Monday, March 9, Till When Will Saylor's Strategy Keep Buying Bitcoin?

This episode links geopolitics and macro risks to big crypto moves: USDT is being routed back to Bitcoin via UT EXO/UTXO, while STRC funds drive large BTC purchases.

Key Takeaways

Strait of Hormuz closure restricts ~20% of global oil; shipping suspensions, pulled war-risk insurance and $423k/day freight rates raise inflation risks that pressure crypto markets.
CPI and Fed decisions loom: Truflation 0.87% vs official 2.4% shows divergence; a cool CPI could lift risk assets, while a hot print keeps the Fed hawkish (CME: 95.5% unchanged odds).
USDT supply tops $180B, mostly on Tron and Ethereum; Lightning and RGB maturity plus UTXO/UT EXO aim to return USDT natively to Bitcoin to improve settlement security.
UT EXO provides a single API to root USDT on Bitcoin, routing existing USDT flows for exchanges, wallets, payment providers and HFTs while abstracting Lightning channel and state management.
Strategy's STRC perpetual preferred pays 11.5% annually; its July 2025 $2.5B IPO funded ~21,000 BTC, recent volumes imply thousands more bought, and the firm now holds ~720k BTC (~3.4% supply).

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