Group 1 - Strategy (MSTR) announced the purchase of 2,486 bitcoins for approximately $168.4 million, with an average price of $67,710 per bitcoin, bringing its total holdings to 717,131 bitcoins and total investment to about $54.52 billion [1] - The average holding price for Strategy's bitcoins is approximately $76,027, indicating that the recent purchase has lowered the overall cost basis [1] - The current market value of Strategy's bitcoin holdings is estimated at $48.765 billion, resulting in a paper loss of approximately $5.756 billion compared to the total investment [1] Group 2 - DDC Enterprise Limited (NYSE American: DDC) also announced the purchase of 80 bitcoins, increasing its total holdings to 2,068 bitcoins, marking a 74.8% increase since the beginning of 2026 [2] - The People's Bank of China and eight other departments issued a notice on February 6, reiterating that virtual currencies like bitcoin do not have legal tender status and prohibiting illegal financial activities related to them [2] - Research reports indicate that the new regulations aim to manage financial risks while exploring the regulation of financial innovations to serve the real economy [2]

Core Viewpoint - Bitcoin is experiencing significant volatility due to geopolitical tensions and macroeconomic concerns, leading to a decline in its price and market sentiment [2][5]. Group 1: Market Performance - Bitcoin dropped 1.7% to approximately $67,600, reflecting a broader weakness in equity futures, with Nasdaq 100 contracts down 0.9% and S&P 500 contracts down 0.6% [2]. - Bitcoin has fallen over 50% from its peak of $126,000 in October 2025, with analysts identifying $60,000 as a key near-term support level [5]. Group 2: Investor Sentiment - The correlation between Bitcoin and high-beta tech stocks has increased, making Bitcoin more sensitive to risk-off sentiment in equities [3]. - Market sentiment is at levels not seen since the 2022 bear market, with only 55% of Bitcoin's supply currently in profit and around 10 million BTC held at a loss [6]. - The Fear and Greed Index indicates extreme caution, sitting at 10, which is firmly in the "extreme fear" zone [6]. Group 3: ETF Activity - There have been sustained outflows from US-listed Bitcoin ETFs, with $360 million withdrawn last week, marking the fourth consecutive week of net outflows [4].

BitMine grows Ethereum treasury to 4.37 million ETH, sees $252 million annual staking revenue via MAVAN https://t.co/WtXU2hskUj ...

Putting an investment of $2,000 to work in crypto is a lot easier when you confine your options to assets that are touching real value already, like XRP (CRYPTO: XRP). In fact, there are two fresh data points that support the idea that XRP is a place where capital flows to be managed, and they're both solid reasons to be bullish. Neither guarantees a higher coin price immediately, but both strengthen the case that the XRP Ledger (XRPL) is getting used for what it was built to do. Where to invest $1,000 ri ...

Core Insights - IREN Limited is transitioning from a pure-play crypto-mining company to an AI Cloud Service Provider, targeting $3.4 billion in annualized run-rate revenues by the end of 2026, primarily from its AI cloud business [3][19] - Strategy, the world's largest bitcoin treasury company, holds 713,502 bitcoins and achieved a bitcoin yield of 22.8% in 2025, translating to a gain of $8.9 billion [8][20] IREN Limited Overview - IREN reported $2.3 billion of annualized run-rate revenues under contract in Q2 2026, including a significant agreement with Microsoft [3] - The company secured $3.6 billion in GPU financing and received $1.9 billion in customer prepayments from Microsoft, covering approximately 95% of GPU-related capital spending [4] - IREN has over 4.5 gigawatts of secured power, with only 10% needed to reach its $3.4 billion ARR target, leaving substantial capacity for future growth [5] - Total revenues fell 23% in Q2 2026, primarily due to declining Bitcoin mining revenues as the company shifts focus [6][7] Strategy Overview - Strategy's bitcoin yield increased to 22.8% in 2025, supported by over $25 billion raised through equity offerings, which were primarily used to purchase Bitcoin [8][9] - The company continued to buy Bitcoin during price declines, acquiring 32,470 bitcoins for about $3.1 billion in Q4 2025 [10][11] - Strategy maintains controlled leverage with net leverage around 10-13% and a cash reserve of $2.25 billion, covering over 2.5 years of interest and dividend payments [11][12] Comparative Analysis - Earnings estimates for IREN have been revised downward, with a projected EPS of 38 cents for fiscal 2026, while Strategy's EPS estimate has been revised upward to $98.83 [13][15] - Over the past three months, IREN shares have decreased by 13.6%, while Strategy shares have lost 35.3% [16] - Strategy trades at a trailing P/B multiple of 0.87X, significantly lower than IREN's 5.59X, making it more attractive for value-seeking investors [18] Conclusion - IREN's long-term potential lies in its AI cloud services and strong power availability, but it faces short-term revenue pressures due to its shift away from Bitcoin mining [19] - Strategy's growth is driven by increasing Bitcoin holdings and strong capital access, making it a more stable investment option [20]

Core Viewpoint - BitMine's stock price is showing early signs of recovery despite a recent decline in Ethereum, indicating a potential divergence in performance [1] Group 1: Stock Performance - BMNR rose 6% on February 13 and is up 7.32% over the past five days, suggesting a rebound attempt [1] - Since February 5, BitMine's stock has rebounded approximately 26%, forming a bear flag pattern, which indicates a recovery attempt after a nearly 60% drop from December 10, 2025, to February 5, 2026 [3][5] - The stock price remains within a bearish structure, and unless it breaks above key resistance levels, the rebound may be temporary [5] Group 2: Technical Analysis - BitMine's stock has been trading within a bear flag pattern since early February, which often leads to further declines if buyers do not regain control [2] - Momentum indicators, particularly the Relative Strength Index (RSI), show signs of underlying weakness, indicating that sellers still maintain control [7] - A hidden bearish divergence was observed between November 18, 2025, and February 9, 2026, where the price created a lower high while RSI formed a higher high, signaling potential further downside [8] Group 3: Future Outlook - If the bear flag confirms, BitMine's stock price could experience another significant drop of nearly 60% from the lower trendline breach point [6] - Current RSI trends suggest that while there is a rise, the price remains below key resistance near $21.57, indicating that failure to break this level could lead to another bearish divergence [9]

Nakamoto (NASDAQ: NAKA)signed definitive agreements Tuesday to acquire media company Bitcoin Magazine–including its international conference series, the Bitcoin Conference–and investment firm UTXO Management. The transaction consolidates media, asset management, and advisory services under one public entity. The acquisition is an all-stock transaction valued at approximately $107.3 million based on Nakamoto’s February 13 closing price of $0.2951. Under the terms, Nakamoto will issue approximately 363.6 m ...

The Netherlands just passed a 36% unrealized gains tax on crypto, stocks, and bonds -- and it takes effect in 2028. That means if your Bitcoin goes up in value, you owe taxes even if you never sold. In this video, we break down exactly how the new "Actual Return in Box 3 Act" works, why it creates a dangerous liquidity death spiral for investors, and why this could be the beginning of a global trend as cash-strapped governments look for new revenue sources. We also look at the historical failures of wealth ...

Core Viewpoint - Bitcoin-related stocks experienced a decline in pre-market trading, reflecting a broader downturn in the cryptocurrency market as Bitcoin fell below the $68,000 mark [1] Group 1: Stock Performance - Strategy (MSTR.US) dropped over 2.6% [1] - Coinbase (COIN.US) fell more than 1.2% [1] - Circle (CRCL.US) decreased by 0.85% [1] - Robinhood (HOOD.US) declined over 1.4% [1] - Bitmine Immersion Technologies (BMNR.US) saw a drop of more than 1.3% [1] Group 2: Cryptocurrency Market - Bitcoin price fell over 1%, reaching a low below $68,000 [1] - Ethereum experienced a slight decline, priced at $1,996.2 [1]

Stablecoins in APAC are accelerating.And Polygon is powering the majority of it, accounting for 91% of all stablecoin transfer volume in the region 👇 https://t.co/Imoc4VcqA2 ...