A new signal has emerged in capital flows: the Strategy Bitcoin holdings have an unrealized loss of $10.829 billion, and the Bitcoin holdings of Strategy have an unrealized loss of $8.871 billion for Ethereum holdings.
Multi-source cross-referenced information shows: Strategy (MSTR) sold 1,638 BTC last week at a price of about $63,957, and currently holds 842,138 BTC, with an unrealized loss of $10.829B. The same event has been independently reported by COINPAPER, PANews, and TRADINGVIEW. $BTC is currently around $62,696, with a 24-hour change of -0.64%.
My view: single-day capital flows can’t define a trend; continuity matters more than absolute values. If the direction reverses over the next two days, this change is more likely just a portfolio reallocation.
Next to watch: whether Bitcoin-related price and trading volume confirm each other, and whether the news sources update the details. Do you think this is trend-following capital, or a one-time reallocation?
Data sources: COINPAPER, PANews, TRADINGVIEW, Surf, Binance; data as of 08-03 21:30. For observation only and does not constitute investment advice.
Multi-source cross-referenced information shows: Strategy (MSTR) sold 1,638 BTC last week at a price of about $63,957, and currently holds 842,138 BTC, with an unrealized loss of $10.829B. The same event has been independently reported by COINPAPER, PANews, and TRADINGVIEW. $BTC is currently around $62,696, with a 24-hour change of -0.64%.
My view: single-day capital flows can’t define a trend; continuity matters more than absolute values. If the direction reverses over the next two days, this change is more likely just a portfolio reallocation.
Next to watch: whether Bitcoin-related price and trading volume confirm each other, and whether the news sources update the details. Do you think this is trend-following capital, or a one-time reallocation?
Data sources: COINPAPER, PANews, TRADINGVIEW, Surf, Binance; data as of 08-03 21:30. For observation only and does not constitute investment advice.