"My base case is actually $61,000 or the 200-week moving average. Historically very good support."

"Moral of the story, do not chase hot IPOs. The year one average drawdown is 55%. The year one median drawdown is 54%. "

"Bitcoin can absolutely fall lower. The macro headwinds are there, and this is how it could happen this year. June, mega IPOs/AI suck up all the capital. July, stock market crashes and bare market begins. August, the 10-year Treasury hits 6%. September, the Fed hikes rates. October, the Clarity Act fails to pass. November, midterm election chaos. December, a black swan. "

"If Bitcoin dips to 61K, historically, 90% hit rate that 6 months after Bitcoin will be up 52%. 100% hit rate, 12 months 130%, 18 months 230%, 24 months 325%. If history rhymes, buying here will make you rich. "

"Strategy sold 0.004% of its Bitcoin supply to prove to the S&P that it could. This is what's going to get Michael Saylor's Strategy into the S&P 500. Brilliant. "