user5683 / User5683 is on Nostr

BTC Maxi, MSTR and XXI

Last Notes

2025-05-15 13:24:50

Boomer quote on Bitcoin.
Spoken like a real uninitiated who hasn't done their homework. I had this type of moron hubris, back in 2011.
We are still early
https://blossom.primal.net/63aae75b728d098a7f91abcf2d89bc9b06a8096e68857af66be88a6e2f07abfc.jpg

2025-05-10 22:36:14

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If past history and cycles are a indication

2025-05-10 22:09:16

Defintely expecting BTC to hit orange zone, combined with a supportive 2.5 mvrv-z score.
https://blossom.primal.net/4c634af764b73a43e7f43cdae8d6c7846b790c93360647c7303e4e1bee703aa0.jpg

2025-05-06 00:35:38

Chart porn is fun but I learned a long time ago, that taking full context of fundamentals, narratives and simple technicals is far more effective.

2025-05-05 16:54:49

Listening to some BTC OG's and how spiritual they have become, yea I guess I would to : had I bought in 2012 to 2016
I am beyond humble, as it were sitting in our Private Equity Tower at that time.
This is my personal reminder to HODL, and be a long term investor, not a 'rentor'.

2025-05-05 16:51:42

Mass Mutual Insurance & Bitcoin, if other carriers are paying attention, they got to be thinking of stepping in. We are still very early, and love both insurance+ Bitcoin.

2025-05-04 16:13:13

CEP already has a somewhat active options market, although not as liquid yet I am hopeful, it grows in liquidity.
When it does, I will consider LEAPS, but only see Dec 25 so far, the bid/ ask is attricious.
i'll be monitoring as the CBOE opens more strikes, although I saw 60 has the highest strike. Best case, when they start opening $100 plus strikes...
I'n the meantime, I hurry up and wait

2025-05-04 16:04:01

I missed the move this past week, when CEP opened at 30 to hit 60 in 2 days flat. I ended up with a small position, and will continue to add/research.
This whole ordeal with the reverse SPAC merger has been carefully engineered, with the float, voting rights, 42k BTc, etc .. it has the markets attention for sure!
And I am following closely, it market cap needs to be fully valued for its very holdings. Which I do realize will be in a few stages but ultimately 42k , presently valued around 3.5B. It needs this so it's ATM offerings can be fully accretive, like Strategy. (5x to 7x)
If not, it will lagg initially in performance, but the kicker I think is, it still has a 2x conservativly and can easily see $100 per share!
You know these billionaires will have some kickers built in, jic

2025-05-04 15:51:12

Before I write about XXI/ CEP, it's always preferred IMO to own BTC directly.
There are many benefits to owning directly, the biggest is control. ( But this can also be a drawback for some)
And know with lending, anyone can be there own Bitcoin bank! How cool is that!

2025-05-04 15:47:07

Just because a public company is stacking BTC doesn't mean, it's been outperforming.
Many haven't, MSTR actually has and will be the leader. I think 200 to 500B market cap comes quick, as BTC steadily increases in price. $600 plus is definitely attainable!