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Strategy (formerly MicroStrategy) is currently navigating the most complex regime in its four-year history as a corporate Bitcoin treasury.
The company, which transformed itself from a steady enterprise software provider into the world’s largest corporate holder of BTC, is facing a convergence of headwinds that threaten the structural mechanics of its valuation.
For years, the Tysons Corner-based...
CME FedWatch now implies better than 70% odds that the Federal Reserve will cut rates by 25 basis points at its Dec. 9-10 meeting, dropping the target range from 3.75%-4.00% to 3.50%-3.75%.
That marks a dramatic intraday reversal on Nov. 21, when New York Fed President John Williams told reporters the Fed can still trim rates “in the near term” without threatening its 2% inflation target.
A few...
The story of corporate Bitcoin adoption is often told as a parade of logos. New CFO decides to be bold. Board nods. Treasury buys coin. Number go up.
That parade has not shown up for two months. According to BitBo’s treasuries tracker, the last fresh company to join the BTC-on-balance-sheet club was GD Culture Group on September 18. Since then, it’s been nothing new, and the “new entities” table...
Are crypto IPOs the most accurate top signal, or just a tell investors keep retesting because it feels true during late-cycle heat?
The tape offers a clean cluster to examine. Coinbase’s direct listing arrived on April 14, 2021, the precise day Bitcoin set a then record near $64,000.
Stronghold Digital Mining priced its IPO on Oct. 19–20, 2021, about three weeks before Bitcoin’s Nov. 10 peak near...
Digital wallets won the payments war. By mid-2025, around 65% of US adults used them, accounting for 39% of e-commerce and 16% of in-store transactions.
Apple Pay and PayPal are boring infrastructure now, the default way millions move money without thinking about it.
Web3 wallets are not. A September Mercuryo and Protocol Theory study of 3,428 US adults found that only 13% consider crypto wallets...
The cryptocurrency market is currently navigating its most severe liquidity stress test since late 2022, with more than $1 trillion of value lost in the past month.
While the headline volatility centers on Bitcoin, the structural damage is permeating deeply into large-cap assets such as XRP and Ethereum.
These parallel breakdowns are not isolated incidents. They represent a synchronized liquidity...
BlackRock registered the iShares Staked Ethereum Trust in Delaware on Nov. 19, opening a path toward the firm’s first staked Ethereum ETF in the US.
The state-level trust registration does not constitute a formal Securities Act of 1933 application. Still, it positions BlackRock to launch a yield-bearing ETH product once the SEC permits staking inside ETF wrappers.
The filing follows a separate...
The United States could generate up to $14 trillion in cumulative value if 1% of federal taxes are paid in Bitcoin over the next two decades, according to new modeling from Bitcoin Policy Institute presented alongside Rep. Warren Davidson’s Bitcoin for America Act.
The bill, introduced on Nov. 20, would allow taxpayers to settle federal liabilities in Bitcoin and direct every incoming coin into...
Bitcoin’s break below $85,000 triggered more than $2 billion in crypto derivatives liquidations within 24 hours as risk assets came under pressure again.
BTC briefly approached $85,000 earlier in the week before bouncing, but momentum for a recovery was minimal as it broke down as low as $81,600 overnight.
Bitcoin liquidations hit $2 billion overnight
CoinGlass data shows more than $2 billion in...
BitMine, once hailed as a potential digital-asset equivalent of Berkshire Hathaway, envisioned itself locking down 5% of all Ethereum’s circulating supply.
Its core strategy was to turn its corporate balance sheet into a long-term, high-conviction bet on the blockchain network’s infrastructure.
Today, that ambitious vision has collided with a brutal market reality. With Ethereum tumbling by over...