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Strategy has held its 818,334 BTC at a buy-and-hold model for years — Saylor now says the firm will 'probably sell some bitcoin to pay a dividend,' the first crack in that thesis and the reason MSTR…
An on-chain transfer of 28,000 ETH — worth roughly $66.3 million at the time of the move — was flagged flowing from an…
The headline-grabbing number is the unrealized loss on 818,334 BTC, but the broader tape tells a different story — five straight weeks of digital asset inflows, Morgan Stanley rolling out spot…
Michael Saylor's Strategy reported a $12.54 billion net loss for Q1 2026, with the damage almost entirely driven by a…
Address 0x128e just put $499,900 USDC behind a 40x leveraged short on 250 BTC — a $20.32M notional bet with a liquidation line at $82,236.61.
Michael Saylor said Strategy will 'probably sell some Bitcoin to fund a dividend,' framing the move as a deliberate…
25K $ETH (≈58.8M) moved from unknown wallet to Beacon Depositor.
Eighteen months of dividend coverage and a $12.54B Q1 net loss force the issue: the strategy that bought 818K BTC on credit now has to sell some of it to keep the model solvent.
The paper loss reflects the GAAP accounting on a 22% larger BTC stack, not a sale — but it lands as Strategy's equity trades far below its bitcoin holdings' market value.
The quote is the headline, but Lubin's actual argument is structural: Ethereum's early ERC-20 design lets TradFi issue tokenized assets without spinning up new chains — and that asymmetry is what…
898 $BTC (≈73.3M) moved from #Binance to unknown wallet.
772 $BTC (≈63M) moved from Coinbase Institutional to unknown wallet.
934 $BTC (≈76.2M) moved from unknown wallet to Coinbase Institutional.
Self-directed investors are routing around the wealth giant's 16,000-advisor network to buy MSBT, suggesting the retail bid for spot bitcoin exposure now runs wider than any single gatekeeper.
Romero framed the industry as a barbell — speculation and stablecoin rails carrying real flows, with most other verticals still searching for fit.
The signal isn't a single quarter's flow — it's the convergence of tokenized stock rails, 24/7 settlement, and a regulatory thaw reshaping how global investors reach AI-era US names.
Issuers at Consensus Miami made the case bluntly: the line between crypto and TradFi is gone, and ETF plumbing is what's doing the erasing — standardizing custody, unlocking Asia, and setting up the…
CME Group has announced it will list Bitcoin volatility futures on June 1, adding a dedicated instrument for trading…
Hayes framed the cull as a normal replacement cycle — closer to S&P 500 turnover since 1929 than a sector wipeout — and argued the altcoin ecosystem survives by rotating, not dying.
The $12.54B loss is a paper mark on 818,334 BTC, and Saylor kept buying through it — the Q1 print is largely priced in, the earnings call is the real catalyst.
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