BTC21 retweetledi
BTC21
431 posts


I'm thinking the SpaceX IPO could be the trigger for a near term market top.
Adrian Morris@_Adrian
Sell in May and go away...
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So let me get this straight...
I met Vitalik Buterin yesterday.
The Bankless guy announces his exit on his $ETH position.
Sentiment is in the gutter, for $ETH & the entire crypto industry.
$ETHUSD is trading at the EXACT same price as it was 5 years ago.
And we're on a key pivot level near the lower-bound of the multi-year consoldiation range, with a slight uptrend of higher lows.
Interesting.

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BTC21 retweetledi

Strategy software will soon be self-healing. Customer issues will be detected, diagnosed, fixed, tested, and resolved autonomously by AI agents. Our Mosaic platform enables this transformation, and eventually our customers will build the same capabilities into their own systems.
Saurabh Abhyankar@saurabha
At @Strategy we’re building self-healing software that’s on your side. So you can stop hunting defective AI.
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BTC21 retweetledi

@CalebFranzen If you had been a German citizen, with Bitcoin gains tax-free after a one-year holding period, would you have sold or held?
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@FurkanCCTV Ich gebe dir 100.000€, du kaufst davon Bitcoin und zahlst mir dafür jedes Jahr für immer 11.500€. Wenn du glaubst dass das eine gute Idee ist, ist STRC aus deiner Sicht ein gutes Produkt.
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Strategy hat laut Hochrechnungen an einem einzigen Tag über 10.000 Bitcoin gekauft. Rund 750 Mio. USD. An einem Tag. Das 24-fache der täglichen Mining-Produktion.
Finanziert komplett über eine Vorzugsaktie namens STRC, die 11,5% Dividende verspricht.
Seit Wochen läuft die Debatte: Geniales Finanz-Engineering oder Schneeballsystem?
Ich arbeite gerade an einem Video, das alles aufschlüsselt. Komplett verständlich, auch ohne Finanz-Background. Die Fragen, die ich beantworte:
→ Wie funktioniert die Gelddruck-Maschine wirklich?
→ Warum hängt alles an einer 100-Dollar-Schwelle?
→ Wo sitzt STRC zwischen Aktie, Anleihe und Vorzugsaktie?
→ Wie viele Wandelanleihen werden 2027/2028 fällig und woher kommt das Cash?
→ Wie lange reicht die Reserve, wenn Bitcoin crasht?
→ Was passiert bei BTC -30%, -50%, -70%?
→ Ist das Saylor's Genie oder die nächste Lehman-Falle?
Habt ihr Lust drauf?

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@FurkanCCTV Das gesamte Projekt "Bitcoin"... hängt an 1 Mann bzw. 1 Unternehmen 🤔 sehr beunruhigend. Think about it ☝🏻
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BTC21 retweetledi
BTC21 retweetledi
BTC21 retweetledi

@CalebFranzen Being a buy and hold only guy it feels great to have you back on the team again. You’re more often right than I like to admit. Fells like I’m finally get back in the winning boat.
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BTC21 retweetledi

@CalebFranzen Doubled my DCA. Buying every week now. Plus limit orders on every realistic 5k down. They get bigger the deeper we go. Not trying to nail the bottom but I’m trying to make the most of this entire bear market.
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I've only approved of selling Bitcoin on two occasions:
1. At $97k in Nov.'25 (2-day 200 breakdown)
2. At $97k in Jan.'26 (2-day 200 undercut retest)
That's it.
So when I post bearish data/charts/analysis, I'm not encouraging anyone (or myself) to sell.
I'm trying to make you recognize that you shouldn't rush your DCA schedule.
I'm trying to make you recognize that endurance is key.
I'm trying to make you recognize that lower prices are likely coming and that you should be prepared to take advantage of capitulation, when it comes.
I'm trying to improve your odds of survival.
This is not a "make money" environment.
This is a "brace for hard times" environment.
My baseline expectation is that I'm going to get poorer in this market environment, because I still own a lot of Bitcoin (even though I sold a big chunk of my stack in November at $97k) and I expect to buy more Bitcoin.
If my expectation is wrong and we return to a "make money" environment faster than I expect, who cares? I still own Bitcoin, I've been able to reallocate what I've sold, and my "buy back all in" price is below where I sold.
So even if my bearishness gets invalidated, which it might, then my ability to adapt and reallocate based on data will put me back into a full exposure position.
That level is the 2-day 200 moving average cloud.
I've been talking about it since February 2025.
Literally one year.
I told you that I'd get bearish if/when price broke below it.
I told you that I'd sell if/when price broke below it.
I told you we'd retest the 200W MA if/when price broke below it.
I haven't missed on any of those.
So what now?
I've begun to reallocate in this market.
I'm buying in a downtrend.
But I'm trying to buy at the right times.
Do you want to buy in the early stages of a downtrend, or in the later stages?
The answer is simple: the late stages of the downtrend.
The problem is that we don't know when that stage begins.
Thankfully, I've looked at all the data using a variety of different statistical indicators and I found a way to put the odds in my favor.
I shared an accumulation signal a few weeks ago.
I forecasted the retest of the 200-week MA cloud.
We're on some key levels literally right now.
So I've been buying.
Specifically, I bought back 20% of what I sold at $97k.
I'm going to buy a lot more in the weeks and months ahead, at strategic levels and at strategic times, based on my analysis.
Again... yes, my analysis is bearish.
That analysis has been proven correct.
I think it will continue to be proven correct.
I'm not sharing that analysis to scare you.
I'm sharing that analysis to prepare you... because prepared minds are able to navigate chaos, rather than react to chaos.
Think carefully about which type of investor you want to be.
Lock in.
Embrace nuance.
And good luck to you all.
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$BTC bro.
You are done.
Cooked.
Toast.
EL finito.
You had a hell of a run - well played.
But now it is game over.
It always was based on hype, not fundamentals.
Now that the mo is gone, all you are left with is the chart and narrative.
You can’t defend the valuation. Nobody can.
Four year cycle, stock to flow, digital gold - what is the next BS narrative?
I can’t wait for the haters to go nuts in their responses to this post.
The ad hominem attacks, the profanity, the hate - that is the way you roll.
Are you capable of fact based, civil discourse? Most unlikely.
Or will you just embarrass yourselves because you can’t be polite.
It will be my pleasure to block every single one of you.
The X audience will delight in your display of hate and ignorance
This will be glorious.
George Noble@gnoble79
Well, that escalated quickly. Number no go up no more. Digital gold they said. Store of value they said. Medium of exchange they said. So much for the stock to flow model. It always about narrative and momentum. You were warned. Have fun getting poor. $BTC #Bitcoin
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