Reflections on Those MSTR Bitcoin ‘Earnings’

Reflections on Those MSTR Bitcoin ‘Earnings’

MSTR earnings came out May 1. My morning media stops last Thursday (here and here) asked for a preview. We don’t talk about stocks, so I planned to zoom out and hit themes. While preparing, I had to suppress the eye-roll reflexes that MSTR triggers. MSTR, of course, is the ticker symbol for MicroStrategy, or […]

Bitcoin investors’ expectations evolve as 88% of BTC supply is in profit

Bitcoin investors’ expectations evolve as 88% of BTC supply is in profit

Key Takeaways: 88% of Bitcoin’s supply is in profit below $95,000, indicating a reset in investor expectations. The current price range of $75,000–$95,000 may represent a structural bottom, aligning with market conditions from Q3 2024. The Market Value to Realized Value (MVRV) Ratio at 1.74 acts as a historical support zone, signaling cooling unrealized gains […]

Corporate Treasuries Will Add $330 Billion in Bitcoin by 2029: Bernstein

Corporate Treasuries Will Add 0 Billion in Bitcoin by 2029: Bernstein

In brief Bernstein analysts are predicting that companies will buy $330 billion in Bitcoin over the next five years. A lot of the acquisitions will come from Strategy—formerly MicroStrategy—buying the asset. But smaller firms will continue to emulate its BTC balance sheet plan. Corporate money is going to keep flowing into Bitcoin as big companies […]

Kidnappers Allegedly Severed Finger of Crypto Mogul’s Father

Kidnappers Allegedly Severed Finger of Crypto Mogul’s Father

French police rescued the father of a crypto billionaire who they say was abducted by people seeking ransom. CNN and France 24 reported that police rescued the man, who was not identified by authorities, from a home in a Paris suburb on Saturday, May 3. BFM TV reported that while the man was rescued alive, […]

Standards for bank tokens proposed by Kinexys by JP Morgan, MIT – Ledger Insights

Standards for bank tokens proposed by Kinexys by JP Morgan, MIT – Ledger Insights

Kinexys by JP Morgan, the bank’s blockchain arm, and the Massachusetts Institute of Technology’s Digital Currency Initiative (MIT DCI) have collaborated on a paper to explore standards for bank tokens on open blockchains. The authors suggest primarily relying on existing Ethereum standards, but propose two new ones they believe are needed for interbank payments. They […]

Adam Back Says It’s ‘Staggering’ How Few Companies Copy Saylor — TradingView News

Adam Back Says It’s ‘Staggering’ How Few Companies Copy Saylor — TradingView News

Prominent British cryptographer Adam Back believes that the fact that very few companies copy Strategy co-founder Michael Saylor is “staggering.” “It’s staggering how few existing companies did it so far. He slow-walked them while beating all US stocks, and they still did nothing!” he commented on the X social media network.  The Blockstream CEO has […]

ECB partners with private sector through digital euro innovation platform

ECB partners with private sector through digital euro innovation platform

5 May 2025 ECB establishes an innovation platform with around 70 market participants on new platform Participants to test digital euro payment functionalities and explore innovative use cases Findings to be shared in report later this year The European Central Bank (ECB) has established an innovation platform to collaborate with European stakeholders in the context […]

Today is the strategic Bitcoin reserve deadline

Today is the strategic Bitcoin reserve deadline

The U.S. Treasury must deliver a key report today, May 5, outlining how it will build and manage a national Strategic Bitcoin Reserve using seized digital assets. Today, May 5, marks a significant deadline for the U.S. Treasury. Treasury Secretary Scott Bessent is required to submit a comprehensive assessment regarding the establishment and management of […]