✅ Velardón of BTC after the news of Saylor’s sale.
MicroStrategy makes a very large sale of BTC, and the market absorbs the sell-off strongly.
3,588 BTC sold for approximately $216 million
This leaves a lot of room to buy.
It gives a lot of breathing room to hold on for a long period until BTC rises again.
It sells at a loss compared to the most recent purchases, even the one from just two weeks ago.
But it makes clear that, in its Strategy, if it has to sell, it sells. And the market doesn’t flinch, like everyone expected it would fall hard.
Overall, I feel the outcome is good. We’re in the bearish phase, and Strategy is handling this situation well.
We need to stay alive and as strong as possible until this bearish stage passes. If it gets through it well—armed with a good amount of BTC in its treasury—then it will have a great haul of profits in the bull market.
- With the $2.55B in cash it currently has, Strategy has coverage for approximately 17.4 months (more than 1 year and 5 months).
- It has authorization to sell up to $1.250 billion; with the $216 million sale already executed, it has burned 17.3%. It still has up to $1.034 billion left to sell.
✅ El Salvador leads the per-capita Bitcoin exposure (excluding UAE)
Today El Salvador has more BTC per inhabitant than the US and China Incredible is the campaign of generational wealth that this nation is putting together.
According to recent data: 📌 El Salvador: 0.00120 BTC per capita. 📌 United States: 0.00094 BTC per capita. 📌 United Kingdom: 0.00088 BTC per capita. 📌 China: 0.00001 BTC per capita.
El Salvador has built one of the strongest per-capita positions in the world.
A clear and consistent strategy that positions it as a leader among the nations betting on #Bitcoin as a strategic reserve.
🐉 Strategy has become an even more cyclical asset than Bitcoin itself.
Historically, every time it breaks the 300-week moving average, its buys have generated a 5x up to the ATH.
✅ In 2019, buying below this moving average, it delivered a 5x at the next ATH.
✅ In 2023, buying below this moving average, it generated at least a 15x up to the ATH.
✅ In mid-June, MSTR’s price broke the 300-week moving average. We’re in the best buying zone for this “Bitcoin on steroids”. And maybe, from these prices, we could see a 7x up to the next ATH.
Buys below the WMA300 have historically been MicroStrategy’s generational buys.
This is not investment advice, but if there were to exist a single clear moment to buy $MSTR.US , without a doubt it would be this one.
The popularity and adoption of stablecoins, tokenized stock markets, bonds, and the entire industry related to money transactions that will move via blockchain will take this ecosystem to a level never imagined by human beings.
Every day, more and more people interact in this ecosystem, and more and more people keep joining.
The infrastructure will grow enormously, and all the projects that offer real solutions and generate big profits will see their prices soar.
Projects like #Hyperliquid will take off like rockets thanks to the enormous amount of money that will circulate through their platforms and the high gains that will be directed into their token. The same will happen with lending projects, and of course with oracles and security infrastructure.
Only a couple more months are needed for the bear market to end and give way to the season of greatest wealth this ecosystem has ever experienced.
Dragoncrip
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🟥 The real KILLER of USDT and USDC is being cooked: oUSD.
An Open Standard, backed by more than 140 industry mega-giants (Visa, Mastercard, Stripe, BlackRock, Coinbase, Google, Ripple and an army of banks), launches Open USD (OUSD) to destroy the old regime.
They’re going full steamroller: - Zero mint and redeem fees - No volume limits - Reserve income distributed among partners, banks, etc., who will push it together with the power of marketing.
They’re aiming for mass adoption of stablecoins.
Launch: end of 2026.
The war for the stablecoin throne has just exploded. Just with the announcement, Circle collapsed +17%.
🟥 The real KILLER of USDT and USDC is being cooked: oUSD.
An Open Standard, backed by more than 140 industry mega-giants (Visa, Mastercard, Stripe, BlackRock, Coinbase, Google, Ripple and an army of banks), launches Open USD (OUSD) to destroy the old regime.
They’re going full steamroller: - Zero mint and redeem fees - No volume limits - Reserve income distributed among partners, banks, etc., who will push it together with the power of marketing.
They’re aiming for mass adoption of stablecoins.
Launch: end of 2026.
The war for the stablecoin throne has just exploded. Just with the announcement, Circle collapsed +17%.
✅ After the great game of #Paraguay, I remembered everything big that’s being built in that country—especially in the crypto ecosystem, where today it’s one of the most profitable places for mining.
As a holder of the EverValue project (where the net profit from mining goes directly to the token’s collateral $EVA), I went to check the blockchain to see how things are going.
And I found this: - The image is a screenshot of the Core Vault contract, where only BTC enters, and the only way to take it out is by burning the EVA token.
- To my surprise, the dotted box (dates) shows that mined BTC has been entering every day without interruption for 712 days.
- In the right column, you can see that the daily amount has been growing progressively. The reason is that the company reinvests the profits into improving the mining equipment and expanding the farm.
- Bottom right indicates the net amount mined per day (0.3727 BTC), which is distributed between the Core Vault (0.2236 BTC) and the Booster (0.149 BTC).
Every day, on average, EverValue deposits between 0.35 and 0.41 Bitcoin into the vaults that collateralize the token’s price, making its burn value increase day by day (this pushes the base price in BTC upward).
The total amount of BTC the project already has in the vaults collateralizing the price of EVA reaches 425.92 BTC. The project is showing strong resilience in this bearish market.
Those 712 consecutive days of incoming BTC show they’re building from the ground up—solidly and with real fundamentals.
For this reason, I’m accumulating (DCA) a small percentage of this token to diversify my BTC returns ahead of the next ATH.
In the comment, I leave the link so you can review the on-chain data.
✅ Holders Chart of #Bitcoin : Short Term vs. Long Term
While Bitcoin’s price (black line) began to fall, long-term holders (in light blue) started aggressively buying at the floor and accumulating.
On the other hand, short-term holders, driven by fear and lacking a clear strategy, sold at a loss, giving fundamentalists the best buying opportunity of the cycle.
Once again, long-term investors are taking Bitcoin out of the hands of short-term users. Fear campaigns, FUD, and manipulation are doing what they’re meant to: transferring cheap BTC from those who don’t understand Bitcoin to those who do.
✅ Michael Saylor (Strategy) announced today a new set of measures called "Digital Credit Capital Framework"
1) Minimum policy of 12 months of dividend coverage: It can’t be used for anything else; its current reserves are $2.55 billion = 17.4 months.
2) STRC dividend rises from 11.5% to 12%: The official goal: for STRC to trade around $99-$100.
3) STRC, STRF, STRD and STRK share repurchase program: Up to $1.0 billion to repurchase, prioritizing STRC when beneficial.
4) MSTR repurchase program: Up to $1.0 billion to repurchase common shares of MSTR.
5) BTC Monetization Program: They authorize selling Bitcoin (up to $1.25 billion) to build a reserve, pay dividends, and finance the purchase of securities
Saylor opens the door to selling Bitcoin.
At last he understood that BTC is the commodity of his business, just like bread is for the baker.
He can sell up to $1.25 billion, which would be equal to: Current price → 20,833 BTC ATH price → 9,900 BTC
This plan of measures really strengthens Strategy and gives it enough cash to sit tight and calmly wait for the next ATH → where it can take big profits with its BTC commodity
With this new strategy, things get serious about how a profitable business must work. - Issue when it’s good - Repurchase when it’s cheap - Sell when it’s expensive
✅ While Brian Armstrong was posting, Coinbase fell 70% and it’s now rumored it could go bankrupt.
- The company is one of the world’s largest Bitcoin custodians, with more than 1,000,000 BTC in custody. - It holds 80% of Bitcoin ETFs and much of the institutional industry.
If it goes bankrupt, it would trigger the biggest death spiral across all crypto, dragging down the entire stock market, the ETFs, and even burying BlackRock.
On the other hand, Strategy’s shares fell 80% from their all-time high. Is it going to go bankrupt too?
...
A lot of people are saying pure nonsense about Strategy these days. Well, this was my contribution to the NONSENSE of the week about company bankruptcies, because it’s based on the market asset price going down.
My text and my nonsense to add my little grain of sand to the collective FUD about #Strategy.
But how, if he has more than 200,000 Bitcoin bought below $60k. We’re at the bottom of the market and he still has a fortune in BTC acquired below that level.
He could sell just 17,000 BTC bought at $10,000 and realize a 600% gain with enough cash to cover almost a year of interest.
Your treasury strategy can fail when 100% of your BTC were bought above the current price. Then you’d be cornered, because every BTC you sell you’d be selling at a loss.