Bitcoin treasury firms saw NAV premiums collapse as retail lost billions, but the reset created entry points for a new era of skilled asset managers, say researchers.
Martin Young
Martin is a technology and finance journalist with over two decades of experience covering cybersecurity, and information technology. Based in Southeast Asia for more than 25 years, he served as correspondent and systems analyst for Hong Kong-based Asia Times for twelve years. Since 2017, Martin has specialized in digital asset and blockchain reporting for multiple crypto publications. He brings forex trading and technical analysis expertise to his financial coverage, along with deep knowledge of core blockchain technologies and cryptographic concepts. Martin has no crypto holdings above Cointelegraph's disclosure threshold of $,1000.
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NAV Collapse Creates Rare Opportunity in Bitcoin Treasurys: 10x Research - News
‘Bitcoin smells trouble’ as banks are stressed and ‘yields are puking’ - Strike CEO Regional banks faced renewed stress despite 2023 crisis reforms, with Zions and Western Alliance stocks plunging as Bitcoin fell to a four-month low.
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‘ETFtober’ gets bigger, more than 5 new crypto ETFs filed this week VanEck's Lido staked Ethereum ETF and 21Shares’ leveraged Hyperliquid fund were among the ETFs that reached the SEC's desk this week amid a government shutdown.
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Gold market cap soars to $30T, dwarfing Bitcoin and tech giants The price of the gold has skyrocketed to a new all-time high, pushing its market capitalization to a new milestone, with analysts predicting Bitcoin could be next.
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BitMine appears to buy the dip as ETH is down 20% from peak Onchain data suggests that BitMine acquired 104,336 ETH, worth approximately $417 million, on Thursday, as prices fell 20% from their August highs, bringing its treasury to over 2.5% of the total supply.
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Pico Prism proves 99.6% of ETH blocks in real time: 10K TPS gets closer Brevis achieved 99.6% real-time proving of Ethereum blocks using consumer GPUs, marking a breakthrough toward scaling and phone-based validation.
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Ether set to go ‘nuclear’ with 3 active ‘supply vacuums’ — Analyst The supply of Ether is being pressured like never before, and with increasing institutional demand, the price is expected to continue rising from here, analysts say.
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Crypto crash unlikely to have derailed ‘Uptober,’ analysts say Crypto markets rebounded to $4 trillion after the largest liquidation event in history as analysts maintained bullish October forecasts, citing structural factors.
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Altcoins typically dump hard before altseason: Will history repeat? Crypto analysts noticed that altcoin rallies are usually preceded by major market dumps, like the one that happened just last weekend.
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Cybersecurity team develops ‘verifiable phishing reports’ to fight scammers Security Alliance has developed TLS Attestations to cryptographically verify phishing reports, solving the problem of scammers cloaking malicious content.
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Trader who made $192M shorting the crypto crash is doing it again The Hyperliquid trader made millions from short positions placed just minutes before Trump’s tariff announcement, sparking wild theories.
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Crypto derivatives funding rates drop to 3-year lows: A bullish sign? Crypto derivatives funding rates have fallen to levels last seen in the 2022 bear market, as billions in leveraged positions were liquidated.
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‘Debasement trade’ is no longer a debate, and TradFi knows it: Execs Financial institutions are quickly embracing the debasement trade as the US dollar weakens, which will drive massive gains in Bitcoin and gold, say commentators.
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Ether ‘3-wave pullback’ to end soon, $5.5K next: Fundstrat Fundstrat’s managing director Mark Newton predicts Ether will head to $5,500 next after bottoming out over the weekend.
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Bitcoiners are in profit, but beware of short-term fragility: Glassnode Bitcoin’s massive gains amid a surge in Bitcoin ETF inflows are signalling strong demand, but analysts warn that rising leverage introduces short-term risks.
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Here’s the real reason the 4-year Bitcoin cycle is dead: Arthur Hayes BitMEX co-founder Arthur Hayes argued Bitcoin cycles are driven by monetary policy rather than timing, and something’s very different this time around.
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A ‘spooky’ Ethereum correlation suggests an imminent breakout Ethereum is moving in tandem with small-cap stocks, and analysts say both assets could rise together with four potential Fed rate cuts ahead.
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Major US labor union says Senate crypto bill lacks ‘meaningful safeguards’ The AFL-CIO says the Senate’s crypto framework bill “provides the facade of regulation” that would expose workers’ retirement funds to risky assets.
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US Bitcoin ETFs post 2nd-highest inflows since launch on crypto rally US spot Bitcoin ETFs recorded $1.18 billion in inflows on Monday, their biggest day since early November 2024, when Donald Trump was elected President of the US.
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Gold is just a breath away from $4K: Here’s what it means for Bitcoin Gold futures reached $4,000 per ounce for the first time amid surging demand for safe-haven assets. Analysts predict Bitcoin will follow suit.
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Unity patches Android mobile bug, says no evidence of exploit Unity has patched a vulnerability discovered in June that allowed malicious code execution in Android games, which could be used to target crypto users.
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Bitcoin will ‘blast through’ to its next leg at $150K: Analysts Analysts predict further gains to $150,000 after Bitcoin surged to a record high, driven by massive ETF inflows and a weakening US dollar.
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Bitcoin powers to $125K peak as balance on exchanges falls to six-year low Bitcoin exchange balances plunged to six-year lows as over $14 billion left CEX platforms in a fortnight and the asset powered to a new peak price.
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Bitwise exec predicts Solana will become Wall Street’s preferred stablecoin network Bitwise’s Matt Hougan said Solana’s speed and finality make it Wall Street’s top choice for stablecoins and tokenization despite Ethereum’s dominance.
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Strategy’s Bitcoin value soars to record $77.4B as BTC returns to $120K Strategy’s Bitcoin treasury has reached $77.4 billion, surpassing the market capitalization of major banks and equaling the GDP of some nations.
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Unity Android flaw could drain gamers’ crypto wallets: How to protect yourself There is a Unity engine vulnerability that allows third parties to inject code into mobile games, potentially compromising crypto wallets, sources have told Cointelegraph.
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Crypto treasury ‘bubble’ fears overblown: TON Strategy CEO TON Strategy’s CEO acknowledged there are early signs of a bubble, but medium and long-term capital will soon come in as the market matures.
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Uptober underway: Bitcoin closes in on 7-week high at $120K Bitcoin surged 4% to $119,450, its highest in seven weeks as expectations of Fed rate cuts and October’s bullish history drove crypto market gains.
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Aptos partners with Trump family’s WLFI to integrate USD1 Aptos partners with Trump’s World Liberty Financial to deploy USD1 stablecoins, targeting Tron’s market share.
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SEC’s tokenized stock push has unclear benefits for crypto: Dragonfly Exec Dragonfly’s Rob Hadick said institutions building private blockchains create “leakage” that could limit benefits to the broader crypto ecosystem.