Once again at $MSTR (-1.42%) again.

Let's see what happens. I suspect that the Bitcoin will soon break out and Strategy could also rise again.

$IREN (-0.21%)

A large part of the investment thesis of $IREN (-0.21%) is linked to the company's ambitious expansion into the fast-growing AI/HPC sector.

While $IREN (-0.21%) Bitcoin mining yields remain exceptional, performance in this segment is heavily influenced by factors outside of the company's control - namely price, network difficulty and ASIC prices. $BTC (+0.26%) -price, network difficulty and ASIC prices.

Today's demand for AI computing power is only a fraction of what will be needed.

The reasons are:

- AI switches from text to real-time video, 3D and full scene understanding

- AI co-pilots integrated into every productivity and development tool

- Autonomous robots, vehicles and smart factories

- AI-generated content on a large scale: ads, movies, virtual worlds

- Constant retraining of boundary models, 100 times more computationally intensive

Access to AI computing power and related infrastructure will be critical for major tech companies to defend and grow their multi-billion dollar valuations. These players are outbidding each other, not only to secure capacity, but also to prevent others from obtaining it. Whoever controls the most computing power capacity and supporting infrastructure will gain a massive advantage over the other.

We have already seen this in the race for $NVDA (-1.03%) chips, the biggest bottleneck in the AI value chain today. But this bottleneck is shifting as computing capacity becomes increasingly constrained by access to AI-optimized energy infrastructure.

And here, in my opinion $IREN (-0.21%) that has more than 3 GW of AI-optimized infrastructure will benefit. It takes time to build, contracts for infrastructure and power connection contracts are becoming more difficult, and the land and locations required are becoming more expensive, $IREN (-0.21%) has recognized this early on.

Increase in hash rate since 2023:

$IREN (-0.21%) available today with $IREN (-0.21%) AI Cloud has $NVDA (-1.03%) H100 and H200 GPU clusters.

These clusters are powered 100% by renewable energy.

$MARA (-2.72%)
$CLSK (-1.34%)
$BTC (+0.26%)
$MSTR (-1.42%)
$RIOT (-3.47%)
$CRWV (+2.86%)
$META (-0.38%)
$AMZN (-0.78%)
$GOOGL (-0.81%)
$NVDA (-1.03%)
$MSFT (-0.39%)
$WULF (-2.91%)
$CIFR (-2.91%)
$CORZ (-2.28%)
$BTDR (+0.21%)

If the Bitcoin price is above approx. 97k $ at the close of June, it fulfills $MSTR (-1.42%) all the conditions for inclusion in the SP500.

Strategy was already included in the NASDAQ in November 2024 and triggered a massive price jump.

The SP500 is significantly larger.

I have now added a warrant until the end of 2026 to my Strategy position.

Target approx. 1000 USD

What do you think?

$BTC (+0.26%)

$3350 (-0.64%)
$MSTR (-1.42%)
$BTC (+0.26%)
$TSLA (-1%)
$MARA (-2.72%)
$BLOCK (+1.08%)
$HUT (-4.07%)
$CLSK (-1.34%)
$RIOT (-3.47%)
$COIN (-1.55%)
$DAPP (-3.19%)

Following the purchase of 1,234 additional BTC, the Japanese company now holds $3350 (-0.64%) now holds 12,345 Bitcoins, overtaking Tesla's 11,509 BTC. This makes the company the seventh largest corporate holder. The company plans to reach 210,000 BTC by 2027. $BTC (+0.26%) by 2027. $MSTR (-1.42%) continues to lead with 592,345 BTC.

Michael Saylor, the founder of the company $MSTR (-1.42%) presented a new Bitcoin price forecast at the Bitcoin conference in Prague: In 21 years he sees the asset at 21 million
US dollars per coin, which is a good deal higher than his forecast a year ago.

On Saturday last week, Saylor used his appearance at BTC Prague as an opportunity to share a new price forecast with the community. The strategy founder emphasized that a lot has happened since then that would justify an even more bullish outlook:

• the US has established a strategic
  Bitcoin reserve to become the Bitcoin superpower
• the Trump administration is made up of Bitcoin supporters
• US banks are encouraged to offer crypto services
• US states pass Bitcoin Reserve Act
• Institutional adoption picks up pace thanks to Bitcoin spot ETF approval
• More and more public companies are implementing the Bitcoin strategy
• Wall Street analyst firms have a positive outlook for Bitcoin
• the crypto industry supports Bitcoin
• Governments around the globe are receptive to Bitcoin

"Bitcoin's path to $21 million will be volatile."

Source: Blocktrainer

$ARCA (-5.62%)
$ALTBG (-2.13%)
$3350 (-0.64%)
$MSTR (-1.42%)

Take a look at K 33. Looks suspiciously like the beginning of MicroStrategy, Metaplanet and Blockchain Group.

They have recently started a Bitcoin treasury strategy and have already made two Bitcoin purchases. They have accumulated a total of 20 Bitcoin and still have at least 4-6 million at the start.

They have also set their target at 1000 Bitcoin, which should increase the share at least tenfold.

Like the other players, they will certainly soon be focusing on convertible bonds and ATMs.

The known quantities $MSTR (-1.42%)
$3350 (-0.64%)
$ALTBG (-2.13%) are too boring and too unvolatile for you then $ARCA (-5.62%) could be something for you ;-)

What is K33?

K33 ASA is a Norwegian company specializing in digital assets. It offers a platform for trading, managing and analyzing cryptocurrencies and is aimed at both private and institutional clients in the EMEA region (Europe, Middle East and Africa).

K33 ASA, formerly known as Arcario AB, is a Swedish holding company with subsidiaries in Norway and Luxembourg. The company operates several business areas:

• K33 MarketsA cryptocurrency trading platform that enables users to trade various digital assets. In February 2024, K33 Markets added seven new cryptocurrencies to its offering, including ALGO, GRT, FTM, MANA, SAND, APE and GALA. The platform supports trading pairs with seven major fiat currencies, including NOK, SEK, DKK, EUR, GBP, CHF and USD. The goal is to win back the local market in Norway and gain market share from international exchanges such as Binance, Coinbase and Kraken.
• K33 ResearchA research team that analyzes the crypto industry. According to K33 Research, about 35% of the global crypto industry workforce is located in Asia, mainly in Hong Kong and Singapore. In Europe, most crypto jobs are concentrated in the United Kingdom.
• Green DataAn environmentally friendly Bitcoin mining operation in Northern Norway that achieves a hashrate of almost 70 PH/s. The site benefits from low electricity prices and a cold climate, making it an attractive location for Bitcoin mining.
• Puremarkets LtdAn interbank OTC market for digital currencies in which K33 is involved.
• LN MarketsA Bitcoin exchange based on the Bitcoin Lightning Network, in which K33 also holds a stake.

Sources: Marketscreener

$BTC (+0.26%)

If you are interested in an overview of Bitcoin Treasury companies, I think this page is quite good:

Bitcoin Treasuries - 228 Public Companies, Private Businesses and Other Entities

I myself hold a small position in $ARCA (-5.62%)

This post is of course purely for inspiration and does not constitute investment advice

$MSTR (-1.42%) With almost 1,500 Bitcoin BTC, the Blockchain Group is one of Europe's leading BTC treasury companies. Just yesterday, the French company announced the purchase of weiteren 624 BTC for €60.2 million.

And the share price shows it: The strategy is working. Since the beginning of the year, the share price ($ALTBG (-2.13%) ) has risen by almost 1,000 %. In comparison: BTC has "only" risen by 13 %. (Source: News.bitcoin.com)

and now the question for you: same principle, different results. Why?