@nztester@BTCtreasuries The volume… high volume seen only in the week leading up to ex div date last two months. Subsequent weeks show closer to average volume. The ladder, MSTR equity has been issued to buy BTC. Itll be nice when weekly BTC purchases use only STRC inflows. Don’t think we’re there yet
@HHorsley Any chance that the move in metals is related to a true supply imbalance in their actual use cases ‘vs.’ the debasement trade. Meaning that the debasement trade has actually not moved yet and when it does, BTC will move.
@dotkrueger Could this be the decouple? BTC decouples with Nasdaq/S&P500 in ‘25, followed by big equities correction in ‘26, and BTC mooning in ‘26?
@GuntherEagleman@rvalen81@EndWokeness Not complaining, but are we concerned at all about this playbook being used against conservatives in left leaning states? Interestingly, we might also ask why did Texas have to do this? Changing tides in a red stronghold?