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The “infinite money glitch” of the corporate Bitcoin treasury has stalled.For much of this market cycle, the trade was simple: stock in companies holding Bitcoin traded at a massive premium to the underlying Net Asset Value (NAV).This allowed firms to issue expensive equity to buy cheaper coins, thereby accretively increasing Bitcoin per share. It was a flywheel of financial engineering that relied on one crucial input: a persistent equity premium.Why Bitcoin treasury company premiums evaporatedHowever, that input is gone amid Bitcoin’s recent price struggles.Data from Glassnode shows that BTC’s price has slipped below the 0.75 quantile since mid-November, leaving more…
Strategy CEO Phong Le said part of the reason for establishing a $1.44 billion USD reserve was to alleviate investor concerns over the company’s health amid a Bitcoin slump. “We’re very much are a part of the crypto ecosystem and Bitcoin ecosystem. Which is why we decided a couple of weeks ago to start raising capital and putting US dollars on our balance sheet to get rid of this FUD,” said Le during CNBC’s Power Lunch on Friday.This afternoon, Phong Le, CEO of @Strategy, joined @CNBC @PowerLunch to discuss how $MSTR moves with bitcoin, how our USD reserve addresses recent FUD,…
Jamie Coutts highlights capitulation volume and a hammer candle on MSTR, hinting at a potential trend reversal. Shares of Strategy (MSTR), the enterprise software firm turned Bitcoin (BTC) holding company, have flashed one of its most active technical setups in months this week, according to market analyst Jamie Coutts, who today highlighted a cluster of signals forming near the $195 zone. He said the pattern may reflect a turning point for the company as Bitcoin steadies after weeks of volatility. The potential move matters because Strategy has once again become a bellwether for market sentiment, with major institutions now treating the…
Crypto analyst Miles Deutscher has issued one of the most forceful bottom calls of this cycle, assigning a 91.5% probability that Bitcoin’s low is already in. In a X thread on December 4, he wrote: “F*ck it. I’m putting my neck on the line here. I’m 91.5% certain that the BTC bottom is in. And if it is, A LOT of people are about to be caught offside.” Is The Bitcoin Bottom In? Deutscher bases his conviction on four “pillars”: market reaction to news, the historical behaviour of FUD events, a shift in flows, and an improving global liquidity backdrop.…
Cross-chain swaps enable seamless cryptocurrency exchanges across different blockchain networks without centralized intermediaries. As blockchain ecosystems expand, the ability to move assets between chains has become essential for traders, DeFi users, and investors seeking to maximize opportunities across multiple networks. This comprehensive guide explores the best platforms for cross-chain swaps, examining their features, security measures, and unique advantages in the rapidly evolving crypto landscape. What Are Cross-Chain Swaps and Why They Matter Cross-chain swaps allow users to exchange cryptocurrencies from one blockchain to another directly, eliminating the need for centralized exchanges or custodial services. This technology addresses one of crypto’s…
A group of former executives from the collapsed crypto-friendly Signature Bank has launched a new blockchain-based, state-chartered bank called N3XT, with the goal of enabling instant 24-hour payments.N3XT said on Thursday that it aims to settle payments instantly at any time using a private blockchain and offers programmable payments through smart contracts. The company added that its systems have been designed for interoperability with stablecoins, utility tokens, and other digital assets.Signature Bank founder Scott Shay founded N3XT, which will operate under a Wyoming Special Purpose Depository Institution (SPDI) charter and will not offer lending services.Signature Bank was one of three…
The Fed’s preferred inflation gauge, core PCE, likely rose in September—moving in the wrong direction. Yet volatility indices show no signs of major turbulence.The core PCE likely rose 2.9% year-on-year in September, heading in the wrong direction from the Fed’s goal of a 2% annual rate, according to FactSet. If the actual figure matches estimates, it would mark 55 straight months of inflation above the Fed’s 2% target. The sticky inflation would strengthen the Fed hawks, who are in favor of slower rate cuts.Still, as of writing, Volmex’s annualized one-day bitcoin implied volatility index , BVIV, hovered in familiar ranges…
Digital Asset, the blockchain firm behind the Canton Network (CC), said Thursday that it has secured strategic investments from four major traditional financial players, as Wall Street’s crypto embrace continues.The investors in this round were BNY, a financial services firm overseeing $57 trillion in client assets, exchange operator Nasdaq, financial intelligence firm S&P Global and iCapital, a fintech firm backed by BlackRock, Blackstone and JP Morgan. The company did not disclose the size of the investment in the press release.The investment underscores the growing support of legacy financial firms for blockchain infrastructure built specifically for regulated markets. The Canton Network…
The year is 2075. The judge does not ask for a deed. She asks for a transaction ID.The landlord’s lawyer queues up a Bitcoin transaction from fifteen years earlier that moved a token representing the property.The tenant’s lawyer concedes the transaction exists, yet claims the signature was obtained under duress.Everyone in the courtroom accepts what the chain records, but no one agrees on what the record means.That scene captures a question that is moving from thought experiment to institutional design problem: at what point does a monetary network stop being treated mainly as money and start functioning as a default…
Bitcoin consulting has evolved into a specialized field as more people acquire bitcoin and choose to take control of their digital wealth rather than relying on others to store it for them. Read on to discover seven market-leading Bitcoin consulting companies you can consider contacting so that you get step-by-step guidance on how to secure your bitcoin. The Top Bitcoin Consulting Companies The following are the seven best Bitcoin consultants we’ve analyzed based on the services they offer, their target clients, and their strengths. The Bitcoin Way The Bitcoin Way is a Bitcoin consultancy that helps people build confidence in…