Bitcoin24h $80,289.14-1.20%

Ethereum24h $2,572.34-2.57%

BNB24h $748.74-2.18%

XRP24h $1.38-3.29%

Solana24h $108.07-3.37%

TRON24h $0.3425+1.46%

Zcash24h $1,439.90-6.47%

Hyperliquid24h $90.77-1.25%

Dogecoin24h $0.0847-3.77%

Monero24h $522.87-10.88%

MSTR underperforms, decouples from BTC to the downside

MicroStrategy investors have started to notice that their leveraged treasury stock is starting to underperform BTC.

US Treasury Sec says no BTC buys for Strategic Bitcoin Reserve

Scott Bessent confirmed a disappointing amount of US government bitcoin this morning, putting the number at $15B to $20B.

There is a concerningly downward trend in the premium that investors are paying for shares of crypto treasury companies.

Crypto treasury companies have disclosed lavish advisory and asset management fees that will persistently drag on shareholder returns.

Bitcoin Core v30 will dramatically raise the mempool storage allowance of nodes for arbitrary data unrelated to the on-chain movement of BTC.