All eyes on $88k, break $88k decisively and we likely see new ATHs in less than three months. Imagine going into price discovery in Q1 of the pre-rehalving year. We won’t be stopping at $200k, $444k is in play.
I believe Bitcoin will make a new ATH within 90 days, and here's why.
When Bitcoin climbed from -50% below its all-time high back to -30%, it made a new ATH within 75 days (median 24). Every time. 100% hit rate across all macro regimes and conditions.
It never went to a new cycle low first.
The -30% mark is about $88,000. I think once it passes that, probably later this month, a new ATH is imminent.
I did this research with the help of bluroo ai
My podcast conversation with @chasepalmieri. We discuss all the tough questions posed by $MSTR and $STRC shareholders, including competition, returns, innovation, and @Strategy's vision.
00:00 Introduction to Strategy and CJ's Role
01:07 Proposal for Daily Dividends and Market Innovation
04:59 Upcoming Shareholder Vote and Future Plans for Daily Dividends
06:05 Balancing Bitcoin Per Share and Total Return Objectives
09:28 Strategy's Approach to Dividend Rates and Market Demand
11:58 Managing USD Reserves and Market Shocks
15:10 Leverage, Liquidations, and Market Risks
18:46 Market Recovery and the Role of Buybacks
21:47 SATA vs. STRC and Market Dynamics
23:47 Investor Perspectives on Digital Credit Instruments
25:39 Strategy's Ecosystem and Future Growth
30:43 BTC Ratings, Coverage Ratios, and Market Perception
34:05 Collaborative vs. Competitive Digital Credit Ecosystem
38:30 Strategy's Innovation and Future Product Development
43:33 Communication Strategies and Shareholder Engagement
46:22 Potential for a Strategy Podcast and Transparency
48:14 Institutional and Retail Communication Efforts
50:13 Risks of Media and Market Discourse
52:17 Preparing for Bull and Bear Markets
54:18 USD Reserves and Yield on Cash Holdings
55:27 Long-Term Growth and Cash Flow Needs
58:08 Strategy as the JPMorgan of Bitcoin
59:27 Future of Bitcoin as Collateral and Lending
1:00:23 Leadership and Succession Planning
1:04:04 CJ's Vision for Strategy and Market Leadership
1:05:54 Where to Follow Strategy and CJ on Social Media
Eric retweeted
The future of Bitcoin is the future of finance.
This morning at the World Bank, I joined Chris Brummer, Founder & CEO of The Fintech Foundation, for a 25-minute fireside chat at DC Fintech Week. @fintechthinksdc
00:52 - Strategy as a reserve institution built on Digital Capital, Digital Credit, and Digital Equity
01:32 - Bitcoin as Digital Gold, Digital Capital, and the foundation for a new financial system
03:19 - Strategy as a private central bank for the crypto economy
06:54 - Manufacturing Digital Credit backed by USD reserves and Bitcoin
08:08 - Return of capital, tax-deferred dividends, and scalable fixed income
09:17 - How Digital Credit amplifies Bitcoin per share for $MSTR equity holders
12:17 - Bitcoin headwinds and tailwinds: policy, liquidity, bank adoption, and AI capital flows
13:12 - Bitcoin-backed bank credit and the impact of $10B in new lending
16:20 - The triple reflexive flywheel: Bitcoin price, reserves, credit risk, and equity premiums
18:25 - Quantum risk, AI hacking, and why Bitcoin can upgrade when consensus forms





