Exodus Movement, Inc. (NYSE American: EXOD) significantly altered its balance sheet strategy during the first quarter of 2026, offloading a majority of its bitcoin holdings to finance a pivot into the global payments sector.
Key Takeaways
Exodus Movement reduced its bitcoin treasury by 63% in Q1 2026 to fund strategic fintech acquisitions.
The 1,076 BTC liquidation helped raise cash for the May 1…
Strategy’s potential BTC sale has sharpened debate over its bitcoin treasury model after a roughly $12.5 billion quarterly net loss. The company holds 818,869 bitcoin, worth about $67 billion, as investors assess dividends, liquidity, and preferred obligations.
Key…
Major financial institutions are expanding crypto services across regulated finance, with Bitwise data showing 24 firms active in trading, custody, funds, payments, tokenization, or exchange-traded products. The activity points to wider use of regulated crypto access.
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Bitcoin Miner Cleanspark Posts $378M Loss in Q2
May 12, 2026
Cleanspark reported a $378.3 million net loss for its second fiscal quarter ended March 31, 2026, as a $224.1 million non-cash loss on bitcoin fair value weighed heavily on results even as the company expanded its hashrate and power capacity.
Key Takeaways
Cleanspark posted $136.4M in Q2 FY2026 revenue, a 24.9% year-over-year drop driven by Bitcoin price swings.
A $224.1M non-cash Bitcoin fair…
Michael Saylor is laying out how STRC fits into Strategy’s broader bitcoin playbook, giving investors a clearer view of why the company sees it differently from BTC or MSTR. The message focuses on income, liquidity, and stability as the company builds out its preferred…
With bitcoin drifting around the $82,000 mark on Sunday, several long-dormant bitcoin holders moved their stashes for the first time in years. One address created in November 2013 transferred 500 BTC this afternoon, valued at more than $40 million, into a newly established…
Strategy President and CEO Phong Le said the company’s value extends beyond its bitcoin holdings because of its enterprise software operations, compliance infrastructure, and global scale. Strategy reported its strongest software quarter in a decade, including 59% cloud revenue growth and more than 3,000 customers worldwide.
Key Takeaways
Strategy highlighted enterprise software operations as a…
Coinbase reported record crypto market share as derivatives, stablecoins, and on-chain products gained traction. The company posted $202 billion in quarterly trading volume and said retail derivatives annualized revenue topped $200 million.
Key Takeaways
Coinbase reached…
An analysis shared by Cryptoquant indicates bitcoin must reclaim and hold $88,880 before traders can confirm a BTC bottom. UTXO age bands identified several realized price levels where trapped buyers could add resistance during recovery attempts.
Key Takeaways
$88.88K was…
Bermuda is transitioning from blockchain experimentation to practical implementation with the announcement of a new USDC stablecoin airdrop and a merchant onboarding program.
Key Takeaways
Premier David Burt revealed a new USDC airdrop and merchant program at Consensus Miami 2026 on May 6.
Bermuda uses its 2018 Digital Asset Business Act to lead stablecoin adoption in small global economies.
The…
