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Head of research Zach Pandl frames the shift as a structural de-risking for the largest corporate BTC holder, with a more durable price floor as the read for Bitcoin itself.
The reserve is real policy now, but the mechanics of accumulation, custody, and congressional buy-in still shape how big a balance-sheet item it becomes.
The milestone only confirms what the dashboard already showed: EasyMining's hashrate hashrate pool added 1,168 BTC to its books in about two and a half years.
Analysts see the move trimming the single biggest overhang on $BTC's drawdown path, but the market has watched this trade get repriced twice already.
Trump family-backed American Bitcoin crosses 8,000 BTC as it leans into a Hut 8 partnership, even as its stock has shed more than 60% year to date.
Hashprice compression and BIP-110 signaling at 0.42% since May 1 put the burden on miners to decide whether a fee-policy fork is worth splitting the hashrate over before the August lock-in.
Matt Cole argues the panic around Bitcoin treasury companies is misplaced, framing Strategy's selling as a founder-led rotation rather than a vote against the asset.
Spot selling has cooled, futures open interest is rising, and ETF outflows are drying up. The Glassnode Week 28 pulse says the structure looks resilient, with a hot-capital overlay that could shake…
The sale funds dividends on Strategy's STRF, STRE, STRK, STRD, and STRC preferred tranches, not a treasury rotation, but it shatters the company's 'only buys' narrative.
The sale funded preferred-stock dividends and replenished USD reserves, but the bigger signal is the unrealized loss on 843,775 BTC now sitting in the company's treasury.
The first meaningful disposition since 2024 shrinks the treasury by roughly 0.4% and lands directly into Q1 income, reframing Strategy from buyer to opportunistic seller.
The two-year breakeven falling under the Fed's target is the structural signal; the dollar's downside if that read holds is the BTC trade, with the June CPI print on July 14 as the next catalyst.
A 54% drawdown is harsh in absolute terms, but Bernstein reads it as benign versus the 75–90% wipeouts of prior cycles, and MicroStrategy's 2026 buying keeps a structural bid under the market.
BTC's 365-day risk-adjusted return just hit its lowest since late 2022, but the same reading marked the cycle floor in 2015, 2019 and 2022, framing the drawdown as maximum seller exhaustion rather…
Bitcoin has traced a near-identical 2026 price path to 2018: February low, higher low in March-April, lower high in May, June sweep to $57K, with the cycle thesis now pointing to an October bottom…
A new Block Research deep dive surveys how SWFs are sizing crypto, what they are actually allocating to, and why the pace of adoption hinges on mandate rewrites rather than conviction.
The Miner Cycle Stress Composite has slipped into its undervalued band for the first time since 2015, the same signal that marked every prior major Bitcoin bottom from 2018 through 2024.
The shift is procedural, not a vote, but the SEC commissioner publicly backing a summer timeline and Saylor pressing Trump turns this from commentary into a legislative clock the market is now…
If Bitcoin's four-year cycle thesis holds, most altcoins may never reclaim their highs. A counter-read argues they are tracking the macro business cycle and the real move is still ahead.
MicroStrategy's executive chairman posted a fresh 'Digital Energy' hint, the same framing that has preceded several prior BTC adds since Strategy became the largest corporate holder.
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