Bitcoin is still tracking global M2 with a ~70-day lag.
Two scenarios: dislocate from global M2 thanks to BTC-native buy side, or continue following it into a deep mid-cycle correction.
Grab your popcorn 🍿
NEW: Former BitMEX CEO Arthur Hayes says #Bitcoin could experience a potential sell-off under Trump's presidency, casting doubt on Trump's ability to make the 🇺🇸 US "the crypto capital of the world" and establish a Bitcoin reserve.
As we enter the first year of institutional Bitcoin adoption, I review $MSTR capital markets strategy, shareholder value creation via operations, investments, and acquisitions, Nasdaq 100 and possible S&P 500 inclusion, $MSFT financial strategy, & more.