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What's up this week 👀 🎧 Thomas Perfumo, CFA | thomasp.eth 🐒 discusses the BTC ATH with Forbes 🐧 Kraken x Atlassian Williams Racing take over #SingaporeGP with Pudgy Penguins 💸 Deposit $1K+ in cash or crypto for up to 2% bonus 🖥️ Kraken Pro Traders can now trade...

26,843 Aufrufe • vor 9 Monaten •via X (Twitter)

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You're telling me, in the last 30 days alone: - Total $PENGU mindshare just hit ~250 billion views - Pudgy Party is stepping up as a franchise powerhouse, ready to claim its place as a global cultural icon - Pengu was at the The All-In Podcast Summit 2025 - Pudgy Penguins enters the OpenSea flagship collection treasury - Pengu could be spotted in the TV show "Platonic" starring Seth Rogen and Rose Byrne - KindPengu just hit 1,000,000+ subscribers. - Pudgy Party hits 900,000+ downloads - (NASDAQ: STSS) Sharps Technology 🤝 Pudgy Penguins - The Pengu Asia tour absolutely dominated Korea and Singapore during KBW/Token2049 - The official launch of Pudgy DAOs took place - Pengu could be spotted at Lotte Concert Hall in Seoul - $PENGU is now live and tradable on Mercado Bitcoin - $PENGU is now live and tradable on Bullish - Use $PENGU with Spend Crypto and buy over 3,000 gift cards - Pudgy Penguins & $PENGU were just featured in the Q2 Bullish ( $BLSH on NYSE 🏛 ) earnings report and call. - $PENGU could be spotted on buses, massive signs, and airport during KBW - Pudgy Penguins x Hyundai Card - PENGU Asia announces their official telegram chat Triple S members wear Pudgy Penguins whilst performing live - Pengu now has a statue in front of the iconic Seoul gallery, Weple - Pudgy Penguins x Revoke (SBT) - $PENGU is now available for direct deposit to Hyperliquid - Book hotels, flights and more with S W I V U L - Pengu on the F1 car with Kraken and Atlassian Williams Racing - Pudgy Penguins is at the Golden Cinematography Awards - Pudgy Penguins 🤝 Anichess - Pudgy Penguins mentioned in an official Jefferies’ research analyst update - Pengu could be spotted at the official F1 after-party in Amber Lounge - Lil Pudgys AirPod Max covers are now available - penguSOL LST with Sanctum 📍 Breakpoint By the looks of it, the PENGU season is all gas, no brakes this Q4!

Shiv

50,829 Aufrufe • vor 9 Monaten

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

168,989 Aufrufe • vor 20 Tagen