Bitcoin-specific news — protocol activity, scaling layers, and BTC-centric applications.
The wallet hadn't moved since October 2018, when BTC traded near $6,475. A single 2,931 BTC transfer after that long a silence is the kind of flow on-chain desks flag as potential sell-pressure even…
Brian Harrington's thesis is supply math plus decades of fiat debasement: at 21M total supply, fractional holdings compound into outsized influence if Bitcoin's role keeps expanding.
The wallet acquired the stash at $6,513 per BTC in 2018 and hadn't touched it since, making this one of the larger long-dormant profit-taking events of the cycle.
The $216M sale is small versus Strategy's 843,775 BTC stack, but Saylor's deliberately ambiguous caption leaves the next disclosure direction genuinely uncertain.
BTC Yield is sliding, Metaplanet trades below its coin hoard, and the funding shortcut that turned treasury companies into a $100B trade is now the reason the trade is breaking.
A fresh Saylor hint lands while Strategy already sits north of 800,000 BTC, a balance sheet that now equals roughly 4% of all bitcoin ever mined.
Timmer's accumulation zone, last seen at the 2018 and 2022 lows, says bitcoin can sit near support for months. The catch is the missing liquidity catalyst.
The signaling window ends early August, miner backing has never cleared 1%, and node adoption sits in the low single digits.
Two of Bitcoin's loudest institutional voices are now publicly lined up against a policy-style consensus change, framing it as a fork risk and a dangerous precedent for transaction validity.
Fading downside momentum sets up a potential run to $200K-$250K, per the Real Vision chief crypto analyst, framing the rest of the cycle as a structural recovery rather than a relief bounce.
Monthly RSI rarely visits this zone without a structural reset, which is why traders watch it even when the daily chart looks quiet.
Year-to-date ROI of 2026 is tracking the 2018 bear almost candle for candle, with a base-case floor in the high $40K to low $50K range and a balance-price break below $40K as the structural reset…
If untouched Bitcoin is treated as abandoned after five years, every cold wallet becomes a legal liability, and the Institute's amicus makes that exact argument to the court.
The sale cut the company's stash nearly in half and funds its first hyperscaler deal, a signal that the 2025 treasury-company cohort is now a structural source of BTC supply, not demand.
The two risks are real but on very different clocks: quantum is a slow-moving cryptographic threat, while the fee-market gap shows up the moment the next halving cuts the block reward in half again.
A June margin-call cascade on Strategy's STRC and Strive's SATA cut the leading preferred shares as much as 25% below par, yet both recovered, treasuries added BTC, and new issuers like Metaplanet…
The Tokyo-listed bitcoin treasury doubles down on its JPY-rail roots, pairing BTC collateral with stablecoins and tokenized infrastructure to bypass banking-hour settlement constraints.
The thesis is built on the four-year cycle and prior midterm-year templates rather than fresh on-chain capitulation.
A weekly breakout above a multi-year trend line, paired with a record-oversold altcoin monthly RSI, frames a setup the analyst argues only triggers when real macro accumulation windows open.
Geoffrey Kendrick frames recent Strategy-related pressure as a communication problem, not a balance sheet issue, and expects the preferred STRC to recover toward par, easing forced-selling risk on…
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