$BTC plunged to a low of $75,369 this morning.
What does that mean? Strategy’s cost basis is $75,451, with 849,327 BTC acquired for a total cost of $64.1 billion. That dip this morning briefly put Saylor underwater.
It’s now at $75,660, just $209—or 0.28%—above the cost basis.
Even more painful: MSTR closed last night at $129.30, down 9.29%. Its market cap is $54.99 billion, versus $64.51 billion in BTC holdings—a 15% discount, with its mNAV down to just 0.85x.
Things aren’t much better for U.S. spot ETFs. Their average cost basis is around $81,500, and the current price is already about 7% below that.
The U.S. nonfarm payrolls report is out tonight at 21:30, with 65,000 new jobs expected. The data could determine the direction of the next candle.
A: The cost basis is the bottom; Saylor leads the dip-buying. B: A break below $75,451 turns paper losses into reality—and faith collapses first.
$BTC $ETH $SOL
#比特币 #Strategy #Nonfarm
What does that mean? Strategy’s cost basis is $75,451, with 849,327 BTC acquired for a total cost of $64.1 billion. That dip this morning briefly put Saylor underwater.
It’s now at $75,660, just $209—or 0.28%—above the cost basis.
Even more painful: MSTR closed last night at $129.30, down 9.29%. Its market cap is $54.99 billion, versus $64.51 billion in BTC holdings—a 15% discount, with its mNAV down to just 0.85x.
Things aren’t much better for U.S. spot ETFs. Their average cost basis is around $81,500, and the current price is already about 7% below that.
The U.S. nonfarm payrolls report is out tonight at 21:30, with 65,000 new jobs expected. The data could determine the direction of the next candle.
A: The cost basis is the bottom; Saylor leads the dip-buying. B: A break below $75,451 turns paper losses into reality—and faith collapses first.
$BTC $ETH $SOL
#比特币 #Strategy #Nonfarm
