Post

The strong binding between MSTR and BTC is gradually loosening. The core reason for this round of decline is still the change in market sentiment. But it must be said that Michael Saylor's change in attitude has also affected investor confidence. At first: "Never sell BTC." Later it became: "Will not net sell BTC." Now even this kind of promise is rarely mentioned. What the market fears most is not the selling itself, but uncertainty. In the past, buying MSTR was essentially buying a "BTC leverage tool." But if in the future MSTR's logic of increasing BTC holdings weakens, or even faces financing pressure, the market will naturally reprice it. So I believe: In the near future, the correlation between MSTR and Bitcoin will most likely continue to decline. BTC is still BTC. MSTR is ultimately a publicly listed company with its own capital cycle and shareholder pressure. #30YYieldAt19YHigh #SpaceXUnlockLooms #EarningsWeekAhead