'Bitcoin One Million: The Final Chapter of Fiat' by Fred Krueger and Ben Sigman

Bitcoin's white paper turns 18, and small businesses are still paying for the bailouts it answered

The article commemorates the 18th anniversary of the Bitcoin white paper, drawing a stark contrast between its foundational principles and the current economic landscape. It asserts that small business owners are still enduring the costs of a financial system built upon bailouts. Onramp CEO Michael Tanguma proposes that businesses can actively protect a portion of their financial surplus by holding it in bitcoin, offering a strategic defense against the inherent instability and burdens imposed by the traditional banking system.

Stackers' Taste This Week

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.

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.

Monetary Truth and Monetary Lies (The Cost of Lies Manifesto, Bull Bitcoin)

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.

Doomberg: US Treasury Sanctions are “Wildly Bullish” for Bitcoin & Gold

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 (MSTR) Posts Record Operating Income as Bitcoin Rebounds in Q3 2026

Strategy (MSTR) achieved a record $20.91 billion in operating income during the third quarter of 2026. This significant financial performance was primarily attributed to the rebound in Bitcoin's price. However, the company also experienced a decline in overall revenue, negative year-to-date yield from its Bitcoin holdings, and ongoing financial obligations related to funding preferred dividends.

Strategy reports $19.5 billion in Q3 net income as preferred shareholders approve daily dividends

Strategy, a significant corporate entity, has announced its third-quarter financial results, reporting an impressive net income of $19.53 billion. A substantial portion of this profitability, specifically $20.91 billion, was directly attributed to gains from its Bitcoin holdings. The company maintains a considerable treasury, currently holding 848,517 BTC. In addition to its financial performance, Strategy has also made changes to its shareholder remuneration policy, with preferred shareholders now approved to receive daily dividends.

$11 Billion in Bitcoin Options Expire Tomorrow—Here's What It Means

4M Bitcoin Bought Above $85K Could Cap Recovery: Glassnode

According to Glassnode analysis, approximately 4 million Bitcoin were acquired at prices exceeding $85,000, a factor that could potentially limit the scope of any future price recovery for the cryptocurrency. The report notes that Bitcoin's current trading value is closely aligned with the average purchase price of holders in U.S. spot Bitcoin ETFs. This market observation comes in the wake of the Federal Reserve's decision to maintain interest rates, underscoring the influence of macroeconomic policy on Bitcoin's market performance.

Bitcoin price jumps to $81.5K as US GDP data beats expectations

Senator Bill Hagerty: Expanding the U.S. Strategic Bitcoin Reserve, & the Future of Dollar Hegemony

Senator Bill Hagerty discusses critical issues surrounding Bitcoin and U.S. financial policy, emphasizing the potential for expanding a U.S. Strategic Bitcoin Reserve and its implications for the future of dollar hegemony. He outlines his concerns regarding Central Bank Digital Currencies (CBDCs), viewing them as a threat to individual freedom. Furthermore, Hagerty addresses how regulatory ambiguity in the digital asset space has enabled overreach by the SEC, highlighting the need for clearer legislative action. The article, sourced from Bitcoin Magazine, also touches upon potential accomplishments Congress could achieve in these areas before the upcoming January session.

As $10 billion in bitcoin options near expiry, the tell is in the pricing

Bitcoin long-term resistance in focus as analysis sees selling risk above $85K

BTC price analysis from Glassnode draws attention to the $85,000 level, identifying it as the lower boundary of a cost-basis zone for long-term Bitcoin holders. This analysis suggests a potential selling risk if Bitcoin's price reaches or surpasses $85,000, as long-term holders may begin to realize profits.

Live updates: Bitcoin clings to $80,000 as Strategy’s cushion thins before earnings

The article reports that Bitcoin experienced a nearly 2% price dip ahead of MicroStrategy's third-quarter earnings announcement. This movement has significantly reduced the profit margin on the Bitcoin holdings of the largest corporate holder, which now sees its coins valued only approximately 6% above their original purchase price. This highlights the impact of recent market fluctuations on institutional Bitcoin investments and their financial reporting.

Bitcoin ETFs add $137M, pushing October back into the green

Bitcoin Exchange-Traded Funds (ETFs) recently experienced a notable surge in capital, adding $137 million in investments. This influx was significant enough to reverse October's earlier negative trend, pushing the month's overall performance into positive territory. Over a concentrated period of three days, these Bitcoin-specific investment vehicles successfully attracted a substantial $424 million. As a result of these strong inflows, the net total for October reached $111 million. This positive outcome is particularly noteworthy given the prevailing market conditions, which included a hawkish stance from the Federal Reserve and a generally weaker sentiment across the broader cryptocurrency market.

Bitcoin-backed mortgages are coming to Canada, but borrowers are still unaware of the cost

The article introduces the forthcoming availability of Bitcoin-backed mortgages in Canada, emphasizing a crucial risk for prospective borrowers: the possibility of collateral liquidation should Bitcoin's price experience a significant decline. However, the report also notes that APX, a company involved in these offerings, has stated that property collateral and cryptocurrency collateral will be managed distinctly to address such concerns.

Wall Street’s Fast Money Fled Bitcoin ETFs, Sovereign Funds Stepped In

According to research conducted by Galaxy, a significant shift in institutional investment in Bitcoin spot ETFs has been observed. The analysis indicates that nine major hedge funds and banks collectively divested approximately 68,000 BTC from their spot ETF holdings. This reduction is primarily linked to the drying up of the cash-and-carry trade, a strategy that previously offered arbitrage opportunities. Counterbalancing this divestment, the research highlights that wealth management platforms and sovereign funds have actively increased their exposure to Bitcoin spot ETFs. This suggests a rotation of institutional capital and a potential long-term accumulation trend from different types of institutional players, even as short-term arbitrage opportunities diminish.

Bitwise raises bitcoin price target to $1.6 million by 2036, projects 34% annualized returns

Samara Asset Group CEO: Bitcoin Treasury Companies a “Disservice to Shareholders”

Samara Asset Group CEO, Patrick Lowry, contends that companies merely holding Bitcoin as a treasury asset ("pure treasury plays") are doing a disservice to their shareholders. Lowry critiques the "digital gold" marketing narrative as being flawed, suggesting it misrepresents Bitcoin's full potential for corporate strategy. He explains that the market seems to reject static Bitcoin treasury approaches and highlights Samara Asset Group's alternative strategy. Instead of passive holding, Samara actively deploys BTC as working capital within its operations. This article, originally featured in Bitcoin Magazine, aims to elaborate on why certain corporate Bitcoin strategies may be failing and offers insight into a more dynamic utilization of Bitcoin for businesses.