Bitcoin

Strategy buys $1.25B in Bitcoin, but MSTR stock lags – Why?

MicroStrategy, under Michael Saylor, began 2026 with a massive $1.25 billion Bitcoin purchase, acquiring 13,627 BTC at an average price of $91,519. The acquisition was funded through the sale of company stock, bringing its total holdings to 687,410 BTC with an overall cost basis of $75,355. Despite this aggressive accumulation reinforcing its "Bitcoin Standard" strategy, the company's stock (MSTR) has significantly lagged. While Bitcoin held above $92,000, MSTR stock had retraced 60% from its July 2025 peak, though it showed a slight short-term rebound. The move was followed by a cryptic "Big Orange" post from Saylor, cementing the firm's dominant position in the corporate Bitcoin landscape.

ambcrypto01/13 12:06

BlackRock Moves $339M in Bitcoin as Traders Brace for ‘Massive’ Sell-Off — What Does It Mean for Price?

BlackRock transferred 3,743 Bitcoin (worth approximately $339 million) and 7,204 Ethereum (worth about $22 million) to Coinbase Prime, raising concerns among traders about a potential large-scale sell-off. The move, observed via blockchain data, originated from wallets linked to BlackRock’s spot Bitcoin and Ethereum ETFs. While such transfers don’t always indicate an immediate sale, they often precede increased market volatility. Market reactions were mixed, with some traders expressing alarm and others cautioning that the transfer might not lead to selling. In a recent interview, BlackRock’s head of ETFs, Jay Jacobs, stated that Bitcoin ETFs are still in their "early days," with many investors still in the learning phase. At the time of reporting, Bitcoin was trading around $92,000, stuck in a consolidation range between approximately $85,600 and $93,700. Analysts suggest the market lacks clear directional momentum and may continue fluctuating sideways until new liquidity enters.

ccn.com01/13 11:18

Strategy Drops $1.25 Billion On Bitcoin Above $91,000

Strategy, a prominent Bitcoin treasury company, has made its largest single purchase since July of last year, acquiring 13,627 BTC for approximately $1.25 billion. This significant investment, announced by co-founder Michael Saylor, was executed at an average price of $91,519 per Bitcoin. The purchase, funded through stock offerings, brings the company's total holdings to 687,410 BTC. The firm's total investment now stands at $51.80 billion, which has appreciated to a value of $63.28 billion, representing an unrealized profit of over 22%. Saylor also shared a comparison of top-performing assets since 2020, noting that Nvidia, MicroStrategy, and Bitcoin have been the leaders in annualized returns. Despite a strong start to the year, Bitcoin's price has recently stabilized around $91,400.

bitcoinist01/13 09:02

Trump’s 25% tariff revives macro fears: What’s at stake for Bitcoin?

Trump's proposed 25% tariff on countries trading with Iran has revived macroeconomic concerns, yet Bitcoin shows initial resilience, closing only 1.2% lower at $92k. While market sentiment has improved and BTC consolidates near $90k with $80k as key support, on-chain data signals caution. Long-term holder behavior aligns with periods of "higher uncertainty," historically seen in early bear markets. Given that China is Iran’s largest trading partner, fears of a U.S.-China trade war escalation persist. A repeat of October’s scenario—where LTH profit-taking led to a 30% BTC drop—can’t be ruled out. With fragile positioning and rising macro risks, the potential for another distribution phase and breakdown remains if FUD intensifies.

ambcrypto01/13 07:52

Bitcoin: Strategy’s long game signals deepening institutional confidence in BTC

ambcrypto01/13 04:02

Bitcoin Demand Remains Weak: Setting The Stage For Long-Term Accumulation

Bitcoin is attempting to stabilize above $90,000 amid renewed macro uncertainty following comments from Fed Chair Jerome Powell. On-chain data indicates weak underlying demand, with the "apparent demand" metric remaining negative at approximately -106,000 BTC. This suggests more dormant supply is entering the market than new demand is absorbing, signaling net selling pressure. However, the weakness reflects cautious and defensive behavior rather than panic or capitulation. Historically, such periods of low demand can create long-term accumulation opportunities, though current conditions favor disciplined, patient strategies over short-term speculation. The market awaits clearer signals from macro conditions or on-chain metrics before committing fresh capital.

bitcoinist01/13 04:01

Bitcoin slips below miner costs: Will Trump’s 10% credit cap boost demand?

Bitcoin is currently trading below its estimated mining cost of around $101,600, a level that historically acts as a support floor as miners reduce selling pressure. This coincides with a potential market rebound, as outflows likely bottomed in late December. Meanwhile, former President Trump's proposal to cap credit card interest rates at 10% may restrict credit access for some borrowers, potentially driving new demand toward Bitcoin and DeFi as alternative financial systems. While these factors support a short-term price recovery, analysts caution that weak long-term liquidity could challenge any sustained rally.

ambcrypto01/13 03:01

Bitcoin Enters Loss-Dominant Phase: Short-Term Holder SOPR Weakens

Bitcoin is testing the $90,000 support level amid a phase of tightening volatility and fragile market conviction. On-chain data indicates that short-term holders have been consistently selling at a loss since mid-October 2025. The Short-Term Holder SOPR (7-day average) remains below 1.0, currently at 0.994, confirming persistent loss realization. The SOPR Z-Score of -0.58 further signals that this trend is statistically significant and aligned with historical local bottoms. This reflects ongoing distribution from short-term investors despite strong long-term structural support. A sustained recovery would require the SOPR to climb back above 1.0 with a positive Z-Score.

bitcoinist01/13 02:02

Bitcoin price eyes $100K, yet breakout signals are missing

Bitcoin briefly surpassed $92k, continuing its recent pattern of strong Monday performances. However, analyst Maartunn noted these Monday rallies have often been followed by V-reversals to liquidate long positions. While the price is drawn toward the significant liquidity pocket in the $96k-$100k zone, reaching this psychological barrier faces headwinds. Analysis from Adler Crypto Insight shows long-term holder (LTH) distribution pressure has moved from a favorable accumulation regime to a neutral one. This indicates that as the price approaches $100k, LTHs may begin selling, potentially derailing a sustained breakout. The data suggests a lack of new long-term accumulation, with current holders not yet capitulating due to tolerable losses.

ambcrypto01/13 01:02

Bitcoin options flash warning as traders brace for sharp move

Bitcoin is trading quietly around $91,000, but derivatives markets indicate rising short-term risk. While spot prices remain range-bound below the $95,000 resistance level, options traders are rapidly pricing in potential sharp downward moves. Data shows a significant divergence: longer-dated implied volatility has cooled, reflecting fading directional conviction, while short-term volatility is spiking—particularly for downside protection. This surge in put buying suggests traders are bracing for a possible sudden drop. Historically, this pattern of calm spot prices combined with elevated short-term hedging demand often precedes major market moves, indicating that Bitcoin’s current stability may be fragile and a significant breakout or breakdown could be imminent.

ambcrypto01/12 22:36