Reddit forum encouraging each other, will Saylor "save" STRC, the "contradictory persona" of Chuanmu.

Written by: Nicky, Foresight News

Welcome back to "Spicy Commentary," bringing you a weekly look at those "inspiring, disentangled, and secretive" moments in the crypto world.

This week's three topics are: "Reddit brothers encourage each other in the bear market, will STRC from Strategy be the next LUNA, and a trader's 1828 tweets being exposed."

This month's "most emotionally valuable" post

In June, the cryptocurrency market experienced a sharp decline. BTC fell over 20% in a single month, dropping below the $60,000 mark, and market sentiment plummeted.

In the Reddit CryptoCurrency section, someone posted a message with just one sentence:

"To hell with your fear, uncertainty, and doubt!"

The comments section instantly became a place for retail sentiment outpouring:

"FUD is for the retail investors, diamond hands just keep buying."

Netizen spicy commentary: "This is the most emotionally valuable post of the month."

When others are fearful, I am greedy; when others are greedy, I am fearful.

Salute to those who continue to hold🫡.

Who will provide the exit liquidity?🤔

Telling everyone not to sell is the "pumper" 😂.

If you don't sell, it's all "paper loss"🥶.

So selling at high points means living a high-end life?🤪

Hold steadfast (HODL)!

Sell at high points📈, buy at low points📉!

We’re all good brothers!

Will STRC decouple, be the next LUNA?

The Arkham official account posted a sensitive question on June 25: "Will STRC be the next LUNA?"

The answer is: not entirely the same, but the issues are significant.

To explain: STRC is a perpetual preferred stock issued by Strategy, with a face value of $100, paying a 11.5% annual dividend.

Currently, STRC has fallen to about $76.2, a discount of about 25% from its face value, which means it has "decoupled."

Why has it fallen? Because investors have begun to doubt: Is Saylor still willing and able to pay $1.2 billion each year to cover the dividends?

According to the data, there are about 105 million STRC shares outstanding, with annual dividend expenditures of about $1.2 billion. And the dollar reserves announced by Strategy this Monday were about $1.4 billion, which is enough to cover one year, but not enough for the second year.

The key difference is: Saylor is not obliged to pay those dividends. If he decides to suspend dividends, STRC may continue to fall, but Strategy itself will not go to zero overnight like LUNA.

However, the risk remains: if the investors of MSTR (Strategy common stock) discover that their invested money is being used to prioritize preferred stock dividends, they may reduce their purchases of MSTR.

So what exactly is the "bottom" price?

The candlestick chart has already interpreted the "final result"📉.

Perhaps everyone doesn't want to admit this fact🫢.

Is Saylor paying to tell everyone this is different from the LUNA collapse?😜?

So should we be worried?🙂↕️

It’s just the market that determines the price🧐.

Strategy CEO Phong Le stated on June 22 that he has purchased $1 million in STRC.

Coincidentally, "deploying more capital to stabilize," Luna founder Do Kwon once tweeted similar views😅.

Currently, it has been exactly 4 years and 1 month since the LUNA collapse. However, compared to LUNA, STRC at least has real companies backing it.

Chuanmu's 1828 tweets were exposed, revealing a "contradictory persona"

A blogger did an in-depth analysis, titled straightforwardly: "I exposed Chuanmu's 1828 tweets."

Who is Chuanmu? In the 2023 ORDI inscription market, he turned $500 into $1 million.

In the 2025 cryptocurrency crash, he short-sold a basket of altcoins, turning $10,000 into $1 million in one month.

After exiting the Crypto market in October 2025, he accurately avoided the major crash and moved to the Hong Kong / US / A-shares. Hynix, Samsung, MRVL, NOK… hitting many bull stocks, his stock account broke 100 million.

The author of the article analyzed his tweets and found that Chuanmu's real strength is in the way he asks questions: In the wave of AI, who are the end applications? Who is the infrastructure? Who are the bottlenecks in the supply chain? Who has the most difficulty in scaling up? Who is mispriced by the market?

He does not first ask "which stock will rise," but first asks "where will the entire system get stuck."

Following this logic, his main line has also shifted: In the summer of 2025, he was still engaged in Crypto mapping in US stocks (MSTR, SBET, CRCL); by the end of 2025, he shifted to early clues in AI infrastructure (Micron, LITE); in early 2026, he heavily invested in Hynix and Samsung, which are the most bottlenecked parts in AI storage; by May 2026, he further expanded to left-foot storage (DRAM) and right-foot optical communication (MRVL is responsible for intra-chip optical interconnects, NOK is responsible for external long-distance optical communication).

However, some netizens raised doubts about Chuanmu; some cryptocurrencies he once recommended experienced "harvesting" trends later. At the same time, he once said to hold stocks for a while but sold midway, but netizens who "followed" him had no idea 🥹.

So success naturally invites "great scholars to argue for him"?🫢?

Those who have experienced it have the right to speak.

"Calling the stock" has turned into a probability game🎲.

There are stories of blood and tears behind it😭.

One must understand a person from all angles, without blind trust and maintaining the ability for self-judgment!

Teacher, why didn't you notify us when you got off the car?🫪

The "profits" shown are what they want everyone to see🤩; there is also a part they do not want others to see.

From BTC's "Reddit spirit victory method," to STRC's "$1.2 billion dividend inquiry," to Chuanmu's "contradictory persona." This week, some are encouraging each other, some are calculating cash reserves, and some are looking for the next stop in the review of tweets.

Wishing everyone a happy weekend! See you next week!

(This content is based on public information and online discussions, easy interpretation, for reference only.)

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