Kay Capital
Kay Capital|Jun 17, 2025 14:17
The biggest mistake last year was that the research on MSTR was too shallow. Missing out on MSTR trading is not the most regrettable thing, as ETFs have always had a positive premium against BTC NAV. I won't let you make me feel like I'm clearing my account by trading. But last year on October 31st, MSTR announced the issuance of 42 billion bonds over three years through ATM, which was the time when Tesla's production capacity in China was launched and Xiaomi's Su7 was released. The logic of the big pie has completely changed. As a practitioner in the cryptocurrency industry, it is sad to be late to realize that the entire analysis framework of Bitcoin has been completely changed. If your trading system cannot predict a breakthrough of 100000 yuan as easily as this, it means that your trading system is analyzing based on the old chip structure of the old leek thinking, and cannot even be vague and correct. However, Sun Ge and Li Lin were also wrong. Li Lin poured 100000 BTC to Michael Saylor during the breakthrough period of 90000 to 100000. Who doesn't make mistakes.
+4
Mentioned
Share To

Timeline

HotFlash

APP

X

Telegram

Facebook

Reddit

CopyLink

Hot Reads