Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC https://t.co/1Zf1AVsP1H
BREAKING 🚨: Private Credit
Another one!! Blackstone, which manages $1.3 Trillion in Assets, just restricted withdrawals from its flagship private credit fund 🤯👀
🚨 ARTHUR HAYES UNDER FIRE AFTER ZACHXBT QUESTIONS RECENT TOKEN EXITS
On-chain sleuth ZachXBT publicly accused Arthur Hayes of repeatedly posting bullish targets on tokens before quickly exiting his positions.
He questioned how much “exit liquidity” may have been provided by his followers who bought into the narrative on WLD, NEAR, HYPE, and ZEC.
Only one scenario saves bitcoin:native and $MSTR in the short-term.
Saylor has to come out and say (via Monday's 8K, or next Monday's 8K):
"I sold $4 bn of MSTR and BTC... we now have 2.5 years before we have to raise money again... dividends are covered for 2+ years, debt doesn't mature til sept 2028 (puttable in 2027) and that's easy to refinance via more converts".
If he does that, the market rips, and might even rip 20-30%. It once again makes MSTR uninteresting for years, but that's a good thing. STRC probably goes back close to $100, but he won't be able to sell more. And while capital markets might be closed to MSTR for awhile, it at least buys a ton of time, and in that time who knows what other catalysts might pop up.
He should have done this last week instead of that misguided $2.5mm teaser sale.
If he doesn't, and he continues to just wait it out (only has 5 months), or he sells tiny amounts as he goes (just enough to pay each monthly dividend), this selling won't stop
Arthur Hayes(@CryptoHayes) called $ZEC, $NEAR, and $WLD.
He sold near the top, then disclosed his exit and turned bearish.
$ZEC, $NEAR, and $WLD are now back to where they were before his calls.
DON’T OVERTHINK IT.
Just wait until October 6.
Then buy $BTC.
Bitcoin has always moved in a 4-year cycle.
And every cycle, people say the same:
“This time is different.”
It isn’t.
You don't have to believe me today.
Bookmark this now and thank me later.
Bitcoin valuation - below $800B (soon)
Anthropic valuation - $945B
OpenAI valuation - $865B
SpaceX valuation - $1.65B
And these are single companies - unprofitable, and not public yet
You’d have to be an idiot to invest in these IPOs when you can just buy BTC at cheaper price
🔥ALERT: Arthur Hayes sold ALL his zcash:native after selling his $ENA and $HYPE bags.
Hayes says the Orchard Pool exploit that caused ZEC to crash -30% made him take profit on the entire position.
In less than 24 hrs, Hayes announced he had dumped all 3 coins, calling the “Holy Trinity” dead.