Jun 8, 2026 commentary

MSTR Refills Cash Cushion Ahead of Wednesday's Inflation Print

₿ Conviction

MicroStrategy’s Monday 8-K landed, and it did the one thing the market needed it to do: it broke the feedback-loop fear that had been quietly compounding for two weeks. The filing is not a green light to chase — it is a release valve. Coverage is still thin, the bid for BTC is still scarce, and Wednesday’s CPI sits squarely in the way of any cleaner setup.

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