Where Money, Investing, and Technology Meet
Key Takeaways CalPERS’ investment in MSTR dropped from $144M to $80M due to price declines. Strategy’s stock slump is linked to Bitcoin’s volatility and broader market conditions. Share this article California Public Employees’ Retirement System (CalPERS), the largest public pension fund in the US by assets, has seen a drawdown in its first exposure to […]
Strategy Inc. (formerly MicroStrategy) spent 2025 building the largest corporate Bitcoin reserve the public markets have ever financed, but the scale of that ambition ended up colliding with the logic of its own stock. What began as an aggressive accumulation strategy, powered by the company’s appetite for leverage and a willingness to dilute existing shareholders, […]
For all the talk that this cycle is somehow “different,” the structure of Bitcoin’s market still looks unmistakably cyclical to me. Each top brings the same chorus claiming the cycle model is dead, and each cooling phase renews the idea that liquidity alone now sets the trajectory. But the evidence keeps pointing the other way. […]
Are crypto IPOs the most accurate top signal, or just a tell investors keep retesting because it feels true during late-cycle heat? The tape offers a clean cluster to examine. Coinbase’s direct listing arrived on April 14, 2021, the precise day Bitcoin set a then record near $64,000. Stronghold Digital Mining priced its IPO on […]
Key Takeaways The iShares Bitcoin Trust (IBIT) from BlackRock saw over $355 million exit the fund on Thursday. Flows into US spot Bitcoin ETFs turned negative again on Thursday, with most funds posting outflows. Share this article BlackRock’s iShares Bitcoin Trust (IBIT) recorded more than $355 million in net outflows on November 20, according to […]
Key Takeaways Mike Alfred increased his stake in Strive Asset Management by purchasing another 100,000 shares. Strive Asset Management, led by Vivek Ramaswamy, recently agreed to acquire Semler Scientific. Share this article Hedge fund manager Mike Alfred said Wednesday he had added 100,000 shares of Strive Asset Management (ASST) at $1.05 and $1.06, bringing his […]
Harvard University increased its holdings of BlackRock’s iShares Bitcoin Trust (IBIT) by 257% compared to its June position, with a reported 6,813,612 shares valued at $442.9 million as of September 30. The allocation rose from 1,906,000 shares worth about $116 million earlier this year. The same SEC filing revealed that Harvard has doubled down on […]
Key Takeaways BlackRock clients sold $463 million in Bitcoin in a single day, the highest outflow recorded. The outflow reflects institutional risk management amid volatile market conditions. Share this article Investors pulled $463 million from BlackRock’s IBIT Bitcoin ETF on Friday, representing the largest single-day outflow on record for the product. The massive selloff reflects […]
Bitcoin is slipping again, and the mood across the market is shifting. Traders who were celebrating six-figure prices only weeks ago are suddenly watching key levels evaporate. The move below $106,400 was the first real warning sign, the collapse through $99,000 confirmed that the market is no longer treating those supports as serious areas of […]
Key Takeaways Anchorage Digital received $405 million in Bitcoin from major institutional clients. The institutions involved include Coinbase, Cumberland, Galaxy Digital, and Wintermute. Share this article Anchorage Digital, a ÚS-regulated crypto custodian, received about $405 million in Bitcoin today across transfers from major institutional players. The inflows suggest institutions are moving BTC off trading venues […]
