$MSTR 24 hours down 4.44% to $128.38, but the funding rate is still positive at 0.00029540. Price weakness exists alongside longs paying funding fees—this is a typical split under the Trump trade.
The market is betting on policy expectations. As long as Trump does not clearly pivot toward more pro-crypto regulation, funding’s belief in MSTR as a legacy-capital-linked coin could loosen. The current setup has longs using funding fees to hold back sell pressure, which is not sustainable.
The strongest counterevidence is that any single piece of pro-traditional-finance news from Trump embracing crypto could instantly reverse sentiment.
Trading tag: #TradFi #链上美股 #MSTR
Where do you think this assessment is most likely to be wrong?
The market is betting on policy expectations. As long as Trump does not clearly pivot toward more pro-crypto regulation, funding’s belief in MSTR as a legacy-capital-linked coin could loosen. The current setup has longs using funding fees to hold back sell pressure, which is not sustainable.
The strongest counterevidence is that any single piece of pro-traditional-finance news from Trump embracing crypto could instantly reverse sentiment.
Trading tag: #TradFi #链上美股 #MSTR
Where do you think this assessment is most likely to be wrong?