Jamesvanst

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Jamesvanst

5h ago

Strategy amended its ATM sales agreement to allow a second broker to sell the same securities outside regular market hours, before 9:30 a.m. or after 4:00 p.m. New York time.
During normal trading hours only one broker can sell. The company can still appoint another agent after 4:00 p.m. to execute large block trades.
H/T @rohanhirani nice spot

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Jamesvanst

11h ago

MSTR raised enough cash ($1.3B) in one week to pay off the first tranche of convertible debt ($1B).

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Jamesvanst

16h ago

bottoms come in all shapes and sizes

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Jamesvanst

17h ago

When markets stop going down on bad news that’s when bottoms form.

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Jamesvanst

03-08 19:01

Bitcoin bottoms when 80%+ of the supply is held by long-term holders.
More time based capitulation needed.

BTC4,57%

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Jamesvanst

03-08 14:19

Quite remarkable Bitcoin resilience over the weekend, considering the conflict.
Still trading below Friday's futures close, same PA as last week. Expect it to close at the same price before futures open.

BTC4,57%

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Jamesvanst

03-08 11:41

IBIT vs GLD
I believe IBIT will revert back to GLD and most likely overshoot it.

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Jamesvanst

03-08 11:09

Comparing this cycle to 2022.
Realized price ($54,480) vs 200WMA ($58,611)
Realized price is now firmly below the 200WMA.
At this point in 2022, we would have been in July, where most of the price destruction had already occurred.
My DCA is on aggressively; if we head to either of those metrics, the DCA gets ramped up 3x more aggressively.
See through the war, see through the theatre.

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Jamesvanst

03-07 19:16

Peak oil prices are extremely bearish for gold.
Throw in an all-time high for gold, and it’s a bearish outlook.

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ybaser

To The Moon 🌕

Jamesvanst

03-07 13:18

The most money is made when everyone is panicking on MSM headlines.
That’s when you take the big risks and double down.

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Jamesvanst

03-06 23:04

So private credit is being zeroed out at BlackRock and redemptions are being stopped.
Gold is being offered at a discount to spot in Dubai.
If only there was a fully liquid, sell at spot price, 24/7 alternative.

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Jamesvanst

03-06 15:33

The UK 3-month gilt yield is pricing in a rate hike

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Jamesvanst

03-06 12:45

What’s $1B per day between friends?
The West is bankrupt = Tax increases, energy costs up, more currency debasement.

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Jamesvanst

03-05 23:24

So STRC has an estimated purchase of 3,276 BTC this week (3,150 BTC is the weekly mined supply).
Saylor raised $225M on an 11.5% dividend, with an annual cost of obligation of $26M.
MSTR can run this for 30 months without needing to increase the USD reserve.
GTFOOH 📱

BTC4,57%

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Jamesvanst

03-05 20:52

Just to put into perspective how low the floating supply is between $70,000 and $80,000
Saylor has only ever bought twice in this range.
Churn here is needed

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Jamesvanst

03-05 18:34

Market should probably start to price in rate hikes if oil stays above $80 with a re-accelerating US economy

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Jamesvanst

03-05 18:29

Market should probably start to price in rate hikes

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Jamesvanst

03-05 14:55

Bitcoin is starting to decouple from software. Uncorrelated asset to anything is the goal.
Software doomers in shambles, already 15% off the lows.

BTC4,57%

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Jamesvanst

03-05 11:16

Once the short-term quantum solution with BIP360 reaches consensus.
The next debate will be around Bitcoin's fungibility and privacy.
Which just means Bitcoin is reaching the next level of its adoption curve.

BTC4,57%

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Jamesvanst

03-04 22:07

A bottoming process for BTC is starting to form via IV.
Previous market lows have coincided with spikes in IV, and the broader structure shows IV trending lower over time, meaning each panic event is weaker. (More institutional).
If IV continues to drop while price holds or even sweeps back in the $60ks, it would show demand stepping in without panic.
It would be a typical sign of accumulation and we have already seen signs of s short squeeze with funding still negative.

BTC4,57%