Called $XAU bullish on Oct 8, 2023: $XAU rose 187% in 28 months.
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🇦🇷 Economist. Trader. Advisory. Sharing views on global markets.
Cite asCryptoQuant has tracked the directional calls on MSTR by @krugermacro on X since Jan 2021: not yet scored on MSTR (as of Nov 11, 2026).
Other assets covered (26)
6 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 @krugermacro to submit corrections.
Called $XAU bullish on Oct 8, 2023: $XAU rose 187% in 28 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
I don't see it what way. Saylor has one job, and one tool. To accumulate BTC, by tapping capital markets. If he were to sell (or have sold) $2B of BTC after buying $2B at $80,985 in the week of May 12–18, for a 20% loss, that would represent a major blunder. One thing is to sell a little to harvest tax losses. An entirely different thing is to blow up $400 million in 2.5 weeks by buying & selling BTC like a degenerate gambler. Best case scenario: BTC just goes up a lot, all problems solved. Bad case scenario: BTC fails to rally, Strategy lowers the dividend on STRC to make it sustainable. Worst case scenario: Strategy dumped/dumps BTC, shows the world the largest BTC holder, with 4% of the total supply, compounds mistakes, is unreliable, and can't be trusted in doing what it is supposed to be doing: accumulating BTC. Nightmare scenario: Strategy dumped, but not enough.
Consensus seems to believe that if Saylor did not sell a lot of BTC last week (e.g. $2B), then bitcoin is doomed. I don't see it what way. Saylor has one job, and one tool. To accumulate BTC, by tapping capital markets. If he were to sell (or have sold) $2B of BTC after buying $2B at $80,985 in the week of May 12–18, for a 20% loss, that would represent a major blunder. One thing is to sell a little to harvest tax losses. An entirely different thing is to blow up $400 million in 2.5 weeks by buying & selling BTC like a degenerate gambler. Best case scenario: BTC just goes up a lot, all problems solved. Bad case scenario: BTC fails to rally, Strategy lowers the dividend on STRC to make it sustainable. Worst case scenario: Strategy dumped/dumps BTC, shows the world the largest BTC holder, with 4% of the total supply, compounds mistakes, is unreliable, and can't be trusted in doing what it is supposed to be doing: accumulating BTC. Nightmare scenario: Strategy dumped, but not enough.
View original →The problem with STRC is not STRC itself, but rather overdoing it, as Saylor did. Can also argue ETH has a higher capacity to generate yield, onchain, to pay for the dividends, making it more sustainable than STRC. https://t.co/OnnEpmNk2R
View original →Saylor's convert buybacks and small 32 BTC sale signaled willingness to sell BTC, cratering STRC and MSTR while leaving the company still cornered
It’s tragicomic how bad Saylor's recent moves have been. Both buying back the converts and the 32BTC sell. He tried to save STRC by signaling willingness to sell BTC, and cratered it all in the process. And he's still cornered. Should have sold size if he was going to sell. https://t.co/Stmcze0GCM
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