Strategy sold Bitcoin last week to fund preferred stock distributions, but the sale did not reduce the company’s $1.25 billion reserve-building capacity.
Bitcoin’s latest rebound is not being tested by price alone. On-chain and derivatives data show a mixed setup: leverage has started to cool, but funding remains elevated and a growing share of exchange inflows appears to be coming from holders moving BTC under stress.
Tether is bringing USDT back to the Bitcoin blockchain where it launched in 2014, using the newly live RGB protocol to enable private, near-instant transfers over the Lightning Network.
Strategy's Bitcoin sale drew a notably measured response from major institutions, with Grayscale and Bernstein framing the move as risk-reducing rather than bearish, even as spot ETFs logged fresh inflows.
The Trump administration’s plan to establish a Strategic Bitcoin Reserve has hit a bureaucratic roadblock as federal agencies clash over custody, complicating the transition toward a sovereign reserve.
Bitcoin dropped to $61,500 on news of Strategy's recent Bitcoin sale, then reversed the entire move within hours, liquidating the shorts that chased the headline.
Strategy has sold 3,588 Bitcoin for $216 million to fund dividend payments on its Digital Credit securities, the first sale executed under the capital framework the company adopted last month.
Peter Brandt, one of the most followed chartists in the industry, said he is considering selling part of his Bitcoin for gold, reigniting the year's defining store-of-value debate.
The crypto market gained more than gold and U.S. equities over the past week just as institutional flows turned positive after weeks of redemptions.
Bitcoin is sitting at a genuine structural threshold, the closest it has been to aggregate break-even since early 2023, while price attempts a leverage-assisted recovery off $58,500.
JPMorgan says Strategy's new Bitcoin sales framework could reshape institutional market dynamics, warning that the company's ability to sell BTC may introduce volatility and weaken investor confidence.
Bitcoin retail inflows have hit record lows on Binance, while ETF holders are aggressively redeeming assets. Is this a structural market warning or a classic contrarian bottom signal?



