Monday marks the start of another new week, and I'm already feeling a bit of a headache about it. Mainly because the weekend reactions from the US and Iran have weighed on cryptocurrencies, and it's very likely that before the US stock market opens on Monday, Trump will TACO, then Iran will act like nothing happened, and the US stock market will just go about its business as usual. Regardless of whether this script plays out, I think it's very difficult for the US and Iran to actually go to war again, as it doesn't serve the interests of either side.

Especially if Iran were to block the Strait of Hormuz again, I estimate that Europe and Asia would not sit idly by. Of course, this is just my personal opinion, but my short position in WTI hasn't been closed yet. After all, longs have been paying the funding rate to shorts recently, so holding short positions is quite comfortable. Besides, I've already withdrawn my margin, and a profit of over 200% is more than enough for me.

Since I can roughly estimate the final outcome between the US and Iran, what happens on Monday isn't particularly important. Instead, what I'm most concerned about is the ATM data released by $MSTR this week—especially how the ATM was conducted and how the funds after the ATM were utilized. Were more funds held as cash reserves, or were they used to buy $BTC ? As I said, if it's the former, it means MSTR is hunkering down for winter, which is good. If it's the latter, it means Michael continues to be aggressive.

If it's the former, I might try to buy some MSTR and $STRC , but if it's the latter, I will only lower the expected price for buying Bitcoin. Additionally, the important data next week is the non-farm payrolls on Thursday. Currently, non-farm payrolls should have returned to the point where both good and bad data are considered bad. I'm not sure if risk aversion will emerge.

#btc $BTC