Jamesvanst

Good luck to all mortgage holders out there that need to re-finance.

I have a slight concern about $STRC that the market may start to exploit:
Buy STRC, hold for 2 weeks, sell (forcing a dividend increase), then repeat.
The market may exploit Saylor's plan, and I don’t see why the dividend couldn’t theoretically reach 20%.

If it’s not absolutely clear, Bitcoin has bottomed versus gold.

The two things bloating up my timeline is the fear and previous cycle fractals showing 40k.

MSTR just closed above the 200WMA for the first time since February.
Between May and July 2022 it never closed above the 200WMA.

The market is so heavily hedged with fear right now that the $20,000 put is the largest option position going into quarterly expiry.
Makes me think Bitcoin just goes higher, after expiry

Remember the insolvency, liquidation stories and the billions in unrealized losses coming out against MSTR.
Good times.

The new relationship forming is Bitcoin and stablecoins (CRCL) going up with the DXY.
Meanwhile, gold and the Shanghai Composite are in lockstep, trending down.
BTC = U.S.
Gold = China

BTC is now up 8 consecutive days in a row (only 15 times it has done this before).
One of those times was in 2022, March 22-29.
BTC then fell 60% over the next 80 days.

It took $STRC 8 trading days to get back to $100 (par) in February.
Trading day 2 opens at $99.90.

Last week was a glimpse of what Strategy wants to achieve long-term.
$STRC was the leading Bitcoin accumulator ($1.2B).
The common stock ATM will be used more opportunistically.
The company will need to let the common stock run more freely.
While it is more accretive to use the STRC ATM.

Saylor will be announcing a top 5 bitcoin purchase on Monday, which was achieved in a bear market.
>22,305 BTC
For third place, its greater than 29,647 BTC