Saylor has stopped. After buying crypto for four straight weeks, the streak ended this week.
Strategy did not buy more $BTC this week. Instead, it repurchased $204.9 million in STRC preferred stock and expanded its buyback program to $3 billion. Last quarter, the company was sitting on $8.3 billion in unrealized losses on its Bitcoin holdings. Against that backdrop, pausing purchases and buying back preferred shares speaks louder than any statement.
Sentiment elsewhere, however, is improving. Anthropic publicly filed its S-1 registration statement, reporting first-half revenue of $16.3 billion and a net loss of about $80.7 billion. The semiconductor sector rose 2.82% in a single day. The first frontier AI lab is officially gearing up for an IPO, lifting tech stocks and showing signs of a short-term recovery in risk appetite.
As for the Fed, the prevailing market expectation is that rates will remain unchanged this Wednesday, with the federal funds rate holding in the 3.75–4.00% range. The 10-year Treasury yield edged down to 4.986%. Brazil's market was rocked by Lula's unexpected reelection, with some stocks falling 50%. The impact was concentrated in emerging-market assets and the neocloud sector, with limited spillover to the broader U.S. stock market.
With institutions pausing their crypto purchases while sentiment toward tech stocks improves, the short-term direction for $BTC remains unclear. Whether Saylor's shift is a tactical adjustment or a change in pace will become clear from the purchase records over the coming weeks.
#比特币 #美联储 #RateHike
Strategy did not buy more $BTC this week. Instead, it repurchased $204.9 million in STRC preferred stock and expanded its buyback program to $3 billion. Last quarter, the company was sitting on $8.3 billion in unrealized losses on its Bitcoin holdings. Against that backdrop, pausing purchases and buying back preferred shares speaks louder than any statement.
Sentiment elsewhere, however, is improving. Anthropic publicly filed its S-1 registration statement, reporting first-half revenue of $16.3 billion and a net loss of about $80.7 billion. The semiconductor sector rose 2.82% in a single day. The first frontier AI lab is officially gearing up for an IPO, lifting tech stocks and showing signs of a short-term recovery in risk appetite.
As for the Fed, the prevailing market expectation is that rates will remain unchanged this Wednesday, with the federal funds rate holding in the 3.75–4.00% range. The 10-year Treasury yield edged down to 4.986%. Brazil's market was rocked by Lula's unexpected reelection, with some stocks falling 50%. The impact was concentrated in emerging-market assets and the neocloud sector, with limited spillover to the broader U.S. stock market.
With institutions pausing their crypto purchases while sentiment toward tech stocks improves, the short-term direction for $BTC remains unclear. Whether Saylor's shift is a tactical adjustment or a change in pace will become clear from the purchase records over the coming weeks.
#比特币 #美联储 #RateHike