The most eye-catching event today is that $MSTR sold bitcoin:native, which is unexpected yet reasonable. The unexpected part is that Michael released his "dot plot" on Sunday, and the market was still interpreting whether MSTR bought more Bitcoin or stored more cash. As a result, what came on Monday was a sale of Bitcoin. When Michael sold 32 coins earlier, it was actually signaling the market.

This is beyond reproach; I have previously mentioned that MSTR is a business company, not a charity, and has no possibility of only buying and not selling. The lack of purchases before was simply not the right time to sell. From the outcome of this sale, the impact on the market was significantly reduced. When the announcement was made at nearly 8 PM, Bitcoin went from $63,000 to $61,250, a drop of 2.78%.

Just as the market was preparing to short, with the U.S. stock market opening, liquidity returned, pulling Bitcoin up to nearly $64,000. As of my writing, it has actually increased by nearly 2%. Although there has been some influence from tech stocks and AI, it is still evident that the market is gradually desensitizing to MSTR. This is a healthy market; MSTR is just a company, and selling Bitcoin does not affect the secondary market as much as it does the sentiment.

Additionally, today the U.S. stock market started to rise again under Trump's call. Tech stocks and semiconductors attempted to recover from the previous declines, but it doesn't feel very smooth. Let's wait and see; after all, based on recent capital and leverage conditions, there is still a need for stabilization.

@Gate Crypto, U.S. stocks, Hong Kong stocks, South Korean stocks, gold, CFD, one-stop trading for predicted markets

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。