My uncle texted me at 11pm asking if he should buy MSTR after seeing Saylor on CNBC again. Meanwhile the actual signal just dropped: Trump's ethics filing shows he bought up to $100K of Strategy stock back in July, quietly, while his admin keeps pushing crypto-friendly policy through the SEC and Congress. That's not a random bag add. That's the guy setting the regulatory table also eating at it. I keep seeing takes that every new token launch is just VCs dumping on retail... nah, that's mostly a pumpfun problem, low effort coins with zero lockups and no real builder behind them. Strategy's been stacking BTC on the balance sheet since 2020, that's a five year conviction trade, not an exit liquidity scheme. The bigger tell for me is what this does to the BTC-as-treasury-asset thesis heading into next cycle. If sitting presidents are comfortable disclosing crypto-adjacent equity positions in public filings, the "this is all a scam" narrative gets harder to sell to normies. I've said it before, POW is going to matter again once people remember why Bitcoin's security model was never really replaced, just marketed around. Kaspa's hashrate chart alone should be required reading before anyone calls POS "the final form." So genuine question, does a sitting president buying Strategy stock move your risk tolerance on BTC treasury plays, or does it just confirm what insiders already knew before the filing hit.
⚡Kacy Harper⚡Share

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