Wall Observer BTC/USD - Bitcoin price movement tracking & discussion

[ChartBuddy]

Explanation
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[adultcrypto]

Free ride to $115k.

The push for new ATH has just began.

Market structure broken to the upside and liquidity (fuel) taken, all set for the ride.

[ChartBuddy]

Explanation
Chartbuddy thanks talkimg.com

[Hueristic]

In 2021, he went further, backing payments app Strike as his first startup investment and pledging to take all marketing income in Bitcoin through the platform. At the time, Bitcoin’s price was approximately $32,000. Today, it’s hovering around $111,000, turning a $10 million income stream into a $35 million asset.

+

https://www.readtheprofile.com/p/saquon-barkley-investment-portfolio

[sirazimuth]

Every move up is preceded by a few ants dumping. This smells like intimidation. Let us not be scared.

The royal "us"?

The WO us.

Synonymous?

Gold teeth, Grey Goose, trippin' in the bathroom
Bloodstains, ball gowns, trashin' the hotel room
We don't care, we're driving Cadillacs in our dreams
But everybody's like
Cristal, Maybach, diamonds on your timepiece
Jet planes, islands, tiger's on a gold leash
We don't care, we aren't caught up in your love affair

And we'll never be royals (Royals)
It don't run in our blood
That kind of luxe just ain't for us
We crave a different kind of buzz
Let me be your ruler (Ruler)
You can call me queen bee
And baby, I'll rule (I'll rule, I'll rule, I'll rule)
Let me live that fantasy

https://www.youtube.com/watch?v=299LR2OWvoU

[ChartBuddy]

Explanation
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[Biodom]

<snip>
But at our current point I am quite confused.  

<snip>Even in the presence of all these things... the cycle continues.

Bitcoin does not care.

I agree with the confusion part, not 100% agree with the second, but don't disagree either...it just remains to be seen.
Some guy (who speaks a bit like the "mad hatter" from "Alice in wonderland") proudly predicts MSTR bankruptcy scenario in 2026.

I don't buy it necessarily, but MSTR gyrations is something bitcoin would have to endure at some point.
It may be at least moderately likely that bitcoin would at some point undergo a secular bear market, but I don't envision this happening until 8-10 tril in market cap (or maybe even higher).

It seems that a lot of hodlers are uncertain about the state of the market rn.

[BTCETFInvestor]

I’d feel a little better if we were melting up to the news or no news about MSTR tomorrow. The fading price makes me think the ‘somebody knows something’ indicator is saying we won’t get an S&P500 inclusion tomorrow. Hopefully we’re just seeing selling as people don’t want to bet on this and the decision hasn’t leaked.

It's interesting that Wall Street veteran Josh Mandell firmly thinks the S&P 500 committee has already decided that Strategy will be included in the S&P 500, and that only an announcement confirming it is due tomorrow.

The other candidates - AppLovin Corp., Robinhood Markets Inc. and Carvana don't have the same high-tech flavor as Strategy like the committee’s recent inclusion of Coinbase Global Inc., the largest US cryptocurrency exchange, and Jack Dorsey’s fintech payment firm, Block Inc. which definitely signals a recognition of the growing footprint of the digital-asset class. 90+% chance MSTR will be added.

https://x.com/Vivek4real_/status/1963479705857786263?t=bnoaNx6da37xWtIFKZS4yw&s=19

Major asset manager Strive back on August 14, 2025 said MSTR was just one S&P 500 Index committee meeting away from entry, which has now already taken place. Many on Wall Street expect MicroStrategy (MSTR) to be announced as an addition to the S&P 500 on Friday, September 5, 2025 with a 96% likelihood Strategy will be in the September rebalance.

So, what does Strategy's inclusion to the S&P 500 mean for Bitcoin?

"When MSTR joins the S&P 500, it would boost institutional demand for Bitcoin by giving passive funds indirect exposure and potentially increasing the stock's price beyond Bitcoin's performance, leading to higher Bitcoin prices as the funds buy MSTR shares and potentially more capital flows into crypto. The inclusion would also symbolize the growing mainstream acceptance of Bitcoin as a digital asset. Passive funds tracking the index would be forced to scoop up nearly 50 million shares, worth around $16 billion at current prices, according to an analysis by Stephens Inc. For Strategy's Michael Saylor, whose relentless capital raising has funded a balance sheet holding roughly $70 billion in Bitcoin, the milestone would mean institutional validation of a strategy long dismissed by skeptics as reckless, while turning the likes of pension funds into indirect crypto holders in one fell swoop."

► https://www.bloomberg.com/news/articles/2025-09-04/bitcoin-faithful-bet-on-saylor-s-strategy-being-added-to-s-p-500
 

[Greyhats]

Explanation
Chartbuddy thanks talkimg.com

Sendtember is gearing up :-)

[d_eddie]

Major asset manager Strive back on August 14, 2025 said MSTR was just one S&P 500 Index committee meeting away from entry, which has now already taken place. Many on Wall Street expect MicroStrategy (MSTR) to be announced as an addition to the S&P 500 on Friday, September 5, 2025 with a 96% likelihood Strategy will be in the September rebalance.

So, what does this mean for Bitcoin?

If MSTR joins the S&P 500, it would boost institutional demand for Bitcoin by giving passive funds indirect exposure and potentially increasing the stock's price beyond Bitcoin's performance, leading to higher Bitcoin prices as the funds buy MSTR shares and potentially more capital flows into crypto. The inclusion would also symbolize the growing mainstream acceptance of Bitcoin as a digital asset. Passive funds tracking the index would be forced to scoop up nearly 50 million shares, worth around $16 billion at current prices, according to an analysis by Stephens Inc. For Strategy's Saylor, whose relentless capital raising has funded a balance sheet holding roughly $70 billion in Bitcoin, the milestone would mean institutional validation of a strategy long dismissed by skeptics as reckless, while turning the likes of pension funds into indirect crypto holders in one fell swoop.

Plagiarism?

https://www.bloomberg.com/news/articles/2025-09-04/bitcoin-faithful-bet-on-saylor-s-strategy-being-added-to-s-p-500

[BTCETFInvestor]

Major asset manager Strive back on August 14, 2025 said MSTR was just one S&P 500 Index committee meeting away from entry, which has now already taken place. Many on Wall Street expect MicroStrategy (MSTR) to be announced as an addition to the S&P 500 on Friday, September 5, 2025 with a 96% likelihood Strategy will be in the September rebalance.

So, what does this mean for Bitcoin?

If MSTR joins the S&P 500, it would boost institutional demand for Bitcoin by giving passive funds indirect exposure and potentially increasing the stock's price beyond Bitcoin's performance, leading to higher Bitcoin prices as the funds buy MSTR shares and potentially more capital flows into crypto. The inclusion would also symbolize the growing mainstream acceptance of Bitcoin as a digital asset. Passive funds tracking the index would be forced to scoop up nearly 50 million shares, worth around $16 billion at current prices, according to an analysis by Stephens Inc. For Strategy's Saylor, whose relentless capital raising has funded a balance sheet holding roughly $70 billion in Bitcoin, the milestone would mean institutional validation of a strategy long dismissed by skeptics as reckless, while turning the likes of pension funds into indirect crypto holders in one fell swoop.

Plagiarism?

https://www.bloomberg.com/news/articles/2025-09-04/bitcoin-faithful-bet-on-saylor-s-strategy-being-added-to-s-p-500

I think not. I would certainly hope offering publicly available information on a forum like this doesn't have to be accredited.   

[ChartBuddy]

Explanation
Chartbuddy thanks talkimg.com

[Hueristic]

Major asset manager Strive back on August 14, 2025 said MSTR was just one S&P 500 Index committee meeting away from entry, which has now already taken place. Many on Wall Street expect MicroStrategy (MSTR) to be announced as an addition to the S&P 500 on Friday, September 5, 2025 with a 96% likelihood Strategy will be in the September rebalance.

So, what does this mean for Bitcoin?

If MSTR joins the S&P 500, it would boost institutional demand for Bitcoin by giving passive funds indirect exposure and potentially increasing the stock's price beyond Bitcoin's performance, leading to higher Bitcoin prices as the funds buy MSTR shares and potentially more capital flows into crypto. The inclusion would also symbolize the growing mainstream acceptance of Bitcoin as a digital asset. Passive funds tracking the index would be forced to scoop up nearly 50 million shares, worth around $16 billion at current prices, according to an analysis by Stephens Inc. For Strategy's Saylor, whose relentless capital raising has funded a balance sheet holding roughly $70 billion in Bitcoin, the milestone would mean institutional validation of a strategy long dismissed by skeptics as reckless, while turning the likes of pension funds into indirect crypto holders in one fell swoop.

Plagiarism?

https://www.bloomberg.com/news/articles/2025-09-04/bitcoin-faithful-bet-on-saylor-s-strategy-being-added-to-s-p-500

I think not. I would certainly hope offering publicly available information on a forum like this doesn't have to be accredited.   

It does, put it in quotes and drop a link right below it.

[BTCETFInvestor]

Major asset manager Strive back on August 14, 2025 said MSTR was just one S&P 500 Index committee meeting away from entry, which has now already taken place. Many on Wall Street expect MicroStrategy (MSTR) to be announced as an addition to the S&P 500 on Friday, September 5, 2025 with a 96% likelihood Strategy will be in the September rebalance.

So, what does this mean for Bitcoin?

If MSTR joins the S&P 500, it would boost institutional demand for Bitcoin by giving passive funds indirect exposure and potentially increasing the stock's price beyond Bitcoin's performance, leading to higher Bitcoin prices as the funds buy MSTR shares and potentially more capital flows into crypto. The inclusion would also symbolize the growing mainstream acceptance of Bitcoin as a digital asset. Passive funds tracking the index would be forced to scoop up nearly 50 million shares, worth around $16 billion at current prices, according to an analysis by Stephens Inc. For Strategy's Saylor, whose relentless capital raising has funded a balance sheet holding roughly $70 billion in Bitcoin, the milestone would mean institutional validation of a strategy long dismissed by skeptics as reckless, while turning the likes of pension funds into indirect crypto holders in one fell swoop.

Plagiarism?

https://www.bloomberg.com/news/articles/2025-09-04/bitcoin-faithful-bet-on-saylor-s-strategy-being-added-to-s-p-500

I think not. I would certainly hope offering publicly available information on a forum like this doesn't have to be accredited.   

It does, put it in quotes and drop a link right below it.

I'll try to remember to do that.

[Hueristic]

Major asset manager Strive back on August 14, 2025 said MSTR was just one S&P 500 Index committee meeting away from entry, which has now already taken place. Many on Wall Street expect MicroStrategy (MSTR) to be announced as an addition to the S&P 500 on Friday, September 5, 2025 with a 96% likelihood Strategy will be in the September rebalance.

So, what does this mean for Bitcoin?

If MSTR joins the S&P 500, it would boost institutional demand for Bitcoin by giving passive funds indirect exposure and potentially increasing the stock's price beyond Bitcoin's performance, leading to higher Bitcoin prices as the funds buy MSTR shares and potentially more capital flows into crypto. The inclusion would also symbolize the growing mainstream acceptance of Bitcoin as a digital asset. Passive funds tracking the index would be forced to scoop up nearly 50 million shares, worth around $16 billion at current prices, according to an analysis by Stephens Inc. For Strategy's Saylor, whose relentless capital raising has funded a balance sheet holding roughly $70 billion in Bitcoin, the milestone would mean institutional validation of a strategy long dismissed by skeptics as reckless, while turning the likes of pension funds into indirect crypto holders in one fell swoop.

Plagiarism?

https://www.bloomberg.com/news/articles/2025-09-04/bitcoin-faithful-bet-on-saylor-s-strategy-being-added-to-s-p-500

I think not. I would certainly hope offering publicly available information on a forum like this doesn't have to be accredited.   

It does, put it in quotes and drop a link right below it.

I'll try to remember to do that.

Go back and edit it.

[BTCETFInvestor]

"MicroStrategy (MSTR) seeks S&P 500 inclusion as a Bitcoin-focused company, holding 597,325 BTC with 19.7% annual yield.

Inclusion would trigger forced buying by index funds, injecting billions into MSTR and indirectly amplifying Bitcoin exposure for institutional investors.

As the first Bitcoin-treasury company in the index, MSTR could redefine institutional crypto adoption, though September 2025 risks historical price declines.

S&P 500 approval would institutionalize crypto exposure via a major equity index, potentially driving $120B in institutional Bitcoin demand."

► https://www.ainvest.com/news/microstrategy-500-inclusion-game-changer-bitcoin-exposure-institutional-capital-flow-2509/

[Biodom]

I don't think everyone knows the rules around here from the get go.
..I am glad that he/she/(bot?) cooperated...and no fuss, apparently.

[BTCETFInvestor]

I don't think everyone knows the rules around here from the get go.
..I am glad that he/she/(bot?) cooperated...and no fuss, apparently.

Correct!

[Biodom]

MSTR:

330 calls for sep 12 traded 12.7 thou contracts today
345 calls-15.4 thou
370-13K
700-4.4K contracts (lol)
Now, the most interesting "funny" trade (if the reported data I looked at is correct) is 800 and 810 contracts-13.3K (at 3c)  and 12.7K (also at 3c). Someone probably bought (opened) 800 and sold (wrote) 810.
If volatility spikes, they could start trading at a slight difference in price and, hence, profit to the buyer/writer who is probably one and the same entity.

[ChartBuddy]

Explanation
Chartbuddy thanks talkimg.com