Hippo 河马

$BNB is the best performer, but CZ said that BNB does not have market makers!\n\nFirst, CZ denied that related entities participated in BNB trading: \n CZ clearly stated that he does not know of any entities related to him that have recently bought or sold BNB. The implication is that he is telling the brothers that BNB is a market choice, and neither he nor Binance has intervened in the price of BNB; BNB is absolutely trustworthy!\n\nSecondly, he emphasized the community characteristics of BNB: \nIn addition to mentioning that BNB has no market makers, he also emphasized that BNB has a community and builders, which is Binance's greatest confidence, coming from the community, relying on the community, and respecting the community!\n\nFinally, he highlighted the deflationary property of BNB: \nCZ specifically mentioned that "BNB is deflationary," meaning that BNB reduces its circulating supply through a periodic destruction mechanism. This deflationary model makes the long-term scarcity of BNB possible, theoretically benefiting its value, especially long-term value!\n\nIn a word, BNB is amazing!

MicroStrategy @Strategy last week’s shady moves:

→ Raised $653 million by selling $MSTR
→ Increased cash reserves to $4.65 billion, covering about 2.7 years of dividends
→ Sold 1,690 units of $BTC and earned a $108.6 million share buyback $STRC
→ Currently holds 840,447 BTC

After continuous Bitcoin sales, it’s clear that Strategy’s playbook is changing:

▪️ In the past: financing → buy Bitcoin → raise more funds → buy more Bitcoin

▪️ Now: more proactively managing capital, no longer simply putting all funds into BTC.

More U.S. dollar reserves, a more proactive management approach—this gives Strategy stronger resilience and more flexibility in capital deployment, reducing the risk of a blow-up. It’s good for both the company and Bitcoin!
#比特币

Who is in the empty $GRVT ???

GM🥰
Got up and picked up money💰
$GRVT $BTC

Compared with last week, Bitcoin spot ETF net inflows were $853 million
Reaching the highest level in nearly 4 months
Is the capital trend reversing?
#比特币 $BTC

I thought it was G-Dragon. Turns out it’s the young Buffett.

In his youth, he ate his fill of insider information—leverage cranked to the max, full position, all-in—annualized returns of 80%+

Later, when he had more money and was older, the penalties were too severe. He had no choice but to turn to value investing.

After MicroStrategy, Canaan Technology has also started selling coins, but I say this is good news for Bitcoin.

Canaan just announced: it has authorized the sale of a portion of its digital assets (about $130 million worth of BTC + ETH) to repurchase its own shares.

The reason is very straightforward—its market value has already fallen to below the cryptocurrency + cash on its balance sheet, and the market is pricing its core business as if it were worth close to zero.

So they made a very rational choice: exchanging their self-mined Bitcoin for undervalued stock (average cost roughly $59,000).

This isn’t panic selling—it’s balance-sheet arbitrage!

When Bitcoin treasury companies and miners sell coins, the deeper implication is that more of them are beginning to use BTC for capital allocation, rather than blindly HODLing.

When the stock is severely undervalued, BTC has effectively become these companies’ hardest “cash equivalents.” This is precisely what it suggests about Bitcoin’s role on corporate balance sheets—it’s becoming more real and more mature.

In the long run, this is a healthy signal for the Bitcoin ecosystem.​​​​​​​​​​​​​​​​​​​​​​​#比特币 $BTC

Having been involved in too many projects and believed in too many projects
Grvt is one such thing right now

From the perspective of what’s been said above alone, a Grand Slam is a good TGE
But what’s been said above doesn’t represent everything

What the community expects is returns that meet expectations
So the TGE is just the beginning

Hope that one year from now we’re still building, and the price is still beautiful
To those who criticized you—let me sincerely say one thing: Big G is awesome!
$GRVT

Is the micro-strategy going to sell crypto again?
According to Lookonchain monitoring, a wallet suspected to be related to Strategy transferred another 1,030 BTC today, worth approximately $66.14 million.

Notably, last week Strategy sold 1,638 BTC, cashing out about $102.4 million.

On the other hand, the Bitcoin miner MARA has also made a large on-chain transfer.

Within the past ~five hours, MARA transferred 6,000 BTC to TwoPrime, worth about $384.6 million. Currently, MARA holds 36,303 BTC, with a total value of approximately $2.34 billion.

However, institutional transfers don’t necessarily mean selling—it could also be part of asset management or custody arrangements.
#比特币走势分析 $BTC

Bitcoin is steadily eroding gold’s monetary attributes

If Bitcoin were used to replace the U.S. dollar to price gold, over the past few years, the amount of Bitcoin required to buy 1 troy ounce of gold (four-year moving average) has been declining continuously:

* 2020: 0.8315 BTC
* 2021: 0.2962 BTC (down 64.4%)
* 2022: 0.1530 BTC (down 48.4%)
* 2023: 0.1247 BTC (down 18.5%)
* 2024: 0.0888 BTC (down 28.8%)
* 2025: 0.0546 BTC (down 38.6%)
* 2026: 0.0533 BTC (down 2.4%)

Since the beginning of 2020, the four-year moving average price of gold denominated in Bitcoin has fallen by 93.5%.

Notably, even if gold’s performance in 2026 actually outpaces Bitcoin, this year’s four-year moving average price has only rebounded by 1.7%.

As long as its purchasing power relative to Bitcoin continues to decline, Bitcoin will keep eroding gold’s position as a store of value.

That is also why some people believe Bitcoin is gradually weakening gold’s monetary attributes.
#比特币走势分析 $BTC

Strategy sold $BTC and $MSTR , pushing its cash reserves above $4 billion, and repurchased $81.2 million worth of STRC!

In the latest week, Strategy carried out the following actions:
- Sold 3.011 million shares of MSTR, raising $290.6 million
- Sold 1,638 BTC, generating $104.7 million

The funds were mainly used for:
- $250 million to replenish U.S. dollar cash reserves
- $52.4 million to pay preferred stock dividends
- $81.2 million to repurchase 912,143 shares of STRC
- $11.7 million to increase cash balance

Worth noting is that this repurchase spent only $81.2 million while reducing preferred share repayment obligations by $91.2 million—effectively repurchasing liabilities at a discount, further optimizing the company’s capital structure.

After completing this round of operations, Strategy:
- Has increased its USD cash reserves to $4.0 billion
- Keeps the STRC dividend yield at 12%

Judging from recent moves, Strategy’s focus is not only on continuing to allocate to Bitcoin, but also on steadily strengthening cash reserves and optimizing its liability structure—preserving greater financial flexibility to continue executing its Bitcoin strategy in the future.

Trump again urged the Senate to pass the “CLARITY Act” as soon as possible to establish a clearer regulatory framework for digital assets in the United States.

Meanwhile, former U.S. Secretary of Defense Mark also issued a warning: “This week may be the last window to push the bill through. If we miss this opportunity, China will take the lead in this competition.”
#比特币走势分析 $BTC

Sure enough, as I expected, Strategy did not buy Bitcoin last week. Instead, it increased its cash reserves by $525 million and repurchased $25 million worth of STRC.

The main actions were as follows:
▪️ Sold 5,429,160 shares of MSTR, raising $525 million
▪️ Cash reserves increased to $3.75 billion, enough to cover approximately 2.1 years of preferred stock dividend payments
▪️ In addition to the cash reserves, the company’s remaining Bitcoin holdings can still provide dividend coverage of about 31.1 years
▪️ Spent $25 million to repurchase 288,930 shares of STRC
▪️ Of the previously announced share repurchase program for preferred securities, there is currently still $975 million in remaining authorization available for continued repurchases of preferred stock

The additional cash reserves and the gains brought by repurchasing STRC at a discount offset the dilution impact from issuing new shares. The data shows:

▪️ Cash- and Bitcoin-related equity per share (CEBE) increased by about 0.15%
▪️ The number of Bitcoins per share declined by 1.41%, but total shareholder equity still grew net
▪️ The Bitcoin exposure for common shareholders increased by 211 satoshis, rising from 144,324 satoshis to 144,525 satoshis

This means that even without continuing to buy Bitcoin, Strategy has still increased the long-term value of common shareholders through capital market operations.

Based on recent actions, Strategy’s focus is no longer only on continuously accumulating Bitcoin, but also on constantly optimizing its balance sheet, strengthening the safety buffer for cash flow, and using capital market tools to increase per-share value.

This strategy also gives it greater flexibility, allowing it to continue increasing its Bitcoin holdings when opportunities arise in the future.
#比特币 $BTC $MSTR

Blind guessing: the micro-strategy is continuing to stockpile cash
instead of buying more Bitcoin
#比特币 $BTC

Major institutions have collectively endorsed the “CLARITY Act,” hoping the United States will establish a clear, unified regulatory framework for digital assets as soon as possible.

- BlackRock
- Charles Schwab
- Fidelity
- Goldman Sachs
- Grayscale

#比特币走势分析 $BTC

Many people think Bitcoin is just the product of a single person’s sudden inspiration?

But in reality, Bitcoin brings together research achievements from over 40 years, as well as the combined efforts of countless cryptographers, computer scientists, and pioneers.

Satoshi Nakamoto simply assembled the pieces of a “puzzle” that already existed—cleverly combining them to achieve perfect balance and synergy.
#比特币走势分析 $BTC

The world’s largest custodian bank, BNY Mellon, with $6 trillion in assets under management, is hiring a Director of Bitcoin and Crypto Operations, based in New York, with an annual salary of $130,000–$218,000.

Institution after institution is beginning to position itself—many people just haven’t noticed this trend yet. By the time everyone becomes aware of it, the market may already be entering the next phase.
#比特币走势分析 $BTC

Change the world doesn’t necessarily mean investors make money

At the April 2000 Berkshire Hathaway shareholders meeting, a shareholder suggested to Buffett: “Use 10% of your funds to invest in internet and technology stocks. The whole market is chasing the tech rally—why not join in?”

Buffett replied: “We will never buy businesses that we can’t truly understand. Our standards are simple: we must be able to reasonably predict what this company will look like ten years from now.

The internet industry is indeed changing the world, but changing the world doesn’t necessarily mean it can make investors money.”
#全球科技股延续抛售 $BTC

Does history ever keep repeating itself?
History is always surprisingly similar?
$BTC vs gold, what do you think?