u/JulianHabekost

2 theses · first seen Jun 2, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	2	2	2	100%	-4.9%	-4.9%
3d	2	2	2	100%	-10.8%	-10.8%
1w	2	2	2	100%	-10.8%	-10.8%
1m	0	0	0	—	—	—
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$BTCDDbearish

u/JulianHabekost · 9d ago1 prior · awaiting results

MSTR/Strategy: Saylor invented a Kamikaze Machine to Pop Bubbles, to bring Bitcoin to 0$

Bitcoin is structurally vulnerable to collapse via MSTR's forced selling as the company's holdings go underwater. The extended timeline creates a prolonged Mexican standoff where buyers will wait out MSTR's anticipated capitulation, leading to sustained downward pressure and potential decline toward zero.

At post $29.72Now $27.38-7.9% since postedas of Jun 10, 4:59 PM ET

1d-2.7%

3d-10.2%

1w-7.7%

1m—

3m—

6m—

1y—

original post →

$MSTRDDbearish

u/JulianHabekost · 9d ago1 prior · awaiting results

MSTR/Strategy: Saylor invented a Kamikaze Machine to Pop Bubbles, to bring Bitcoin to 0$

MicroStrategy is a leveraged Ponzi scheme holding 3% of Bitcoin, now underwater on its holdings. As it begins selling Bitcoin to service debt and pay dividends, the cascade effect will trigger panic selling, destroying both MSTR and dragging Bitcoin toward zero over a multi-year period.

At post $136.08Now $115.35-15.2% since postedas of Jun 10, 4:59 PM ET

1d-7.0%

3d-11.5%

1w-14.0%

1m—

3m—

6m—

1y—

original post →

End of results.