Is 2026 the Start of a Bitcoin Institutional Supercycle? MicroStrategy (MSTR) jumped after MSCI reversed its decision to remove crypto-treasury companies from major global indices. At first glance, this looked like a technical change. In reality, it was much bigger. ✅ It removed the risk of forced institutional selling ✅ It reassured passive and index funds ✅ It kept MSTR viable as a Bitcoin proxy inside traditional portfolios At the same time, institutions are now buying 76% more Bitcoin than miners are producing — creating a clear structural supply deficit. This is not a short-term trade. This is a positioning shift. 🏛️ 1. Does MSTR Regain Institutional Appeal? Before MSCI's reversal, MSTR sat in an awkward middle ground: Too crypto for traditional mandates Too equity-like for pure Bitco

I'll keep a spoon in my Moet 😏

I think the single most important variable for crypto in the next year is policy. Crypto is no longer that separate an asset class like stock. It is still back to supply and demand and unlike stocks, crypto do not have fundamental growth potential. The value rose as it gets more scarce. Although it has some use cases, that has yet to fully take off to drive further demand and the price. So, if the US government shifts gears to be less pro-crypto, sentiment and demand will drop. Crypto will be less in demand and liquidity will drop especially with the current already high price that can be prohibitive. Given the volatile nature of crypto, I doubt institutional and retail investors will allocate large portions of their portfolio as many will also keep an eye on policy and the global ec

From my perspective, crypto isn’t running out of time, but it is running out of political certainty. The single most important variable in the next year is U.S. liquidity and policy execution, not narratives. The CLARITY Act matters less for symbolism and more as proof that pro-crypto rhetoric can translate into durable regulation. The broken 4-year Bitcoin cycle confirms a regime shift, not structural weakness. Bitcoin has evolved from a supply-shock trade into a liquidity-driven asset, reacting more to real rates, ETF flows, and dollar liquidity than halvings. Sideways or corrective p

Single most important variable for crypto may be supply and demand issue.

🌟🌟🌟While the halving of Bitcoin used to be the main event, the single most important variable for 2026/2027 is accelerated tokenisation. Tokenisation is a revolutionary process that transforms the ownership rights of physical or digital assets into a "digital token" on a blockchain (a secure, shared digital ledger). Why accelerated tokenisation in 2026?  This is driven by the institutional giants like Morgan Stanley & BlackRock. 1. Instant Liquidity: Tokenisation eliminates slow, manual process. 2.  Fractional Ownership: It makes high value assets accessible to everyone. 3. Automation & Efficiency: The "tokens" are programmable.  That means they can automatically pay dividends or enforce trading rules without a costly intermediary like a broker. 4.  The Stablec

The important variable would have to be political sentiment. The huge rally that happened when trump was sworn in, happened because he projected the right signals. Although it is starting to look like a pump and dump where he infected hype to get attention and make a quick buck, then pulled the rug and proceeded off to his next  get-rich scheme. With the abandonment, some investors likely decided to give up, having entered because they thought there would be sustained efforts to hype crypto up from the white house. I think MSTR is overvalued

MSTR's performance has been positively influenced by MSCI's decision not to exclude crypto-treasury firms from its indexes, alleviating immediate institutional selling pressure. However, the stock still faces long-term challenges, including significant declines from its 52-week high and ongoing scrutiny from MSCI regarding the classification of DATCOs. The company's reliance on Bitcoin's price and its capital-raising strategies remain key factors for investors to consider.

hard to value MSTR. it just follows BTC price movement and does not else as a company. now it's at Analyst lower end price range. it's going to the weekly 200ma too. so it's probably safer to buy now than previously. bottom is coming for it to pump again.

The single most important variable for crypto in the next year is extent of regulatory support $Coinbase Global, Inc.(COIN)$

But still dropping  [Happy]  

With risk on,QE and a reduced interest rate,coupled with the upcoming American Birthday and taxes being reduced, ABTC may do extremely well going forward.

Bitcoin reflects risk on .

Bitcoin has recently broken above $91,000 and briefly tested ~$94,000 — a sign that bullish momentum persists in the short-term price action, but volatility remains pronounced (intraday swings of thousands of dollars). $CME Bitcoin - main 2601(BTCmain)$ In this article, we would like to make grounded analysis addressing the questions about bullish momentum, the $250K target, and likely timing. Is the Bullish Momentum Still Present? Short-term momentum: • A break above $90K–$94K can be interpreted as bullish in the near term, showing buyers are stepping in above key resistance zones. • However, the market has shown significant volatility, including notable sell-offs and range trades below prior all-time highs. Longer consolidation phases often

Bitcoin is Waking Up Quietly — Which Proxy Play Offers the Best Risk/Reward? Bitcoin is creeping back up, yet the retail crowd seems unusually quiet. While the timeline is flooded with other noise, BTC has been silently reclaiming key levels. For active traders, this "quiet accumulation" phase is often the most profitable entry point before the masses return. But here is the dilemma: do you buy the coin directly, or do you play the equities for potentially higher beta? If you don't have a crypto wallet or want to leverage the volatility through the stock market, the ecosystem has evolved significantly. It’s no longer just "buy MSTR and pray." We now have distinct sectors: The HODLers, The Builders, The Exchanges, and the Hybrid AI plays. Here is how I am categorizing the opportunities righ

If you won $1M in the lottery, here is how you should invest it to never work again!Here is why 🧵👇 1/ $IREN Ltd(IREN)$ $100KIren is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy.As the CEO says, the industry is growing so rapidly, "They can't meet the demand". As global compute demand explodes, traditional data centers are constrained by high energy costs and grid congestion. Legacy infrastructure struggles to scale efficiently while meeting sustainability requirements.The company develops and operates large-scale data centers directly adjacent to renewable energy sources, delivering low-cost, reliable power at scale. This vertically integrated approach ena

Geopolitics Fade, Policy Decides: The Fed and AI Narrative Take Center Stage As the holiday lull fades, the "Santa Rally" euphoria is yielding to structural reality. The S&P 500 is entering a consolidation plateau, with immediate upside appearing capped. While renewed geopolitical noise (Venezuela) lingers in the background, the primary focus has shifted: smart money is pivoting from broad index chasing to precision hunting ahead of major macro catalysts———from Trump's Fed pick to Friday's jobs data. Macro: Geopolitical Tremors & Fed Signals Focus: The Venezuela Oil Shift Political Motivation: Approaching the midterms, a tougher stance on the Maduro regime serves to consolidate and boost support among Latino voters in the US. Short Term: Supply Shock. As hidden barrels hit the publ

📉 The Dollar Just Crashed -9% (Worst Since 2017) — Is the “Everything Rally” About to Ignite? The "King Dollar" wrecking ball didn't just slow down in 2025—it was dismantled. After a crushing -9% collapse in 2025, the US Dollar Index (DXY) has officially posted its worst performance since 2017. If you exclude that one anomaly, you have to go back to 2003 to find a year this weak for the Greenback. This is a violent regime change. We went from a +8% "US Exceptionalism" rally in 2024 directly into a capitulation. For traders, this is the single most important chart to watch right now. A crashing dollar changes the math for everything—from Bitcoin to Commodities to Big Tech earnings. Here is why the Smart Money is flipping, and how to trade the wreckage in 2026. 1️⃣ The "Smart Money" Has Capi