Strategy Sells $BTC as Bitmine Stacks $ETH in Treasury Pivot
The rotation reads as a structural shift inside the institutional book — the largest corporate BTC holder trimming while Tom Lee's Bitmine pushes toward 5% of all ETH in under a year.
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The rotation reads as a structural shift inside the institutional book — the largest corporate BTC holder trimming while Tom Lee's Bitmine pushes toward 5% of all ETH in under a year.
The decoupling cuts both ways: IGV has reclaimed its 200-day moving average while BTC trades 10% below its own, and the two prior episodes of similarly low correlation preceded Bitcoin's runs to $70K…
Two newly created wallets withdrew 984 BTC — worth approximately $72 million — from BitGo custody within the past hour…
The 'Rich Dad Poor Dad' author frames the long-running gold-vs-Bitcoin feud as a sales pitch, and points investors past both toward the Federal Reserve as the real enemy.
Michael Saylor, executive chairman of Strategy and Bitcoin's most vocal institutional advocate, posted a cryptic…
The Mayer Multiple creator frames falling realized vol as evidence the market has graduated from speculative to institutional — call-selling market makers now actively cap price swings from both…
The $1.3B stack — and a 16-month no-sell stance — lands days before what could be the largest IPO in history, signalling corporate Bitcoin adoption at a new scale.
Rather than anchoring on a single regression line, the framework fits lower- and upper-tail price distributions separately and shows why every cycle since 2018 has topped below the 95th-percentile…
Bitcoin erased earlier losses and surged back above $74,000 after President Trump announced that the U.S. naval…
The two contracts put a public price tag on powered mining campuses, and that number — roughly 67% to 95% above today's $35.88 hash price per petahash per day — now sits inside every operator's…
Michael Saylor's Strategy accumulated Bitcoin at a pace that dwarfed the entire network's mining output in 2026 —…
BlackRock has deposited 2,448 BTC and 28,683 ETH to Coinbase, according to on-chain tracking platform Lookonchain. The…
A hypothetical merger between Tesla and SpaceX would consolidate Elon Musk's corporate Bitcoin holdings into a single…
April PCE at 3.8% headline and 3.3% core didn't deliver the hot print bears feared, but sticky inflation also kills any near-term Fed-cut tailwind — Bitcoin's next leg now depends on spot demand, not…
The <$10-per-address framing is the procedural hook, not the substance: a default win would produce a quiet-title weapon, not Bitcoin's private keys — and the Patoshi-pattern wallets tied to Satoshi…
Premium paid versus premium received gives a cleaner read on sentiment than raw options volume — call buyers chasing upside and put sellers underwriting risk tell different stories about the regime.
Bitcoin has fallen to 13th place among the world's largest assets ranked by market capitalization, a notable slide that…
BlackRock transferred 7,048 BTC — worth approximately $517 million — into Coinbase Prime within a single hour, marking…
The 'super cycle' thesis keeps missing its window while the S&P prints fresh highs for an eighth straight week — when that bid finally breaks, an already-lagging BTC likely catches a harder hit, and…
Bitcoin miners are riding a powerful re-rating wave as Wall Street reprices their infrastructure assets from pure-play…