# Bitcoin — X 热门讨论 (2026-09-19 00:49 UTC)
## @RaoulGMI (Raoul Pal) · 09-18 22:56 · ♥467 ↻35 💬35 My view for a couple of months is that BTC outperforms the NDX going forwards as fiscal dominance and the need to refinance meets The Everything Code (the need for more liquidity to fund it). As rates broke higher, crypto rose sharply... there is signal in that... 1/ https://t.co/EvwnVW2q03 https://x.com/RaoulGMI/status/2101082909474210214
## @TaikiMaeda2 (Taiki Maeda) · 09-18 23:13 · ♥360 ↻27 💬39 $20,000 $ZEC is possible.
I am being 100% serious. Zigher. > 引用 @TaikiMaeda2: Zcash: Can ZEC hit $20,000 this cycle?
0:00 Bull Market Pep Talk 3:20 $ZEC Price Targets: Is $20k possible? 16:52 Understanding and Monetizing Risk 27:30 Trading Styles, Position Sizing & Construction 30:40 Inject the Bullishness in Your Veins https://t.co/PiRlCDb1sc https://x.com/TaikiMaeda2/status/2101087265405685923
## @chooserich (Nick O’Neill) · 09-18 19:57 · ♥306 ↻7 💬94 I’m having fomo over my own portfolio…
This is basically as good as it gets! https://t.co/qBUsVKG8UQ https://x.com/chooserich/status/2101037855933890721
## @ZynxBTC (Zynx) · 09-18 19:01 · ♥302 ↻15 💬22 One single trading day for $MSTR.
Share price: $132.25 --> $151.88 mNAV: 1.13 --> 1.20 Market cap: $55.6B --> $63.9B Balance sheet: $71.8B --> $74.9B
The Bitcoin bull market has only just started.
The bears should be worried. > 引用 @ZynxBTC: Big day for $MSTR.
Up 13.38%.
The 2030 Convert A is now in the money.
This matters more than you think.
When a convert goes back in the money it starts behaving like equity rather than debt, because holders expect to convert rather than demand cash.
Senior claims sitting above the preferreds effectively disappear.
Less debt above, more collateral below.
This is the mechanism that dragged STRC down in June and it's now running in reverse.
Credit quality improves, spreads tighten and the path back to par gets easier.
Everything gets better in a Bitcoin bull market.
You are not bullish enough. https://x.com/ZynxBTC/status/2101023926486761852