Crypto Fortress 1
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Crypto Fortress 1
Crypto explorer | Building the decentralized future one block at a time | Insights on BTC, ETH, DeFi & beyond | Not financial advice.
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This is massive: CryptoQuant analyst Darkfost reports that 3.56 million $BTC is now considered lost.
Marking an all-time high equivalent to 17.7% of the circulating supply.
#BTC Price Analysis# #Macro Insights#
#BTC #Bitcoin #Altcoin Season#
Marking an all-time high equivalent to 17.7% of the circulating supply.
#BTC Price Analysis# #Macro Insights#
#BTC #Bitcoin #Altcoin Season#
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Trump is set to meet the CEOs of Coinbase, Ripple, and Kraken at the White House on August 19;
Right as the bill that was supposed to hand crypto its regulatory clarity is quietly losing altitude.
The CLARITY Act cleared the House back in 2025 and has been grinding through Senate committees since.
Majority Leader John Thune has now filed cloture on H.R. 3633, leaving roughly 14 legislative working days before the October recess to find 60 votes.
Prediction markets currently price 2026 passage at only about 20%, as talks stall over ethics provisions restricting officials' crypto holdings and banking-industry pushback against stablecoin yield features.
Adding to the uncertainty, the SEC quietly postponed its August 14 "Regulation Crypto" rulemaking session; removing another expected catalyst from the calendar entirely.
The market is already pricing in the stall. $BTC is stuck at $63,000, well off its 2026 highs, while $XRP is defending the psychologically important $1 level amid thin weekend volume and continued spot ETF outflows.
Monday's meeting won't pass a law. But it will signal whether the industry's biggest names walk out reassured; or recalibrating for a longer wait. #BTC Price Analysis#
#Bitcoin Price Prediction: What is Bitcoins next move?#
Right as the bill that was supposed to hand crypto its regulatory clarity is quietly losing altitude.
The CLARITY Act cleared the House back in 2025 and has been grinding through Senate committees since.
Majority Leader John Thune has now filed cloture on H.R. 3633, leaving roughly 14 legislative working days before the October recess to find 60 votes.
Prediction markets currently price 2026 passage at only about 20%, as talks stall over ethics provisions restricting officials' crypto holdings and banking-industry pushback against stablecoin yield features.
Adding to the uncertainty, the SEC quietly postponed its August 14 "Regulation Crypto" rulemaking session; removing another expected catalyst from the calendar entirely.
The market is already pricing in the stall. $BTC is stuck at $63,000, well off its 2026 highs, while $XRP is defending the psychologically important $1 level amid thin weekend volume and continued spot ETF outflows.
Monday's meeting won't pass a law. But it will signal whether the industry's biggest names walk out reassured; or recalibrating for a longer wait. #BTC Price Analysis#
#Bitcoin Price Prediction: What is Bitcoins next move?#
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#Bitcoin activity is drying up across the board.
Spot, futures, options, ETFs and DAT equities are all down 21-47% MoM, while price barely moved.
The market isn't selling, it's simply waiting for a reason to care.
$BTC #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?#
Spot, futures, options, ETFs and DAT equities are all down 21-47% MoM, while price barely moved.
The market isn't selling, it's simply waiting for a reason to care.
$BTC #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?#
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$LINK: technical breakdown & growth catalysts
Chainlink is rapidly emerging as one of the most compelling setups in the current market. It continues to set the benchmark for cross-chain connectivity, compliance, and real-world data integration.
On the 4-hour WhiteBIT chart, $LINK cleanly broke out of a prolonged consolidation phase, pushing towards $9.53 after testing local highs above $9.70-$9.80.
The Bollinger Bands clearly capture this transition from a volatility squeeze into a strong trend expansion, with the price hugging the upper band while the 20 SMA at $9.34 now serves as solid dynamic support.
The RSI sits at a healthy 64.05, cooling off nicely from its previous overbought spike near 80 to leave plenty of runway for the next leg up.
Crucially, the breakout above the $8.80-$9.00 range was backed by a noticeable surge in volume, confirming genuine institutional and retail backing.
Expanding institutional collaborations with heavyweights like Amundi, Visa, and Canton reinforce Chainlink's dominance in real-world asset tokenization. Meanwhile, the development of the Chainlink Runtime Environment and its Cross-Chain Interoperability Protocol (CCIP) positions the network as the essential settlement highway for autonomous Al agents moving assets across disparate blockchains.
As long as LINK holds above the critical $9.34-$9.50 support zone, the immediate market structure remains firmly bullish, paving the way for a retest of $9.80 and a swift push toward the $10.00+ psychological barrier.
DYOR!
#LINK #Macro Insights#
Chainlink is rapidly emerging as one of the most compelling setups in the current market. It continues to set the benchmark for cross-chain connectivity, compliance, and real-world data integration.
On the 4-hour WhiteBIT chart, $LINK cleanly broke out of a prolonged consolidation phase, pushing towards $9.53 after testing local highs above $9.70-$9.80.
The Bollinger Bands clearly capture this transition from a volatility squeeze into a strong trend expansion, with the price hugging the upper band while the 20 SMA at $9.34 now serves as solid dynamic support.
The RSI sits at a healthy 64.05, cooling off nicely from its previous overbought spike near 80 to leave plenty of runway for the next leg up.
Crucially, the breakout above the $8.80-$9.00 range was backed by a noticeable surge in volume, confirming genuine institutional and retail backing.
Expanding institutional collaborations with heavyweights like Amundi, Visa, and Canton reinforce Chainlink's dominance in real-world asset tokenization. Meanwhile, the development of the Chainlink Runtime Environment and its Cross-Chain Interoperability Protocol (CCIP) positions the network as the essential settlement highway for autonomous Al agents moving assets across disparate blockchains.
As long as LINK holds above the critical $9.34-$9.50 support zone, the immediate market structure remains firmly bullish, paving the way for a retest of $9.80 and a swift push toward the $10.00+ psychological barrier.
DYOR!
#LINK #Macro Insights#
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Strategy Adds $150M to Cash Reserve, Buys Back $132M of STRC
Strategy strengthened its liquidity position this week without selling any $BTC. The company added $150M to its USD Reserve, bringing total cash reserves to $4.8B, while repurchasing $132M of STRC preferred stock. According to Michael Saylor, the move extended Strategy's USD Duration to 2.8 years, up another 41 days, while tightening STRC's $BTC Credit to 114 bps.
As of August 16, Strategy still holds 840,447 $BTC. The important part is the capital structure. A larger USD reserve gives Strategy more capacity to service dividends and interest without relying on $BTC sales, while repurchasing STRC reduces preferred exposure at the same time.
In other words, Strategy isn't adding Bitcoin right now; it's building a stronger liquidity buffer around the Bitcoin it already owns. For $MSTR, that may be increasingly important if $BTC remains below Strategy's average acquisition cost.
#BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?#
Strategy strengthened its liquidity position this week without selling any $BTC. The company added $150M to its USD Reserve, bringing total cash reserves to $4.8B, while repurchasing $132M of STRC preferred stock. According to Michael Saylor, the move extended Strategy's USD Duration to 2.8 years, up another 41 days, while tightening STRC's $BTC Credit to 114 bps.
As of August 16, Strategy still holds 840,447 $BTC. The important part is the capital structure. A larger USD reserve gives Strategy more capacity to service dividends and interest without relying on $BTC sales, while repurchasing STRC reduces preferred exposure at the same time.
In other words, Strategy isn't adding Bitcoin right now; it's building a stronger liquidity buffer around the Bitcoin it already owns. For $MSTR, that may be increasingly important if $BTC remains below Strategy's average acquisition cost.
#BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?#
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El Salvador Keeps Stacking Bitcoin!
El Salvador now holds 7,743 $BTC, worth roughly $490M, and continues to add Bitcoin almost every day. The interesting part is not just the size of the stack, it's the consistency. Despite every market cycle, the country has not sold a single Bitcoin since the program began.
Conviction shows when the market gets noisy!
#ElSalvador #CryptoNews
El Salvador now holds 7,743 $BTC, worth roughly $490M, and continues to add Bitcoin almost every day. The interesting part is not just the size of the stack, it's the consistency. Despite every market cycle, the country has not sold a single Bitcoin since the program began.
Conviction shows when the market gets noisy!
#ElSalvador #CryptoNews
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Gold Is 22% Below Its ATH. Central Banks Are Buying More - $BTC Next?
+62% that's how much central-bank gold buying jumped YoY in Q2, reaching 289 tonnes. We just talked about the Bank of Korea taking a $250M gold ETF position after 13 years. Now the broader picture makes that move look much less isolated.
In Q2:
- Poland → +51t
- China -> +33t, its biggest quarter since 2023
🇺🇿 Uzbekistan →+ 16t
🇰🇿 Kazakhstan →+15t
And there may be more coming: a record 45% of surveyed central banks say they expect to increase their own gold reserves over the next 12 months.
Gold gets much less attention now than when it was printing ATH after ATH. But central banks haven't lost interest maybe something is starting to build again on the traditional-assets side...
#Altcoin Season# #BTC Price Analysis#
#Gold
+62% that's how much central-bank gold buying jumped YoY in Q2, reaching 289 tonnes. We just talked about the Bank of Korea taking a $250M gold ETF position after 13 years. Now the broader picture makes that move look much less isolated.
In Q2:
- Poland → +51t
- China -> +33t, its biggest quarter since 2023
🇺🇿 Uzbekistan →+ 16t
🇰🇿 Kazakhstan →+15t
And there may be more coming: a record 45% of surveyed central banks say they expect to increase their own gold reserves over the next 12 months.
Gold gets much less attention now than when it was printing ATH after ATH. But central banks haven't lost interest maybe something is starting to build again on the traditional-assets side...
#Altcoin Season# #BTC Price Analysis#
#Gold
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Capital B bought another 5 $BTC for €280,000, bringing its strategic #Bitcoin holdings to 3,145 #BTC.
The company funded the purchase through new shares, continuing its Bitcoin accumulation strategy.
Capital B says its BTC Yield is 2.14% YTD, meaning its Bitcoin per fully diluted share has increased.
The interesting part: Capital B keeps buying while Strategy has been selling BTC to fund dividends and share buybacks.
For now, the key question is whether Capital B can keep increasing BTC per share as it
raises more capital.
#Macro Insights#
The company funded the purchase through new shares, continuing its Bitcoin accumulation strategy.
Capital B says its BTC Yield is 2.14% YTD, meaning its Bitcoin per fully diluted share has increased.
The interesting part: Capital B keeps buying while Strategy has been selling BTC to fund dividends and share buybacks.
For now, the key question is whether Capital B can keep increasing BTC per share as it
raises more capital.
#Macro Insights#
Goldman Sachs s’achète une place plus profonde dans les ETF crypto
Goldman Sachs a accepté d’acquérir NEOS Investments pour 2,25 Md$, une opération qui donnera à la banque le contrôle de trois ETF crypto axés sur les options $BTC et Ethereum. Les fonds sont :
NEOS Bitcoin High Income ETF (BTCI) - plus de 1 Md$ d’actifs sous gestion
Boosted Bitcoin High Income ETF (XBCI)
Ethereum High Income ETF (NEHI)
NEOS gère actuellement 19 ETF pour environ 30 Md$ d’actifs. Après l’acquisition, Goldman Sachs s’attend à ce que ses actifs combinés d’ETF dépassent 130 Md$, ce qui en ferait le 8e plus grand fournisseur d’ETF au niveau mondial.
Le point intéressant, c’est que ces ETF ne sont pas des ETF crypto “spot” traditionnels. Ils utilisent des stratégies d’options pour générer des revenus, notamment des calls couverts.
Goldman Sachs avait déjà déposé une demande pour son propre Bitcoin Premium Income ETF, mais Eric Balchunas de Bloomberg estime que l’acquisition de NEOS donne en pratique à la banque une voie plus rapide vers le même marché.
#BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?#
Goldman Sachs a accepté d’acquérir NEOS Investments pour 2,25 Md$, une opération qui donnera à la banque le contrôle de trois ETF crypto axés sur les options $BTC et Ethereum. Les fonds sont :
NEOS Bitcoin High Income ETF (BTCI) - plus de 1 Md$ d’actifs sous gestion
Boosted Bitcoin High Income ETF (XBCI)
Ethereum High Income ETF (NEHI)
NEOS gère actuellement 19 ETF pour environ 30 Md$ d’actifs. Après l’acquisition, Goldman Sachs s’attend à ce que ses actifs combinés d’ETF dépassent 130 Md$, ce qui en ferait le 8e plus grand fournisseur d’ETF au niveau mondial.
Le point intéressant, c’est que ces ETF ne sont pas des ETF crypto “spot” traditionnels. Ils utilisent des stratégies d’options pour générer des revenus, notamment des calls couverts.
Goldman Sachs avait déjà déposé une demande pour son propre Bitcoin Premium Income ETF, mais Eric Balchunas de Bloomberg estime que l’acquisition de NEOS donne en pratique à la banque une voie plus rapide vers le même marché.
#BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?#
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$ETH
Vitalik says #Ethereum aims for massive scalability while preserving decentralization, security, and censorship resistance.
Vitalik says #Ethereum aims for massive scalability while preserving decentralization, security, and censorship resistance.
SpaceXAI est officiel : L’acquisition de 60 Md$ de Cursor change la donne
SpaceX vient de finaliser son acquisition record de 60 milliards de dollars en actions de gré à gré d’Anysphere, l’équipe à l’origine de l’agent de codage IA Cursor !
Cursor devient officiellement une filiale clé sous l’appellation rebrandée de SpaceXAI. Le principal catalyseur ? Obtenir un accès direct au superordinateur Colossus de xAI et au plus grand parc mondial de GPU pour entraîner des modèles de prochaine génération comme Grok 4.6 et alimenter Grok Bot.
Wall Street commence à regarder de près : Morgan Stanley estime que ce pivot logiciel pourrait générer jusqu’à 13 Md$ de revenus d’ici 2027, avec des objectifs de cours à long terme pouvant atteindre 600 $.
Tout comme le $BTC a transformé un simple test technologique en infrastructure monétaire mondiale, les géants de la tech comprennent que la puissance de calcul brute et les agents IA sont les actifs réels ultimes de cette décennie.
#Analyse du prix du #BTC#
#Prédiction du prix du Bitcoin : quelle sera la prochaine étape de Bitcoins ?#
SpaceX vient de finaliser son acquisition record de 60 milliards de dollars en actions de gré à gré d’Anysphere, l’équipe à l’origine de l’agent de codage IA Cursor !
Cursor devient officiellement une filiale clé sous l’appellation rebrandée de SpaceXAI. Le principal catalyseur ? Obtenir un accès direct au superordinateur Colossus de xAI et au plus grand parc mondial de GPU pour entraîner des modèles de prochaine génération comme Grok 4.6 et alimenter Grok Bot.
Wall Street commence à regarder de près : Morgan Stanley estime que ce pivot logiciel pourrait générer jusqu’à 13 Md$ de revenus d’ici 2027, avec des objectifs de cours à long terme pouvant atteindre 600 $.
Tout comme le $BTC a transformé un simple test technologique en infrastructure monétaire mondiale, les géants de la tech comprennent que la puissance de calcul brute et les agents IA sont les actifs réels ultimes de cette décennie.
#Analyse du prix du #BTC#
#Prédiction du prix du Bitcoin : quelle sera la prochaine étape de Bitcoins ?#
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White House reportedly plans crypto $BTC industry meeting next week
The White House is reportedly preparing a meeting with crypto industry executives and prediction market leaders next week, according to Politico, citing three sources familiar with the plans.
Executives from traditional financial companies could also join the meeting, while Donald Trump's attendance has not yet been confirmed.
The timing is notable: the meeting could take place just one day before the first session of the new CFTC Advisory Committee on Innovation, scheduled for August 20.
The committee includes executives from crypto, finance, gaming and prediction market companies.
#BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?#
The White House is reportedly preparing a meeting with crypto industry executives and prediction market leaders next week, according to Politico, citing three sources familiar with the plans.
Executives from traditional financial companies could also join the meeting, while Donald Trump's attendance has not yet been confirmed.
The timing is notable: the meeting could take place just one day before the first session of the new CFTC Advisory Committee on Innovation, scheduled for August 20.
The committee includes executives from crypto, finance, gaming and prediction market companies.
#BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?#
Harvard a PAUSÉ la vente de son ETF $BTC au cours du T2, conservant 3,04 millions d’actions de BlackRock IBIT d’une valeur de 101,4 millions de dollars, après avoir réduit sa position pendant deux trimestres consécutifs.
Ses avoirs en or divulgués ont totalisé 171,2 millions de dollars, tandis qu’il n’a maintenu aucune exposition à un ETF $ETH.
SPCX est resté le plus important placement public de Harvard, à 2,21 milliards de dollars, représentant 52 % de son portefeuille divulgué..
#Analyse du prix du BTC#
Ses avoirs en or divulgués ont totalisé 171,2 millions de dollars, tandis qu’il n’a maintenu aucune exposition à un ETF $ETH.
SPCX est resté le plus important placement public de Harvard, à 2,21 milliards de dollars, représentant 52 % de son portefeuille divulgué..
#Analyse du prix du BTC#
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What If the CLARITY Act Never Passes?
The CLARITY Act is supposed to answer one of $BTC crypto's biggest US questions: wh regulates what (the SEC or CFTC) and what rules crypto companies have to follow.
We've spent a lot of this year stressing over every headline around those names.. and maybe it's time to relax a little?
🇺🇸 Chris Perkins, Head of Franklin Crypto at Franklin Templeton, says crypto would be "just fine" even if the bill never becomes law. He argues that regulatory clarity is already being built through the agencies themselves:
• the SEC and CFTC are developing clearer rules under Paul Atkins and Michael Selig
• their joint work shows progress doesn't have to wait for Congress
So in his view, $BTC and the rest of crypto can keep getting a clearer US rulebook even without this much-discussed bill.
I'd still like to see CLARITY pass, though. Europe already has MICA creating one common framework for crypto, and it would be good to get another strong signal from the US too.
But if CLARITY stalls, it probably isn't the disaster many expected
#CLARITYAct #BTC Price Analysis# #BTC Price Analysis#
The CLARITY Act is supposed to answer one of $BTC crypto's biggest US questions: wh regulates what (the SEC or CFTC) and what rules crypto companies have to follow.
We've spent a lot of this year stressing over every headline around those names.. and maybe it's time to relax a little?
🇺🇸 Chris Perkins, Head of Franklin Crypto at Franklin Templeton, says crypto would be "just fine" even if the bill never becomes law. He argues that regulatory clarity is already being built through the agencies themselves:
• the SEC and CFTC are developing clearer rules under Paul Atkins and Michael Selig
• their joint work shows progress doesn't have to wait for Congress
So in his view, $BTC and the rest of crypto can keep getting a clearer US rulebook even without this much-discussed bill.
I'd still like to see CLARITY pass, though. Europe already has MICA creating one common framework for crypto, and it would be good to get another strong signal from the US too.
But if CLARITY stalls, it probably isn't the disaster many expected
#CLARITYAct #BTC Price Analysis# #BTC Price Analysis#
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Strategy holds $53B in $BTC
The bigger question isn't whether they sell it's whether an index rule could force the market to react.
If passive funds are required to rebalance, a technical rule could create real selling pressure, regardless of long-term conviction.
Bitcoin's liquidity will be tested. Watch the flows.
#BTC Price Analysis# #Altcoin Season#
The bigger question isn't whether they sell it's whether an index rule could force the market to react.
If passive funds are required to rebalance, a technical rule could create real selling pressure, regardless of long-term conviction.
Bitcoin's liquidity will be tested. Watch the flows.
#BTC Price Analysis# #Altcoin Season#
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On this day in 2017, bitcoin made history by breaking above $4,400 for the first time.
fast forward to 2025, and $btc pushed past $124k.
from $4.4k to $124k — what a journey.
#btc
fast forward to 2025, and $btc pushed past $124k.
from $4.4k to $124k — what a journey.
#btc
Voir la traduction
+8,000% Profit Unlocked? Ancient BTC Moves $7M+ After A Decade of Silence
The market is keeping everyone on their toes this week. $BTC is down about 2% over the last seven days, currently floating around $63,030. Between broader macro noise and the delayed U.S. CLARITY Act, traders are playing it safe.
But behind the scenes, something much more interesting is happening.
According to Galaxy Research, four ancient wallets- inactive for over 12 years - just transferred a total of 114.39 BTC in less than 48 hours. We're talking about wallets created back in early 2014 when BTC was trading around a modest $814.
That's a massive +8,000% gain sitting on those balances.
Here is how it went down:
• On August 11, three 2014-era wallets moved 87.43 BTC across three separate transactions.
• Just a day prior, a fourth wallet from the same era transferred 26.96 BTC.
• The funds ended up in fresh, modern P2SH-script wallets.
Moving coins doesn't automatically mean a market dump is incoming. In fact, OG holders often move funds simply to upgrade security protocols, shift to modern cold storage, or rebalance custody setups. However, given how sensitive the market is right now especially with memories of Mt. Gox payouts keeping supply fears alive any sudden wake-up call from early whales gets immediate attention..
If these ancient coins eventually hit exchanges, we could see short-term sell pressure. But until then, it's a strong reminder: patience in crypto pays off big time.
#BTC Price Analysis#
#Bitcoin Price Prediction: What is Bitcoins next move?#
The market is keeping everyone on their toes this week. $BTC is down about 2% over the last seven days, currently floating around $63,030. Between broader macro noise and the delayed U.S. CLARITY Act, traders are playing it safe.
But behind the scenes, something much more interesting is happening.
According to Galaxy Research, four ancient wallets- inactive for over 12 years - just transferred a total of 114.39 BTC in less than 48 hours. We're talking about wallets created back in early 2014 when BTC was trading around a modest $814.
That's a massive +8,000% gain sitting on those balances.
Here is how it went down:
• On August 11, three 2014-era wallets moved 87.43 BTC across three separate transactions.
• Just a day prior, a fourth wallet from the same era transferred 26.96 BTC.
• The funds ended up in fresh, modern P2SH-script wallets.
Moving coins doesn't automatically mean a market dump is incoming. In fact, OG holders often move funds simply to upgrade security protocols, shift to modern cold storage, or rebalance custody setups. However, given how sensitive the market is right now especially with memories of Mt. Gox payouts keeping supply fears alive any sudden wake-up call from early whales gets immediate attention..
If these ancient coins eventually hit exchanges, we could see short-term sell pressure. But until then, it's a strong reminder: patience in crypto pays off big time.
#BTC Price Analysis#
#Bitcoin Price Prediction: What is Bitcoins next move?#
URGENT : 🇨🇭 La banque centrale suisse
vient d’annoncer qu’elle détient pour 64 000 000 $ d’exposition au $BTC via #MSTR.
L’Europe s’éveille au BTC, et c’est un autre signal que l’intérêt institutionnel se propage au-delà des marchés habituels.
La théorie des jeux se déroule à l’échelle mondiale.
Les banques centrales, les institutions et les grands investisseurs trouvent de plus en plus de moyens d’obtenir une exposition au Bitcoin.
La grande question maintenant : qui passe en premier, et qui se retrouve distancé ?
vient d’annoncer qu’elle détient pour 64 000 000 $ d’exposition au $BTC via #MSTR.
L’Europe s’éveille au BTC, et c’est un autre signal que l’intérêt institutionnel se propage au-delà des marchés habituels.
La théorie des jeux se déroule à l’échelle mondiale.
Les banques centrales, les institutions et les grands investisseurs trouvent de plus en plus de moyens d’obtenir une exposition au Bitcoin.
La grande question maintenant : qui passe en premier, et qui se retrouve distancé ?
Voir la traduction
JPMorgan Doubles Bitcoin ETF Exposure and Adds Ethereum, XRP Back
Even as spot $BTC ETFs see unstable daily flows, JPMorgan is quietly increasing its crypto exposure. The bank's Q2 filing shows $355.7M in BlackRock IBIT holdings, up sharply from roughly $162M in Q1, while Ethereum ETF exposure jumped 338%
Meanwhile, JPMorgan returned to XRP through Bitwise and Grayscale ETFs, while also adding a new position in the Bitwise Solana Staking ETF. Its Ethereum position reached about $14.3M, still more than 20x smaller than its Bitcoin exposure.
The filing shows a clear hierarchy: Bitcoin remains the main institutional bet, Ethereum is growing fast, and $XRP is slowly returning to the mix. With the next 13F due in November, the key question is whether JPMorgan keeps adding crypto exposure in Q3 or starts cutting back.
#BTC Price Analysis#
#XRP #Macro Insights#
Even as spot $BTC ETFs see unstable daily flows, JPMorgan is quietly increasing its crypto exposure. The bank's Q2 filing shows $355.7M in BlackRock IBIT holdings, up sharply from roughly $162M in Q1, while Ethereum ETF exposure jumped 338%
Meanwhile, JPMorgan returned to XRP through Bitwise and Grayscale ETFs, while also adding a new position in the Bitwise Solana Staking ETF. Its Ethereum position reached about $14.3M, still more than 20x smaller than its Bitcoin exposure.
The filing shows a clear hierarchy: Bitcoin remains the main institutional bet, Ethereum is growing fast, and $XRP is slowly returning to the mix. With the next 13F due in November, the key question is whether JPMorgan keeps adding crypto exposure in Q3 or starts cutting back.
#BTC Price Analysis#
#XRP #Macro Insights#
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