Dr. Julian Hosp|Nov 15, 2025 00:04
If I was @Saylor and I wanted to get the #bitcoin bulls a realistic shot, I would’ve saved up the 600-700 million for bitcoin from STRE and yolo it into a totally oversold illiquid weekend pump attempt.
My very bearish view on BTC and MSTR mid- and long-term doesn’t change, but if you have a short position here be carrful of a shake out. Proper risk management is key.
It is also important to understand that for @strategy, the bitcoin price doesn’t matter for liquidation risk, but rather for the financial engineering of their quarterly unrealized gains, that they fake as actual income. If that goes negative, their entire financial shenanigans breaks apart.
Thank you for your attention to this matter.(Dr. Julian Hosp)
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