MicroStrategy (now Strategy) is in its most consequential phase since adopting Bitcoin as its primary treasury asset. The company’s mNAV (microstrategic net asset value) premium has fallen to 1.04x, effectively erasing the valuation buffer that once powered its dramatic outperformance versus Bitcoin itself. The shift marks a regime change, with Strategy’s future no longer hinging
U.S. Senator Cynthia Lummis, a prominent Bitcoin advocate and co-sponsor of the BITCOIN Act proposing a strategic Bitcoin reserve, expressed strong concern over a recent BTC sell by the U.S. government. The BTC seized from the Samourai Wallet founders needs to be added to the Strategic Bitcoin Reserve, as per an executive order.
Bitcoin price has extended its upward momentum after breaking out of a recent consolidation pattern. The breakout signals growing confidence that BTC may be preparing for a larger move. Rising spot Bitcoin ETF inflows mirror historical conditions that previously preceded sharp price advances, strengthening the bullish narrative forming around the asset. Bitcoin ETFs Show Rising
Bitcoin accumulation by whales and recent profit-taking by retail traders could be seen as bullish and lead to more upward market momentum, according to Santiment. Crypto markets “typically follow the path of key whale and shark stakeholders, and move in the opposite direction of small retail wallets,” said on-chain analytics platform Santiment on Monday. Whales
The son of legendary investor Bill Miller has joined a chorus of analysts who predict Bitcoin will set a new all-time high this year, buoyed by regulatory momentum in the US and continued adoption on Wall Street. “Technicals are really starting to line up and it looks like it’s ready to go again. I personally
Key Takeaways Strive acquired approximately 102 Bitcoin, reaching a total of 7,627 BTC. Shares of Strive surged 15% in intraday trading on Monday. Strive stock rose about 15% during Monday’s session, per Yahoo Finance. The rally came alongside a rise in Bitcoin prices to $94,000, representing a 3% advance over 24 hours. The publicly traded
Fundstrat Global Advisors co-founder Tom Lee said Monday Bitcoin BTC$92,457.12 has not yet peaked and could reach a new all-time high as soon as this month, doubling down on a bullish crypto and equity outlook during a CNBC Squawk Box appearance. “I don’t think bitcoin has peaked yet,” Lee said. “We were overly optimistic about
The cryptocurrency market got off to a strong start to the week. Bitcoin rose to its highest level in nearly four weeks, driven by a general rally in risky assets, while investors continue to digest the global market reaction to the detention of Venezuelan President Nicolas Maduro. Bitcoin, which saw a rise of over 3%
Bitcoin and the wider crypto market has started to wake up recently, but underlying liquidity conditions appear strikingly weak, according to onchain analytics firm Glassnode — a dynamic that echoes concerns raised in a CoinDesk analysis in November on hollow crypto market liquidity following the October crash. Glassnode’s latest data shows that both bitcoin spot