Strategy sits on $13B unrealized BTC loss!
Michael Saylor's Strategy — formerly MicroStrategy — is now carrying an unrealized loss of $13 billion on its Bitcoin…
Strategy sits on $13B unrealized BTC loss!
🩸BEARISH
Business
Institutional
Institutional crypto activity — corporate treasuries, custody mandates, pension and endowment moves, and bank involvement.
WatcherGuru
Strategy, Bitmine Face $23B Unrealized Losses on BTC, ETH Holdings
🩸BEARISH
Strategy, Bitmine Face $23B Unrealized Losses on BTC, ETH Holdings
Artemis data shows only one major digital asset treasury — Hyperliquid Strategies — is still in the green, with roughly $1.2B in unrealized gains.
WuBlockchain
Morgan Stanley lets clients lend BTC for in-kind spot ETF…
🔥BULLISH
Morgan Stanley lets clients lend BTC for in-kind spot ETF…
Morgan Stanley has opened a new pathway for clients to lend Bitcoin and other crypto assets for use in in-kind spot…
TheBlock
IBIT records $33M BTC inflow, snaps BlackRock outflow streak
🔥BULLISH
IBIT records $33M BTC inflow, snaps BlackRock outflow streak
The 537 BTC net add is small in dollar terms, but the directional flip matters: BlackRock's spot ETF had bled for consecutive sessions, and the buyer's pattern has historically tracked local BTC…
Lookonchain
CME CEO warns perpetual futures are a 'disaster waiting to…
🩸BEARISH
CME CEO warns perpetual futures are a 'disaster waiting to…
CME Group CEO Terry Duffy has issued a stark warning about the push to introduce perpetual futures contracts in US…
SpaceX IPO bars investors from China and Hong Kong
〽️NEUTRAL
SpaceX IPO bars investors from China and Hong Kong
SpaceX is reportedly restricting investors from China and Hong Kong from participating in its anticipated IPO…
CoinTelegraph
Forward Industries transfers 455K SOL to Coinbase Prime custody
〽️NEUTRAL
Forward Industries transfers 455K SOL to Coinbase Prime custody
The transfer reads large on paper, but the company's prior Coinbase Prime moves were custody and staking rebalances — not sales — leaving its 7M-SOL treasury balance intact.
Siblings whale buys 32,919 ETH at $1,762, sits on $2.8M loss
🔥BULLISH
Siblings whale buys 32,919 ETH at $1,762, sits on $2.8M loss
Another wallet — 0x466a — added 20,201 $ETH an hour later, borrowing 34M $USDT from Aave to do it. Two coordinated dip-buyers, both underwater.
BTC Treasuries Lose $62B as MicroStrategy, Tesla Lead Rout
🩸BEARISH
BTC Treasuries Lose $62B as MicroStrategy, Tesla Lead Rout
Strategy alone carries roughly $11B in unrealized losses on 843,706 BTC, with $10B+ already sitting on the books of the eight largest pure-play holders before the latest leg down.
Crypto News
a16z wallet withdraws 224K HYPE, now holds $322M in tokens
🔥BULLISH
a16z wallet withdraws 224K HYPE, now holds $322M in tokens
The 224K HYPE withdraw is a flow signal; the $131M paper profit at an average cost of $46.7 is the conviction signal — a16z keeps adding while the mark sits well above its entry.
Whales Withdraw $20M in $HYPE From Coinbase in 8 Hours
🔥BULLISH
Whales Withdraw $20M in $HYPE From Coinbase in 8 Hours
Two fresh wallets have now drained $75.8M in $HYPE off centralized venues in three days — a pattern of accumulation that echoes the early-inning institutional bids seen across majors this cycle.
Glassnode Brings 800+ On-Chain Metrics to Snowflake Marketplace
🔥BULLISH
Glassnode Brings 800+ On-Chain Metrics to Snowflake Marketplace
The first provider to bring full-history on-chain analytics into Snowflake's warehouse, with append-only point-in-time data that finally makes crypto backtests survivable to a quant audit.
Glassnode
DDC Enterprise lifts BTC holdings to 2,804 amid market dip
🔥BULLISH
DDC Enterprise lifts BTC holdings to 2,804 amid market dip
DDC Enterprise has raised its Bitcoin holdings to 2,804 BTC, leaning into recent price weakness with a deliberate…
Arthur Hayes dumps $18M in HYPE despite his own $150 price…
🩸BEARISH
Arthur Hayes dumps $18M in HYPE despite his own $150 price…
Arthur Hayes, the co-founder of BitMEX and one of crypto's most-followed macro traders, sold 247,334 HYPE tokens worth…
Siblings borrows 10M USDT, buys 5,589 ETH at $1,789
🔥BULLISH
Siblings borrows 10M USDT, buys 5,589 ETH at $1,789
A known dip-buyer just levered up on Ether via Spark, with the on-chain footprint suggesting conviction rather than rotation.
Strategy sits on $11.5B unrealized BTC loss!
🩸BEARISH
Strategy sits on $11.5B unrealized BTC loss!
Michael Saylor's Strategy — the publicly traded firm that has made Bitcoin accumulation its core corporate identity —…
BMNR files $300M preferred stock with 9.5% weekly dividend
🔥BULLISH
BMNR files $300M preferred stock with 9.5% weekly dividend
The Ethereum-treasury play borrows Michael Saylor's preferred-equity playbook just as Strategy's own STRC slips below par, testing whether the funding template survives a 4.5% ETH position sitting on…
CoinDesk
Bitmine's $8.9B Ethereum Loss: ETH Falls Below $1,800
🩸BEARISH
Bitmine's $8.9B Ethereum Loss: ETH Falls Below $1,800
Tom Lee's Bitmine, the largest corporate ETH holder, is down 28% in three weeks with 5.4M ether underwater — a stress test for the equity-financed treasury playbook as the broader DAT cohort slips…
Strategy sits on $8.5B unrealized BTC loss!
🩸BEARISH
Strategy sits on $8.5B unrealized BTC loss!
Michael Saylor's Strategy — formerly MicroStrategy — is currently sitting on an $8.5 billion unrealized loss on its…
Fed flags rising loan delinquencies and private credit…
🩸BEARISH
Fed flags rising loan delinquencies and private credit…
The Federal Reserve has reported a modest but notable increase in loan delinquencies through 2025, while simultaneously…