When the three pieces of news hit my face, I almost dropped my phone.

Wosh directly gave up on forward guidance, from now on the Federal Reserve's moves are all guesswork. The Iran-U.S. agreement was signed, geopolitical tensions eased, so risk-off funds should be flowing back.

Then STRC de-pegged, and Strategy responded with "Selling $BTC can pay 32 years of dividends," and the market immediately exploded.

I stared at these three pieces of news, a mouthful of saliva stuck in my throat.
Before, I at least knew roughly which way the Federal Reserve was heading, now there's not even a direction. Good news turns into bad news quickly, and geopolitical easing signals a short-term top.

That STRC thing worries me even more — the largest institutional holder hinted at possibly selling coins to pay dividends, even if just a rumor, the narrative has already started to loosen.

$BTC is currently hovering around 64,439, down less than 1% in 24 hours. $ETH is softer, around 1,750, down over 1%.
It looks insignificant, but funds have been continuously flowing out. At such times, opening positions is more uncertain than flipping a coin.

Honestly, what keeps me awake the most is that STRC line.

Strategy holds so much $BTC, if they really start selling in batches to pay preferred dividends, even if the volume isn't large, the market's psychological defense line will begin to break. The idea of selling $BTC to pay dividends is more unsettling than the Fed not raising interest rates.

In the past, everyone thought MSTR's $BTC was dead inventory, now it suddenly turns into an available cash flow tool.

I didn't open a position. Not because I didn't want to, but because I couldn't act.

All the news has been confirmed, but the market needs time to digest what it really means. Tomorrow's candlestick will tell me the answer; for now, I’m turning off the screen.

Anyway, my position isn't at risk, and I'm not in a hurry. Do you think STRC's situation is an overreaction, or is there really a hidden mine?
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