Will i ams

Long Bitcoin and Strategy Inc

[Will i ams @notliterary]

You’re a two timing bitch, but we love to bang them anyway

[Layah Heilpern @LayahHeilpern]

Damn today has been wild, when the market dumps yall gonna owe me an apology 😂

[Will i ams @notliterary]

The ten days when bots from MMs pump the market, bring in retail, then dump the market

[Jack Mallers @jackmallers]

Bitcoin’s performance comes in violent repricings. You blink and it rips another 30%.

Miss its 10 best days a year, and even owning Bitcoin the other 355 days historically loses money. This is why we HODL.

Bitcoin rewards humility. Stay humble. Stack sats. HODL.

[Vincent Van Code @vincent_vancode]

"Binance is open order book, free market sets price of tokens". This is not BULLISH, this IS BULLSHIT. BOTS dominate Binance with 60-80% of trades done by bots (see table)

The chart below shows 5 tokens running together, with millisecond precision. This is not human data, and when you overlay 100s of exchanges, you will see that prices are moving identically together. This is not fair market, and no one doing POO about it, Clarity wont fix this.

TLDR; Binance is the global dominant exchange that encourages bots and non-human trading to very large entities (see table), so you need millions to even get a seat at the table. And once you are in you get full market data, deep order book data, liquidation points, and millisecond connections. Clarity wont fix a corrupt industry, only dismantling crypto exchanges will fix it. MOVE to FOREX market, it is regulated, law bound and controlled.

Here is exactly how that market mechanic works with these BOTS:

· The Price Discovery Leader: Studies on cryptocurrency market structure consistently show that major centralized exchanges, with Binance at the forefront, lead price discovery.When massive buying or selling volume shifts the price of an asset on Binance, that new price becomes the benchmark for the rest of the industry.

· Arbitrage as the Messenger: High-frequency trading (HFT) and arbitrage bots constantly monitor Binance's order books alongside other centralized exchanges (like Coinbase or Kraken) and decentralized exchanges (like Uniswap). If a token's price spikes on Binance, an arbitrage bot will instantly buy that same token on a slower exchange where it is briefly cheaper, and sell it back on Binance to capture the spread.

· Millisecond Synchronization: This algorithmic buying and selling closes the price gap in milliseconds.This is precisely the phenomenon the X user in your screenshot is observing. The tokens are moving in perfect tandem because bots are instantly executing triangular arbitrage or cross-exchange trades to correct micro-deviations in price, keeping the whole ecosystem perfectly aligned with Binance's lead.

· Liquidity Hedging: Major market makers also rely on Binance to hedge their positions. If they provide liquidity on a smaller exchange, they will offset their risk by executing a corresponding trade on Binance.

Ultimately, because the deepest liquidity sits on Binance, almost all automated trading infrastructure has a direct link back to it. When Binance moves, the bots force the rest of the market to follow instantly.

Now lets look at the companies who are scalping, and name shame them:

• Jump Crypto (Jump Trading) [@jump_]: Founded by Paul Gurinas & Bill DiSomma. Crypto side previously headed by Kanav Kariya [@KanavKariya]

• Jane Street [@JaneStreetGroup]: Founded by Tim Reynolds, Rob Granieri, Marc Gerstein & Michael Jenkins

• Cumberland (DRW) [@CumberlandSays]: Founded by Donald R. Wilson Jr. [@drwconvexity]

• Wintermute [@wintermute_t]: Founded by Evgeny Gaevoy [@EvgenyGaevoy]

• GSR Markets [@GSR_io]: Founded by Cristian Gil [@CristiangilGSR] & Richard Rosenblum [@RichR_GSR]

• DWF Labs [@DWFLabs]: Founded by Andrei Grachev [@ag_dwf]

I have CONFIRMED every single one of them has VIP/high volume trading with Binance (see table).

[Fred Krueger @dotkrueger]

Best montage ever.

[AMERICAN HODL 🇺🇸 @americanhodl8]

Things like this make me very bullish

[Ran Neuner @cryptomanran]

Oh no.

If you lie to get people into your telegram group so you can fleece them, I’m going to call you out. Cleavage or no cleavage.

[Business Dad @iambusinessdad]

Wait what!! Look at what she just posted!! I guess she went long at $62k while telling everyone to be bearish?

Give her more views she has no integrity no soul all about the engagement! $ETH $BTC

[Will i ams @notliterary]

Fair enough and refreshing honesty, rather than than claiming to be perfect like some on here

[Crypto Kid @CryptoKid]

I would have loved to be further exposed in Bitcoin longs at the moment.

But unfortunately, a majority of my BTC purchases through the bear were spot accumulations instead of leveraged ones.

My intention was to develop a more substantial leveraged position from early September into October, as my thesis showed a likely drop into Q4 (which we still can do, but I doubt it would create a drawdown beneath $57,700).

Do I regret that? A little of course, with hindsight bias playing the lead role.

But I’m happy that I stayed true to what I calculated and believed in.

The seasonality thesis, the school of thought I lead with in my TA, successfully predicted a Q4 top in 2025, which allowed me to sell and take profits when BTC traded at ~$100,000.

Unfortunately, it hasn’t quite followed through in calling the bottom (with respect to the current state of the market). But, it did protect me from calling the bottom in February, and expecting ATHs instead of a reversal in May.

With that being said, I just want to highlight the important of pragmatism, and being able to adapt your expectations/analysis without marrying 1 thesis.

Admittedly, it is something that I will work on more for the upcoming cycle.

Also, I happen to find that the toxicity in the timeline from constant “bottom callers” who expected a Supercycle in October 2025 toward particular analysts including myself is disappointing.

Developing a thesis is hard, sticking to it is harder. And I believe it should attract respect instead of the “dunking” culture we operate in today.

In the end, what matters is making money from your time in the market. If that’s the case, you’ve won. No need let FOMO/regret cloud your mind.

The market presents opportunities daily, if we create a new local high above $82,500, the bull market will officially begin, and the amount of daily opportunities will increase further.

Let’s seize as many as we can, and support each other instead of spewing hatred and ego.

🫶

[Will i ams @notliterary]

@KobeissiLetter I just think she’s hot

[Will i ams @notliterary]

@LayahHeilpern Bit sycophantic

[Will i ams @notliterary]

Exactly

[MikeWMunz @mikewmunz]

I still do not agree with Saylor when he says STRC is short duration

I don’t need it to be zero volatility on a one or two month duration. I need it to pay me twice a month in perpetuity with confidence it will be roughly $100 when I want to sell it on a medium to long time frame

Using it to peel off .12% every two weeks playing hedge fund like games with tons of risk around ex div makes no sense

I want to know that I can hold this till next year and be confident it’ll pay me on schedule and it will pretty much be the same price as it is today or higher (back to $100 par value). Or hold it for the next 5 years as a stable source of income that I don’t want exposed to huge market moves

Other investments are for that, not STRC

[MikeWMunz @mikewmunz]

I still do not agree with Saylor when he says STRC is short duration

I don’t need it to be zero volatility on a one or two month duration. I need it to pay me twice a month in perpetuity with confidence it will be roughly $100 when I want to sell it on a medium to long time frame

Using it to peel off .12% every two weeks playing hedge fund like games with tons of risk around ex div makes no sense

I want to know that I can hold this till next year and be confident it’ll pay me on schedule and it will pretty much be the same price as it is today or higher (back to $100 par value). Or hold it for the next 5 years as a stable source of income that I don’t want exposed to huge market moves

Other investments are for that, not STRC

[Michael Saylor @saylor]

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.

[Will i ams @notliterary]

@ZachHumphries Seems reasonable

[Will i ams @notliterary]

@scottmelker @giancarloMKTS We bottom

[Will i ams @notliterary]

@ThirtiesLovie @AmberInStyle Great

[Will i ams @notliterary]

@JulyFox33 Burn brightly

[Michael Saylor @saylor]

@WatcherGuru Old news presented as new. Strategy announced this authorization on June 29 as part of its capital-management framework. It permits, but does not require, BTC sales for stated purposes. No new authorization was announced, and we expect to remain a net buyer of Bitcoin over time.

[Raoul Pal @RaoulGMI]

Humans can't resist sex and leverage but they both end up in the same place. You get fucked eventually.

[Will i ams @notliterary]

Should help to keep scummy short sellers on their toes going forwards- I even think let it run slightly above par sometimes to flush those dirty scummers out

[Zaid 🟧 @zaidlikesmstr]

$MSTR

The surprise headline before the earnings call was, in fact, the $STRC buyback.

It has officially begun.

Strategy repurchased $25 million worth of $STRC , marking the first time the company has bought back shares since adopting the Bitcoin Treasury Standard.

At our current scale, $25 million is a relatively small amount.

But I think the intention behind this move was to send a message.

A clear signal to investors that management is willing to step in when it believes it’s appropriate.

It appears the pre-market has liked the move, with $STRC trading slightly higher.

As we discussed yesterday, the other headline was the expansion of the USD Reserve, which now sits at a clean 2.1 years of dividend coverage after another $544.5 million was added over the past week.

That’s a significant amount of capital raised in just one week.

A $3.75 billion USD Reserve.

The $STRC buyback officially underway.

The earnings call is just around the corner.

I think the stage has been set perfectly.

Things are about to get very interesting.

Mission: Strategy.

$BTC $MSTR $STRC