Bitcoin /
BTC Holds $64K, Dominance at 69.7% as Micron’s $250B Bet Reframes Risk Flows
Micron's raised $250B US buildout and Intel's state stake coincide with BTC pinned near $64K, funding flat and Fear & Greed at 26.
▸ · Aisha RahmanBitcoin
Bitcoin /
Bitcoin’s 35% Drawdown Meets an Attention-Economy Exit Thesis as AI Absorbs Flows
A former Meta engineer liquidated his BTC book after a three-quarter slide, framing crypto as an attention market now losing share to AI.
▸ · Aisha Rahman
Bitcoin /
Strategy Sells 3,588 BTC for $216M in First-Ever Disposal, Retains 843.8K BTC
Strategy liquidated 0.4% of its BTC stack to fund Q2 dividends, even as public firms added a net 7,314 BTC in June.
▸ · Aisha Rahman
Bitcoin /
BTC’s $64K Bounce: $108M in Shorts Liquidated as Oil Drop Spurs Risk-On Flows
Bitcoin reclaimed $64K as Brent's pullback from $76 fired a $108M short squeeze, with backwardation and options data pointing to spot-led demand.
▸ · James Corrigan
Bitcoin /
BTC’s $64K Range Meets a 162 Yen Carry-Trade Unwind Risk, $12.6B in OI
Analysts flag a yen carry-trade reversal near 162 as Bitcoin's clearest macro risk, while JPMorgan strategists point to a deeper structural threat.
▸ · James Corrigan
Bitcoin /
Standard Chartered Holds $100K BTC Target as Strategy’s mNAV Nears 1.0
Bank calls $64K Bitcoin a "screaming buy" while flagging Strategy's STRC preferred and its compressing mNAV as the real pressure point.
▸ · Aisha Rahman
Bitcoin /
Coinbase Premium Clears SMA14 as CryptoQuant Ties BTC’s Move to $64K to Whales
CryptoQuant flags a Coinbase Premium reclaim above its 14-day average behind BTC's rise from $58K, even as the index stays negative and ETF flows…
▸ · James Corrigan
Bitcoin /
Bitcoin Holds Near $64K as Vanguard Longs TIPS on Sticky-Inflation Bet
Vanguard opens a long position in short-dated TIPS as crack spreads hit 2022 highs, a macro signal traders are pricing into BTC's rate-sensitive setup.
▸ · James Corrigan
Bitcoin /
Metaplanet Turns 43,000 BTC Treasury Into Collateral for Yen Lending Rail
Metaplanet pairs its 43,000 BTC hoard with JPYC and Progmat to build tokenized, Bitcoin-collateralized credit products under Project NOVA.
▸ · Tomas Keller
Bitcoin /
Corporate Treasuries Bought 110K BTC in Q2 as Price Slid From $82K to $64K
Public firms added 110,000 BTC in Q2 2026, 1.8x prior two quarters, per BitcoinTreasuries, but most buys landed near the cycle's local top.
▸ · James Corrigan