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de la această postare, IBIT a depășit MSTR cu 20%, în timp ce ETH a crescut cu 63%. Acum cred că acest punct de vedere este un consens și am oprit acest program


8 iul. 2025
Starting today I began a systematic trading program to bet against Bitcoin treasury programs against a basket of core crypto spot longs.
I do not buy MSTR’s financial engineering framework as value accrual and believe excessive issuance will de-rate the sector
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