Bitcoin Insights

Strategy announced that the $STRC IPO was priced at $90/share & upsized to provide $2.474B of dilution-free funds to buy approx. 21K ₿, settling next Tuesday (7/29), 2 days before the 2nd QTR Earnings presentation

Have not seen an official post from Michael Saylor or Strategy yet, but a Fidelity IPO alert indicates the $STRC IPO was priced at $90/share & upsized to $2.5B of dilution-free funds to buy approx 21K ₿ next week

Strategy to issue pricing announcement today for the new Perpetual Stretch Preferred Stock $STRC IPO today, Fidelity expects the pricing to be between $90-95 per share for 5M shares, which will bring in $450-475M dilution free funding next week to buy more ₿, larger if upsized

In just one week (7/30), the President’s Working Group on Digital Assets will release their 180-day report, the ₿ community wants to see: ✅ The current US ₿ holdings ✅Recommendations on budget neutral ways for the US to acquire B ✅US Strategic ₿ Reserve implementation plans

HODL Top 100 list (7/21) of ₿ held by $MSTR & top 99 public ₿ Treasury companies, combined these companies are now up to 848,517 ₿, +20,058 ₿: ✅23 companies bought ₿ last week ✅$MSTR up to 607,770 ₿, +6,220 ✅$SMLR up to 4,846 ₿, +210 ✅$SQNS up to 2,317 ₿, +1,264…

Donald Trump has made a huge ₿itcoin buy, his Trump Media and Technology Group $DJT announced a $2B ₿itcoin buy as part of a ₿ Treasury Strategy, with plans to spend $300M on ₿, $DJT is 58.7% owned by POTUS, expect an announcement about the US SBR soon

Strategy bought 6,220 ₿ for $739.8M at $118,940 per ₿ last week, primarily funded by $MSTR ATM sales ($736.4M), big drop in preferred ATM sales ($STRK $0.7M, $STRF $0.2M, $STRD $3M), Strategy now up to 607,770 ₿, has acquired 161,370 ₿ in 2025

Michael Saylor signaled that Strategy bought more B last week, the $STRK, $STRF, $STRD preferred ATMs combined for $141M of dilution free funding for the Strategy's last B buy, did Saylor also tap $MSTR ATM for 3rd week in a row to go big, what is your B buy prediction?

Blackrock's $IBIT ETF averaging 8,123 ₿ per week for the last 12 weeks, currently with 731,616 ₿ in custody for it's investors, $IBIT, powered by institutional buying, is on track to exceed the 1M ₿ milestone in 1st QTR 2026

US spot ₿ ETFs with inflows of $2.39B for the trading week ending on 7/18, record high weekly Cumulative Net Inflows of $54.75B, ₿ ETFs with massive inflows of $10.5B the last 6 trading weeks, Blackrock's $IBIT ETF with $2.5B of inflows last week, institutions continue to buy

Michael Saylor posted he is working this weekend, tomorrow morning he will signal that Strategy bought more B last week, with $MSTR ($17.7B), $STRK ($20.4B) & $STRF ($1.8B) & $STRD ($4.1B) ATMs available, what else is working on this weekend?

The US House bill to amend the Federal Reserve Act to prohibit the Federal Reserve banks using a CBDC just passed by a narrow bipartisan majority, it will have to pass the Senate (with 60 votes) and be signed by President Trump to become law.

The US House just passed Genius (regulation of payment stable coins) bill with a bipartisan majority voting for it, since this bill has already been approved by the Senate, it will go directly to President Trump to be signed into law.

US House just passed the Clarity (digital Assets regulation) bill with a bipartisan majority voting for it, the bill will have to also be approved by the Senate and signed by President Trump to become law.

US spot ₿ ETFs inflows on fire with $1.5B of inflows so far this week, ₿ ETFs with positive inflows 25 of the last 26 trading days, Cumulative Net Inflows over $53.86B, powered by Blackrock's $IBIT ETF with inflows of $1.5B this week, institutions continuing to smash buy

HODL Top 100 list (7/14) of ₿ held by $MSTR & top 99 public ₿ Treasury companies, combined these companies are now up to 848,517 ₿, +7,157 ₿: ✅23 companies bought ₿ last week ✅$MSTR up to 601,550 ₿, +3,225 ₿ ✅Metaplanet up to 16,552 ₿, +797 B ✅$KULR up to 1,021 ₿