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Trillionaire 万亿富豪 CryptoQuant tells Strategy to stop buying Bitcoin as STRC cracks
CryptoQuant has warned that Strategy should pause Bitcoin purchases and rebuild its cash reserves as pressure grows around its preferred stock structure.
Summary
CryptoQuant says Strategy’s dividend coverage fell to 14 months as cash reserves kept shrinking fast.
Ki Young Ju says Strategy’s Bitcoin buying may defend ranges, not drive fresh rallies now.
MSTR closed at $103.84 while Bitcoin traded near $62,556 amid wider selling pressure this week.
What the Strait of Hormuz reopening actually does to crypto?
Summary
The Strait of Hormuz reopening matters to crypto because it lowers the oil war premium, which can reduce inflation pressure and improve liquidity expectations. Oil falling and Bitcoin rising are not contradictory moves.
Oil is pricing easier supply conditions, while Bitcoin is pricing better risk appetite and a potentially softer Fed backdrop. The bullish crypto effect depends on the peace holding.
If the ceasefire collapses, the same chain can reverse quickly through higher oil, tighter inflation pressure, and weaker liquidity.
Traders should watch oil, inflation data, and Fed commentary before watching Bitcoin’s candle. Oil is the leading signal, while crypto is the lagging output of the macro chain.
Those who see my post, comment below and let me know — do you think this is a good time to buy and hold? 👀 The market is starting to move again, and early positioning always matters. I want to hear everyone’s view — are you watching, buying, or holding? Drop your thoughts below. 🚀