MicroStrategy Just Shifted - Here Is What It Means For Your Crypto Portfolio

[00:01] we did get a little bit of an update on one  catalyst that feels like it has been weighing   the market down a little bit, and also we  have a resurgence in onchain tokens. So,  

[00:15] in this video, I am going to go over whether  these two catalysts are bullish long-term for   the crypto market and why it does feel like  sentiment is picking up a little bit for those   who are still involved day-to-day in the crypto  space. Let us go ahead and jump right into it.

[00:30] Guys, if you are new to the channel, be sure  to drop down below, hit that like button,   The Money. We have you covered top to  bottom with everything you need to win   across crypto and prediction markets.  We have five videos a week here for you  

[00:45] guys to dive in and get all of the alpha.  Let us go ahead and jump into the video. I want to shout out one of our sponsors to start  the video, which is OmenX. So, if you are into   trading, if you are into prediction markets,  this is the place for you. I actually did take a  

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[01:12] to risk as much, but if you feel proficient  in crypto trading and you are proficient in   prediction markets, this is definitely  for you. So, check out OmenX down below. Let us go ahead and dive into the video. We are  looking at the market today, and over 24 hours,  

[01:27] things are looking pretty good. We see  Hyperliquid up 7%, one of our biggest   positions in the portfolio here on In The Money.  We see other altcoins kind of just in that few   percentile range. But most importantly, we see  Bitcoin up 1.5% and Ethereum bouncing 3.6%.

[01:45] Now, you might be wondering why are these tokens  pumping, or why are we seeing, they are not really   pumping, but why are we seeing a little bit of  resurgence? Because over the last few weeks,   I am not going to lie to you, everything going on  with MicroStrategy felt extremely bearish. Yes,  

[02:02] they bought us up all the way from 15K to  $126,000. They bought hundreds of thousands of   Bitcoin to bring us up to those levels, but at the  same time, they started selling. Michael Saylor   is this big advocate of "we are never selling  Bitcoin," and then they have to cover their  

[02:17] yield on the asset, and then the price is kind of  decoupled a little bit. So, a lot of things going   on with MicroStrategy had people nervous, like,  is this thing going to blow up in the short term?

[02:30] Well, when we actually look at it here, and Pio,  take this with a grain of salt, he is a good   friend of mine, but he is an extreme MicroStrategy  bull. So, he says MicroStrategy bears are going to  

[02:42] get destroyed. Their USD reserve is now  at $2.55 billion. The rate is raised to   12%. They have a billion-dollar buyback program  authorized to sell $1.25 billion of Bitcoin and  

[02:56] $3.8 billion in liquidity to pay dividends for  almost 26 months. So, this gives MicroStrategy   at least a runway to cover their obligations in  the short term. This is great as far as I think  

[03:08] short-term crypto price action, short to midterm,  right? This is a 26-month basically runway play   to cover those dividends. So, to me, this is  bullish for the short to midterm. But the thing  

[03:21] about Saylor and the thing about MicroStrategy  is they are going to have to continue to borrow,   over-leverage, and dip into that Bitcoin stack  to cover all of this yield long term. So,   we will see what happens there. But certainly, in  the short term, this is bullish for the market.

[03:36] Moving on down the ladder, another thing  that I feel like is kind of a parasite to   the crypto space are these treasury companies,  but we see Bitine now acquiring another 27,000   ETH. Tom Lee is the type of guy that is going to  tell you that it is going to $10,000 next week,  

[03:51] but I do not really think that you can rely  on that whatsoever. He is just a blind bull.   We are seeing continuous activity  from MicroStrategy restructuring   to Bitine just doubling down on  their conviction on Ethereum.

[04:05] Another big catalyst we are having onchain this  week is onchain tokens. For lack of a better term,   people are in the trenches again. Over the course  of this weekend, this ANOM token was launched.  

[04:18] ANOM, obviously one of the more popular faces on  crypto Twitter. Crypto God John said his motion is   unmatched. Any KO that would try to bite off of  this meta and make a coin would fail miserably.  

[04:30] I absolutely agree with that. I think that as  far as someone that could lead a creator coin,   this is the only person that probably could have  done it this successfully. Because we have seen   derivatives, we have seen people make TJR coins  and Cupsy coins and all this different stuff,  

[04:47] but ANOM is like a big piece of the culture  as far as high-level crypto Twitter,   etc. This coin is at a $100 million market cap.  He has been airdropping a ton of the supply. He   has huge supply control on this thing. So, this  has been an interesting thing to see unfold.

[05:03] More importantly, it begs the question of like,  are these types of things good for crypto? You   could probably weigh it in two different barbells.  If it is abandoned and treated like Trump, well,  

[05:17] first and foremost, he is giving out so much  supply that it is nothing like Trump at all.   But at the same time, these things could be an  extraction event like Trump. But ANOM did not   launch this. He was just airdropped the majority  of the supply and decided, "You know what,  

[05:29] I am going to make this worthwhile for  the people that were buying it." So,   ask the question, are onchain tokens, meme coins,  different narratives that might not last forever?  

[05:44] I mean, if you are going to buy this  coin at a $100 million market cap,   But at the same time, is the degenerate onchain  narrative, where people are trading meme coins,  

[05:57] actually healthy for bringing new incumbents  into crypto? I would actually have to argue   that it is. Retail flocks to this type of  stuff. Retail does not want to buy Bitcoin.  

[06:09] They do not want to buy Ethereum. They do not  want to buy XRP. Crypto has evolved so much,   and also crypto has screwed so many people over  as far as even holding the top-flight coins like   AVAX or Bitcoin. They just see the price action  and think it is too risky for me. But meme coins  

[06:26] for retail traders provide this unique opportunity  to go from zero to hero, or from a 1 to 10 moment,   whatever you want to call it. I think that  onchain and just seeing people winning massively,  

[06:38] and these random opportunities that pop up, I  have to say, I think it is bullish for bringing   retail into crypto, onboarding more traditional  outlets, maybe talking about these types of  

[06:50] things on TikTok and Instagram. We really live on  YouTube and X, all the people who post content and   consume content in the crypto space. There are  not really people that have broken out beyond  

[07:02] that. I think these types of things, bringing back  onchain, and I like this take as well from Camel,   saying that ANOM actually did not save onchain  trading. FOMO did. Now, FOMO is a social trading  

[07:14] app where you can actually follow people to  trade. So, it has been quite interesting to see. I am also long SOL currently. This has been  playing out quite nicely. Still in progress   to pass this prop firm challenge, but slowly but  surely, we will get there. I am long currently  

[07:32] on SOL, and I think that this will continue to  go up as long as ANOM continues to go up. So,   these types of things spark catalysts and  narratives and derivatives and different   ways of things. We have seen this in the 2024 meme  season. A lot of people look back on that time as,  

[07:49] "Oh, it was such a parasite to crypto," but  I actually think it brought some of the best   opportunities to a lot of people who were just  paying attention and were on the timeline and   were terminally online, right? So, really, I  think it is good for bringing retail back into  

[08:02] the space. Obviously, you have to be careful.  You cannot be buying every coin that pops up.   of hope and the feeling that you actually  can make money in crypto again because it  

[08:14] has been really hard for most people to  make money in crypto for quite some time. So, let us break it down so far. Number  one, MicroStrategy, bullish in the midterm,  

[08:26] because he is going to have to restructure  again. He is going to have to either raise money,   continue to sell Bitcoin to cover his obligations,  change the dividend yield rate, whatever the   case is. So, for the next year and a half, two  years before that impending 26 months expires,  

[08:44] yes, very bullish. They are going to continue  buying, but they are also going to sell some of   their Bitcoin. So, we will see what happens  as far as the long term with MicroStrategy.   He will have to figure out another way  out of the situation again. But midterm,  

[08:57] very bullish on MicroStrategy. That does not mean  I am buying the stock. I am saying bullish for   Bitcoin because now we do not have this, "What  is going to happen with MicroStrategy?" They   have kind of cleared up the air as to exactly  what they are doing. They are authorized to  

[09:13] sell $1.25 billion of Bitcoin, but they are not  going to do it on the chart. They are going to   sell it over the counter. So, that is not going  to strictly affect the direct price of Bitcoin.

[09:25] Then, of course, onchain, I think bullish.  If we want retail to come back, if we want   alts to come back, a little bit of spark, bring  narratives to the table. At the same time, yes,   if you buy the top of a meme coin and get rekt,  you are going to absolutely hate it. But if you  

[09:40] are early, if you are online during some of these  events, like a Pepe or a Chill Guy or a Flog or a   TrumpCoin even, that is an opportunity that is  literally once in a lifetime potentially if you   catch these things. The amount of people that are  up hundreds of thousands of dollars on this token  

[09:56] just because they were available at this time,  most people were not. This was Saturday night at   6:00 my time where this thing started ripping. I  know I was not available or I was not terminally  

[10:10] online at that point in time. So, there are so  many opportunities for those who are just in the   trenches and really dedicated to it. I think  this could bring retail back into the space. So, here is what I am doing. Here is what I  am doing currently. My current recipe to win  

[10:22] the rest of the year is accumulate the cycle  leaders. You guys know this. I like Venice. I   like Hyperliquid. I like Near Protocol, and  I like TA. I still do kind of like Zcash,   but after that latest kind of compromise,  I am not the biggest hyper bull on it. But  

[10:38] I think Hyperliquid is a must. I think  Venice and Near Protocol are must-holds,   and I think TA will absolutely bounce back crazily  whenever the time comes. So, that is number one. Number two is remain liquid for these types of  plays. Make sure you have stablecoins already  

[10:52] onchain. Do not be rushing to Coinbase to  deposit stables and then have to send it off   to your wallet. You are going to miss  potentially millions in market cap on   these big runners if that happens. So, make  sure onchain that you keep stablecoins. So,  

[11:07] I said remain liquid to buy narratives and  runners when they pop up, just like ANOM. Then, I think being proficient in prediction  markets, like I mentioned at the beginning of the   to see a Predict.fun airdrop. You might see  a Limitless airdrop. You might see an Opinion  

[11:26] airdrop. There are going to be these big catalysts  for the next six months with these token launches.   They are all probably going to piggyback off  of PolyMarket. So, I think having proficiency   in trading these markets is really going to  take you far as far as the long term. So,  

[11:41] make sure you have these cycle leaders for when  the time comes the market turns back around.   We have seen over and over that is where  the liquidity is going. Stuff like Venice,   Hyperliquid, Near Protocol, etc. Make sure  you keep stablecoins on the side for these  

[11:55] types of opportunities. You never want to be  racing and scrambling or having to sell your   bags to get into a new position. Especially if  you are going to trade these types of coins,   make sure you are doing it with a stack of  capital that is not going to make or break you.

[12:10] Last but certainly not least, I think having  proficiency in prediction markets is really   going to get you far as far as getting a huge  airdrop, but it is a whole another wave of trading   and a way to make profit onchain in a completely  different manner that is detached from the crypto  

[12:27] market. So, that is what I am doing, and that is  what we are going to actually be doing full-time   in the In The Money Discord server. We are a few  days from launch on this. We are just making a   couple of adjustments on the backend. I think we  will be launching next week here. For just $50 a  

[12:42] month, you can get me and my team's trades across  crypto and prediction markets. You are going to   see exactly my theses, my leverage trades, my  different spot accumulations. We have a guy that   is just absolutely crushing in meme coins. I am  pretty sure he caught the ANOM token. I am pretty  

[12:56] sure he has been absolutely crushing the trenches,  and I have just seen his trades that he sends me.   I know he has been absolutely printing. So, for  $50 a month, you can come in here and get all of   my prediction market trades, my crypto trades, and  we have a team of expert traders to help you and  

[13:13] guide you along the way. So, check that out down  below. You can get in for $50 a month right now. Guys, like the video down below and subscribe  to the channel. A lot going on in crypto,  

[13:25] even though it does not feel like it. Yes, this  was not the biggest alpha video, much more of a   high-level conversation about what MicroStrategy  is doing, what this onchain narrative is, and is  

[13:37] back to the space. At the end of the day, eyes  bring liquidity. Liquidity brings price action.   Price action will then just continue to speak for  itself. Price action is the best marketing. So,  

[13:51] that is a great flywheel for us to potentially  get back on the map, maybe catch up to some of   the stuff that has been happening in the stock  market because crypto has not been very forgiving,   but I think that some of these catalysts  could actually bring a lot of attention back  

[14:04] into the crypto space. So, guys, I will  see you on tomorrow's video. As always,   tomorrow. Trade responsibly, my friends,  and of course, stay bullish, my friends.