of my life.
It's my quiet revolution. It's my freedom and sovereignty.
There are millions of us like this around the world and so it is impossible for Bitcoin to go to zero.
Keep stacking.
Ignore the noise.
BREAKING: India has reportedly reached a new trade deal with the EU and will cut tariffs on cars from 110% to 40%, with tariffs eventually falling to 10%.
India is making trade deals with the EU and Canada is making trade deals with China.
Global trade is shifting.