The lads explain why early SpaceX and Anthropic investors could send capital into Bitcoin:
"Billions in liquidity events this summer, early investors in SpaceX, Anthropic, OpenAI getting unlocks."
"They dump the IPO shares and need somewhere for the capital. Tech investors aren't going into an overextended stock market."
"Bitcoin: relatively underperformed. Hasn't pumped yet. STRC repeg, bottom shorters trapped. Summer 26."
STRC repeg, BTC bottom shorters trapped, and a rush of liquidity from equities into BTC.
Summer 26