Curious Cryptos’ Commentary 2nd September 2025 — MSTR & Australia

tl;dr

MSTR is destined for inclusion in the S&P 500 forcing passive funds to buy in size. Australians are about to fund their retirement with BTC.

Market Snap

Market Wrap

After a long weekend due to the ironically named Labor Day holiday and consequently thin markets, price action was less volatile than it might have been.

A continuation of this short-term and localised sell-off is to be expected this week, and probably next week too.

Occasional Series — Megalomaniac Xi

At the anti-democracy summit held in Beijing at the command of dictator Xi, flanked by his murderous henchmen, he made this startling claim:

“All countries, regardless of size, strength or wealth, should equally participate in, decide on and benefit from global governance”.

Yeah, right. I believe you.

Curious Cryptos’ Commentary — Strategy (MSTR)

MSTR’s quarterly results reported a month ago were mightily impressive:

“Earnings Highlights

• $14.0 billion of Operating Income in Q2
• $10.0 billion of Net Income in Q2