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Joao Wedson highlights his early commentary on MSTR, now called Strategy, and his focus on the company’s data and statistics.
He notes that in 2024, an executive made a significant sale of shares worth millions of dollars at the all-time high. Since that transaction, Strategy’s stock has been trending.
Wedson has previously pointed to data-driven market signals, such as comparing Bitcoin and Ethereum exchange reserves for performance indicators. He has also identified a shift among on-chain crypto analysts toward narrative-driven analysis in recent years. These past observations reflect his ongoing emphasis on company and market statistics.