Called $META bullish on Dec 31, 2022: $META rose 325% in 15 months.
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Cite asCryptoQuant has tracked the directional calls on MSTR by @DonAlt on X since Jan 2021: not yet scored on MSTR (as of Nov 11, 2026).
9 MSTR calls on record, a thin history.
Relative view by default: fewer than 30 MSTR calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @DonAlt to submit corrections.
Called $META bullish on Dec 31, 2022: $META rose 325% in 15 months.
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Bleed him out of it A duck can dream
Best case MSTR stays depressed even if BTC goes up and Saylor continues selling while BTC does its own thing Bleed him out of it A duck can dream
View original →They win by taking massively outsized bets with high conviction, double, triple quadruple down and no matter who tells them to slow down and tighten their system up they will never do it And they usually get away with it for a while, sometimes even for a cycle or two But no matter what happens their addiction to that risk that they're taking, their addiction to the highscore will inevitably always make them come crashing down In my head if Saylor doesn't blow up this cycle because BTC bails him out he'll manage to do it next cycle He'll normalize the risk he took with STRC and find a way to take on even more risk His survival this time around will justify his behavior and make him think even higher of himself Man just seems addicted to a highscore, the same way so many traders I know, and they've all blown up
The way Saylor operates reminds me of infinite traders I've seen over the course of my career They win by taking massively outsized bets with high conviction, double, triple quadruple down and no matter who tells them to slow down and tighten their system up they will never do it And they usually get away with it for a while, sometimes even for a cycle or two But no matter what happens their addiction to that risk that they're taking, their addiction to the highscore will inevitably always make them come crashing down In my head if Saylor doesn't blow up this cycle because BTC bails him out he'll manage to do it next cycle He'll normalize the risk he took with STRC and find a way to take on even more risk His survival this time around will justify his behavior and make him think even higher of himself Man just seems addicted to a highscore, the same way so many traders I know, and they've all blown up
View original →>Saylor buys BTC >Issues STRC >Buys more BTC with proceeds as market goes up >Average buy price of infinity >Eventually market goes down >STRC depegs >Saylor sells BTC below his average to repeg STRC >Market moves even lower below his average >Sells even more BTC to repay STRC >Eventually market recovers >Saylor issues more STRC >Buys now more expensive BTC >Repeat I'm a duck but even to me this sounds very retarded If I understand this correctly it's the worst ponzi I've ever seen
So do I get this right >Saylor buys BTC >Issues STRC >Buys more BTC with proceeds as market goes up >Average buy price of infinity >Eventually market goes down >STRC depegs >Saylor sells BTC below his average to repeg STRC >Market moves even lower below his average >Sells even more BTC to repay STRC >Eventually market recovers >Saylor issues more STRC >Buys now more expensive BTC >Repeat I'm a duck but even to me this sounds very retarded If I understand this correctly it's the worst ponzi I've ever seen
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