Zhu Su

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Zhu Su· 2025-08-19 14:49
If you're in the common (MSTR) you are cannon fodder, is what Saylor said a couple days agoJosh Man (@JoshMandell6):Please stop asking me if or why I sold $MSTR at 1.5 mNAV. You just don't seem to get it. I actually bought above here and then @Saylor sold. He said they wouldn't ... and then he did. I am announcing that I will not speak in support of anything that man does again. He ...
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Zhu Su· 2025-08-18 16:55
Insider Trading - Strategy's CFO Andrew Kang sold approximately $10 million worth of shares this week [1] - The shares were sold at prices of $395 and $386 [1] Market Sentiment - Insider moves are viewed with suspicion, raising questions about potential undisclosed information [1] - The tweet references $BTC (Bitcoin) and $MSTR (MicroStrategy), suggesting a possible connection or comparison [1]
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Zhu Su· 2025-08-18 06:11
DAT Issuers' Strategy - Most DAT issuers, excluding Saylor, are likely to be sellers below mnav, as hard assets raised into the company effectively belong to them [1] - DAT issuers may trigger cascades among their own DAT holders to repurchase from them, essentially scalping against their own placement investors [1] Potential Market Manipulation - The scenario suggests a potential "Player versus Player" (PvP) dynamic where DAT issuers could profit by exploiting their own investors [1]