A public dispute between Michael Saylor of Strategy and Jack Mallers of Twenty One Capital has reignited debate over how bitcoin treasury companies should measure and report performance. At the centre of the argument is Strategy's multiple-to-net-asset-value (mNAV) metric and whether share issuance to
BlackRock's iShares Bitcoin Premium Income ETF generates yield by selling covered call options on its existing IBIT bitcoin ETF, a strategy that converts price volatility into regular income distributions for investors. The product is approaching launch with a fee structure designed to undercut competing income-focused bitcoin ETFs
Figure Technologies is acquiring real estate lender Kiavi in a $717 million deal aimed at expanding its real-world asset tokenization network. By moving Kiavi's mortgage assets onto a blockchain, Figure expects to cut operational costs while preserving a capital-light, high-margin business model. Kiavi specializes in
BlackRock has filed a new amendment for a bitcoin ETF designed to generate yield through active covered call strategies applied to shares of its existing IBIT product and ETP indices. Unlike standard spot bitcoin ETFs that simply track price, covered call strategies involve selling call options against held positions to
While bitcoin ETF outflows have drawn significant attention as a sign of weakening demand, corporate treasury accumulation has also slowed sharply, creating a compounding effect on the buy side of the market. Companies that previously used bitcoin as a balance sheet asset have pulled back from new purchases, reducing a
Bitmine, the firm co-founded by Fundstrat's Tom Lee, has purchased $41 million worth of Ether as part of an ongoing aggressive treasury accumulation strategy, according to onchain data. The move comes despite the company reportedly sitting on paper losses of nearly $10 billion across its existing ETH
Institutional capital is consolidating rapidly around BlackRock's IBIT and Fidelity's FBTC, effectively squeezing smaller bitcoin ETF providers to the margins of the market. As large investors prioritize brand recognition, liquidity depth, and established infrastructure, the two firms are capturing the overwhelming majority of net inflows into
Amy Oldenburg, Morgan Stanley's Head of Digital Asset Strategy, argues that the primary obstacle to Bitcoin's mainstream adoption on Wall Street is not a shortage of investable products but a lack of understanding among investors and financial advisors. While spot Bitcoin ETFs and other instruments have
Fold Holdings liquidated approximately $45 million worth of Bitcoin to fully eliminate its secured debt obligations, leaving the company with a clean balance sheet and a remaining treasury of 1,492 BTC. The move is intended to free up capital for growth initiatives, including expanding its Bitcoin rewards program and
A softer-than-feared US Consumer Price Index reading eased rate-hike anxieties, giving Bitcoin bulls the macro cover needed to stage a recovery above $62,000. Prior to the report, crypto markets had spent several days under sustained selling pressure, with traders bracing for a hot inflation print that
Bitcoin is trading around $61,000 during what analysts are calling its worst stretch of 2026, with multiple headwinds converging to suppress price recovery. Sustained outflows from spot Bitcoin ETFs signal waning institutional appetite, while persistent inflation concerns have reduced expectations for near-term Federal Reserve rate cuts. Geopolitical tensions
Crypto markets are facing broad selling pressure as investors position defensively ahead of a key U.S. inflation report due Wednesday. Zcash and Hyperliquid's native token are among the hardest-hit assets, leading losses across the market. The cautious sentiment reflects trader skepticism about a near-term Bitcoin