Corvus

@coinbureau So JPM are buying the dip?

🚨JPMORGAN: CLARITY ACT WINDOW IS NARROWING JPMorgan says the timeline for passing the crypto market structure bill this year is getting tighter. Analysts point to the approaching U.S. midterms, the stablecoin yield debate, and remaining legislative hurdles.

@KobeissiLetter @saylor didn’t cause a crash. MSTR is leveraged BTC. If MSTR was the problem, it would have crashed 30–40%. Instead, it fell roughly in line with BTC. For a leveraged BTC stock, that is actually relative strength. Normally, MSTR falls harder.

It's official. MicroStrategy, $MSTR, is now facing its biggest unrealized loss in history, at -$10.8 billion. In other words, after 6 years of buying Bitcoin, the company is now down -17% on its position. By comparison, the S&P 500 is up +116% over this same timeframe. Since MicroStrategy sold 32 Bitcoin at $77,135 per coin, their positions has lost -$11.8 billion in value. This puts MicroStrategy's stock, $MSTR, down -77% since its record high. Bear market is an understatement.

That number is much lower now because he has already retired a good percentage of the debt. By 2029, he should have zero debt on the balance sheet. And honestly, if BTC ever hits $8K, it is probably on its way to zero anyway. So for long-term $MSTR holders, the debt panic looks massively overblown.

if bitcoin reaches $8000, Michael saylor will go bankrupt

@ZynxBTC I’m wondering if this is one of those “no such thing as bad publicity” moments. STRC has been all anyone has talked about for the last couple of days. If it bounces back toward $100 and Saylor buys his next 25K BTC batch, a lot more people will suddenly understand the product.

Yesterday we were told $STRC was going to zero and it was all over for Strategy. Where are they now? The further below par the product trades, the greater the effective yield and the larger the potential capital gain on the way back up. The product is beautifully designed.

@JamesWynnReal You were right. You must have made a few hundred million on this?

Admit that I was right. At 126k. I called the top and screamed it top and bottom and backed it up. You, and countless others mocked me. Just admit I was right. Then I respect you.

@sircryptotips Online gambling is at an ATH. So he was wrong about both.

Saylor called in all the way back in 2013. Bitcoin is dead.

@Cointelegraph Strive has the cash reserves to handle FUD. Enough to pay 18 months. @saylor and $MSTR needs to build up reserves again. I think $ASST could be one of the best-performing assets of the next cycle.

🔥 UPDATE: Strive CEO Matt Cole says Strive can hold Bitcoin through 2027 without selling.

@HermesLux I went 50% MSTR and 50% ASST. There is so much upside for ASST. I went with 600-day options. @AdamBLiv has some very good videos on it.

@CorvusBTC not yet. maybe in the future.

Bought more BTC, MSTR, and MPJPY.

@TheBTCTherapist @saylor didn’t cause the dip. $MSTR is leveraged bitcoin:native if MSTR was the problem, it would have crashed 30–40%. Instead, it fell roughly in line with BTC. For a leveraged BTC stock, that is actually relative strength. Normally, MSTR falls harder.

JUST IN: JIM CRAMER REPEATS THAT “SAYLOR MURDERED BITCOIN” MULTIPLE TIMES ON CNBC THIS MORNING

If @saylor caused the bitcoin:native crash, $MSTR would be getting destroyed. It isn’t. MSTR is leveraged BTC. Normally when BTC dumps, MSTR dumps much harder. This time, they’re down almost the same. That tells you Saylor probably wasn’t the source of the panic.

Don’t wait for $40K. If you believe in $BTC, you should be buying it when it looks underpriced. You could be kicking yourself in a couple of months for not taking advantage of these prices. Everything feels a bit calmer today — for now.

@TheMoonCarl Unfortunately for @saylor, those shares belong to the shareholders. Unless he does a runner with them. I think he personally owns about 20k $BTC

Michael Saylor will be fine. When Bitcoin goes to $3 million he will be the richest person on earth, after Satoshi.

@BTCoptioneer @GiovanniIncasa I feel like a lot of this FUD came from how many open shorts there were across crypto, combined with Saylor raising too much money too quickly. It felt like they needed to slow him down.

@GiovanniIncasa $53B balance sheet. $2B yearly dividends. $MSTR will be fine for a long long time even if BTC keeps selling off.

Bitcoin won't run until Saylor's house of cards comes down first.

@PunterJeff Anyone with a brain is loading up on $ASST and $MSTR at these prices.

Interesting

@cryptorover ✋🐂 I am feeling greedy today!

✋ Raise your hand if you're still bullish on Bitcoin. Sentiment check.

3 ways to turn $30K into $1M in the next crypto cycle. This is my second idea, and one I have a lot of faith in: $EXOD — Exodus Movement Inc. Exodus is no longer just a self-custody wallet. It is moving toward becoming a full crypto everything-app. It already has: Self-custody wallets Swaps for major crypto assets On-ramps and off-ramps Apple Pay, Google Pay, PayPal, bank transfer and card options Debit card infrastructure Stablecoin/payment infrastructure Major wallet partnerships A long-term UFC payments sponsorship Plans to bring more financial products into the app They have also acquired companies that help them issue cards and support payment infrastructure for crypto businesses. That matters. Exodus is positioning itself to sit between self-custody, swaps, fiat rails, cards, stablecoins, payments, and eventually broader financial services. During the last cycle, Exodus shares traded as high as around $117. The current price is around $6.68. That means the stock would need to rise roughly 33x to reach $222 per share. A $30K investment at today’s price would buy roughly 4,490 shares. At $222, that position would be worth close to $1M. Is $222 unrealistic? Maybe. But remember: Exodus has already traded above $100 before, and the company is much bigger today than it was in the last cycle. Since then, Exodus has: Reported record annual revenue Expanded its product range Acquired payment/card infrastructure companies Signed a long-term UFC payments sponsorship Built relationships with major crypto platforms Integrated with wallets and platforms like MetaMask, Bitget Wallet, Ledger, Magic Eden and others with a combined 230 million users Built a stronger position as a self-custody and crypto infrastructure company Exodus reported $121M in revenue for 2025. If they can 4x revenue to around $500M in the next cycle, a $6.6B valuation would be around 13x revenue. That is not crazy for a fast-growing crypto infrastructure company in a bull market. Back in 2021, Exodus raised $75M at a much higher revenue multiple. The company is now larger, more developed, and has far more products and distribution. The bull case is simple: If crypto adoption grows, self-custody grows, swaps grow, stablecoin payments grow, and their partnerships start driving serious volume, Exodus could look massively mispriced at today’s valuation. I do not think the market is pricing in what Exodus is becoming. $EXOD is one of the most underpriced crypto-related equities I can find. At $6.68, I think the risk/reward over the next 3–4 years is extremely attractive.

@TheSamsPodcast @saylor @TNorth @PunterJeff @AdamBLiv There is a moment in the video where they talk about how there is so much fud out there and everyone is talking nonsense, that you actually start to question your sanity. How can so many people be so far off?

@saylor @TNorth @PunterJeff @AdamBLiv The voices of reason, amid all the Neanderthal economists and mathematicians running their mouths this week 🟠

Strategy Sells Bitcoin, so what? | Ep. 69 x.com/i/broadcasts/1…

@saylor @TNorth @PunterJeff @AdamBLiv These are two of the best minds in crypto right now. It’s a long conversation, but I’ll probably listen to it a couple of times. There’s some fascinating stuff in there.

@TNorth Interesting discussion of Digital Capital, Digital Equity, Digital Credit, and Digital Money with some excellent insights by @PunterJeff and @AdamBLiv.