CryptoCondom|Jun 02, 2026 14:25
These are the four most important things to track in crypto rn. If you arent, then you shouldnt be touching it.
-STRC continues to fall below $100 with an unsustainable dividend mechanism that has the potential to form a doom loop in the asset itself
-MSTR is at 1.2 mNAV. I expect it to fall BELOW NAV...that will be closer to a bottom
-ETFs continue massive outflow to the tune of billions
-Coinbase premium remains STRONGLY negative
Meanwhile, equities/tech are ripping as liquidity leaves crypto due to all of the above in favor of AI/Robotics
I warned about this last month when we were at 83k and the replies were incredibly toxic.(CryptoCondom)
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