Corvus

332 posts

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Corvus

Corvus

@CorvusBTC

$MSTR, $ASST, $EXOD, treasury companies, liquidity and market psychology. Risk first. Hype last. Not financial advice.

Ireland, Spain, Argentina เข้าร่วม Aralık 2021
166 กำลังติดตาม118 ผู้ติดตาม
Corvus
Corvus@CorvusBTC·
@benjamincowen blocked me for claiming he predicted 40k. Here is one of the many times he made that prediction. "Speaking on the Mr. M Podcast with Maurizio Pedrazzoli Grazioli, Cowen said Bitcoin could revisit and break below the $40,000 level before eventually forming a cycle low later in 2026. " There are numerous examples of his 40k prediction. But I guess people can make 20 different predictions and point to the time they get it right. I would link a few videos but X doesnt allow me to.
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Peter Schiff
Peter Schiff@PeterSchiff·
When Bitcoin is back at $20,000 that's still a lot of money to pay for nothing. Don't be fooled by meaningless benchmarks. 84% off a ridiculously high price is not a bargain.
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Corvus
Corvus@CorvusBTC·
@OffshoreHODL @saylor How many times will he have to pay the dividends before people realise that this isn't going away?
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Flying Raven ⚡️🇺🇸
Earning a 12% annual return paid 2x a month and backed by the largest stash of Bitcoin on the planet outside of Satoshi's seems pretty attractive today. $STRC @saylor
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Corvus
Corvus@CorvusBTC·
@benjamincowen He called $40K when BTC was at $60K in February. BTC then ran back to $83K, fell to $61K again, and now he’s acting like he nailed it. Let’s actually see $40K before the victory lap.
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Benjamin Cowen
Benjamin Cowen@benjamincowen·
Many accounts bull post non-stop. Then when they turn out to be wrong, they pretend like those that were right are bad people for "cheering against Bitcoin." Basically, after losing the main argument, they create new arguments so they can dunk on those (straw man) You can be pro-Bitcoin and just simply recognize there is a cyclical nature to it. So many of these guys overcomplicate it by looking at random macro indicators like ISM, PMI, M2, etc. when all they ever had to look at was the four year cycle.
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Corvus
Corvus@CorvusBTC·
Am I the only one who misses the drama from the last few days? It’s almost too calm today.
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Corvus
Corvus@CorvusBTC·
@CoinMarketCap There might be a short pause in June, but they will buy a lot in July. But I put nothing past @saylor. He might still manage a big buy in June.
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CoinMarketCap
CoinMarketCap@CoinMarketCap·
LATEST: 📊 Grayscale says Strategy may have limited ability to buy more Bitcoin at current prices after its BTC sale raised questions about its accumulation strategy.
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Corvus
Corvus@CorvusBTC·
@marc02200 I’m very bullish, but I want June to pass quickly and without any more hiccups. It’s going to be a nervous 30 days. After that, Trump will probably announce the BTC reserve on July 4th.
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Marc ₿
Marc ₿@marc02200·
I’ve literally never been more bullish on Bitcoin than right now. Am I the only one?
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Corvus
Corvus@CorvusBTC·
@USronaldcarter If this is the case, put me in an induced coma and wake me up in November.
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🇺🇸 Ronald Carter
🇺🇸 Ronald Carter@USronaldcarter·
2026 Bull Run Pattern (Bookmark This): June - Capitulation 📉 July - Bitcoin Breakout August - Bitcoin ATH 🐂 September - Alt season 💹 October - AI coins and Memecoins Explode 💥 November - Bitcoin $450K 👀🔥 December - MAX EUPHORIAAAAA 🤯🔥
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Corvus รีทวีตแล้ว
Bitcoin News Alerts 🔥🎙️
The biggest Bitcoin story isn’t the crash. It’s what happened during the crash. Strategy just suggested they could raise enough capital to buy 1,100,000 MORE Bitcoin. Think about that. Then it got even crazier. According to Strategy CEO Phong Le… they believe they could out-raise SpaceX’s $80 billion IPO. Not a startup. Not a crypto company. SpaceX. One of the most valuable private companies on Earth. Let that sink in. More Bitcoin than most nations could ever hope to acquire. And that’s on top of the 843,706 Bitcoin Strategy already owns. During a crash. While the market was panicking… one of the largest Bitcoin holders on Earth was discussing its next phase of accumulation. That’s the disconnect. Most people see a falling price. The biggest buyers see a growing opportunity. And Strategy isn’t the only one. Treasury Secretary Scott Bessent says the Strategic Bitcoin Reserve is moving forward. The United States already holds 329,693 Bitcoin. And the new bill calls for acquiring 1,000,000 MORE. UAE sovereign funds now hold more than $1 billion worth of Bitcoin. Charles Schwab, which oversees roughly $12.6 trillion in assets, is expanding its Bitcoin framework. Meanwhile, the first Federal National Mortgage Association-backed mortgage using Bitcoin just closed. The buyer kept their Bitcoin. They didn’t liquidate. They didn’t sell. They bought the house and kept the asset. Think about what all of this means. The doors keep opening. The buyers keep arriving. The supply stays the same. And yet the conversation is still dominated by price. That’s why so many people keep getting Bitcoin wrong. They focus on the chart. They ignore the trend. Because the trend isn’t about price. The trend is about ownership. Who is getting the Bitcoin? Who is keeping the Bitcoin? And who is trying to acquire more? That’s where the real story is. The recent ETF outflows have convinced many people that demand is fading. But another explanation is emerging. Capital isn’t disappearing. It’s rotating. Some investors are chasing AI stocks. Others are chasing short-term narratives. Meanwhile, the strongest Bitcoin buyers continue accumulating. That’s why every major correction creates confusion. People assume lower prices mean lower conviction. Often, the opposite is true. The weak hands leave. The strongest buyers get more aggressive. And that’s exactly what we’re seeing now. Because if Strategy is seriously discussing raising more capital than SpaceX… during a selloff… what do you think happens when the panic ends? What do you think happens when institutions, governments, corporations, and sovereign funds all start competing for the same finite asset again? Because Bitcoin’s supply didn’t increase. The crash didn’t create more Bitcoin. It only changed who was willing to sell it. And that’s why this story matters. Not because Bitcoin fell. Because some of the biggest buyers in the world still want more. A lot more. So here’s the question: If Strategy can raise enough capital to buy over 1,100,000 MORE Bitcoin… who exactly plans to sell it to them?
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Corvus
Corvus@CorvusBTC·
@Cointelegraph If that were the case, they would be selling off other things, too, like gold.
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Cointelegraph
Cointelegraph@Cointelegraph·
🚨 INSIGHT: Jeff Park says Bitcoin’s sell-off may be driven by investors rotating capital into hot private-market AI bets like SpaceX and Anthropic.
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The ₿itcoin Therapist
The ₿itcoin Therapist@TheBTCTherapist·
If you bought bitcoin, crypto or mstr in the last year instead of AI you got absolutely destroyed by some of the biggest names. I’m one of those people. Credit: @KobeissiLetter
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Bitcoin Magazine
Bitcoin Magazine@BitcoinMagazine·
JUST IN: The Bitcoin Fear & Greed Index is now deep in "Extreme Fear" 👀 Dips like this are where legends are made ✊
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Coin Bureau
Coin Bureau@coinbureau·
🚨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.
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Corvus
Corvus@CorvusBTC·
@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.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
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.
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Corvus
Corvus@CorvusBTC·
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.
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Zoe🔶
Zoe🔶@zoetoshi·
if bitcoin reaches $8000, Michael saylor will go bankrupt
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Corvus
Corvus@CorvusBTC·
@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.
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Zynx
Zynx@ZynxBTC·
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.
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Corvus
Corvus@CorvusBTC·
@JamesWynnReal You were right. You must have made a few hundred million on this?
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