Postingan

The irony is perfect. First Michael Saylor was selling MSTR shares to buy more $BTC. That was the whole play. Go all in on Bitcoin, no matter what. Now Strategy is doing the exact opposite. They just sold 1,637 $BTC worth 102.4M last week. And what are they doing with the cash? Buying back MSTR stock and stacking dollars. Think about that. The company that built its entire brand on never selling Bitcoin is now selling Bitcoin to support its own stock and build a cash cushion. Markets change fast. Conviction gets tested. But when even “Strategy” starts abandoning the strategy, it tells you something about the environment we’re in right now. Liquidity matters. Survival matters. Narratives only last until the balance sheet says otherwise. Watch the flows, not the tweets. #EarningsWeekAhead #30YrYieldTopOrStart #HYPEJapanFirstBuy $SOL $ETH $GRVT