# Saylor Articoli collegati

Il Centro Notizie HTX fornisce gli articoli più recenti e le analisi più approfondite su "Saylor", coprendo tendenze di mercato, aggiornamenti sui progetti, sviluppi tecnologici e politiche normative nel settore crypto.

Eric Trump Sets A “Beyond Catastrophic” Bar To Sell Bitcoin — How Far Are We From That?

Eric Trump, Chief Strategy Officer of American Bitcoin Corp., has declared that the company would only sell its Bitcoin holdings under circumstances he describes as "beyond catastrophic." In an interview, he framed this as a strategic commitment to permanent accumulation, driven by the goal of increasing "satoshis per share" and competing in both the race for the largest Bitcoin holdings and the lowest acquisition cost. The company mines its Bitcoin at a claimed 53% below spot price and retains all coins, drawing a distinction from Michael Saylor's MicroStrategy, which has signaled some flexibility. Trump's stance sets a new benchmark for long-term commitment in the Bitcoin treasury sector. As of the report, Bitcoin trades near $82,000, with American Bitcoin's treasury holding over 7,000 BTC.

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Eric Trump Sets A “Beyond Catastrophic” Bar To Sell Bitcoin — How Far Are We From That?

bitcoinist7 h fa

Chat with the Godfather of Crypto: $60k Bitcoin is Definitely Not the Bottom, the Real 'Capitulation Moment' is in October

**Summary: Interview with "Crypto Godfather" Michael Terpin on Bitcoin Outlook** Michael Terpin, founder of Transform Ventures and author of "Bitcoin Supercycle," discusses his market views in a podcast. He argues that Bitcoin's price around $60K is likely not the cycle bottom, with odds favoring a further decline to the $48K–$57K range, potentially bottoming in October. Key points include: * **Saylor & STRC:** He clarifies Michael Saylor's recent statement about potentially selling Bitcoin to pay dividends is driven by STRC's retail/ hybrid structure requiring an "escape valve," not a strategic shift. Saylor's large-scale OTC purchases create a floor for Bitcoin's price. * **October Bottom Thesis:** Terpin cites historical patterns (e.g., ~1-year bear markets, Coin Days Destroyed indicator, 23/35-month cycles) pointing to an October bottom. Current selling pressure is largely from leveraged retail liquidations, not whales. * **Cycle Dynamics:** He notes diminishing returns per cycle (e.g., 3000x, 100x, 30x, ~8x) and converging drawdowns. The long-term $1M Bitcoin target by 2033 remains. * **Risks & Narratives:** The real near-term "FTX moment" risk is an advanced AI model attacking a major Ethereum smart contract (e.g., Lido), not quantum computing breaking Bitcoin soon. AI tokens are expected to outperform Bitcoin in the next three years, with profits potentially flowing back into BTC. * **Market Mechanics:** He comments on reported systematic selling by firms like Jane Street and how Wall Street tactics (OTC buying, public market shorting) now influence Bitcoin. * **Supercycle & Design:** Terpin believes Satoshi intentionally aligned Bitcoin's 4-year halving cycle with US election years, influencing global liquidity cycles. He discusses Bitcoin's role in a potential new commodity supercycle driven by currency debasement.

marsbit05/19 01:13

Chat with the Godfather of Crypto: $60k Bitcoin is Definitely Not the Bottom, the Real 'Capitulation Moment' is in October

marsbit05/19 01:13

Bitcoin Treasury Firm Strategy To Repurchase $1.5B Of Convertible Notes — Details

Bitcoin treasury firm Strategy (formerly MicroStrategy) plans to repurchase approximately $1.5 billion of its convertible notes due in 2029 for an estimated $1.38 billion. According to a filing with the SEC, the company will fund the buyback using cash reserves, proceeds from securities sales, and/or potential sales of Bitcoin. This move, authorized by Chairman Michael Saylor, follows recent comments from CEO Phong Le about possible scenarios for selling Bitcoin to enhance shareholder value. The repurchase could positively impact equity holders by preventing future stock dilution. The news follows a record $1.53 billion trading volume for Strategy's preferred stock (STRC), a key instrument for its Bitcoin acquisitions. The firm remains the largest corporate Bitcoin holder with 818,869 BTC.

bitcoinist05/17 05:02

Bitcoin Treasury Firm Strategy To Repurchase $1.5B Of Convertible Notes — Details

bitcoinist05/17 05:02

Trader Taiki's Self-Description: Bitcoin is Brewing a 'God-Level Bullish Candle', While Also Making a Small Position Bet on Zcash

Title: Why Bitcoin is About to Print A God Candle In this episode, Taiki Maeda argues Bitcoin (BTC) is poised for a significant upward move ("god candle"), driven by exhausted marginal sellers and renewed structural buying, particularly from Michael Saylor's STRC. He believes the traditional four-year cycle narrative may fail this time as bearish sentiment peaked even below levels seen after major crashes. Saylor’s predictable, large monthly BTC purchases via STRC create a reflexive cycle: buying pushes BTC price higher, boosting MSTR's valuation and enabling further financing and purchases. Taiki is shifting from a mid-curve, risk-averse mindset to also allocate a small position towards high-reflexivity assets like Zcash (ZEC), whose narrative strengthens with price appreciation. He expects the bull market to unfold with BTC leading, restoring overall market confidence before capital rotates into higher-beta altcoins later. His strategy involves holding significant BTC spot, some leveraged positions (to be reduced), and participating in related DeFi farming, emphasizing long-term holding over frequent trading for sustainable returns.

marsbit05/09 03:06

Trader Taiki's Self-Description: Bitcoin is Brewing a 'God-Level Bullish Candle', While Also Making a Small Position Bet on Zcash

marsbit05/09 03:06

Saylor Softens Stance, STRC Weakens, Is BTC Facing a Do-or-Die Battle?

**Summary: Bitcoin (BTC) at a Critical Juncture? Saylor's Hint and STRC Softness Spark Concerns** This article examines two recent developments that could pressure Bitcoin's price: Saylor's hinted willingness to sell some of MicroStrategy's (MSTR) BTC holdings and a significant slowdown in the issuance of its Structured Token Receipt Capital (STRC) product. Previously, STR C was viewed as a powerful new source of ongoing demand for Bitcoin, as the funds raised were used to buy more BTC with leverage. However, MicroStrategy CEO Michael Saylor's recent acknowledgment that the company *might* sell BTC to pay dividends undermines the "never sell" narrative that underpins MSTR's valuation premium and the entire STRC-driven demand thesis. While mathematically sustainable if BTC appreciates, forced selling during a market downturn would severely damage the company's balance sheet and reverse much of its recent buying. Simultaneously, the STRC "flywheel" appears to be stalling. Unlike in previous cycles, the STRC price has failed to return to its $100 par value ahead of the May dividend date, indicating zero new BTC purchases via this channel for the current period. The author attributes this "softness" to a saturated market of arbitrage traders after huge inflows in March and April, whose selling pressure kept prices down, as well as higher opportunity costs in a surging stock market. The combination risks starting a "reverse flywheel": No STRC issuance means no new BTC buying, putting downward pressure on BTC's price. This weakens STRC's collateral backing, potentially raising its required yield and making it even less attractive, which further starves BTC of demand. Saylor's comments may be preemptively pricing in this scenario. The article concludes that the near-term direction of BTC hinges on whether STRC can regain its par value and resume meaningful issuance in the coming week. A small, recent STRC issuance and a brief return of positive Coinbase premiums are noted as faintly optimistic signals. However, failure of the STRC model could lead to a sharp BTC correction by removing a key perceived source of support.

marsbit05/09 01:03

Saylor Softens Stance, STRC Weakens, Is BTC Facing a Do-or-Die Battle?

marsbit05/09 01:03

JPMorgan: Saylor’s Strategy Could Buy $30 Billion In Bitcoin This Year

JPMorgan analysts estimate that Michael Saylor's MicroStrategy could purchase around $30 billion worth of Bitcoin in 2026 if its current acquisition pace continues, a significant acceleration from previous years. This follows the company's addition of 145,834 BTC worth approximately $11 billion so far in 2026, much of it bought below an estimated average cost of $75,000. JPMorgan notes the company has accelerated purchases again in April, pursuing an opportunity-driven strategy sensitive to market conditions. MicroStrategy's ability to raise capital is key to this strategy. Its stock trades at a ~26% premium to net asset value, facilitating equity or debt issuance to fund further Bitcoin buys. As of May 3, the company holds 818,334 BTC. Its CFO highlighted the success of its "Digital Credit" preferred equity platform, with over $13.5 billion outstanding, used to service dividends and fund Bitcoin acquisitions. However, this aggressive strategy increases obligations. The company reported a Q1 net loss of $12.54 billion, driven by an unrealized loss on digital assets. Its perpetual preferred stock dividends create a long-term payment commitment, with CEO Michael Saylor acknowledging the potential need to sell some Bitcoin for dividends, while emphasizing the core directive to "Buy more bitcoin than you sell."

bitcoinist05/08 18:05

JPMorgan: Saylor’s Strategy Could Buy $30 Billion In Bitcoin This Year

bitcoinist05/08 18:05

Bitcoin Treasury Companies That Promised Never to Sell Are Now Selling. Why?

The narrative of "never selling" Bitcoin treasuries is unraveling as major holders pivot to using BTC as a liquidity tool. MicroStrategy has formally integrated selling Bitcoin into its financial framework, stating it will sell when beneficial—for instance, to pay dividends if its mNAV ratio falls below 1.22x. CEO Michael Saylor outlined a model where selling BTC is preferable to equity issuance under certain conditions, based on quantified thresholds like a 2.3% annual Bitcoin appreciation break-even. Similarly, Marathon Digital (MARA) sold 15,133 BTC to repay convertible debt, framing it as "balance sheet optimization." Sequans Communications has sold Bitcoin for two consecutive quarters to service maturing convertible bonds, using its BTC holdings as collateral and operational liquidity amidst revenue declines. The shift redefines these companies from pure "belief-based reserves" to leveraged treasuries where capital management decisions—driven by debt obligations, financing costs, and shareholder returns—can override holding dogma. The future path hinges on Bitcoin's price: a bull market above $112,000 would ease financing pressure and absorb tactical sales, while a drop toward $50,000–$58,000 could force more defensive selling to meet liabilities, potentially creating a downward spiral of selling pressure and price declines. Investors must now price in debt maturities, collateral calls, and specific financial triggers alongside Bitcoin exposure.

marsbit05/08 04:51

Bitcoin Treasury Companies That Promised Never to Sell Are Now Selling. Why?

marsbit05/08 04:51

Strategy's 'Money Printer': Is STRC Bitcoin's Savior or Destroyer?

Bitcoin's recent price movement is being heavily influenced by Michael Saylor and his company, MicroStrategy, through a new financial instrument: STRC (Variable Rate Series A Perpetual Stretch Preferred Stock). This Nasdaq-listed perpetual preferred stock offers an 11.5% annual dividend, attracting significant capital. Crucially, funds raised from STRC are used to purchase Bitcoin, with a 3x leverage effect—for every $1 from STRC, MicroStrategy adds $2 from MSTR equity to buy $3 worth of BTC. This creates a powerful "flywheel": more STRC sales fuel massive BTC buying, supporting its price and improving MicroStrategy's credit, which in turn makes STRC more attractive to investors. However, this mechanism introduces risks. A significant "ex-dividend arbitrage" pattern has emerged, where traders buy STRC before its monthly dividend, collect the payout, and quickly sell, causing price volatility and potentially driving up Bitcoin's cost basis for MicroStrategy. In response, Saylor has proposed shifting STRC to a semi-monthly dividend to smooth out these effects. Furthermore, STRC's high yield is being integrated into DeFi protocols like Apyx Protocol and Saturn Credit, offering new on-chain yield opportunities. The central concern remains: as MicroStrategy aggressively accumulates over 3.5% of all BTC, it challenges Bitcoin's foundational principle of decentralization, creating a system where a single public company significantly influences the market.

marsbit04/20 08:06

Strategy's 'Money Printer': Is STRC Bitcoin's Savior or Destroyer?

marsbit04/20 08:06

Michael Saylor Says Bitcoin 4-Year Cycle Is Over, But This Is A Good Thing For Price

Michael Saylor, founder of MicroStrategy, declares Bitcoin's traditional four-year halving cycle is over, viewing it as a positive development for its price. He argues Bitcoin has achieved global acceptance as a form of digital capital, and its price will now be driven by institutional capital flows rather than cyclical patterns. Saylor believes future growth will be fueled by traditional bank credit and digital lending, which could lead to more stable appreciation. He warns the main risk is harmful changes to the Bitcoin protocol. In response, critic Peter Schiff disputes the consensus on Bitcoin's status, agreeing that capital flows dictate price but warning that outflows will drive it significantly lower, highlighting his continued skepticism of Bitcoin's long-term value.

bitcoinist04/08 02:01

Michael Saylor Says Bitcoin 4-Year Cycle Is Over, But This Is A Good Thing For Price

bitcoinist04/08 02:01

Bitcoin social chatter raises eyebrows – Will Saylor’s 105th buy cancel FUD?

Bitcoin's strong start in January 2026 faded as prices dropped below $80,000 by February, influenced by U.S.-Iran geopolitical tensions. Despite outperforming gold, silver, and the S&P 500, bearish sentiment dominated social discussions, reaching peak fear levels since late February. The Crypto Fear and Greed Index remained in "Extreme Fear" territory. However, Michael Saylor continued his aggressive Bitcoin accumulation strategy, hinting at a 105th purchase. His company, MicroStrategy, now holds 762,099 BTC worth $52.59 billion. Despite a dip in MSTR stock, Saylor remains committed to long-term Bitcoin investment, dismissing short-term market noise. Upcoming events like the CLARITY Act and ongoing FUD may shift sentiment, potentially reversing the current negative trend.

ambcrypto04/06 13:06

Bitcoin social chatter raises eyebrows – Will Saylor’s 105th buy cancel FUD?

ambcrypto04/06 13:06

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