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🐧|5月 04, 2026 15:08
Let's start with BTC. Sorry for the delay. Let’s do some simple math around BTC, saylor and STRC . Total purchased bitcoin so far for MSTR is 88,568. Total holdings have reached 818,334 with a goal of hitting at least 1m by eoy. The average is around 730 BTC per da. It’s a rough average and varies slightly.. There are 450 BTC mined per day. So in the same period of purchases 40,500. Strategy is currently on pact to buy 1.6x the supply mined. So one single corporate buyer of BTC has bought more than DOUBLE the btc created in this period. Obviously, at some point something has to give. In the past year I’ve not taken many BTC trades and have been more focused on stocks. Only trading 85k to 92k. 68k to 76k. However. I think once BTC clears the mid 80’s and holds the chances of seeing new highs are quite high. And thus I’ve made new purchases and plan to hold that for the foreseeable future. I’ll do a little weekly update around this. Any increased buying from ETF’s from here will have an outsized impact imo. In terms of probabilities, I think the lows are in and we could see BTC trade as high as $180k between this year and next. The confirmation for that imo is likely holding the mid 80k's short term as the signal for momentum to begin.(🐧)
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