To The Moon

BTC.XIt is rallying nicely overnight, and taking my MSTR, CRCL, and COIN leveraged positions along with it.

$Strategy(MSTR)$ Should have gone with the bulls earlier, but it's not too late.

$Keel Infrastructure Corp(KEEL)$ A lot of bears said $Circle Internet Corp.(CRCL)$  would be bankrupt three weeks ago when it was trading around $60 flat. Now it's around 94+, a $34 jump. I just held and bought more during that stretch.

$Circle Internet Corp.(CRCL)$ Having a strong day, up 5.4%. Nice bounce off the 200DMA. Needs to close above roughly $95.25 to keep the strength going, and that area would then act as support.

BTC.XKeep pressing on that $80K level and it should break through eventually. $Strategy(MSTR)$  $Circle Internet Corp.(CRCL)$  $Coinbase Global, Inc.(COIN)$  $2x Bitcoin Strategy ETF(BITX)$ 

Bitcoin gained roughly 23% in one week, with a record $1.37 billion in Bitcoin short positions liquidated on August 19, nearly double the previous daily record, according to K33 Research. Another $739 million in shorts were liquidated on August 21. More than $4 billion in bearish crypto positions were liquidated during the broader rally, creating heavy forced buying and accelerating Bitcoin's rebound. The rally followed the US Treasury's decision to increase long term Treasury buybacks from $2 billion to $4 billion per operation, starting September 9. The announcement initially pushed the 30 year Treasury yield from around 5.34% to 5.19%, helping improve sentiment toward risk assets. US spot Bitcoin ETFs also saw strong demand, attracting about $1.92 billion in weekly inflows, their strong

$Strategy(MSTR)$  I don't get why the Fed rate decision still gets so much attention. It honestly doesn't matter much anymore. Governments and central banks are never going to stop printing money, so fiat currencies are all heading to zero against crypto.

$Circle Internet Corp.(CRCL)$ Most tech stocks have already recovered 300-500%. BTC.X and crypto-related names like COIN, BTGO, CRCL, and MARA still look like they have a lot of upside potential from here.

$Circle Internet Corp.(CRCL)$ Circle is becoming one of those companies you just can't seem to keep down. Every few weeks there's a new headline about a bank, fintech, or consortium developing another stablecoin, and yet Circle keeps expanding its reach, infrastructure, and relevance. At some point, competition stops being evidence that Circle is in trouble and starts becoming evidence that Circle was right about where the financial system was heading. The word is out. Stablecoins are coming, and while everyone else is announcing plans to build one, Circle has spent years building the rails, distribution, liquidity, and network around USDC. Competition is coming to Circle's market. Circle isn't trying to enter theirs.

$Circle Internet Corp.(CRCL)$  Beyond just collecting interest on its $73+ billion reserve, Circle's Arc mainnet launch on September 16, 2026 turns the company into a high-margin technology provider. USDC Gas Fees: Arc uses USDC natively to settle transaction costs across the network. Circle, as the primary architect and a key node validator, captures a direct slice of every transaction. Circle handles high-volume, low-cost institutional flows. Rather than making pennies on interest, Circle makes micro-fees on hundreds of millions of daily transactions. Circle charges upfront issuance, structural, and ongoing management fees to host these Real-World Assets on Arc. Redemption and Cross-Chain Bridging Fees: Circle