To The Moon

$Strategy(MSTR)$ Smart money always gets the best price with discipline and patience.

BTC.XOne could argue the liquidation from Oct. 5 through the end of November set the stage for an inverse move back toward new highs. The reasoning is that short interest which survived that sharp leg down is now approaching long-term capital gains treatment, potentially 15% versus 35% short-term. The tax incentive to cover could become a serious tailwind. Holding $Strategy(MSTR)$  and $Defiance Daily Target 2X Long MSTR ETF(MSTX)$ 

BTC.X$Strategy(MSTR)$  Worth keeping in mind that the move down from the highs was driven by automatic long liquidations. So the recovery is more likely to come from short covering, institutional buying, and long-term holders, which could push it back toward another ATH.

XRP.XETH.XBTC.XSOL.XMichael Saylor hints at Strategy buying more Bitcoin. "More orange than ever."

$ARMADA ACQUISITION CORP II(XRPN)$ $Armada Acquisition II Equity Warrants Exp 21st May 2030 Warrant(XRPNW)$ These XRPN warrants look very cheap at current levels. Intrinsic value comes out to $19.50 minus $11.50, so $8.00 per warrant, while they are trading at only $2.25. That is a $5.75 per warrant discount.

$Strategy(MSTR)$ We've been out in the cold all day at the North Pole trying to cheer our stock higher.

$Strategy(MSTR)$ BTC.XIt only takes about 10 minutes to get the picture here. If someone can't understand it, they might be better off selling and putting the money in the bank. The stock market probably isn't the right place for them. No company is as straightforward to grasp as MSTR.

BTC.X$Strategy(MSTR)$  looks like it is getting ready to curl up into its next move higher. It will follow through from here. Smart money is buying.

ONDO.X2+ $Strategy(MSTR)$  BTC.X ETH.X SOL.X Ondo launched Ondo Intelligent Portfolios — the first time BlackRock-developed portfolio strategies are available as single onchain tokens. Three strategies: • BLKHIon – Ondo High Income Powered by BlackRock • BLKDIGon – Ondo Diversified Growth Powered by BlackRock • BLKGRWon – Ondo High Growth Powered by BlackRock BlackRock supplies the nondiscretionary model portfolio strategies. Ondo issues, manages, rebalances, and tokenizes the products. Holdings, weights, and rebalances are visible onchain.

$Strategy(MSTR)$  Anyone remember that run from September to December 2024? I made a lot of money during that stretch. I get the feeling MSTR is about to repeat that move.