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André Dragosch, PhD | Bitcoin & Macro
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Guys — she shorted MSTR…
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André Dragosch, PhD | Bitcoin & Macro
@Andre_Dragosch
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„Teeth are scarce“ is the new you can „divide a pizza into infinite number of slices“.
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Maybe a bit late but nonetheless interesting -- The day bitcoin started to decouple from US equities was also the day US sovereign swap spreads blew out significantly... Probably nothing.
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If this is supposed to be a recession, I don’t want to know where the US 10yr yield will end up during the next expansion…
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*** NOTE: In 2025, public corporations already bought *checks notes* 3.3 x times the amount of new supply in 2025. Already exceeds the est. annual supply of 164,250 BTC.
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*** NOTE: In 2025, public corporations already bought *checks notes* 3.3 x times the amount of new supply in 2025. Already exceeds the est. annual supply of 164,250 BTC.
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