THIS WILL BE ABSOLUTELY MASSIVE
🇷🇺 Russia will legalize regulated retail crypto trading starting July 1, 2026.
Additionally, Russia’s Central Bank has proposed that non-qualified retail investors will initially be limited to Bitcoin, Ethereum , and USDT.
As I have said before,
Bears have 3 months to push $BTC as low as possible.
Whatever price Bitcoin reaches in August or September is likely to represent the cycle bottom.
Let’s be completely objective.
$BTC below the quarterly open is bearish.
If the quarterly low holds, a move back to the quarterly open remains possible.
However, if the quarterly low is lost, the next area of interest is the CME gap around 54K, followed by the July 2024 low.
Strategy’s Bitcoin is worth about $12 billion less than it paid for it. Today Michael Saylor posted the numbers and called it “Business is Good.”
He is not lying. You are misreading the metric.
The figure he is flexing, BTC Yield of 12.8% this year, is not a yield. It pays no cash. It is not interest, not profit, not return. It is the percentage rise in how much Bitcoin each share owns, and it climbs when Strategy sells new stock above the value of its coins and buys more. BTC Yield is the scoreboard of the dilution machine, and by that measure it is genuinely winning. A share owns 12.8% more Bitcoin than it did in January. That part is real.
Now look at what the green board leaves off. At an average cost near $75,700 against a $61,410 spot, the 845,256 coins cost roughly $64 billion and are worth about $52 billion. Every number on that screen measures per-share accretion. Not one measures the loss on the dollars.
So two things are true at once. Shareholders own more Bitcoin per share than ever, and the cash behind those shares is underwater. The yield measures the flywheel. The price measures the bet. Today they point opposite ways. If Bitcoin reclaims $75,700, the loss turns to profit and the accretion compounds on top. It simply has not paid yet.
And here is what matters most. The yield stays green only while the stock trades above the value of its coins. That is the engine: issue at a premium, buy Bitcoin, lift the count per share. Let the premium fade and the machine stops minting yield, leaving only the price bet underneath.
“Business is Good” is true, by the metric Saylor built to measure it. By the measure everyone else uses, cost against market value, the same business is underwater. Both are true. Knowing which one you own is the entire game.
$BTC has respected ONE line for 9 years.
2017 → touched, +1300%.
2018-19 → touched, +1900%.
2020 → touched, +1900%.
2022 → touched, +700%.
2026 → touching now.
The line has never broken...
Look everyone... don't ever be concerned with my positions; be concerned with the risk you are taking.
I've been trading for 43 years and have had only a few single-digit drawdown years. All of my trades are made from very low-risk entry points and always with a hard stop loss in place.
I could turn out to be wrong and the market may have already made its low. If so, I'll get stopped out. That's the business.
I'm wrong just as often as I'm right. The difference is that my risk is always defined and controlled. What matters is not being right all the time; what matters is that the risk taken relative to the potential reward, adjusted for batting average, is managed in a way that produces a profitable outcome over a large sample of trades.
That's how I've approached the market throughout my entire career, and it's no different today. The distribution of gains and losses over time forms a profitable bell curve because risk always comes first, and risk is always managed in relation to reward.
If AI is a bubble,
Bitcoin's a balloon.
If the bubble pops, it goes back down ...
then Bitcoin to the moon.
I'm not saying stocks in trouble,
but don't be a buffoon.
Buy it if you're feeling good or if in some sort of pain.
Buy it because you know that nothing stops this train.
@LynAldenContact
🚨Anthropic just showed a 24-minute workshop on how to actually do prompts for Claude.
Taught by the people who built it.
Free. No registration. No paywall.
I've seen $300 courses that don't cover what they teach in the first 8 minutes.
Watch it and bookmark it now!
Andrej Karpathy spent 2h showing how he actually uses AI day to day
he's a co-founder of OpenAI and led AI at Tesla, so when he shows how he works, it’s worth watching
and the whole session is just him telling the machine what he wants in simple terms, like he's briefing a coworker
watch what's actually happening the entire time:
> he describes the task in normal words
> it goes off and does the work
> he glances at the result and nudges it with one more sentence
that's the whole skill, and you've had it since you learned to talk
the only gap between that and a worker that runs on its own is handing that sentence a schedule and the tools to act
check his work, then build the version that keeps working when you stop
People doubted Tesla for many years, doubted Palantir, doubted Airbnb during COVID, doubted Uber post-Travis, doubted Facebook when the iPhone moved the platform to mobile, etc etc.
Companies pioneering something new always have valid reasons for doubt.
But people should realize also that smart, focused operators are dynamic, and relentless on steering their ships to victory.
$STRC and $MSTR shareholders have approved the amendment to move $STRC dividends from monthly to semi-monthly. Under the new cadence, the first record date is June 30 and the first payment date is July 15. Thank you to every shareholder who voted. https://t.co/3sIqqF3FCR