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Bitcoin Firm Strive Climbs Up the Treasury Ranks With Another Big Buy
Bitcoin firm Strive has increased its treasury holdings by acquiring an additional 124 Bitcoin, valued at approximately $10 million. This latest acquisition positions Strive closer to the top ranks among companies holding Bitcoin in their treasuries, specifically trailing Twenty One Capital by 390 BTC for the third position.
Strive acquired 124 BTC last week, bringing total holdings to 43,124 BTC
Strive, an entity referenced in the article, has reportedly expanded its Bitcoin reserves by acquiring an additional 124 BTC over the past week. This recent acquisition has elevated their total Bitcoin holdings to a significant 43,124 BTC. This update reflects ongoing institutional accumulation and a sustained commitment to Bitcoin within their asset management strategy.

Strive inches closer to becoming second-largest public bitcoin holder after latest $10 million buy
Strive, a public company, recently announced the acquisition of an additional 124 Bitcoin (BTC). This strategic purchase brings their total holdings closer to a significant milestone, positioning Strive to potentially become the second-largest publicly traded holder of Bitcoin globally, following closely behind another major player, Strategy.
Strategy Acquires 811 BTC and Repurchases $208 Million of STRC

Bitwise’s André Dragosch: Bitcoin’s “Fair Value” of $197,000
Bitwise’s André Dragosch has put forth a “fair value” estimation for Bitcoin at $197,000. According to Dragosch, Bitcoin serves as a crucial "liquidity canary," indicating broader market trends. His comprehensive analysis incorporates several key macroeconomic factors, including shifts in Federal Reserve policy, potential recession risks, and the ongoing rotation of capital away from traditional assets such as precious metals, all of which contribute to his model's valuation of Bitcoin.

Adam Back: Pension Funds Are Bitcoin’s “Third Wave” of Adoption
Adam Back, a key figure in the Bitcoin community, asserts that the next major wave of Bitcoin adoption, which he terms the 'third wave,' is still on the horizon. This wave will primarily involve large institutional players such as pension funds, managed funds, and model portfolios. The article highlights that financial institutions, particularly Swiss banks, are already taking steps to prepare for and accommodate this anticipated surge in institutional engagement with Bitcoin.

Strategy (MSTR) Adds 811 Bitcoin, Strive (ASST) Follows Suit With 124 as Both Keep Stacking
Strategy (MSTR) and Strive (ASST), two prominent firms, have continued their Bitcoin accumulation strategies. Strategy recently acquired an additional 811 Bitcoin, investing $65.5 million in the digital asset. Concurrently, Strive followed suit by adding 124 Bitcoin to its reserves. These recent purchases collectively amount to 935 new Bitcoin entering the holdings of these two companies. With this latest acquisition, Strategy's total Bitcoin holdings have grown significantly, reaching an impressive 849,327 BTC. This continuous stacking by institutional players underscores ongoing corporate interest and confidence in Bitcoin as a strategic reserve asset.

Binance taps half its SAFU Bitcoin holdings, releases reserve proof
The article reports that Binance has significantly reduced the Bitcoin holdings in its Secure Asset Fund for Users (SAFU) wallet. Following a transfer of approximately 7,499 BTC related to a past hack, the SAFU wallet now holds around 7,500 BTC. This move indicates that a substantial portion—roughly half—of the fund's Bitcoin assets has been utilized or moved in connection with addressing the aftermath of the security breach. The article highlights that there is currently no disclosed timeline for when the SAFU fund, originally valued at $1 billion, will be fully replenished or restored to its original capacity. This event prompts questions about the ongoing liquidity and solvency measures of the exchange, particularly concerning its ability to cover potential future losses for users, despite releasing reserve proof.

Strategy Resumes Bitcoin Buys With $66M Purchase
A Bitcoin treasury firm, identified as "Strategy" (presumably MicroStrategy), has resumed its Bitcoin acquisition strategy with a significant $66 million purchase. In addition to this substantial investment in Bitcoin, the firm also undertook a strategic financial maneuver by spending $208.2 million to buy back its STRC preferred stock. These actions collectively led to a reduction in its USD cash reserves, bringing the balance down to $132.7 million. This indicates an active institutional strategy combining Bitcoin accumulation with corporate finance management.

‘We found room for even more orange’: Michael Saylor’s Strategy scoops up another 811 bitcoin for $65.5 million
MicroStrategy, under the leadership of Executive Chairman Michael Saylor, has significantly expanded its Bitcoin holdings by acquiring an additional 811 bitcoins. This latest purchase cost approximately $65.5 million and was disclosed shortly after the company reported a substantial $19.5 billion in net income for the third quarter. The acquisition underscores MicroStrategy's unwavering corporate strategy to accumulate Bitcoin as its primary treasury reserve asset, with Saylor explicitly stating their continued commitment to 'even more orange,' a common reference to Bitcoin.

Bitcoin eases to $77,900 as Binance customers pull $3.6 billion after withdrawals reopen
Bitcoin experienced a minor decline, falling 0.4% to approximately $77,900 since midnight UTC. This movement occurred as Binance customers initiated substantial withdrawals, pulling a net $3.64 billion after the exchange's withdrawal services were reactivated. Additionally, Bitcoin-focused exchange-traded funds (ETFs) recorded significant outflows, amounting to $643 million, contributing to the broader market sentiment.

Bitcoin ETFs lost $643 million in outflows Friday, and 2026 is barely green now
6d
Spot bitcoin ETFs see largest daily outflows in four months following record Binance hack
6d
Bitcoin ETF Investors Head for the Exits After Record Binance Hack
6d
A Nasdaq-listed company may sell $450 million bitcoin, citing Binance hack and quantum fears
Nasdaq-listed Next Technology Holding is contemplating the sale or loan of a significant portion of its Bitcoin treasury, specifically 5,833 BTC, which is valued at approximately $450 million. The company's authorization for these potential transactions stems from an evaluation of critical risks within the broader cryptocurrency landscape. Key factors influencing their decision include generalized concerns about exchange security, specifically referencing incidents like the Binance hack. Additionally, the company cited long-term, theoretical risks posed by quantum computing as another reason for reassessing their Bitcoin holdings strategy. Next Technology Holding clarified that despite citing the Binance hack as an example of exchange vulnerabilities, none of its substantial Bitcoin reserves are, or were, held on Binance.

Bitcoin stolen from Binance tops Tesla’s holdings and is over twice El Salvador’s reserve
A significant Bitcoin theft from Binance involved 18,270 BTC, valued at approximately $1.4 billion. This stolen amount is noteworthy as it exceeds Tesla's Bitcoin holdings and is more than twice the reserve held by El Salvador. The haul also comes within 442 coins of SpaceX’s publicly disclosed Bitcoin holdings. Blockchain investigators have attributed this large-scale security breach to North Korea.

MSTR Q3 2026 Earnings Call: Analyst Q&A
This article covers the Q3 2026 earnings call for MicroStrategy (MSTR), featuring Michael Saylor and Phong Le. The Q&A session with analysts delves into various corporate financial aspects, including discussions on digital credit, Stretch (STRC) at par, preferreds, and, significantly, the financialization of Bitcoin within MicroStrategy's broader strategy. The discussion highlights MicroStrategy's ongoing approach to integrating Bitcoin into its corporate finance and strategic vision, as presented by its key leaders.

Mike Flaum: MSTR Performance “Massively” to the Upside During Next BTC Bull Run
Log Scale CEO Mike Flaum discusses MicroStrategy's (MSTR) anticipated performance, projecting significant upside during the upcoming Bitcoin (BTC) bull run. The conversation delves into specific investment strategies, including the concept of daily dividends and a comparison between BTC preferred shares and traditional Treasuries as options for retirees. Flaum also addresses the crucial distinction between market volatility and true underlying risk when evaluating Bitcoin-related investments.

Strategy’s preferred-stock fix sets up renewed bitcoin buying, analysts say
8d
Tyler Evans: Bitcoin ETF Flows Flipped From “Highly Negative” to “Strong Accumulation”
Tyler Evans highlights a significant reversal in Bitcoin ETF flows, transitioning from "highly negative" to a phase of "strong accumulation." This shift is discussed within the context of Bitcoin's broader post-bear market setup, taking into account several key macroeconomic factors. These include the Federal Reserve's policy decisions, the behavior of bond yields, and the substantial impact of surging ETF accumulation on Bitcoin's market dynamics. The analysis also points to U.S. midterm elections as a pivotal event, potentially shaping Bitcoin's trajectory and the wider market landscape heading into 2027.

Alex Thorn: 50-Week Signal Says Bitcoin’s Bottom is In
Alex Thorn, an analyst from Galaxy, has publicly declared that Bitcoin's market bottom is now in. His assessment is primarily based on the cryptocurrency reclaiming its 50-week moving average, a significant technical indicator often used to gauge long-term trends. Additionally, Thorn pointed to Bitcoin's notable resilience at the $80,000 price point as further evidence supporting his call. He highlighted that adopting a long position in Bitcoin currently represents a contrarian strategy.

Alexandre Laizet on The French Debt Crisis: “Europe is in Need of Bitcoin”
Alexandre Laizet, featured in Bitcoin Magazine, discusses the escalating French Debt Crisis, where the nation's debt-to-GDP ratio has reached 120%. He argues that Europe, particularly facing issues of misspent debt and currency debasement, urgently requires Bitcoin. Laizet from Capital B advocates for the implementation of a Bitcoin treasury strategy as a robust response to these significant macroeconomic challenges.

Strategy CFO resigns as company posts record quarterly profit. MSTR stock falls 6%
9d
Strategy eyes more Bitcoin buys as Saylor touts $30B credit capacity
MicroStrategy, under the leadership of Michael Saylor, is reportedly exploring significant financial strategies, envisioning the creation of up to $30 billion in "digital credit". Saylor emphasizes that this considerable capital generation could be achieved without the need for additional common-stock fundraising or requiring further gains in Bitcoin's price. Concurrently, the company has reiterated its plans to proceed with more Bitcoin purchases, underscoring its continued dedication to accumulating the digital asset and maintaining its Bitcoin-centric corporate treasury strategy.
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