The first day of the new week, I think it’s alright. First of all, the United States indeed TACOed as expected. The agreement between the United States and Iran is still ongoing, and the war has not escalated. The price of WTI has returned to around 70 dollars. It seems that this price of 70 is quite strong; unless the Strait of Hormuz is completely opened, it may not be easy to fall back below 65 dollars in the short term, so it may not be worth shorting at the current price.

If WTI can return to 75 dollars or if the price gap with Brent extends to over 5 dollars, it might be worth pursuing a short position; otherwise, the short-term profits are a bit low. My current funds have already started to revert to doing bitcoin:native dual currency, with the goal of building a position at 59,000 dollars, having previously bought at 62,000 dollars and 63,000 dollars.

Although $MSTR did not buy any Bitcoin last week, I am still quite happy because I mentioned last week that the best strategy for MSTR now is to curl up for the winter, reduce BTC purchases, limit preferred stocks' ATM, utilize common stock ATM more, and accumulate cash. MSTR has done all of this, so it’s clear that today, including $STRC, the preferred stocks have risen quite well.

In the short term, there is no need to worry about MSTR collapsing. The current cash reserves are sufficient to pay dividends on preferred stocks for more than a year. As for MSTR selling BTC, that should be a last resort; if they were to sell BTC, it should be for buybacks, and selling BTC would definitely not be in the secondary market, OTC is highly likely.

Furthermore, I believe that selling BTC is not MSTR’s preferred option right now. Although early BTC was profitable, the current average price is still a loss, which would lead the market to think MSTR is selling BTC at a loss, impacting MSTR's common stock ATM. Therefore, I believe it’s unlikely they will act so quickly; let's wait and see. Overall, today's new framework for MSTR is not a bad thing for the market.

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