“I think the bottom could be in now is the reason for Bitcoin's weakness is a lot attributed to Saylor and MicroStrategy's weakness... people are expecting him to sell his Bitcoin, which is why a lot o”
Bitcoin hit its floor because traders are dumping coins in fear of a massive MicroStrategy selloff that is actually delayed by at least six months.
“Best case scenario is MicroStrategy premium collapses. They're no longer able to sell MicroStrategy shares for cash, which is what they've been doing. They run out of runway in six months to pay the p”
MicroStrategy will hit a wall in six months when it runs out of cash to pay preferreds and is forced to dump its Bitcoin stash at a steep discount.
“if I could be short on one country, I think it would be short on the UK. They've been doing so many things wrong. It's awful.”
The UK government is forcing device-level KYC and scanning all content, making the entire country a structural short as it builds a surveillance state.
“I just look at super obscure shit like local Abu Dhabi real estate or energy stocks, because I know that people are overselling based on like Iran war fears. But like once it comes back, they have lik”
The market is dumping Abu Dhabi assets over Iran war fears but the state will deploy its trillion dollar native fund to prop up the local economy.
“There's going to be one that increases the performance to... a few hundred TPS, which is pretty crazy for a POW chain that's like a store of value... literally private internet money that cannot be ta”
Wealthy offshore bankers are adopting Zcash as a private haven because upcoming upgrades deliver quantum-proofing and hundreds of transactions per second.
“Salada bottom is in. I'm going to say Salada bottom is in... This cycle, I think it can go from $60 to around like $600... you're betting on all these consumer applications continue to do well. I thin”
Solana will launch from $60 to $600 as the network expands beyond meme coins to host breakout consumer applications.