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🚨 SAYLOR'S STRATEGY IS ABOUT TO GET LIQUIDATED
Not because Bitcoin failed.
Because the STRUCTURE DID.
This isn’t a BTC call.
It’s a BALANCE SHEET PROBLEM.
Saylor didn’t just buy Bitcoin.
He built a LEVERAGED, DEBT-DEPENDENT, RATE-SENSITIVE MODEL.
That model only works when:
> liquidity is easy
> refinancing is open
> rates cooperate
None of that is true anymore.
Markets don’t liquidate beliefs.
They liquidate STRUCTURES.
The risk is not price.
The risk is:
> DEBT LINKAGE
> REFINANCING WINDOWS
> CREDIT CONDITIONS
> SHARED LIQUIDITY SHOCKS
Historically, these setups look unbreakable:
> they survive volatility...

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