Saylor’s Strategy Adds 1,142 BTC for $90M as $49B Bitcoin Treasury Stays Underwater

Michael Saylor’s Strategy bought 1,142 BTC for $90M. Its Bitcoin hoard now tops 3.4% of the 21M cap—worth about $49B—yet the aggregate treasury value remains below cost.

Cango Sells 4,451 BTC, Unlocks ~$305M to Retire BTC-Backed Debt and Accelerate AI Infrastructure

Bitcoin miner Cango sold 4,451 BTC for about $305M, using proceeds to repay a bitcoin-backed loan and fund its AI infrastructure strategy. Here’s why that trade-off may be rational.

Crypto Liquid Funds Recalibrate After Bitcoin’s 20% Slide: What Comes Next

Bitcoin fell over 20% this week, jolting liquid crypto funds. Here’s how managers are resetting risk, where liquidity actually breaks, and the scenarios they’re gaming out next.

Bernstein Sees Today’s BTC Bear Thesis as Thinnest Yet, Reaffirms $150K Target for 2026

Bernstein says Bitcoin’s sell-off stems from sentiment, not structural issues, and keeps its $150K 2026 target. Here’s what that framing implies for BTC’s path, risks, and catalysts.

Bitcoin Jumps 12% as Coinbase Premium Narrows—Why This Still Looks Like a Relief Rally

Bitcoin rebounded 12% from $62,822 to $70,998 as the Coinbase Premium tightened from -0.23% to -0.06%. Derivatives point to a short squeeze, with macro and U.S. data still in focus.

Bitcoin’s Quantum Risk Is Distant and Scoped—Plan for Migration, Not Panic

CoinShares says quantum computers are 10–100,000x too weak to endanger Bitcoin. Millions of qubits would be needed; 1.7M BTC in legacy P2PK is the main edge case. Gradual upgrades win.

Bitcoin’s quantum attack surface is smaller than headlines suggest — CoinShares pegs real exposure near 10,200 BTC

Fresh analysis argues Bitcoin isn’t broadly vulnerable to quantum computing yet. About 10,200 BTC face near-term exposure; cracking Bitcoin needs 100,000x stronger hardware, likely a decade away.

Inside Miami’s ‘Davos for Degens’: Identity Crisis as Bitcoin, Ethereum Slide and Platform Power Bites

As BTC and ETH fell with metals, Miami’s ‘Davos for Degens’ felt muted—no-shows, a last‑minute rebrand, and a pivot from memes to tokenization amid fights over who owns the community.

Inside the Epstein Files: How Elite Gatekeepers Shaped Early Bitcoin Capital

DOJ-released Epstein records reveal early Coinbase and Blockstream bets, emails with Thiel and Bannon, and ties to Brock Pierce—spotlighting crypto’s reputational risk circuitry.

Bitcoin mining difficulty falls 11% as price slide and Winter Storm Fern slash hashrate

Bitcoin mining difficulty dropped 11%—the biggest negative move since 2021—after a ~20% hashrate slide driven by a price selloff and Winter Storm Fern shutdowns. Here’s what it signals.