Strategy Sells 3,588 BTC for $216M, Trims Bitcoin Holdings
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.
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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.
821 $BTC (≈51.6M) moved from Coinbase Institutional to unknown wallet.
821 $BTC (≈51.7M) moved from Coinbase Institutional to unknown wallet.
Palantir and Strategy both peaked around their Nasdaq 100 inclusion dates and then bled for months. SpaceX enters at a 28% drawdown already, after a 50% post-IPO surge the market may have fully…
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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.
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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…
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CoinGecko's top 10 holds unchanged as of 09:00 UTC on 06 Jul — same tickers, same order, no boundary crossings. The…
The roadmap spans seven upgrades and a full storage overhaul, but Hegota in 2026 is likely the last fork before the long Lean cycle starts, putting the catalyst years out from current price action.
Single-wallet outflows this size rarely print in isolation; the read is whether other long-dormant addresses follow before the next macro tape.
A heavy macro calendar collides with a structural shift in the Nasdaq 100, where SpaceX arrives as the index's fourth Bitcoin-holding constituent at 18,712 BTC.