Apollo Haze

Father 👨🏻Cyber Hornet $BTC🐝 Irresponsibly Long $MSTR🚀 Guardian of the $GLXY 🧑‍🚀 Chart Champion Member 📈🏆

[Apollo Haze @haze_apollo]

Bitcoin Bullish Elliott Wave Count

@bitcoin @btc

[Apollo Haze @haze_apollo]

@glxyresearch Why is $GLXY not on this chart? This is Galaxy Research putting out the data and you’re not including $GLXY? 🤔

[Apollo Haze @haze_apollo]

@ProducerBorland @jasonmoore @andyholloway @BryanKetron Let’s get some W’s

[Michael Saylor @saylor]

MicroStrategy has acquired 5,262 BTC for ~$561 million at ~$106,662 per bitcoin and has achieved BTC Yield of 47.4% QTD and 73.7% YTD. As of 12/22/2024, we hodl 444,262 $BTC acquired for ~$27.7 billion at ~$62,257 per bitcoin. $MSTR https://t.co/asDGerBV7q

[Michael Saylor @saylor]

The orange dots on https://t.co/Bx3917zeAK are motivational.

[Apollo Haze @haze_apollo]

@elonmusk Drain it

[Apollo Haze @haze_apollo]

@CCPool_Daniel Also 2nd EW target😉

[J64 @_J64_]

🏧 “The cost of capital got cheaper today, let me repeat that, the cost of capital got cheaper today.” When you unpack the $42B capital plan, you realize how every move by the @MicroStrategy treasury team is strategic by design. @PunterJeff lays out why monitoring the leverage ratio is crucial to optimizing debt terms for future opportunities. Prioritizing and accelerating the ATM capital built an equity base that sets the stage for taking advantage of the macroeconomic conditions and deploying the convertible bonds. With FASB adoption around the corner, Q1 price action and capital allocation will be impotent to consider. @nithusezni alludes to how important this is when thinking about S&P500 inclusion criteria. Tune into @tnorth for the sharpest of the sharp.

🎥 Crew: @_adrian @PunterJeff @Z06Z07 @nithusezni @werkman @TimKotzman

Here are 🔟 insights from episode 11:

💡 “Irresponsibly Long” Approach: the group is laser-focused on Bitcoin/MSTR as a long-term play, advocating for holding through market noise. [04:21]

📈 Explosive Growth Reminder: $MSTR’s stock jumped from $146 to $349 in six months, proving resilience against market pressures. Their strategy beats most equities, doubling returns since mid-year. [05:27]

📥 QQQ Inclusion: $MSTR’s addition to the QQQ index effectively ties Bitcoin to a top tech ETF. Reconstitution, set for December 23rd, will attract consistent buying pressure. [09:01]

📅 Upcoming Catalysts: Major events like Bitcoin’s fair value accounting adoption, Fed rate cuts, and potential regulatory changes in January are poised to create market-shifting dynamics. [11:31]

📊 Fair Value Accounting: Starting in 2025, new FASB rules will allow Bitcoin gains to show on earnings. This could massively boost MicroStrategy’s net income and attract global corporate adoption. [16:11]

🌟 Visionary Leadership: Michael Saylor and team continue to redefine corporate finance by integrating Bitcoin. They are creating a blueprint for future companies seeking similar success. [32:45]

🪙 Bitcoin Holdings Surge: In Q4 alone, their Bitcoin holdings rose from 252K to 439K. This jump, paired with a drop in leverage ratio to 16.3%, strengthens their balance sheet for future growth. [37:42]

🏆 S&P 500 Potential: $MSTR is close to meeting the earnings criteria for inclusion. A $10K Bitcoin price increase in Q1 2025 could trigger an immense valuation spike for MicroStrategy leading to potential inclusion in latter part of 2025. [41:53]

💰 $42B Capital Plan Execution: Initially set for three years, MicroStrategy completed this plan in just four months. It reflects overwhelming confidence from investors in their growth strategies. [44:26]

🔗 Strategic Convertible Debt: Bitcoin-backed bonds offer a way for institutions to gain exposure while reducing risk. $MSTR’s innovative use of this financing positions them as a market leader. [59:52]

Full video: https://t.co/FmiFSee0cb

[Apollo Haze @haze_apollo]

@CharlieKNews Hey Charlie, this post has nothing to do with your post but rather a recent YouTube video you posted regarding the Trudeau government. There are a lot of prominent US voices urging for a change in government… please continue pushing for Canada… we need it. Thank you

[nestay @NestayIO]

Eyes on golden.

[CryptoCon @CryptoCon_]

Bitcoin to 109k by December went well! I first mentioned this at 60k just after the bottom in August this year.

It was just the next step up according to this very accurate Fibonacci Extension!

So... now what? Big correction?

Now that the bull market is in full effect, corrections are an afterthought. That doesn't mean they won't come, it just means they're not important. The time to buy crypto has well passed.

What and when is the next milestone?

I'm placing the next dot at the 5.618, which is about 166k. It also has an aggressive time frame of February 2025 which I've estimated based on our rate of acceleration and trajectory.

This is not a psychic reading, just likely targets using accurate an Fibonacci extension and important time frames.

And... I don't think that February high will be the end.

[Michael Saylor @saylor]

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.

[Apollo Haze @haze_apollo]

@MAGAVoice Make it 51 States 🇨🇦

[Vinyle @Vinyle_mobile]

Mike @novogratz's $GLXY Digital on the weekly, for viewing

[Freedom By 40 @Freedom_By_40]

$MSTR detailed count for rest of cycle.

For those who are new here please do not pay as much attention to the time as the price (the time is just a best guess projection as EW is not time based but price based).

[Cris Reed 🎙️Bitcoin Mindset Podcast @CrisReed]

What if the market started pricing in #bitcoin yield as earnings starting in 2025?

@RichardByworth has some thoughts.

$MSTR

[Apollo Haze @haze_apollo]

@intangiblecoins @PunterJeff I’d be really cool if the Guardians of the $GLXY could team up with the Irresponsibly Long $MSTR kid analysts 😏

[Apollo Haze @haze_apollo]

@intangiblecoins @PunterJeff

[Decode @decodejar]

#Bitcoin - LTF primary count update. Still moving up in this log channel to complete wave five. 3-4-5-4-5 left in the count to find a top, assuming this count is correct.

Some counts have macro wave 4 completing one wave later, which would eliminate one swing from the projection here, finishing earlier.

Of course we follow the data, not any preconceived count, so will adjust as necessary.

1/

[Willy Woo @willywoo]

Welcome to the 3rd great #Bitcoin supply shock

[Jeff Walton @PunterJeff]

$MSTR adds another 15,350 Bitcoin to the balance sheet.

Financial leverage improving, and capacity for future convertible debt expanding

The timing couldn't be better, and impatient NAV HODL'ers need to zoom out and take a deep breathe

$QQQ inclusion improves credit quality
Fed meeting on Tue / Wed - potential drop in interest rates

(Both bullish for improved debt terms)

Future debt on balance sheet possible to be at even further improved terms from prior issuance in November

Equity shareholders benefit from increased Bitcoin on balance sheet (base capital), and ANY Excess Bitcoin return (upside), and Excess Bitcoin risk (downside) that the bond holders are not willing to take on is delivered as "yielded Bitcoin" to equity base holders

While many are complaining about the ATM, there are MANY MANY benefits of utilizing the ATM as soon as possible, providing a base balance sheet CAPABLE of issuing $21 Billion in debt, while also front running nation states, and mass corporate adoption

As an equity shareholder, and Bitcoin Bull, I am personally VERY HAPPY to take on excess risk and excess return that the TradFi market can't stomach.

Capital plan progressing very well

We will be discussing further on @tnorth on Wednesday