Headlines

Who Holds 1.35 Million BTC

Key Takeaways Binance’s top wallet has taken in bitcoin nonstop since 2018 but sent none out since Jan. 7, 2023. Twelve addresses hold 1.35 million BTC, or 6.72% of all coins, Arkham data shows. Onchain data for this editorial was recorded on Saturday, July 4, 2026. Upbit’s wallet, mislabeled “Mr.100,” keeps growing, adding 1,519 BTC…

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Bitwise Sees Bottom Forming Ahead of Fall Rally

Key Takeaways Bitwise CIO says Strategy’s volatility reflects a typical late-cycle leverage unwind, not structural weakness in bitcoin demand. He argues the current phase is excess leverage removal, historically a precursor to new bull markets. The executive cites fear, valuation discounts, and negative funding rates as bottoming signals. STRC and Late-Cycle Stress Bitwise Chief Investment…

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Michael Saylor Says Bitcoin’s Four-Year Cycle Is Losing Power: What Matters More

Key Takeaways Michael Saylor says halvings no longer fully explain bitcoin’s market behavior. Institutional flows are replacing retail cycles as the main driver of adoption. ETFs, corporate treasuries, sovereign reserves and credit markets are key growth channels. Why Is Saylor Moving Beyond the Four-Year Bitcoin Cycle? On July 5, Strategy Inc. (Nasdaq: MSTR) Executive Chairman…

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Michael Saylor’s Orange Dot Bitcoin Chart Returns as Traders Watch for Strategy’s Next Buy

Key Takeaways Michael Saylor’s orange dot bitcoin chart put traders on watch for another Strategy bitcoin purchase announcement. Strategy’s $2.55 billion reserve shield and bitcoin monetization plan now frame any new purchase announcement. The chart reinforces bitcoin commitment while sharpening focus on what Strategy may disclose next. Saylor’s Orange Dot Chart Points Back to Strategy’s…

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Inside Brazil’s VASP Crackdown, Bolivia’s 40% Devaluation, and Venezuela Crypto Aid

Key Takeaways Brazil put VASPs into Type 3, imposing strict brokerage-level capital and risk requirements on crypto firms. OKX launched a 20 USDT airdrop for La Guaira residents, providing direct financial aid to earthquake victims. Bolivia floated its currency after 15 years, devaluing the boliviano 40% to reverse critical dollar shortages. Same Risk, Same Rules:…

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