Thayro

Chainlink graph looks solid and strong major altcoin. $LINK could see 25$ after $100 during the bull market

@Pedromto93 Vc é o bichao mesmo ein kra? Me fala em cima de qntos bi vc ta sentado pra ter essa autoridade toda?

🚨 VAI VENDER BITCOIN : Eu falei por meses que o negócio deste senhor era insustentável e que mais cedo ou mais tarde ele iria vender Bitcoin.

@ovinifaria Link fortissima

BTC normal - ETH fraco - SOL extremamente fraca

@Mercado_Punk @diegovelasques4 Luiz, voce é o Bichao mesmo ein?

@diegovelasques4 Mais um influencer grande no FOMO. Falei que isso iria acontecer quando o BTC ficasse acima dos 80k, minha tese continua acertando. Tenho pena da galera que segue essa galera.

Com o BTC passando dos $82k, a probabilidade do fundo ter sido de fato formado nos $60k é altíssima. Ir contra isso é loucura.

Why is Saylor saying he’s going to sell $BTC? You should see this like Trump / Bessent tweeting about negotiations at strategic times to liquidate oil futures traders. It’s jawboning. You have to start reorienting your entire understanding of $MSTR around $STRC, which will drive the entire bitcoin market within 2-3 years. Buyers of $STRC are (digital) creditors. In exchange for an 11.5% dividend, they are lending capital to management to buy $BTC on behalf of the $MSTR shareholders. Buyers of the $MSTR are debtors. They are taking the capital from $STRC lenders and buying bitcoin with it, betting that $BTC will appreciate more than 11.5% and they come out ahead. But here’s the rub: by committing NEVER to sell $BTC, this leaves only one mechanism for the debtor ($MSTR) to pay the creditor ($STRC), which is to sell $MSTR. Now in theory even selling $MSTR should be accretive, as long as the market values the common stock above a certain mNAV, which, given the performance of $STRC, it SHOULD. But $MSTR doesn’t trade at a fixed exchange rate to $BTC, and, with $STRC driving $BTC up and putting dilution pressure on $MSTR, a short seller can fairly reliably go short $MSTR / long $BTC, artificially driving down mNAV, and suppressing the $MSTR / $BTC exchange rate. This forces management sell $MSTR to cover $STRC dividends even when this results in dilution to $MSTR shareholders. Until recently this has been de minimis compared to the amount of $BTC $STRC is acquiring for the shareholders. BUT As $STRC scales and $MSTR adds another, say 500,000 $BTC, which is achievable in the relatively near term, two things happen: 1) the scale of the dividend obligation grows relative to the market cap is the company, putting downward pressure on $MSTR / $BTC. 2) the forward expectation for $BTC yield diminishes compared to current holdings, also putting downward pressure on $MSTR / $BTC. Now, the net function of the system is still very accretive to the common stock, but less so than if the short pressure artificially driving down $MSTR relative to $BTC could not reliably do so. Saylor is currently giving this trade a free lunch by saying, “we’ll never sell $BTC.” It’s like Trump saying “no Iran deal.” Saylor needs the market to think, at all times, that there “might be, maybe, a very promising deal.” It’s less about Saylor selling $BTC than the market knowing he can and would, if the $MSTR / $BTC ratio were to drop artificially low. In that scenario, he could sell some $BTC to pay $STRC dividends issue new $STRC to buy back $MSTR common stock. This would put direct upward pressure on the $MSTR / $BTC ratio closer to its “natural” market mNAV, squeezing short sellers out of their positions and returning equity capital to common stock shareholders in the process. It’s less important that he does this regularly than that the market believes he can and will do this to defend the mNAV, which makes the “Chanos trade” riskier and less profitable, like Trump’s jawboning liquidates oil futures traders. This is about adding a lever he can pull to raise and deploy capital, even if he rarely or never pulls it.

OranjeBTC is voting FOR @Strategy’s proposal to move $STRC dividends to a semi-monthly schedule. We believe this change could reduce volatility, deepen liquidity, and drive stronger demand. In our view, it strengthens $STRC as a treasury reserve asset. strategy.com/strc/vote

The race to 1 million Bitcoin between Strategy and BlackRock is heating up. Unfortunately for BlackRock, they don't have STRC. I think STRC will hit par tomorrow and we will see an unprecedented flow of capital into STRC over the next week and a half, and Strategy will proceed to blow the doors off BlackRock.

🇧🇷 A OranjeBTC adquiriu 2 BTC por aproximadamente US$ 157 mil, a um preço médio de ~US$ 78.371 por Bitcoin, e realizou a recompra de 72.200 ações OBTC3 no período. Atualmente, a Companhia detém 3.727,0 BTC, adquiridos por aproximadamente US$ 392,65 milhões, a um preço médio de ~US$ 105.360 por Bitcoin. Atingimos um BTC Yield acumulado de 2,74% (BTC Yield 2026: 0,34%). Ticker: 🇧🇷 $OBTC3 | 🇺🇸 $ORNJY 🇺🇸 OranjeBTC has acquired 2 BTC for approximately ~$157k, at an average price of ~$78,371 per Bitcoin, and repurchased 72,200 OBTC3 shares during the period. We now hold 3,727.0 BTC, acquired for approximately ~$392.65 million, at an average price of ~$105,360 per Bitcoin. We have achieved a 2.74% accumulated BTC Yield (2026 BTC Yield: 0.34%). Ticker: 🇧🇷 $OBTC3 | 🇺🇸 $ORNJY

Entenda a estratégia por trás da nova dívida de R$210 milhões 00:00 – Anúncio da emissão de debêntures 01:56 – Filosofia da alavancagem 02:32 – Princípios para dívida de longo prazo 04:19 – Proporção entre dívida e ativos 06:04 – Prazos, juros e vencimento final 08:50 – Custo efetivo da operação em dólar 12:19 – Bitcoin como garantia bancária inovadora #OranjeBTC #OBTC3 #BTC #Bitcoin

OranjeBTC anuncia uma estrutura de dívida inovadora com Bitcoin como garantia no Brasil 🟠🇧🇷 Um passo relevante para o mercado de capitais brasileiro. A operação utiliza o Bitcoin como garantia real, com recursos majoritariamente destinados à aquisição do ativo. Montante: até R$ 210 milhões Contraparte: Itaú Asset Management Destino: aquisição de Bitcoin Estrutura: debênture simples, não conversível em ações Condição: sem pagamentos de principal ou juros até o vencimento Vencimento: 2031 Alinhada à nossa estratégia de longo prazo, a operação reforça o foco na maximização de Bitcoin por ação e no desenvolvimento de estruturas financeiras baseadas em Bitcoin. Hoje não é apenas sobre uma emissão. É um passo concreto na incorporação do Bitcoin em estruturas de mercado de capitais no Brasil.

@K1ngChrisCrypto Apenas compre papai!

@thayro Vai sim... quem falou isso?

Não comprei nos 60k, agora vou ficar no FOMO e comprar nos 80k? O que vocês acham?!

@Cunha8Tomas @AugustoBackes É Lua! Ontem comprei 50k de Obtc3 So para em 200 mil dolares papai

@AugustoBackes É estranho com a tua experiência ainda não saber certas coisas queres apostar que junho estaremos abaixo dos 78k?

Para mim o Bear Market acabou... #bitcoin

Michael Saylor: "Volatility is a gift to the faithful. It scares away the tourist.”

@fifego_ @Gui_bro @basedlayer Comprei 50k hoje!!! Obtc3 é Lua

@Gui_bro @basedlayer Triste ver a obtc3 neste marasmo.

I just closed a 14-day trade on MSTR. Bought when it was trading at 0.83x NAV (discount to its own Bitcoin) and sold today at 1.02x. Result: +22.8% in BTC terms while BTC itself did +10.7%. Pretty sure I'm missing some context layers but IMO the trade is simple: When MSTR stock trades below the value of the Bitcoin it holds, you buy the discount. When it reverts you sell and convert back to BTC. You end up with more Bitcoin than you started with. Not something I piled into a lot but the mNAV reversion pattern seems to work.

@airdropnewstop @AugustoBackes Ja era pai, agora é Lua

@AugustoBackes Bate 50k antes dos 92k 👍🏻

mercado so tem resistencia em 92K

Strategy has generated ₿17,585 of BTC Gain in the first two weeks of April, worth ~$1.3 billion. BTC Gain is the closest analog to Net Income on the Bitcoin Standard. $MSTR

Bitcoin closed March at $68,215 (RSI 44🔵) As said before, I would not be surprised if BTC dips below 200w moving average ($59k) and realized price ($54k) before next leg up towards S2F $500k levels ($250k-$1m range). Interesting times head.

SUBIMOS UMA POSIÇÃO NO RANKING MUNDIAL Nós somos agora a 24ª maior tesouraria de Bitcoin do mundo.