MSTR (Strategy) on the DeltaSignal track record.
This page collects every DeltaSignal track record entry for MSTR (Strategy): 3 published calls, May 16, 2026 to May 27, 2026. Every entry was graded correct against the outcome it called, and each one links its entry on the track record page, the article, and the original post on X.
Entry 27 of 32 · TRANSITION · C190
May 16, 2026
MSTR · MSTR’s Premium Machine Is Starting to Squeak
The call, as published
"Premium compression risk rises if dilution moves higher, Bitcoin remains below the dilution-adjusted breakeven level, financing gets more expensive, or BTC per assumed diluted share stalls."
Window, as published
1–3 months horizon
Resolved as called
Bitcoin stayed below the article breakeven throughout the window, basic mNAV fell to 0.68x, financing weakened, issuance turned dilutive, and Strategy sold Bitcoin.
This entry on the track record·Read the article·Original post on X
Entry 28 of 32 · TRANSITION · C191
May 27, 2026
MSTR · MSTR May 26 Event: The Trigger Happened. Now the Market Has to Prove It.
The call, as published
"In this path, the event remains active but does not produce enough post-event evidence to support a strong MSTR-specific divergence claim."
Window, as published
Through T+5
Resolved as called
Through T+5, MSTR fell 14.9% against Bitcoin at 12.1%, with higher volume on down moves and no clean MSTR specific separation.
This entry on the track record·Read the article·Original post on X
Entry 29 of 32 · TRANSITION · C193
May 27, 2026
MSTR · MSTR May 26 Event: The Trigger Happened. Now the Market Has to Prove It.
The call, as published
"In this scenario, MSTR's movement is mostly explained by BTC-linked exposure."
Window, as published
Through T+5
Resolved as called
MSTR and Bitcoin moved in the same direction on all five sessions through T+5, and MSTR fell about 1.2x the Bitcoin move.
This entry on the track record·Read the article·Original post on X