Hey.
I heard you're thinking about selling.
I get it. Bitcoin dropped to $75,547 today. Mark Cuban just sold 80% of his holdings and called it a failed hedge. The charts look ugly. The news is scary. You've been watching this for weeks and it just keeps going sideways or down.
I'm not going to tell you what to do. That's your money and your decision.
But before you do anything — I want to share five things that happened THIS WEEK that aren't showing up in your red portfolio screen.
One. Germany rejected a proposal to tax crypto gains under one year.
Not a small country. Germany. Europe's largest economy. Their parliament looked at crypto and decided that protecting long-term investors matters more than grabbing tax revenue. In the middle of a market downturn — a major government chose crypto investors over treasury income. That's not what governments do for dying industries.
Two. SpaceX filed for its IPO — and revealed Bitcoin on their balance sheet with 100%+ gains.
Elon Musk's rocket company. Going public. With Bitcoin as a treasury asset. Up over 100% on their holdings. Every CFO at every Fortune 500 company is reading that IPO filing right now. And somewhere in a boardroom this week — a conversation is starting that ends with someone buying Bitcoin.
Three. 14.84 million Bitcoin haven't moved in over 155 days.
Mark Cuban sold. Michael Saylor didn't. SpaceX didn't. The 14.84 million people holding those coins didn't. These aren't panic buyers who got in at the top. These are people who bought at $30,000, $40,000, $50,000 — who have seen crashes before — who chose not to move a single coin through wars, rate hikes, political drama, and now Mark Cuban's selling announcement.
They've seen everything you're seeing right now. And they held anyway.
Four. $469 billion in Bitcoin is reportedly vulnerable to future quantum computing attacks — but zero-knowledge proof technologies like Zcash are addressing this.
This sounds scary. And it is worth understanding. But here's the thing — the people who found this vulnerability are the same type of people who are building the fix. The crypto ecosystem has always responded to technical threats by building better solutions. That's how it survived every crisis since 2009.
Five. Six billion dollars in options expire on May 29 — six days from now.
Traders have been piling into $82,000 call options. That's six days away. CME switches to 24/7 trading on the same day — the structural change that removes the last gap between crypto and traditional markets. In six days — two things happen simultaneously that could change the market's entire direction.
Now here's what I actually want to say to you.
The people who sold Bitcoin at $30,000 in 2021 during the China mining ban — they felt exactly what you're feeling right now. The news was terrible. The charts were red. The smartest people in the room were saying it was over.
Bitcoin went to $69,000 six months later.
The people who sold at $16,000 in 2022 after FTX collapsed — that felt like the end. Exchanges failing. Billions lost overnight. The whole industry in question.
Bitcoin went to $126,000 two years later.
I'm not saying this moment is exactly the same. Nobody knows the future. And if you genuinely need that money for something important — please, take care of yourself first.
But if you're selling because the news is scary and the charts are red and Mark Cuban said something on TV — those are the worst reasons to sell something you believed in.
The fundamentals didn't change today. Germany protected you. SpaceX validated you. 14.84 million long-term holders held alongside you.
The price is $75,547.
The story is still the same one you believed in when you bought.
Sleep on it. 🚀
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