I made a mistake, and the attention of the past few days was all on various micro-strategy treasury stocks, ignoring Galaxy Digital, the driving force behind these companies. This is the over-the-counter platform + asset management company that digested the $9 billion Bitcoin whale selling pressure not long ago. My North American counterparts today tell me that they are the ones behind this round (not Pantera No wonder stocks pulled 50% in a few days, and inside information rushed away. CEO bald head, the last round created a huge wheel and bubble like Luna, this cycle really has the ability to create another one.

Sure enough... it got a buy rating, but it's still too late.