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@krugermacro · Unclaimed · All time · Stated horizon How it’s ranked
🇦🇷 Economist. Trader. Sharing views on global markets.
Coverage 5 May 2026 – 10 Nov 2026
Calls
3
0 pending · 0 unresolved
Hit rate
100.0%
3 correct / 0 incorrect · 0 neutral
ROI
+4.0%
Average return per call: what following every call with an equal stake returned
Max drawdown
−0.0%
Worst peak-to-trough of following every call, as a share of the stake
Streak
3
Right calls in a row, newest first; neutral results are skipped
Coverage
189d
5 May 2026 – 10 Nov 2026
Best call
+8.2%“I think Strategy will first lower the 1.22 threshold (self imposed) and issue MSTR common. BTC goes up on that, as it relieves the need to sell BTC to cover the STRC dividend (now down to ~5 months coverage). The magnitude of the relief depends on how much they can raise that way, given mNAV. If the numbers fall short Strategy may still be forced to sell BTC, in size this time. They basically need to choose if to sacrifice MSTR, STRC or BTC (or all). That would solve the pressing STRC issue, at least temporarily. All assuming Strategy did not already raise cash by selling BTC this week (doubtful). Then Strategy still has significant debt to roll-over in 2028 ... which is very doable. But the market may decide to chase Saylor and force a credit event. Everybody is willing to lend you money, when you don't need it. The downside if things go wrong is large. BTC is now fully linked to Strategy's creditworthiness. The path ahead for BTC is uncertain, but there's a very fat left tail. Many crypto natives on the sidelines have been expressing interest to buy only at 50K. I have no position and for the first time in a while I'm not even considering buying the dip. There are better assets to allocate capital to.”
Every token @krugermacro has called, most recent first. The badge is their latest call on it. 2 tokens, all time.
Last called 4 Jun 2026 · 3 calls since 2 Jun 2026
0 bullish · 3 bearish
Last called 4 Jun 2026
By month resolved · Stated horizon
Not enough history in this window for a trend.
All time · stated
3 records · every scored call links to its source post and price evidence
| Posted (UTC) | Call | Asset | Direction | Price at post | Horizon | Price at horizon | Return | Status |
|---|---|---|---|---|---|---|---|---|
| 4 Jun 2026, 05:55 | “1. there's no "forever" 2. the four year cycle is hopium, even though it can drive self fulfilling flows 3. the btc underperformance trend vs AI related assets is very long, not noise 4. the eth underperformance trend vs almost everything is overwhelmingly evident 5. something going down when it should be going up it's signal (crashing solo is very different than crashing due to macro conditions) 6. I expect the AI trend to continue for a long time, and BTC to continue underperforming => there are much faster horses offering higher convexity than BTC 7. A handful of crypto assets can perform very well regardless.” |
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| BTC |
| ▼ Bearish |
| $63,890 |
| 30d |
| $62,412 |
| -2.3% |
| correct |
| 4 Jun 2026, 05:55 | “1. there's no "forever" 2. the four year cycle is hopium, even though it can drive self fulfilling flows 3. the btc underperformance trend vs AI related assets is very long, not noise 4. the eth underperformance trend vs almost everything is overwhelmingly evident 5. something going down when it should be going up it's signal (crashing solo is very different than crashing due to macro conditions) 6. I expect the AI trend to continue for a long time, and BTC to continue underperforming => there are much faster horses offering higher convexity than BTC 7. A handful of crypto assets can perform very well regardless.” | ETH | ▼ Bearish | $1,782 | 30d | $1,755 | -1.6% | correct |
| 2 Jun 2026, 18:53 | “I think Strategy will first lower the 1.22 threshold (self imposed) and issue MSTR common. BTC goes up on that, as it relieves the need to sell BTC to cover the STRC dividend (now down to ~5 months coverage). The magnitude of the relief depends on how much they can raise that way, given mNAV. If the numbers fall short Strategy may still be forced to sell BTC, in size this time. They basically need to choose if to sacrifice MSTR, STRC or BTC (or all). That would solve the pressing STRC issue, at least temporarily. All assuming Strategy did not already raise cash by selling BTC this week (doubtful). Then Strategy still has significant debt to roll-over in 2028 ... which is very doable. But the market may decide to chase Saylor and force a credit event. Everybody is willing to lend you money, when you don't need it. The downside if things go wrong is large. BTC is now fully linked to Strategy's creditworthiness. The path ahead for BTC is uncertain, but there's a very fat left tail. Many crypto natives on the sidelines have been expressing interest to buy only at 50K. I have no position and for the first time in a while I'm not even considering buying the dip. There are better assets to allocate capital to.” | BTC | ▼ Bearish | $67,216 | 30d | $61,699 | -8.2% | correct |
