1 hour ago
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Key Takeaways
- Saylor: Bitcoin bottomed at $60K, now in spring phase, rally expected from current levels.
- Long-term target: $21 million per coin 21 years out.
- STRC preferred stock: $10.5B in 10 months, $24B annual run rate, 11.5% tax-deferred dividend.
- Strategy holds approximately $65B Bitcoin, annualized return ~60% vs Bitcoin’s ~40%.
- Digital credit framing: 11.5% tax-deferred vs 3.5% taxable money market.
Where Saylor Puts Bitcoin in the Cycle Right Now
Saylor described the current price environment as a recovery in progress, placing the October peak at approximately $125,000, the bottom at $60,000, and the current moment as what he called the spring phase of the cycle. He sees decent support at current levels and expects a rally, with macro headwinds as the primary near-term friction. On the regulatory side, he identified the passage of the CLARITY Act as a significa...
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