To The Moon

BTC UP

A weaker dollar, renewed ETF inflows and improving U.S. regulatory expectations have pushed Bitcoin back toward $80,000. The next test is whether real spot demand can sustain the rally after the initial burst of enthusiasm. Bitcoin briefly traded above $80,000, reaching an intraday high of $81,237—its highest level since mid-May. BTC has gained roughly 28% in August, putting it on track for its strongest monthly performance since November 2024. It has since pulled back toward $78,000, showing that the $80,000–$81,200 zone remains a meaningful resistance area. What is driving the rally? 1. The “debasement trade” is back The U.S. Treasury’s expanded purchases of longer-dated government bonds have helped ease bond yields, but they have also added pressure to the dollar. When investors become

Hello. Nvidia does not report until after tonight's US close. Not one of Tuesday's five biggest gainers rose because of it. $NVIDIA(NVDA)$ itself closed up 2.19 per cent at US$213.05, snapping a seven-session losing streak, and added 0.29 per cent after hours. The indices rose with it: $S&P 500(.SPX)$ up 0.32 per cent and $Invesco QQQ(QQQ)$ 0.62 per cent, with coverage noting $Dow Jones(.DJI)$ had posted a third straight triple-digit gain. On the results themselves, the options market is pricing a swing of about US$280 billion in market value, with anothe

Hi Tigers 🐯, Welcome to "What the Tigers Say." 👋 Last week, market attention shifted from the Fed to the Treasury after expanded long-term Treasury buybacks sparked fresh debate across $Gold.com(GOLD)$, crypto, and equities. While gold responded quickly to the liquidity signal, three Tigers looked deeper into whether the move represents a sustainable opportunity or a temporary market reaction. Before the market made its next move, the community had already broken down the key questions. Let’s revisit three perspectives from @Ivan_Gan, @程俊Dream, and

Will this rally last for helping long term growth.

MSTR +24% Bitcoin Rally: Still Worth Chasing? Strategy just reminded the market why MSTR is one of the highest-beta ways to play Bitcoin. Bitcoin has ripped ~24% recently, pushing Strategy’s 840,447 BTC holdings back above their aggregate cost basis. MSTR followed with a 2.83% gain Monday — but the bigger story is the $2B capital raise. Here’s the bullish part: Strategy now has roughly $6.69B of USD liquidity, including a newly created $1.59B cash pool. That gives Saylor dry powder to buy Bitcoin, repurchase securities, or exploit market dislocations. And this is why I’m still bullish on MSTR: BTC goes up → MSTR’s asset base strengthens → capital becomes easier to raise → more BTC can potentially be accumulated → BTC exposure per share can compound. That reflexive loop is the entire MSTR t

Bitcoin has recovered from below $70,000 to approximately $80,250 in less than a week, but the character of the move matters more than the round-number breakout. The rally began with policy headlines and short-covering; it becomes more durable only if spot-exchange-traded-fund demand continues after the forced buyers have finished. The immediate trigger arrived on August 19, when the US Treasury said it would double the size of buybacks for longer-dated government debt. The intervention followed a bond selloff that had pushed the 30-year yield to its highest level since 2007. Lower long-term yields and a softer dollar improve the relative appeal of assets that do not generate income, including Bitcoin and gold. President Donald Trump also urged lawmakers to pass a version of the CLARITY Ac

A weaker dollar, renewed ETF inflows and improving U.S. regulatory expectations have pushed Bitcoin back toward $80,000. The next test is whether real spot demand can sustain the rally after the initial burst of enthusiasm. Bitcoin briefly traded above $80,000, reaching an intraday high of $81,237—its highest level since mid-May. BTC has gained roughly 28% in August, putting it on track for its strongest monthly performance since November 2024. It has since pulled back toward $78,000, showing that the $80,000–$81,200 zone remains a meaningful resistance area. What is driving the rally? 1. The “debasement trade” is back The U.S. Treasury’s expanded purchases of longer-dated government bonds have helped ease bond yields, but they have also added pressure to the dollar. When investors become

Hi Tigers 🐯, Welcome to "What the Tigers Say." 👋 Last week, market attention shifted from the Fed to the Treasury after expanded long-term Treasury buybacks sparked fresh debate across $Gold.com(GOLD)$, crypto, and equities. While gold responded quickly to the liquidity signal, three Tigers looked deeper into whether the move represents a sustainable opportunity or a temporary market reaction. Before the market made its next move, the community had already broken down the key questions. Let’s revisit three perspectives from @Ivan_Gan, @程俊Dream, and

Hello. Nvidia does not report until after tonight's US close. Not one of Tuesday's five biggest gainers rose because of it. $NVIDIA(NVDA)$ itself closed up 2.19 per cent at US$213.05, snapping a seven-session losing streak, and added 0.29 per cent after hours. The indices rose with it: $S&P 500(.SPX)$ up 0.32 per cent and $Invesco QQQ(QQQ)$ 0.62 per cent, with coverage noting $Dow Jones(.DJI)$ had posted a third straight triple-digit gain. On the results themselves, the options market is pricing a swing of about US$280 billion in market value, with anothe

Bitcoin has recovered from below $70,000 to approximately $80,250 in less than a week, but the character of the move matters more than the round-number breakout. The rally began with policy headlines and short-covering; it becomes more durable only if spot-exchange-traded-fund demand continues after the forced buyers have finished. The immediate trigger arrived on August 19, when the US Treasury said it would double the size of buybacks for longer-dated government debt. The intervention followed a bond selloff that had pushed the 30-year yield to its highest level since 2007. Lower long-term yields and a softer dollar improve the relative appeal of assets that do not generate income, including Bitcoin and gold. President Donald Trump also urged lawmakers to pass a version of the CLARITY Ac

BTC UP

Will this rally last for helping long term growth.

MSTR +24% Bitcoin Rally: Still Worth Chasing? Strategy just reminded the market why MSTR is one of the highest-beta ways to play Bitcoin. Bitcoin has ripped ~24% recently, pushing Strategy’s 840,447 BTC holdings back above their aggregate cost basis. MSTR followed with a 2.83% gain Monday — but the bigger story is the $2B capital raise. Here’s the bullish part: Strategy now has roughly $6.69B of USD liquidity, including a newly created $1.59B cash pool. That gives Saylor dry powder to buy Bitcoin, repurchase securities, or exploit market dislocations. And this is why I’m still bullish on MSTR: BTC goes up → MSTR’s asset base strengthens → capital becomes easier to raise → more BTC can potentially be accumulated → BTC exposure per share can compound. That reflexive loop is the entire MSTR t