Daan Crypto Trades
Daan Crypto Trades|7月 06, 2026 12:22
Strategy selling BTC last week was not entirely surprising. Obviously will scare some people here in the short term. And it is true the biggest buyer turned into a potential seller. But with MSTR mNav up to 1.09 and STRC on its way back, future selling likely only comes down to how these move. These will probably behave in an interesting way these days now people know they will defend the mNav and peg if necessary. This creates a fun dynamic. People know Strategy likely defends close to the 1 mNav on MSTR. So people will see everything around 1 mNav as a "good value buy". If the mNav gets high Saylor will do more ATM to purchase STRC, BTC or add to the reserve. The entire structure has become a lot more difficult to manage for them that's one thing that's for certain. Lastly, good to also note BTC actually went up during this selling last week. Interesting week ahead with all this! Weekly 200MA sits at $62.8K, local range high at $60.8K Pretty neutral biased here until we get to $63K+ or below $60K in the short term. Alts got my attention more so than BTC & ETH.(Daan Crypto Trades)
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