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Strive CEO Matt Cole says they 4x'd their Bitcoin holdings despite a bear market "We have over 24,000 Bitcoin now. In two days we'll have been public for one year. We started with just over 5,000 Bitcoin, so we've more than 4x'd our Bitcoin in a Bitcoin bear market....

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The Wolf Of All Streets

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41,132 görüntüleme • 2 gün önce •via X (Twitter)

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The Wolf Of All Streets2 gün önce

FT @ColeMacro This clip is brought to you by @hodlwithLedn

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Bitcoin Context2 gün önce

Bear markets reveal real conviction. Stacking 24,000 BTC while fiat melts shows the only metric that counts is satoshis per share. Price in fiat is noise; Bitcoin’s destination is infinity.

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Sean Patrick Griffin2 gün önce

Strive's Matt Cole says the company now holds over 24,000 Bitcoin, more than 4x'ing its stash in under a year despite the bear market. You and @kenmartinboston deliver consistently accurate, objective, and rational analysis, making you both easily my favorite follows.

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Crypto Psychology2 gün önce

4x BTC during a bear market is impressive. Now comes the real test: can the strategy outperform BTC in a bull market?

Macro Bombastic profil fotoğrafı
Macro Bombastic2 gün önce

4xing btc in a bear is wild, respect the conviction

𝕮𝖗𝖞𝖕𝖙𝖔 𝖂𝖆𝖗𝖗𝖎𝖔𝖗 profil fotoğrafı
𝕮𝖗𝖞𝖕𝖙𝖔 𝖂𝖆𝖗𝖗𝖎𝖔𝖗2 gün önce

Its going to be amazing

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Ria 142 gün önce

One thing I now take seriously is recording the range of outcomes I considered.

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MARTINS LUTHER KING2 gün önce

I found myself returning to keeping theme labels separate from trade triggers for the extra context.

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Bitcoin Clarity2 gün önce

4x’ing its Bitcoin stack while the market was weak is impressive. The bigger test is whether that strategy compounds once BTC gets back into a real bull market.

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BENJAMIN COWEN WENT FROM NASA AND NUCLEAR ENGINEERING TO OVER 1.1 MILLION FOLLOWERS ANALYZING CRYPTO His advice for surviving a bear market comes down to one line: "The bears sound smart, the bulls make money." He explained the rule he repeats to himself constantly: "It's OK to be a bear in a bear market, and it's OK to be a bull in a bull market. It's not OK to remain a bear in a bull market, and it's not OK to remain a bull in a bear market." Cowen says he's been bearish on Bitcoin since late last year, but he's watching for the moment that flips. shoutout Benjamin Cowen

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VanEck CEO Jan van Eck on CNBC: “There’s something else going on within the Bitcoin community that non-crypto people need to know about. And that is: ultimately, VanEck has been around before Bitcoin. We will walk away from Bitcoin if we think the thesis is fundamentally broken. We don’t right now, but you always have to look at the underlying technology and the crypto. What the Bitcoin community has been asking itself is: Is there enough encryption in Bitcoin, because quantum computing is coming? And secondly: Is there enough privacy in Bitcoin? And so a lot of Bitcoin OGs or maxis have been looking at Zcash. Zcash is a token. It’s sort of related to Bitcoin with a lot more privacy. The kind of garbage that we got about Bitcoin four years ago was: ‘It’s used for all bad illicit behavior.’ But now everyone kind of realizes that when you move money around on the Bitcoin blockchain, you can see it. You can see it move from one wallet to another. And a lot of people are looking for more privacy.”
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VanEck CEO Jan van Eck on CNBC: “There’s something else going on within the Bitcoin community that non-crypto people need to know about. And that is: ultimately, VanEck has been around before Bitcoin. We will walk away from Bitcoin if we think the thesis is fundamentally broken. We don’t right now, but you always have to look at the underlying technology and the crypto. What the Bitcoin community has been asking itself is: Is there enough encryption in Bitcoin, because quantum computing is coming? And secondly: Is there enough privacy in Bitcoin? And so a lot of Bitcoin OGs or maxis have been looking at Zcash. Zcash is a token. It’s sort of related to Bitcoin with a lot more privacy. The kind of garbage that we got about Bitcoin four years ago was: ‘It’s used for all bad illicit behavior.’ But now everyone kind of realizes that when you move money around on the Bitcoin blockchain, you can see it. You can see it move from one wallet to another. And a lot of people are looking for more privacy.”

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ANTHONY POMPLIANO IS SUPER BULLISH ON BITCOIN DURING THIS BEAR MARKET: "I own more Bitcoin today than I did before the drawdown and we've got a public company that they own more Bitcoin than we did before the drawdown." "Anyone who holds Bitcoin and doesn't think that it's gonna hit a new all-time high at some point the next two or three years then maybe they don't really understand what they own." "I actually think it's very important that we don't know who Satoshi is... I prefer not to know because I think that one of the strengths of Bitcoin is the fact that it is not associated with any one person." "We are ALL Satoshi?"
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ANTHONY POMPLIANO IS SUPER BULLISH ON BITCOIN DURING THIS BEAR MARKET: "I own more Bitcoin today than I did before the drawdown and we've got a public company that they own more Bitcoin than we did before the drawdown." "Anyone who holds Bitcoin and doesn't think that it's gonna hit a new all-time high at some point the next two or three years then maybe they don't really understand what they own." "I actually think it's very important that we don't know who Satoshi is... I prefer not to know because I think that one of the strengths of Bitcoin is the fact that it is not associated with any one person." "We are ALL Satoshi?"

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"Bitcoin's probably going towards 10,000, and we need to get MicroStrategy Saylor stopped out. There's only one thing that matters for him right now, Bitcoin has to go up" Mike McGlone on why crypto is in a severe bear market that's just getting started "Cryptos are in a severe, serious bear market and it should continue. Part of it is because we've got a lot of smart people who are not seeing the forest through the trees. The number one thing is rapidly advancing technology, which is bearish because there's an unlimited supply of cryptos" "Now we have to purge those, and we're just getting started. Bitcoin's just one of them. The fact that it's done what it's done this year is a good indication it's probably going towards 10,000" "There's only one thing that matters for Saylor right now, Bitcoin has to go up. And it's going down despite the stock market going up"
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"Bitcoin's probably going towards 10,000, and we need to get MicroStrategy Saylor stopped out. There's only one thing that matters for him right now, Bitcoin has to go up" Mike McGlone on why crypto is in a severe bear market that's just getting started "Cryptos are in a severe, serious bear market and it should continue. Part of it is because we've got a lot of smart people who are not seeing the forest through the trees. The number one thing is rapidly advancing technology, which is bearish because there's an unlimited supply of cryptos" "Now we have to purge those, and we're just getting started. Bitcoin's just one of them. The fact that it's done what it's done this year is a good indication it's probably going towards 10,000" "There's only one thing that matters for Saylor right now, Bitcoin has to go up. And it's going down despite the stock market going up"

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🎥Watch: Strategy CEO says debt risk only becomes a concern if Bitcoin drops to $8,000 to $10,000 Phong Le says that until $BTC reaches the $8,000 to $10,000 range the company feels "very secure about the balance sheet." "We've been through this in 2022, we're going through it in 2026, and I'm pretty excited about the next bull market of Bitcoin."

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🚨 BITCOIN HAS DUMPED TO $63K FOR A REASON The market isn't moving randomly. → 1,064 days of bull market. → 364 days of bear market. History will repeat, and Bitcoin will bottom out at ~$50,000 this cycle. Reminder: I publicly called the $17K Bitcoin bottom in 2022 and the $126K top in 2025. The next market call will be posted here first. Follow and turn notifications on. Don't become exit liquidity.

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Welcome back to The Bitcoin Treasuries Podcast. Today's guest is Ben Werkman, CIO of Strive. We discuss Ben's take on the current state of the market, the base case for the bear market, talking to retail versus institutional investors, stress testing digital credit in a bear market, Ben's day to day as CIO of Strive, and much more. Here's my conversation with Ben Werkman. 0:00 - Intro 0:30 - Ben’s take on the current state of the market 4:00 - The base case for the bear market? 9:20 - Talking to retail vs institutional investors 17:04 - Stress testing Digital Credit in a bear market 22:37 - Ben’s day-to-day as CIO of Strive 26:27 - Will a bull market lift all Bitcoin Treasury companies? 30:44 - Digital Credit while trading below NAV?

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🔥THE BITCOIN / MSTR EXPLOSION NOBODY IS READY FOR🔥 The Bitcoin bear market is now so old that its children have begun asking why Dad lives behind the vape shop. I priced Bitcoin in gold, found the closest historical bear-market analogues, measured the forward returns, and fed them into nine MSTR projections with dividend dilution, zero additional Bitcoin purchases, and zero new preferred issuance. What came out resembles a financial propane tank being inspected with a Roman candle. The bears may want to put on a helmet before pressing play:
25:35

🔥THE BITCOIN / MSTR EXPLOSION NOBODY IS READY FOR🔥 The Bitcoin bear market is now so old that its children have begun asking why Dad lives behind the vape shop. I priced Bitcoin in gold, found the closest historical bear-market analogues, measured the forward returns, and fed them into nine MSTR projections with dividend dilution, zero additional Bitcoin purchases, and zero new preferred issuance. What came out resembles a financial propane tank being inspected with a Roman candle. The bears may want to put on a helmet before pressing play:

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Mike Alfred says the doomers were wrong and there was no four-year cycle bear market "The four-year cycle doomers who predicted that Bitcoin would fall all the way into October, it looks like they've already been wrong." "Bitcoin is 76K right now, with yields as high as they are, with oil, with the election cycle and everything that's going on, I would call that a win." "It's pretty clear now that there was no four-year cycle bear market. We did not get an 85% decline. We got a little over 50%. A mid bull market decline rather than a bear market." "I consider it a mid cycle correction, and I've considered this a mid cycle correction the entire time, all the way back before February even."
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Mike Alfred says the doomers were wrong and there was no four-year cycle bear market "The four-year cycle doomers who predicted that Bitcoin would fall all the way into October, it looks like they've already been wrong." "Bitcoin is 76K right now, with yields as high as they are, with oil, with the election cycle and everything that's going on, I would call that a win." "It's pretty clear now that there was no four-year cycle bear market. We did not get an 85% decline. We got a little over 50%. A mid bull market decline rather than a bear market." "I consider it a mid cycle correction, and I've considered this a mid cycle correction the entire time, all the way back before February even."

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.Tyler Winklevoss and Cameron Winklevoss explaining their gold 2.0 thesis in 2017 when bitcoin was $17k "Whatever your reasons for investing in gold, whether is scarcity, durability, portability, fungibility. We think that bitcoin matches or beats gold across the board on all of those categories" "It's actually not scarce, it's fixed. You can send it around like an email. It's a lot harder to do that with a bar of gold" "The marketcap of bitcoin right now is $300 billion. The market cap of gold is $6 trillion." "We've been saying this since the market cap of bitcoin was $1 billion. We're 300x more correct today and we think theres a chance we'll be 20x more correct from here on out"
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.Tyler Winklevoss and Cameron Winklevoss explaining their gold 2.0 thesis in 2017 when bitcoin was $17k "Whatever your reasons for investing in gold, whether is scarcity, durability, portability, fungibility. We think that bitcoin matches or beats gold across the board on all of those categories" "It's actually not scarce, it's fixed. You can send it around like an email. It's a lot harder to do that with a bar of gold" "The marketcap of bitcoin right now is $300 billion. The market cap of gold is $6 trillion." "We've been saying this since the market cap of bitcoin was $1 billion. We're 300x more correct today and we think theres a chance we'll be 20x more correct from here on out"

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BitGo CEO Mike Belshe says dollar debasement will be the real tailwind beneath Bitcoin's rise "People that have been in Bitcoin for a long time got into this for a pretty long-term view. And the fundamentals of Bitcoin have never been stronger, regardless of where the price may be today." "What we're looking at with the US debt, with the bond market, globally what's happening, it's kind of inevitable that Bitcoin's going to go up in price. Not so much because Bitcoin has to do anything, but because the dollar continues to slide downward. And it doesn't really matter which politicians are in charge, none of them have the strength or the power to change the direction." "Two things happen at once. The dollar goes down, which causes the price to go up by itself. More people learn about Bitcoin, start deploying it, start utilizing it. Those things are both happening, just like they have been for a long time, and the beat goes on."
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BitGo CEO Mike Belshe says dollar debasement will be the real tailwind beneath Bitcoin's rise "People that have been in Bitcoin for a long time got into this for a pretty long-term view. And the fundamentals of Bitcoin have never been stronger, regardless of where the price may be today." "What we're looking at with the US debt, with the bond market, globally what's happening, it's kind of inevitable that Bitcoin's going to go up in price. Not so much because Bitcoin has to do anything, but because the dollar continues to slide downward. And it doesn't really matter which politicians are in charge, none of them have the strength or the power to change the direction." "Two things happen at once. The dollar goes down, which causes the price to go up by itself. More people learn about Bitcoin, start deploying it, start utilizing it. Those things are both happening, just like they have been for a long time, and the beat goes on."

The Wolf Of All Streets

30,571 görüntüleme • 9 gün önce

THANK GOD IT'S FRIDAY!!! Been working like a dog for a launch this week.. I'm trying to be compact here... bear with me: Let's wrap up the last 6 months. Since the first BTCHEL event last year, we have: • Upgraded the BTCHEL Hub from a temporary pop-up shop to a permanent and versatile physical space for local bitcoiners. You're welcome to check it out on Fridays when we have open doors and free entry! • Promoted Kaisu Hyvärinen, an experienced event producer as the company's COO and hired new talent; Rachel Geyer, the chairman of European Bitcoin Energy Association, to lead a new event we're launching. Welcome to our team, Rachel! • Raised a seed stage funding round of 100,000€ on a million-euro valuation for the company. We now have two prominent Finnish bitcoin mining companies on board around the year. Now, what's next for 2026? Today marks the 200-day countdown to this year's BTCHEL WEEK and thus we start to push the momentum for real. We launch a new, european wide bitcoin mining industry event similar to what they have in the US... it's about time we have our own in Europe. It's called the EUROPEAN MINING SUMMIT 2026 or EMS in short. EMS is the must-attend industry event for anyone with an interest in bitcoin mining in Europe. Miners, hardware manufacturers, hosts, pools, power plants and the whole energy sector. Our goal is to bring as much hashrate to Europe as possible. This has a tremendous impact for Europe's energy independence, abundance and decarbonisation. Now that we have our trademark industry event where we serve our corporate clients, we can now double down on HC cypherpunk and bitcoin pleb culture at BTCHEL2026. We are committed to staying true to the community ethos at the main event, so be prepared to see the most audacious and unapologetic bitcoin event in September. For BTCHEL, our vision is the actualization of the global Bitcoin Standard, and we are taking care of the Nordics by becoming the most influential Bitcoin media in our region. For that reason, we are sponsoring two other bitcoin conferences here this year: Bitcoin Copenhagen on March 21st and Bitcoin Symposium in Stockholm on April 24th. We want to show support to different initiatives accelerating the local bitcoin adoption in the Nordics with us. I know the market sentiment for bitcoin has not been the best lately, but I'm more bullish than ever. Bear with us through 2026 🧡
2:16

THANK GOD IT'S FRIDAY!!! Been working like a dog for a launch this week.. I'm trying to be compact here... bear with me: Let's wrap up the last 6 months. Since the first BTCHEL event last year, we have: • Upgraded the BTCHEL Hub from a temporary pop-up shop to a permanent and versatile physical space for local bitcoiners. You're welcome to check it out on Fridays when we have open doors and free entry! • Promoted Kaisu Hyvärinen, an experienced event producer as the company's COO and hired new talent; Rachel Geyer, the chairman of European Bitcoin Energy Association, to lead a new event we're launching. Welcome to our team, Rachel! • Raised a seed stage funding round of 100,000€ on a million-euro valuation for the company. We now have two prominent Finnish bitcoin mining companies on board around the year. Now, what's next for 2026? Today marks the 200-day countdown to this year's BTCHEL WEEK and thus we start to push the momentum for real. We launch a new, european wide bitcoin mining industry event similar to what they have in the US... it's about time we have our own in Europe. It's called the EUROPEAN MINING SUMMIT 2026 or EMS in short. EMS is the must-attend industry event for anyone with an interest in bitcoin mining in Europe. Miners, hardware manufacturers, hosts, pools, power plants and the whole energy sector. Our goal is to bring as much hashrate to Europe as possible. This has a tremendous impact for Europe's energy independence, abundance and decarbonisation. Now that we have our trademark industry event where we serve our corporate clients, we can now double down on HC cypherpunk and bitcoin pleb culture at BTCHEL2026. We are committed to staying true to the community ethos at the main event, so be prepared to see the most audacious and unapologetic bitcoin event in September. For BTCHEL, our vision is the actualization of the global Bitcoin Standard, and we are taking care of the Nordics by becoming the most influential Bitcoin media in our region. For that reason, we are sponsoring two other bitcoin conferences here this year: Bitcoin Copenhagen on March 21st and Bitcoin Symposium in Stockholm on April 24th. We want to show support to different initiatives accelerating the local bitcoin adoption in the Nordics with us. I know the market sentiment for bitcoin has not been the best lately, but I'm more bullish than ever. Bear with us through 2026 🧡

Remu ⚡️

19,931 görüntüleme • 6 ay önce

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Why Bitcoin Didn’t Go Parabolic & What Comes Next (full episode) Root 🥕 with Walker⚡️ Is Bitcoin in a bear market? When will we hit the bottom? How long until bitcoin hits $1M? Walker sits down with Bitcoin analyst Rational Root for a deep dive into Bitcoin’s current market structure, bear market vibes, and why this cycle has felt so different, and whether the four-year cycle is still intact. Root argues Bitcoin is in a bear market phase, explains why institutional adoption and ETF flows created a more distributed top instead of a classic parabolic blow-off, and lays out why the next few months may look more like bottom formation than immediate breakout. They discuss the role of long-term holder distribution, why 100k became such a major psychological level, how business cycles and halving cycles interact, and why Bitcoin remains massively bullish long term even if price chops lower in the near term. CHAPTERS: 00:00 TRAILER: A Bitcoin Bear Market? 01:54 Current Vibe Check on Bitcoin 11:14 ETF Holdings and Institutional Adoption 17:17 The Diminishing Returns of Bitcoin 22:14 ETFs and Retail Demand 27:30 Bitcoin’s Four-Year Cycles 36:23 Comparing Bitcoin to Prior Cycles 41:37 Diminishing Returns and Gold’s Price Action 50:41 What a Broken Bitcoin Spiral Looks Like 57:54 Measuring Bitcoin in Fiat 1:04:24 DCAing into Bitcoin

THE Bitcoin Podcast

10,535 görüntüleme • 6 ay önce

MATT ODELL: "Remain focused, the fundamentals have not changed. We need Bitcoin more than ever. From a risk reward basis, I have never been more bullish on Bitcoin. I think it's the best money in the world that remains so." "I think this is where the men get separated from the boys. People build through the bear market just to distract themselves from the pain." "With the chaos comes a lot of opportunity." ODELL Danny Knowles
1:13

MATT ODELL: "Remain focused, the fundamentals have not changed. We need Bitcoin more than ever. From a risk reward basis, I have never been more bullish on Bitcoin. I think it's the best money in the world that remains so." "I think this is where the men get separated from the boys. People build through the bear market just to distract themselves from the pain." "With the chaos comes a lot of opportunity." ODELL Danny Knowles

Simply Bitcoin

10,962 görüntüleme • 1 ay önce

🚨 EVERY NEW FED CHAIR HAS ENTERED DURING A BITCOIN BEAR MARKET. Coincidence? Take a look. → Janet Yellen became Fed Chair in 2014. Bitcoin eventually fell 86% from its cycle high. → Jerome Powell took over in 2018. Bitcoin fell 79%. → Powell was reappointed in 2022. Bitcoin fell 77%. → Kevin Warsh now takes over in 2026. Here's what most people miss... The Fed Chair isn't the reason Bitcoin falls. The timing is. A new Chair has consistently taken office around the end of the bull market, with their first year aligning with the bear market that followed. Now look at the calendar. 2014. 2018. 2022. All were post-election years when Bitcoin was already deep into its bear cycle. 2026 follows that same historical timing. History doesn't have to repeat. But when the same macro backdrop, the same cycle timing, and the same market structure appear together... It's worth paying attention.
0:20

🚨 EVERY NEW FED CHAIR HAS ENTERED DURING A BITCOIN BEAR MARKET. Coincidence? Take a look. → Janet Yellen became Fed Chair in 2014. Bitcoin eventually fell 86% from its cycle high. → Jerome Powell took over in 2018. Bitcoin fell 79%. → Powell was reappointed in 2022. Bitcoin fell 77%. → Kevin Warsh now takes over in 2026. Here's what most people miss... The Fed Chair isn't the reason Bitcoin falls. The timing is. A new Chair has consistently taken office around the end of the bull market, with their first year aligning with the bear market that followed. Now look at the calendar. 2014. 2018. 2022. All were post-election years when Bitcoin was already deep into its bear cycle. 2026 follows that same historical timing. History doesn't have to repeat. But when the same macro backdrop, the same cycle timing, and the same market structure appear together... It's worth paying attention.

Mister Crypto

16,523 görüntüleme • 1 ay önce

Threadguy explains why the market won't let Bitcoin recover while Saylor's still in "If you put a gun to your head and asked what makes a real emphatic bottom for Bitcoin, it's Strategy deleveraging, forced selling of the Bitcoin, and Michael Saylor on trial for financial crimes. That's a bottom right there." "Strategy has $1.7 billion promised annually to the end of time. Out of 5,000 public companies in America, maybe 100 make $1.7 billion in profit a year, and Strategy owes that forever. They're only worth their balance sheet in Bitcoin and they can't sell the Bitcoin. The whole bit is earnings per share, but the only way they earn is by selling more Strategy, and that only works if Bitcoin goes up, which it can't while Saylor's still in. So the market is just saying say uncle."
2:17

Threadguy explains why the market won't let Bitcoin recover while Saylor's still in "If you put a gun to your head and asked what makes a real emphatic bottom for Bitcoin, it's Strategy deleveraging, forced selling of the Bitcoin, and Michael Saylor on trial for financial crimes. That's a bottom right there." "Strategy has $1.7 billion promised annually to the end of time. Out of 5,000 public companies in America, maybe 100 make $1.7 billion in profit a year, and Strategy owes that forever. They're only worth their balance sheet in Bitcoin and they can't sell the Bitcoin. The whole bit is earnings per share, but the only way they earn is by selling more Strategy, and that only works if Bitcoin goes up, which it can't while Saylor's still in. So the market is just saying say uncle."

Kai

52,699 görüntüleme • 2 ay önce

BITCOIN IS ABOUT TO DO SOMETHING IT HAS DONE EVERY SINGLE CYCLE. Every major Bitcoin bear market has lasted around 406 days. Every bull market that followed lasted roughly 1,065 days. The pattern has repeated across every complete cycle: • 2014–2015 bear → 406 days • 2015–2017 bull → 1,065 days • 2018 bear → 406 days • 2018–2021 bull → 1,065 days • 2022 bear → 406 days • 2023–2025 bull → 1,065 days Now we're approaching the end of another 406-day bear market. The timing also aligns with Bitcoin's historical 4-year cycle, where major bottoms typically form around 500 days before the next halving. History never guarantees the future. But for over a decade, Bitcoin has respected this rhythm with remarkable consistency. Most people only recognize a new bull market after it's already well underway.
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BITCOIN IS ABOUT TO DO SOMETHING IT HAS DONE EVERY SINGLE CYCLE. Every major Bitcoin bear market has lasted around 406 days. Every bull market that followed lasted roughly 1,065 days. The pattern has repeated across every complete cycle: • 2014–2015 bear → 406 days • 2015–2017 bull → 1,065 days • 2018 bear → 406 days • 2018–2021 bull → 1,065 days • 2022 bear → 406 days • 2023–2025 bull → 1,065 days Now we're approaching the end of another 406-day bear market. The timing also aligns with Bitcoin's historical 4-year cycle, where major bottoms typically form around 500 days before the next halving. History never guarantees the future. But for over a decade, Bitcoin has respected this rhythm with remarkable consistency. Most people only recognize a new bull market after it's already well underway.

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