"Bitcoin is likely next. It is institutions as one of three big demand verticals that are going to take Bitcoin to its next level."

"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. "