# Winning Trades

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  • Enid Bertha
    ·2025-12-15
    这只股票只在直线上升、流动性强、欣欣向荣的BTC市场有效。无论是下跌还是下跌,它都是一台价值破坏机器:稀释风险、股息拖累、转换悬而未决以及不断扩大的mNAV折扣。股权变成了浪费的资产,而BTC只是……存在。

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  • Merle Ted
    ·2025-12-15
    MSTR cooked, plain and simple. Whole thing was a hype engine BTC up, stock up, dilute, repeat. That loop dead now. No index bid, no fresh ammo, just debt, prefs skimming cash, and arbs leaning on every pop.

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  • JackQuant
    ·2025-12-15
    Nice option trade!
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  • jamezwavy
    ·2025-12-16

    T2

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