MSTR gained approximately +16% in a single day, while BTC rose only about 6%.

It closed Friday at approximately 153.92, rising from around 137. During the same period, BTC climbed back above approximately $81,000; Strategy holds approximately 845,000 BTC on its balance sheet.
Simply put: U.S. stocks amplified BTC’s volatility by approximately 2.5–3x. Combined with the Senate Finance Committee advancing the Strategic Bitcoin Reserve bill by 28–21, sentiment is running hotter.
My view: this is a resonance of leveraged beta and the policy narrative—not a sign that the “strategic company” fundamentals have turned around overnight. Don’t use that NAV shortcut of subtracting market cap from gross BTC value—debt and preferred stock rank ahead of common stock.
The thesis breaks on two things: BTC falling back below $80,000 on the daily chart, or MSTR being slammed back below 140 at next week’s open.
Do you believe this is a catch-up rally, or is the reserve bill narrative adding leverage to the valuation?$MSTR $BTC #美股 #Bitcoin