Bitcoin rebounds to $64,000 and Strategy sells $213M: Michael Saylor's first profit-taking
BTC rebound blocked at $64,000, and structural surprise: Strategy lightens for the first time by $213M - the disciplined buyer changes hands.
24 min ago 0 0
BTC rebound blocked at $64,000, and structural surprise: Strategy lightens for the first time by $213M - the disciplined buyer changes hands.
24 min ago 0 0
The Nasdaq posted its best quarter since 2023—while wiping out $2.3 trillion from the Mag7 in June. How to reconcile these two facts, and what do they suggest for what's next?
Jul 1, 2026 at 09:37 8 1
Strategy (formerly MicroStrategy) has authorized the sale of Bitcoin to fund share buybacks—a symbolic break from Saylor's "never sell" dogma. With BTC at $59,000 and negative funding rates, the mechanics of the Digital Credit Capital Framework deserve a cold analysis.
Jun 29, 2026 at 20:51 9 6
The divergence between the weighted S&P 500 and its equal-weighted equivalent is not a technical artifact. It is the signature of a liquidity redistribution—away from mega-caps, toward discounted value.
Jun 26, 2026 at 23:04 21 10
Tokyo inflation accelerates, BoJ committee members speak openly. The probability of a hike in October 2026 rises sharply. USD/JPY in the 155-157 range: carry trades are on the edge.
Jun 26, 2026 at 08:37 13 5
Wintermute sets the floor at $59,000 if liquidity continues to dry up. The funding rate has just hit a two-week high-a sign of long leverage accumulation. But the lack of ETF bids and a paradoxical altcoin season signal cloud the directional outlook.
Jun 25, 2026 at 02:57 10 4
New car sales in the EU rose by +3.2% in May 2026, driven by "strong demand" for electric vehicles. In France, petrol vehicle sales have plunged by -36.8% since the beginning of the year. The European EV market is rebounding-with significant variations across countries.
Jun 24, 2026 at 10:00 16 2
New car registrations in the EU rose by 3.2% in May 2026, driven by electric demand - in France, petrol car registrations have plummeted by 36.8% since January, signaling an accelerated market shift.
Jun 23, 2026 at 21:45 8 5