Ran dives into the latest Strategy headlines and explains why the market’s reaction has been far calmer than many expected. He breaks down how investors are beginning to view Strategy differently, why Bitcoin has stayed resilient through the news cycle, and why the broader market still appears firmly in risk-on mode. The conversation explores the strength underneath current sentiment, the role liquidity continues to play, and why, despite growing concerns online, markets may not be as worried as people think. A sharp macro discussion on what’s really driving confidence right now beneath the surface.
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