A mindset shift is coming for crypto where traders will want to see how tokens are used onchain.
The more usage, the greater moneyness the token has.
Let's move on from this sad game of playing chicken in the trenches...
https://t.co/UsHaBV3osf
"MicroStrategy is, Bitcoin's first and only investment bank" @stonychambers
great chat about how best to understand MicroStrategy's (new) core business, how it accrues value to the equity, and how best to price it all.
with the sea change in crypto policy, on-going talks of a Bitcoin Reserve, and change in tune from TradFI, MicoStrategy might still be a good buy opportunity.
have a listen (link in post below) and tell me if Bitcoin's first investment bank might be worth more than $500 Billion....
up and coming analyst believes MSTR is Bitcoin's first (and likely only) Investment Bank.
and if this right, the stock price is going much, much higher.
agree with the thesis?
check it out👇
"Early signs $ETH is ready to run"
@MrBenLilly is back on Trading Pit to discuss whether Ethena has suppressed price (and when that might end).
join us live in 45 here on X.
"moonshot targets for Bitcoin, Ethereum and Solana?"
On tomorrow's Trading Pit will see if 2025 is kicking off with the fuel to take us to the moon.
check out the rest of the episode 👇
For those that listened to this week’s flow report on @xChanging_Good you might recall the discussion of Babylon flows.
Kairos breaks it done nicely here if you want to go further.
"the bitcoin game has changed" @TheWhale_hunter
staring at dusty whale wallets isn't worth your time as ETF's, MSTR, and prime brokerages alter how the market trades.
hear this and the reality of Bitcoin's Supply Crunch in the discussion below👇