Strategy's $42B Bitcoin Bet Comes With a Backdoor to Sell It All
The world's largest corporate Bitcoin holder just admitted it might need to sell, and the irony is almost too perfect.
Continue reading ›
The world's largest corporate Bitcoin holder just admitted it might need to sell, and the irony is almost too perfect.
Continue reading ›
Bitcoin just became the rails for stablecoin payments without asking your permission to swap assets first. Breez launched an SDK that routes payments from Bitcoin balances to recipients in USDC and USDT across 30+ blockchains, with users never holding stablecoins themselves
Continue reading ›
While MicroStrategy's Saylor pauses Bitcoin buys, Tom Lee's BitMine just made its smallest ETH purchase in eight weeks and called it a buying opportunity. BitMine Immersion Technologies added $43 million in Ethereum while Strategy (MicroStrategy's successor) halted Bitcoin accumulation entirely
Continue reading ›
Michael Saylor just did what he swore he'd never do: opened the door to selling Bitcoin. Strategy adopted a new capital framework that raises STRC dividends to 12%, authorizes $2B in buybacks, and permits up to $1.25B in Bitcoin sales to fund reserves and obligations.
Continue reading ›
Michael Saylor just pressed pause on the most aggressive bitcoin accumulation strategy in corporate history and announced he might actually sell some.
Continue reading ›
The crypto world spent years worrying quantum computers would break Bitcoin's encryption, but the real story is who's funding the threat and why they're moving now. BlackRock, Nvidia, and Temasek are pouring billions into quantum computing as venture capital funding in the sector hits record levels
Continue reading ›
The rebrand says the quiet part loud: traditional banking infrastructure can't handle tokenized assets without becoming something else entirely.
Continue reading ›
The company that tokenized BlackRock's money market fund is about to become public market fodder itself. Securitize is closing a $400 million SPAC merger with Cantor Fitzgerald on July 1, debuting on the NYSE July 2 under ticker SECZ
Continue reading ›
While Bitcoin ETFs leak capital like a punctured water tank, XRP products are quietly stacking their eighth consecutive week of inflows. XRP ETFs logged $22.99M in net inflows last week while Bitcoin ETFs hemorrhaged hundreds of millions as BTC dropped below $60,000
Continue reading ›
The market just called Michael Saylor's bluff, and the answer is worth less than the chips on the table. Strategy's market cap has fallen below the value of its Bitcoin holdings, breaking the premium that funded years of aggressive accumulation
Continue reading ›
The institutions that were supposed to be the smart money just set a record for being wrong. $4 billion flowed out of U.S. spot bitcoin ETFs in June, making it the worst month on record since these products launched.
Continue reading ›
The AI buildout just ate crypto's lunch—$648 billion that might've chased the next cycle is now pouring concrete for chip fabs instead.
Continue reading ›
The money that made crypto is now hunting bigger game, and the irony is perfect: to save crypto VC, they're leaving crypto behind. Major crypto venture firms are expanding investment mandates beyond crypto-native projects, chasing AI, fintech, and traditional tech deals.
Continue reading ›
South Korea's traditional finance wall is cracking, and the institutions rushing through are measuring positions in pre-IPO stakes, not tentative experiments.
Continue reading ›
The head of America's largest bank just picked a fight with the Senate's loudest crypto advocate, and the regulatory clarity Wall Street claims to want is suddenly unwelcome when it doesn't come with the right gatekeepers.
Continue reading ›
The Bank for International Settlements just told every stablecoin issuer they're building the wrong future. The BIS warned that private stablecoins risk fragmenting the global financial system, falling short of requirements for "sound money"
Continue reading ›
The stablecoin wars just got institutional backing at scale. Invesco filed an SEC registration for a tokenized money market fund designed to serve as reserves for stablecoin issuers, targeting a market projected to hit $4 trillion by 2030
Continue reading ›
The halving cycle that Bitcoin believers worshipped like scripture just got called a myth by one of its loudest evangelists. Samson Mow claims Bitcoin has bottomed, arguing the traditional four-year halving cycle no longer applies to market timing
Continue reading ›
The corporate Bitcoin treasury playbook just hit its first real stress test, and the cracks are showing in real time. Grayscale's strategy team plans to sell $3B in Bitcoin to meet cash obligations as Bitcoin fell to $58K, a 21-month low triggered by US PCE inflation hitting a three-year high
Continue reading ›
When your corporate treasury is a meme and your preferred shares trade 25% below face value, you either pivot or double down. Saylor chose charts.
Continue reading ›