cryptoIPO Liquidity Drain, BTC CAGRs, MSTR's Debt Fragility & Tesla vs SpaceX 🚀
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BTC near publication: $78,7604-hour candle close · 3 May 2026, 20:00 UTC · BTC/USDT
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- This cycle (next 6–18 months): Leans up (timeframe is our reading):
Bitcoin, SOL, those things are all kind of relatively cheap. Way off their all-time highs. And a lot of upside.
▶ 22:34 Said again while their call of 5 Oct 2025 was open, so it counts once; that call was wrong: 122.6k when said, 85.7k on 5 Oct 2026 (−30.1%).
Their own position: Not said.