This is from a video by @TaikiMaeda2, just watched it and found it interesting. $BTC $STRC $MSTR He breaks down market tops and bottoms using a simple framework: positioning, who is left to sell, and who is left to buy. His main point is that right now a lot of participants are already in cash, waiting for a lower entry, which reduces the chances of a clean capitulation. The most interesting part is about Michael Saylor @saylor and his STRC / “Stretch” strategy. Instead of just buying BTC occasionally, he’s building a system: • Raises capital through a fixed yield product (~11.5%) • Investors buy it for stable dollar returns • That capital gets deployed into BTC So effectively, demand for yield turns into continuous Bitcoin buying. If this scales, it creates a new type of marginal buyer, not just crypto traders, but broader capital looking for yield. The idea is simple: more inflows into STRC → more BTC bought → potential structural bid under the market. Doesn’t remove downside risk, but definitely adds a new variable to the equation. Curious what others think about this.

Share







Source:Show original
Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information.
Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.