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sedan detta inlägg har IBIT överträffat MSTR med 20% medan ETH har ökat med 63%. Jag tror nu att denna åsikt är konsensus och har stoppat detta program
8 juli 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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