KyleChassé

Rosen Law Firm has just opened a securities investigation into Saylor's Strategy.
Everyone spent weeks asking if Strategy would be forced to sell its Bitcoin.
It can't. The coins are unencumbered. No margin calls. No price triggers.
So the market was watching the wrong door.
The threat was never the price.

Is Strategy about to take Bitcoin down with it?
Everyone's calling it Terra/Luna 2.0. Here are the numbers, and what I actually think.
The setup:
- STRC, Strategy's "Stretch" preferred stock, just hit a record low around $82. It's designed to trade at $100, so it's sitting about 18% under.
- Back in late May, Strategy sold 32 bitcoin (about $2.5M) to cover the dividend on it. That was their first sale since 2022, and it broke Saylor's whole "never sell" promise.
- They still hold 846,842 BTC, roughly 4% of all the bitcoin that will ever exist, bought at an average of about $75,700. At today's

A CEO told his team to plan for ten-x growth this year.
The first quarter ran at an 80X annualized pace.
His own words: “just crazy... too hard to handle.”
This week we discuss what that company could actually be worth.
Get ready.

$1.2 trillion in Bitcoin sits idle.
Sui wants to put it to work without moving a single coin.
Hashi, its Bitcoin finance primitive, just added Cumberland, SwissBorg, and Fluid before a July testnet. BitGo, Ledger, and FalconX are already in.
Celsius tried making BTC productive and blew up. The difference now is what you trust.