okay to be less negative for a change
BTC has very sus price action in certain time-slots, I wonder wich Digital Asset Treasury (DAT - Saylor copycats) will file for bankrupcy first
Feels like headline like that is coming any day now
generally you dont have BTC.D dumping on big red BTC days like today, this is BTC-specific selling
BTC has very sus price action in certain time-slots, I wonder wich Digital Asset Treasury (DAT - Saylor copycats) will file for bankrupcy first
Feels like headline like that is coming any day now
generally you dont have BTC.D dumping on big red BTC days like today, this is BTC-specific selling
Forwarded from infinityhedge
Strategy - Establishes USD Reserve of $1.44 Bln for Dividends - SEC Filing
goddamn Saylor’s Alphabet soup (STRC…) not looking good eithrr
Forwarded from infinityhedge
Strategy today announced that it has established a USD Reserve of $1.44 billion to support the payment of dividends on its preferred stock and interest on its outstanding indebtedness (“Dividends”). The USD Reserve was funded using proceeds from the sale of shares of class A common stock under Strategy’s at-the-market offering program. Strategy’s current intention is to maintain a USD Reserve in an amount sufficient to fund at least twelve months of its Dividends, and Strategy intends to strengthen the USD Reserve over time, with the goal of ultimately covering 24 months or more of its Dividends. The maintenance of this USD Reserve, as well as its amount, terms and conditions, remains subject to Strategy’s sole and absolute discretion and Strategy may adjust the USD Reserve from time to time based on market conditions, liquidity needs and other factors.
the fact that this is even a headline makes me a little uneasy
dilluting risk / not very reasurring headline to say the least
dilluting risk / not very reasurring headline to say the least
Forwarded from infinityhedge
Microstrategy's Strategy to Fund USD Reserve: INFINITYHEDGE
Above 1x mNAV:
*Issue Common Equity
Below 1x mNAV:
*Sell Bitcoin
*Sell Bitcoin Derivatives
Above 1x mNAV:
*Issue Common Equity
Below 1x mNAV:
*Sell Bitcoin
*Sell Bitcoin Derivatives
like what type of Red dildo is upon us, the monent a singular satoshi is sold by Saylor
Dont worry Saylor will sell BTC to buy Monad
(probably Haseeb from Dragoncuck capital)
(probably Haseeb from Dragoncuck capital)
Bitcoin will be just fine, with or without Saylor
have a great weekend everyone (i am aware its Monday)
have a great weekend everyone (i am aware its Monday)
I do expect massive ETF outflows because Saylors game is clearly "gone"
a BTC strategy company has built a USD reserve so that they can pay their debt obligations
There is zero logical reasons to be long MSTR, any copycats or any of Saylors shitty product, I can see a world where lots of people longed IBIT since they seen how good MSTR did
all this is dead.
a BTC strategy company has built a USD reserve so that they can pay their debt obligations
There is zero logical reasons to be long MSTR, any copycats or any of Saylors shitty product, I can see a world where lots of people longed IBIT since they seen how good MSTR did
all this is dead.
image_2025-12-01_16-57-17.png
89.8 KB
it works both ways, I guess
RunnerXBT
BTC +$7000 since these buys, higher 🫡
image_2025-12-03_09-43-57.png
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BTC almost +$9000 since these buys, higher
Currently approaching Yearly Open (which I expected to be a support when we slid down 2 weeks ago) - so wouldnt be surprised if its a bit of resistance for now
Still targeting 100-105k range to exit our leveraged positions on BTC.
Currently approaching Yearly Open (which I expected to be a support when we slid down 2 weeks ago) - so wouldnt be surprised if its a bit of resistance for now
Still targeting 100-105k range to exit our leveraged positions on BTC.
imagine getting liquidated because Coinbase wont load
lmfao we are not serious industry
lmfao we are not serious industry
Forwarded from infinityhedge
CLOUDFLARE DOWN AGAIN ⚠️
COINBASE, UPBIT EXCHANGE DOWN DUE TO CLOUDFLARE OUTAGE: INFINITYHEDGE
Coinbase: We're aware many users are currently unable to access Coinbase due to a Cloudflare outage.
CLOUDFLARE BACK ONLINE
COINBASE, UPBIT EXCHANGE DOWN DUE TO CLOUDFLARE OUTAGE: INFINITYHEDGE
Coinbase: We're aware many users are currently unable to access Coinbase due to a Cloudflare outage.
CLOUDFLARE BACK ONLINE
Forwarded from infinityhedge
The Week Ahead: infinityhedge
Mon: Saylor expected to announce another BTC purchase
Tue:
*Twenty One (XXI) (Backed by Tether, Bitfinex, SoftBank & Cantor) expects to begin trading with more than 42k Bitcoin (third-largest BTC treasury)
*U.S. ADP, JOLTs
Wed:
*FOMC: expected hawkish cut; focus will be on Economic Projections, Powell Presser & dissents; BE: If Powell leans hawkish at the conference to appease hawkish regional Fed presidents, will it even matter anymore? After all, the next Fed chair — Hassett is the frontrunner — could join the board as soon as Feb, rendering Powell essentially a lame duck for the last few months of his chairmanship
*Oracle Earnings
Thu:
*Solana Breakpoint 2025: 11 to 13 Dec.
*Terra-Luna co-founder Do Kwon’s sentencing
Whole Week: OpenAI’s GPT-5.2 ‘code red’ response to Google is coming
ICYMI:
⊷ Cantor has cut its (Micro) Strategy price target by 60% To $229, down from $560
⊷ Bitcoin Is Set for First Yearly Split From Stocks in Decade
⊷ A cryptographically relevant quantum computer (CRQC) in the 2020s is highly unlikely. Even mid-2030s is ambitious according to a16z
⊷ JPM says Strategy’s stock has already priced in the risk of exclusion from major equity benchmarks
⊷ China’s central bank added to its gold reserves for a 13th straight month
⊷ Netflix to buy Warner Bros streaming businesses in a $72 billion deal.
⊷ Trump’s New National-Security Strategy calls for an end to NATO expansion & says EU needs to take primary responsibility for its own defense.
⊷ Apple suddenly undergoing its biggest personnel shake-up in decades, Apple’s Chip Chief (architect of Apple’s prized in-house chips effort) informed Cook he is seriously considering leaving, Apple is urgently pushing to keep him.
https://infinityhedge.substack.com/p/the-7-days-70d
Mon: Saylor expected to announce another BTC purchase
Tue:
*Twenty One (XXI) (Backed by Tether, Bitfinex, SoftBank & Cantor) expects to begin trading with more than 42k Bitcoin (third-largest BTC treasury)
*U.S. ADP, JOLTs
Wed:
*FOMC: expected hawkish cut; focus will be on Economic Projections, Powell Presser & dissents; BE: If Powell leans hawkish at the conference to appease hawkish regional Fed presidents, will it even matter anymore? After all, the next Fed chair — Hassett is the frontrunner — could join the board as soon as Feb, rendering Powell essentially a lame duck for the last few months of his chairmanship
*Oracle Earnings
Thu:
*Solana Breakpoint 2025: 11 to 13 Dec.
*Terra-Luna co-founder Do Kwon’s sentencing
Whole Week: OpenAI’s GPT-5.2 ‘code red’ response to Google is coming
ICYMI:
⊷ Cantor has cut its (Micro) Strategy price target by 60% To $229, down from $560
⊷ Bitcoin Is Set for First Yearly Split From Stocks in Decade
⊷ A cryptographically relevant quantum computer (CRQC) in the 2020s is highly unlikely. Even mid-2030s is ambitious according to a16z
⊷ JPM says Strategy’s stock has already priced in the risk of exclusion from major equity benchmarks
⊷ China’s central bank added to its gold reserves for a 13th straight month
⊷ Netflix to buy Warner Bros streaming businesses in a $72 billion deal.
⊷ Trump’s New National-Security Strategy calls for an end to NATO expansion & says EU needs to take primary responsibility for its own defense.
⊷ Apple suddenly undergoing its biggest personnel shake-up in decades, Apple’s Chip Chief (architect of Apple’s prized in-house chips effort) informed Cook he is seriously considering leaving, Apple is urgently pushing to keep him.
https://infinityhedge.substack.com/p/the-7-days-70d
Substack
The 7 days
Week Ahead: