Strategy Inc. (formerly MicroStrategy, Nasdaq: MSTR), the world’s largest corporate Bitcoin holder and first Bitcoin Treasury Company, held its Q1 2026 earnings call on May 5. The results were dominated by massive non-cash GAAP losses from Bitcoin’s fair-value accounting amid a volatile quarter. Yet the real story, and the market’s focal point, was a clear
Bitcoin clears $84K liquidity as $55M pools build near $75K, $73K and $70K while BTC trades around $80,512. Bitcoin traded near $80,512 on the daily Bitstamp chart after clearing overhead short-side liquidity between $80,000 and $84,000. Market attention has now shifted lower, where liquidity pools of more than $55 million are positioned near $75,000, $73,000,
River Financial’s latest annual Lightning adoption report indicates the Lightning Network processed a record $1.17 billion in volume in November 2025. This figure is inevitably an estimate rather than an audited total due to the difficulty of observing network activity from the outside. Drawing on data aggregated from major node operators that account for over
Morgan Stanley holds $269.9 million in Spot Bitcoin ETF positions, with the bulk of that exposure sitting in GBTC – the Grayscale Bitcoin Trust – according to recent 13F filings submitted to the SEC. The bank’s own Spot Bitcoin ETF, trading under the ticker MSBT, pulled in over $200 million in assets within weeks of
Amazon Web Services (AWS) rolled out a new payments infrastructure for AI agents on Thursday which is built in partnership with Coinbase and Stripe. AWS explained that autonomous software agents will be allowed to buy APIs, web content, MCP servers and other online services in real time using stablecoins. It added, however, that future versions
The Stratum v2 Working Group announces today that ANTPOOL, Block Inc, F2Pool, Foundry, Spiderpool, MARA Foundation, and DMND have joined the working group to advance the adoption of the Stratum v2 protocol. The working group was founded in 2022 by Braiins and Spiral to develop and maintain the Stratum v2 protocol as an open and
Since this weekend’s geopolitical turbulence, there has been a notable increase in spot market strength and we consider there to be a possibility of relief over the coming weeks and months should this trend follow through. There is notable aggression from spot market participants bidding BTC higher since 1 March. Aggregated across exchanges, a total
Three signals are converging on a single Bitcoin price analysis target of $85,000, and for once, they are not pointing in different directions. Research firm Glassnode has identified what analysts are calling a ‘triple threat’ setup: Bitcoin has broken above critical cost basis levels on-chain, futures funding rates have flipped from negative to neutral, and
The crypto industry may have fundamentally misunderstood the metaverse, according to Animoca Brands chairman Yat Siu, who argues that the next phase of virtual economies would arrive not through VR headsets or immersive digital worlds, but through fleets of AI agents transacting across blockchain networks behind the scenes. Siu said the metaverse maybe coming to
Ryan Cohen’s unsolicited $55.5 billion unsolicited bid to absorb eBay into GameStop has the corporate world doing a double-take. Cohen’s pitch sounds seductive on paper: he promises to slash $2 billion in bloated overhead and instantly rocket eBay’s diluted GAAP earnings per share from $4.26 to $7.79 in year one. But behind the flashy presentation
