Bitcoin
9 articles
The Bitcoin Treasury Company Model Is Breaking. Here's the Math
Strategy reported a $12.54B Q1 loss. Sequans sold half its BTC. Benchmark cut MSTR to $570. The treasury company model that drove 2024-2025 institutional...
Bitcoin Hit $82K on Iran Deal Breakthrough. The Test Is the 200-Day MA
BTC jumped to $82,094 after Axios reported a 14-point US-Iran peace memo with 48 hours to Iranian response. The 200-day moving average at $82,228 is the level that decides everything next.
What Smart Money Did This Week: HYPE, ETH, BTC Shorts, Colombia
Wallet 0xb5E4 quietly accumulated $52M in HYPE through 6 OTC desks. Bitmine added 40K ETH. A 40x BTC short opened at $80K. And Colombia pitched a Caribbean mining hub. The 4 plays explained.
Bitcoin Just Reclaimed $80K. Four Catalysts Decide What Comes Next
Bitcoin printed $80,393 — first time above $80K in 3 months. The 200-day MA at $82,228 is the real test. Strategy reports today, Powell exits May 15, Warsh confirmation pending. Here's the math.
Will Bitcoin Hit $100,000 Again in 2026? The Numbers Say Probably
BTC sits 30% below its $126K peak. Standard Chartered says $150K by year-end. Citi says $143K. Burry says $25K. Here's what actually has to happen for Bitcoin to reclaim six figures.
April 2026 Just Became DeFi's Most-Hacked Month in History
DeFi lost $625M across 30 separate exploits in April 2026 — the most incidents ever recorded in a single month. North Korea took 75% of it. Two attacks did 93%. Here's what actually happened.
American Bitcoin: How Eric Trump Got Richer as Investors Lost $500M
American Bitcoin (ABTC) shares are down 92% from peak. Retail lost $500M. Eric Trump's net worth grew $90M. Forbes calls it an arbitrage vehicle. The SEC filings tell a deeper story.
Strategy Just Passed BlackRock as the World's Largest Bitcoin Holder
Strategy crossed 815,061 BTC in late April, overtaking BlackRock's IBIT for the first time since 2024. The accumulation race reveals two completely different kinds of institutional demand.
The Bitcoin Quantum Threat: Real, Coming, and Closer Than You Think
Google's April research cut quantum requirements 20x. Grayscale says 2030 is the timeline. The technical fix exists. The governance challenge of upgrading Bitcoin may be harder.