cycle psychology is the overlooked driver of spot-led moves: reading the Strategy Adds tape

Attention jumps quickly; capital moves more slowly.
Put beside current chatter on “Strategy Adds 811 Bitcoin and Repurchases $208.2M of STRC Shares,” the incentive problem looks clearer.
For operators, process beats prediction when the tape is noisy.
Attention jumps quickly; capital moves more slowly.
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