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Published 28 Jun 2026, 11:00 UTC · fetched 3 Nov 2026, 10:58 UTC
Merlijn The Trader
@MerlijnTrader
🚨 NOBODY THOUGHT THE TREASURY COMPANIES WOULD BE THE TRIGGER Saylor's Strategy: trading below the value of its own Bitcoin, now selling BTC to cover dividends. Tom Lee's BitMine: down 86%, $9B underwater on Ethereum no longer raising, just paying out. Different fuel. Same stall. When the buyers of last resort stop buying and start paying out, the playbook is dead. They were never clean crypto bets. They were a leveraged premium dressed up as one. And convincing the world otherwise was the greatest trick the market everView original on X ↗
Deterministic: the same prices and policy always give the same result
r = 1572.61 / 1580.55 − 1 = -0.5%d × r = +0.5% (neutral only if the price is unchanged) → correctOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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