CryptoNews

Bitcoin Treasuries Are Ticking Time Bombs as Leverage Hits Record Rates, Warns Capriole’s Charles Edwards

Bitcoin treasury companies are piling on debt at record rates to fund their BTC buying, Capriole Investments founder Charles Edwards warned, reviving a year-old call that the model rests on unsustainable “fake yield.” Key Takeaways Charles Edwards says bitcoin treasuries are “levering up at record rates” on debt-fueled growth. He likens the two hundred bitcoin treasuries in the market…
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Can SpaceX IPO Deliver? Devere Says Real Test Comes After

SpaceX’s expected market debut could test whether public investors still have patience for massive private-market valuations. Devere Group says the real challenge will begin after the IPO, when investors start judging growth, spending, execution, and profitability quarter…
CryptoNews

Wintermute Warns Bitcoin Bottom Is Unclear With ETF Outflows Near $3B

Wintermute said bitcoin’s latest decline was driven mainly by U.S. institutional selling and ETF outflows, not Strategy’s small BTC sale. The firm warned that capital inflows have not returned, making it too early to call a market bottom. Ethereumprice alerts Key Takeaways Wintermute said exchange-traded fund (ETF) outflows, not Strategy’s 32 BTC sale, drove bitcoin below $62,000. U.S. spot…
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Top 100 Bitcoin Treasuries Now Hold 1.26M BTC

Institutional bitcoin treasuries are expanding, with the top 100 holders controlling 1,258,090 BTC, led by Strategy’s massive 845,256 BTC position. Key Takeaways Top 100 institutional bitcoin holders now control nearly 1.26 million BTC, although Strategy alone accounts…
CryptoNews

Grayscale Warns Strategy May Struggle to Keep Buying Bitcoin

Strategy’s bitcoin buying model is facing new scrutiny after Grayscale warned that current share prices could limit future accumulation. The concern followed a bitcoin sale, STRC dividend pressure, and questions over whether Strategy can keep funding purchases without stronger investor demand. Key Takeaways Grayscale says Strategy’s weaker shares may restrict future bitcoin…
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1,878 BTC Moves Onchain as Noah Doe’s Declaratory Judgment Bid Unravels

After a judge halted a default judgment Friday in the New York Supreme Court case Noah Doe v. John Does 1-39,069, several onchain wallets linked to the litigation have sprung into motion. On Sunday, Galaxy Research identified a wallet dormant since 2019 that transferred 1,878.5711 BTC, valued at $114.16 million, marking its first activity in 6.5 years; notably, this address had also been dusted…
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