Boom! The MicroStrategy bomb finally exploded, and bloody chips are flooding out. Brothers, let me break down the logic for you and give you clear bottom-fishing points.
It's all about MicroStrategy—success or failure. $MSTR made a historic move last night—selling Bitcoin for the first time, breaking the long-standing rule of only buying. More lethal than the sale itself is that the market has started to price in its risk of a blow-up; once faith cracks, it can collapse easily.
The core of this is that MicroStrategy has aggressively issued over 10 billion in high-yield products at 11.5% this year, facing heavy interest payments every month. It has no cash flow of its own, relying solely on new money to pay off old debts. This Ponzi structure, when it encounters a funding dry-up, can only resort to selling coins to cover that 11.5% dividend. If they don’t pay, their credibility drops to zero, and it gets worse. So, this coin sale seems accidental but is actually inevitable; the market reacted so strongly because it saw this deadlock.
Honestly, this flash crash caught a lot of funds off guard. But over here, our rhythm is much more comfortable—we've been patiently waiting for a secondary bottom at 60,000, avoiding blind chases or early bottom-fishing. On trading, we strictly adhere to the discipline of "only taking two trades at the same level"; both longs around 72,500 have perfectly taken profit, because the probability of breaking the same support on a third test sharply increases, and this principle helped us avoid this wave of carnage perfectly.
Next up are the support levels and accumulation strategies you care about the most.
Due to the significant scale of this MicroStrategy event, the support around 68,900 is unlikely to form effective defense. The real next strong support is near the previous low of 65,000; in my view, this price already has a high risk-reward ratio for spot trading. Whether you're looking for short-term bounces or long-term left-side accumulation, it’s a very comfortable zone.
Personally, I'll officially start pyramid accumulation from 65,000. The plan is to buy 5% of the total intended position for every $1,000 drop, diversifying across various core assets rather than just betting on one. This way, we could buy down to around $BTC 50,000 in extreme cases, filling the entire position. This plan doesn’t aim for the absolute lowest point but ensures that when bloody chips appear, you have bullets in hand, and you're positioned within a low valley range.
It's all about MicroStrategy—success or failure. $MSTR made a historic move last night—selling Bitcoin for the first time, breaking the long-standing rule of only buying. More lethal than the sale itself is that the market has started to price in its risk of a blow-up; once faith cracks, it can collapse easily.
The core of this is that MicroStrategy has aggressively issued over 10 billion in high-yield products at 11.5% this year, facing heavy interest payments every month. It has no cash flow of its own, relying solely on new money to pay off old debts. This Ponzi structure, when it encounters a funding dry-up, can only resort to selling coins to cover that 11.5% dividend. If they don’t pay, their credibility drops to zero, and it gets worse. So, this coin sale seems accidental but is actually inevitable; the market reacted so strongly because it saw this deadlock.
Honestly, this flash crash caught a lot of funds off guard. But over here, our rhythm is much more comfortable—we've been patiently waiting for a secondary bottom at 60,000, avoiding blind chases or early bottom-fishing. On trading, we strictly adhere to the discipline of "only taking two trades at the same level"; both longs around 72,500 have perfectly taken profit, because the probability of breaking the same support on a third test sharply increases, and this principle helped us avoid this wave of carnage perfectly.
Next up are the support levels and accumulation strategies you care about the most.
Due to the significant scale of this MicroStrategy event, the support around 68,900 is unlikely to form effective defense. The real next strong support is near the previous low of 65,000; in my view, this price already has a high risk-reward ratio for spot trading. Whether you're looking for short-term bounces or long-term left-side accumulation, it’s a very comfortable zone.
Personally, I'll officially start pyramid accumulation from 65,000. The plan is to buy 5% of the total intended position for every $1,000 drop, diversifying across various core assets rather than just betting on one. This way, we could buy down to around $BTC 50,000 in extreme cases, filling the entire position. This plan doesn’t aim for the absolute lowest point but ensures that when bloody chips appear, you have bullets in hand, and you're positioned within a low valley range.