Jamesvanst

This will be the first weekend that bitcoin CME futures and options trade over the weekend.
I still expect Friday close and Sunday open to dominate as it will take a while for volumes to match.
But bitcoin closed Friday's gap and has three open, one below and two above.

If STRC is the core vehicle for acquiring Bitcoin for Strategy, making it the most senior security would lower financing risk and borrowing costs.
It would also see more demand come in as it’s higher up the stack.

Seeing people give up all over this timeline.
Third bear market and nothing changes with human greed and fear.

Excluding Strategy’s two 50,000+ BTC purchases in November 2024.
Four of the company’s six largest bitcoin buys have taken place in 2026 in a bear market.

This is wild.
There’s now a serious proposal for the Bank Of England to issue EUR-denominated bonds to lower borrowing costs.
But once a country starts borrowing in foreign currency, it becomes dependent on external confidence instead of its own central bank.
No currency sovereignty. No real lender of last resort.
This is what blew up the Pound in 1992.
The case for bitcoin, could not be clearer.

AI stocks is what crypto was in 2017

The current bitcoin price is sitting in possibly the biggest supply cluster.
(15% of the bitcoin supply): $83,000 - $85,000
ETF Cost Basis: $82,000
200DMA: $81,000
STH Cost Basis: $78,200
TMM: $78,100
Current BTC Price: $77,400
MSTR Cost Basis: $75,700
128DMA: $75,000

The closest comparable time period for bitcoin’s current price action is March/April 2019.

Q2 2026 is already the fourth-largest quarter for Bitcoin accumulation by MSTR at 81,639 BTC.
The company needs only 8,000 BTC to reach its second-best quarter, and the quarter is only halfway through.

Strategy timed the market exceptionally well, to issue $3B of 0% convertible debt, while the stock traded above $433 for a matter of days.
Now the company is retiring the debt below par, reducing almost 20% of its debt and future dilution risk.
The company benefited from both directions of the move

I’m really looking forward to the next round of stimulus cheques.

I’m really looking forward to the next round of stimulus checks.

The second highest volume day for $STRC.

Just under $1.5 billion of trade volume.
$97 million shy of the top trading day.

Bitcoin Funding rates have flipped positive.
Coinbase premium is up 150% over the past 24 hours and trying to go positive.
Need both to flip the 200DMA