Search results for mNAV
Crypto
Grayscale says bitcoin may have bottomed earlier than four-year cycle
Grayscale has raised the possibility that bitcoin may have hit its bottom earlier than the timing implied by the traditional four-year cycle. Grayscale Research head Zach Pandl said bitcoin is becoming a mature asset and is increasingly influenced by macroeconomic variables, including the Federal Reserve\'s rate decisions. He said bitcoin may already have bottomed if the Fed does not raise rates and economic growth holds. Regulatory uncertainty remains a risk.
Crypto
Strategy CEO says no balance sheet worry unless bitcoin breaks below $10,000
Strategy CEO Phong Le said the company has no financial problems unless bitcoin falls to $8,000 to $10,000, calling the range a key defence line for balance sheet stability. The company holds 840,000 bitcoin and has built a $3 billion dollar reserve. Le said the reserve supports its preferred stock STRC, which pays a 13 percent annual dividend and funds further bitcoin purchases.
Crypto
Long-term holders are not selling, why views differ on Bitcoin cycle bottom
Bitcoin supply held by long-term holders has reached a record high, prompting expectations that this market cycle’s bottom could form sooner than expected. Swan Bitcoin CEO Cory Klippsten cited on-chain data showing long-term holder balances at an all-time high. Others see the bottom later, with Rabbit Mining Pool founder Zhang Zhuoer projecting an October-to-December 2026 low near $42,000 to $44,000. Grayscale and Galaxy Digital flagged uncertainty over the U.S. Clarity Act.
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Crypto
Strategy\'s bitcoin all-in structure wobbles as losses and debt curb buying
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Crypto
Strategy may be urged to sell $3 billion worth of bitcoin as STRC dividend burden grows
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Crypto
Strategy mNAV falls below 1, market cap below bitcoin holdings value
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Crypto
Chinese prominent miner says bitcoin bottom will be in Oct-Dec 2026, above $40,000
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Crypto
Strategy\'s ability to buy more bitcoin in doubt as STRC weakens
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Crypto
Standard Chartered says Ethereum era to overtake Bitcoin has arrived after Strategy selloff
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Crypto
Strategy nears STRC issuance cap, will bitcoin buying slow
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Crypto
Strategy buys 535 more bitcoin, holdings rise to 818,869 BTC
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Crypto
Strategy buys 13,927 more bitcoin for $1 billion
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Crypto
Strategy\'s 762,099 BTC value disputed: $20 billion sale vs $100 billion repurchase
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Crypto
\'Big Short\' Michael Burry warns of \'financial catastrophe\' from bitcoin crash
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Crypto
Ethereum treasury firms\' losses swell; BitMine posts $6.95 billion loss