Wenbottom
113 posts



@Rajatsoni Do you plan to sell mstr at some point or hold for a long time? Also what’s your price target?
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@tradi20578 ~$55k imo
But I'd just DCA from now into the next dip.
Good chance we're entering a time based capitulation arc now.
Sideways = boring market
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@HodlMagoo You think we should still chop until tax day or the uptrend happens more imminently?
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@HodlMagoo Equity market barely down from the highs though isn’t that an issue
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@NoLimitGains @grok what is this accounts accuracy with predictions? Go back as much as possible and check the entire history
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THIS IS IT.
I’m officially 95% out of the market.
S&P 500 price now: 6,983
I’ve been in this game for more than 20 years.
Here’s why I decided to get out:
First of all, didn’t sell my long term BTC stack I’ve been holding since 2013-2015, my metals and real estate.
Does that mean the market will crash tomorrow?
NO. ABSOLUTELY NOT.
I’m not a day trader.
But there’s a good chance we’re very close to a market top and could drop 15–20% from here.
The smartest founders in history are all rushing to the exit at the same time.
– SpaceX
– OpenAI
– Databricks
– Anthropic
They’re aggressively targeting 2026 IPOs with a combined $4T valuation.
They aren’t selling because they need cash.
They’re selling because they’ve identified the top.
We’ve seen this exact setup twice before.
The 2000 Dotcom crash and the 2021 SPAC mania.
Insiders use the window to distribute shares at unsupportable valuations (100x revenue).
The math ain’t mathing.
Big Tech are burning a shit ton of money trying to chase the AI narrative.
– $400B in AI Capex
– Only ~$20B in revenue return
To justify this spend, they need $2 Trillion in new revenue by 2030.
That isn't an investment. That’s a bubble.
And look who else is leaving.
Warren Buffett is sitting on a $300B+ pile of cash.
He’s been aggressively selling into this rally.
He doesn’t want to buy the dip.
He wants to survive the crash.
Then there’s the 2026 debt wall.
Zombie companies survived on 0% interest rates, but now the bill is due.
They have to refinance BILLIONS this year at significantly higher rates.
Most won't survive it.
Let’s see how this plays out.
Keep in mind: I called the last 3 major market top and bottom publicly.
When I start buying again, I’ll say it here for everyone to see.
Many people will regret not following me sooner.
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@HodlMagoo @TheNarratorBTC When would you sell the mstr you bought recently? After btc ATH?
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@feb1522 So I'm accumulating btc, eth in general.. I don't want to buy a lot
I'll add Tao and xrp too but lesser
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@HodlMagoo @mobilesales Your base case is that trump is all bark no bite though right
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@mobilesales Could be 38-50K here shortly if the US and Iran enter an all out war lol 😂
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$BTC
3 bids have been filled so far. I’m still expecting lower levels, but first we were due for a bounce, and that’s what we’re seeing now.
The move from 95K down to 59.8K without any meaningful bounce was pretty brutal.
From these lows, I see a potential push toward 72–76K at most before we likely move into a range for a while.
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@HodlMagoo @saylor @Strategy But magoo you’re buying as you shit on them lol. Which is fine I’m assuming you hold it until btc ATH. But isn’t that the bull case for mstr? You buy when you think btc bottoms and sell when they trade at 3-4x book value then rotate to btc
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What skeptics of @Strategy miss:
Digital Capital ($BTC) outperforms physical capital.
Digital Credit ($STRC) outperforms conventional credit.
Amplified Bitcoin ($MSTR) outperforms wrapped Bitcoin.
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