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@E055Michel1842
"@PolymarketDev @comic @IIICapital That can take a very long time to shift.while btc keeps rising in fiat terms the btc/gold could be on lower band of its power law or break under. Demand for gold as a reserve asset is real"
X Link @E055Michel1842 2025-10-18T00:57Z 1306 followers, XX engagements
"I said for months the run is gonna be next year People dont understand what causes a BTC bull run and believe in mythical X cycle bullshit and other narrative Its liquidity and business cycle expansion Since Trump introduced tariffs + Fed hawkish the world economies have been contracting and liquidity drained more so after the Treasury drained a trillion into the TGA recently. For BTC to run hard liquidity needs to be added rates back to neutral or accommodative and the business cycle / economies to expand They are now causing chaos and a crash to get what they want : save bonds force the Fed"
X Link @E055Michel1842 2025-10-17T07:49Z 1304 followers, XX engagements
"There will be some rotation eventually The problem with mstr is not just capital moving elsewhere its the fact their strategy/model is not proven right now and all but guaranteed reliance on dilution Why pay a premium if you know the first thing the company is gonna do is dump more shares just to show you a better looking metric"
X Link @E055Michel1842 2025-10-14T22:30Z 1304 followers, XX engagements
"Many reasons imo 1) massive centralisation by etfcorporate treasuries removing the appeal of a decentralised peer to peer asset 2) institutional adoption and huge derivatives / paper market on top that harvests the volatility amd suppress the price + exchanges manipulation & long liquidatioms removes the appeal by wealthy investors 3) many stocks have outperformed AI for imdtance which for most offfers tangie value massive growth ahead rather than a growth based on speculative adoportion and debasement trade ( which stocks are as well) There will be more demand for AI within the decade than"
X Link @E055Michel1842 2025-10-17T21:38Z 1306 followers, XXX engagements
"The market doesnt assign value in a business model that relies on eroding premium by diluting shareholders just to hold an asset that shareholders have no right to - while they carry all sort of other risks. Safer to be in IBIT and sleep at night. The value proposition of those companies should be to increase leverage responsibly and cheaply to compound BTC exposure not just dilute shareholders at every opportunity while the premium compresses and the underlying rallies This is a short term view model based on rewarding early shareholders at the expense of new ones. The market will will"
X Link @E055Michel1842 2025-10-15T06:29Z 1304 followers, XXX engagements
"@Bobiliciousing @PDPhilaPhil Binance going for liquidations again on the back of renewed US-China trade war fears. This is insane that one exchange can have so much influence and be allowed to do so"
X Link @E055Michel1842 2025-10-14T08:10Z 1306 followers, XX engagements
"@RoaringRagnar @mikealfred Business cycle imo can resume / economy expand only when the Fed allows rates to return to neutral - at least XXX bps lower"
X Link @E055Michel1842 2025-10-14T06:37Z 1306 followers, XX engagements
"@matthew_sigel Wouldnt that impact BITF positively as a result"
X Link @E055Michel1842 2025-10-14T12:42Z 1305 followers, XXX engagements
"@JonathanCorsico @ColeMacro Wrong. MSTR can be delisted from passive indices removing passive flows and mnav goes to XXX or under given the debt they cant service other than by selling common shares and relying on passive indices. BTC would be just fine"
X Link @E055Michel1842 2025-10-17T22:27Z 1306 followers, XX engagements
"@PDPhilaPhil @Bobiliciousing It doesnt have to be end of this year BTC follows the business cycle"
X Link @E055Michel1842 2025-10-15T17:14Z 1303 followers, XX engagements
"@PDPhilaPhil Massive short positions its intentional And binance keeps wash trading"
X Link @E055Michel1842 2025-10-15T15:10Z 1303 followers, XX engagements
"@BKnight221 Finally BTC is subject to regulation for adoption which relies on trust in governments to promote an asset which is nothing else but a parallel monetary system Most billionaires dont believe in it and do not see the appeal"
X Link @E055Michel1842 2025-10-17T21:58Z 1305 followers, XX engagements
"@TradersMastery Agreed its been my view for months that the re acceleration would come next year once the Fed allows - via returning rates to neutral - the business cycle to expand / economy to grow"
X Link @E055Michel1842 2025-10-15T15:45Z 1303 followers, XXX engagements
"@WesEarnest I agree with you. Those people ignore the cost of capital from dilution"
X Link @E055Michel1842 2025-10-16T19:58Z 1303 followers, XXX engagements
"@PolymarketDev @BKnight221 Interestingly if you chart NVDA priced in BTC its been pretty stable for XX years and been climbing since March 2021"
X Link @E055Michel1842 2025-10-17T23:36Z 1305 followers, XX engagements
"@IIICapital Digital credit assuming there is demand ( answer today is no) reduces the claim common shareholders have on the BTC while simultaneously being diluted. Whoever likes BTC should buy BTC. And ideally move it to cold storage"
X Link @E055Michel1842 2025-10-17T22:17Z 1306 followers, XX engagements
"@SmithsonBrennan @ColeMacro BTC wasnt designed to be centralised into Coinbase Custody for treasury companies to report BTC per share while shareholders get diluted . Each cycle has its abuse"
X Link @E055Michel1842 2025-10-17T22:28Z 1306 followers, XX engagements
"@StackAndChill Worse . The USD devalued XX% since. People wanted a pro BTC candidate they got it BTC needs to be in everyones wallet not government"
X Link @E055Michel1842 2025-10-16T15:57Z 1303 followers, XX engagements
"I totally agree with that ie BTC & AI are intertwined and growth in a correlated fashion. BTC bull markets always correlate to the business cycle that is economic growth and productivity growth. There needs to be liquidity and wealth created for it to be stored in the first place. AI will be the wealth creation and BTC wealth preservation agree. Imo you want to own both. The question is which one grows your purchasing power more overvthe next decade Storing that wealth today into BTC or investing it into AI/ Nvidia"
X Link @E055Michel1842 2025-10-17T22:46Z 1304 followers, XX engagements
"@Alleyesonmela1 @memeismeme @Apexpatrick @Danainhawaii On BTC yes"
X Link @E055Michel1842 2025-10-14T21:10Z 1306 followers, XX engagements
"@BitPaine Bit the difference between april and today was thst back in april mnav was higher and the stock was still tracking ibit . It has decoupled since july pretty heavily - with decoupling starting actually mid may"
X Link @E055Michel1842 2025-10-13T20:19Z 1307 followers, 1007 engagements
"Agree its the MSTR/IBIT or Metaplanet/IBIT that matters otherwise just buy IBIT The scam and misinformation was to Assume and imply that mnav should always be floored at X but it doesnt have to if excess shares are supplied and there is no claim to the BTC worse if there is debt Either they have to generate value from those BTC or they all trend way way under X mnav"
X Link @E055Michel1842 2025-10-16T20:22Z 1304 followers, XXX engagements
"@Bobiliciousing The hashrate is at record high .why should btc cease to exist. Its stronger than its ever been. Price isnt a measure of its strength the hashrate is"
X Link @E055Michel1842 2025-10-17T07:15Z 1306 followers, XX engagements
"@Xuan05 @BKnight221 Those are nonsense hype agree based on pivots into AI which arent quantifiable. By AI Im talking Nvidia .the leader / monopoly. it has outperformed btc in years and will continue to do so imo"
X Link @E055Michel1842 2025-10-17T22:31Z 1305 followers, XX engagements
"Even for MSTR which is supposedly institutional grade sitting on $75bn of BTC. Their preferred arent selling their prices dip every day people dont trust or want them. STRC cant even reach $XXX despite XXXXX% div and bond yields lower Finally the preferred market is niche until they get investment grade rated"
X Link @E055Michel1842 2025-10-16T06:57Z 1306 followers, XX engagements
"@BKnight221 One more point is quantum riskcustody risk. Many do not see the appeal of btc vs owing AI/tech stocks"
X Link @E055Michel1842 2025-10-17T21:52Z 1305 followers, XX engagements
"Buy BTC. No point buying a stock hoping to outperform while there is certainty all the company is waiting for is the opportunity to dilute. The risk reward isnt worth it Miners are better plays here or ibit imo Until Saylor demonstrates a viable strategy to raise capital outside dilution that is - preferred get rated so institutions can buy them at scale - s&p i cludes them so there are passive flow suckers for the stock I dont see the risk reward benefit"
X Link @E055Michel1842 2025-10-14T20:47Z 1305 followers, XX engagements
"@PDPhilaPhil One exchange / binance can manipulate BTC Gold is more difficult to but banks JPMorgan particularly manipulated gold for over a decade"
X Link @E055Michel1842 2025-10-15T14:03Z 1306 followers, XX engagements