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Saylor: Bitcoin dominance fell to 41% in 2021 and everyone called for the flippening, now it's back near 70%. "The trend is Bitcoin is the dominant digital monetary network. There's not going to be a competitor for that role." He compares Bitcoin today to Amazon in 2010 or Apple in 2012 - fundamentally unstoppable, but conventional wisdom still hadn't "It's been copied 10,000 times. It's the winner. It hasn't been hacked. Everything else has been hacked." FT @Saylor @CryptoMichNL @new_era_finance.

This is an interesting perspective. Indeed, it might be too simplistic to view MSTR merely as a 'Bitcoin holding stock'. Put simply, the article’s unique CEBE framework means: Imagine a real estate company that owns a building worth ¥10 billion. If it also has ¥4 billion of debt, the common shareholders’ actual claim is ¥6 billion. Strategy is similar. What matters is not the 'total BTC' but the BTC exposure remaining for common shareholders after subtracting senior claims such as convertible debt and preferred equity. In other words, if BTC price doubles, this structure instantly becomes much more interesting. Using the real‑estate analogy, it’s like the building’s value rising from ¥10 billion to ¥20 billion. With debt and preferred investment unchanged at ¥4 billion, the common shareholders’ claim expands from ¥10 billion − ¥4 billion = ¥6 billion to ¥20 billion − ¥4 billion = ¥16 billion rapidly. Thus MSTR common shares are akin to a residual claim with convexity to BTC’s rise rather than the BTC itself. Viewed through this lens, MSTR’s strengths and risks become much clearer. This is an interesting perspective. It may be too simplistic to view MSTR merely as a “Bitcoin holding company.” Put simply, the article’s unique CEBE framework means this: Imagine a real estate company owns a building worth $100 million. If it also has $40 million of debt, the common shareholders’ actual claim is $60 million. Strategy is similar. What matters is not its gross BTC holdings, but the BTC exposure left for common shareholders after subtracting senior claims such as convertible debt and preferred equity. Now, if the price of BTC doubles, this struc

Bitcoin has no stop‑loss concept. Therefore there is no buying timing. Trading should be left to institutional investors.

🗞️ Need to catch up on the news? Here’s our top 10 from today: 🔸 Anthropic details Claude Fable 5’s cybersecurity safeguards and proposes an early framework for grading the severity of AI jailbreaks. 🔹 Global stock market cap hits a record $166 trillion, up 23.6% YoY. 🔸 The National Organization of Black Law Enforcement Executives becomes the first major law enforcement organization to publicly endorse the Clarity Act, per Eleanor Terrett. 🔹 Russia’s central bank governor says the digital ruble is ready for wider use starting Sept. 1. 🔸 Trump says there is “nothing illegal” about his crypto earnings, adding that he “didn’t know about it.” 🔹 Meta CEO Mark Zuckerberg says AI agent development is going slower than expected, per Reuters. 🔸 SEC Chair Paul Atkins says the agency is taking “historic steps” to move US markets onchain. 🔹 Amazon will begin satellite internet service this year after launching 29 new satellites to rival Starlink. 🔸 Ondo Finance partnered with Broadridge to launch the first live

#ETH may finally be ready to outperform #BTC. Weekly gold crosses don’t happen often. They deserve attention. https://t.co/vgqV4nglaR