Family First For Life. Save Some Sats. ₿ank ₿etter. MONEY GIVES YOU WINGS. ₿ITCOIN IS THE GOLDEN EAGLE. ₿uy more ₿itcoin.
Currently sitting on the 3rd stone from the sun and looking out.
Bitcoin treasury companies hold 1million ₿TC now. That is 6.66% of the max 15M BTC supply. Blackrock has 5%.
Nearly 66% is held by MSTR in the Treasury Department.
Treasuries are it.
If they continue at this rate we will not have a traditional bear market.
If they start selling - we will.
It is a double edged sword.
Source: Invest Answers
Remember when JPMorgan trashed Bitcoin in public while secretly buying it up?
Well, fast forward to 2025… they told everyone Tesla was the “top short.” And what do you think they were doing?
Yep—loading up.
Lesson? Don’t listen to their words. Watch what they do.
There are obvious blaring red flag warning signs everywhere. The delinquency rate on US commercial mortgage-backed securities (CMBS) for offices SPIKED to 11.7%, an ALL-TIME HIGH. Office CMBS delinquencies are 1 percentage point above the post-Financial Crisis peak.
The commercial real estate CRISIS is still getting worse.
Is Jerome Powell seeing any of this data? It’s worse than GFC, and that was pretty bad, and still crickets coming from the Fed.
Strategy is back to hitting the ATM - Strategy has acquired 4,048 BTC at $110,981 per bitcoin and has achieved BTC Yield of 25.7% YTD 2025. As of 9/1/2025, we hodl 636,505 BTC acquired for $73,765 per bitcoin. NAV PREM above 1.40.
New Record for 100+ BTC Holders
Wallets holding 100+ Bitcoin now average 653.42 BTC each.
Together, they control 12.5M BTC.
(Remember, ~5M BTC are estimated lost forever.)
The rise of ETFs and treasury strategies has played a massive role in this accumulation.
Achieving Wholecoiner status will only become rarer and rarer from here.
Source: Invest Answers
I personally ignore the bears. They are wrong 85% of the time. They have problems with life because they are always pessimistic about most things.
The current bull market is extremely robust:
75% of stocks in three of four major cyclical sectors are above their 200-day moving averages.
Since 1953, this signal has consistently preceded strong S&P 500 gains over the next 12 months.
While large-cap tech stocks lead, small caps are gaining ground.
Broad market participation has historically been a key sign of a sustainable rally. Momentum remains exceptionally strong.
Over $40B is currently borrowed from on-chain lending platforms, all run by crypto-native startups rather than TradFi incumbents. I will borrow in the bear with 25% of my ₿TC holdings and only if I can find an 8% to 9% interest rate. I will buy more ₿TC with the funding. I will not be a borrower at this point in the cycle.