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Published 6 Jul 2026, 16:06 UTC · fetched 3 Nov 2026, 10:55 UTC
Ignas
@DefiIgnas
Quoting · 6 Jul 2026, 13:02 UTC · context given to the AI
Last cycle BTC outperformed largely because of Saylor's buy pressure (ETFs did something too, but largely their inflows was a rotation from spot holders who exchange counterparty risk for wrench attack risk) Is it fair to assume that this cycle BTC will underperform because of Saylor's sell pressure? Reflexivity cuts both waysBullish selling if: - selling gets $MSTR into the S&P 500 S&P Global wanted proof they can raise cash during a 'Bitcoin stress'. Well, now they have it. And if inclusion happens, every boomer and VWCE investor buys MSTR passively every month. Strategy then can buy back all that BTC.View original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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