MSTR stress test: no death spiral, but BTC per share collapses 94%
The modeled share price floor is $1.01 with BTC per share compressed from 138,161 sats to 7,884, and the claim ratio nearly doubles as 115,727 BTC get liquidated to service debt.
Every crypto post from the last 24 hours.
The modeled share price floor is $1.01 with BTC per share compressed from 138,161 sats to 7,884, and the claim ratio nearly doubles as 115,727 BTC get liquidated to service debt.
The injected code sat on the site frontend rather than in Polymarket's core contracts, but the read for prediction markets is harder: vendor risk now sits inside the user-trust boundary, not outside…
The purchase is small relative to the 876,285 ETH treasury, but the resume of accumulation after a long pause matters more than the size of the single transfer.
Two fresh large-wallet withdrawals from Coinbase Prime and FalconX landed in the same hour, a buy-the-dip signal worth more than the headline price drop suggests.
Cathie Wood's funds added to all four crypto-linked names on a down day, a buy-the-dip stance the ARK brand has leaned into for years and that lands differently with Circle and Bullish now public.
The MSTR drawdown and a Rosen Law class-action probe are dominating crypto Twitter, but the long-term-holder cost-basis signal has only flashed at four prior cycle bottoms, and it just printed a new…
The biggest consensus-layer change since Shelley in 2020 is running on a public testnet now, with mainnet throughput projected at 5-20x while preserving Praos security.
The base case looks plausible next to Standard Chartered's $8 target and 21Shares' $2.69 floor, but the chart still trades below its 200-day average and the bear case bottoms at $0.13 if adoption…
A short-fuse forecast from xAI's Grok frames current levels near $61K as accumulation territory, with the 200-week moving average as the structural floor the bull case rests on.
The package extends beyond named exchanges to the rails themselves, signalling the bloc is treating Russian crypto evasion as infrastructure risk rather than a name-and-shame exercise.
A $60M-raised ZK L2 folding its native chain to live as a product studio on Base signals the infrastructure layer is consolidating and the application layer is where new teams are now spending.
The hold is not a ban. It signals the federal government is now stepping into the release cadence of frontier AI, not just the policy framework around it.
Payward (Kraken's parent) is reportedly circling a 15% stake at a $385M valuation. Kulechov's rejection reframes the fight: Aave's founder wants M&A offers benchmarked to AAVE's FDV, not its…
The world's largest stablecoin now sits on a US debt book larger than most sovereign wealth funds, and Kevin Warsh's Fed has no playbook for what that means when Treasury markets seize.
The executive chairman reframes MicroStrategy's five outstanding preferred issues as a new asset class for public Bitcoin exposure, even as STRC and the rest trade below par.
The $2.5T asset manager joins BlackRock, State Street and ProShares in chasing a market Citi sizes at $4T by 2030, and the GENIUS Act just made the entry price lower.
The four-year cycle didn't fail at the top, the analyst argues, so the same playbook that flagged prior bottoms is worth watching: time-based ROI, MVRV Z, and price levels below realized.
Three crypto YouTubers argue the action has migrated to memory makers like Micron and SanDisk while digital assets wait out a midterm-year correction before a Q4 rotation back.
The bill's structural market clarity gets one realistic window before the housing debate consumes the floor, and a procedural stall now would push meaningful crypto legislation past the summer.
The new fund is built around the GENIUS Act's reserve framework, slotting a trillion-dollar asset manager directly into the compliance plumbing stablecoin issuers now need.