Postos
257For those who are interested:
https://bitcointreasuries.net/
Entities holding >100 ETH in their treasury:
https://strategicethreserve.xyz/
$BMNR (-0,28%)
$SBET (+4,69%)
$MSTR (-1,75%)
$SWC
$3350 (-2,45%)
$CLSK (+0,58%)
COIN (+2,32%)
$MARA (+1,19%)
$RIOT (+1,5%)
$BTBT
$ETHM (+3,78%)
$CORZ (-5,03%)
$BTDR (+6,19%)
$GLXY (+2,93%)
$CIFR (+4,08%)
$IREN (+0,33%)
$DJT (+3,68%)
+ 3
I find this one $DAPP (-0,09%) super interesting, I've put a lot into it recently and it went really well.
Top Holdings:
Number of shares: approx. 21-28
TER: 0.65 %
What do you think?
✌🏻 Shaggy
Bitcoin Will Continue to Outperform the S&P, Says Saylor. $MSTR (-1,75%)
$BTC (+0,39%)
Subscribe to the podcast to prevent Novo Nordisk from falling further.
00:00:00 Market situation
00:15:10 BAT $BATS (-1,87%)
00:42:40 Starbucks $SBUX (+0,62%)
01:10:00 Novo Nordisk $NOVO B (+2,28%)
01:48:31 Strategy $MSTR (-1,75%)
Spotify
https://open.spotify.com/episode/7EFAjNvm6NM7aRIWua4hs6?si=-7yl3opfQOGyDVPoxXMlLg
YouTube
Apple Podcast
If the USA bans exports, as with $NVDA (-1,16%) then the product is simply too cool ~>strong buy you like to lever the dip
If crime is on the rise, then you also like to have a solution like $PLTR (-1,19%) - has anyone ever looked at the correlation? strong buy
If you believe in the future of btc - and I do - but have missed the boat, the logical decision is $MSTR (-1,75%)
ubd ultimately $TSLA (-0,41%) Tesla- yes guys Elon has a plan that is starting to come out more clearly - disruption - on total line - while Tesla has sold the most vehicles for four years just to collect data, Bobs are following suit - and building eautos 😂 in 5-10 years no one will want to own a car - Tesla has the safest autonomous driver and is uncatchable on data.
that would be my savings plan if I were 16 again
ah yes, and then there's $XRP (+1,17%) Xrp - highly speculative - but still the biggest position in my portfolio - why? Because a better solution to Swift has been needed for a long time - and it doesn't have to be communist.
peace ✌️ and happy earnings!
This exit plan has nothing to do with the crypto I hold. $BTC (+0,39%) is, and will continue to be a long term hold. $XRP (+1,17%) will be a hold and see what happens.
The following is for the other Crypto influenced positions I hold.
My belief is that Bitcoin is setting up for one last big, euphoric rally within the next few months. I don't believe this rally will be sustainable, and I see it as the last wave this cycle (You are entitled and encouraged to hold your own opinions on this).
So my whole game plan is built not on holding out for new paradigm, but selling into that final run of energy. The aim is to reap maximum profits from this expected move and then leave before an inevitable correction.
Some of my indicators are:
Bitcoin Price Target: I have my own target zone for Bitcoin's price.
Sentiment: I'm watching for the Crypto Fear & Greed Index to be pegged at "Extreme Greed" for a sustained period.
Retail Mania: When mainstream news outlets are running breathless front-page stories about Bitcoin's new all-time highs and my friends who have never mentioned crypto before start asking me if they should buy, I know the top is near. 😂
$MSTR (-1,75%) is my leveraged instrument for the rally. I expect it to outperform Bitcoin on the way up due to its debt-fueled BTC acquisitions. This will be the first position I exit, and I will do so aggressively. Because of its leverage and historical premium to Net Asset Value (NAV), it will fall faster and harder than Bitcoin when the tide turns. My first target is $475. SL is already in on the gains so far.
$COIN (+2,32%) My exit from COIN will lag slightly behind my MSTR exit. Its price is more closely tied to trading activity I think, which often peaks just as or slightly after the asset price itself.
$SBET (+4,69%) is my speculative micro-cap that has ridden the wave of risk-on sentiment. It has no direct link to my Bitcoin idea but its performance is a proxy for the market's overall appetite for risk. @BamBamInvest tempted me into this trade. This is the simplest. I have the least conviction in this as a long-term hold, and I will use it as a source of early liquidity.
This is my plan. You may not agree, and thats alright. But I am open to hear what you think of the current crypto market, what your own expectations are and what do you feel like you will hold and sell over the next year in crypto?
$BTC (+0,39%) to $1 million 💸
The USA has set a historic milestone with "Crypto Week". New laws bring clear rules for the crypto sector - and send the prices of established crypto shares soaring. 📈
📜 The 3 new US crypto laws:
✅ Genius Act
🔹 Regulates stablecoins & issuers
🔹 Creates regulatory certainty
✅ Digital Asset Market Clarity Act
🔹 Defines crypto-assets as a separate asset class
🔹 Eliminates SEC/CTFC conflicts
✅ Anti-CBDC Act
🔹 Prohibition of total state surveillance via CBDCs
🔹 Clear signal effect in the direction of financial freedom
💹 Focus on crypto shares:
✅ $COIN (+2,32%)
| Coinbase
💼 Infrastructure provider #1
🔒 Profiteer of the Clarity Act
📈 New all-time high: USD 444.64
🎯 Target price (benchmark): USD 421
🏦 Strong institutional momentum
✅ $HOOD (-4,08%)
| Robinhood Markets
📲 From meme broker to crypto powerhouse
🚀 ATH: 113.44 USD
📊 Possible S&P 500 rise
🧠 Focus on simple crypto usage
👥 Retail & Gen Z as target group
✅ $SQ (+2,8%)
| Block (formerly Square)
🔐 Bitcoin as a treasury strategy (8,584 BTC)
🏛️ New in the S&P 500!
💸 Profiteer from BTC price & payment adoption
👑 Jack Dorsey's long-term Bitcoin bull case
⚠️ $MSTR (-1,75%)
| MicroStrategy
🎢 Highest volatility among crypto stocks
💰 World's largest BTC holder (over 200,000 BTC)
📉 -6% with only -1% BTC decline
🤯 Pure play risk extremely high
✅ $GLXY (+2,93%)
| Galaxy Digital
🏦 Crypto service provider for institutions
🐋 Whale transfer: 40,000 BTC (!)
📡 OTC desk for discrete volumes
🔗 Strong market position & trust in B2B
✅ $BULL (-0%)
| Webull Financial
🔁 Re-entry into the US crypto market
📱 Focus on retail investors
🌍 Expansion to Brazil and other countries
📢 CEO: "Regulatory clarity as a game changer"
📊 IPOs ahead: Crypto companies focus on the capital market
🆕 $BLSH | Bullish (planned)
📈 Application for NYSE listing submitted
🏦 Daily volume > USD 2.5 billion
🧠 CEO: Ex-NYSE President Tom Farley
🆕 $GBTC / Grayscale (planned)
🪙 Largest BTC ETF provider
💼 >33 billion USD assets under management
⚖️ Co-responsible for the spot BTC ETF approval
🧭 Outlook & implementation:
🕒 Only Genius Act already finalized
🧾 Treasury has 12 months to develop rules
🔐 Full implementation (incl. stablecoin ban) will take until 2028
⚠️ Euphoria = anticipation - not reality
🏁 Conclusion:
"Crypto Week" marks the transition from Wild West to Wall Street.
✅ Legal certainty = institutional capital
✅ Infrastructure stocks such as $COIN, $GLXY, $SQ have an advantage
✅ IPO wave as confirmation of long-term market maturity
In May '25 $SQ (+2,8%) fell to USD 44 and has already reached USD 80 again today. In the meantime, my position is also nicely back in positive territory 🤑🤞🏼
After Coinbase $COIN (+2,32%) it is now the second crypto fintech to be included in the index. It won't be long before Strategy $MSTR (-1,75%) follows....
Who else will follow - where is it still worth getting in today?
My $MSTR (-1,75%) position liquidated and reinvested in $NU (+0,96%) reinvested.
$MSTR (-1,75%) ? At least in the short term, as it was decided yesterday that they will not be included in the S&P500 on Wednesday for $H1ES34 but $SQ (+2,8%) . An extraordinary replacement had become necessary as Hess Corp. was taken over by $CVX (+0,44%) was taken over.
Principais criadores desta semana
