Neo retweeted
El dato de inflación viene con retraso en un mercado petrolero que esta por desinflarse.
Todo dip de tasas o inflación lo compro a manos llenas. 🤷♂️
$BTC
Neo retweeted
Coinbase now holds a full national trust charter from the OCC, upgraded from the conditional approval it received in April. The charter covers federally supervised custody of digital assets and fiduciary services. It does not allow retail deposits or lending. The OCC granted Ripple a full trust charter last month.
For Bitcoin, custody is moving inside the federal banking system. Institutions that wanted a federally supervised custodian now have one less reason to wait. Community bankers are suing the OCC over these charters, which tells you who feels threatened.
Neo retweeted
$MSTR went from $121 to $500 when @Strategy held roughly 190,000 BTC.
Today, Strategy holds over 850,000 $BTC , more than 4% of Bitcoin's entire supply.
Now imagine Bitcoin at $200,000.
That's a $40 trillion asset class.
Strategy's treasury alone would be worth approximately $170 BILLION.
Think about the evolution of this company, its capital markets, its preferred securities and its ability to keep accumulating Bitcoin.
If $121 could become $500 with 190,000 BTC, what does the next chapter look like with 850,000 BTC and Bitcoin at $200K?
We're still early in understanding what Strategy is building. ₿
Neo retweeted
Real estate investing hasn’t had an update in 65 years since the creation of the REIT structure. For the first 40 years it out performed the S&P 500. It quit doing so 15 years ago.
Neo retweeted
Broad Market Support Held: Why $MSTR & Bitcoin Explode Next 🎯
Neo retweeted
Todo Lo Que Frena a BITCOIN Está en Máximos… y Empieza a Ceder youtu.be/1RNIBPyv4CE?si=0-8F…
Neo retweeted
🚨 Strategy needs an intervention.
@TylerCompiler and I believe @Strategy has the strongest investment theses in the world. So why isn't management hammering home these 5 messages every time they're in front of a hot mic 🎙️ ?
1) What matters in the end is who owns the most bitcoin and Strategy has already won.
2) Strategy's bitcoin balance sheet makes it the most disruption-proof company in the world.
3) $MSTR WILL outperform Bitcoin.
4) Investors have an opportunity front-run S&P 500 inclusion.
5) Management is laser-focused on institutional demand and will not be distracted by short-term retail narratives.
Two committed MSTR bulls challenging Strategy to make its strongest possible case.
New episode of RE:Bitcoin, watch on Youtube here:
youtu.be/RDAKFqAJzDo
Neo retweeted
BREAKING: 🇺🇸 COINBASE JUST RECEIVED FULL FEDERAL APPROVAL TO OPERATE AS A NATIONAL TRUST BANK
THE BIGGEST US EXCHANGE IS NOW A REGULATED BANK
WALL STREET IS COMING FOR #BITCOIN
THIS IS MASSIVE 🚀
Neo retweeted
I'm thinking this will have a role in @Strategy's Bitcoin Bank.
Neo retweeted
Congrats @coinbase
Neo retweeted
El petróleo esta caro y los breakeven bajan 📉
1) El mercado está descontando una menor presión a medida que avanza el horizonte de entrega.
2) Un breakeven es, de forma aproximada, la diferencia entre el rendimiento de un Treasury nominal y el de un TIPS de vencimiento comparable.
Se utiliza como indicador de inflación implícita, pero incorpora expectativas de inflación, una prima por riesgo inflacionario y diferencias de liquidez entre ambos instrumentos.
Su descenso puede reflejar cambios en cualquiera de esos componentes. La formulación más precisa aquí es que ha bajado la compensación que exige el mercado por inflación.
Bitcoin esta barato hijo.
Neo retweeted
🎯 $MSTR just completed a textbook backtest of its 100-day simple moving average.
📍 100 DMA: $122.32
📈 Current price: $125.85
Previous resistance is holding as support.
My call: The bottom is in.
Neo retweeted
Bitcoin at $1 million. What is $MSTR worth?
At today's 1.13x mNAV and Strategy's current balance sheet: about $2,104 a share. That's a $891B market cap, the 13th largest US company against today's market caps.
At 1.0x mNAV it's $1,862. At 2.0x, $3,725.
Neo retweeted
I like it when $MSTR is buying Bitcoin.
Buying at least 1,000 coins a week is a great way to engineer a higher Bitcoin price, instead of waiting for the market to deliver it.
Especially when Bitcoin is trading this cheaply.
Every coin Saylor buys is one fewer for everyone else.
Squeeze the supply.
Strategy has acquired 1,036 $BTC and repurchased $188M of $STRC. As of 11/8/26, we hold 850,364 BTC and $4.9B of USD Assets. $MSTR strategy.com/press/strategy-…
