Tui Jude
02-05 11:03

Great article, would you like to share it?

@Barcode：
$Strategy(MSTR)$ $CME Bitcoin - main 2602(BTCmain)$ $Coinbase Global, Inc.(COIN)$ 📉📉📉 $MSTR earnings due tomorrow and the real tell isn’t EPS, it’s dilution vs. BTC per share. BTC holdings +5.1% in Q4, but diluted shares +7.8%.. so a -2.5% drop in BTC/share. With $BTC below avg cost & short interest at 12%, this stays a high-beta, sentiment-driven trade ⚠️ $MSTR has lost nearly $100 Billion in market cap since July 2025 Down 74% in 6.5 months If Bitcoin goes to $65k, Strategy could see $75 😱 ⓗⓐⓟⓟⓨ ⓣⓡⓐⓓⓘⓝⓖ ⓐⓗⓔⓐⓓ! ⓒⓗⓔⓔⓡⓢ, ⓑⓒ🍀🍀🍀
$Strategy(MSTR)$ $CME Bitcoin - main 2602(BTCmain)$ $Coinbase Global, Inc.(COIN)$ 📉📉📉 $MSTR earnings due tomorrow and the real tell isn’t EPS, it’s dilution vs. BTC per share. BTC holdings +5.1% in Q4, but diluted shares +7.8%.. so a -2.5% drop in BTC/share. With $BTC below avg cost & short interest at 12%, this stays a high-beta, sentiment-driven trade ⚠️ $MSTR has lost nearly $100 Billion in market cap since July 2025 Down 74% in 6.5 months If Bitcoin goes to $65k, Strategy could see $75 😱 ⓗⓐⓟⓟⓨ ⓣⓡⓐⓓⓘⓝⓖ ⓐⓗⓔⓐⓓ! ⓒⓗⓔⓔⓡⓢ, ⓑⓒ🍀🍀🍀

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