# Bitcoin Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Bitcoin", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Coin & Stock Barometer: Bitcoin Miner MARA Holdings Spends Over $860,000 on Bulletproof Vehicle Services for Executives; Bitmine Included in Preliminary List for FTSE Russell 1000 Index (May 19)

Crypto Market Wrap & Key Corporate Updates (May 19) The crypto market saw a decline followed by a minor rebound, while U.S. crypto-related stocks fell broadly. In corporate news: **MARA Holdings**, a Bitcoin miner, disclosed spending over $869,000 on vehicle ballistic armor services for its CEO and CFO under its security program. The board cited higher risks associated with the company's public disclosure of holding substantial Bitcoin assets. According to BitcoinTreasuries.NET, Elon Musk's **SpaceX and Tesla** collectively hold 30,221 BTC ($2.3B), which would rank them as the fifth-largest public company holder if combined. **DDC Enterprise Limited** increased its Bitcoin holdings by 200 BTC, bringing its total to 2,583 BTC. The firm stated it plans to continue accumulating BTC based on liquidity, not short-term price movements. Bitcoin treasury company **Nakamoto** announced a 1-for-40 reverse stock split to regain compliance with Nasdaq's minimum bid price requirement. The company reported a Q1 2026 net loss of $238.8M, partly due to a $102.5M unrealized loss on its Bitcoin holdings. **Tether** acquired SoftBank's stake in **Twenty One Capital (XXI)**, increasing its control. Tether's CEO expressed strengthened confidence in XXI's long-term Bitcoin strategy. Fundstrat's **Tom Lee** stated that **Bitmine (BMNR)** has been included in the preliminary list for the FTSE Russell 1000 Index. Concurrently, two new wallets suspected to be linked to Bitmine withdrew 60,000 ETH ($126M) from Bitgo and Kraken. Solana treasury company **Solmate Infrastructure** announced a registered direct offering of shares to raise approximately $11.4 million. **AI Financial**, a WLFI treasury company, reported a Q1 2026 net loss of $271.5M and raised substantial doubt about its ability to continue as a going concern, partly due to unrealized losses on its WLFI token holdings. **SUI Group** disclosed it holds over 108.7 million SUI tokens (~$115M), with its market cap to net asset value ratio at 0.91x. *Disclaimer: This summary is for informational purposes only and does not constitute investment advice.*

marsbit2h ago

Coin & Stock Barometer: Bitcoin Miner MARA Holdings Spends Over $860,000 on Bulletproof Vehicle Services for Executives; Bitmine Included in Preliminary List for FTSE Russell 1000 Index (May 19)

marsbit2h ago

A History of Technological Evolution Powered by Electricity: Aluminum, Bitcoin, and AI

The journey from the Rockdale aluminum smelter in Texas to space-based data centers illustrates a core economic principle: whoever controls the cheapest electricity dictates the use of computing power. The evolution is clear. Old industrial sites with pre-existing, high-capacity power grids are being repurposed. In Rockdale, a former Alcoa plant now houses vast Bitcoin mining rigs, which are increasingly being replaced by AMD chips for AI training. The logic is purely financial: while smelting aluminum yields $0.17–0.27 per kWh and Bitcoin mining $0.05–0.11, AI inference on H100 GPUs generates $1.27–3.67 per kWh. Recent deals confirm the rush for power infrastructure. Riot Platforms leases space to AMD; TeraWulf bought an old Kentucky aluminum plant for its grid; NYDIG secured a New York site for its cheap hydropower to mine Bitcoin. As AI giants like Anthropic, Microsoft, Google, and Amazon aggressively expand, they now directly compete with crypto miners for the same industrial power resources, often outbidding them. This has led to a decline in Bitcoin's global hash rate and a wave of miner conversions to AI data centers. This "digital resource curse" extends globally. Gulf nations, long offering subsidized power to attract heavy industry like aluminum, are now pivoting to become AI and cloud computing hubs—exporting computational power instead of physical commodities. Similarly, Bhutan halted its sovereign Bitcoin mining to sell hydropower directly to India for a steadier return. The frontier is space. Projects like Starcloud plan orbital solar-powered data centers, leveraging constant sunlight and natural cooling, with Bitcoin mining as a secondary use for surplus power. Even consumer brands are transforming; Allbirds shifted from footwear to AI infrastructure, causing its stock to surge. Meanwhile, crypto projects like Bittensor, Render, and Akash propose a decentralized alternative, creating markets to aggregate distributed, idle computing resources from individual hardware. The underlying infrastructure—the power grid—remains constant. As profit margins shift, the facilities built upon it will continue to evolve, from aluminum to Bitcoin to AI and beyond, always chasing the highest yield per kilowatt-hour, whether in Texas, Abu Dhabi, or low Earth orbit.

marsbit2h ago

A History of Technological Evolution Powered by Electricity: Aluminum, Bitcoin, and AI

marsbit2h ago

No Bitcoin Buy This Monday: Strategy Opts For Bonds Instead

Strategy, the Bitcoin treasury company, has paused its weekly Bitcoin accumulation for the first time, opting to purchase bonds instead. Co-founder Michael Saylor confirmed the skip in a regular Sunday update, explicitly stating "we bought bonds, not bitcoin." This follows the company's massive $2.01 billion purchase of 24,869 BTC the previous Monday, bringing its total holdings to 843,738 BTC. Saylor hinted the pause is temporary, suggesting "The ₿itVac is charging." Meanwhile, Bitcoin spot ETFs have seen two consecutive weeks of outflows, contrasting with prior inflows. Bitcoin's price briefly dipped below $75,000 over the weekend but has since recovered to around $77,400.

bitcoinist2h ago

No Bitcoin Buy This Monday: Strategy Opts For Bonds Instead

bitcoinist2h ago

Meme Coin Reappears, Does the Bitcoin Ecosystem Really Have Something New?

The Bitcoin ecosystem is heating up again with new projects and substantial price surges. Key developments include: **Bound Exchange:** Merging former entities radfi and Bound, this platform has gained attention after its $BOUND token surged ~46x. It simplifies trading by allowing deposits in various cryptocurrencies (SOL, ETH, etc.) for conversion to BTC to trade Runes, avoiding long Bitcoin confirmation waits. It features a 2-of-2 multi-signature wallet with a timelock for user asset security and a price protection mechanism for launchpad tokens to manage sell pressure. **Tacit:** This privacy-focused protocol for Bitcoin assets remains active, with its $TAC token holding a stable ~$5.5M market cap. Developers recently implemented double-blind tokens and are working on a permissionless ETH-BTC bridge using zero-knowledge proofs. **Alkanes & $DIESEL:** While not new, the Alkanes protocol's $DIESEL token has risen ~17x since late April. Its limited circulating supply (under 10% of the total 1.562 million) and a revised mining mechanism—where participants bid for block rewards—contribute to its volatile "meme coin" status. These projects, featuring simplified UX, security innovations, and speculative assets, are driving renewed excitement and questions about substantial new developments in the Bitcoin ecosystem.

marsbit3h ago

Meme Coin Reappears, Does the Bitcoin Ecosystem Really Have Something New?

marsbit3h ago

Metrics Ventures Market Watch: The Brewing Storm

In the past month, the market has been actively trading contrasting expectations, balancing global supply chain disruptions fueling re-inflation against both actual and anticipated (Walsh) interest rate hikes. This volatility has impacted commodities and most equities, though tech has temporarily benefited from concentrated short-term liquidity. Fundamentally, as previously analyzed regarding the Strait of Hormuz situation, the US faces deep-seated balance sheet issues beyond what any single Fed chair can resolve. Hypotheses around a figure like Walsh could only materialize if AI fundamentally reshapes production relations. Until then, most non-AI-leading nations (effectively all except the US and China) risk fiscal and monetary policy collapse, rendering the identity of the Fed chair ultimately irrelevant. For crypto assets, there is currently no clear role in these dominant narratives. The market remains strongly capped by the 200-day moving average. While trends may shift from "anything but AI" to "anything but mines," this phase is dominated by the silicon vs. carbon (AI vs. traditional) dichotomy, leaving little room for crypto—though its time will come. **Market Overview & Commentary** The crypto market lacks significant catalysts beyond hype, plagued by low volume and scarce innovation, with clear technical resistance. Currently, crypto struggles for attention as global focus lies elsewhere. Assets like gold, oil, and grains are more direct hedges against supply-chain-driven inflation/stagflation. Bitcoin needs more time for capitulation and consolidation; this reset is expected to last until at least Q4 2026. Looking ahead, three factors will likely drive future market volatility: 1. Whether Walsh repeats the patterns of predecessors like Bassant or Musk, shifting stance into a new policy cycle. 2. The market underestimates the severity of global supply chain damage and the prolonged time needed for repair, which will eventually lead to recognition of acute resource shortages and price swings. 3. AI non-beneficiary, high-inflation nations (e.g., UK, Japan) will face severe fiscal and monetary crises. Rapid AI-driven displacement could trigger a collapse of existing credit and welfare systems. Ultimately, the market may realize that an AI bubble burst could spark contagious sovereign credit crises. The monetary and fiscal responses to such a scenario could serve as the ultimate catalyst for Bitcoin's next major bull run.

marsbit5h ago

Metrics Ventures Market Watch: The Brewing Storm

marsbit5h ago

BTC Thrice Rejected at $80,000 Threshold, HYPE Reaches New Highs Signaling Opportunity | Guest Analysis

**Bitcoin (BTC) Struggles at $80k; HYPE Reaches New Highs | Key Analysis & Strategy** Bitcoin faces continued resistance in the $78.5k - $79.5k zone after failing to sustain a break above its daily chart rising channel. It has retreated to the channel's midline. A failure to hold here could see a test of the $73.5k - $75k support area. The 4-hour chart shows a complex corrective structure. The strategy is neutral for mid-term positions. For short-term trading, two scenarios are outlined: **A)** Selling on a failed rally into the $78.5k-$79.5k resistance, and **B)** Selling on a confirmed breakdown below the $73.5k-$75k support, both with tight risk management. Meanwhile, **HYPE** has posted consecutive highs. The 4-hour chart indicates its current uptrend may be weakening near $65, with models showing potential bearish divergence. The view is that a short-term top could be forming. The strategy advises against chasing the rally and instead looking for a potential long entry on a pullback to the $47.5 - $50 support zone, provided clear reversal signals appear. Last week, a disciplined short BTC trade based on model signals yielded a 2.78% profit. The article emphasizes that all analysis is for informational purposes only and not investment advice, highlighting the importance of strict stop-loss discipline and dynamic position management in a volatile market. *(Note: The text references proprietary models like the "Price Difference Trading Model" and "Momentum Quantification Model" for generating trade signals.)*

marsbit8h ago

BTC Thrice Rejected at $80,000 Threshold, HYPE Reaches New Highs Signaling Opportunity | Guest Analysis

marsbit8h ago

Bitcoin Bulls Are Back In Action And They’re Looking To Close This CME Gap

Bitcoin bulls have reignited their push, testing a critical resistance level around $77,400 after breaking out of a descending channel pattern observed on the 4-hour chart. This price has been rejected twice, making a sustained close above it essential for confirming bullish momentum. If successful, the next key target is to fill the upper CME gap around $79,000, with a specific focus on the $79,450 level where significant selling pressure is anticipated. Conversely, a failure to hold above $77,400 could see Bitcoin fall back into the channel, shifting attention to the lower CME gap from the recent Friday close at $75,535. Further support levels lie at $75,000 and $73,700.

bitcoinist8h ago

Bitcoin Bulls Are Back In Action And They’re Looking To Close This CME Gap

bitcoinist8h ago

Over 13% APY, Apyx Is Bringing the 'Killer App for Bitcoin' On-Chain

The article discusses the rise of high-yield stablecoins in DeFi, focusing on the Apyx protocol and its integration of STRC (Strategy's Bitcoin credit instrument) to generate sustainable on-chain yields. Apyx addresses a market need for stablecoins with yields exceeding typical DeFi offerings (often below 5-10%). Its core innovation is bridging STRC—a tradable, dividend-yielding equity instrument backed by Strategy's Bitcoin holdings—from traditional finance to the decentralized ecosystem. STRC offers a floating yield (over 12.3%) by converting Bitcoin's long-term appreciation potential into a "digital credit" product. Apyx employs a dual-token model: `apxUSD`, a stablecoin pegged to $1 for liquidity, and `apyUSD`, an interest-bearing token where yields accumulate (currently ~11% APY, targeting over 13%). The yield is derived from STRC dividends, providing a more sustainable income source compared to token-incentivized models. Since its February launch, Apyx has grown rapidly, with `apxUSD` becoming a top-20 DeFi stablecoin by issuance. The protocol enhances its utility and capital efficiency through deep integrations with major DeFi platforms: Morpho (for collateralized borrowing/lending), Curve (for low-slip liquidity pools), and Pendle (for trading and leveraging future yield via PT/YT tokens). Apyx is also running a multi-season points program leading to a Token Generation Event (TGE) and airdrop on October 13, 2026, incentivizing user engagement through activities like holding tokens or providing liquidity. The main competitor in this niche is Saturn, but Apyx claims advantages in TVL, underlying STRC holdings, higher sustained yields, and a clearer TGE timeline without significant VC selling pressure. Key risks highlighted include dependency on Strategy's Bitcoin-backed credit model (susceptible to Bitcoin market volatility) and compounded smart contract or liquidity risks from its DeFi integrations. The article positions Apyx not as a risk-free asset but as a compelling "medium-risk, high-yield" option for users seeking better risk-adjusted returns in the current stablecoin landscape. The growth of Apyx and the STRC sector reflects a broader market shift where DeFi users are willing to accept calculated risks for substantially higher, sustainable yields.

Odaily星球日报11h ago

Over 13% APY, Apyx Is Bringing the 'Killer App for Bitcoin' On-Chain

Odaily星球日报11h ago

Bitcoin’s Current Volatility Pushes Supply Held In Profit Below Historic Bull Thresholds

Bitcoin's current price decline below $77,000 has pushed the percentage of BTC supply held in profit down to approximately 61%. This level is notably below the typical 75%+ seen during historic bull markets, signaling a shift in market dynamics and weakening investor confidence. Analyst Darkfost notes that while this is not the extreme loss dominance of a bear market, the reduction in profitable supply creates a negative environment and reflects ongoing volatility. The key resistance level remains at $80,000, which aligns with the Short-Term Holders' Cost Basis and has consistently rejected price advances since late last year, increasing pressure on short-term investors and the potential for selling activity.

bitcoinist11h ago

Bitcoin’s Current Volatility Pushes Supply Held In Profit Below Historic Bull Thresholds

bitcoinist11h ago

How To Play The Bitcoin 4-Year Cycle For The Most Gains In The Bull Market

A crypto analyst argues that Bitcoin's four-year cycle is still active, despite recent market debates suggesting it may be over. By examining past cycles from 2011-2014, 2015-2018, and 2019-2022, the analyst identifies a consistent pattern: a "Buy" year with declining prices, a "Hold" year of rising prices, a "Sell" year near the peak, and a final "Bear" year of market crash. The analyst applies this model to the current cycle, positioning 2023 as the Buy phase, 2024 as Hold, 2025 as Sell, and 2026 as the ongoing Bear phase, explaining Bitcoin's recent sideways and declining price action. Looking ahead, the analyst predicts the 2027-2030 cycle will follow the same pattern, with the next major accumulation opportunity potentially arriving in 2027. The conclusion is that the four-year cycle structure remains intact and is playing out as expected.

bitcoinist13h ago

How To Play The Bitcoin 4-Year Cycle For The Most Gains In The Bull Market

bitcoinist13h ago

活动图片

Trading Strategies

Indepth Research