BTC treasury: Strategy adds 1,550 BTC as Fear & Greed hits 8

Strategy added 1,550 BTC for $101.3 million, lifting its treasury to 845,256 BTC, while the Crypto Fear & Greed Index collapsed to 8 — deep in Extreme Fear territory — as a wave of policy and macro headlines hit the tape. Senator Cynthia Lummis said the Clarity Act has passed committee and now heads to the House floor, telling supporters "we did not come this far to quit at the 5 yard line." The US House Ways and Means Committee circulated seven draft bills on digital asset taxation ahead of a Tuesday hearing, signaling Congress is moving on the tax side in parallel with the market-structure bill.

Why it matters

The Clarity Act's committee passage is the structural beat: a US digital-asset market-structure bill reaching the House floor reframes the regulatory ceiling for the sector. The Ways and Means tax drafts run in parallel, and a Wednesday White House meeting with law enforcement will weigh whether certain anti-money-laundering provisions go too far. Coinbase CEO Brian Armstrong's prediction that 80% of AI workloads will run on 99% cheaper models within 12–18 months matters for crypto infrastructure operators whose compute bills are dominated by inference. Peter Schiff's pushback on Jamie Dimon's call for bank-level capital rules on crypto firms underscores that even the loudest TradFi skeptics of digital assets are split on how to police them.

Market impact

The Fear & Greed reading of 8 is a five-year-low style print and typically marks forced-seller exhaustion zones — combined with Strategy's continuing accumulation, the on-chain bid is diverging from the sentiment gauge. Citrini Research flagged Hyperliquid ($HYPE) as a compelling investment, noting it has accounted for nearly half of all crypto token buybacks in 2025, a flow signal worth tracking. Nvidia CEO Jensen Huang brushed off the global chip-stock selloff, telling investors they should "be very excited" they can buy at cheaper prices, and President Trump said there is "no reason to raise interest rates" — both rate-path inputs the macro desk is reading into crypto into the close.