JM
All of this ended up happening Jesse Myers @Croesus_BTC Jun 18 STRC down to $82.6 today. Here's my read: 1. Strategy is fine. If everything stays as is, they can pay STRC dividends for 32 years. If BTC appreciates at ~2% CAGR, they can pay dividends indefinitely. 2. Why the sell-off? This appears to be a liquidation cascade. Over
JM
It's time to think about the 2028 halving and what it could mean for BTC price. As of now, only 1.6 years until the next halving. After prior halvings: - 2012: ~100x rally over 12 months - 2016: ~30x rally over 18 months - 2020: ~8x rally over 18 months The halving has been
61 replies·144 reposts·963 likes·59.9K views
JM
Early this year, Bitcoin was down while Silver and Gold boomed. Everyone said Bitcoin had failed as a store-of-value asset. Ever since, BTC has quietly closed the gap. At their extremes in Q1 2026: - Gold: +25% - Silver: +63% - Bitcoin: -29% 2026 performance YTD now: -
35 replies·52 reposts·520 likes·25.2K views
JM
Bitcoin may have just begun a 2-3 year bull market. Here's why, and what that could mean for BTC price. 1. BTC has decisively popped above Short-Term Holder cost basis (pink line) Three weeks ago (at $64k), I said we were at the bottom. I noted that a decisive jump above the Jesse Myers @Croesus_BTC Aug 13 This is my 3rd Bitcoin bear market. Here's what seems clear to me, that newer Bitcoiners may not feel.... 1. This is what a BTC bear market bottom feels like Normie friends have been asking me "is BTC going to be 60s forever?" and "what positive catalysts are on the horizon?"
JM
This is my 3rd Bitcoin bear market. Here's what seems clear to me, that newer Bitcoiners may not feel.... 1. This is what a BTC bear market bottom feels like Normie friends have been asking me "is BTC going to be 60s forever?" and "what positive catalysts are on the horizon?"
153 replies·285 reposts·1,807 likes·210.4K views