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Jack Dorsey founded Twitter. David Marcus led PayPal and Facebook Messenger. Alex Gladstein directs strategy at the Human Rights Foundation. Steve Lee leads Spiral. Last week, they recorded a must-watch panel discussion about the future of Bitcoin

197,866 Aufrufe • vor 1 Jahr •via X (Twitter)

11 Kommentare

Profilbild von nenki.games
nenki.gamesvor 1 Jahr

There is no difference between you and you.

Profilbild von CrispyBull
CrispyBullvor 1 Jahr

🛑 Is U.S. regulation driving blockchain developers away? Michael Lewellen challenges the DOJ to protect crypto innovation and free speech. ⚖️ #Blockchain #CryptoNews #DeFi #Innovation

Profilbild von Masud Farshori
Masud Farshorivor 1 Jahr

A dream panel of Bitcoin thought leaders! Can’t wait to hear their insights.

Profilbild von Michczy
Michczyvor 1 Jahr

#xpr is perfect for the future in financial @XPRNetwork

Profilbild von Zangetsu
Zangetsuvor 1 Jahr

👀

Profilbild von thutski
thutskivor 1 Jahr

big names, big vision for bitcoin

Profilbild von НАТА МИТЕНКА
НАТА МИТЕНКАvor 1 Jahr

На аГлицком... Значит меня не приглашали).

Profilbild von LeatherFace
LeatherFacevor 1 Jahr

No Thanks. Not supporting, sell outs..

Profilbild von Halvings.org
Halvings.orgvor 1 Jahr

Cryptocurrencies will change the world 🚀

Profilbild von Ottawa Gestapo
Ottawa Gestapovor 1 Jahr

Why must I

Profilbild von Etinosa Noma-Osaghae
Etinosa Noma-Osaghaevor 1 Jahr

Great combo🌝

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Strategy sold 3,588 BTC last week. That's 112x more than the 32 BTC they sold a few weeks ago (which freaked out the market). Here's what's happening and why they are doing this... 1. Last week = Strategy sold Last week, Strategy sold 3,588 BTC and used all of the proceeds ($216m) to fund dividend payments on their suite of preferred equities. Q2 dividend payments for STRF, STRK, STRD, and STRE... and June dividends for STRC. Notably, BTC price opened last week at $59.5k. Strategy sold 3,588 BTC over the course of the week, yet BTC price went up to $63.5k. 2. The bigger picture = Strategy is NET buying Strategy bought 85,296 BTC in Q2. Their combined selling for Q2 was 3,620 BTC (32 + 3,588). In other words, they bought 22.5x more BTC in Q2 than they sold. (For 2026 YTD numbers, Strategy has bought ~175k BTC and sold 3.6k BTC. That's a 48x ratio.) 3. The message in advance Weeks ago, Saylor explained what they are doing, in an interview with Michaël van de Poppe (see clip) "On occasion, we'll buy 20 Bitcoin & we'll sell 1 Bitcoin... Then the credit investors will give us enough to buy 20 more Bitcoin." Saylor further explained the strategic rationale of selling Bitcoin... "Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit." 4. What Strategy is doing Strategy is showing the market that they can and will sell BTC. They are doing this to gain access to more credit market capital... so that they can buy much more BTC. Saylor has recently asserted that it's important to "buy more Bitcoin than you sell." This is that in action. In Q2, they bought 85k BTC. They then used 3.5k BTC to fund the dividends on the Digital Credit that enabled them to buy 85k BTC. They bought 22.5 and sold 1. 5. What to expect next Saylor said they will "inoculate the market" by selling a little BTC. This is the second dose of inoculation. They will keep doing it until the market expects it and no longer reacts to it. They are not dumping their BTC treasury strategy for dollars. That is the click-bait headline for the uninformed. What they are telling you is that they plan to sell 1 BTC so they can buy 20 BTC. Over and over.

Jesse Myers

170,379 Aufrufe • vor 1 Monat