Notebook2118

#BinanceBlockchainWeek
#BTCstrategy $BTC

Bitcoin treasury company Strategy (formerly MicroStrategy) acquired an additional 10,624
BTC+2.71%

$BNB
for approximately $962.7 million at an average price of $90,615 per bitcoin between Dec. 1 and Dec. 7, according to an 8-K filing with the Securities and Exchange Commission on Monday — its largest purchase since July.

Strategy now holds a total of 660,624 BTC— worth around $60 billion — bought at an average price of $74,696 per bitcoin for a total cost of around $49.4 billion, including fees and expenses, according to the company's co-founder and executive chairman, Michael Saylor. To put that in perspective, the haul represents more than 3% of Bitcoin's total 21 million supply and implies around $10.6 billion of paper gains at current prices.

The latest acquisitions were made using proceeds from at-the-market sales of its Class A common stock, MSTR, and perpetual Stride preferred stock, STRD. Last week, Strategy sold 5,127,684 MSTR shares for approximately $928.1 million. As of Dec. 7, $13.4 billion worth of MSTR shares remain available for issuance and sale under that program, the firm said in the filing. Strategy also sold 442,536 STRD shares for $34.9 million, with $4.1 billion remaining under that ATM program

Tržní sentiment se zrychluje, modely likvidity se posouvají nahoru a na stejné době se shoduje více makroekonomických spouštěčů. Když k této úrovni souladu dojde, trhy často vstupují do fází velké expanze. Tady je to, co přichází — a proč je to kritické pro další cyklus kryptoměn:

PONDĚLÍ — POTENCIÁLNÍ SIGNÁLY QE
Rané ekonomické ukazatele naznačují možnost obnoveného kvantitativního uvolňování. Pokud bude potvrzeno, injectuje to do finančního systému velké množství likvidity. Kryptoměny historicky reagují rychleji a silněji než tradiční trhy, když se zvyšuje likvidita, což z toho dělá hlavní katalyzátor na začátku týdne.