Strategy's "Death Spiral": Bitcoin Falls Below Cost Line, Hundred-Billion Leverage Empire Faces Liquidation
The wealth creation myth of MSTR is evolving into a "death spiral" crisis.
2026-02-06
BTC
invest
Strategy
Crypto Stock Barometer | BitMine's ETH Holdings Show Paper Losses of $6.95 Billion, but Tom Lee Says Bitmine Has No Debt; Strategy Raises $7.4 Billion via Digital Credit in 2025 (February 3rd)
The top three weekly gainers among crypto-related stocks were HYPD, WULF, and DEFT.
2026-02-03
BTC
ETH
TRX
Strategy
He escaped Epstein's trap, only to fall into Bitcoin's
A man deemed too boring dodged the biggest sex scandal in history.
2026-02-02
Strategy
Bitcoin Continues to Plummet, Will MicroStrategy Be Forced to Sell?
The "old money inflow" narrative has lost its effectiveness. In the absence of new buying pressure, the high-cost institutional holdings may transform into sustained selling pressure.
2026-02-02
BTC
Strategy
24H Hot Cryptocurrencies and Key News｜U.S. House Speaker: Confident of securing enough votes to end partial government shutdown by next Tuesday at the latest; Interactive Brokers: Bitcoin and gold show converging trends again, silver recently resembles a "meme stock" (February 1st)
The probability of the Fed keeping rates unchanged in March is 84.7%; 7 Siblings spent $57.21 million to buy 24,000 ETH over the past 2 days.
2026-02-02
BTC
ETH
Strategy
Must-Watch Events Next Week｜White House to Convene Banks and Crypto Industry for CLARITY Talks; Strategy to Release Q4 Earnings (Feb 2-8)
Reserve Bank of Australia, Bank of England, and European Central Bank to Announce Interest Rate Decisions; US to Release January Non-Farm Payroll Data.
2026-02-01
finance
policy
airdrop
Trump
Strategy
Silver Soars, Has the Bitcoin "Bible" Prophecy Failed?
After reading this book, Michael Saylor decided to buy $425 million worth of Bitcoin.
2026-01-28
BTC
finance
currency
Strategy
From Pro-Cyclical Expansion to Cross-Cycle Survival: A 2026 Outlook on Digital Asset Treasury (DAT) Sustainability — An Analysis Based on Financing Structure and Currency Differences
Based on the market environment at the beginning of 2026, this article systematically deconstructs the operational mechanisms of DAT enterprises. Focusing on the dual dimensions of "financing structure × underlying currency," it provides an in-depth analysis of the effective boundaries and potential risks of the "Reflexive Flywheel" for DAT enterprises.
2026-01-28
BTC
ETH
Strategy
DAT
Crypto Stock Barometer丨Strategy Invested $264 Million to Purchase 2,932 Bitcoins Last Week; Ethereum Treasury Company ETHZilla Spent $12.2 Million on Two Jet Engines (January 27)
The top three weekly gainers among crypto-related stocks were SMLR, BTCM, and CORZ.
2026-01-27
BTC
ETH
invest
Strategy
DAT
24H Hot Tokens & Key News｜Silver Price Breaks $115, Outperforming Bitcoin's Performance Since 2017; Trump Raises South Korea's Reciprocal Tariffs from 15% to 25%; (January 27)
Tether Gold Accounts for Over Half of Gold Stablecoin Market Share, Gold Reserves Exceeded 520,000 Ounces in Q4 Last Year.
2026-01-27
ETH
stable currency
finance
SEC
BNB Chain
Prediction Market
Trump
Strategy
2026 Outlook (Part 2): Bitcoin, The Shift in Pricing Power from Digital Gold to Neutral Value Reserve
Intense global geopolitical conflicts are accelerating the breakdown of the current financial system. The petrodollar hegemony established by the United States through the Bretton Woods system is facing a fierce challenge from the RMB system constructed by China, leveraging its advantages in manufacturing and high-tech industries. This transition towards a multipolar financial order presents a historic opportunity for blockchain technology.
2026-01-24
BTC
finance
invest
policy
Strategy
Vanguard Group's $7 Billion Entry, Has MSTR Bottomed Out?
There are quite a few "lone warriors" going long on MSTR.
2026-01-22
invest
Strategy
Crypto Stock Barometer丨Vanguard's US Mid-Cap Index Fund Makes First Purchase of Over $500 Million in Strategy Stock; BitMine's Total Staking Exceeds 1.77 Million ETH, Valued at Over $5.6 Billion (January 20)
The top three weekly gainers among crypto concept stocks are GLXY, BTDR, and BKKT.
2026-01-20
BTC
ETH
Solana
Strategy
MicroStrategy's Bitcoin Leverage Strategy: Betting on Fiat Currency Depreciation
Conduct an in-depth analysis of MicroStrategy's Bitcoin leverage strategy, exploring convertible bonds, currency depreciation, and why MSTR can function as a long-term Bitcoin call option.
2026-01-15
finance
invest
currency
Strategy
BTC Breaks Through $97,000, Crypto Market Stands at a New Structural Inflection Point
Spot ETFs See Sustained Net Inflows, ETH Staking Volume Hits Record High.
2026-01-15
BTC
ETH
Strategy
Crypto Stock Barometer丨Strategy Invested $1.25 Billion Last Week to Increase Holdings by 13,627 BTC, Total Holdings Floating Profit Exceeds $10.5 Billion; Bitmine Holdings Rise to 4.168 Million ETH, Floating Loss $3.225 Billion (January 13)
The top three weekly gainers among crypto concept stocks are BKKT, SMLR, IREN.
2026-01-13
BTC
ETH
stable currency
Bakkt
Trump
Strategy
