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@cantonmeow Does the MSTR/IBIT show the same behavior/resistances? I assume it does but just curious.
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@altols @PunterJeff I was waiting for an explanation in their slide deck but nothing. 🤷♂️
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@PunterJeff Huh. How did they get around the “rule” or whatever it is at NASDAQ(?) that made it so dividends could only be declared every 10 days or something? Just by saying the dividend is declared per month, but then broken up?
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STRIVE - The Daily Dividend Company
Digital Credit is going DAILY
Below are the improvements on the horizon for $SATA and @Strive
What it means and why it matters 🧵👇
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@dannydiggler81 @StockSavvyShay The overall policy allowing H200 sales dates back to January, but the specific approvals for these specific companies is new…hence the stock price movement.
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@StockSavvyShay Do you understand $NVDA was already approved before this trip ?
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$NVDA gained ~$150B overnight on H200 approval for China.
China is the world’s #2 compute market, home to a massive share of AI researchers and many of the top open-source models which is why Nvidia access is HUGE.
Compute is the new oil of the AI economy.
Shay Boloor@StockSavvyShay
U.S. officials have reportedly approved around 10 Chinese firms to buy $NVDA H200 chips. Approved buyers include $BABA, $JD, Tencent and ByteDance with Lenovo and Foxconn approved as distributors.
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@0xDawny @BitcoinArchive No, he’s literally saying he doesn’t move markets. People keep saying he’s propping up btc. Just like he has always said his ATM sales also doesn’t move the price.
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@BitcoinArchive saylor really thinks he moves markets lol. the real flow dont even flinch
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MICHAEL SAYLOR: If Strategy's Bitcoin buys/sells move the price:
"We have announced we are going to buy $42B of $BTC, the market goes nowhere."
"We have literally bought $200M an hour, the price does not move up."
"We have bought 200M an hour for 4 hours, turn it off and the price trades up."
"The market has its own dynamic. We are definitely not driving the price."
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Anyone else annoyed at this animation style? Can’t put my finger on it but I just don’t enjoy it. Maybe there’s not enough wind-up or follow-through to make the motions visually interesting?
J Fils (prove it)@FilsJeremiah
Yeah maul shadow lord is an all timer Vader was putting belt to ass the entire ep without saying a single word
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@cantonmeow That's actually pretty surprising that march 2020 isn't on that list. The market circuit breakers were tripped 4 times in less than 2 weeks. It seemed like everyone was running for the hills during that time.
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AAII sentiment survey: the top 30 most bearish weeks since 1986 are shown here.
Majority of it runs into 4 clusters:
- The 1990 crash 🟢
- The Great Financial Crisis 🟡
- The 2022 Inflation/Rate hike crash🔵
- The 2025 Tariff flash crash🟠
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@Teslarati This is the correct reponse imo. It hesitates in case one of those cars in front decides to move into the turn lane. When you are sure they aren't moving then proceed. This is exactly how I would've handled it.
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🚨 This is one of those things I hope FSD improves with
It’s okay to touch the yellow line; the hesitation it seems to portray here is understandable considering traffic laws, but it should just go around and get into the turning lane, especially if there’s no hazards around
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@Teslarati When you rent a "regular" car you immediately miss every single tesla convenience and wonder why the hell these other cars are still like this.
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@_Adrian Perhaps this was never disclosed but does Strategy immediately buy BTC after selling STRC shares or do they buy at the end of the day/next day/end of week using OTC? I'm assuming that if it's immediate it's spot but if it's not then I'm guessing OTC. Or maybe I'm completely off.
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There is some confusion around the $BTC purchase this week. Yes the $STRC raise lines up almost exactly with the $BTC purchase amount. Leaving the $144M $MSTR raise (we assume) for dividends.
That said I try not to assume or state anything that's not explicitly noted in the 8-K. The filing says the $BTC purchases were made using proceeds from the ATM program in general, but doesn't earmark specific dollars from $STRC vs. $MSTR.
Straight from the actual April 6, 2026 8-K language:
"(1) The bitcoin purchases were made using proceeds from the sale of shares under Strategy's ATM."
Once cash is on hand, nothing says this dollar must go to “X” while that dollar to $BTC. The SEC filing keeps it aggregated on purpose.
Adrian Morris@_Adrian
$MSTR | $STRK | $STRF | $STRD | $STRC | $STRE: Very Happy Monday and Good Morning everyone, it's Cornday. @Strategy has acquired 4,871 $BTC and now HODL 766,970 $BTC. This $BTC purchase was made via the $MSTR | $STRC ATM Equity Offerings. Link: assets.contentstack.io/v3/assets/bltf…
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For STRC to hit 5% there would have to be consistent massive demand for STRC that it keeps it pegged above 100 for an extended duration. Even at that rate it would take over 2 years to get there from this point (unless SOFR drops too) as max adjustments of 25 basis points per month. The mechanisms that keep it pegged at 100 make extreme cases of 5% or even 15% highly unlikely imo. It's built for stability.
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@Hanakookie1 For now. That variable rate will makes me nervous. What happens when they lower it to 8%? 5%?
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The hype around $STRC feels a lot like the launch of a new memecoin. Its success highlights a simple reality: most people don’t want Bitcoin. They want yield, safety, and guarantees even in a world where guarantees don’t exist.
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So many grifters on here peddling their stock "programs" but debate their thesis and get blocked...lol. A warning to anyone willing to fork over hundreds or thousands of dollars to their system which somehow only wins...they don't necessarily know more than you. And they certainly don't have a crystal ball.
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I am well versed in the MSTR thesis for many years which is why I'm clearly aware of your lacking knowledge of their strategy. Your current and previous posts are littered with fallacies which can easily be uncovered with some research.
There are many reasons to hold both. As MSTR is more volatile (by design) to BTC and lack the properties of BTC why wouldn't one hold both?
I'm guessing you believe in high leverage which is what you are suggesting here. I've followed you for about a year now for your trading philosophies but your investing philosophies if that's what you're going for still needs work.
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Not sure if you're just baiting but Saylor bought that BTC before his company could approve their BTC strategy. The majority of his wealth is still tied to the company stock. He's pretty much all in on both.
Not sure why there's all of a sudden a vendetta against saylor during this bear market but his company is the most transparent I've seen. There's no hidden agenda. Their website literally shows their financials and strategy more clearly than any other public company.
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@JWin34212 confirmation now from the man himself
x.com/DavidANicholas…
David Nicholas@DavidANicholas
We are aware of the trading issue and have been working with the exchanges and custodians. This is a temporary trading halt due to a projection error. The holdings file and look forward files have been updated by the custodian to reflect the accurate basket and PNL. Correct prices will be updated. Thanks for your patience. Should be resolved very soon. It's a shame because it is an UP day for crypto. Will be reflected soon!
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@cartweet1 Tbh, probably didn't sell anything for the rest of the week after the Earnings Call.
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Here's why $MSTR's Bitcoin purchase price is higher than the average spot price last week.
1) The $89.5 million was raised at $145.12 per share which means they raised the capital on Monday because MSTR traded below this for the rest of the week.
2) They then deployed this capital on the same Monday. The ~$78,815 per Bitcoin price is within the range of what Bitcoin was trading at on 02/02/26.
It is likely they didn't sell any stock or buy Bitcoin after this date.
Not everything is a conspiracy.
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@matthughes13 from the after hour lows of yesterday to now IREN made a 50% move 👀
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Did everyone enjoy the scammy afterhours price action yesterday? Especially for $IREN
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@ZeroHedge_ Always enjoy your posts but I don't think you understand how MSTR actually funds it's BTC purchases. I hope you're also not on the clown car claiming he will be liquidated if it drops at so and so price because that would be disappointing if you fell for that fud as well.
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@itsToghrul @SatoshiFlipper No one sees it because everyone sees what they want to see. I'll take a coin flip.
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Marty's Wyckoff schematic has been incredibly on point ... bears won't enjoy the next move I can assure you 🤩
MartyParty@martypartymusic
#Bitcoin #Wyckoff Accumulation - 2:15pm Jan 31st Notes: Buy wall at $76000 - 7580 $BTC
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