Crypto traders trying to long this bullish hammer candle thinking bottom is in are about to experience what 1B out of ETF outflow feels like no later than tonight when US session opens.
Remember, there are always signs...
Watch Michael Saylor freak out when questioned about how bitcoin:native "treasury companies" like $MSTR are going to compete over shrinking private credit liquidity.
"It's an ignorant, insulting, myopic question."
MicroStrategy's position is deteriorating rapidly. In 4 months:
— USD reserves is down 60% to $900M
— Annual div obligations DOUBLED $835M → $1.65B
— Reserve coverage shrank 30 months → 7 months
— BTC sold: 32 BTC (first since 2022)
— STRC @ 11.5%, now trading below par at $97.11
Saylor is running out of cash and options
$MSTR still trades at 1.2mNAV which should provide some short-term relief, but with ~$137M in monthly div expense, it's gonna get uncomfortable
is there a scenario where Saylor continues to be a forced seller but $HYPE remains uponly?
Or entire market needs to go down with the MSTR sinking ship
war = bullish news for $BB
contracts with the US Airforce and Homeland security.
cybersecurity side it supports the IRS, customs, BP, SS, and a lot more.
people truly haven't gotten a grasp that they aren't just a Physical AI company, but it's also a defense stock.
only 5 coins exhibiting strength while BTC was nuking into oblivion last 24hrs
$ZEC - Privacy and Quantum resistance
$NEAR - Privacy and AI
$VVV - Privacy and AI
$HYPE - PERP w/buyback meta
$LIT - PERP w/buyback meta
Someone should make a privacy quantum resistant AI perp dex. It would crush
The year is January 2027
Saylor filing shows a 320,000 sell. bitcoin is now trading at $3K. MSTR is now the evergrande of digital assets. Turns out the real estate analogy was accurate to the tee.
Yet the latest polymarket on whether he has sold by January 30 2027 resolves as no because Bankless was sleeping on the wheel and report the headline two weeks after.
$UMA whales acquire another mansion in Miami where they host an gay orgy party with Shayne.
@vdLeonn why is $UMA market cap only $39MM.
you mean i can compromise the integrity of a $15B valuation company, the largest prediction market in the world by buying this shitcoin nobody cares about?
everyday a new bearish catalyst emerges for $BTC
Yesterday was MSTR selling
Today is MtGox moving coins
Tomorrow is geopoliticals and tradfi risk-off
Just can't catch a break at all. BTC is so cucked at the moment