On the working day after New Year's Day, BTC rebounded to 96,600, and $MSTR $SMLR both rose slightly before the market opened. However, we can look forward to the mood of Americans tonight. After all, Trump's inauguration is getting closer and closer on January 20, although the large liquidity will not fully return until January 6. So we can pay attention to the mood tonight, especially the net inflow of ETF data of BTC and ETH.
For MSTR's expectations in Q1, we can look forward to it, but after looking at the history of MSTR's purchase of BTC, we feel that we should be rational. Purchase through four methods: own funds, issuance of convertible preferred bonds, issuance of preferred secured bonds, and stock issuance (ATM)
Obviously, as long as BTC is in a bull market, he is more likely to sell stocks and buy BTC, which is a bit criticized. At the current price, as long as BTC rises, the stock price will definitely rise sharply, and we can also look forward to the funds brought by QQ.
Anyway, the trend market is not over. Everything is the trend cycle market of BTC. In a trend rising market, if you think $BTC will rise next, then you buy these US stocks. Of course, this trend rising market is not smooth sailing. There will definitely be an extreme fomo period, a high consolidation period, then a continued rise period, then a high oscillation period, and then a pullback, and a wave of rising trends will end.
When you think that the rising trend of BTC is over, you can sell these US stocks and choose to go short. And now is the next Q1. Wait and see DYOR.
