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 phases now reflect macro conditions rather than failure of the thesis.
On MSTR $MicroStrategy(MSTR)$ , I view it as fairly valued relative to its role as a leveraged Bitcoin proxy. MSTR may be near a floor if BTC stabilizes, but meaningful upside depends on renewed liquidity & sustained institutional inflows.
@Tiger_comments @TigerStars @TigerClub
Modify on 2026-01-09 13:36
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