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Don't seal the planet, all data is gone, speed up the response! #新手成长营 $BTC

Welcome to the Euro Star Planet! Hello everyone, this is Teacher Zhu. Not chasing trends, not making calls, focusing on macro logic + project research + on-chain real data. In Euro Star Planet, I mainly share: 🧠 Bull and bear cycles and market structure analysis 🔍 In-depth breakdown of potential projects 📊 On-chain data + sentiment analysis ⚠️ Risk warnings, more important than making money If you also: ✔ Don't like mindless bullish calls ✔ Want to see long-term logic instead of tenfold gains in a day ✔ Hope to survive longer in this market Currently, Euro Star Planet is just getting started, and we are open to KOLs and VIP users. We can follow each other and evolve together 🤝 👉 Friends who have already followed, drop a comment in the section, and I will definitely follow back! $BTC

Feel for yourself how steep the recent rise of the Nasdaq has been, flying online at 90 degrees, it was at least 45 degrees before, it's really crazy! Really scary! $BTC $ETH $QQQ

Zhui Mi Yu Hao posts 75 videos a day, saying that most people's efforts haven't yet reached the point where talent is needed. I see many comments saying his company won't survive more than 5 years. They say he is like Jia Yueting. But you have to know this world is not short of normal people, it lacks madmen, madmen who change the world. Is Elon Musk a madman? Over a decade ago, he talked about sending people to Mars. Is the guy with the afro a madman? He invested in AI many years ago. Is the founder of the hype team a madman? He used 98% of his income to buy back tokens. Xingchen @BTC Xingchen said something in the live stream: To succeed, first go crazy, charge forward recklessly! Just charge ahead first, then see what consequences come. I suggest everyone check out Yu Hao on Douyin, I feel he very well might become the Chinese version of Elon Musk. Salute! $BTC $ETH $DOGE

Global stock markets are all rising, with US stocks hitting new highs, and Japan, South Korea, Germany, the UK, India, and the Shanghai Composite, although not at historical highs, are near 20-year peaks. Is it because the global economy is booming? Or is AI driving the global economy? I’m a bit skeptical about these two points. My feeling is that the economy shouldn’t be this good; the impact of the pandemic is still present, and although AI is powerful, it hasn’t brought such a clear transformation to human productivity. #AI重构行业格局进行时 $BTC $ETH $QQQ

The market is not controlled by Trump, it is controlled by the media. Crude oil is falling fine on its own, but they forcibly add pressure to the market. 😂 $BTC $ETH $CL

If a whale targets MicroStrategy, it will be an "open-card hunt" MicroStrategy will release its Q1 earnings report tonight, and the data was actually already provided during the earnings call on May 5. As the largest Bitcoin holding company in the crypto space, every word and move they make impacts Bitcoin. First, let's look at the report highlights: To pick a few key points, the total holdings are 818,334 BTC, with a cost basis of 75,537, and they have cumulatively purchased 130,000 BTC in 2026. The second data point is crucial: STRC growth has reached 8.5 billion. Here, it’s necessary to explain STRC — it is a perpetual preferred stock, a financing tool MicroStrategy uses specifically to attract capital. STRC has a face value of $100, with an annualized dividend rate of 11.5% (variable, adjusted monthly to keep the price stable at $100). You can think of it as a $100 stablecoin issued by MicroStrategy. It cannot be converted into common stock but enjoys priority dividend rights and liquidation preference. MicroStrategy issues STRC to raise funds without diluting equity. In the fundraising, they have raised 11.7 billion, of which 8.5 billion is STRC and 2.2 billion is common stock. We can roughly calculate how much MicroStrategy pays annually in STRC interest: 8.5 billion * 11.5% = 977.5 million. Currently, MicroStrategy plans to change STRC interest payments from monthly to semi-monthly to reduce STRC volatility, which I also think is to stimulate financing. After all, an 11.5% stable return is very attractive and stable! Looking further, operating loss is 14.5 billion, net loss is 12.8 billion. This is obvious because BTC dropped from 100k to 70k in Q1, so losses are expected. Bitcoin currently yields $5 billion in profit; BTC price is 81k, cost basis is 75k, so 0.6 * 81k = 4.86 billion, roughly $5 billion. So if BTC hadn’t risen this wave, they would be in a loss state, but fortunately BTC has finally risen. Current cash reserves are 2.2 billion, which only covers STRC dividends for 2 years based on the above calculation, but there are also operating costs. A company can’t run with zero cash on hand. Previously, we said their core business barely makes money — software business earns 400 million annually, but after expenses, total operating costs are -500 million, plus dividend payments. So don’t think 2.2 billion is a lot. Here’s the key point: MicroStrategy’s CEO Michael Saylor said they will sell some BTC to pay dividends! Previously, MicroStrategy claimed they would never sell BTC, but now they’ve changed their stance and will sell. Otherwise, they can’t sustain because the financials show pressure. Without selling BTC, they can’t truly realize cash and continue paying dividends. Management says if BTC grows at 2% annually, they can pay dividends forever without issuing new shares. Let’s calculate: 80k * 2% * 818,000 = 1.3 billion. The dividend is about 1 billion annually, so it can cover dividends. But the problem is you have to sell BTC to realize cash; otherwise, it’s just unrealized gains. So the question is, if BTC stays sideways between 70k-80k and STRC funds keep flowing in (since it guarantees 11.5% stable returns regardless of BTC price), and dividends keep increasing, will MicroStrategy fall into a dilemma? This is my speculation: if a big whale wants to target MicroStrategy, they could keep BTC price below 80k, making MicroStrategy very uncomfortable. How? Simply by aggressively buying STRC, which offers stable returns and liquidation priority. On the other hand, keep BTC price around 80k long-term. According to MicroStrategy, STRC issuance was 1 billion in the first week of April, 2.2 billion in the second week. Let’s say 3 billion per month, 30 billion per year. After a year, STRC scale would be 38 billion, with dividend payments of 4.3 billion. Currently, MicroStrategy’s BTC value is 65 billion, enough to cover dividends for over 10 years, but once they sell BTC, it will pressure the market and cause BTC to drop. Some might say they have also raised 30 billion for buying BTC, so how could BTC drop? So the game becomes whether a "super whale" will target you, since your holdings and cost basis are publicly visible — you’re the open card, others are the hidden cards. Of course, suppressing BTC price is difficult given it’s a $1.5 trillion asset, so this is just speculation. Currently, MicroStrategy’s ATM financing limit is still 19 billion, so it hasn’t reached the 30+ billion mentioned. MicroStrategy’s current game is "stepping on one foot with the other" — raising funds to buy BTC, then pushing the price up, but not too fast to avoid problems! I personally feel this game is quite risky. The company has little revenue, relies on financial management, and pays 11% high stable returns — it feels like walking a tightrope! $BTC $ETH $MSTR

In the article and video on April 15th, I mentioned the two brothers in the bankruptcy sector, one is FTX and the other is lunc, and I provided the logic. FTX has almost been liquidated, lunc has also dropped significantly, and there are signs of a rebound! Because the public account was banned, I couldn't find it, but the video platforms still have it! It was just a matter of being positioned in advance for half a month! $LUNA $BTC

U.S. stocks in storage have soared, Micron and SanDisk have gone crazy. Is it web3 storage's turn this time? $AR $STORJ

The White House Twitter is making me laugh crazy, word loop for 1 hour, Trump wins again! #特朗普护航遇阻：美伊霍尔木兹交火 $BTC $ETH $DOGE

Is the fifth one coming? It seems like each interval is about 11-12 years or so? #玩转策略 $BTC $ETH $DOGE

Opened wide? Crude oil skyrocketing, Bitcoin plummeting? #特朗普护航霍尔木兹海峡 $BTC $ETH $CL