STRC still melting down yikes. Saylor been through this few times before, if it repegs again ever I think it’s safe to say it’s never gonna truly die. Just a very bad look rn
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GM!
Nothing exciting in the markets lately, the chop continues and for majors especially it’s been pretty lethargic so I haven’t felt the need to update, much less trade or look at charts as much. The LTFs are very choppy but if we zoom out on the weekly the best case imo is chopping more in this 60-70K range which coincides with ’21/22 ATHs and like 2024 summer PA basically before expanding upward again.
Curious to see what Saylor will do now and if he can fix STRC somehow, need it to repeg to $100. There’s 2 dividends on it monthly now so if they raise returns on it, it will catch a bid and therefore help BTC indirectly.
I will keep an eye out for any trade setups and opportunities but besides that enjoy your summer boys🤝
Nothing exciting in the markets lately, the chop continues and for majors especially it’s been pretty lethargic so I haven’t felt the need to update, much less trade or look at charts as much. The LTFs are very choppy but if we zoom out on the weekly the best case imo is chopping more in this 60-70K range which coincides with ’21/22 ATHs and like 2024 summer PA basically before expanding upward again.
Curious to see what Saylor will do now and if he can fix STRC somehow, need it to repeg to $100. There’s 2 dividends on it monthly now so if they raise returns on it, it will catch a bid and therefore help BTC indirectly.
I will keep an eye out for any trade setups and opportunities but besides that enjoy your summer boys
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ETHLABS LAUNCHES AS NONPROFIT ETH R&D LAB BACKED BY BITMINE, SHARPLINK, JOE LUBIN TO DRIVE INSTITUTIONAL ADOPTION: GNW
Been keeping an eye on MSTR’s mNAV falling under 1. Would be a trigger for BTC’s next leg down imo if so (aka Saylor selling a lot more to cover the outstanding 6b debt) until then probably going to be very boring
You can keep an eye on all of Saylor’s (BTC/STRC/MSTR) data here:
https://www.strategy.com
You can keep an eye on all of Saylor’s (BTC/STRC/MSTR) data here:
https://www.strategy.com
STRC and MSTR getting slaughtered today, 0 reason to be longing anything. I still think it will be free money to long if Saylor sells a billions.
FWIW I still don’t think this is him selling and just US correlation sadly
FWIW I still don’t think this is him selling and just US correlation sadly
STRATEGY RAISES $1.2B FOR USD RESERVE, AUTHORISES $1B DIGITAL CREDIT BUYBACK PROGRAM: FILING
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Yesterday Saylor hinted at buying a new asset and ofc it wasn’t BTC but raising cash for MSTR most likely aka could be selling more BTC long term, which is good imo
This might sound like gibberish to some of you lol but basically MSTR AND STRC just pumped from this and like I said above it does hint at the potential of him actually selling more BTC which the market can and will get accustomed to. Also reduces the likelihood of him being a forced seller
TLDR of the their new framework: https://www.strategy.com/press/strategy-announces-digital-credit-capital-framework_06-29-2026
1. USD Reserve: ~$2.55B cash for preferred dividends + debt interest (~17.4 months coverage; 12-month Board-mandated floor).
2. STRC dividend: raised to 12.00% p.a. (record dates from July 1), targeting a $99–100 trading range; rate now reviewed monthly.
3. Preferred buyback up to $1.0B to repurchase STRC/STRF/STRD/STRK at discounts to par, cutting forward dividend load.
4. MSTR common buyback, up to $1.0B when shares trade below intrinsic value.
5. BTC Monetization Program: sell BTC to fund the reserve (up to $1.25B), dividends/interest, or buybacks.
TLDR of the their new framework: https://www.strategy.com/press/strategy-announces-digital-credit-capital-framework_06-29-2026
1. USD Reserve: ~$2.55B cash for preferred dividends + debt interest (~17.4 months coverage; 12-month Board-mandated floor).
2. STRC dividend: raised to 12.00% p.a. (record dates from July 1), targeting a $99–100 trading range; rate now reviewed monthly.
3. Preferred buyback up to $1.0B to repurchase STRC/STRF/STRD/STRK at discounts to par, cutting forward dividend load.
4. MSTR common buyback, up to $1.0B when shares trade below intrinsic value.
5. BTC Monetization Program: sell BTC to fund the reserve (up to $1.25B), dividends/interest, or buybacks.
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US GOVERNMENT RELEASES TRUMP'S FINANCIAL DISCLOSURE SHOWING CRYPTO ASSETS INCLUDING OVER $100M IN BTC AND ETH: FILING
GM
$60K support a pretty big level here on BTC imo, although the monthly close last night looked shit. I removed those bids I had early but now with how things look I rather buy on strength higher or wait till about $45K~ is where I’m looking at. Not saying it will happen but I’ll definitely be a buyer if it does!
As for alts, basically same case, would wanna be a buyer when I’m a buyer for BTC (hoping that’s when entire market bottoms)
$60K support a pretty big level here on BTC imo, although the monthly close last night looked shit. I removed those bids I had early but now with how things look I rather buy on strength higher or wait till about $45K~ is where I’m looking at. Not saying it will happen but I’ll definitely be a buyer if it does!
As for alts, basically same case, would wanna be a buyer when I’m a buyer for BTC (hoping that’s when entire market bottoms)
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STRATEGY BTC HOLDINGS DECREASES BY 3,588 BTC (~$225.606M) TO 843,775 BTC
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gm, like I mentioned before this is good news overall, market might react to it poorly short term, like even just now we fell like -1% on the news since people panic, but in grand scheme of things it is good. I woke up to the news or else I would have shorted on that, if you’re fast enough and see it right away its worth a scalp short
Saylor sold just enough BTC just to cover dividend payments for the past month and quarter
Saylor sold just enough BTC just to cover dividend payments for the past month and quarter
Leverage
*TRUMP, ON WHETHER TRUMP ACCOUNTS COULD INCLUDE BITCOIN: SOMETHING COULD HAPPEN
moved on that trump news
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